Lead capture
Public application flow that collects useful prospect information and brings it into the pipeline.
Portfolio case study · custom business system
Licensed Path
I built a connected CRM, booking flow, follow-up system, advisor toolkit and admin layer around the way the business actually works.
Built around the workflow.Not a generic template or off-the-shelf CRM.
PROJECT SNAPSHOT
A website, CRM and automation system working together
- Lead capture + qualification
- Appointment booking + follow-up
- Client and advisor tools
- Admin, licensing + security
- Automated client communication
Public portfolio screenshots use redacted client information.
THE PROBLEM
The useful part was not adding more software
Lead forms, booking, client details, follow-ups, internal notes and advisor tools can easily end up scattered across separate systems.
I designed Licensed Path so those pieces could move through one connected workflow instead of being re-entered and managed manually.
01Lead comes inPublic form
02Books a timeScheduling
03Moves into CRMLead record
04Follow-up continuesCalendar + notes
05Advisor toolsClient workflow
WHAT I BUILT
One system doing the work of a bunch of disconnected tools
I worked across the public website, internal CRM, booking workflow, admin controls and the logic connecting them.
Booking workflow
Available dates, meeting types, confirmations, cancellations and secure booking management.
Lead CRM
Searchable records, qualification details, statuses, notes and follow-up dates.
Follow-up calendar
A monthly view that keeps scheduled conversations and next actions visible.
Advisor tools
Client-specific planning workflows including family strategy and RESP optimization.
Market comparison
Historical comparison tools for assets and economic series during educational conversations.
Roles & admin
User management, role-based access, account controls and troubleshooting settings.
Software licensing
Activation-code generation, status tracking and access control for the desktop CRM.
Automated email
Transactional booking and cancellation messages sent automatically from the workflow.
THE ACTUAL PRODUCT
A look through the system
These are working screens from Licensed Path. Click any image to open it larger.
Lead Management Dashboard
Central pipeline view for reviewing prospects, filtering records and tracking lead type, status, seriousness and contact information.
Individual Lead Workspace
Detailed prospect record with qualification data, notes, follow-up controls and direct access to client-specific tools.
Follow-Up Calendar
Built-in monthly scheduling view for appointments, upcoming conversations and lead follow-up reminders.
Market Comparison Tool
Interactive historical comparison workflow with selectable assets, date ranges, investment amounts and market data modes.
Child & Family Strategy Tool
Structured advisor workflow for family priorities, protection needs, education goals, budget and suitability considerations.
RESP Optimizer
Education-planning workflow for beneficiary details, contribution targets, grant considerations, catch-up and advisor notes.
Interactive Client Presentation Setup
Profile setup screen that preloads prospect information before launching a personalized client walkthrough.
User & Role Administration
Administrative controls for adding users, assigning roles, resetting passwords, disabling accounts and managing access.
Software Licensing & Activation
Activation-code management with generation, usage tracking, revocation and access-control workflows.
Security & System Settings
Configurable session controls, automatic logout warnings and local error logging for troubleshooting.
Public Lead Capture
Customer-facing form that collects background, contact, location and interest information before the next step.
Online Appointment Booking
Prospects choose meeting type, available date, time slot and notes directly through the website.
Booking Confirmation
Post-booking page showing meeting details and a secure self-service path for managing the appointment.
Automated Confirmation Email
Branded transactional email sent automatically after booking with appointment details and a management link.
Automated Cancellation Email
Automatic cancellation message confirming the change and giving the prospect a way to choose another time.
MY ROLE
I worked on the whole workflow, not just the screens
Licensed Path is the kind of work I like most: understand how the business actually operates, then build the system around that reality.
01Business process mapping
02System architecture & workflow logic
03UI/UX & responsive interfaces
04CRM & database-driven features
05Booking & communication automation
06Admin, access & licensing workflows
THE POINT
Technology should make the business simpler to run
Licensed Path is one example of how I approach that: find where the process is scattered, repetitive or easy to lose track of, then connect the pieces into something people can actually use.