Capture layer
High-Touch Client Sales Tool: Workflow-Native Expert Judgment Capture
Chrome extension-based internal platform
Feb 2026
- Independently initiated, scoped, designed, built, tested, and deployed a Chrome extension-based internal high-touch sales workflow tool from PRD to production in one week, using Claude Code to generate, debug, and iterate the codebase.
- Supported 20 active users with account and permission controls, admin functionality, centralized data storage, data logs, audit trails, and structured workflow records.
- Replaced a $70K+/year third-party SaaS by recreating core workflow capabilities internally, including product selection, client segmentation, outreach assembly, HTML/PDF export, team-shared libraries, and UTM-based attribution.
- Converted fragmented manual steps into a workflow-native capture layer for product curation, client send-outs, team collaboration, and sales attribution.
- Personally drove the implementation through IT, Data, security, and compliance review, creating PRD/TDD, SOPs, UAT/test cases, rollout materials, data-handling records, and stakeholder review documentation.