This project was implemented for fwd design co to automate the flow of information between payment systems, email marketing, and audience segmentation. This enabled hands-off client onboarding and audience management.
Goal: Create a connected system that automatically adds new members and customers from Stripe into Kit, triggering the correct email sequences and tags for a seamless onboarding experience.
Client: fwd design co
Role: Founder of fwd design co, Digital Business Manager & Systems Architect overseeing the design, build, and testing of the full automation infrastructure
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This project highlights my ability to design operational ecosystems that connect systems, data, and people. It demonstrates my capability to build automation that scales, improves communication, and reduces manual workload.
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fwd design co was growing its offers - from memberships and waitlists to courses and audits, but each audience lived in a different system. Every new Stripe purchase of form submission required manual updates in Kit, delaying onboarding emails and creating inconsistencies in subscriber tagging and segmentation.
The challenge was to build one cohesive automation framework that connected every entry point (purchase, sign-up, opt-in) to its correct workflow in real time.
I treated this as a systems design problem: connection operations to user experience.
This discovery phase clarified where data bottlenecks occurred and informed the automation structure for future scalability.
I designed and implemented an 8-part automation system integrating Stripe, Zapier, and Kit.