Case Studies

Client success stories that transformed their digital footprint and revenue.

Virtual Assistant Services

Automated Business Platform with Stripe Integration

The Challenge

The business had no online presence and relied entirely on manual processes for client acquisition, payment collection, and subscription management, creating administrative overhead and limiting scalability.

No existing website or online storefront
Manual payment collection and invoice management
No automated recurring billing for retainer clients
Lack of customer self-service capabilities
Need for PCI-compliant payment processing
Required dual-product catalog for one-time and recurring services

The Solution

Developed a complete business platform using a decoupled architecture with Stripe Hosted Checkout, implementing automated workflows for both one-time projects and recurring subscriptions with a self-service customer portal.

Built conversion-focused website with professional service presentation
Stripe Hosted Checkout integration for PCI-compliant payment processing
Dual-product catalog configuration for one-time and recurring services
Automated recurring billing system using Stripe Subscriptions
Customer Billing Portal for self-service account management
Automated email receipts and payment confirmations via SMTP/Stripe
Custom success pages with next-step instructions
SSL security across all transaction touchpoints

The Results

100%Automated billing

ZeroManual invoicing

Self-serviceCustomer portal

PCI compliantPayment processing

Jacqueline Velez

Automated Business Platform with Stripe Integration

Jacqueline Velez

Owner, Virtual Assistant Services

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SaaS

Enterprise SaaS Billing Platform with Multi-Tier Subscriptions

The Challenge

The platform needed to handle complex subscription management across multiple tiers with varying pricing structures, including custom Enterprise pricing, while maintaining automated billing, tax compliance, and seamless user experience.

Multi-tier subscription model (Tandem, Team, Enterprise) with different pricing
Dynamic Enterprise pricing requiring custom price IDs per contract
Need for secure enterprise access code system for private pricing
Automated subscription lifecycle management and proration
Webhook integration for real-time billing updates
Tax compliance across multiple states with varying SaaS tax laws
Owner control panel for managing pricing without redeployment
Payment failure handling and renewal automation

The Solution

Developed a comprehensive Stripe-powered billing system with webhook automation, dynamic pricing management through an owner control panel, and enterprise-grade subscription handling with custom access codes and flexible pricing structures.

Multi-tier Stripe subscription system (Tandem, Team, Enterprise)
Dynamic price ID management through Owner Control Panel
Webhook automation for real-time subscription updates
Enterprise access code system for secure custom pricing
Automated proration and billing cycle management
Stripe Tax integration with state-specific nexus tracking
Monthly and yearly billing options for all tiers
Customer self-service portal for payment method updates
Automated invoice generation and payment failure handling
Production/Test mode configuration management
Real-time subscription status synchronization
Secure price ID storage and dynamic checkout integration

The Results

3-TierSubscription model

AutomatedBilling & invoicing

Real-timeWebhook sync

EnterpriseCustom pricing

UpmarkPDF

Enterprise SaaS Billing Platform with Multi-Tier Subscriptions

UpmarkPDF Team

Product Team, UpmarkPDF

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Fitness

War House Gyms - Self Checkout kiosk system

The Challenge

War House Gyms faced challenges with manual payment processing and membership management, needing a streamlined self-service solution that could integrate seamlessly with their existing fitness operations.

Manual payment processing and membership management
Limited self-service options for members
Inefficient payment tracking and reporting
Need for automated membership renewals
Integration requirements with existing fitness systems

The Solution

In partnership with Genesis Strength, we implemented a comprehensive self-service payment system with automated membership management and enhanced member experience, leveraging combined expertise in fitness technology and payment processing.