Cristoval Martinez

Automated Business Platform with Stripe Integration

Jacqueline Velez, a professional virtual assistant, needed to transition from manual client onboarding to a fully automated online business platform. The project required building a conversion-focused website from scratch and implementing a robust payment infrastructure that could handle both one-time project payments and recurring monthly retainers while maintaining PCI compliance and providing customers with self-service capabilities.

Industry

Virtual Assistant Services

Client

Jacqueline Velez

Date

2025

Automated Business Platform with Stripe Integration - Featured project image

Project Overview

Jacqueline Velez, a professional virtual assistant, needed to transition from manual client onboarding to a fully automated online business platform. The project required building a conversion-focused website from scratch and implementing a robust payment infrastructure that could handle both one-time project payments and recurring monthly retainers while maintaining PCI compliance and providing customers with self-service capabilities.

Challenges & Constraints

Key Challenges

  • 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
Automated Business Platform with Stripe Integration - Project visualization

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.

1

Built conversion-focused website with professional service presentation

2

Stripe Hosted Checkout integration for PCI-compliant payment processing

3

Dual-product catalog configuration for one-time and recurring services

4

Automated recurring billing system using Stripe Subscriptions

5

Customer Billing Portal for self-service account management

6

Automated email receipts and payment confirmations via SMTP/Stripe

7

Custom success pages with next-step instructions

8

SSL security across all transaction touchpoints

Technologies Used

Stripe
Stripe Checkout
Stripe Subscriptions
SMTP

Deliverables

Website development
System integrations
Payment automation

Results

100%
Automated billing
Zero
Manual invoicing
Self-service
Customer portal
PCI compliant
Payment processing
"The transition from manual processes to a fully automated platform has been transformative for my business. I can now focus on delivering exceptional service to my clients instead of chasing payments and managing invoices. The Stripe integration handles everything seamlessly, and my clients love the professional checkout experience and self-service portal."
J
Jacqueline Velez
Owner, Virtual Assistant Services

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