From Facebook albums to a portfolio clients actually book

Jayson’s best work lived in Facebook albums. Kerfi’s IT consulting and a custom portfolio with CRM gave him a site he owns — and a way for clients to book.

“I was once having a difficult time actually creating a portfolio for my clients to look at. With Grace’s help, I was able to get my own site as a portfolio, which made it a lot easier for clients to decide and book with me for their special events.”

The program was built around a single operating cadence: a joint PMO, a quantified synergy case, and weekly decision forums. That discipline is what turned a thesis into a first-year result of —