Portfolio/Client case studies

Platform build

A full membership platform, built by one person in five months

A financial education membership platform Own venture May 2026 to present

At a glance

Launching a membership business needed a full digital platform, and an agency build was unaffordable. Five months later it was live: a member portal, 25+ AI-powered tools, a content library and an admin dashboard, in a fraction of the time and cost of an agency build.

25+
AI-powered tools and calculators
5 months
built single-handedly
c.£90k+
of agency build, by equivalent effort

Sounds like you if

  • You need a full digital platform, not just a website
  • Agency quotes are out of reach
  • You want AI in the product, with control over who uses it and what it costs

The challenge

Launching a membership business needed a full digital platform, and an agency build was unaffordable.

The brief

A member portal, the tools, a content library and the systems behind them, built and run without an agency.

What we built together

  1. The member experience

    A member portal, 25+ AI-powered tools and calculators, including a Monte Carlo lifetime cashflow model with full UK tax logic, and a searchable content library with an admin portal.

  2. AI with controls

    The Claude API, connected through a Cloudflare Workers proxy with access control and usage tracking.

  3. The customer lifecycle

    Automated in GoHighLevel: webhooks, an onboarding diagnostic and segmented nurture sequences.

  4. The numbers

    An admin dashboard with a custom Stripe integration that produces management packs and accountant-ready year-end figures, with engagement data logged in Cloudflare D1.

  5. The launch

    A paid-ads and webinar funnel: 1,250 registrations across the launch and a week-long follow-up, paid registrations at about £2 each against a £3.50 target, and cost per landing-page view cut by about 80% through creative and audience testing.

What it took

  • Five months, single-handed, in place of an agency build.

What changed

  • A working, launched platform, in a fraction of the time and cost of an agency build.
  • A reusable library of components, now applied to client work.

My role: sole designer, builder and operator.

Fig. 01 How the platform fits together

In the browser

Member portal25+ tools, content library
Admin portaldashboard, management packs

At the edge

Cloudflare Workers proxyaccess control, usage tracking, secrets
Cloudflare D1engagement and usage log

Services

Claude APIAI tools and guides
GoHighLevel CRMwebhooks, onboarding, nurture
Stripepayments, year-end figures

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