Portfolio

The Work

Operations, technology, web development, financial systems, and organizational change. The case studies below document the full scope of each engagement: what was asked for, what was researched, and what got built.

Retail & Agriculture · Shelby, NC · ~2 Months · 2026

Full-Scope Business Transformation for a Multi-Generational Family Enterprise

Digital Transformation Organizational Restructure Web Development Financial Systems Operations Digital Marketing

Background

A fifth-generation family-owned garden center, operating for over 160 years and recognized as a NC Century Farm, faced a critical inflection point: aging systems, manual processes, no digital presence worth speaking of, and a leadership structure that had not evolved alongside the business.

Engagement

A sustained, multi-workstream engagement covering seven distinct areas of the business. The work ranged from hands-on technical builds to strategic organizational design to market research and written deliverables, all coordinated without the business missing a beat during peak season.

Approach

Each workstream started with direct research and a real diagnosis of what was going on, not a generic framework applied from the outside. Recommendations came out of the client's specific constraints: staff size, seasonal model, budget, and the human side of a family business mid-transition.

8
Distinct workstreams
11+
Written deliverables
2,000+
Plant SKUs in live inventory
Record
Most profitable H1 in history
01
Replaced a keyword-stuffed, SEO-template site with a focused, personality-driven presence that leads with what actually differentiates the business. Rewrote all copy, restructured navigation, and built a brand voice from scratch that reflects 160 years of genuine expertise.
02
Custom-built a public-facing live inventory page that syncs directly from a staff-managed Google Sheet. Over 2,000 plant SKUs update in real time. No third-party software, no manual website edits. Staff update one spreadsheet and customers see current stock before they visit.
03
Built automated financial dashboards in Google Sheets with charts, summaries, and readable business intelligence. Simultaneously imported nine years of dormant accounting data that had never been made accessible, turning a decade of records into something management could actually use.
04
Facilitated a major organizational restructure, transitioning from a single-owner model to a co-management structure with defined roles, clear reporting lines, and documented responsibilities. Handled the human side of redistributing authority in a decades-old family business without the daily operation skipping a beat.
05
Evaluated communication and scheduling tools against the client's staff size and workflow, selected the right platform, and managed full implementation through to actual adoption. The gap between installing software and people using it is where most of these projects fail. Produced staff guides specific to each role.
06
Conducted a full evaluation of point-of-sale platforms against specific requirements: 2,000+ SKUs with size variants, multi-tier pricing, and accounting integration. Delivered a formal written recommendation plus a five-document implementation kit: strategic plan, setup guide, cost projections, team meeting summary, and staff alignment guide.
07
Set up and structured a Google Ads campaign from scratch, including keyword research, negative keyword lists, and targeting strategy. Produced multiple written research reports covering social media positioning, competitive analysis, plant stock strategy, and Cleveland County market conditions. All formal written deliverables, not slide decks.
08
Conducted a ground-up financial analysis of Cline's Nursery covering market trends, customer behavior, and a detailed breakdown of PVL and accounts receivable. QuickBooks had been understating profitability due to how accruals and timing were being handled. The corrected picture showed net income meaningfully higher than what ownership had been seeing. The analysis also revealed that the business is on pace for its most profitable first half of the year in recorded history.
Website: Before and After
The site went from a generic keyword-stuffed WordPress template to a focused, personality-driven presence built around what actually sets this nursery apart.
Before
Before
Previous home page
Home
Before
Previous garden shop page
Retail
Before
Previous wholesale page
Wholesale
Before
Previous about page
About
Before
Previous plants page
Plants & Trees

Click any image to see it full size.

After
After
New home page
Home
After
New live inventory page
Live Inventory
After
New wholesale page
Wholesale
After
New about page
About
After
New garden shop page
Garden Shop

Click any image to see it full size.

"Working with Max has been a major win for Cline's Nursery. His work has been focused on making our website more consumer-connected and easier to use, and the results are real and quantifiable. Our website feels alive."

John Cline, Founder & CEO

"Even though Maxten has only been working with us a short while, he has done so much good, giving life to our stale website with graphics, reviews, and easy navigation of live inventory for both retail and wholesale customers. Highly recommended."

Mary Bolin, Inventory & Financial Manager
Software & Technology · Early-Stage Startup · 2026

Early Prototype App Audit & Improvements

Technical Audit UX Analysis Product Strategy

Engagement

An early-stage startup needed an independent look at their consumer mobile app before a broader launch. They wanted honest feedback on what was broken or confusing, not validation. I spent 10+ hours working through the product as a first-time user and documented everything that failed, confused, or contradicted what the app was promising.

Deliverables

A structured written audit covering all major app features, with issues organized by severity and paired with concrete remediation notes for their engineering team. A separate first-user walkthrough narrative surfaced the gap between what the app promises and what someone actually encounters on day one. A pre-meeting brief organized the debrief call around decisions rather than rereading findings.

Follow-on engagement in progress. Client testimonial to be added.

Additional client engagements in progress. More case studies coming soon.

Insights

How I think about this work.

Short pieces on consulting, small business operations, and the problems that keep showing up.

Operations

The Real Problem Is Almost Never the Stated Problem

Businesses come to consultants with a symptom. "We need a new website." "Our inventory is a mess." "We need a better CRM." The actual issue is almost always upstream: unclear ownership, a process nobody questioned, or a decision that was never made. Good diagnosis takes longer than the client expects and saves months of fixing the wrong thing.

June 2026
Technology

Small Businesses Don't Need Enterprise Software

The instinct when something is broken is to buy a platform. But most operational problems facing a 10-person business can be solved with Google Sheets, a properly structured form, and one person who owns the process. The expensive system usually gets implemented halfway and then ignored. Start with what your team will actually use.

June 2026
Strategy

The Handoff Is the Deliverable

Consulting work that lives in a presentation deck is consulting work that doesn't get used. The measure of a good engagement isn't the quality of the findings. It's whether the business can run the thing after you leave. Every system I build gets documented. Every process gets an owner. The goal is to make myself redundant as fast as possible.

May 2026

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