Projects & Activity
What I'm building, shipping, and working on right now.
🚀 Current Projects
Underwriting Email Data Extraction
In ProgressExtracting 29,000 underwriting offer & decline emails (not API-available) → configurable CSVs → 2 Salesforce objects with multiple field sets. Unlocks lender relationship analysis, sales & underwriting performance tracking, and opportunity scoring capabilities.
Apex Call Logging Auto-Correction
In ProgressBuilding Apex class to auto-correct mislogged call types. If reps cancel quality call/connect logs in Salesforce, system auto-logs correct baseline status. Cleaner activity data.
Prism Dynamics Platform Rebuild
Active DevelopmentAssessment platform evolution. Modern tech stack. Automated customer journey. Personality profiling at scale.
🎉 Team Update: Added Founding Engineer / Interim CTO
- • 10+ years Enterprise experience
- • Owning system architecture & technical infrastructure
- • Scaling platform for broader adoption
daniel-speiss.com Rebuild
In ProgressComplete site rebuild with Astro + Cloudflare. Multi-venture showcase. Portfolio structure. GitHub activity integration.
Custom Daniel AI (Personal Project)
PersonalAggregated personal data about myself → custom GPT. Includes personality, experiential, and functional elements. AI that understands how I think and work.
BH Capital Funding - Q1 2025 Roadmap
PlannedDashboard suite refresh. Attribution model rebuild. Pipeline forecasting enhancements.
✅ Recently Completed
Social Media Influencer Web App & Community Funnel
Built complete web app + community funnel for social media influencer. Ops audit of traffic & offerings → web app with Cal.com integration for coaching/consulting bookings → Discord community funnel. Stronger retention for top fans, nurtures fan base, converts followers to paying clients.
Third-Party App Migration → Native Web App
Migrated external application to native web app. Segmented app to capture lead data at every step → database → Slack automation for sales follow-up. Set up pixel events for ad campaigns. Better prospect experience, higher conversions, more leads.
Underwriting Email Data Extraction
29k offer/decline emails → Salesforce. Enables lender relationship tracking, performance analysis, opportunity scoring.
Salesforce Dial Activity Cleanup
Ran Apex in Dev Console to find quality connections (90 seconds execution). Updated activities, pushed to relevant stages, curated lead list for sales.
ZoomInfo Integration
Data enrichment workflows. Account & contact updates. Better targeting.
BH Capital: Speed-to-Lead System
Post-application redirect + Slack intake. Hours → minutes response time.
BH Capital: Underwriting Automation
Flows + completeness gates. ~30 → ~5 minute underwriting time.
Prism: Automated Customer Journey
Email sequences, personalized recommendations. Scaled to 1000s of assessments.
BH Capital: Rep Enablement Pack
SOPs, talk tracks, validations. Ramp time ≤3 days.
BH Capital: Data Quality Rebuild
Hygiene + lender-fit pre-checks. 35% decline rate reduction.