Family Ventures
The Windermere Agency Platform
A household staffing agency run by one operator, powered by a 23,000-line ops platform and a Google Workspace automation layer.
01 The story
The Windermere Agency places household staff, and its entire back office is designed around one principle: every card surfaces the single next action the operator should take. A drag-and-drop pipeline moves families and candidates through stages with automatic advancement. Google Sheets stays the system of record, written through HMAC-signed Apps Script calls, so the operator can always fall back to the sheet. Background checks (FCRA-compliant) and billing flow in through webhooks. If a row sits untouched for five days, the system says so. In August the public site was rebuilt on the same standard in two days: twelve pages, consultation and candidate intake into a row-level-secured database with a private resume bucket, a jobs board fed from that database, and every legacy WordPress URL redirected so nothing earned in search is lost.
02 What went into it
- Next Best Action dashboard: one primary action per card
- Drag-and-drop placement pipeline with stage auto-advance
- Google Sheets as system of record with HMAC-signed writes
- Checkr background-check and Stripe billing webhooks
- Canned-response email automation on status change
- Daily 9am digest of top actions
- Stuck-state detection after five quiet days
- Cross-venture tabs for a second family business
- Rebuilt public site: private and corporate staffing paths, consultation and candidate intake, rate-limited and honeypot-guarded
- Resume uploads to a private storage bucket behind row-level security
- Legacy WordPress URLs redirected to preserve search equity
03 Stack and capabilities