Discuss Your Work

Portfolio

Practical work for the people and businesses serving schools.

Explore client work created for education sales, school and district research, educator-facing marketing, and the day-to-day operations of small businesses in education. A separate collection at the end shows two additional AI and automation examples.

Designed and built by KindHavenEvery project shown was built by Lisa Donbavand. Private information and identifiable client materials are not shown.

Client portfolio

Work for education sales and small businesses in education.

These projects address research, data, messaging, lead generation, daily planning, document organization, and team operations for education sales representatives, publishers, school vendors, and small education businesses.

Featured education research system

School & District Research Toolset

Featured Education SystemEducation Research & Sales Support

The need

Education businesses often need to identify schools, districts, and the correct decision-makers across large geographic areas. Job titles and school websites vary considerably, making this research difficult and time-consuming.

What KindHaven built

KindHaven built repeatable research tools that locate matching schools and professional contacts, check official sources, account for variations in job titles, flag ambiguous district names, document missing information honestly, and produce organized spreadsheets ready for review or outreach.

The toolset includes

  • District Contact Finder
  • Special Education Director Finder
  • Charter & Private School Finder
  • Role-specific school and district research workflows
  • Structured, sourced contact spreadsheets
Capabilities demonstratedSourced research · Title-variation handling · Ambiguity checks · Structured contact data · Human review
Practical valueTurns a lengthy manual research process into a repeatable, organized, and carefully documented workflow—with accuracy, official sources, and transparent findings at the center.

District Data Assistant

Education Data ToolCustom Tools & Data Systems

The need

A large spreadsheet contained many rows unrelated to a specific approved list of school districts, requiring tedious row-by-row review.

What KindHaven built

KindHaven built a custom data assistant that compares every spreadsheet row against the supplied district list, preserves the matching rows, removes unrelated rows, and produces a separate record of everything removed for review.

Capabilities demonstratedSpreadsheet automation · Matching logic · District data filtering · Audit trails · Human-review safeguards
Practical valueMakes district-data review faster while preserving a transparent record of every change.

Education Conference Materials & Lead Journey

Education Client ProjectMarketing, Content & Lead Journeys

The need

An education sales business needed conference materials that would quickly connect with educators, explain its value clearly, and support useful follow-up after the event.

What KindHaven built

KindHaven developed audience-focused messaging and created coordinated signs and handouts with clear hierarchy, practical benefits, and thoughtful QR-code placement. The broader journey connected the conference conversation to a useful downloadable resource, contact capture, and encouraging email follow-up.

Capabilities demonstratedEducation audience research · Messaging strategy · Brand application · Print and digital materials · Lead capture · Customer-journey planning
Practical valueCreates a clearer path from a teacher's immediate need to conversation, useful content, and continued follow-up.

Morning Brief & Inbox/Day Tracker

Client AI AssistantsAI Assistants & Workflow Automation

The need

Important information and daily responsibilities can become scattered across email, calendars, team communication, and task lists, making it difficult to see what genuinely needs attention.

What KindHaven built

KindHaven built client-facing assistants that help organize and guide the workday. Morning Brief brings priority email, calendar events, upcoming commitments, and recent team activity into one scheduled summary. Inbox & Day Tracker helps capture incoming work, plan the day, and keep priorities visible as the day changes.

Capabilities demonstratedConnected-tool workflows · AI summarization · Priority filtering · Daily planning · Scheduled automation · User guidance
Practical valueHelps the client begin with a clearer plan, keep new work organized, and focus attention on the responsibilities that matter most.

Paperless Document & Invoice Organization

Internal SystemAI Assistants & Workflow Automation

The need

Receipts, invoices, statements, warranties, and other business documents often arrive with inconsistent filenames and require time-consuming manual review and filing.

What KindHaven built

KindHaven built a repeatable document-management workflow that reads incoming files, extracts useful information, renames documents consistently, logs applicable details, and files each item into an organized archive.

Capabilities demonstratedDocument processing · Information extraction · Classification · Naming rules · Recurring automation · Bookkeeping preparation
Practical valueTurns a repetitive filing process into a reusable system while preserving an organized record of the documents processed.

Local Budget Automation

Internal SystemCustom Tools & Data Systems

The need

Reviewing financial activity across multiple bank and credit-card statements can require substantial manual consolidation and categorization.

What KindHaven built

KindHaven built a private, locally operated budgeting system that processes statement files and produces a categorized spreadsheet workbook and an interactive browser dashboard with filters, summaries, account views, and charts.

Capabilities demonstratedLocal data processing · Spreadsheet automation · Transaction categorization · Dashboard development · Privacy-conscious design
Practical valueConverts disconnected financial statements into an organized financial view while keeping the processing on the user's own computer.

Priority Compass

Client Planning ToolCustom Tools & Data Systems

The need

A long list of responsibilities can make it difficult to determine what deserves attention first.

What KindHaven built

KindHaven built a task and decision-support dashboard that scores work using impact, due-date urgency, and adjustable category priorities. It identifies a focused daily Top 3 while also supporting subtasks, completion tracking, and a visual progress history.

Capabilities demonstratedCustom scoring logic · Prioritization systems · Interactive dashboard design · Local data storage · Progress tracking
Practical valueHelps users move from an overwhelming task list to a clear and manageable daily focus.

Team Update Dashboard

Functioning PrototypeAI Assistants & Workflow Automation

The need

Leaders can spend too much time reviewing multiple team channels to understand what was completed, what is blocked, and what remains in progress.

What KindHaven built

KindHaven built a functioning dashboard prototype prepared for use with a populated team workspace. It reads selected Slack channels and uses AI to classify the week's messages into Shipped, Blocked, and Updates, with a comparison view across teams.

Capabilities demonstratedAI classification · Connected team communication · Dashboard design · Information summarization · Leadership reporting
Practical valueProvides a structured way to review team activity, surface blockers, and compare updates without claiming results from active client teams.

Broader capabilities

Other AI & Automation Work

Torque Test and the selected custom business assistants show additional capabilities beyond the core client portfolio, including educational product design, gamification, specialized instructions, and guided AI workflows.

Torque Test

Educational PrototypeCustom Tools & Data Systems

The need

Traditional certification study materials can feel repetitive and provide learners with little sense of progress.

What KindHaven built

KindHaven built Torque Test, a garage-themed study game for NATE Ready to Work certification preparation. Correct answers earn points, answer streaks earn bonuses, and long-term progress unlocks vehicle-themed achievement badges. OSHA and EPA 608 Type I content are planned for future development.

Capabilities demonstratedEducational product design · Gamification · Scoring systems · Reward logic · Learner engagement · Themed interface development
Practical valueMakes certification practice more interactive while giving learners a visible way to track progress and achievements.

Selected Custom Business AI Assistants

Custom GPTsAI Assistants & Workflow Automation

The need

A general-purpose chat tool does not automatically understand a business's preferred process, decision rules, tone, or required output.

What KindHaven built

KindHaven creates specialized AI assistants with carefully designed instructions, decision rules, tone, workflows, and repeatable outputs for a defined user or business need.

Business-facing examples

IT Resume & Career Assistant

Evaluates technology resumes, tailors application materials to specific roles, strengthens accomplishment statements, identifies relevant keywords, and supports career planning and interview preparation.

Invoice & Quote Assistant

Gathers project details, clarifies whether labor and materials should be included, researches relevant local market information when needed, and produces structured draft quotes and invoices for human review.

Capabilities demonstratedCustom GPT design · Specialized instructions · Conditional decision logic · Domain-focused workflows · Structured outputs · User guidance
Practical valueCreates focused, repeatable assistance for defined tasks while keeping review and final decisions with the user.

A solution shaped around your work

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Start with the problem

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