I connect the tools your business already relies on, remove the manual handoffs, and build workflows that keep your team focused on decisions that matter.
35+
GHL SUBACCOUNTS
MANAGED
10+
AGENCIES
SUPPORTED
10+
A2P
REGISTRATIONS
From manual to connected
When information stops between one step and the next, someone has to notice, pass it along, and remember what happens after.
One process. Two possible experiences.
How it often works
Website
New enquiry arrives
Form submitted
Lead information captured
CRM
Lead created
Manual handoff
Someone has to notice and assign this
Follow up
Someone has to remember to send the message
Customer waits
The next step depends on someone being available
What changes
Website
Enquiry arrives
CRM
Lead created and routed automatically
Automation
Follow up starts immediately
Calendar
Next available slot offered
CRM updated
Record stays current automatically
Team notified
Only when human judgement is needed
The tools aren't the problem.
The gaps between them are.
Your team shouldn't have to remember every handoff. The system should move the routine information. People step in when a real decision is needed.
That's where I start. With the process, not the tool.
How I build systems
First I understand what happens today. Then I find where work gets stuck, decide what should run automatically, and connect the systems around it.
01 · TODAY
manual gapsWebsite enquiry
New lead arrives
Form submitted
Lead information captured
CRM record created
Record is still unassigned
Someone notices it
A person has to check and assign
needs a person
Someone sends follow-up
The next message depends on memory
needs a person
Someone books appointment
The customer waits for the next step
needs a person
02 · AFTER
connected systemWebsite enquiry
Lead arrives in one place
CRM
Record created and routed
Lead assigned automatically
Follow-up sent
Calendar link offered
CRM updated
Team notified when judgment is needed
What I build
Common system patterns, shaped around the way your business already works.
The process comes first. The tools support it.
PROOF OF WORK
Real systems, real workflows, and the selected project video behind the case study.
01 / CRM & Business Automation
End-to-end CRM automation for managing vehicle repair enquiries, inspections, documentation, repair pathways, rental vehicles, reminders, and internal follow-ups.
GoHighLevel · Workflow Automation · SMS Automation · CRM · Forms · APIs · Google Calendar · Conditional Logic
02 / CRM & Marketing Automation
Built and maintained a production GoHighLevel appointment automation system for American Life Insurance, covering appointment confirmations, reminders, cancellations, no-shows, rescheduling, team assignment, and sold/not-sold follow-up.
The system coordinates multiple calendars and appointment outcomes through a collection of interconnected workflows designed around the complete appointment lifecycle.
GoHighLevel · Zapier · Webhooks · APIs · CRM Automation · SMS Automation · Email Automation · Calendars
03 / AI Automation & CRM
Built and evolved a complete GoHighLevel + n8n AI Voice Agent system, starting with a major sub-account cleanup and optimization project and expanding into automated sales, purchasing, client onboarding, sub-account provisioning, Voice AI setup, and QA.
The system connects the customer's purchase journey with automated backend provisioning, allowing each purchased Voice AI service to be tracked, redeemed, and converted into a configured client environment.
GoHighLevel · n8n · Voice AI · Webhooks · REST APIs · CRM Automation · Workflow Automation · OAuth · Twilio · Zoom
SERVICES
CRM, automation, integrations and AI workflows that help your team spend less time moving information around.
01
Keep leads moving from first contact to follow-up, appointment and sale.
GoHighLevel · CRM · Pipelines · Follow-up
CRM.
LESS
COPYING.
MORE WORK
MOVING.
A better process removes the steps people have to remember.
02
Remove the repetitive work your team keeps doing manually.
Workflows · Handoffs · Notifications · Data movement
03
Make your CRM, website, payments and other systems work together.
REST APIs · Webhooks · Backend logic · Data sync
CONNECT.
AI SHOULD
DO MORE
THAN CHAT.
04
Use AI where it can actually save time.
AI agents · Chatbots · Classification · Routing · RAG · Extraction
AI should handle a useful part of the process, then leave people with the judgment calls.
TOOLS I USE
Next step
You don't need to know the technical solution before reaching out. Tell me what's not working. A manual process, a tool that doesn't talk to the others, or a workflow that depends on one person. I'll explain how I'd approach it.
No commitment. No pressure. Just a conversation about your process.