Your business shouldn't rely on scattered spreadsheets, missed follow-ups, or processes that only exist in someone's head.
I help real estate teams and service-based businesses streamline operations through AI-powered workflows, CRM optimization, SOP development, and business process automation, so your team can spend less time managing operations and more time serving clients.
My background is in real estate operations, where I've supported transaction coordination, CRM administration, workflow documentation, and process improvement. Today, I combine that operational experience with modern AI and automation tools to build practical systems that are organized, scalable, and easy for teams to adopt.
How I Can Help
- CRM cleanup, organization, and optimization
- Workflow automation and business process improvement
- SOP creation and process documentation
- Lead intake and follow-up systems
- Referral partner management workflows
- Task, reminder, and deadline automation
- Operations dashboards and workflow design
- AI-assisted operational workflows
Tools & Platforms
- GoHighLevel (CRM, Pipelines & Workflows)
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- Zapier
- n8n
Google Workspace
- ChatGPT & AI-assisted workflows
- API-based integrations (implementation-focused)
Real Estate Operations Experience
- Transaction coordination workflows
- Listing management processes
- Lead and referral management systems
- Post-close follow-up workflows
- CRM administration
- Marketing operations support
- SOP development and operational documentation
Experience with platforms including Compass CRM, Buffini CRM, GoHighLevel, custom Google Workspace systems, and other real estate operations tools.
My Approach
I believe the best automation starts with good operations.
Before automating anything, I focus on understanding your business processes, identifying bottlenecks, and simplifying workflows. Then I design practical solutions that reduce repetitive work, improve visibility, and help your team operate more consistently.
My goal isn't to automate everything, it's to automate the right things while keeping your business efficient, organized, and easy to manage.
If you're looking for someone who thinks beyond individual tasks and focuses on building reliable business systems that support long-term growth, I'd be happy to discuss your operations and explore how we can improve them together.
