I help small businesses, agencies, and service providers organize their CRM, follow up with leads faster, and build simple automation systems that reduce missed opportunities.
My focus is on GoHighLevel (GHL), CRM setup, marketing automation, lead capture, appointment booking, pipeline tracking, email/SMS follow-up, reactivation campaigns, client onboarding, retention check-ins, and manual follow-up alerts.
My portfolio includes automation projects for:
• Med spa consultation booking and follow-up
• HVAC dormant customer reactivation
• Financial coaching client onboarding and retention
These projects include CRM pipelines, forms, calendars, tags, workflow triggers, conditional logic, wait steps, booking updates, email/SMS sequences, staff notifications, and QA testing.
I’m best suited for businesses that need help setting up or improving their CRM workflows, follow-up process, booking system, and customer journey tracking.
I value clean execution, organized CRM data, clear workflow logic, testing, documentation, and practical systems that are easy to understand and maintain.
