Businesses lose leads, revenue, and time because their systems aren't built to scale. I build the systems that fix that.
I'm Evan Joy — a CRM and Automation Architect specializing in GoHighLevel, Make (Integromat), and end-to-end business automation. I design, build, and deliver complete operational systems — from intake funnels and deal pipelines to automated follow-up engines, hiring systems, training programs, and community platforms — so businesses can grow without adding manual work.
My builds don't just automate tasks. They create structured, trackable, and scalable workflows that move leads through a defined journey, alert the right people at the right time, and give business owners full visibility into their entire operation.
WHAT I'VE BUILT
Modern Home Inspections — Full Business Automation System (Ongoing)
Built and continue to manage a comprehensive GHL business operating system for a residential home inspection company in Connecticut. This is not a single project — it is a full backend rebuild covering sales, hiring, agent relations, internal communications, training, and operations.
Quote Follow-Up Engine
Built a 4-workflow automation engine (27 steps across a 9-day follow-up window) with conditional logic, wait timers, and cross-workflow exits
Created 5 custom CRM fields, 8 tracking tags, and a 6-stage visual pipeline for real-time quote tracking
Wrote 3 branded email templates and 3 companion SMS templates with full merge-field personalization
Configured 3 Smart Lists (Active Follow-Ups, Awaiting Manual Response, Overdue 7+ Days)
MHI Master Pipeline and Leadership Reporting
Built a master pipeline with stages: Quote Sent, Inspection Booked, Follow-Up Needed, and Lost Opportunity
Built an automated Weekly Leadership Report workflow (every Monday at 9AM EST) covering quotes, bookings, follow-ups, lost opportunities, CE agent conversions, VIP agents, and new applicants
Career Application System (Live)
Built a full hiring system from scratch: careers page, role-specific application forms for 3 positions (Home Inspector, Client Care Coordinator, Environmental Technician), and a confirmation page
Built the Career Application Workflow: survey trigger, opportunity creation in Applicant Pipeline, role-based tagging via conditional logic, internal notifications, and applicant confirmation email
Defined Applicant Pipeline stages: New Applicant, Under Review, Interview, Offer, Hired, Not Selected, Talent Pool
Created role-specific custom fields, structured tags, and a Shortlisted pipeline trigger for seamless team management
Deployed and live at -----------/careers
Created a social media hiring banner optimized for Facebook, LinkedIn, and Instagram
Phone and IVR System Overhaul
Audited full IVR structure and identified AI still present in routing paths
Removed Voice AI and Conversation AI from all call flows
Rebuilt call routing: tea-----------mbers first, fallback to voicemail (not AI)
Fixed routing logic (Go To to Record Voicemail) for both business hours and after-hours flows
Set up SMS notification to owner's personal cell when voicemail is left
Set up email notifications to tea-----------mbers for all voicemails
Fixed false voicemail notification issue by adding Call Status condition
Adjusted ring durations per team preference
Agent Newsletter System
Built a reusable weekly email newsletter template aligned with MHI branding
Created 3 newsletter editions (W1, W2, W3) with value-driven, agent-focused content
Built newsletter automation workflow triggered by tag (agent-newsletter), sending every Tuesday at 9AM EST with sequential weekly delivery
CE Agent Conversion Tracker
Identified gap in the system: no connection between CE class attendees and actual inspection bookings
Created CE Conversion Date custom field and confirmed use of existing ce-converted tag
Built CE Converted Agents Smart List (filtered by CE campaign tag and conversion tag)
Built and published CE Agent Conversion Tracker workflow: auto-fills conversion date when tag is applied
VIP Agent Tracking System
Confirmed and cleaned up 3 overlapping VIP-related tags, standardized to correct tag tied to Smart List
Created VIP Since Date custom field
Built and published VIP Agent Tracker workflow: auto-fills VIP Since Date on tag trigger
Reviewed and prepared existing VIP Long Term Nurture workflow for activation pending email content
Contact and Tag Standardization
Created Lead Source custom field (Google, Agent Referral, Repeat Client, Spectora, Direct, Other)
Created Client Type custom field (Buyer, Seller, Agent, Broker, Other)
Built Contact Standardization workflow that auto-creates a task for every new contact to ensure proper classification
Post-First-Inspection Agent Workflow
Built automated workflow triggered when new-agent-first-inspection tag is applied
Step 1: Immediate call task assigned to Opportunity Owner to thank the agent
Step 2: Automated 3-month check-in SMS to keep MHI top of mind
Client Care Community
Built Client Care Community product and offer inside GHL Memberships
Connected Quote Follow-Up workflow to automatically grant community access when quote tag is applied
Created thumbnail and cover image, added welcome post and announcements
Inspector Training Program (In Progress)
Built a multi-module training course inside GHL Memberships (EchoDesk)
Module 1: Inspection Fundamentals (4 lessons complete)
Module 2: Client Communication (3 lessons complete)
Module 3: Reporting and Documentation (in progress)
Module 4: GHL and EchoDesk Usage (planned)
Planned automation: new inspector tag triggers enrollment, welcome email, and onboarding task creation
Community Groups Setup
Set up 4 internal community groups inside EchoDesk with dedicated channels: Industry Partners, MHI Inspectors, MHI Operations, MHI Client Care
System Audit
Conducted full workflow audit across all folders, identified all active vs draft workflows
Flagged critical issues: draft workflows with hundreds to thousands of enrolled contacts, inactive automation sequences, and unreviewed ISN webhooks
Documented findings and recommendations before making any changes
Basar Commercial Real Estate — Full Deal Flow CRM and Decision Engine
Designed and implemented a full commercial real estate CRM ecosystem covering the entire lifecycle from lead to closing to revenue tracking.
Built a 15-stage commercial deal flow pipeline (Lead Submission to Underwriting to Strategy to Due Diligence to Closing to Revenue Tracking)
Created an advanced intake system capturing full underwriting data: property type, NOI, expenses, loan balance, exit strategy, and document uploads (rent roll, T12, plans)
Built 2 fully functional acquisition funnels: a High-End Property Funnel and an Acquisition/Development Funnel for developers and distressed project owners
Developed a Deal Analyzer and Decision Engine: calculates Stabilized Value (NOI divided by Cap Rate), Max Offer Price, estimated profit, and applies Green/Yellow/Red deal ratings with strategy recommendations
Built a Money Board (Revenue Tracking System) for deal value, profit, closing timelines, and revenue collected
Integrated Make (Integromat) for webhook-based data processing, real-time field calculations, and opportunity syncing
Designed a custom tagging system and multi-calendar structure (Initial Consultation, Strategy Call, Project Review)
Real Estate CRM Systems
Built buyer, seller, FSBO, and open house pipelines with stage-based automation and smart segmentation
Developed educational nurturing sequences for FSBO leads
Created open house lead capture funnels with automated follow-up
Built client lifecycle tracking systems from first contact through closing
Nonprofit Housing System — THA (Foreclosure, Tax Delinquency and Probate)
Built a multi-division intake system covering three service lines: foreclosure assistance, tax delinquency, and probate/inheritance
Designed automated lead routing, urgent case tagging, and internal alert systems
Course and Community Systems
Built multi-module online course structures inside GHL with gated content and lesson sequencing
Automated student access via tags and trigger-based community invitations
Managed weekly content release workflows and student onboarding flows, Email, SMS and Deliverability
Built full email and SMS automation systems: launch campaigns, nurture sequences, re-engagement flows, and appointment reminders (24hr, 2hr, 30min)
Set up domain-based sending (SMTP, branded email) with full compliance and deliverability optimization
Integrations and Automation
Built Make (Integromat) scenarios for webhook processing, real-time calculations, and CRM field updates
Connected forms to CRM to pipelines to SMS/email notifications in unified workflows
Resolved complex integration errors including data formatting mismatches and field mapping inconsistencies
Implemented behavior-based triggers: link clicks, form submissions, tag changes, and pipeline stage moves
Core Skills and Tools
GoHighLevel (CRM, Workflows, Funnels, Pipelines, Smart Lists, Communities, Memberships, Courses, IVR, Calendars), Make (Integromat), Zapier, Webhook and API Integrations, CRM Architecture, Funnel and Landing Page Development, Email and SMS Automation, Phone System and IVR Setup, Hiring and Applicant Tracking Systems, Training Program Builds, Calendar System Setup, Custom Fields and Tag Systems, Deal Analysis Logic, Google Workspace, Trello, Canva, Slack, ChatGPT/Claude
I started my career in customer service and was promoted to Product Trainer early — that foundation gave me a client-first mindset and a commitment to clear documentation and clean handoffs. Every system I build is delivered with guides, checklists, and testing protocols so your team can run it confidently without depending on me.
Ready to build or optimize your CRM system? Let's talk about what you're working with and what it should look like when it's done right.
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