I build AI-powered automation systems that eliminate repetitive work, connect your tools, and run 24/7 — so your team focuses on what actually grows the business.
With n8n, Zapier, Make, and Claude AI, I've delivered production workflows for CRM automation, content pipelines, lead generation, and energy assessment systems — all documented, tested, and handed off clean.
CLIENT EXPECTATIONS
Here's exactly what to expect working with me:
SECURITY & CLIENT PROTECTION:
I never accept credentials via email, Slack, or plain text. I use LastPass personally. If you have preference:
All credentials collected via encrypted sharing (LastPass, Bitwarden, or secure forms etc.)
Dedicated service accounts created per project — never using your personal admin login
All credentials were deleted and documented upon project completion
GOHIGHLEVEL:
Funnel Build Checklist
GoHighLevel account access
Clear funnel goal
Main offer or service
Landing page copy or content outline
Images and videos
Brand kit or logo, fonts, and colors
Domain or subdomain
Form or booking method
Follow up plan
Tags, Pipeline Stages
CRM's/Tools Automation Core Credentials Checklist:
1. Platform API Keys & Secrets
Every tool being automated — Pipedrive, Airtable, OpenAI, etc. — needs its API key and secret with the exact permission scopes required.
2. OAuth Credentials
Client ID + Secret for tools using OAuth flows (Google Workspace, Facebook, etc.)
3. Webhook URLs & Secret Tokens
For any service that pushes data into your workflow.
4. Service Account Access
A dedicated account created specifically for automation — never a personal login.
5. Database / CRM Access
Read/write credentials with minimum necessary permissions only.
6. SMTP or Email API Access
For any email automation (SendGrid key, Gmail service account, etc.)
7. Staging/Sandbox Environment
Test credentials separate from production — always test here first.
8. A clear description of your current manual process in a PDF or Document file.
"All third-party platform subscriptions, API usage fees, and tool costs are the sole responsibility of the client. I provide automation build, configuration, and maintenance services only."
