I help founders, coaches, agencies, and small teams keep backend operations, CRM workflows, outbound campaigns, launches, client onboarding, and follow-up systems clean, reliable, and trackable.
My work focuses on backend systems support, CRM cleanup, workflow QA, automation troubleshooting, outbound email operations, launch backend support, sales/client operations, SOP documentation, and reporting.
Most backend systems do not break all at once. They drift.
CRM data becomes inconsistent.
Tags and segments get messy.
Automations stop behaving correctly.
Leads get missed.
Buyers receive the wrong emails.
Reports become unreliable.
Client handoffs become hard to track.
That’s where I come in.
My strength is the backend quality-control layer between strategy and execution. I help make sure leads are captured, contacts are clean, tags are accurate, buyers are excluded, workflows fire correctly, links work, tasks are tracked, and processes are documented.
What I support:
• CRM & Backend Operations
CRM cleanup, contact organization, pipeline checks, tag/segment cleanup, reporting trackers, duplicate checks, data QA, lifecycle logic review, and backend visibility.
• GHL, Funnels & Workflow QA
GoHighLevel/GHL pages, forms, workflows, lead capture flows, CRM routing, email follow-ups, booking/onboarding paths, form/link troubleshooting, and workflow testing.
• Automation Support
Zapier, Make, n8n, ManyChat, Kit/ConvertKit, and related backend automation support, including trigger/action checks, tag logic, sequence testing, platform handoff review, and root-cause notes.
• Outbound Email Operations
Apollo lead support, lead QA, deduplication, NeverBounce checks, suppression lists, Instantly uploads, bounce monitoring, deliverability flags, pacing checks, and campaign tracking.
• Launch Backend Support
Registration flow checks, checkout link checks, buyer tagging, buyer exclusions, reminder/replay sequence QA, purchase tracking, post-purchase delivery checks, and launch readiness review.
• Sales Ops & Client Workflow Support
Dubsado, HeyClients, ClickUp, Trello, Slack, contracts, invoices, onboarding/offboarding workflows, client trackers, SOP updates, reminders, handoff docs, and process cleanup.
• SOPs & Documentation
Workflow docs, SOP updates, checklists, root-cause notes, handoff guides, cleanup notes, and internal process documentation.
My background includes 14 years of online work, including 13 years in QA focused on accuracy, audits, compliance, SOPs, documentation, and structured execution. I also have 3+ years supporting backend operations, CRM systems, automations, outbound campaigns, launch workflows, and client operations.
I work best when there is a CRM, workflow, automation, funnel, campaign, sequence, launch process, or client backend system that needs to be built, checked, cleaned up, stabilized, or documented.
Tools I’ve worked with include:
GHL, LeadConnector, Zoho, Wix, ManyChat, Zapier, Make, n8n, Kit/ConvertKit, Instantly, Apollo, NeverBounce, Dubsado, HeyClients, GroupBoss, ClickUp, Trello, Slack, Notion, Asana, Google Sheets, Google Docs, Google Drive, Whop, Stan, Shopify, Skool, Telegram, Zoom, Stripe, Clio, Meta Events Manager, and related backend tools.
Portfolio:
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