SELECTED WORK
CRM & Automation Systems I've Built
Featured Funnel Projects
Explore practical CRM, workflow automation, AI, and integration projects built to capture leads, streamline follow-ups, organize customer journeys, and reduce manual work.
SELECTED WORK
CRM & Automation Systems I've Built
Featured Funnel Projects
Explore practical CRM, workflow automation, AI, and integration projects built to capture leads, streamline follow-ups, organize customer journeys, and reduce manual work.
SELECTED WORK
CRM & Automation Systems I've Built
Featured Funnel Projects
Explore practical CRM, workflow automation, AI, and integration projects built to capture leads, streamline follow-ups, organize customer journeys, and reduce manual work.
HighLevel
FEATURED • SYSTEM
CRM & Automation System
Prime Care HVAC Lead-to-Customer CRM
An end-to-end HighLevel CRM designed to manage the complete HVAC customer journey—from lead capture and qualification to estimates, quote follow-up, job completion, recovery, and reactivation.
HighLevel
CRM
Workflows
Calendars
SMS
FEATURED • VOICE AI
CRM & Sales Automation
Smart Solar Flow - Solar Sales CRM
A lead management and sales automation system designed to qualify solar prospects, organize opportunities, automate follow-ups, and move qualified leads through the sales journey.
HighLevel
CRM
Automation
Voice AI
Lead Routing
FEATURED • APPOINTMENT SYSTEM
Patient CRM & Automation
Bright Smile - Patient Journey System
A dental CRM and appointment automation system designed to manage consultation bookings, reminders, cancellations, no-shows, rebooking, and long-term patient nurture.
HighLevel
CRM
Workflows
Calendars
SMS
WORKFLOW DIAGRAM
Visitor
Landing Page
Lead Form
Thank You
Email #1
Nurture
Offer
LEAD GENERATION PROJECT
KetoFit Living
OBJECTIVE
Generate leads through a free ebook offer.
OVERVIEW
KetoFit Living is a lead generation funnel designed for a health and wellness brand offering a free Keto Meal Plan in exchange for visitor information. The objective was to attract qualified leads, grow the email list, and automatically nurture prospects toward future offers.
THE CHALLENGE
The business needed a simple but effective way to collect leads without relying solely on social media. Visitors were leaving the website without taking any action, resulting in missed opportunities to build an audience.
THE SOLUTION
I designed a focused lead generation funnel that guides visitors toward a single conversion goal—downloading the free Keto Meal Plan.
The funnel includes: High-converting landing page, Lead capture form, Thank You page, Email automation sequence, CRM contact management and Mobile responsive design.
WORKFLOW DIAGRAM
Visitor
Landing Page
Lead Form
Thank You
Email #1
Nurture
Offer
TOOLS
Workflows
Forms
GoHighLevel
Email Automations
TOOLS
Workflows
Forms
GoHighLevel
Email Automations
SKILLS
Funnel Design
Email Automation
Lead Capture
INCLUDED
Landing Page
Thank You Page
Email Automation
EXPECTED OUTCOME
The funnel delivers a seamless purchasing experience while automating product delivery and customer follow-up, allowing creators to focus on growing their business instead of handling repetitive tasks.
WEBINAR REGISTRATION FUNNEL PROJECT
CourseLaunch Academy
CourseLaunch Academy
OBJECTIVE
Increase webinar signups.
OVERVIEW
CourseLaunch Academy is a webinar registration funnel created for online educators who want to increase webinar attendance and convert participants into paying students.
THE CHALLENGE
The business required a registration system that not only collected sign-ups but also reminded attendees before the webinar and continued communication afterward.
THE SOLUTION
I developed a complete webinar funnel with automated reminders and follow-up sequences to improve attendance rates and nurture prospects.
The system includes: Registration page, Thank You page, Confirmation email, Reminder email sequence, Calendar integration and Post-webinar follow-up automation.
WORKFLOW DIAGRAM
Visitor
Registration Page
Confirmation Page
Confirmation Email
Reminder Emails
Webinar Attendance
Follow-up Sequence
TOOLS
GoHighLevel
Forms
Workflows
Email Automations
SKILLS
Event Funnels
Email Automation
Lead Nurture
INCLUDED
Registration Page
Confirmation Page
Reminder Sequence
EXPECTED OUTCOME
The funnel simplifies the webinar registration process while ensuring attendees receive timely reminders and post-event follow-ups, creating a better overall customer experience.
LOW TICKET DIGITAL PRODUCT FUNNEL PROJECT
CreatorBoost Studio
OBJECTIVE
To maximize conversions through a simple purchasing experience supported by automation.
OVERVIEW
CreatorBoost Studio is a sales funnel built for creators selling affordable digital products such as Canva templates, planners, and digital resources.
THE CHALLENGE
Many creators experience abandoned purchases due to lengthy checkout processes and lack of follow-up communication.
THE SOLUTION
I designed a streamlined sales funnel focused on reducing friction while automating customer communication after purchase.
The funnel includes: Sales Page, Checkout Page, Thank You Page, Purchase, Confirmation Email, Product Delivery Automation and Customer Follow-up Sequence.
WORKFLOW DIAGRAM
Visitor
Sales Page
Checkout
Payment
Thank You Page
Product Delivery
Follow-up Emails
TOOLS
GoHighLevel
Forms
Workflows
Email Automations
TOOLS
GoHighLevel
Forms
Workflows
Email Automations
SKILLS
Sales Funnel Design
Conversion Copy
Product Delivery Automation
INCLUDED
Sales Page
Checkout Page
Thank You Page
EXPECTED OUTCOME
The funnel delivers a seamless purchasing experience while automating product delivery and customer follow-up, allowing creators to focus on growing their business instead of handling repetitive tasks.
HighLevel
FEATURED • SYSTEM
CRM & Automation System
Prime Care HVAC Lead-to-Customer CRM
An end-to-end HighLevel CRM designed to manage the complete HVAC customer journey—from lead capture and qualification to estimates, quote follow-up, job completion, recovery, and reactivation.
HighLevel
CRM
Workflows
SMS
Calendars
FEATURED • VOICE AI
CRM & Sales Automation
Smart Solar Flow - Solar Sales CRM
A lead management and sales automation system designed to qualify solar prospects, organize opportunities, automate follow-ups, and move qualified leads through the sales journey.
HighLevel
CRM
Automation
Lead Routing
Voice AI
FEATURED • APPOINTMENT SYSTEM
Patient CRM & Automation
Bright Smile - Patient Journey System
A dental CRM and appointment automation system designed to manage consultation bookings, reminders, cancellations, no-shows, rebooking, and long-term patient nurture.
HighLevel
CRM
Workflows
SMS
Calendars
WORKFLOW DIAGRAM
Visitor
Landing Page
Lead Form
Thank You
Email #1
Nurture
Offer
LEAD GENERATION PROJECT
KetoFit Living
OBJECTIVE
Generate leads through a free ebook offer.
OVERVIEW
KetoFit Living is a lead generation funnel designed for a health and wellness brand offering a free Keto Meal Plan in exchange for visitor information. The objective was to attract qualified leads, grow the email list, and automatically nurture prospects toward future offers.
THE CHALLENGE
The business needed a simple but effective way to collect leads without relying solely on social media. Visitors were leaving the website without taking any action, resulting in missed opportunities to build an audience.
THE SOLUTION
I designed a focused lead generation funnel that guides visitors toward a single conversion goal—downloading the free Keto Meal Plan.
The funnel includes: High-converting landing page, Lead capture form, Thank You page, Email automation sequence, CRM contact management and Mobile responsive design.
TOOLS
Workflows
Forms
GoHighLevel
Email Automations
TOOLS
Workflows
Forms
GoHighLevel
Email Automations
SKILLS
Funnel Design
Email Automation
Lead Capture
INCLUDED
Landing Page
Thank You Page
Email Automation
EXPECTED OUTCOME
The funnel delivers a seamless purchasing experience while automating product delivery and customer follow-up, allowing creators to focus on growing their business instead of handling repetitive tasks.
WEBINAR REGISTRATION FUNNEL PROJECT
CourseLaunch Academy
CourseLaunch Academy
OBJECTIVE
Increase webinar signups.
OVERVIEW
CourseLaunch Academy is a webinar registration funnel created for online educators who want to increase webinar attendance and convert participants into paying students.
THE CHALLENGE
The business required a registration system that not only collected sign-ups but also reminded attendees before the webinar and continued communication afterward.
THE SOLUTION
I developed a complete webinar funnel with automated reminders and follow-up sequences to improve attendance rates and nurture prospects.
The system includes: Registration page, Thank You page, Confirmation email, Reminder email sequence, Calendar integration and Post-webinar follow-up automation.
TOOLS
GoHighLevel
Forms
Workflows
Email Automations
SKILLS
Event Funnels
Email Automation
Lead Nurture
INCLUDED
Registration Page
Confirmation Page
Reminder Sequence
EXPECTED OUTCOME
The funnel simplifies the webinar registration process while ensuring attendees receive timely reminders and post-event follow-ups, creating a better overall customer experience.
LOW TICKET DIGITAL PRODUCT FUNNEL PROJECT
CreatorBoost Studio
OBJECTIVE
To maximize conversions through a simple purchasing experience supported by automation.
OVERVIEW
CreatorBoost Studio is a sales funnel built for creators selling affordable digital products such as Canva templates, planners, and digital resources.
THE CHALLENGE
Many creators experience abandoned purchases due to lengthy checkout processes and lack of follow-up communication.
THE SOLUTION
I designed a streamlined sales funnel focused on reducing friction while automating customer communication after purchase.
The funnel includes: Sales Page, Checkout Page, Thank You Page, Purchase, Confirmation Email, Product Delivery Automation and Customer Follow-up Sequence.
TOOLS
GoHighLevel
Forms
Workflows
Email Automations
TOOLS
GoHighLevel
Forms
Workflows
Email Automations
SKILLS
Sales Funnel Design
Conversion Copy
Product Delivery Automation
INCLUDED
Sales Page
Checkout Page
Thank You Page
EXPECTED OUTCOME
The funnel delivers a seamless purchasing experience while automating product delivery and customer follow-up, allowing creators to focus on growing their business instead of handling repetitive tasks.
HighLevel
FEATURED • SYSTEM
CRM & Automation System
Prime Care HVAC Lead-to-Customer CRM
An end-to-end HighLevel CRM designed to manage the complete HVAC customer journey—from lead capture and qualification to estimates, quote follow-up, job completion, recovery, and reactivation.
FEATURED • VOICE AI
CRM & Sales Automation
Smart Solar Flow - Solar Sales CRM
A lead management and sales automation system designed to qualify solar prospects, organize opportunities, automate follow-ups, and move qualified leads through the sales journey.
FEATURED • APPOINTMENT SYSTEM
Patient CRM & Automation
Bright Smile - Patient Journey System
A dental CRM and appointment automation system designed to manage consultation bookings, reminders, cancellations, no-shows, rebooking, and long-term patient nurture.
LEAD GENERATION PROJECT
KetoFit Living
OBJECTIVE
Generate leads through a free ebook offer.
OVERVIEW
KetoFit Living is a lead generation funnel designed for a health and wellness brand offering a free Keto Meal Plan in exchange for visitor information. The objective was to attract qualified leads, grow the email list, and automatically nurture prospects toward future offers.
THE CHALLENGE
The business needed a simple but effective way to collect leads without relying solely on social media. Visitors were leaving the website without taking any action, resulting in missed opportunities to build an audience.
THE SOLUTION
I designed a focused lead generation funnel that guides visitors toward a single conversion goal—downloading the free Keto Meal Plan.
The funnel includes: High-converting landing page, Lead capture form, Thank You page, Email automation sequence, CRM contact management and Mobile responsive design.
WORKFLOW DIAGRAM
Visitor
Landing Page
Lead Form
Thank You
Email #1
Nurture
Offer
TOOLS
Workflows
Forms
GoHighLevel
Email Automations
TOOLS
Workflows
Forms
GoHighLevel
Email Automations
SKILLS
Funnel Design
Email Automation
Lead Capture
INCLUDED
Landing Page
Thank You Page
Email Automation
EXPECTED OUTCOME
The funnel delivers a seamless purchasing experience while automating product delivery and customer follow-up, allowing creators to focus on growing their business instead of handling repetitive tasks.
WEBINAR REGISTRATION FUNNEL PROJECT
CourseLaunch Academy
CourseLaunch Academy
OBJECTIVE
Increase webinar signups.
OVERVIEW
CourseLaunch Academy is a webinar registration funnel created for online educators who want to increase webinar attendance and convert participants into paying students.
THE CHALLENGE
The business required a registration system that not only collected sign-ups but also reminded attendees before the webinar and continued communication afterward.
THE SOLUTION
I developed a complete webinar funnel with automated reminders and follow-up sequences to improve attendance rates and nurture prospects.
The system includes: Registration page, Thank You page, Confirmation email, Reminder email sequence, Calendar integration and Post-webinar follow-up automation.
TOOLS
GoHighLevel
Forms
Workflows
Email Automations
SKILLS
Event Funnels
Email Automation
Lead Nurture
INCLUDED
Registration Page
Confirmation Page
Reminder Sequence
EXPECTED OUTCOME
The funnel simplifies the webinar registration process while ensuring attendees receive timely reminders and post-event follow-ups, creating a better overall customer experience.
LOW TICKET DIGITAL PRODUCT FUNNEL PROJECT
CreatorBoost Studio
OBJECTIVE
To maximize conversions through a simple purchasing experience supported by automation.
OVERVIEW
CreatorBoost Studio is a sales funnel built for creators selling affordable digital products such as Canva templates, planners, and digital resources.
THE CHALLENGE
Many creators experience abandoned purchases due to lengthy checkout processes and lack of follow-up communication.
THE SOLUTION
I designed a streamlined sales funnel focused on reducing friction while automating customer communication after purchase.
The funnel includes: Sales Page, Checkout Page, Thank You Page, Purchase, Confirmation Email, Product Delivery Automation and Customer Follow-up Sequence.
TOOLS
GoHighLevel
Forms
Workflows
Email Automations
TOOLS
GoHighLevel
Forms
Workflows
Email Automations
SKILLS
Sales Funnel Design
Conversion Copy
Product Delivery Automation
INCLUDED
Sales Page
Checkout Page
Thank You Page
EXPECTED OUTCOME
The funnel delivers a seamless purchasing experience while automating product delivery and customer follow-up, allowing creators to focus on growing their business instead of handling repetitive tasks.
Zapier
ZAPIER • PROJECT 1
AI Content Repurposing & Social Media Automation
The Challenge:
Turning one video into multiple pieces of content manually takes too much time.
The Solution:
Built a Zapier workflow that transforms one video into multiple content pieces and automatically routes them for publishing.
Workflow
Google Drive → AI Transcription → Blog Content → Looping → Conditional Paths → Facebook & LinkedIn
Key Features
AI transcription & content creation
Creates multiple posts from one video
Automated content routing
Facebook & LinkedIn publishing
Result
A streamlined content system that reduces repetitive work and makes content repurposing faster and more consistent.
ZAPIER • PROJECT 2
AI-Powered Asana CRM & Client Life Cycle Automation
The Challenge:
Manual client follow-ups, onboarding, and document management were time-consuming and could lead to missed communication.
The Solution:
Built an automated CRM workflow using Asana + Zapier + AI by Zapier + Gmail + Google Drive.
The system automatically responds to five client stages:
Ready to Start → Creates project folder and task
No Response → Sends AI-personalized follow-ups
Quoted → Automates quote follow-ups
Approved → Sends AI-generated welcome email + onboarding document
Paid & Closed → Sends personalized service recommendation
Result
Created a streamlined client lifecycle that reduces repetitive work, keeps follow-ups consistent, and delivers personalized communication automatically.
ZAPIER • PROJECT 3
Automated Lead Enrichment
The Challenge:
Sales teams waste time manually researching leads and deciding which prospects to prioritize.
The Solution:
Built a Zapier automation that enriches new leads through Apollo, evaluates them, and routes them based on priority.
Workflow
YouForm → Formatter → Apollo → Paths → Google Sheets → Slack/Gmail → AI Email
Key Features:
Automatic lead enrichment with Apollo
High-priority lead identification
Conditional routing with Paths
Sales team notifications
AI-generated outreach email drafts
Result
A smarter lead qualification system that reduces manual research and helps sales teams focus on high-value prospects faster.
Zapier
Key Features
AI transcription & content creation
Creates multiple posts from one video
Automated content routing
Facebook & LinkedIn publishing
ZAPIER • PROJECT 1
AI Content Repurposing & Social Media Automation
The Challenge:
Turning one video into multiple pieces of content manually takes too much time.
The Solution:
Built a Zapier workflow that transforms one video into multiple content pieces and automatically routes them for publishing.
Workflow
Google Drive → AI Transcription → Blog Content → Looping → Conditional Paths → Facebook & LinkedIn
Result
A streamlined content system that reduces repetitive work and makes content repurposing faster and more consistent.
ZAPIER • PROJECT 2
AI-Powered Asana CRM & Client Life Cycle Automation
The Challenge:
Manual client follow-ups, onboarding, and document management were time-consuming and could lead to missed communication.
The Solution:
Built an automated CRM workflow using Asana + Zapier + AI by Zapier + Gmail + Google Drive.
The system automatically responds to five client stages:
Ready to Start → Creates project folder and task
No Response → Sends AI-personalized follow-ups
Quoted → Automates quote follow-ups
Approved → Sends AI-generated welcome email + onboarding document
Paid & Closed → Sends personalized service recommendation
Result
Created a streamlined client lifecycle that reduces repetitive work, keeps follow-ups consistent, and delivers personalized communication automatically.
ZAPIER • PROJECT 3
Automated Lead Enrichment
The Challenge:
Sales teams waste time manually researching leads and deciding which prospects to prioritize.
The Solution:
Built a Zapier automation that enriches new leads through Apollo, evaluates them, and routes them based on priority.
Workflow
YouForm → Formatter → Apollo → Paths → Google Sheets → Slack/Gmail → AI Email
Key Features:
Automatic lead enrichment with Apollo
High-priority lead identification
Conditional routing with Paths
Sales team notifications
AI-generated outreach email drafts
Result
A smarter lead qualification system that reduces manual research and helps sales teams focus on high-value prospects faster.
Zapier
ZAPIER • PROJECT 1
AI Content Repurposing & Social Media Automation
The Challenge:
Turning one video into multiple pieces of content manually takes too much time.
The Solution:
Built a Zapier workflow that transforms one video into multiple content pieces and automatically routes them for publishing.
Workflow
Google Drive → AI Transcription → Blog Content → Looping → Conditional Paths → Facebook & LinkedIn
Key Features
AI transcription & content creation
Creates multiple posts from one video
Automated content routing
Facebook & LinkedIn publishing
Result
A streamlined content system that reduces repetitive work and makes content repurposing faster and more consistent.
ZAPIER • PROJECT 2
AI-Powered Asana CRM & Client Life Cycle Automation
The Challenge:
Manual client follow-ups, onboarding, and document management were time-consuming and could lead to missed communication.
The Solution:
Built an automated CRM workflow using Asana + Zapier + AI by Zapier + Gmail + Google Drive.
The system automatically responds to five client stages:
Ready to Start → Creates project folder and task
No Response → Sends AI-personalized follow-ups
Quoted → Automates quote follow-ups
Approved → Sends AI-generated welcome email + onboarding document
Paid & Closed → Sends personalized service recommendation
Result
Created a streamlined client lifecycle that reduces repetitive work, keeps follow-ups consistent, and delivers personalized communication automatically.
ZAPIER • PROJECT 3
Automated Lead Enrichment
The Challenge:
Sales teams waste time manually researching leads and deciding which prospects to prioritize.
The Solution:
Built a Zapier automation that enriches new leads through Apollo, evaluates them, and routes them based on priority.
Workflow
YouForm → Formatter → Apollo → Paths → Google Sheets → Slack/Gmail → AI Email
Key Features:
Automatic lead enrichment with Apollo
High-priority lead identification
Conditional routing with Paths
Sales team notifications
AI-generated outreach email drafts
Result
A smarter lead qualification system that reduces manual research and helps sales teams focus on high-value prospects faster.
Make
Make
MAKE • PROJECT 1
AI-Powered Gmail Attachment Organizer
The Challenge:
Manually downloading, renaming, and organizing email attachments takes time and creates repetitive work.
The Solution:
Built a Make automation that uses AI to analyze Gmail attachments, generate descriptive filenames, save them to Google Drive, and log the details in Google Sheets.
Workflow
Gmail → AI Analysis → Rename File → Google Drive → Google Sheets → Email Notification
Key Features:
AI-powered file analysis and naming
Automatic Google Drive organization
Google Sheets tracking
Email confirmation
Result
A smarter file-management system that automatically organizes and tracks incoming email attachments.
MAKE • PROJECT 2
Xero Account Transactions Automation
The Challenge:
Generating Xero transaction reports and attaching them to completed tasks required repetitive manual work.
The Solution:
Built a Make automation that retrieves Xero transactions, processes the data, creates a CSV report, and automatically attaches it to the completed Asana task.
Workflow
Asana → Xero → Iterator → Google Sheets → CSV → Asana
Key Features:
Automatic Xero data retrieval
Transaction data processing
CSV report generation
Automatic Asana attachment
Result
A fully automated reporting process that delivers Xero transaction reports directly to the team in Asana.
Make
MAKE • PROJECT 1
AI-Powered Gmail Attachment Organizer
The Challenge:
Manually downloading, renaming, and organizing email attachments takes time and creates repetitive work.
The Solution:
Built a Make automation that uses AI to analyze Gmail attachments, generate descriptive filenames, save them to Google Drive, and log the details in Google Sheets.
Workflow
Gmail → AI Analysis → Rename File → Google Drive → Google Sheets → Email Notification
Key Features:
AI-powered file analysis and naming
Automatic Google Drive organization
Google Sheets tracking
Email confirmation
Result
A smarter file-management system that automatically organizes and tracks incoming email attachments.
MAKE • PROJECT 2
Xero Account Transactions Automation
The Challenge:
Generating Xero transaction reports and attaching them to completed tasks required repetitive manual work.
The Solution:
Built a Make automation that retrieves Xero transactions, processes the data, creates a CSV report, and automatically attaches it to the completed Asana task.
Workflow
Asana → Xero → Iterator → Google Sheets → CSV → Asana
Key Features:
Automatic Xero data retrieval
Transaction data processing
CSV report generation
Automatic Asana attachment
Result
A fully automated reporting process that delivers Xero transaction reports directly to the team in Asana.
Make
MAKE • PROJECT 1
AI-Powered Gmail Attachment Organizer
The Challenge:
Manually downloading, renaming, and organizing email attachments takes time and creates repetitive work.
The Solution:
Built a Make automation that uses AI to analyze Gmail attachments, generate descriptive filenames, save them to Google Drive, and log the details in Google Sheets.
Workflow
Gmail → AI Analysis → Rename File → Google Drive → Google Sheets → Email Notification
Key Features:
AI-powered file analysis and naming
Automatic Google Drive organization
Google Sheets tracking
Email confirmation
Result
A smarter file-management system that automatically organizes and tracks incoming email attachments.
MAKE • PROJECT 2
Xero Account Transactions Automation
The Challenge:
Generating Xero transaction reports and attaching them to completed tasks required repetitive manual work.
The Solution:
Built a Make automation that retrieves Xero transactions, processes the data, creates a CSV report, and automatically attaches it to the completed Asana task.
Workflow
Asana → Xero → Iterator → Google Sheets → CSV → Asana
Key Features:
Automatic Xero data retrieval
Transaction data processing
CSV report generation
Automatic Asana attachment
Result
A fully automated reporting process that delivers Xero transaction reports directly to the team in Asana.
Ready to automate your lead journey?
Ready to build a funnel that actually converts?
Let's build a CRM and automation system designed around how your business actually works.
Let's map out a funnel tailored to your offer - and the system to run it.
Build • Automate • Grow
Helping service businesses capture leads, automate follow-ups, manage customer journeys, and book more appointments through connected CRM, automation, and AI systems.
Navigation
Ready to automate your lead journey?
Ready to automate your lead journey?
Let's build a CRM and automation system designed around how your business actually works.
Let's build a CRM and automation system designed around how your business actually works.
Build • Automate • Grow
Helping service businesses capture leads, automate follow-ups, manage customer journeys, and book more appointments through connected CRM, automation, and AI systems.
Navigation
Services
Build • Automate • Grow
Helping service businesses capture leads, automate follow-ups, manage customer journeys, and book more appointments through connected CRM, automation, and AI systems.
Build • Automate • Grow
Build • Automate • Grow
Helping businesses generate more leads, automate follow-ups, and turn website visitors into paying customers through high-converting funnels and GoHighLevel automation.
Navigation
Services
Build • Automate • Grow
Helping businesses generate more leads, automate follow-ups, and turn website visitors into paying customers through high-converting funnels and GoHighLevel automation.
Navigation
Services
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