Operations, CRM, and AI automation for fast-moving teams. I turn messy pipelines into clean, documented systems that capture every lead, follow up automatically, and report on themselves.
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An end-to-end system that captures every lead in one database and runs them through capture, sales, appointments, and reviews — automatically.
Pre-mapped automation flowcharts that show the pain, the logic, the output, and the tool stack for every system — ready to deploy per industry.
Eight systems, end to end — CRM builds, an AI responder, live dashboards, a reusable automation library, a content engine, an outbound AI dialer, and a HIPAA data-lake architecture.
Every paid lead lands in one central database, then moves through five automated stages. Built in GoHighLevel with n8n orchestration and AI auto-responders — pipelines, calendars, forms, nurture, and reporting included.
A GoHighLevel auto-responder with a full persona, voice rules, and a knowledge base. Warm and human on the surface, strictly guard-railed underneath — she books calls, sends intake links, and hands off to a human the moment anything gets clinical.
Live GoHighLevel dashboards tracking calls, dispositions, appointments, and show rates — with month-over-month deltas built in. Below: the SDR dashboard across my time on the account, December 2025 – June 2026.
Each industry gets a flowchart mapping its ten highest-leverage automations against one pattern: Capture → Orchestrate → Think → Deliver → Log.
A repeatable pipeline that turns one input — a recording, a topic, a transcript — into a batch of channel-ready posts, captions, and emails. AI drafts, a human approves, then GoHighLevel schedules, distributes, and tracks what performs.
An end-to-end sales pipeline in GoHighLevel. Every new lead gets an instant reply, qualification, booking with reminders, and disposition-based follow-up, so reps always know the next move and nothing stalls in the pipeline.
An AI-assisted outbound engine: leads flow into an auto-dial queue, the AI connects and screens, every call is logged with a disposition, and the outcome triggers the right follow-up, all inside GoHighLevel.
For a DTC telehealth brand, a HIPAA-compliant data lake that unifies 20 external systems. Every source flows through serverless handlers into a single Postgres hub, then out to the CRM, ad platforms, and email — with a hard PHI boundary so analytics and AI only ever see de-identified data. (Client & vendor names anonymized for privacy.)
Raw bodies, transcripts, and identities never leave public.*. The analytics role can read the PHI-stripped views only — so dashboards, the MCP, and Claude are physically unable to reach protected data.
From a single automation to a full operations backbone — built, documented, and handed over with SOPs so it keeps running without me.
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I'm an operations specialist with 7+ years across sales, CRM management, and process optimization. My work is about building structure: keeping pipelines accurate, making workflows efficient, and making sure nothing falls through the cracks.
I've worked in GoHighLevel, Salesforce, HubSpot, and Zoho, handling pipeline tracking, data hygiene, reporting, and automation with Zapier, n8n, and Make. I bring strong attention to detail, a systems mindset, and full ownership of the result.
Pick a time that works for you. We'll look at where things are leaking — leads, follow-ups, reporting, billing — and map the system that fixes it.