Systems architecture & automation
I connect your CRM, automations, and delivery workflows so leads get followed up, clients get onboarded, and your team knows what happens next.
Connected systems. Clear ownership. Less manual work.
One record holds the inquiry, contact details, and source.
Selected work / 01 to 03
Client systems.
See what I built.
01 / CRM & lead automation
I built a GoHighLevel pipeline for a property management business, connecting lead capture, routing, and a 12-month follow-up sequence.
GoHighLevel · Workflow automation
Watch the walkthrough02 / Connected client delivery
I rebuilt the automation and tracking behind a writing program, connecting the tools used for onboarding, delivery, and client progress.
Dubsado · Asana · Airtable · Zapier · Kajabi
Read the case study03 / Custom systems
I built a custom system that tracks attendance streaks and rewards participation with redeemable tokens, using Apps Script, Sheets, and web apps.
Google Apps Script · Google Sheets · Web apps
Watch the walkthroughIn my clients’ words
“I’ll just explain to you what happens, and then you tell me the best way to manage it, because that’s what you’re good at.”
Working together
Bring me the process that keeps getting stuck. I’ll identify what needs to change and recommend a practical starting point.
01 / Find the problem
A process map, the key bottlenecks, and a prioritized build plan.
For a process that needs clarity.02 / Build the system
A connected workflow, tested automations, and documentation for your team.
For a specific system you need built.03 / Keep improving
Delivery oversight, reporting, and improvements as the business grows.
For a business that needs continuity.We agree on the scope, deliverables, and fee before work starts. The handover includes the documentation your team needs to run what we build.
Your next step
Tell me what’s getting stuck, which tools you use, and what you want to change. I’ll recommend where to start.