Solutions

What I Build
and How It Works.

Three core systems - each solving a specific operational problem. Built on no-code tools, connected to your existing stack, delivered without overengineering.

01 · CRM Architecture

Your CRM Doesn't Reflect
How You Actually Sell.

Most CRM setups are configured once during onboarding and never revisited. Stages don't match the real sales process. Data sits in the wrong fields. Automation fires at the wrong time - or not at all.

The result: your team works around the CRM instead of through it.

What I Do

I rebuild your CRM around your actual revenue flow - pipeline stages that match how deals move, data architecture that makes reporting useful, and lifecycle automation that triggers at the right moment.

   · Pipeline and stage logic design
   · Lead routing and assignment rules
   · Contact and deal data architecture
   · Lifecycle triggers and status automation
   · Follow-up sequences tied to pipeline movement
   · Onboarding automation for new clients

Tools

GoHighLevel · HubSpot · Airtable · Pipedrive · Zoho · ActiveCampaign · Make · Zapier

02 · Marketing Automation

Leads Come In.
Then Nothing Happens.

A form gets submitted. The lead lands in a spreadsheet. Someone follows up two days later - or doesn't. The tools are there, but they're not connected. Every step between lead capture and booked call requires manual action.

That's not a people problem. It's a systems problem.

What I Do

I connect your lead capture, CRM, email, and booking tools into one automated flow. From the moment a form is submitted to the moment a call is booked - no manual steps required.

   · Form → CRM → follow-up sequence automation
   · Email and SMS trigger logic
   · Lead segmentation and tagging
   · Calendly booking integration
   · Re-engagement and reactivation campaigns
   · Multi-step drip sequences

Tools

Make · Zapier · n8n · ActiveCampaign · MailerLite · GoHighLevel · Typeform · Tally · Fillout · Jotform · Calendly

03 · AI Workflows

Your Team Is Doing Work
AI Can Handle.

Qualifying leads manually. Answering the same questions over and over. Copying information between tools. Writing first drafts from scratch. These tasks have a cost - and it's not just time.

AI doesn't replace your team. It removes the work that shouldn't be on their plate.

What I Do

I build practical AI integrations connected directly into your existing stack - no separate tools, no new platforms to manage. The AI works inside the systems you already use.

   · AI lead qualification and scoring
   · Chatbots for lead capture and FAQ handling
   · Automated content summarization and drafting
   · AI-powered data enrichment
   · Intelligent task routing and prioritization
   · Voice and chat intake flows

Tools

OpenAI API · Claude API · Voiceflow · ManyChat · Zapier · Make · n8n

Let's Talk

Not Sure Which
System You Need?

Book a 30-minute call. We map your current workflow, identify the highest-leverage automation, and define exactly what needs to be built - before any work starts.

No commitment. Just clarity.