My Portfolio

Each project starts with a process that was being handled by hand. What follows is the structure, the logic and the automation that replaced it.

Featured

Preview screenshot for Skyline Realty Group

01 / Residential Real Estate

Multi-Pipeline Lead Capture, Routing & Nurture System in GoHighLevel

Skyline Realty Group

Business challenge

Skyline Realty relied on the broker personally remembering to follow up with every lead. Buyer and seller inquiries were not being managed through separate structured journeys, hot prospects and casual browsers were treated similarly, showing and listing consultation booking required manual coordination, and cold leads had no structured reactivation path.

Result

The system creates a structured lead journey where readiness determines what happens next instead of every lead receiving the same treatment. Hot leads are prioritized, warm leads enter nurture, cold leads receive reactivation, and buyer and seller journeys remain visible through dedicated pipelines.

GoHighLevel
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Preview screenshot for Elevate With Demi

02 / Life and Business Coaching

Lead Qualification, Booking & Client Journey Automation in GoHighLevel

Elevate With Demi

Business challenge

Elevate With Demi received leads from Instagram, Facebook Ads, webinars, referrals and the website, but had no structured system for qualification or follow-up. Warm leads could go cold, discovery calls had no structured reminder or no-show process, and inactive leads had no structured reactivation journey.

Result

The system turns incoming leads into structured customer journeys based on source, readiness, booking activity and engagement. It also demonstrates practical problem-solving inside GoHighLevel by working around platform limitations rather than allowing those limitations to break the workflow.

GoHighLevel
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Preview screenshot for GrowthSpark Digital Marketing Agency

03 / Digital Marketing / Business Consulting

14-Day Personalized Follow-Up Sequence for Inbound Leads

GrowthSpark Digital Marketing Agency

Business challenge

Inbound leads submitted a form but there was no structured follow-up system. Leads could go cold because nobody consistently followed up, there was no centralized sequence status, manual email writing was difficult to scale, and there was no safeguard to stop follow-ups after a reply or a booking.

Result

The system creates a structured nurture journey that gives the team time to respond personally before automation begins, then maintains consistent follow-up until the lead engages. Once the desired action occurs, the system stops instead of continuing to send irrelevant messages.

ZapierAirtableTallyGmailCalendlyZapier AI
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Preview screenshot for Wave Reel Studio

04 / Creative Services / Content Production

Airtable Base Architecture & Workflow Automation for Video Production

Wave Reel Studio

Business challenge

Client requests, briefs and feedback were scattered across Telegram, WhatsApp and Instagram DMs. There was no centralized source of truth, production visibility was limited, feedback history could be difficult to track, and repetitive administrative work consumed time.

Result

The system creates one connected operational environment where client information, projects, deliverables, feedback and deadlines can be managed without relying on scattered messaging apps.

AirtableAirtable AutomationsSlack
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Preview screenshot for BrightPath Business Solutions

05 / Business Consulting

Request Management System & Workflow Automation

BrightPath Business Solutions

Business challenge

Incoming client requests needed better organization, status visibility, team coordination and prioritization. Nothing gave the team a single place to see what had arrived, who owned it, or which requests were urgent.

Result

The system creates a structured request lifecycle from submission through completion, giving the team a centralized way to prioritize, communicate and monitor work.

AirtableAirtable FormsAirtable Automations
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Preview screenshot for Witty Automations Academy

06 / Education / Cohort-Based Training

Student Registration & Onboarding Automation with Duplicate Prevention

Witty Automations Academy

Business challenge

Registration submissions were being manually reviewed, and duplicate submissions created unnecessary work and the risk of duplicate emails and contacts.

Result

The registration process can distinguish a genuinely new student from a repeat submission before taking action, reducing repetitive administrative work and preventing duplicate communications.

Make.comGoogle FormsGoogle SheetsGmailGoogle Contacts
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More projects

Hospitality / Property Management

Guest Inquiry Management & Lead Routing Automation

Lovre Homes

Guest inquiries were manually reviewed, manually transferred into Google Sheets and manually acknowledged. There was also no automated way to route Sales inquiries separately from Property Management inquiries.

Result. Every inquiry now follows a consistent automated path from submission to record creation, internal routing and guest acknowledgment.

Zapier

Home Cleaning / Local Service Business

Lead Capture & CRM Automation in GoHighLevel

Sparkle Clean Services

Leads submitted through the website contact form but depended on the business owner noticing the submission and responding manually. There was no structured pipeline and no immediate automated response.

Result. The system ensures every form submission immediately enters a structured CRM journey and receives a consistent first response without depending on someone manually checking the form.

GoHighLevel

Food & Beverage

Order Management Workflow & Notification Automation

Crunch & Roll

Online orders moved through multiple operational stages involving payment, kitchen preparation, quality control and delivery. The business needed a clearly defined process that could account for normal order progression as well as exceptions such as failed payments, unavailable ingredients and quality-control issues.

Result. The business has a structured process for moving an order from purchase through preparation, quality control and delivery while accounting for exceptions and team handoffs.

Monday.com

Home Services / Plumbing

Notion-to-PDF Service Report Automation

Sally Plumbing Service

An existing automation was failing to correctly populate Google Docs templates and export completed service reports as PDFs. Client information stored in Notion was therefore not reliably becoming a finished report.

Result. The rebuilt workflow restores a dependable connection between the client's Notion record, service report document, PDF generation and final email delivery.

Zapier

Have a process that shouldn't require so much manual work? Let's turn it into a system.