I design lead-to-appointment systems that capture inquiries, qualify prospects, update your CRM, automate follow-up and hand sales-ready opportunities to the right person.
Select a step to see what it does.
From business problem to working system.
I focus first on the points where revenue leaks: slow response, inconsistent follow-up, messy pipelines and manual handoffs. Then I connect the surrounding tools so the process keeps moving without constant admin.
Respond to new inquiries immediately, qualify them using rules or AI, and keep follow-up moving until a sales conversation is ready.
Website Forms · Meta Leads · HubSpot · GoHighLevel · Email / SMSAutomatically create or update contacts, opportunities, stages, tasks and next actions so the pipeline stays current without repetitive data entry.
HubSpot · GoHighLevel · Opportunities · Tasks · Stage UpdatesUse AI inside structured workflows to classify replies, identify intent, summarize context and route the next action with human escalation when needed.
OpenAI · Gemini · Email / WhatsApp · APIs · Human HandoffConnect calendars, forms, email, spreadsheets and internal tools to automate booking, reminders, status updates, notifications and repetitive operational work.
Scheduling · Reminders · Data Sync · Notifications · Internal OpsClient-style workflow examples focused on the parts of sales teams usually handle manually: lead capture, CRM updates, follow-up, booking, outreach and handoff.
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Standardizes inbound lead data, creates or updates CRM records, checks contact status and keeps follow-up moving based on where the prospect is in the pipeline.
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Checks availability and routes booking, cancellation and rescheduling requests while keeping calendar and email actions synchronized.
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Finds relevant businesses, enriches contact data, removes duplicates and organizes prospects so outreach starts with cleaner, usable lead data.
Personalizes outbound messages, paces delivery and updates lead status automatically across email and WhatsApp workflows.
I started in web and digital systems, which taught me how customers move through forms, bookings, pages and conversion journeys. Today I focus on building practical AI sales, CRM and business automation systems that reduce manual work, keep follow-up consistent and connect the tools a team already uses.
My approach is process-first: understand where leads or tasks are getting stuck, design the workflow around that problem, then use n8n, CRM platforms, AI and APIs only where they make the system more reliable and useful.
These are starting ranges for focused automation projects. Final scope depends on the number of tools, logic paths, AI steps, CRM requirements and handoff rules involved.
Capture, qualify, respond and follow up with new leads while keeping the CRM current.
Automate contacts, opportunities, stages, tasks, alerts and sales handoffs across the pipeline.
Connect qualification, booking, reminders, rescheduling and status updates into one workflow.
Multi-step AI workflows with integrations, context, decision logic, tools and human escalation.
If leads, follow-up, CRM updates or repetitive operations are still being handled manually, I can help map and automate the workflow.
Tell me what is happening manually today — slow lead response, missed follow-up, messy CRM updates, booking friction or repetitive admin — and what you want the system to handle instead.