Automation Expert

**About the Client** Millionaire Morning Mamas® is a fast-growing women's wealth education and real estate investment brand founded by Lisa Easton. The brand operates a multi-program ecosystem — including an online academy, an all-female investors club, and a high-ticket mastermind — generating over $2M in annual revenue and serving 100,000+ members. The business runs a sophisticated digital infrastructure spanning CRM, email marketing, course delivery, checkout, and paid advertising. --- **Scope of Work** I was engaged as the automation and AI systems contractor to build, optimize, and maintain the full marketing and operations technology stack. Key deliverables included: - **CRM & Pipeline Automation** — Built and managed end-to-end contact workflows, tagging logic, pipeline stages, and lead lifecycle automation inside GoHighLevel (GHL) - **Email & SMS Campaign Sequences** — Designed and launched multi-step nurture sequences, broadcast campaigns, and behavioral trigger automations tied to funnel entry points, purchases, and engagement signals - **Checkout & Payment Integration** — Connected ThriveCart with GHL and downstream fulfillment workflows to automate post-purchase onboarding, access delivery, and upsell sequences - **Course Platform Automation** — Integrated Kajabi with the CRM to sync enrollment status, progress triggers, and re-engagement flows - **AI Agent Development** — Built custom Claude AI agents to handle lead qualification, intake, and personalized follow-up sequences, reducing manual workload for the client's team - **Multi-Platform Workflow Orchestration** — Orchestrated cross-platform automations using n8n and Zapier, connecting GHL, Kajabi, ThriveCart, ManyChat, and third-party APIs into unified, reliable pipelines - **ManyChat & Social DM Automation** — Set up Instagram and Facebook DM flows tied to lead capture and funnel entry, synced back to the CRM --- **Results** Delivered a cohesive, automated marketing engine that reduced manual follow-up, improved lead-to-sale conversion flow, and enabled the client's team to operate at scale without adding headcount. --- **Tech Stack Used** GoHighLevel · Kajabi · ThriveCart · ManyChat · n8n · Zapier · Claude AI (Anthropic API) · Keap/Infusionsoft