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🚀 AI-Powered Business Systems & Automation Specialist I help agencies, founders, and B2B companies automate outreach, follow-ups, CRM operations, and internal workflows using AI-powered systems. Most businesses struggle with manual lead management, fragmented workflows, missed follow-ups, and inefficient operations. I build scalable automation systems that simplify operations, reduce repetitive work, and create reliable business workflows. I’ve built automation infrastructure for 200+ clients across SaaS companies, agencies, and service-based businesses. ⚙️ Systems I Build ✔ LinkedIn Outreach Automation Systems ✔ Cold Email Infrastructure & Sequencing ✔ CRM Automation & Pipeline Workflows ✔ AI-Powered Lead Qualification Systems ✔ AI Voice Calling Agents ✔ Internal Operations & Process Automation ✔ Multi-Step AI Workflows & API Integrations 🛠 Tools & Platforms Automation & AI: n8n, Make, Zapier, OpenAI, VAPI CRM & Outreach: GoHighLevel, HubSpot, HeyReach, Instantly, Smartlead, Lemlist Infrastructure & Integrations: Twilio, Supabase, Airtable, Slack, Google Sheets API, Custom APIs 📈 How I Work I focus on building systems that are: • Scalable • Maintainable • Operationally reliable • Aligned with real business workflows My background in sales, outreach, operations, and automation allows me to build systems that support actual business growth — not just technical workflows. 🤝 Let’s Build If you're looking to automate outreach, CRM workflows, lead management, or operational processes using AI and automation systems, feel free to reach out.

I help businesses streamline operations, automate workflows, and implement CRM systems to create repeatable, high-efficiency processes that save time, reduce errors, and improve team performance. Using tools like HubSpot, Salesforce, HoneyBook, Dubsado, workflow automation software, and internal dashboards, I design business systems and operational workflows that allow teams to scale confidently and focus on growth. My Expertise Includes: CRM Setup & Optimization: Configure, integrate, and optimize platforms like HubSpot, Salesforce, HoneyBook, and Dubsado for efficient client management and data-driven operations. Workflow Automation & Business Process Automation: Automate client onboarding, support, task management, and internal workflows to reduce manual work and increase team productivity. Operations Systems Design & Business Systems: Build scalable, repeatable operational systems tailored to your business, ensuring clarity, accountability, and operational efficiency. SOPs & Documentation: Create standard operating procedures, process documentation, and guides to ensure long-term usability and team alignment. Sales & Revenue Operations: Optimize sales pipelines, lead routing, CRM reporting, and revenue lifecycle management to improve visibility, accountability, and performance metrics. I don’t just execute tasks, I design systems that scale. Businesses I work with often reduce manual work by up to 50%, achieve predictable execution across teams, and free leadership to focus on growth and strategic decision-making. If you’re looking for a Business Operations Manager, CRM Specialist, or Workflow Automation Expert to implement systems, optimize processes, and streamline operations, I can help. Let’s connect and build business operations that support growth instead of slowing it down.

I build structured operational systems that help small and medium-sized businesses operate with more clarity, organization, automation, and scalability. My work focuses on connecting departments, optimizing workflows, improving communication, standardizing operations, and creating infrastructure that allows businesses to grow through organized systems rather than operational chaos. After 10 years of experience building my own companies and consulting startup clients, I can help businesses improve and organize systems across multiple departments and operational layers including: • Marketing Department Brand identity, web infrastructure, content production systems, marketing workflows, social systems, tracking systems, advertising infrastructure, lead generation systems, audience retargeting, analytics integration • Sales Department CRM systems, lead databases, pipeline workflows, sales infrastructure, booking systems, phone systems, SMS systems, email systems, sales SOPs, client communication workflows • Operations Department Scheduling systems, customer flow, service delivery structure, execution workflows, operational analytics, internal coordination systems, workflow standardization, automation systems • Finance & Accounting Department POS systems, payment infrastructure, invoicing workflows, reporting systems, operational finance coordination, cost/payment tracking systems • HR & Team Coordination Onboarding systems, training structure, internal communication workflows, operational guidelines, role organization, team coordination systems • Procurement, Inventory & Logistics Supplier coordination, inventory systems, warehouse workflows, dispatch systems, equipment coordination, operational logistics structure • Technology & Infrastructure Website systems, cloud infrastructure, CRM integrations, automation workflows, AI systems, analytics infrastructure, operational software ecosystems • Legal & Compliance Support Operational documentation structure, internal compliance organization, business structure coordination, process documentation systems My approach combines operational structure, organizational management, and technology implementation to create scalable business systems that improve clarity, execution, communication, and long-term operational efficiency.

I help SaaS companies, agencies, and government teams deliver complex technical projects on time — without the chaos. 15 years across Fortune 100 (Hewlett Packard Enterprise) and US government digital transformation (Granicus). At HPE I ran a multi-billion-dollar global portfolio across 150+ countries and cut deployment timelines by 20%. At Granicus I led public-sector digitization that changed how citizens reach essential services. On UpWork: 22+ projects · 5,000+ hours · 100% Job Success. I now operate as SOTO⟂DEV — a doctrine-driven technical practice for businesses that have outgrown chaos. Most automation and software breaks within a year because it was built to demo, not to last. I work the opposite way: documentation-first, maintainable by your team, designed to outlive the technology it runs on. What I deliver – End-to-end project management (discovery → UAT → rollout) for SaaS and public-sector engagements – Custom software & web apps — SaaS products, internal tooling, operational dashboards – Automation architecture (n8n, Make, custom) with runbooks your team can actually maintain – AI-assisted workflows (OpenAI, Anthropic) wired into your real CRM, not a toy demo – Chatwoot deployments — multi-inbox, multi-agent, white-label-ready – CRM optimization, SaaS operations, agile/sprint planning, cross-functional coordination – Fractional technical operator engagements for founders and ops leaders who need a steady hand How I work – Written scope before any code. Written handoff after. – Every system ships with a runbook, a recovery procedure, and a change log. – Stakeholder communication tuned for both engineering teams and executive audiences. – I optimize for the third year of the system, not the first week. Who I am Bilingual EN/ES, based in San José, Costa Rica (GMT-6). Available for US and EU time zones. Operating under a written doctrine — clients see it on day one, because the same standards that govern my code govern the engagement. If you need a senior operator who's done this at Fortune 100 and government scale, won't disappear on you, and ships systems built to last — let's talk.

I rebuild messy Pipedrive CRMs into clean sales systems with reliable forecasting, automation, and reporting. Most Pipedrive problems don’t come from missing features. They come from weak pipeline logic, unclear deal rules, messy data, and automation built on top of broken processes. I help B2B companies design, clean, and rebuild Pipedrive systems so the CRM reflects how revenue actually moves through the business. My work focuses on pipeline architecture, custom fields, validated data standards, lifecycle automation, lead routing, activity workflows, dashboards, and forecasting visibility. Instead of treating Pipedrive as a contact database, I structure it as a sales operating system with clear rules, clean data, and reporting leadership can trust. Recent restructuring projects improved forecast visibility and reduced deal stagnation by over 30% by introducing mandatory stage criteria, ownership rules, and structured data checkpoints. Get an extended 30-day Pipedrive trial using my referral link: shorturl.at/HvZm4 If you are starting from zero, I can also configure your Pipedrive account correctly from day one. Core tools: Pipedrive, Zapier, Make, Apollo, LinkedIn Sales Navigator, Calendly, Pipedrive Campaigns, Google Sheets, Looker Studio, Slack, ClickUp.

Are you a business owner? Web designer, developer, or agency owner who needs backend support that just works? I got you! I help businesses and professionals streamline their CRM systems, automate workflows, and maintain clean backend operations and administration doing all the customer support and administrative works — so you can focus on growth and client delivery. I'm a detail-oriented Virtual Assistant with 5+ years combined BPO & freelance experience supporting web designers, business owners, Web developers, entrepreneurs, agencies and service-based businesses. What I Offer: ✔ GoHighLevel setup (pipelines, workflows, automation) ✔ Funnel & landing page support assistant ✔ Calendar & appointment system integration ✔ CRM cleanup & lead organization ✔ Backend website updates ✔ Operation Management & Support ✔ Technical Support and Web Backend Management ✔ Administrative Operations ✔ Inbound / Outbound call handling ✔ Inbox and Calendar Management ✔ Executive Support and Communications ✔ Project Management I understand agency, professionals and business environments, deadlines, and scalable systems. I’m structured, responsive, and tech-adaptive.