Hire the Best Batchbook Specialists

AI Automation | N8N | Make com | Airtable | GoHighLevel | CRM Automation | Sales Funnels | Digital Marketing If you're spending hours moving leads between tools, updating CRMs, sending repetitive follow-ups, or manually managing business processes, I can help you automate it. I help businesses streamline operations by building AI-powered automation systems, intelligent workflows, and high-converting marketing funnels that save time, improve efficiency, and drive measurable growth. With experience in Digital Marketing, AI Automation, and Sales Funnel Optimization, I've worked with businesses across eCommerce, SaaS, Healthcare, Real Estate, Education, Beauty, Fashion, Agencies, and Nonprofits. My goal is simple: eliminate manual work, connect your tools, and build systems that help your business scale. What I can help you with AI Automation & Workflow Optimization • AI-powered workflow automation • AI Agents for business operations • n8n, Make com & Zapier workflows • Business process automation • Workflow optimization • Internal operations automation • Process documentation and optimization CRM & Marketing Automation • GoHighLevel automation • HubSpot & Salesforce workflows • Lead capture & lead management • Email & SMS automation • Customer journey automation • Pipeline automation • Marketing automation • CRM integrations Airtable & Business Systems • Airtable database design • Airtable Interfaces • Airtable automations • Relational databases • KPI dashboards • Reporting dashboards • Google Sheets automation Sales Funnels & Digital Marketing • Sales funnel strategy • Landing pages • Conversion Rate Optimization (CRO) • Shopify marketing • WooCommerce marketing • Meta Ads • Google Ads • TikTok Ads • Email marketing • Analytics & conversion tracking Platforms I Work With Automation: n8n, Make com, Zapier AI: ChatGPT, Claude, Gemini, Perplexity CRM: GoHighLevel, HubSpot, Salesforce, Pipedrive, ActiveCampaign, Klaviyo, Mailchimp, Brevo Business Systems: Airtable, Google Sheets, Notion, ClickUp, Typeform, Calendly etc Web & eCommerce: Shopify, WooCommerce, WordPress, Wix, Squarespace Why Clients Work With Me I don't just build automations, I build systems that solve business problems. Before creating any workflow, I take time to understand your operations, identify bottlenecks, and recommend the best solution for your business. Whether it's automating lead management, integrating your CRM, connecting APIs, optimizing your sales funnel, or building AI-powered workflows, my focus is on creating reliable, scalable systems that continue delivering value as your business grows. If you're looking for an AI Automation Expert, n8n Specialist, Make com Developer, Airtable Consultant, GoHighLevel Expert, CRM Automation Specialist, Sales Funnel Expert, or Digital Marketing Professional who understands both technology and business, I'd love to help. Let's build smarter systems that save time, increase efficiency, and help your business grow.

Your business shouldn't lose time because people have to remember what to do next. I help businesses identify process gaps, improve inefficient workflows, and build practical CRM and automation systems that reduce manual work, improve visibility, and keep operations moving. With 15+ years of experience in internal audit and business operations, I have spent my career examining how work gets done, identifying control and process gaps, improving workflows, and ensuring responsibilities, approvals, and follow-through are clearly defined. I have combined that process first experience with CRM, workflow automation, business systems, and AI assisted tools to turn fragmented or manual processes into structured, trackable workflows. What I can help you with Process Improvement & Gap Analysis — identify bottlenecks, delays, duplicated work, unclear ownership, and inefficient processes. Workflow Design & Automation — redesign workflows and automate approvals, notifications, reminders, follow-ups, and repetitive tasks. CRM Setup & Optimization — structure pipelines, fields, stages, records, follow-ups, and reporting around your business processes. Business Systems & Dashboards — create centralized systems that improve visibility, accountability, and operational control. Process Documentation & SOPs — document who does what, when, and what happens next. B2B Lead Generation & Outreach — build targeted prospect lists, qualify leads, and design outreach sequences that generate qualified conversations. My approach I don't believe in automating a broken process. I first understand how the business works, identify where things are getting stuck, determine what can be simplified or standardized, and then design the appropriate system or automation. Understand the process → Identify the gap → Improve the workflow → Build the system → Automate where appropriate → Measure the result. Real-world examples Reliever Allowance Processing Gap During an operational review, I identified a 16-day delay in processing a reliever's allowance. The issue was a workflow gap between leave approval, reliever assignment, Regional Manager approval, HR notification, and allowance processing. I mapped the process, identified unclear responsibility and status visibility, and designed a centralized leave and reliever tracking workflow with clear ownership, status tracking, reminders, and escalation points. This solution delivers: faster processing, fewer manual follow ups, clearer accountability, and real time visibility across the entire leave and reliever workflow. New Employee Onboarding Gap I also identified an onboarding case where a newly joined team member remained without required system access and communication resources for approximately two weeks. I examined the process and identified the underlying gap: there was no centralized workflow showing completed requirements, responsible parties, and outstanding actions. I designed a structured onboarding workflow with ownership, status tracking, deadlines, and escalation reminders built directly into the system. This solution delivers: faster credential provisioning, fewer onboarding delays, better cross-department visibility, and eliminated manual follow-up for HR and IT teams. These experiences reflect how I approach process improvement: I don't just identify what went wrong, I look for why the process allowed it to happen and how the system can be redesigned to prevent it from happening again. Tools & Technologies I work with CRM platforms, Airtable, Monday com, GoHighLevel, Zapier, Make, Google Workspace, Microsoft Dynamics Navision, spreadsheets, dashboards, and AI-assisted workflows. I adapt to the systems already used by your business rather than forcing a particular platform where it isn't appropriate. What you can expect You won't just get someone who follows a checklist. You will get someone who looks at the entire workflow, identifies bottlenecks, improves the process, documents it clearly, and helps turn it into a system your team can actually use. Less manual work. Clearer processes. Better visibility. Stronger accountability. If your business has processes that depend on people remembering what to do next, chasing approvals, manually updating spreadsheets, or following up on emails, let's fix that. Send me your current process or operational challenge, and let's identify the gap and build a better way of working.

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.

GTM & RevOps Engineer specializing in revenue automation, CRM architecture, and data infrastructure for B2B SaaS teams. I design and build the systems that power go-to-market operations, lead routing, campaign attribution, outbound infrastructure, pipeline analytics, and meeting intelligence pipelines. My work sits at the intersection of sales ops, marketing ops, and data engineering. Core stack: Salesforce (Sales Cloud, custom objects, Flows), HubSpot, Zapier, n8n, Clay, Apollo, Smartlead, Supabase, BigQuery, dbt, Python, SQL What I build: webhook automations, ICP scoring models, CRM integrations, enrichment waterfalls, Salesforce-native reporting, AI-powered ops workflows, event-driven attribution systems Currently at Archera, where I own GTM infrastructure end-to-end, from outbound sequencing and lead enrichment to transcript ingestion, WBR automation, and agentic analytics pipelines.

I am a CRM Automation and Workflow Specialist with 4 years of experience building end-to-end business automation systems that reduce manual work, increase lead conversion, and help businesses scale without hiring more staff. I have worked with startups, marketing agencies, real estate firms, healthcare providers, SaaS companies, coaching businesses, and e-commerce brands across multiple markets. My primary platforms are GoHighLevel, HubSpot, Pipedrive, Zoho CRM, Salesforce, and ActiveCampaign. I handle everything from full CRM setup and pipeline architecture to contact segmentation, tagging logic, lead scoring, and lifecycle automation. I build systems where your CRM actually reflects how your business operates, not just a default setup that gets ignored after a week. For workflow automation and cross-platform integration, I work with Zapier, Make, n8n, Pabbly Connect, and direct API and webhook connections. I connect CRMs with tools like Calendly, Google Calendar, Typeform, Jotform, Gravity Forms, Stripe, PayPal, PandaDoc, DocuSign, Twilio, Mailchimp, ActiveCampaign, Klaviyo, Sendgrid, Postmark, Slack, Google Sheets, Airtable, Notion, ClickUp, Monday, Asana, Trello, and more. If two tools need to talk to each other, I build that connection cleanly and reliably. My automation services include lead capture workflows, multi-step follow-up sequences, missed-call text-back, appointment scheduling and reminder systems, SMS drip campaigns, email marketing automation, onboarding flows, re-engagement campaigns, deal stage automation, task assignment triggers, and contract or invoice automation. I also handle A2P 10DLC registration, SMTP and email domain configuration, email deliverability setup, and CRM data cleanup and migration. For messaging and outreach automation, I work with Twilio, WhatsApp Business API, ManyChat, Intercom, Drift, and native GHL conversation tools. I build chatbot flows for lead qualification, customer support, appointment booking, and multi-channel nurturing across SMS, email, WhatsApp, and website chat widgets. On the data and reporting side, I integrate with Google Analytics, Google Tag Manager, Meta Ads, Google Ads, Looker Studio, and reporting dashboards that pull live data from your CRM. I also work with Shopify, WooCommerce, and payment integrations to automate post-purchase workflows, subscription billing, and customer retention flows. My project types include new CRM builds, broken workflow audits and repairs, full system migrations, platform consolidations, and ongoing retainer support. I document everything I build, train your team if needed, and stay available after launch for any adjustments. If you are losing leads because follow-ups are late, your CRM is a mess no one trusts, your tools are disconnected and syncing manually, or your team is spending hours on tasks that should run automatically, those are exactly the problems I solve. Platforms and tools I work with regularly: GoHighLevel, HubSpot, Pipedrive, Zoho CRM, Salesforce, ActiveCampaign, Keap, Podio, Copper CRM, Freshsales, Zapier, Make, n8n, Pabbly Connect, Webhooks, REST API, JSON, Twilio, WhatsApp API, ManyChat, Mailchimp, Klaviyo, Sendgrid, Google Sheets, Airtable, Notion, ClickUp, Slack, Stripe, Shopify, WooCommerce, Calendly, Typeform, Jotform, PandaDoc, DocuSign, Google Analytics, Looker Studio, Meta Ads, Google Ads, WordPress, and more. Send me a message describing your current setup and what you need automated or fixed. I will review it and let you know exactly how I can help.

If a process only works because someone remembers to do it manually, it isn't a process. It's a risk. That's the Business Analyst mindset I bring to every project - understanding how a business actually operates before touching a single tool. Most clients come to me when their CRM no longer reflects reality, automations start breaking, teams rely on manual workarounds, or disconnected systems make operations harder instead of easier. The problem is rarely the platform. It's the workflow design underneath it. I start by mapping the business process, identifying bottlenecks, edge cases, and dependencies, then build systems that remain reliable as the business grows. ________________________________________ What I Build: I design and implement business systems across the complete customer lifecycle from lead capture and CRM to onboarding, payments, fulfillment, reporting, and ongoing operations. My work includes: • CRM implementations (GoHighLevel, Dubsado, Attio, Monday, PipeDrive, HoneyBook, Nimble, ClickUp) • AI-powered workflows using Claude, ChatGPT, MCP, Make, Zapier, n8n, APIs, and webhooks • Business operations platforms using Airtable, ClickUp, Softr, and Google Workspace • Stripe, BeeL, subscription billing, payment automation, lending and mortgage workflows • Shopify operations, GTM, Meta Pixel, conversion tracking, attribution, and marketing automation ________________________________________ Recent Projects Loan Lifecycle Automation: Connected GoHighLevel, Arive, ClickUp, APIs, and Zapier into a single operational workflow, eliminating manual handoffs across the lending process. AI Systems: Built production AI systems including a multi-tenant AI chatbot, an AI-powered SOP Builder using Claude, Google Docs, and ClickUp, and AI-assisted operational reporting and knowledge management workflows. Banking & Fintech: Worked on banking, digital wallet, lending, mortgage, and payment platforms, including leading bank, designing operational workflows, payment integrations, and business-critical financial processes. Business Operations: Built CRM implementations, client onboarding systems, lead management portals, dashboards, workflow documentation, and reporting systems that reduce manual work and improve operational visibility. ________________________________________ Certifications • Make Certified Agent Builder • Make Advanced Certification • Zapier Certified • Notion AI Certified • Certified Scrum Master ________________________________________ How I Work • I audit before I automate. • I document before I scale. • I test with real data not sample records. Rather than implementing exactly what's requested, I look for the operational bottlenecks causing the problem. If I identify a better approach, I'll recommend it before building. Whether you're implementing a new CRM, fixing broken automations, integrating AI into your business, improving payment workflows, or connecting disconnected systems, my focus is the same: build solutions that continue working as your business grows.