You will get AI Leadflow + CRM Audit | Lead Routing, Scoring & Automation Gaps
Top Rated
Project details
You will get a practical AI-ready audit of your leadflow CRM/funnel and outreach stack. Not a generic report. I map routing scoring handoff logic and follow-up sequences against what is automatable with n8n and Claude API workflows. I also check email deliverability including SPF DKIM DMARC and domain reputation because automation fails silently when email is broken.
Proof: production automation spanning 805 brokers including lead scoring AI-assisted outreach CRM routing and Twilio A2P compliant SMS in a real estate environment. I also use Microsoft Graph API and Outlook when teams run M365.
Security first: CompTIA Security+ certified. I audit prompt injection surfaces over-permissioned tool calls and logging gaps.
Deliverable: prioritized action plan with diagrams integration specs and estimated ROI ranked by impact so you implement the highest value changes first. Tiers: $497 audit plus plan, $997 implementation, $1,997 implementation. Every tier ends with something running.
Proof: production automation spanning 805 brokers including lead scoring AI-assisted outreach CRM routing and Twilio A2P compliant SMS in a real estate environment. I also use Microsoft Graph API and Outlook when teams run M365.
Security first: CompTIA Security+ certified. I audit prompt injection surfaces over-permissioned tool calls and logging gaps.
Deliverable: prioritized action plan with diagrams integration specs and estimated ROI ranked by impact so you implement the highest value changes first. Tiers: $497 audit plus plan, $997 implementation, $1,997 implementation. Every tier ends with something running.
Programming Languages
HTML & CSS, Python, TypeScriptCoding Expertise
Performance Optimization, Security, DesignWhat's included
| Service Tiers |
Starter
$497
|
Standard
$997
|
Advanced
$1,997
|
|---|---|---|---|
| Delivery Time | 3 days | 7 days | 14 days |
Number of Revisions | 1 | 2 | 3 |
Number of Pages | 0 | 0 | 0 |
Design Customization | - | - | - |
Content Upload | - | - | - |
Responsive Design | - | - | - |
Source Code | - | - |
Optional add-ons
You can add these on the next page.
Post-Audit Monitoring Setup
(+ 3 Days)
+$397
Email Deliverability Deep Dive
(+ 2 Days)
+$297
Additional Workflow Build (1 workflow)
(+ 5 Days)
+$497Frequently asked questions
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RH
Rick H.
Feb 19, 2026
Finish Two Partially Built Click Funnels
David was professional and responsive throughout the engagement. I appreciate the effort he put into the project and wish him success in future work.
About David
Voice AI + GHL Automation | Twilio, Retell, n8n
100%
Job Success
DeKalb, United States - 3:29 am local time
The current receptionist captures a multi-turn enquiry, confirms a callback, writes the contact and opportunity in GoHighLevel, and alerts the owner by email and SMS. Clinic data is synthetic. The telephony, agent, workflow, and CRM handoff are live.
What I have built and run:
Voice AI + CRM on Twilio, Retell, n8n, and GoHighLevel, with post-call extraction, outcome mapping, alerts, and auditable records.
Real estate ops on production n8n + Claude across 750+ broker contacts: prioritized follow-up, AI drafts for human review, reply triage, and pipeline monitoring.
Quote follow-up on Zapier + Gemini: Gmail trigger, owner-voice draft, human approval gate, Sheets tracking.
A 19-email nurture with a booked-call exit (ClickFunnels, Zoho, Calendly).
Twilio A2P 10DLC registration and compliant SMS.
Best fit: AI receptionists, appointment setters, missed-call recovery, and lead qualification. GoHighLevel contacts, pipelines, calendars, custom fields, and workflows. Retell and Twilio routing plus post-call webhooks. n8n, Make, and Zapier with retries, dedupe, and audit logs. Clinic and service-business intake with a hard emergency handoff.
I design for the failure cases: duplicate triggers, unclear lead state, tool-call errors, opt-outs, human takeover, and silent sync failures. Every delivery includes QA tests, stop conditions, run evidence, and a plain-English handoff.
CompTIA Security+. Bilingual English/Spanish. También trabajo en español.
Steps for completing your project
After purchasing the project, send requirements so David can start the project.
Delivery time starts when David receives requirements from you.
David works on your project following the steps below.
Revisions may occur after the delivery date.
Intake + baseline
You share CRM, funnel, and email stack details; I map current pipeline + baseline deliverability.
Audit analysis
Analyze leadflow + automation gaps; prioritize fixes and quick wins (deliverability, scoring, routing).