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
Zapier & AI Automation Specialist | n8n, Gemini, Claude | CRM + Email
100%
Job Success
DeKalb, United States - 1:07 am local time
What I have shipped:
• Real estate acquisitions team (production n8n + Claude): daily follow-up prioritization across 750+ broker contacts, AI-personalized drafts for human review, reply triage, pipeline monitoring. 100 of 100 recent executions passing clean.
• Quote follow-up for a catering business (Zapier + Gemini): Gmail detects the sent quote, Gemini writes a warm follow-up in the owner's voice, a Gmail draft waits for approval, Sheets logs every touch. Built and tested end to end, with hard stop conditions on reply and booking.
• 19-email nurture sequence with booked-call exit criteria (ClickFunnels + Zoho + Calendly): the cadence stops itself the moment a call is booked.
• Twilio A2P 10DLC compliant SMS review and engagement system, built to protect sender reputation, not just send messages.
Best fit for:
• Service businesses losing revenue to unanswered quotes: I build the system that follows up automatically and logs every touch
• Real estate, insurance, and trades teams that need AI-personalized outreach at scale without risking sender reputation
• CRM pipelines that need to think: lead routing, scoring, re-engagement, and stop conditions built in from day one
• Teams that want AI in the workflow but require a human in the loop before anything sends
Every system ships with stop conditions, audit logs, and plain-English documentation, because the person who inherits it six months from now needs to understand it. CompTIA Security+ background: your API keys and customer data get the same discipline as enterprise infrastructure. US-based, military veteran.
Bilingual English/Spanish: documentation, team training, and dashboards in both languages. 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).