CRM Automation & GoHighLevel Specialist

What I Do

Most CRM systems grow messy over time — tools pile up, automations get layered on, and no one is quite sure how things work anymore. I help untangle that.

I design and implement CRM automation that’s structured, documented, and built to support real workflows — not just ideal ones.

My work emphasizes clarity, documentation, and systems that can be maintained, handed off, and evolved over time.

Focus Areas

CRM workflow automation and optimization
Certified GoHighLevel setup, cleanup, and customization
Sales pipelines, lifecycle stages, and reporting
CRM audits and process mapping
Internal documentation and system handoff

Learn more about CRM automation and workflows

Platforms & Tools

My primary platform is GoHighLevel, where I’m certified and work across CRM workflows, pipelines, permissions, reporting, and integrations. I also collaborate with the surrounding tools that support marketing and operations teams.

Rather than chasing every new platform, I focus on building CRM systems that are stable, understandable, and adaptable over time — especially in shared or evolving environments.

View supported CRM platforms and tools

How I Approach CRM Automation Projects

Good automation starts with understanding how people actually use a system.

Assess

Review existing workflows, CRM structure, and data quality to understand the current state and constraints.

Design

Map logical automations that align with real business processes.

Implement

Build workflows, pipelines, and configurations with scalability and clarity in mind.

Document

Document workflows, logic, and dependencies so systems can be maintained, transferred, and evolved.

Documentation Matters

Automation shouldn’t live only in someone’s head.

I treat documentation as a core part of CRM automation work, ensuring systems are explainable, transferable, and easier to manage over time.

Supporting Points

Internal guides and system runbooks

Clear naming conventions and structure

Reduced reliance on tribal knowledge

View CRM documentation examples

A Little About Me

I come from a front‑end and project coordination background, which shapes how I approach CRM automation and system design.

I care about how systems are built — and how people experience using them.

I’m especially interested in roles that sit at the intersection of systems, process, and people.

Read more about my background and experience

Building CRM Systems
That Just Work

What I Do

Focus Areas

Platforms & Tools

How I Approach CRM Automation Projects

Assess

Design

Implement

Document

Documentation Matters

Supporting Points

A Little About Me

Thinking About Improving Your CRM Setup?

Building CRM Systems That Just Work

What I Do

Focus Areas

Platforms & Tools

How I Approach CRM Automation Projects

Assess

Design

Implement

Document

Documentation Matters

Supporting Points

A Little About Me

Thinking About Improving Your CRM Setup?

Building CRM Systems
That Just Work