Services / Automation Systems

Practical automation for the work that should not stay manual.

I design and build CRM workflows, internal tools, integrations, and AI-assisted systems that connect business processes, data, and the people responsible for the next step.

01 / Core Services

Systems designed around the process, not the tool.

01

CRM & Lead Automation

lead capture · routing · booking · follow-up · pipeline movement · reminders · nurture · handoffs

Typical tools
GoHighLevel · CRM platforms · Email · SMS · Calendars · APIs
Proof
02

Workflow Automation

repetitive multi-step work · cross-tool handoffs · notifications · data movement · scheduled workflows · approval logic · exception routing

Typical tools
n8n · Google Workspace · Airtable · Webhooks · APIs
Proof
03

Operations & Internal Tools

operational tracking · purchasing workflows · status visibility · internal queues · approvals · reporting · structured data · exception handling

Typical tools
Airtable · n8n · Google Sheets · Internal dashboards
Proof
04

API & AI Integrations

AI-assisted intake · retrieval-backed responses · API-connected workflows · structured extraction · routing · internal AI tools · system-to-system integrations

Typical tools
n8n · APIs · LLMs · Pinecone · Google Workspace · Custom development
Proof

02 / Engagement

A small build should still have a clear operating model.

  1. 01

    Understand

    Map how the process works now, where it breaks, and what still requires human judgment.

  2. 02

    Design

    Define the workflow, data, states, integrations, exceptions, and ownership.

  3. 03

    Build

    Implement the system using the tools that fit the problem.

  4. 04

    Test & Handoff

    Run real scenarios, verify edge cases, document the workflow, and prepare it for day-to-day use.

03 / Good Fit

Best fit for processes with real operational friction.

Good fit

  1. repetitive manual handoffs
  2. disconnected tools
  3. CRM follow-up that depends on memory
  4. business data spread across sheets and inboxes
  5. approvals that need clearer ownership
  6. processes that need alerts, tracking, or exception handling
  7. internal workflows that need better visibility
  8. teams that need practical automation rather than a large custom platform

Probably not the right fit

  1. projects that only need visual website design
  2. large custom software products with no automation or integration need
  3. work that depends on unsupported or inaccessible systems
  4. projects expecting AI to replace important human judgment without review

04 / Proof

See how these systems work in practice.

Have a process that is harder to run than it should be?

If the work involves repetitive handoffs, disconnected systems, CRM workflows, operational tracking, or integrations, I can help design a practical system around it.