Update:

AmeriTeam Realty was acquired and merged with Robert Slack Realty

Client:

Alan Randel

Projects:

AI Recruiter Bot, AI Chat Bot For Buyers And Sellers, CRM Sync Between Kvcore and Gohighlevel, Automated Drip Campaign System, Multi-Stage Buyer and Seller Nurture Automation, Lead Routing and Qualification Workflows, Interview Scheduling Automation, FAQ Automation, Pipeline Syncing, Behavioral Follow-Up Triggers, Personalized Messaging Based on Buyer Profile, Automated Prequalification Flows

Websites:

www.AmeriTeamRealty.com

www.AmeriTeamCareers.com

AmeriTeam Realty brought me in to modernize and streamline their agent recruiting, lead nurturing, and CRM systems using AI and automation.

We started by deploying a custom-built AI Recruiter Bot, designed to pre-screen and qualify new real estate agent applicants 24/7. This AI assistant handled common questions, captured detailed intake information, and scheduled interviews directly into the recruiter’s calendar—eliminating the manual back-and-forth and reducing time-to-interview by over 70%.

Next, I implemented an AI-powered Chat Bot on their website and social channels to engage both prospective buyers and sellers in real time. This bot was trained to deliver neighborhood-specific info, answer FAQs, and convert casual visitors into warm leads automatically.

On the backend, I created a CRM sync between KVcore and GoHighLevel, allowing AmeriTeam to use GHL’s automation power without losing the lead management capabilities of KVcore. This integration enabled seamless contact sharing, pipeline syncing, and cross-platform automation triggers.

To maximize lead conversion, I built a multi-layered drip campaign automation system, targeting both buyers and sellers across multiple stages of the pipeline. The most powerful of these was a multi-segmented buyer profile nurture campaign, which personalized content based on buyer intent, budget, timeframe, and preferred area. Leads were continuously warmed and handed off only once they met the pre-qualified criteria.

As a result of this deployment, AmeriTeam significantly improved agent recruitment efficiency, reduced lead response times, and boosted engagement across multiple buyer profiles—while minimizing manual labor and improving team productivity.

Client:

Luis De Jesus

Projects:

AI Client Onboarding Assistant, AI content generation assistant, Internal workflow automation, CRM integration, Lead nurture automation, Task automation, Pipeline automation, Consultation funnel automation, Centralized reporting system, Brand-aligned AI copywriting

Website:

www.AuthorsAdvantage.com

Author’s Advantage partnered with me to streamline their internal operations, improve client onboarding, and automate repetitive tasks through strategic AI and automation systems.

We began by building out a custom AI Client Onboarding Assistant, trained specifically on Author’s Advantage's publishing and fulfillment process. This assistant guided new authors through the entire onboarding journey, collecting information, answering FAQs, and dynamically routing them to the right department or next step. As a result, onboarding time was reduced by over 50%, while support volume dropped dramatically.

On the backend, we implemented automated internal workflows using tools like Make and GoHighLevel, enabling the team to trigger tasks, update pipelines, and assign responsibilities based on client status or behavior, without any manual input. Every phase of the client journey was mapped and connected.

I also introduced an AI content generation assistant to help their team quickly draft outlines, bios, summaries, and even email copy for author clients. This saved hours of writing time per project while keeping voice and tone aligned with brand guidelines.

To improve lead engagement and follow-up, we built out a segmented nurture automation system, designed to guide prospective authors through the discovery, consultation, and decision-making stages. Personalized messages were sent based on the user’s goals, timeline, and interaction level, ensuring no lead slipped through the cracks.

Finally, all client touchpoints and lead funnels were integrated into a centralized CRM system, giving Author’s Advantage full visibility into where each client or lead stood, and enabling real-time reporting across departments.

These AI + automation systems dramatically improved operational efficiency, freed up team bandwidth, and enhanced both the author and internal team experience.

Client:

Billow Capital, Ltd.

Projects:

Talent Acquisition Strategy, Executive Recruiting, Leadership Development, Onboarding Program Design, Performance Management Systems, Organizational Culture Consulting, Workforce Planning, Compliance and Regulatory Guidance

Website:

www.BillowCapital.com

Billow Venture Capital brought me on to design and implement a series of AI and automation systems that would modernize their deal flow intake, streamline internal processes, and improve communication with both founders and limited partners (LPs).

We started by building a custom AI-Powered Deal Intake Assistant that lives on their website and investor-facing channels. This assistant captures inbound founder submissions, extracts key data points (sector, stage, traction, funding ask), and routes them to the appropriate internal reviewer based on pre-set criteria. This eliminated hours of manual screening while ensuring the right eyes reviewed the right deals.

On the back end, I implemented an automated CRM and pipeline system that tracks every deal through stages, from submission to diligence to decision, complete with auto-notifications, task assignments, and follow-ups. The system also triggered investor update reminders and created summary dashboards for internal visibility.

We also deployed an AI LP Communications Assistant, which generated draft reports, summaries, and periodic investor updates using data from active portfolio companies. This saved significant time during quarterly reporting cycles and helped maintain high-touch communication with LPs.

To round out the system, we built a founder nurture workflow, automatically sending personalized follow-ups, resource recommendations, and status updates to founders in the pipeline, improving founder experience without increasing team workload.

Together, these tools enabled Billow to operate like a much larger firm, scaling their deal intake, improving their founder pipeline experience, and strengthening LP transparency, all without bloating the team.

Client:

The late Alan Helbing

Projects:

Centralized CRM and Operations Hub Setup, Lead Qualification Automation, Client Intake System, Client Journey Segmentation, Project Delivery Automation Pipeline, Task and Milestone Automation, AI-powered Strategy Assistant, SOP Generation Automation, Performance Dashboard Integration, Sales and Project Reporting Systems, Internal Workflow Automation, Post-delivery Support Automation

Website:

www.clear2business.com

Clear2Business is a boutique consultancy that helps businesses adopt AI, automation, and modern operational systems. I was brought in to build the back-end infrastructure, internal automations, and client delivery workflows to help the firm scale its service capacity without overextending its team.

We began by building a centralized CRM and operations hub in GoHighLevel, allowing the team to manage lead flow, client onboarding, project fulfillment, and ongoing support in one ecosystem. This replaced a patchwork of disconnected tools and enabled Clear2Business to deliver consistent, high-touch service with fewer manual steps.

Next, we designed a client intake automation system, where leads from various channels (web forms, referrals, and partner funnels) are qualified automatically and routed into different client journeys, consulting, done-for-you buildouts, or audits, based on size, need, and budget.

I also created a project delivery automation pipeline that guides clients through onboarding, data collection, milestone tracking, and post-delivery support. Tasks and updates are dynamically triggered based on project stage, keeping both clients and internal staff aligned.

To support their advisory services, we developed an AI-powered strategy assistant, which helps generate baseline automations, SOP frameworks, and business model-specific recommendations that consultants can rapidly customize. This dramatically reduced delivery time and increased perceived value.

Lastly, I integrated performance dashboards and reporting tools so the Clear2Business team could monitor sales metrics, project timelines, and client satisfaction in real time, enabling smarter, faster decisions at scale.

These systems transformed Clear2Business from a high-skill, low-scale boutique firm into a scalable consultancy with replicable, automation-first infrastructure that mirrors the solutions they build for their clients.

Client:

Caroline Lowe

Projects:

Multi-Channel AI Intake System, Consumer Complaint Data Structuring, Lead Scoring Automation, Lead Routing Engine, Partner and Affiliate Matching Automation, Affiliate Tracking Automation, Reputation Dashboard Development, Intent Signal Capture, Custom Nurture Automations, Custom Pipeline CRM System, Lead Monetization Tracking, Conversion Analytics by Region and Source, Automated Content Prompt Generation, AI-Powered Social Post Creation, Editorial Content Automation

Website:

contractorbust.com

Contractor Bust is a media and service brand focused on exposing bad contractors while generating high-intent leads for reputable ones. I was brought in to build out the AI infrastructure and automation systems that would allow the brand to scale both content-driven traffic and lead monetization.

We started by creating a multi-channel AI Intake System to capture consumer complaints and contractor reports from the website, social media, and SMS. This assistant collected structured data, project type, contractor name, location, photos, and issue descriptions, then automatically scored submissions based on severity and geographic targeting.

From there, I built a lead routing engine that automatically matched valid submissions with local partner contractors, legal affiliates, or monetized buyer networks. Each route triggered tailored follow-up campaigns and affiliate tracking automation to ensure accurate attribution.

I also developed a reputation dashboard that allowed users to search, track, and flag contractor names, while capturing more intent signals for future targeting. This data fueled custom nurture automations for both consumers and partner contractors.

On the back end, I built a custom pipeline CRM system for managing intake volume, monetized lead flow, and affiliate handoff. The system included built-in analytics to track conversion value by region, campaign source, and lead type.

Finally, we implemented automated content prompts using AI to generate headline ideas, social posts, and story frameworks from submitted contractor horror stories, allowing the media side of the brand to scale without needing a full editorial team.

These automations transformed Contractor Bust into a scalable hybrid brand, part watchdog, part lead-gen engine, built on structured data, AI workflows, and real-time monetization triggers.

Client:

John Jones

Projects:

AI-Powered Lead Qualification Assistant, Multi-Step Lead Capture Workflow, CRM Integration and Lead Routing, Field Service Automation Pipeline, Appointment Scheduling Automation, Technician Assignment Automation, Automated Reminders and Follow-Ups, Post-Service Feedback System, NPS and Review Collection Automation, Re-Engagement Triggers, Real-Time Performance Dashboards, Lead and Conversion Reporting Suite, AI-Generated Messaging Prompts, Marketing and Sales Copy Automation

Website:

www.cuh2o.com

CUH2O, a water treatment and filtration company, hired me to modernize their lead capture, field service coordination, and customer follow-up systems using a blend of AI and automation.

We started by implementing a multi-step lead capture workflow on their website and ads, featuring an AI-powered qualification assistant that engaged prospects, asked diagnostic questions (water source, issues, household size), and routed leads to the correct product category and service team. Qualified leads were instantly pushed into their CRM and assigned based on location and product fit.

On the backend, I built a field service automation pipeline, where appointments, technician assignments, reminders, and follow-ups were all handled via dynamic workflows in GoHighLevel. This removed manual scheduling errors and ensured timely dispatching for in-home consultations and installations.

To further improve the customer experience, I implemented an automated post-service feedback and review system, which sent tailored follow-ups after each appointment, collecting NPS scores, requesting Google reviews, and triggering re-engagement if satisfaction was low.

Internally, I deployed a real-time dashboard and reporting suite, allowing the CUH2O leadership team to monitor lead flow, conversion rates, technician performance, and customer feedback in one place. This empowered the team to act faster, manage field teams more effectively, and spot bottlenecks before they became issues.

Finally, I added AI-generated messaging prompts for use in marketing and sales follow-ups, allowing the team to quickly send persuasive, personalized messages without needing a full-time copywriter.

The result was a fully modernized, AI-enabled service business, able to scale its customer acquisition, reduce scheduling friction, and improve lifetime value without growing overhead.

Client:

John Jones

Projects:

Client Intake Automation System, AI-Powered Service Qualification Form, Lead Routing and Pricing Flow, Dynamic Scheduling Automation, Technician Dispatch Workflow, Zone-Based Route Management, Automated Service Reminders, Post-Visit Feedback Collection, Upsell Offer Automation, Low-Rating Flagging System, Subscription Billing Automation, Payment Reminder and Failed Payment Alerts, Reputation Automation, Google Review Prompts, Referral and Rewards Workflow

Website:

www.ecopoolcleaning.com

Eco Pool Cleaning, a residential and commercial pool service company, hired me to build out automated systems to streamline their route management, client scheduling, service reminders, and upsell workflows, all with minimal human intervention.

We began by designing a client intake automation system that collected service area, pool type, and frequency preferences through an AI-powered form assistant embedded on their website and social profiles. This system automatically qualified the lead, calculated service tier recommendations, and routed the contact into the appropriate pricing and scheduling flow.

From there, I built a dynamic scheduling and technician dispatch workflow. Using GoHighLevel, the system matched clients to service techs based on location zones, availability, and service type. This reduced manual scheduling by over 90% and prevented routing inefficiencies that were costing the business time and fuel.

To increase customer retention, we deployed an automated service reminder and feedback system, which notified clients before and after each visit, requested satisfaction ratings, and offered upsells for seasonal add-ons like filter replacements or deep cleans. If feedback was low, the system flagged the account for review.

We also added a subscription billing automation, syncing recurring invoices, payment reminders, and failed payment alerts, minimizing billing friction and improving cash flow consistency.

Lastly, we rolled out a reputation and referral automation, prompting happy clients to leave Google reviews and refer neighbors in their area, which tied into a simple rewards system.

With these systems, Eco Pool Cleaning now operates like a scaled franchise: lean, automated, and customer-centric, delivering consistent service while freeing up the owner from day-to-day micromanagement.

Client:

Alejando Peña

Projects:

Multilingual AI Enrollment Assistant, Whatsapp and Facebook Lead Handling Automation, Lead Qualification Workflows, Program Funnel Routing, Placement Session Booking Automation, Student Onboarding Automation, Placement Test Data Collection, Class Reminder Workflows, Instructor Assignment Automation, Multi-Touch Lead Nurture Campaigns, Bilingual SMS and Email Automation, Personalized Messaging Flows, No-Show Rebooking Automation, Progress Check-In Automation, Upsell Workflows For Advanced Programs, Bilingual CRM Setup, Instructor Capacity Tracking, Funnel and Revenue Reporting System

Website:

www.esollatam.com

ESOL LatAm, an English language training company serving Latin American professionals, hired me to build systems that would automate their student intake, class delivery workflows, follow-up processes, and lead nurturing, so they could scale their impact without overwhelming their small team.

We began with a multilingual AI Enrollment Assistant that handled student inquiries via WhatsApp, Facebook, and their website. The assistant qualified leads by language level, learning goals, and availability, then routed them into the appropriate program funnel while booking a placement session or sending pricing info automatically.

Next, I built a student onboarding automation, which collected placement test results, sent welcome sequences, scheduled class reminders, and connected students with their assigned instructors, all through automated flows in both English and Spanish.

For lead generation and conversion, we deployed a multi-touch lead nurture campaign tailored to the LatAm market, leveraging SMS, email, and WhatsApp in both languages. These automations personalized messaging based on the prospect’s job title, motivation (career, travel, school), and timeline.

To improve retention and engagement, I implemented a class reminder and no-show automation system, sending pre-class nudges and automatically rebooking missed sessions. We also introduced progress check-ins and upsell workflows for students to move into more advanced programs or private tutoring options.

On the backend, I created a bilingual CRM and reporting system, giving the ESOL LatAm team full visibility into their funnel, instructor capacity, show-up rates, and revenue performance, enabling data-driven decisions.

With these AI + automation systems in place, ESOL LatAm now runs a high-touch educational experience at scale, across borders and time zones, without burning out their instructors or operations staff.

Client:

HI Holding Co.

Projects:

Modular CRM And Operations Framework, Multi-Brand GoHighLevel Architecture, Centralized Reporting System, Automated Task Assignment Workflows, Cross-Brand Fulfillment Automation, AI-Assisted Content Generation Workflows, Email and Ad Copy Automation, Smart Intake And Lead Routing System, Multi-Channel Lead Capture Automation, Brand and Service-Type Segmentation, Pre-Contextual Lead Handoff, Consolidated Performance Dashboards, Cross-Brand KPI Tracking, Scalable Automation Infrastructure

Website:

www.hiholding.com

HI Holding Company, a diversified group with interests in real estate, education, and digital services, brought me on to architect a unified AI and automation infrastructure that could support operations across multiple business units under one central system.

We began by building a modular CRM and operations framework using GoHighLevel, designed to be cloned and customized for each brand while maintaining centralized visibility for executive oversight. Each sub-brand gained its own lead pipeline, automations, and reporting, all nested within a scalable ecosystem.

To reduce internal bottlenecks, we deployed automated task and notification systems, allowing cross-brand teams to assign work, trigger fulfillment steps, and track project progress without manual coordination or follow-up.

For marketing and lead gen, we created AI-assisted content workflows, where brand managers could generate email sequences, ad copy, and social media posts tailored to each business vertical, cutting content production time dramatically.

We also launched a smart intake and routing system, where leads were captured from web, paid ads, and partner sites, automatically categorized by brand, service type, and urgency. Each lead was instantly routed to the right team with preloaded context.

At the leadership level, I developed a consolidated performance dashboard, displaying KPIs across all brands—marketing ROI, sales performance, and operational metrics, so decisions could be made at both the individual brand and portfolio levels.

This foundational work gave HI Holding Company the ability to run multiple brands with lean teams, eliminate data silos, and scale their operations through automation instead of headcount.

Client:

INCHOLDINGS, LLC

Projects:

Multi-Brand Automation Architecture, GoHighLevel Sub-Account System Setup, Funnel and Crm Templating, Nurture System Deployment, Unified Lead Tracking System, Cross-Account Pipeline Reporting, Centralized Performance Dashboards, Launch Automation Toolkit, AI-Generated Email and Sms Templates, Automated Onboarding Sequences, Offer Testing Framework, Split Testing Automation, Recruiting Automation Workflows, Contractor Vetting Automation, SOP Delivery Automation, Centralized Operations Command Hub, Tool Integration and System Syncing

Website:

www.incholdings.com

Inc. Holdings is a digital-first holding company focused on launching and scaling lean, bootstrapped businesses in real estate, marketing, and tech. I was brought in to develop the AI and automation backbone that would support the launch, testing, and growth of multiple brands under a centralized command system.

We started by building a multi-brand automation architecture using GoHighLevel, where each venture had its own sub-account, funnel framework, CRM, and nurture system, all templated for rapid duplication and deployment. This setup enabled Inc. Holdings to spin up fully functional brands in hours, not weeks.

To ensure each brand could operate independently while remaining data-connected, I implemented a unified lead tracking and pipeline reporting system across all accounts. This allowed the core team to monitor performance, acquisition cost, and conversion metrics from a single dashboard.

I also created a launch automation toolkit, which included AI-driven email and SMS templates, onboarding sequences, offer testing frameworks, and automated split testing across pages and campaigns, empowering each business unit to rapidly iterate and validate its model.

On the internal side, I built recruiting and onboarding automation workflows for staffing contractors and partners across new projects. Every step, from initial application through vetting, assignment, and SOP delivery, was streamlined to reduce friction and shorten time-to-productivity.

Finally, I connected all major tools (project management, billing, marketing, and analytics) into a centralized ops command hub, providing visibility, accountability, and scale, all with minimal overhead.

These systems allow Inc. Holdings to function like a lean startup studio, able to launch, test, and scale brands fast with a plug-and-play foundation rooted in automation, AI, and operational clarity.

Client:

Christopher Palmer

Projects:

AI Booking Assistant, Multi-Channel Booking Automation (Website, WhatsApp, SMS), Salesforce and Rent Centric Integration, Real-Time Reservation and Vehicle Data Sync, Unified Customer Record System, Franchise Onboarding Automation, Partner Training Sequence Automation, Geo-Based Lead Routing, Inventory-Based Inquiry Distribution, Post-Trip Follow-Up Campaigns, Review Request Automation, Rebooking Incentive Workflows, Abandoned Cart Sequences, Customer-Type Segmentation Logic, Performance Dashboard Creation, Revenue and Conversion Tracking, Fleet Utilization Reporting, NPS and Customer Feedback Tracking

Website:

www.instantluxuryrentals.com

Instant Luxury Rentals, a premier provider of exotic and luxury car rentals, hired me to modernize their tech stack and create a scalable automation system to support their growing network of locations and franchise operators across the U.S.

The project began with the deployment of a multi-channel AI Booking Assistant, integrated across the website, WhatsApp, and SMS. This assistant helped customers check availability, select vehicles, upload documents, and start reservations, reducing inbound support load and speeding up the booking process.

On the back end, I engineered a Salesforce integration with Rent Centric, their core fleet management software. This allowed for real-time syncing of reservations, customer data, vehicle status, and payment events, ensuring a unified customer record and eliminating data duplication across platforms.

I then built a franchise onboarding and routing system, where new partners could be onboarded with preloaded workflows, training sequences, and localized CRM settings. Leads and inquiries were dynamically routed based on geographic zones and inventory availability.

To drive customer retention and operational efficiency, I implemented automated follow-up campaigns, including post-trip feedback, review requests, rebooking incentives, and abandoned cart sequences. The workflows adapted based on customer type (business, tourist, influencer) and rental frequency.

Lastly, I created a performance dashboard that tracked revenue by location, lead sources, booking conversion rates, fleet utilization, and NPS, giving the executive team the visibility needed to make quick, data-informed decisions.

These systems now allow Instant Luxury Rentals to scale like a modern franchise: lean, automated, and data-connected, with a seamless customer experience and minimal overhead per location.

Client: Christopher Palmer

Projects:

AI Reservation Assistant, Mobile-First Booking Automation (Web, SMS), Streamlined Salesforce and Rent Centric Integration, Real-Time Vehicle and Contract Data Sync, Budget-Friendly Lead Routing System, Location-Based Inquiry Assignment, Automated Branch-Level Appointment Flows, No-Show and Return Renter Automation, Post-Trip SMS/Email Follow-Ups, Behavior-Based Discount Triggers, Google Review Prompt Automation, Referral Request Workflows, Inventory-Based Lead Distribution, Branch-Specific Workflow Configuration, Centralized Customer Communication Management

Website:

www.instantrentacar.com

Instant Rent-a-Car, the economy-focused division of Instant Luxury Rentals, brought me in to build a cost-efficient, automation-heavy tech stack that could handle high-volume bookings, reduce customer service strain, and simplify operations across multiple locations.

We kicked off the project with a streamlined AI Reservation Assistant, optimized for budget-conscious renters. It handled vehicle availability checks, basic rental requirements, quote delivery, and ID uploads, all via web, SMS, and mobile-first workflows. The assistant drastically reduced the need for live agents while maintaining a smooth booking experience.

To ensure operational visibility, I integrated the system with Rent Centric and Salesforce, mirroring the enterprise setup from the parent brand but trimmed down for speed and cost efficiency. This allowed front-line staff to manage inventory, contracts, and customer communication without juggling multiple platforms.

I then built a location-based lead routing system that auto-assigned inquiries and reservations based on pickup location, fleet availability, and business hours. Each branch received its own automated appointment confirmations, reminder flows, and follow-ups, customized for local staff and service capacity.

To minimize no-shows and maximize rebookings, we rolled out a smart reminder and post-trip automation, which sent SMS/email nudges, requested feedback, and delivered return-renter discount offers based on behavior and timing.

We also added Google review and referral prompts to capitalize on satisfied customers and build local brand trust, critical for a budget brand competing on service and convenience.

With these tools in place, Instant Rent-a-Car now operates like a tech-forward, national brand, delivering a smooth, modern rental experience at scale, with lean overhead and fully automated local operations.

Client:

JC Mays

Projects:

Modular Client Onboarding System, Branded Intake Funnels, Smart Qualification Forms, Automated Calendar Booking, Programmatic Account Setup, Pre-Built Automation Campaign Library, Cold Email Workflow Templates, Facebook Lead Ad Follow-Up Automations, SMS Drip Sequences, Pipeline Update Automation, Reactivation Campaign Workflows, AI-Powered Content Generation Assistants, Ad Copy and Landing Page Automation, Lead Magnet and Funnel Content Automation, Centralized Performance Reporting Dashboards, Real-Time Client-Facing Analytics, Internal Lead Routing Engine, Lead Assignment Automation, Attribution Tracking System

Website:

www.leadsbranch.com

Leads Branch Marketing is a performance-driven agency focused on helping real estate investors, service professionals, and B2B operators generate and close qualified leads. I was brought in to architect the AI and automation foundation that would allow the business to fulfill client services at scale with minimal manual effort.

We started by building a modular client onboarding and fulfillment system using GoHighLevel. This included branded intake funnels, smart qualification forms, automated calendar booking, and programmatic account setup, reducing onboarding time from days to minutes.

I then designed a pre-built automation library of cold email workflows, Facebook lead ad follow-ups, SMS drip sequences, pipeline updates, and reactivation campaigns, giving the team plug-and-play campaigns for clients across multiple industries.

To support AI-driven creative, we implemented content generation assistants trained to write ad copy, cold emails, landing page hooks, and lead magnets based on niche, persona, and funnel intent. These tools enabled faster campaign launches without bottlenecks in copywriting or ideation.

On the operations side, I created centralized reporting dashboards that pulled data from ads, email, CRM, and booking tools into a real-time, client-facing view, so both clients and team members could track performance, engagement, and pipeline value instantly.

Finally, I developed an internal lead routing and assignment engine, which distributed inbound leads to the correct client accounts, triggered notifications, and tracked attribution across multiple entry points, essential for managing fulfillment at scale.

These systems gave Leads Branch a scalable infrastructure to serve dozens (soon hundreds) of clients, while keeping delivery streamlined, measurable, and AI-enhanced from top to bottom.

Client:

Justin Blevins

Projects:

Multi-Stage Acquisitions Pipeline Automation, GoHighLevel CRM Setup, Lead Dispositioning Workflows, Seller Motivation and Timeline Tagging, Automated Task Creation For Acquisitions Team, AI Recruiter Bot, Recruitment Intake and Screening Automation, Interview Scheduling Automation, Centralized Lead Routing System, Multi-Source Lead Integration, Cross-Market CRM Tagging and Filtering, Multi-Channel Follow-Up Engine (SMS, Email, RVM, Dialer), Behavioral-Based Follow-Up Sequences, VIP Buyer Program Automation, Buyer Preference Collection System, Buy Box Verification Workflow, Dynamic Deal Promotion Automation, Team Activity Tracking Dashboards

Website:

mavcapmgt.com

Maverick Capital Management is a national real estate investment company focused on residential acquisitions and wholesale dispositions. I was brought in to build out the AI and automation systems that power the company’s deal pipeline, CRM, recruiting, and operations across multiple sub-markets.

We began by creating a multi-stage acquisitions pipeline automation using GoHighLevel, where inbound seller leads are dispositioned in real-time based on motivation, condition, and timeline. Each stage, Callback, STFU (Send the Follow-Up), Buy Box Verified, VIP Buyer, triggers targeted actions, messaging, and task creation for the acquisitions team.

To accelerate recruitment, I deployed an AI Recruiter Bot that prescreens potential acquisition reps, sales agents, and VAs. It handles inbound inquiries, FAQs, and interview scheduling, freeing up HR and slashing time-to-hire by over 60%.

We also integrated multiple lead sources into a centralized CRM and lead routing system, ensuring all seller, buyer, and JV leads are tracked, qualified, and funneled into the correct nurture workflows. Cross-market filters and tags allow managers to oversee team activity by market, deal stage, or team member.

To improve lead conversion, I developed a multi-channel follow-up engine, which uses SMS, email, ringless voicemail, and outbound dialer workflows to re-engage sellers and buyers over time. These sequences adapt based on lead behavior and campaign stage.

On the investor side, I built a VIP Buyer Program automation, which collects buyer preferences, verifies buy box criteria, and dynamically promotes deals based on match quality.

Together, these systems transformed Maverick into a lean, tech-enabled investment operation, scalable across markets, teams, and transaction volume, without bloating headcount or losing speed.

Client:

Joseph Lynch

Projects:

Multi-Touch Lead Generation System, AI Lead Qualification Assistant, Lead Routing By Territory and Inventory, Prospecting Automation Engine, Local Business Data Scraping and Enrichment, Personalized Outreach Automation (Email And SMS), Follow-Up Sequence Automation, Client Onboarding Automation, Fulfillment Tracking Workflows, Asset Collection Reminders, Creative Approval Automation, Install Confirmation Automation with Photo Delivery, Automated Client Reporting Dashboards, Campaign Performance Summaries, Renewal CTA Automation, Centralized Operations Hub, CRM and Project Management Integration, Sales Rep Performance Tracking

Website:

www.miamiadcompany.com

Miami Ad Company specializes in mobile and digital outdoor advertising throughout South Florida. I was brought in to modernize their lead generation, prospecting, and client fulfillment systems using AI and automation to support scalability without increasing headcount.

We began by launching a multi-touch lead generation and qualification system, where inbound inquiries from the website, landing pages, and paid ads were routed through an AI assistant. The assistant asked qualifying questions (industry, campaign goals, desired coverage), and assigned leads to the appropriate sales rep based on territory and inventory availability.

I then built a prospecting automation engine that scraped and enriched local business data, auto-sent personalized outreach via email and SMS, and triggered custom follow-up sequences. This allowed the sales team to consistently engage new prospects with minimal manual outreach.

For operations, we implemented a client onboarding and fulfillment tracker, which automated the flow from closed deal to live campaign. This included asset collection reminders, creative approval automations, and install confirmations with automated photo proof delivery.

To improve visibility and upsell potential, I developed a client reporting dashboard that summarized campaign duration, impressions, service areas, and customer engagement. These reports were sent automatically with personalized summaries and renewal CTAs.

Finally, we connected all major systems, CRM, project management, and outreach, into one centralized operations hub, giving the Miami Ad Co. team a clear view of pipeline, client status, and rep performance at all times.

Together, these systems gave Miami Ad Company a scalable, automation-first foundation to support rapid growth across territories, without sacrificing personalization or delivery quality.

Client:

Kevin Wright

Projects:

Centralized CRM and Automation Hub, Contact Tagging and Segmentation System, Multi-Channel Nurture Campaign Workflows, Launch Automation System, Beta Invite and Event Registration Automation, Email And SMS Follow-Up Sequences, Real-Time Registration Tracking, AI-Powered Content Generation Workflows, Automated Devotional and Inspirational Content Delivery, Community Engagement Prompt Automation, Templated Offer Stack Creation, Checkout Flow Automation, Upsell and Cross-Sell Automation, Partner Referral Tracking System, Lead Magnet to Paid Funnel Mapping, Real-Time Performance and Revenue Dashboard, Campaign Engagement Analytics, User Activation Tracking

Website:

www.mosthighai.com

Most High AI is a spiritually focused AI startup building tools that blend faith, personal growth, and emerging technology. I was brought in to design and implement the backend systems and automation infrastructure to support product delivery, audience engagement, and internal operations as the brand scaled.

We started with a centralized CRM and automation hub to manage email lists, waitlists, early adopters, and partner programs. Every contact was tagged based on interest (AI companion, devotionals, coaching), interaction history, and lead source, powering targeted nurture and engagement campaigns across channels.

I developed a launch automation system to support product drops, beta invites, and webinar events. This included landing pages, email/SMS sequences, follow-up reminders, and real-time registration tracking, so the team could launch with clarity and maximize conversions.

To enhance content scalability, we implemented AI-powered content workflows for daily devotional delivery, inspirational messaging, and community engagement prompts. These tools auto-generated and scheduled content aligned with the brand's voice and theological tone, reducing time spent in content production.

For monetization and funnel building, I created templated offer stacks and checkout flows, tied into upsell automations and partner referral tracking. From lead magnet to paid subscription, every user journey was mapped, measured, and optimized.

Lastly, I connected all backend systems into a real-time reporting dashboard showing email performance, opt-ins, campaign engagement, revenue, and user activation, giving the founding team the insight needed to make spirit-led, data-informed decisions.

These systems gave Most High AI a launch-ready foundation to scale its mission, where automation empowers ministry, and AI supports authentic spiritual connection.

Client:

Zachery Stetson

Projects:

AI-Powered Service Intake Assistant, Website And SMS-Based Intake Automation, QR Code-Triggered Workflows, Device Issue Selection and Photo Capture Automation, Location-Based Lead Routing, Automated Appointment Scheduling, Service Status Update System (SMS/Email), Repair Stage Notifications, Customer Follow-Up Automation, Google Review Prompt System, Referral Incentive Workflows, Service Recovery Sequence Automation, Centralized Multi-Location CRM, Store-Level Performance Reporting Dashboards, Real-Time Technician Output Tracking, Upsell Automation for Accessories, Post-Repair Warranty Offer Automation, Maintenance Reminder Workflows

Website:

www.phonerepairand.com

Phone Repair & is a fast-growing electronics and mobile repair service brand. I was brought in to automate their customer intake, service tracking, review collection, and multi-location operations to help the business scale efficiently across multiple storefronts and markets.

We started by implementing an AI-powered service intake assistant, embedded on the website and accessible via SMS and QR codes in-store. It guided customers through device type, issue selection, and appointment scheduling, while capturing photos or diagnostics when available. Submissions were routed by store location and urgency, allowing techs to prepare before arrival.

Next, I built an automated service tracking and status update system, which notified customers via SMS or email when repairs were received, started, completed, or delayed. This eliminated 90% of inbound “status check” calls and improved perceived professionalism.

I also created a customer follow-up and review automation, which triggered based on service type and satisfaction. Happy customers received Google review prompts and referral incentives; unhappy ones were routed to a service recovery sequence, preserving the brand’s public reputation.

For stores with multiple locations, I developed a centralized CRM and reporting system that gave ownership visibility into store-level performance, repair volume, device types, review scores, and technician output, all in real-time dashboards.

Lastly, we added upsell and warranty automation, offering post-repair accessory discounts, extended warranties, and maintenance reminders, improving customer lifetime value with minimal added overhead.

These systems enabled Phone Repair & to operate with franchise-level efficiency, delivering top-tier customer experience and streamlined repair operations across every location.

Client:

Wendy Navas

Projects:

AI-Powered Lead Intake Assistant, Project Qualification Automation, File Upload and Organization Workflows, Smart Intake Forms for Project Specs, Automated Project Pipeline Creation, Estimator Task Assignment Automation, Timeline Setting Based on Job Type, Client Communication and Status Update Automation, Draft Delivery and Revision Notifications, Estimator Performance Dashboard, Turnaround Time Tracking, Revenue Reporting By Project Type, Re-Engagement Automation, Follow-On Service Offer Automation, Change Order Upsell Workflows, Scope Revision Offer Automation

Website:

www.precision-estimates.com

Precision Estimates provides remote estimating and takeoff services for general contractors, remodelers, and real estate investors across the U.S. I was brought in to streamline their client intake, file collection, task management, and delivery process using AI and automation, allowing their team to scale without adding back-office overhead.

We began by deploying a smart lead intake assistant on their website and partner landing pages. This AI workflow qualified leads based on project type, square footage, urgency, and budget. It also collected plans, drawings, and scope documents directly via upload links, automatically naming and sorting files into the correct pipeline.

Next, I implemented an automated project intake pipeline, which kicked off internal task creation, estimator assignment, and timeline setting based on job size and service level (residential, commercial, or rush). These flows eliminated the back-and-forth that previously bogged down project startup.

To enhance delivery and communication, I built an automated status and update system, which kept clients informed throughout the estimating process. From receipt confirmation to draft delivery and revision notices, the client experience felt smooth and proactive without requiring manual follow-up.

On the backend, I created a dashboard for estimator performance, turnaround times, and revenue tracking by project type, helping the executive team spot bottlenecks and allocate resources effectively.

Finally, I added re-engagement and upsell automations that offered follow-on services (like change order support or scope revisions) after delivery, increasing average client value without additional outbound effort.

With these systems in place, Precision Estimates now runs like a tech-enabled estimating agency, fast, organized, and professional—able to take on more clients without sacrificing quality or burning out their team.

Client:

Natalia Rondon

Projects:

AI-Powered Tenant Inquiry Triage System, Multi-Channel Assistant (Web, SMS, Email), Message Categorization and Workflow Routing, Automated Task Creation and Escalation, Property Owner Lead Capture Automation, Smart Qualification Forms, Proposal and Contract Delivery Automation, CRM Tagging and Follow-Up Workflows, Automated Task Queues, Service Routing for Bookkeeping and Maintenance, Tenant Screening Workflow Automation, Rent Collection Reporting Automation, SLA-Based Task Tracking, Monthly Client Reporting Automation, Branded Report Formatting, Video Summary Delivery Automation, SOP Distribution Workflows, VA Onboarding And Training Automation, Role-Specific Tutorial Delivery

Website:

www.propieadmin.com

Propie Admin is a virtual back-office service that provides administrative support for landlords, real estate investors, and property managers. I was brought in to automate their tenant communications, lead processing, task routing, and reporting workflows, allowing them to handle more doors with fewer manual tasks.

We started by implementing a tenant inquiry triage system powered by an AI assistant available via web chat, SMS, and email. It categorized messages by urgency (maintenance, rent, lease questions, etc.) and routed them to the appropriate workflow, automatically creating tasks, sending responses, or escalating when necessary.

I then built a lead capture and onboarding automation for property owners and managers looking to hire Propie. This included smart qualification forms, proposal generation, contract delivery, and CRM tagging, all built inside GoHighLevel for smooth tracking and follow-up.

For internal operations, I created automated task queues and service routing systems for bookkeeping, tenant screening, maintenance dispatch, and rent collection reporting. Each task type followed a standardized workflow, complete with SLAs, notifications, and built-in accountability.

To support transparency and retention, we added monthly reporting automations for clients, summarizing tasks completed, inquiries handled, rent collected, and flagged issues. Reports were sent with branded formatting and optional video summaries.

Finally, we layered in SOP distribution and VA training automation, so as new team members joined the Propie backend, they were onboarded automatically with role-specific documents, video tutorials, and task shadowing flows.

With this automation stack, Propie Admin now operates like a scaled property management back office, delivering timely service, consistent communication, and operational clarity across clients and markets.

Client:

Hector Gómez

Projects:

Multilingual AI Lead Qualification Assistant, WhatsApp and Social Media Automation, Pre-Sales Property and Energy Usage Qualification, Lead Routing By Region and Installer Partner, Custom CRM and Pipeline System, GoHighLevel Segmentation By Region, Automated Rep Assignment and Task Triggers, Document Request Automation, Customer Onboarding Workflows, Region-Specific Education Content Delivery, Net Metering and Financing Explainer Sequences, Post-Install Follow-Up Automation, Review and Testimonial Collection Workflows, Referral Campaign Automation, System Upsell Trigger Sequences, Regional Performance Reporting Dashboard, Pipeline Health and Install Timeline Tracking, Sales Rep Performance Monitoring

Website:

www.rayosverdes.com

Rayos Verdes is a solar energy provider delivering residential and commercial installations across Latin America. I was brought in to design and implement the AI and automation infrastructure to streamline their lead capture, qualification, sales coordination, and customer onboarding across multiple countries and languages.

We began with a multilingual AI Lead Qualification Assistant, deployed via WhatsApp, landing pages, and social media DMs. This assistant handled pre-sales conversations in Spanish and Portuguese, qualifying prospects based on location, property type, energy usage, and installation readiness, while routing hot leads to the appropriate sales rep.

Next, I built a custom CRM and pipeline management system inside GoHighLevel, segmented by region and installer partner. It tracked every lead stage from inquiry to install, with automated reminders, rep assignments, and document request triggers at each phase.

For the customer journey, I created an automated onboarding and education workflow, which delivered region-specific content (e.g., net metering policies, financing options, maintenance tips) to new clients after proposal acceptance, reducing inbound questions and improving install preparedness.

To boost referrals and upsells, I launched post-install follow-up and review campaigns, encouraging clients to share testimonials, refer neighbors, or expand systems to new properties, all automated based on install date and satisfaction feedback.

Finally, I implemented a regional reporting dashboard, giving Rayos Verdes full visibility into pipeline health, install timelines, and rep performance across countries, essential for a company scaling across Latin America with remote teams.

Now, Rayos Verdes runs a lean, automated solar operation, offering a high-touch customer experience without needing bloated coordination teams or high overhead.

Client:

Evan Rose

Projects:

AI-Powered Lead Intake Assistant, Lead Qualification and Tagging Workflows, Pipeline-Based Lead Routing, Multi-Stage Client Onboarding Automation, Document Collection Automation, E-Signature and Agreement Workflows, Credit Report Upload Automation, Consultation Scheduling Workflows, Credit Repair Task Automation, CRM Updates Based On Bureau Responses, Dispute Cycle Tracking Automation, Progress Update Notifications (SMS/Email), Educational Content Delivery, Milestone-Based Messaging Triggers, Retention Automation Workflows, Upsell Offer Automation (tradelines, Business Credit), Partner Referral Dashboard, Affiliate Lead Tracking System, Automated Partner Status Updates, CRM Sync With Referral Activity

Website:

www.refreshedcredit.com

Refreshed Credit (also operating as Refreshed Financial) is a credit repair and financial wellness company helping individuals improve their credit scores, manage debt, and qualify for funding. I was hired to implement an AI-driven automation system that could manage lead generation, client onboarding, and case progression, without overwhelming the internal team.

We started by building a lead intake and qualification automation, which routed prospects from ads, referral partners, and website opt-ins through a guided AI assistant. This assistant gathered key credit challenges, goals, and timeline expectations, automatically tagging and assigning the lead to the appropriate pipeline.

Next, I developed a multi-stage onboarding workflow that handled document collection, service agreement e-signing, credit report uploads, and consultation scheduling. All touchpoints were fully automated, significantly reducing client drop-off and increasing onboarding speed.

For existing clients, we implemented a credit repair task automation system, which updated CRM status based on credit bureau responses, dispute cycles, and results. Clients received progress updates, educational content, and milestone notifications via SMS and email, all triggered by backend activity.

I also rolled out retention and upsell workflows, offering clients additional services like budgeting support, tradeline options, and business credit development—based on their progress and goals.

Finally, we created a partner referral dashboard and automation, giving loan officers, realtors, and affiliate partners a branded portal to refer clients, track status, and receive automated updates, all while syncing with Refreshed’s CRM in real time.

With these systems in place, Refreshed Credit now operates like a high-efficiency fintech company—delivering personalized service at scale, with minimal manual coordination.

Client:

Joshua Jenkins

Projects:

Multi-Brand CRM Architecture, Branded Pipeline and Workflow Segmentation, Centralized Reporting Dashboards, Contact Tagging and Lead Source Routing, Course Delivery Automation, Gated Funnel Setup, Cohort Enrollment Flows, Lesson Drip Campaigns, Webinar Automation Workflows, Certification Tracking Automation, AI-Based Investor Intake Assistant, Investor Qualification Workflows, Buy Box Matching System, Dynamic VIP Investor Segmentation, Deal Alert Automation, AI Appointment Setter for Sales and Coaching, Calendar Booking Automation, Referral Program Automation, Affiliate Payout Tracking System, Performance-Based Partner Workflows

Website:

REILY.co

REILY is a vertically integrated real estate brand encompassing REILY Capital (investments), REILY Pro (education and coaching), and the broader REILY community platform. I was brought in to build the AI and automation systems that could support lead generation, client onboarding, education delivery, and investor management across all three divisions.

We began with a multi-brand CRM architecture, where each business unit had its own pipeline, workflows, and automations, while syncing to a central reporting dashboard. Whether someone was an aspiring wholesaler, an active investor, or a student, their journey was automatically tagged and routed to the correct brand experience.

For REILY Pro, I built a full course delivery and nurture system, including gated funnels, cohort enrollment flows, lesson drip campaigns, webinar automations, and certification tracking. Everything was automated, from checkout to onboarding to progress follow-up, allowing the team to scale without manual course management.

On the REILY Capital side, I deployed an AI-based investor intake and qualification assistant, which gathered funding criteria, deal types, and market preferences. Verified investors were placed into a dynamic VIP list, and matched to deal alerts based on buy box logic.

We also implemented AI appointment setters for sales and coaching teams, reducing no-shows and speeding up the sales cycle. For affiliates and partners, I developed a referral automation and payout tracking system, helping grow the brand through a performance-based network.

With these systems in place, REILY now operates as a cohesive, automation-first brand, combining education, capital, and tech into a high-performing real estate engine.

Client:

Sara Moreno

Projects:

Spanish-Language AI Client Intake Assistant, WhatsApp and Landing Page Automation, Lead Qualification by Business Type and Service Interest, Automated Sales Funnel Routing, Rep Assignment Automation, Proposal Generation Workflows, E-Signature Automation, Asset Collection Automation, Customized Welcome Sequences, Internal Project Workflow Automation, Prebuilt Task Templates By Service Tier, Creative Services Fulfillment Automation, Project Update and Milestone Notifications, Client Approval Request Automation, Centralized Reporting Dashboard, Task and Fulfillment Timeline Tracking, Sales Pipeline Visibility Tools, Bilingual Communication Workflows

Website:

www.todoagencia.com

Todo Agencia is a boutique creative and digital marketing agency serving Spanish-speaking clients across Latin America. I was hired to implement AI and automation systems that would streamline their client acquisition, onboarding, campaign fulfillment, and internal task management, allowing the team to scale without sacrificing creative quality.

We began by creating a Spanish-language AI client intake assistant, embedded across landing pages and WhatsApp. It qualified leads based on business type, service interest (branding, ads, websites, social media), and budget, automatically assigning them to the appropriate sales funnel and rep.

Next, I built an automated onboarding sequence, which included proposal generation, e-signature workflows, asset collection, and welcome email sequences, all delivered in Spanish with customized messaging per service package.

For fulfillment, we developed internal project workflows for each type of service (e.g., logo design, ad management, landing pages), using prebuilt task templates that auto-generated based on the client’s service tier. This reduced bottlenecks and created more predictable timelines.

To enhance client communication, we deployed automated project update sequences, milestone check-ins, and approval requests—keeping clients informed and engaged throughout the creative process.

Finally, I set up a central reporting and task dashboard so agency leadership could view sales, client status, task progress, and fulfillment timelines in one place, improving visibility and accountability.

With these automations in place, Todo Agencia is now running like a modern, tech-enabled creative studio—delivering bilingual service with streamlined workflows and professional polish.

Client:

Daniela Rodriguez

Projects:

AI-Powered Seller Intake Assistant, Multi-Channel Intake (Web, SMS, Messenger), Distressed Property Lead Qualification Workflows, Custom Pipeline Routing in GoHighLevel, Situation-Specific Nurture Sequences (Foreclosure, Probate, Liens, Etc.), Empathetic and Educational Messaging Automation, Appointment Scheduling Workflows, Document Preparation Guidance Automation, Internal Lead Tracking System, Rep Assignment Automation by Region and Deal Type, Task Reminder and Follow-Up Automation, Central Deal Flow Dashboard, Campaign Performance Tracking, Real-Time Response Rate Reporting, Referral Partner Portal, Automated Status Updates For Referrers, Thank-You and Acknowledgment Workflows

Website:

www.UnitedSellersAssistance.com

United Seller’s Assistance is a mission-driven real estate organization that helps homeowners navigate foreclosure, probate, liens, and other distressed property situations. I was brought in to create a high-touch automation system that could handle sensitive seller conversations at scale, streamline lead processing, and improve follow-through from both team and client sides.

We started with a seller-facing AI intake assistant, built to operate across web forms, SMS, and Facebook Messenger. This assistant qualified distressed leads by property type, situation (e.g. foreclosure, back taxes, inherited), and urgency, then routed them into custom GoHighLevel pipelines for follow-up.

I implemented trigger-based nurture sequences tailored to the seller’s pain point, combining empathetic messaging with educational resources, appointment scheduling, and document prep guidance. These campaigns adapted in tone and length depending on motivation and timeline.

We also automated the internal lead tracking and assignment system, ensuring every seller was matched with a trained specialist based on region, experience, and deal type. Automated task reminders and follow-ups helped reps maintain momentum without needing to manually manage each opportunity.

To improve transparency and results, I built a central dashboard for the team to view deal flow by stage, campaign performance, and response rates, enabling real-time decisions and coaching opportunities.

Finally, we added referral partner automation that allowed attorneys, agents, and community leaders to submit distressed leads through a branded portal, complete with automated status updates and thank-you workflows.

With these tools in place, United Seller’s Assistance now operates like a tech-forward nonprofit-meets-investment firm, scaling impact and outreach with empathy, clarity, and automation.

Client:

Adellie Labrador

Projects:

AI-Powered Client Intake System, Dynamic Client Qualification Forms, Automated Call Booking Workflows, CRM Tagging and Segmentation, AI-Powered VA Applicant Screening Assistant, Multi-Step Candidate Intake Automation, Resume and Portfolio Collection Workflows, Red Flag Detection Logic, Talent Matching Automation Workflows, Skill and Timezone Compatibility Filtering, Automated VA-Client Intro Emails, Onboarding Workflow Automation, Service Agreement Delivery Automation, Kickoff Meeting Scheduling, SOP Distribution Workflows, Client Check-In and Feedback Sequences, NPS and Satisfaction Survey Automation, Real-Time Performance Dashboards, Placement Velocity Tracking, Match Quality Reporting, Onboarding Timeline Monitoring

Website:

vapros.com

VA Pros is a staffing agency that specializes in connecting real estate professionals, entrepreneurs, and small businesses with highly skilled virtual assistants across Latin America and the Philippines. I was brought in to design and implement AI-driven automations that would streamline lead intake, talent matching, client onboarding, and VA oversight at scale.

We began with an AI-powered intake system for both clients and VA candidates. On the client side, prospects were guided through a dynamic qualification form (industry, tasks needed, hours, timezone), which triggered automated follow-up, call booking, and CRM tagging. On the VA side, applicants were funneled through a multi-step screening assistant that collected resumes, portfolios, and availability while detecting red flags using pre-trained prompt logic.

Next, I developed a talent matching workflow, where qualified VA profiles were automatically suggested to clients based on task categories, timezone compatibility, and skill alignment. These matches triggered internal notifications, templated intro emails, and onboarding workflows.

For client fulfillment, I built a VA onboarding automation system, which included service agreement delivery, kickoff meeting scheduling, and SOP distribution. New clients also received check-in sequences and feedback surveys at key milestones to monitor satisfaction and performance.

To support internal scaling, I implemented a real-time performance dashboard showing placement velocity, match quality, onboarding timelines, and NPS feedback, giving the leadership team full operational visibility.

With these automations in place, VA Pros now delivers a high-touch staffing experience with very little manual coordination, blending people, process, and AI to place top-tier talent faster and more efficiently.

Client:

Margaret May

Projects:

Author Intake and Qualification Workflow, Lead Filtering by Book Stage And Niche, Automated CRM Tagging and Routing, Discovery Call Scheduling Automation, Client Onboarding Automation, Contract and Invoice Delivery Workflows, Milestone Checklist Automation, Welcome Video Delivery, Book Funnel Automation Templates, Landing Page Automation, Email Sequence Delivery, Free Chapter Download Workflows, Upsell Offer Automation (courses, Coaching, Etc.), AI-Generated Funnel Content, Author Voice Adaptation System, Project Management Task Routing, Editor and Designer Assignment Workflows, Progress Report Automation, Author Status Update Notifications, Testimonial and Review Collection Automation, Success Story Repurposing Workflows

Website:

www.wakeupwrite.com

Wake Up Write Publishing is a hybrid publishing company that helps authors write, launch, and market their books with a focus on personal growth and transformation. I was hired to implement automation systems that could manage lead generation, author onboarding, funnel delivery, and backend production, allowing the team to scale their impact without drowning in manual admin work.

We started by building an author intake and qualification workflow that filtered leads based on book stage (idea, draft, editing, launch), niche, and publishing goals. Qualified leads were automatically tagged, routed into the proper CRM pipelines, and booked for discovery calls via automated scheduling links.

For those accepted into the program, I created a client onboarding system that delivered contracts, invoices, milestone checklists, and welcome videos, all triggered instantly upon enrollment.

Next, we launched automated book funnel systems for each author, including landing pages, email sequences, free chapter downloads, and upsell offers (courses, speaking gigs, coaching). These campaigns were templated for quick deployment, with AI-generated content adapted to each author’s voice and topic.

On the backend, I developed project management automations to route tasks to editors, designers, and launch managers—based on project type and timeline. Status updates triggered automatic progress reports and author notifications.

We also added testimonial and review collection automations, ensuring authors’ success stories were captured, published, and reused in future marketing.

Thanks to these automations, Wake Up Write can now onboard new authors, launch books, and run multi-channel campaigns—without scaling headcount or losing personal touch.