Built and runningLead-to-Client System
My own GoHighLevel build. Leads get lost or mishandled when intake, discovery bookings, reminders and follow-up sit in separate places.
- Built
- CRM pipeline and tags, lead intake form, 15-minute discovery calendar, lead capture workflow, booking confirmation and reminders, cancellation and no-show workflow, proposal-to-onboarding workflow and dashboard.
- Evidence
- Full write-up on Notion.
Enquiry → intake form → discovery booking → reminders → cancel or no-show follow-up → proposal → onboarding
Read the full case study ↗Client workClient Lifecycle Management
Client delivery gets inconsistent when contracts, communication and onboarding depend on manual coordination.
- Approach
- An onboarding flow designed across GoHighLevel, Dubsado and HubSpot for a fast-growing service business.
- Why it matters
- Every new client gets the same clear start, so delivery stays consistent as volume grows.
- Evidence
- Full write-up on Notion.
Read the full case study ↗Client workEnrollment and Participant Tracking
Programme and participant records get hard to coordinate as numbers and reporting needs grow.
- Built
- An Airtable enrollment pipeline, a Google Apps Script follow-up system, and automated quarterly career-update forms.
- Aim
- Structured records, clearer tracking and repeatable follow-up.
- Evidence
- Walkthrough available on request.
Details shared on request, client name withheld
DeployedAutomated Job Research
Manual job research is repetitive and hard to keep up week after week.
- Built
- A Python job scraper that runs on a schedule through GitHub Actions.
- Shows
- Custom automation and problem-solving beyond no-code setups.
- Evidence
- Code on GitHub.
View the code on GitHub ↗
Client names are withheld unless a client has agreed to be named. Supporting work includes HubSpot, Asana and Fathom automations, a Google Sheets engagement tracker, and scheduling and financial tracking support.