Automation Architect
Platform Connectivity Expert
Digital Funnel Strategist
Streamlining workflows, connecting systems, and building solutions.
As a seasoned virtual assistant and automation specialist with 5+ years of experience, I help businesses thrive through innovative solutions. My mastery of GoHighLevel, Zapier, and web development enables seamless integrations, optimized workflows, and user-friendly experiences. Leveraging my coding expertise, I analyze, streamline, and automate processes to drive growth and efficiency.
More thing about ME
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KEY SKILLS
This section outlines my technical expertise and professional proficiencies that enables me to streamline processes, automate workflows, and optimize systems, showcasing a commitment to delivering effective and efficient solutions.
Process Automation
Designing and implementing workflows using tools like Zapier, GoHighLevel, and Monday.com to improve operational efficiency.
API Integration
Leveraging APIs for seamless communication between different software platforms.
Database Management
Expertise in structuring and managing databases for optimized data handling and retrieval.
Scripting and Programming
Writing custom scripts to automate repetitive tasks and solve unique client challenges.
System Optimization
Enhancing the efficiency and reliability of backend processes for better performance.
Data Analysis and Manipulation
Utilizing programming to analyze, transform, and visualize data for actionable insights.
Troubleshooting and Debugging
Diagnosing and resolving technical issues in software systems or automated workflows.
Custom Workflow Design
Creating tailored automation systems that align with specific business needs.
Technical Documentation
Producing clear, comprehensive documentation for automated processes and software integrations.
AUTOMATIONS
Smart Lead Assignment & Follow-Up Workflow
Problem: Leads were coming in without proper categorization or assignment, causing delays and missed follow-ups.
Solution: Built an automation using GoHighLevel that tags and categorizes each lead, assigns them to a loan officer via round-robin, and enrolls them in a follow-up campaign with instant notifications.
Outcome: Improved response time, lead engagement, and conversion by ensuring every lead is quickly and correctly managed.
Warm Lead Conversion Nurture Workflow
Problem: Leads tagged as warm often don't receive timely follow-ups, causing interest to drop and reducing appointment bookings.
Solution: A structured workflow that immediately engages warm leads through a sequence of SMS, emails, and intelligent branching (based on actions like email opens and appointment booking) to maximize conversion.
Outcome: Leads stay actively nurtured without overwhelming the team, improving lead-to-appointment rates and ensuring no opportunity is missed.
Automated Share Tracker & File Manager
Problem: Manually tracking form submissions, locating files, and updating share trackers is time-consuming and prone to human error.
Solution: An automated Zapier workflow that pulls new form responses, finds the necessary files in Google Drive, categorizes the data based on share values (positive or negative), and updates the correct Google Sheets tracker—all without manual intervention.
Outcome: Faster, error-free document handling and real-time data updates for share tracking, giving teams more time to focus on decision-making instead of tedious admin tasks.
FUNNEL BUILDS
Precision in action. Simplicity in automation. Excellence in every connection.
