Skip to content

Pipelines, portals and automations built around how you work.

Two focused services, plus the GoHighLevel operations work that keeps them running. Each one starts with your real process, not a template.

PineCRM sales pipeline board with deals across four stages
Consultants, agencies and sales teamsSales operations

Custom Sales Pipeline & CRM Systems

Replace scattered contacts and unclear next steps with a CRM pipeline built around how your business qualifies, proposes, follows up, and closes.

Outcome focus

  • Clear ownership of every opportunity
  • Stage-specific tasks and reminders
  • Visibility into stalled deals

Skills and tools

Custom CRM PipelinesLead RoutingTask Automation
CoachSpace client portal with upcoming session, calendar, program progress and messages
Coaches and program creatorsCoaching and education

Coaching App & Client Portal Development

Give clients one calm place for sessions, programs, messages and progress, so coaching feels like a premium experience instead of a pile of links and emails.

Outcome focus

  • One home for sessions, programs and messages
  • Visible program progress for every client
  • Fewer scheduling back-and-forths

Skills and tools

Client PortalsSession SchedulingProgress Tracking

GoHighLevel operations

Admin and operations work for teams running on GoHighLevel: structured workflows, consistent contact and pipeline data, and integrations that behave predictably.

What I bring

  • Workflow structure with clear trigger and condition reasoning
  • Contact and pipeline data consistency
  • Lead-routing and assignment logic
  • Integration troubleshooting
  • Documentation that makes setups repeatable
  • Testing and reporting

Advanced training track

I'm preparing to complete advanced GoHighLevel training and certification, including these standards:

SnapshotsSub-account setupWebhooks and integrationsA2P 10DLCDomain and email configurationDeliverability troubleshooting

What you get at handover

Working systems are only useful if your team can run and change them without me.

A mapped process

Journey maps, requirements, dependencies and a prioritized list of what to build first.

A tested build

Pipelines, automations and integrations checked against expected-versus-actual scenarios.

Documentation

SOPs, acceptance criteria, change notes and issue summaries for clean handoffs.

How an engagement runs

Six steps, each with something you can review before the next one starts.

1

Map

Follow the real journey: lifecycle stages, touchpoints and who owns each handoff.

2

Design

Set triggers, conditions, branches, timing and exit paths before anything is built.

3

Build

Configure the pipeline, automations and integrations with data quality in mind.

4

Test

Run scenarios and compare expected with actual behaviour, edge cases included.

5

Document

Hand over process maps, acceptance criteria and change notes your team can follow.

6

Optimize

Review the numbers, find the drop-off and adjust what the data points to.

Common questions

Not seeing yours? Send it through the contact page.

What does a CRM pipeline project include?

Mapping how you qualify, propose, follow up and close; designing stages, ownership, tasks and reminders; building and testing the pipeline; and documenting it so your team can maintain it.

Which tools do you work with?

GoHighLevel operations, MailerLite automation, Webflow builds with custom API and AI-assisted intake, and custom CRM pipelines. The process comes first, then the tool that fits it.

Can you fix a setup that is already messy?

Yes. I start with root-cause investigation and expected-versus-actual checks, triage the issues, then add preventive controls so the same problem does not return.

How do you document your work?

Process maps, requirements, acceptance criteria, change notes and issue summaries. Every change records what changed, why, how it was tested and how recurrence is prevented.

Do you build client portals for coaches?

Yes. Sessions, programs, messages and progress in one place, as in the CoachSpace build shown on the work page.

Have a pipeline that has lost its way? Let's map it.

Tell me where leads stall, what is still manual and who owns what. We will turn it into a system your team can run.

Start a project