CRM & Automation Specialist | ClickUp • GHL • Client Onboarding Systems

Managed and optimized billing workflows within telecom systems, ensuring accuracy, compliance, and operational efficiency. • Reduced billing errors through process improvement • Streamlined payment tracking systems • Improved reporting accuracy and reconciliation processes • Strengthened revenue tracking and financial workflow integrity Applied systems-thinking approach to improve operational efficiency and data reliability.

Designed and optimized CRM pipelines inside GoHighLevel for real estate investors, ensuring structured lead tracking and automated progression through each stage of the sales cycle. • Built automated lead qualification and follow-up workflows • Implemented trigger-based email & SMS sequences • Reduced manual admin work through workflow automation • Improved response time and lead conversion flow • Structured pipelines to increase visibility and deal consistency Focused on transforming manual lead handling into scalable, automated systems.

Supported senior leadership by structuring internal workflows, calendar systems, and operational processes to enhance executive productivity. • Built structured scheduling systems • Improved internal coordination workflows • Reduced scheduling conflicts and process delays • Created documentation for repeatable operations Transitioned traditional executive assistance into process-driven operational support.

Designed and implemented structured workflow systems in ClickUp to improve task visibility, team accountability, and operational efficiency for service-based businesses and agencies. • Built custom Spaces, Folders, and Lists based on business operations • Created automated task flows using ClickUp Automations • Designed client onboarding pipelines and SOP tracking systems • Implemented custom fields, statuses, and dashboards for performance tracking • Structured recurring task systems to reduce manual follow-ups • Integrated ClickUp with external tools (e.g., CRM, forms, meeting software) Focused on transforming disorganized task management into scalable, process-driven systems that improve execution and reduce operational bottlenecks.

Designed and implemented API-based integrations to connect CRMs, task management systems, and third-party applications for seamless data synchronization and workflow automation. • Connected GoHighLevel, ClickUp, and external platforms using APIs • Configured OAuth authentication for secure application access • Built automated data flows using Make.com and webhook triggers • Mapped and structured data fields between platforms • Reduced manual data entry through real-time system syncing • Implemented error handling and testing for reliable automation Focused on creating connected ecosystems where tools communicate automatically, eliminating redundant work and improving operational efficiency.