Systems I've built, and what they fixed.

Emergency calls were coming in at all hours and going to voicemail. No system tracked which lead came from where, and follow-up depended on whoever remembered to call back.

A full CRM in GoHighLevel with nine automated workflows covering intake, qualification, estimate follow-up, and job completion. Added a Voice AI receptionist to answer after-hours calls and book directly into the calendar. Every booking generated its own reschedule link, so clients could move an appointment without calling the office. Also handled A2P brand registration for compliant SMS, including resolving a rejection caused by an EIN and address mismatch.

Leads came from several sources and got handled inconsistently. Discovery calls were booked manually, and no-shows were not being recovered.

A ten-workflow client acquisition system, from first touch through booked call and post-call follow-up. Included an AI assistant that handles first-response conversations with strict guardrails on what it can and cannot say, so it never oversteps into advice or pricing it is not authorised to give.

Policies were tracked in a spreadsheet. Renewals were being missed and there was no clear view of where any given prospect sat in the process.

A six-stage pipeline with seven workflows, including a renewal cycle that reactivates policyholders ahead of their date and a central exit workflow that cleanly removes a contact from all active sequences when they convert or opt out. That last piece matters more than it sounds: without it, clients receive contradictory messages from two sequences at once.

Bookings lived in a separate scheduling tool that did not talk to the CRM, so reminders and follow-ups were manual.

Connected the existing booking platform to GoHighLevel through Zapier so every appointment created and updated a CRM record automatically. Built four workflows for confirmations, reminders, no-show recovery, and rebooking prompts. Took the business through A2P 10DLC approval for compliant text messaging, and resolved a subdomain DNS issue so the booking pages loaded on their own domain.

A partially built system with gaps nobody had mapped, and a need to reach prospective students on WhatsApp rather than SMS.

Ran a full QA pass on the existing build and produced a written checklist of every gap and fix. Wrote WhatsApp Business API message templates that meet Meta's approval requirements, then specced and built a nurture and re-engagement sequence for enquiries that go cold before enrolment.

A meaningful share of applicants preferred Spanish, but every automated message went out in English only.

A bilingual CRM where language preference is captured at intake and routes the contact into the matching sequence for the rest of the lifecycle. English and Spanish contacts receive the same follow-up quality without the loan officer switching anything manually.