The gap between your CRM, your calendar, your inbox, and your invoices is not a hiring problem. It is a workflow problem. I build the connective tissue so the right data lands in the right system the moment it arrives, and nobody retypes anything.
The problems it kills
- Leads sitting unrouted. Portal, form, and ad leads hit the right person or sequence in seconds.
- Follow-ups living in someone's head. Day 1 / 3 / 7 chase sequences fire automatically and stop when the lead books or replies.
- Documents retyped by hand. Invoices, POs, and forms get extracted, validated, and filed.
- No owner visibility. A daily or weekly digest of what moved, what failed, and what needs a human.
What you get
- Named workflow packs: lead follow-up and booking, document and invoice processor, CRM sync and pipelines, owner digest and reporting
- Self-hosted n8n or GoHighLevel workflows, or custom code where it earns its keep
- CRM setup: pipelines, tags, lists, stages, and follow-up sequences
- Calendar booking with confirm and reminder SMS, no-show recovery
- Failure alerts, retries, and a run log so nothing dies silently
- Handover runbook your team can actually read
How it works
- Map the handoffs. We list every place a human moves data between systems and rank by hours lost.
- Automate the top leaks first. One workflow live in the first week, not a six-week black box.
- Wire alerts and logging. You see failures before your customers do.
- Hand over with a runbook. Your team owns it; I stay available for changes under a scoped arrangement.
Where it connects
Automation is the plumbing under chatbots and voice. Stack reasoning: n8n vs Make vs custom and where AI saves ops hours first.
