Projects

The problem, what I did, and what changed for the business. Pick a project below.

Gohighlevel Expert

Gohighlevel Full Account Setup

The problem

The client needed a central system to manage contacts, capture leads, schedule appointments, and follow up with potential customers. Their marketing and business processes needed to be organized in one place.

What I did

I set up the GoHighLevel account from scratch, configured the CRM, created contact fields and pipelines, built forms and landing pages, connected the required integrations, and set up automated workflows for lead follow-up and appointment booking. I also configured email settings and other essential account features to support smooth business operations.

The result

The client gained a centralized system to manage contacts, track leads, schedule appointments, and automate follow-ups. This reduced manual work, improved lead management, and created a more organized process for handling customers from their first inquiry to booking.

See the post on LinkedIn

The AI receptionist set up in the GoHighLevel account

A lead follow up workflow built in GoHighLevel

An appointment booking workflow in GoHighLevel

Another automated workflow in GoHighLevel

Book a free strategy call Next: Marketing Strategy →

Project Contributor

Marketing Strategy

A Capstone project for Stedi GTM Strategy

The problem

Stedi needed a clear go-to-market content plan to introduce its unified wealth wallet, educate its target audience, build trust, and create awareness ahead of launch. The content needed to be organized across multiple platforms to deliver a consistent message.

What I did

I created a one-month content calendar in Notion to guide Stedi's launch content across X (Twitter), LinkedIn, Instagram, and the company blog. I organized the content around key stages, including awareness, education, authority, trust, product promotion, community building, and conversion. I also aligned the content with each platform's role and the needs of Stedi's target audience.

The result

Stedi had a structured, month-long content plan to guide its launch communication across four channels. The calendar provided a clear publishing direction, kept content aligned with the GTM strategy, and established a framework for building brand awareness, educating potential users, and supporting waitlist growth.

The Stedi launch content calendar in Notion

The Stedi launch content calendar in Notion, second view

Book a free strategy call Next: Administrative Assistant →

Virtual Assistant

Administrative Assistant

The problem

The client needed support with daily business operations, client communication, appointment scheduling, data management, and administrative tasks. These activities required proper organization to keep information updated and ensure tasks were handled on time.

What I did

I supported daily operations by managing client information, updating CRM records, handling appointment scheduling, organizing data, assisting with client onboarding, and managing follow-ups and notifications. I also helped document processes and organize tasks to make daily operations easier to manage.

The result

The client had better-organized records, smoother appointment scheduling, and a more structured process for managing client information and daily tasks. This helped reduce manual administrative work and supported more efficient business operations.

Book a free strategy call Next: Workflow Automation →

Automation Specialist

Workflow Automation

The problem

The business needed to connect different tools and reduce repetitive manual tasks. Moving information between platforms and handling routine processes manually could lead to delays, errors, and missed follow-ups.

What I did

I designed and built automated workflows using Zapier and n8n to connect applications, transfer data, and automate repetitive tasks. I configured triggers, actions, and workflow logic to ensure information moved between systems and tasks were handled based on specific conditions.

The result

The workflows helped reduce manual data entry, improve information flow between connected applications, and create more consistent business processes. This gave the business a more organized way to manage repetitive tasks and improve operational efficiency.

Book a free strategy call Next: Email Automation →

Email Marketing Specialist

Email Automation

The problem

The business needed a structured way to communicate with leads and customers through email. Without a clear follow-up process, it could be difficult to send the right messages at the right time and guide customers through their journey.

What I did

I set up automated email sequences based on the customer journey in Klaviyo. I organized the emails to deliver relevant information at each stage, configured workflow triggers, and set up follow-up messages to support lead nurturing and customer communication.

The result

The business gained a more organized email communication process, with automated messages helping to nurture leads and maintain consistent follow-ups. This reduced the need for manual email sending and created a structured way to guide contacts through the customer journey.

Book a free strategy call Next: Gohighlevel Full Account Setup →

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