PORTFOLIO
The Systems Behind the Growth
I have delivered branding, web development, e-commerce marketing, & automation projects for clients in many industriesn each
project uses strategies focused on performance and measurable performance marketing results. From creating visual identities
to building scalable marketing funnels, My work shows innovation and quality.
CATEGORY
Conversion Funnels
From lead generation to appointment booking turn visitors into customers.
Codner: Multi-Funnel System
Complete Business Acquisition Sales Funnel System | VSL, Workshop Registration & High-Ticket Checkout
Gamal Codner (Justified Media, LLC) — a business acquisition coach teaching corporate professionals and entrepreneurs how to acquire cash-flowing businesses with little to no money down.
#VSL
#WebinarFunnels
#HighTicketSales
CloseVerify: B2B SAAS PRE-LAUNCH WAITLIST
Lead & Commission Tracking SaaS Waitlist | Automated Contractor Performance and Payout Platform
CloseVerify is a SaaS platform automating lead handoff visibility, commission tracking, and contractor performance scoring for lead-generation operators.
#GoHighLevel
#WaitlistAutomation
#TierPricingLock
SAVA Media: marketing SaaS agency
SaaS Client Onboarding & Pricing Funnel
Progress-tracked multi-step onboarding (visual step indicator), tiered SaaS pricing with clear value differentiation, structured asset collection replacing scattered email requests, voice-sample collection for AI agent training.
#GoHighLevel
#AgencySystem
#ClientIntake
F9 Services: Construction Estimating Lead Funnel System
Construction Estimating Lead Generation Funnel | Quiz-Based Qualification & Booking System
F9 Services — a veteran-operated, USA-based remote construction estimating and bidding support company, helping general contractors and subcontractors outsource material takeoffs and bid preparation.
#BookingFunnel
#B2BLeadGen
#ConstructionMarketing
Client stack capital and cut tax: WEBINAR UPSELL
Tax Strategy & Business Funding Bundle Upsell | Pre-Webinar Tripwire Offer for Entrepreneurs
A limited-time, pre-webinar tripwire bundle combining a tax-deduction guide and an unsecured business-funding system for $27.
#GoHighLevel
#OrderBump
#CountdownUrgency
SignPro: vehicle | facade | window signage company
Signage Company Website & Lead Funnel
Consistent multi-page template system (reused structure across 6 service pages = faster build, consistent UX), interactive before/after image slider, tagged/searchable portfolio grid, quote confirmation page with a clear "what happens next" timeline (Fast Review → Consultation → Design Mockup).
#WhiteLabelGHL
#ClientOnboarding
#PortfolioGrid
VisibilitySigns: B2B LOCAL SERVICE LEAD FUNNEL (SIGNAGE)
Business Signage Lead Gen Funnel | Custom Storefront Signs, Channel Letters & Vehicle Wraps
VisibilitySigns designs, builds, and installs custom high-converting business signage — channel letters, monument signs, awnings, and vehicle wraps.
#GoHighLevel
#FunnelBuilder
#QuoteRequestForm
Fatima Quran Academy: ONLINE EDUCATION FUNNEL
Online Quran Classes Funnel | Certified Male & Female Tutors with Free 3-Day Trial
Fatima Quran Academy offers 1-on-1 online Quran classes with certified male and female tutors for children and adults.
#GoHighLevel
FunnelBuilder
Follow-UpAutomation
#Trial-to-Paid ConversionFlow
ShowroomFresh Detailing: LOCAL SERVICE BUSINESS FUNNEL (AUTO)
Mobile Car Detailing Booking Funnel | Professional Auto Detail Service in 45 Minutes
A mobile and in-shop car detailing service promising a showroom-fresh result in 45 minutes for a first-time discounted rate.
#GoHighLevel
#TieredPricing
#FAQAccordion
ShowroomFresh VIP Club: SUBSCRIPTION / LOYALTY FUNNEL (AUTO)
Car Detailing Subscription & Loyalty Program | Monthly VIP Membership with Rewards Points
A monthly subscription and loyalty program upsell for repeat car-detailing customers, offering unlimited details and rewards points.
#GoHighLevel
#RecurringSubscription
#LoyaltyPointsTracking
Wavecast: PODCAST PRODUCTION
Podcast Editing & Production Agency | Done-For-You Podcast Launch, Editing & Distribution
Wavecast handles full-service podcast editing, publishing, and distribution so creators can focus purely on recording content.
#ChatWidget
#AppointmentSchedule
#Calendars
Academy Growth System: EDUCATION / COACHING FUnnel
Student Enrollment Automation Funnel | Lead Gen System for Tutoring Academies & Coaching Center
A B2B lead-gen funnel selling an automated enrollment system to tutoring academies and coaching centers.
#GoHighLevel
#WhatsAppAutomation
#CRMPipeline
MULTI-PAGE WEBINAR REGISTRATION FUNNEL (REAL ESTATE)
Property Investment Webinar Registration Funnel | Free Live Training with Replay & Course Upsell
A complete end-to-end webinar funnel for a property-investing training event, spanning registration, the live event room, and a post-webinar course upsell.
#GoHighLevel
#Webinar
#CourseCheckoutPage
WEBSITE Maison & Vale: LUXURY REAL ESTATE BROKERAGE
Private Luxury Real Estate Funnel | Off-Market Penthouses, Villas & Investment Properties
Maison & Vale is a private real estate brokerage curating luxury residences, penthouses, and beachfront estates for highnet-worth clients.
#GoHighLevel
#PropertyListingCards
#ConsultationForm
Lumière Events — Luxury Event Planning Conversion
High-Converting Event Planning Funnel | Cold Traffic to Booked Consultation
Turning first-time visitors into qualified event leads — without a single manual follow-up.
#AIChatWidget
#ColdTrafficConversion
#Calendars
Lumière Dining: FINE DINING RESTAURANT
Mediterranean Fine Dining Restaurant | Seasonal Menu, Reservations & Private Events
Lumière Dining is a Mediterranean fine-dining restaurant founded in 2010, known for sustainable sourcing and modern culinary craft.
#GoHighLevel
#AutoReservationForm
#MenuCategorization
ComfortPro HVAC: LOCAL SERVICE BUSINESS
Fast HVAC Repair Website | Same-Day AC & Heating Service with Financing Options
ComfortPro HVAC offers fast, same-day heating and cooling repair with flexible $0-down financing plans.
#GoHighLevel
#ReviewAggregation
#FinancingIntegration
Life Insurance: FINANCIAL SERVICES LEAD FUNNEL
Life Insurance Strategy Session Funnel | $39 Personalized Coverage Planning Session
A low-ticket ($39) life insurance strategy session designed to convert casual browsers into consultation bookings.
#GoHighLevel
#PaidSessionCheckout
#FAQAccordion
Logoipsum Fintech: SAAS PRE-LAUNCH waitlist LANDING PAGE
Fintech Payments App Waitlist Landing Page | AI-Powered Finance Dashboard Pre-Launch Funnel
A pre-launch waitlist page for an AI-powered payments and personal-finance dashboard app.
#GHLAutomation
#WaitlistCapture
#UIMockupDesign
Ironclad Restoration: DISASTER RESTORATION COMPANY
24/7 Emergency Disaster Restoration Website | Water, Fire, Mold & Biohazard Cleanup Services
Ironclad Restoration provides IICRC-certified emergency restoration for water damage, fire/smoke, mold, and biohazard cleanup across the Tri-State area.
#GoHighLevel
#ServicePackage
#BillingIntegration
ApexGrowth: B2B AGENCY
B2B Revenue Systems | Lead Generation, CRM & Marketing Automation for Scaling Teams
ApexGrowth is a B2B growth partner offering lead generation, CRM/pipeline architecture, and marketing automation for service businesses, agencies, and SaaS teams.
#GoHighLevel
#CRMAutomation
#DashboardIntegration
BrightSmile Dental: HEALTHCARE / DENTAL CLINIC
Dental Clinic Appointment Booking Funnel | Braces, Invisalign, Implants & General Dentistry
BrightSmile Dental is a multi-specialist dental practice offering braces, Invisalign, whitening, implants, root canals, and general dentistry.
#GoHighLevel
#AppointmentBooking
#IntakeFormAutomate
Glow-Up Beauty & Fashion Challenge: 5-DAY CHALLENGE FUNNEL (BEAUTY NICHE)
Beauty & Fashion Transformation Email Funnel
A free 5-day beauty and fashion challenge helping busy, budget-conscious women build confidence through daily style and skincare guidance
#GoHighLevel
#EmailNurturing
#Copywriting
ElevateFlow AI: B2B SALES AUTOMATION SAAS
LinkedIn B2B Sales Automation Platform | AI-Powered Lead Generation, Follow-Up & Appointment Booking
ElevateFlow AI turns LinkedIn outreach into an automated B2B sales machine using AI-powered lead generation and follow-up.
#GoHighLevel
#LinkedInAutomation
#AIVoice/ChatAgents
ProPlumb: LOCAL SERVICE BUSINESS
24/7 Emergency Plumbing Funnel | Local Plumber Lead Generation & Booking Site
ProPlumb is a local residential plumbing company offering emergency repairs, drain cleaning, water heater service, and pipe replacement.
#GoHighLevel
#FunnelBuilder
#CustomFields
FadeFlow Barbers: LOCAL SERVICE BUSINESS (GROOMING)
Barbershop Booking | Professional Haircut, Beard Grooming & Style Consultation Services
FadeFlow Barbers is a modern barbershop offering precision haircuts, beard grooming, and combo styling packages.
#GoHighLevel
#PortfolioModule
#OnlineBooking
Calander
Home calm builder: ONLINE COURSE FUNNEL (HOMEOPATHY)
Online Course for Parents | Learn Homeopathic Remedies for Common Childhood Illnesses
A self-paced online course teaching parents evidence-informed homeopathic remedies for common childhood conditions.
#PaymentPage
#CourseEnrollment
#EmailNurture
SummitGear: OUTDOOR GEAR E-COMMERCE
Outdoor Adventure Gear E-commerce | Premium Hiking, Camping & Apparel Online Store
SummitGear is an e-commerce store selling premium outdoor gear across footwear, navigation, camping, and apparel categories.
#GoHighLevel
#ProductsPages
#NewsletterAutomation
CLIENT ACQUISITION FUNNEL Apex Coaching: COACH / CONSULTANT
Premium Client Acquisition Funnel for Coaches & Consultants | Done-For-You Lead Booking System
A lead-generation funnel for Apex Coaching, selling a 'done-for-you' client acquisition system to coaches and consultants.
#GoHighLevel
#EmailAutomation
#SMSAutomation
5-DAY CHALLENGE FUNNEL (HOME SERVICES B2B): Plumber's Emergency Call Challenge
5-Day Emergency Call Challenge | Free Local Lead Generation Training for Plumbing Businesses
A B2B 5-day challenge teaching local plumbing businesses how to generate more emergency calls without more ad spend or staff.
#GoHighLevel
#Missed-CallText-Back
#AdCampaign
Zele Gym: FITNESS / GYM
Gym & Personal Training | Membership Signup and Class Booking Funnel
Zele is a fitness gym offering personal training, group classes, and body-transformation coaching programs.
#GoHighLevel
#MembershipPricing
#ClassBookingCalendar
Flowstack: SAAS PRODUCt
SaaS Workflow Automation Platform | All-in-One CRM, AI Insights & Team Collaboration Tool
Flowstack is a SaaS platform combining workflow automation, CRM management, and AI insights into a single connected workspace.
#GoHighLevel
#SaaSTrialSignup
#VideoEmbed
Redline Roofing: HOME SERVICES (STORM/INSURANCE NICHE)
Storm Damage Roofing Funnel | Roof Inspection & Insurance Claim Assistance for Homeowners
Redline Roofing is an Oklahoma storm-resilient roofing specialist offering free inspections and no-cost insurance claim assistance.
#GoHighLevel
#ScheduleAppoint
#SMSQuoteAutomation
Flow Agency: AUTOMATION AGENCY (GHL / AI)
GoHighLevel & AI Automation Agency | Done-For-You CRM, Chatbot & Voice Agent Systems
Flow Agency is a GoHighLevel and AI automation expert building CRM, chatbot, and voice-agent systems for other agencies.
#GoHighLevel
#WorkflowAutomation
#VoiceAgentIntegration
PsyAI: AI MENTAL WELLNESS APP LANDING PAGE
PsyAI | Emotionally-Led AI Mental Health Chat Landing Page with Guided CBT Techniques
The more emotionally-resonant PsyAI landing page, leaning into narrative and psychologyeducation content.
#GoHighLevel
#Long-FormNurture
#IllustratedAssetDesign
BlueLine Plumbing: LOCAL SERVICE BUSINESS
24/7 Emergency | Licensed Plumbing Services with Online Booking & Coupons
BlueLine Plumbing is a licensed, insured plumbing company offering 24/7 emergency service with online booking and seasonal coupons
#GoHighLevel
#OnlineBooking
#Coupon/OfferModule
Home Value Insights: REAL ESTATE VALUATION LEAD FUNNEL
Instant Home Value Estimate Funnel | Property Valuation Lead Generation for Real Estate Agents
A real estate lead-generation funnel that delivers an instant estimated home-value range in exchange for contact details.
#GoHighLevel
#Funnels
#ValueEstimateLogic
Spa de Cosmetique: MEDICAL SPA / AESTHETICS
Medi Spa Booking | Laser, Facial & Body Treatment Services in Lahore
Spa de Cosmetique is a Lahore-based medi spa combining medical aesthetics with traditional spa relaxation services, supervised by doctors
#GoHighLevel
#Multi-LocationListing
#Integration
Invest Smart Plots: REAL ESTATE INVESTMENT LEAD FUNNEL
Approved Plot Investment Lead Funnel | Real Estate Investment Qualification & Booking Form
A real estate investment funnel connecting serious buyers with legally approved, high-growth-potential land plots.
#GoHighLevel
#Multi-StepForm
#SMSCompliance
Legal Client Growth Challenge:5-DAY CHALLENGE FUNNEL
5-Day Legal Client Growth Challenge | Free Law Firm Lead Generation Training Funnel
A free 5-day email/video challenge teaching law firms how to generate qualified legal clients without paid ads.
#GoHighLevel
#EmailSequence
#Live+ReplayVideo
Maison Verde: FINE DINING RESTAURANT
Fine Dining Restauran | Reservations, Seasonal Menu & Chef's Signature Dishes
It is a fine-dining restaurant established in 2008, known for farm-direct ingredients and an intimate candlelit dining room.
#GoHighLevel
#ReservationForm
#MenuShowcase
CoolFlow HVAC: LOCAL SERVICE BUSINESS
Seasonal HVAC Discount Funnel | Free Inspection Booking for Heating, Cooling & Air Duct Services
CoolFlow HVAC provides heating, cooling, air duct cleaning, and 24/7 emergency HVAC repair for residential homes.
#GoHighLevel
#GoogleMapsEmbed
#FAQAccordion
PsyAI: AI MENTAL WELLNESS APP LANDING PAGE
PsyAI | Emotionally-Led AI Mental Health Chat Landing Page with Guided CBT Techniques
A rebranded, more emotionally-resonant version of the PsyAI landing page, leaning into narrative and psychologyeducation content.
#GoHighLevel
#LandingPage
#IllustratedAssetDesign
The St. Regis Downtown Dubai: LUXURY HOSPITALITY
Luxury Hotel Accommodations | Signature Suites, Fine Dining & Reservations in Downtown Dubai
A luxury accommodations and dining showcase page for The St. Regis Downtown Dubai, highlighting Signature Suites and on-site restaurants.
#GoHighLevel
#HotelBookingWidget
#PhotoGallery
Plan4Demand: Crafts & HANDMADE GIFTS
Luxury & Custom Handmade Gifts | Bespoke Bouquets, Scrapbooks & Styling
Plan4Demand crafts personalized handmade gifts and flower bouquets to custom scrapbooks and pop-up memory boxes.
#GoHighLevel
#OrderIntakeForm
#TestimonialCarousel
Sacred Umrah Journey: RELIGIOUS TRAVEL AGENCY FUNNEL
Umrah Travel Package Funnel | Complete Pilgrimage Booking with Accommodation, Visa & Guided Tours
A travel agency funnel offering complete, end-to-end Umrah pilgrimage packages including flights, hotels, visa processing, and scholar-guided tours.
#GoHighLevel
#ConsultBookingForm
#TestimonialCarousel
CATEGORY
Responsive Websites
I create professional & strong digital presence while connecting seamlessly with their marketing, CRM, and automation systems.
Discuss Your Project
A2P Compliance Website — Justified Media, LLC
A2P 10DLC Compliant Business Website for SMS Registration Approval
A standards-compliant business website built specifically to pass A2P/10DLC carrier verification for SMS messaging.
#GoHighLevel
#LegalPages
#SMSCompliance
TrueAuto Advisors: INDEPENDENT ADVISORY WEBSITE
Independent Auto Advisor |Car Repair Negotiation, Purchase Advisory & Pre-Purchase Inspection
TrueAuto is an independent advisory service helping consumers avoid overpaying on repairs, purchases, & dealership negotiations.
GoHighLevel
#ConsultationBooking
#FAQAccordion
The Box Collective: MULTI-PAGE SAAS WEBSITE
All-In-One Business Software Website | CRM, Funnels, Courses & AI Tools for Service Providers
The Box Collective is an all-in-one SaaS platform replacing 10+ disconnected tools for coaches, consultants, and educators — covering CRM, funnels, courses, and AI automation.
#GoHighLevel
#Multi-TierPricingPage
#Team/AboutModule
Wavecast: MULTI-PAGE AGENCY (PODCAST PRODUCTION)
Full-Service Podcast Production Agency Website | Editing, Publishing, Distribution & Booking Funnel
An expanded, full multi-page build for Wavecast (branded PodcastAgency), a full-service podcast production team handling editing, publishing, and distribution for 200+ active shows.
#GoHighLevel
#SchedulingWidget
#AutomatedBooking
Plan4Demand: MULTI-PAGE LUXURY EVENTS & HANDMADE GIFTS WEBSITE
Luxury Event Decoration & Custom Handmade Gifts Website | Bespoke Bouquets, Scrapbooks & Event Styling
Plan4Demand crafts personalized luxury events and handmade gifts — from event decor and flower bouquets to custom scrapbooks and pop-up memory boxes.
#GoHighLevel
#OrderIntakeForm
#CalanderBooking
Maison Verde: E-COMMERCE Website (FINE DINING / RESTAURANT DELIVERY)
Fine Dining Delivery E-Commerce Website | Restaurant-Grade Meals Ordered Online, Delivered to Your Table
A gourmet e-commerce variant of Maison Verde, letting fine-dining guests order restaurant-grade Pasta, Seafood, Dessert, and Vegan dishes for delivery instead of dining in
#GoHighLevel
#ProductCatalog
#DiscountPriceDisplay
CATEGORY
E-Commerce Store
From product presentation to customer journeys and follow-up automation, I build to simplify shopping and drive more sales.
Discuss Your Project
FreshFire Kitchen: E-COMMERCE STORE (FOOD & BEVERAGE / ONLINE ORDERING)
Online Ordering Restaurant Store | Fast Delivery Menu, Cart & Checkout
FreshFire Kitchen is a smashed-burger restaurant offering full online ordering with delivery in 20 minutes, spanning burgers, shakes, desserts, and combo deals.
#GoHighLevel
#ProductCatalog
#CheckoutAutomation
SnapshotStore (HighLevel Marketplace): E-COMMERCE STORE (DIGITAL PRODUCTS / SAAS TEMPLATES)
GHL Snapshot Marketplace | Pre-Built Funnels, Workflows & Automations for 40+ Business Niches
SnapshotStore is a digital marketplace selling pre-built GHL snapshots — complete funnels, workflows, and automations across 40+ business niches, from HVAC to dental to real estate.
#GoHighLevel
#ProductCatalog
#Stripe/CardCheckout
CATEGORY
Marketing Systems
Help businesses stay connected with their audience without relying on manual work.
Discuss Your Project
Email Marketing Management
Email Marketing | Workflow Campaigns Dashboard
Gives full operational transparency over a large automated-email program, making it easy to audit, maintain, and scale dozens of live sequences without confusion or duplicate builds.
Email Marketing Management
Email Marketing | Performance Analytics & Engagement Reporting
Turns raw email activity into a clear, actionable funnel pinpointing exactly where subscribers drop off so campaigns can be continuously optimized for higher open, click, and conversion rates.
SEO Blog Content
Published GoHighLevel Articles
Positions the brand as a genuine topical authority for GoHighLevel and CRM-automation search queries, compounding organic search traffic and inbound lead flow month over month
Social Media Planner & Content Management
Multi-Platform Brand Community Content
Strengthens brand authority and community trust simultaneously across three professional networks, driving both engagement and inbound interest from the GHL Savvy training audience.
Social Media Planner & Content Management
AI Automation Personal Brand Content
Builds consistent thought-leadership and top-of-funnel awareness for an AI-automation brand, turning social media into a steady, hands-off lead-generation and authority-building channel.
CATEGORY
CRM Systems
Centralize & organized contacts, conversations, opportunities, and customer data for smarter follow-up's & better visibility.
Discuss Your Project
Custom Fields Architecture
Enterprise Data Folder Structure
Keeps a large-scale CRM data model maintainable and scalable, preventing the field sprawl and duplication that plagues most growing GoHighLevel accounts.
Custom Fields Architecture
Business Data Capture System
Provides a reliable, protected data backbone that powers accurate personalization across every email, SMS, and document template in the account.
Custom Values Library
Reusable Business & Compliance Merge-Tag Library
Eliminates copy-paste errors and manual updates by centralizing every reusable business detail into one editable source that propagates instantly across forms, emails, and legal pages.
Contact Segmentation (Smart Lists)
Smart List | Purchased & Engaged Contact Segmentation
Turns a flat contact list into an instantly actionable segmentation engine, enabling precisely targeted follow-up campaigns to buyers, VIPs, and engaged-but-unconverted leads.
Compliance & Business Registration
Business Registration | Survey-Based Batch Enrollment & Compliance Data Hub
Creates a fully auditable, centralized record of every business-registration and cohort-enrollment touchpoint, directly supporting both compliance documentation and program-capacity planning
A2P Compliance & Business Registration
Phone System Trust Center (SMS & Voice Registration)
Guarantees maximum SMS deliverability and call answer rates by fully satisfying U.S. carrier compliance requirements. A critical, easily-overlooked foundation every other SMS/voice automation in this portfolio depends on.
Third-Party Integrations
Integration | Multi-Gateway Payment Setup's
Ensures maximum payment-conversion rates by supporting the widest possible range of customer payment preferences across global markets.
Third-Party Integrations
Integration | Marketplace App Connection (Zapier)
Bridges any gap between GoHighLevel's native automation and specialized external tools, enabling virtually unlimited workflow extensibility
Custom Form
Funnel & Website Lead Capture
Ensures every lead-capture point (funnel vs. website) has its own dedicated, trackable form rather than a single generic form muddying attribution.
Custom Form
Multi-Purpose Distinct Business Forms
Gives service and hospitality businesses ready-to-deploy forms for the most common lead-capture and booking use cases without building from scratch.
Custom Form
Podcast Agency Intake Suite (4 Forms)
Gives a niche media business a complete, purpose-built intake system that separates leads, bookings, and onboarding into clean, trackable data streams.
Calendar & Scheduling Infrastructure
Personal Strategy Session Calendars
Gives niche service businesses (podcast/media consulting) a clean, dedicated booking flow separate from general sales calendars.
Calendar & Scheduling Infrastructure
Enrollment & Multi-Team Booking (9 Calendars)
Gives a multi-client agency a single, organized scheduling command center that scales cleanly from 1-on-1 sales calls to full group workshops.
Calendar & Scheduling Infrastructure
Round-Robin Service Booking Set
Ensures fair, automatic distribution of client bookings across the team without manual assignment or scheduling conflicts
Product Catalogs & E-Commerce
Digital Snapshot Marketplace (66 Products)
Represents a genuinely scaled digital-product business built entirely on GHL's native Payments infrastructure, generating recurring passive revenue from template sales.
Product Catalogs & E-Commerce
Paid Event Ticketing (Workshop Ticket)
Powers a complete, automated event-ticket sales system with built-in tier differentiation for maximizing per-attendee revenue.
Product Catalogs & E-Commerce
Restaurant & Food Ordering Menu (26 Products)
Turns GoHighLevel into a full online ordering system for a restaurant, eliminating the need for a separate third-party food-ordering platform.
CATEGORY
Pipeline & Opportunities
Clear sales processes designed to move opportunities forward & track prospects from the first interaction to conversion.
Discuss Your Project
F9 Services: Multi-Channel Lead Source Pipeline System
Multi-Channel Construction Lead Pipeline System | Source-Segmented CRM for Google Ads, Meta Ads, Trade Shows & LinkedIn
F9 Services, the veteran-operated construction estimating and bidding support company, generates leads across 7+ different channels. A master contact list, trade shows, Google Ads, Meta Ads, LinkedIn, and niche industry campaigns, each requiring its own pipeline to track outreach cadence and attribution accurately.
Plan4Demand CRM PIPELINE: SERVICE FULFILLMENT JOURNEY
Client Journey CRM Pipeline for Custom Events & Gifts | Lead-to-Delivery Tracking with Custom Stage Colors
Plan4Demand, the luxury events and handmade-gifts business, needed a single CRM pipeline mirroring its entire client journey from first inquiry through custom design, event delivery, and testimonial collection.
Codner: CRM PIPELINE ARCHITECt (MULTI-FUNNEL BUSINESS)
Multi-Pipeline GHL CRM Build | Employment, Marketing, Webinar Sales & Workshop Ticketing Pipelines
Codner is a multi-offer business running parallel employment application, general marketing, VSL webinar sales, and live workshop funnels — needing one CRM to structure every lead type without stages bleeding into each other.
Podcast Agency: CRM OPPORTUNITY MANAGEMENT
Podcast Agency Live Opportunity Tracking | Lead-to-Client with Source Attribution
The live opportunity board running on top of the podcast agency's Lead to Client pipeline, tracking real inbound leads as they move from first contact toward a booked strategy call.
Codner: POST-PURCHASE FULFILLMENT
Workshop-to-Enrollment Opportunity Tracking | For Live Workshop Attendance
A live, 156-opportunity Kanban board tracking every workshop buyer's journey from checkout through actual class attendance for Codner's live workshop offer.
CATEGORY
WorkFlows
From lead capture and appointment reminders to nurturing and reactivation, turn repetitive processes into seamless systems.
Discuss Your Project
Lead Capture & First-Response Automation
Auto Missed Call Text-Back
Recovers phone leads that would otherwise go cold, boosting call-to-booking conversion for service businesses.
Lead Capture & First-Response Automation
IG DM Lead
Turns Instagram engagement into structured, trackable pipeline leads with zero manual DM follow-up
Lead Capture & First-Response Automation
Meta - Estimating Efficiency Fb Lead
Closes the gap between Facebook ad spend and sales follow-up, protecting cost-per-lead ROI.
Lead Capture & First-Response Automation
High Intent Intake > Send Notifications + Routing
Combines instant lead response with clean paid-traffic attribution for smarter ad-spend decisions.
Lead Capture & First-Response Automation
Legal service booking
Ensures every legal intake is claimed and contacted fast, improving case-evaluation show-up and conversion rates.
Appointment & Booking Automation
VSL MC Showed
Recaptures class attendees who didn't buy immediately, extending the sales window without manual outreach.
Appointment & Booking Automation
VSL MC Appt Canceled
Turns calendar cancellations into rebooking opportunities instead of silent pipeline leakage.
Appointment & Booking Automation
VSL MC No Show
Systematically recovers a meaningful percentage of no-shows without manual follow-up calls.
Appointment & Booking Automation
VSL MC - Appointment Confirmation + Reminder
Drives maximum attendance for high-value webinar/masterclass appointments through relentless multi-channel reminders.
Appointment & Booking Automation
Efficiency Audit Appointment Booked
Keeps multi-channel appointment bookings accurately reflected in the sales pipeline with no duplicate records.
Appointment & Booking Automation
Appointment Reminders - Insight Calendar
Minimizes no-shows for consultation calls through a structured, fully automated reminder cadence.
Appointment & Booking Automation
Appointment Reminder:Outreach Insight Calendar
Preserves attribution between outreach campaigns and booked calls while maintaining strong show-up rates.
Lead Nurture & Drip Campaigns
Initial Nurture When New Lead Fills Out Opt-in
Converts fresh opt-ins into booked calls with a business-hours-respecting, non-spammy nudge sequence
Lead Nurture & Drip Campaigns
7 Email | 21 Day Nurture Sequence
Keeps new leads engaged over a 3-week window, increasing the odds of conversion before interest fades.
Lead Nurture & Drip Campaigns
Webinar Registration Automation
A glightweight, reusable webinar reminder template that keeps registrants engaged through event day.
Lead Nurture & Drip Campaigns
30 Day New Lead Workflow
Sustains engagement with cold Facebook leads long enough to convert slower-moving prospects.
Lead Nurture & Drip Campaigns
Emails Jan-June
Automates an entire half-year of seasonal, date-specific promotional emails from one master workflow
Lead Nurture & Drip Campaigns
SEO Email 1 & 2
Provides a fast, low-friction first touch that primes SEO leads for the deeper nurture sequences that follow.
Lead Nurture & Drip Campaigns
Additional Leads: Acquisition By Masterclass
Maximizes masterclass turnout by nurturing non-buyers on a precise countdown without spamming existing ticket holders.
Lead Nurture & Drip Campaigns
Email Nurture Leading To Workshop
Builds anticipation and perceived value ahead of a paid workshop, increasing registration-to-attendance conversion
Pipeline-Triggered Follow-Up Sequences
Lead moved to Phone call 1 stage
Sustains sales momentum on longer, higher-ticket sales cycles where a single follow-up isn't enough to close.
Pipeline-Triggered Follow-Up Sequences
Remove from 18 part drip sequence
Keeps automated messaging relevant by instantly stopping outdated drips once a lead's status changes.
Lead Qualification & Survey Automation
Survey Completed Stage
Adds a redundant internal-alert layer so no completed survey ever goes unnoticed by the sales team.
Lead Qualification & Survey Automation
Disqualified Survey Submitted
Prevents sales reps from wasting time on unqualified leads while preserving clean reporting data.
Lead Qualification & Survey Automation
Estimating Efficiency Audit Quiz submitted
Isolates Google Ads-driven quiz leads for accurate ROI tracking while still responding instantly.
Lead Qualification & Survey Automation
Meta - Estimating Efficiency Audit Quiz submitted
Gives clean, channel-specific attribution and response for Meta-sourced quiz submissions.
Lead Qualification & Survey Automation
Registration Form Submit
Keeps multi-step funnels modular and easy to maintain by isolating registration logic into its own workflow.
Sales Pipeline & CRM Response Automation
Sales Primary Workflow
Core engine of the sales funnel ensures every lead is engaged with the right message at the right moment based on real reply behavior.
Sales Pipeline & CRM Response Automation
SMS Drop 2
Maximizes SMS reply capture by giving cold leads a genuine second touch before marking them unresponsive
Sales Pipeline & CRM Response Automation
Alert Workflow When Lead is Responsive
Guarantees the sales team is alerted within moments of any lead reply, anywhere in the funnel.
Sales Pipeline & CRM Response Automation
Dead Lead Pipeline Stage Update
Keeps the sales pipeline clean and forecast-accurate by automatically retiring cold opportunities.
Sales Pipeline & CRM Response Automation
Follow Up SMS
Automatically routes SMS replies by sentiment, so hot 'yes' replies get fast-tracked without manual reading.
Sales Pipeline & CRM Response Automation
SEO Campaign Hot Leads
Filters noisy SEO campaign engagement down to genuinely hot leads worth an immediate sales call.
Sales Pipeline & CRM Response Automation
Strategy call done
Closes the loop on post-sales-call follow-up, ensuring every prospect actually receives their proposal.
AI & Intent-Based Automation
AI Interest Update > Add Tag
Lets AI do the heavy lifting of lead-intent classification, so sales and marketing can target each segment precisely.
AI & Intent-Based Automation
Sell With Bot
Powers a true omnichannel AI sales conversation across every major social and messaging channel from one workflow.
SEO Campaign Automation
SEO (if they click on link but didn't buy)
Converts passive link clicks into a relevant next-step email, recovering interest before it fades
SEO Campaign Automation
SEO Offer Purchased + Onboarding Email
Automates purchase confirmation and clean tier segmentation across an entire multi-tier product line.
Segmentation & Tagging Automation
Town Batch
Keeps cohort-based program data cleanly segmented and exportable for offline reporting.
Segmentation & Tagging Automation
Lead Source Tags
Establishes clean, automatic first-touch attribution across every marketing channel from day one.
Segmentation & Tagging Automation
Apply Tags 2
Gives precise, automated visibility into where each prospect sits in the workshop-to-enrollment journey.
Segmentation & Tagging Automation
Apply Tags
Eliminates manual tagging errors by keeping every contact's tag set perfectly aligned to their real pipeline stage
Compliance & Deliverability Protection
SMS Error - Enable DND
Prevents wasted SMS spend and carrier flagging by auto-silencing numbers with delivery failures.
Compliance & Deliverability Protection
Reply Stop to SMS
Ensures immediate, regulation-compliant honoring of 'STOP' and similar SMS opt-out replies.
Compliance & Deliverability Protection
FB SPAM BLOCK
Filters out spam/bot replies on Facebook automatically, keeping the inbox and automation triggers clean.
Compliance & Deliverability Protection
Unsub Email (Enable DND)
Guarantees instant, reliable honoring of email opt-out requests for CAN-SPAM/GDPR-style compliance.
Compliance & Deliverability Protection
Clicked Email
Turns raw email-click data into actionable pipeline movement and lead-scoring signals.
Compliance & Deliverability Protection
Email Error - Enable DND
Protects domain and sender reputation by automatically silencing problematic email addresses.
E-commerce & Event Ticketing Automation
VIP Workshop Ticket
Guarantees VIP purchases are accurately reflected in the CRM for premium-tier fulfillment and follow-up
E-commerce & Event Ticketing Automation
Workshop Ticket Purchase
Closes the loop between ad spend and ticket sales via server-side conversion tracking, while confirming every purchase instantly.
E-commerce & Event Ticketing Automation
Abandoned Cart Flow
Recovers a meaningful share of abandoned checkouts automatically, directly increasing completed sales.
Client Engagement & Retention Automation
Milestone Tracking - Learning Check-Ins
Keeps learners engaged and gives the team visibility into who's progressing versus who's falling behind.
Client Engagement & Retention Automation
Membership
Removes friction from the membership onboarding moment, getting new members activated instantly.
Client Engagement & Retention Automation
Birthday Reminder
Adds a human, relationship-building touch to client retention without relying on the team to remember dates manually.
CATEGORY
AI Automations
AI into business workflows to handle conversations, qualify leads, answer questions, trigger actions, and support customers, while reducing manual workload.
Discuss Your Project
AI-Powered Chat Widgets
Craft & Event Business ('Plan4Demand')
Closes the customer-service loop completely, capturing satisfaction feedback and providing a clear urgent-contact path even after the chat officially ends.
AI-Powered Chat Widgets
Podcast Agency Live Chat ('Podcast live chat')
Recovers after-hours website traffic by converting 'we're offline' moments into booked strategy calls instead of abandoned conversations.
AI-Powered Chat Widgets
AI Sales Bot ('Sell Bot Chat bot')
Every chat conversation yields complete contact information up front, maximizing the lead-capture rate of every website visit.
AI-Powered Chat Widgets
Instagram Lead Capture ('Chat Widget - ig')
Turns casual Instagram engagement into structured, contact-complete leads ready for immediate sales follow-up.
AI Voice Call Agents
Live Call Handling Demonstration
Gives clients concrete, real-world proof of AI voice-call quality and reliability before committing to a live deployment, reducing pre-launch uncertainty.
AI Voice Call Agents
Podcast Agency Customer Support
Handles inbound customer support calls autonomously around the clock, capturing complete lead data and booking appointments without a single missed or mishandled call.
Multi-Channel Conversation AI Agents
Podcast Agency Service Center
Gives the business an instantly deployable support-capacity reserve, ready to activate the moment conversation volume requires a second autonomous agent.
Multi-Channel Conversation AI Agents
RV Match Assistant
Automates lead qualification for an RV marketplace over SMS -- the channel with the highest response rates for this audience -- while ongoing monitoring keeps the agent reliable.
Multi-Channel Conversation AI Agents
Plan4Demand Crafts
Gives Plan4Demand a fully autonomous, always-on customer conversation layer across its top social channels, answering common questions instantly without staffing a live-chat team.
Innovation
Fresh, creative solutions.
Integrity
Honesty and transparency.
Excellence
Top-notch services.
AI Automation & CRM Specialist. I build complete GoHighLevel systems — funnels,
CRM, workflows and
AI automations
that turn leads into organized, nurtured, conversion-ready customers.
SERVICES
INDUSTRIES
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