Enquiries sit in an inbox
Someone fills in the form at 7pm and gets called back two days later, by which point they are already talking to whoever answered first.
CRM, automation and AI systems
I build the systems a business actually runs on.
Most businesses do not lose money because the marketing is wrong. They lose it in the gap between an enquiry arriving and somebody acting on it. I close that gap, then document what I built so your team can run it without me.
1,600Contacts migrated between CRMs with their history intact
153Inherited workflows audited, 11 real problems found
2 to 3Customers saved every week by one retention automation
24/7Calls answered and enquiries followed up outside office hours
01
Any of this sound familiar?
The expensive problems rarely announce themselves. Nothing errors. Nothing goes red. The money just quietly stops arriving. These are the ones I find most often.
The automation says it worked
Green ticks everywhere and nothing actually happening. A success message is not proof that anything ran.
You edit the template, nothing changes
Some platforms send a copy, so the version being edited is not the version going out. People lose weeks to this one.
Missed calls just vanish
No text back, no follow up, no record. For a phone heavy business this is usually the single most expensive leak in the building.
Someone gets chased after they have already spoken to you
Automated follow up firing at a person who had a real conversation yesterday. It reads careless, because it is.
Nobody knows what half the workflows do
An account inherited from a previous agency, full of things nobody can identify, and one of them is quietly holding up your booking or your billing.
Every one of those is something I have found in a real account and fixed.
02
What I build
CRM builds
GoHighLevel end to end. Pipelines, calendars, forms, funnels and the follow up that actually gets someone called back. Migrations off other platforms with the history intact.
Automation
n8n and webhooks joining the tools you already pay for. Built so one broken step never silently drops a customer, and so running it twice never creates the work twice.
AI that earns its place
Voice AI answering after hours, chat across web and social, and agents for the jobs that repeat. Human approval built in as a gate rather than a suggestion.
Audits and rescues
Inherited an account nobody understands, or something that broke and nobody knows when? I find what is actually wrong and rank it by what it is costing you.
03
Selected work
Full CRM build
An Australian finance business, still running it today
Moved roughly 1,600 contacts and 1,000 deals off HubSpot with the notes and tasks landing on the right records. Built the pipelines, the calendars and the whole follow up set: instant acknowledgement, quote chasing, missed call text back, reactivation, reviews and referrals.
Meta lead ads feed straight in, four websites push their forms in, and Xero syncs both ways so a deal flips to Won the moment the invoice is paid. Voice AI covers the calls that come in after hours and a chat bot covers web, SMS and social.
Regulated industry, so it was built inside the compliance rules rather
than around them. Nobody re keys anything between systems.
Retention automation
Turning cancellations into saves
A software business was losing every single customer who clicked cancel. Nobody caught them, nobody called, nobody offered them anything.
I built the flow that catches the cancellation, reaches the customer while it still matters, and routes them to a retention offer.
Before it existed, nobody was saved. It now recovers two to three
customers every week.
Audit and rescue
153 workflows nobody could explain
An account inherited from a previous agency, carrying 153 workflows from an old snapshot with no record of what any of them did. I went through all of it and came back with 11 findings, each ranked by what it was costing and paired with the fix.
That included the configuration fault that had silently killed their
booking funnel. It had been showing no available times and saying nothing about it.
Migration
Moving a domain without killing the email
A business moving off WordPress had no mail record of its own, so their email was quietly depending on the exact record the migration was about to change. Nothing in the plan mentioned email at all.
I checked it four separate ways, stopped the cutover, and only restarted
once it was resolved. Their old admin stayed reachable throughout.
Product build
A safety critical telehealth platform
Identity data sits in a physically separate database with its own credentials, and the application is wired so no other part of it can reach in and query it. Human approval is a state the work has to pass through, so nothing reaches a client until a person releases it, and a crisis check runs before any payment is taken.
Proven end to end with an integration test suite. Built and running,
with deployment as the next phase.
04
How I work
Nothing here is unusual. It is just the difference between a build that holds and one that quietly falls over in month three.
Audit before building
I assume the thing already half exists somewhere in your account, because it usually does. Finding it first is cheaper than building it twice.
Back up before changing
A copy of the current state before anything is touched, so every change can be put back exactly as it was.
Test the real thing
An actual run all the way through, not a green tick. Then the test data gets cleared out so it never pollutes your reporting.
Document and hand over
Written guides your team can follow without me. A system nobody else can run is not finished, it is a dependency.
05
Where I have worked
CRM and Automation Engineer
EquipU, Australia
Built and still support the full GoHighLevel system, the HubSpot migration, every automation in it, and the reporting the team runs on.
Automation and Operations Specialist
BookBrush
Built the churn save automation that took saved cancellations from none to two or three a week. Also ran social posting and content ideation.
Automation Specialist
Top1ops, real estate
Lead routing that gets every enquiry to the right person without anyone sorting a list by hand.
Automation Specialist
One Dash
Outbound lead pipeline from Instantly into GoHighLevel, with the nurture that carries a lead through to a sale.
What happens in your first five minutes?
After someone fills in your form. If the honest answer is that it sits in an inbox until somebody notices, that is usually the most expensive problem in the business and the cheapest one to fix. Tell me what you are working with and I will tell you straight whether I can help.