CRM Automation Build
Structured a GoHighLevel account from the ground up — contact fields, tags, pipeline stages and opportunity management — then layered workflow automation over it so new leads are routed, assigned and followed up on entry.
Working with LofiStack since June 2024, I connect funnels, CRM, workflows and paid traffic into one system — so leads are captured, organised and followed up automatically instead of slipping through the cracks.
I'm an Automation and Digital Marketing specialist with hands-on experience since June 2024, working with LofiStack on real business projects across CRM systems, GoHighLevel, sales funnels, lead generation, workflow automation, paid advertising and digital marketing.
Through that work I've developed practical knowledge of how businesses actually use automation to capture leads, organise customer data, nurture prospects, book appointments and improve conversions. Most businesses don't have a tools problem — they have a connection problem. Ads run in one place, forms collect leads somewhere else, and follow-up depends on someone remembering to do it.
My focus is on joining those pieces into a single path: Traffic → Funnel → Lead Capture → CRM → Automation → Lead Nurturing → Appointment → Conversion — so nothing depends on manual effort and no lead goes cold by accident.
These bars show how my working time is distributed across disciplines — not a performance claim.
Tap a card to bring it forward. Each one works on its own, but they're designed to run as a single connected pipeline.
A properly structured GoHighLevel account so leads land in the right place, get tagged, and get followed up without anyone doing it manually.
Landing pages and opt-in funnels built around one action — with forms wired straight into the CRM and the automation behind them.
Campaigns built to feed a system, not just generate impressions — traffic connected directly to funnels, CRM and follow-up.
The layer that keeps prospects moving — automatic contact creation, qualification, nurture sequences and re-engagement.
This is the workflow every build follows. Each stage hands off to the next automatically — no manual exports, no forgotten follow-ups.
I work with Meta API and Conversion API integrations to connect lead-generation campaigns with automated workflows — so leads captured on a platform are synced, processed and followed up inside the CRM instead of sitting in an ad account waiting to be downloaded.
Meta lead ads connected through API or integration so contacts arrive in the CRM automatically.
Conversion API setup so key actions are reported back for cleaner campaign data.
On-site chat widget for instant response and capture.
Facebook Messenger conversations, automated.
DM automation and lead qualification.
Automated replies and enquiry handling.
Most enquiries arrive outside working hours. Chatbots let a business respond immediately, answer common questions, qualify the prospect and pass a real lead into the CRM — instead of losing them to whoever replied first.
Automation only works if there's traffic and content feeding it. These are the supporting disciplines I work across.
Paid advertising, lead generation, funnel marketing, CRM automation and marketing automation — planned as one connected effort rather than separate tasks.
SEO-friendly website and landing page content, blog articles and keyword-focused copy structured so both readers and search engines can follow it.
Social posts, captions, promotional and educational content built around a brand's actual message — with AI-assisted drafting to keep output consistent.
I use AI tools such as ChatGPT across SEO content, social content, ad copy, chatbot responses, workflow planning and research. Just as importantly, I use prompt engineering — building structured, context-rich prompts that produce accurate, relevant, business-focused output instead of generic text.
AI is a tool in the workflow, not the skill itself. It speeds up drafting and planning so more time goes into building and improving the actual systems.
Structured prompts with clear role, context, constraints and output format — reusable across a client's content and automation work.
Before focusing on automation and digital marketing, I worked at a company handling data entry, data management, basic front-end support and website content updates, including basic HTML and CSS. It's useful supporting knowledge when editing funnel pages or troubleshooting layout issues — but it's a supporting skill, not my main specialisation.
GoHighLevel sits at the centre of most builds — everything else connects into it.
CRM, funnels, workflows, calendars, email and SMS in one platform — with every other tool feeding into or out of it.
Automated sequences, triggers and reminders inside the CRM.
Website, Messenger, Instagram and WhatsApp automation.
Supporting knowledge for funnel page edits and fixes.
Conversion tracking and event configuration for campaigns.
Client details are kept confidential, so each entry describes the system, the process and the business benefit rather than named accounts or figures.
Structured a GoHighLevel account from the ground up — contact fields, tags, pipeline stages and opportunity management — then layered workflow automation over it so new leads are routed, assigned and followed up on entry.
Built an opt-in funnel with a dedicated capture form, thank-you page and confirmation step. Submissions create a CRM contact automatically and drop straight into the follow-up workflow — no exports, no re-entry.
Designed multi-step email and SMS sequences for leads who don't convert on first contact, with appointment booking links, reminder automation and a re-engagement branch for contacts that go quiet.
Set up Facebook and Instagram lead-generation campaigns with audience targeting and creative variations, connected to the CRM so leads from the ad account enter the automated follow-up sequence directly.
Implemented Meta API and Conversion API integration to sync lead data between campaigns and business systems, and to report key conversion events back to the platform for cleaner campaign reporting.
Built automated conversation flows that greet visitors, answer common questions, qualify the enquiry with a short set of questions and capture contact details into the CRM for follow-up.
Planned and built the complete path — paid advertising into a conversion-focused funnel, into CRM, into nurture automation — treating traffic, page and follow-up as one system with a single goal.
Produced SEO-friendly website and landing page content plus social media posts and captions, using structured AI prompts to keep tone consistent and output aligned to the brand's messaging.
The same sequence whether it's a single funnel or a full CRM and advertising system.
Understand the business, the target audience, the goals and whatever system already exists — before suggesting anything new.
Map the funnel, CRM structure, automation logic, advertising approach and the full customer journey end to end.
Build the funnels, CRM setup, workflows, chatbots, integrations and campaigns to the agreed plan.
Test every form, workflow, integration, tracking event and user journey — on desktop, tablet and mobile — before anything goes live.
Launch the system or campaign, monitor the first live leads closely and confirm data is flowing where it should.
Monitor performance and improve the system based on real results and changing requirements.
No inflated promises — just consistent, careful work on systems that need to keep running after handover.
Real project experience with LofiStack across automation, CRM, funnels, lead generation and paid advertising — not theory from a course.
I look at how funnel, CRM, ads and follow-up connect, so the build solves the actual bottleneck instead of adding another disconnected tool.
My strongest platform. CRM structure, workflows, pipelines, funnels, calendars, email and SMS automation all in one place.
Forms, triggers, tracking and journeys get tested properly. Small automation errors cause lost leads, so I check the whole path.
Plain updates on what's built, what's pending and what I need from you — no jargon walls, no silent stretches.
I'm looking for ongoing work, not one-off tasks. Consistent hours, reliable availability and a genuine interest in the systems improving over time.
Part-time, consistent hours, and able to start straight away.
I currently work on a part-time basis and can commit consistently each week. I'm most interested in long-term opportunities where I can take ownership of a system and keep improving it — and if selected, I can start immediately, as early as tomorrow.
Built for continuity, with a backup for each critical piece.
Email me with what you're working with and what isn't working yet. I'll reply with how I'd approach it — no obligation.
Automation, CRM, funnels, paid ads, chatbots and digital marketing — built as one system that keeps working after handover.