•Course Migration & Setup 

•Domain & Custom Field Configuration 

•Repair broken funnels that are losing conversions

•Fix automations that stopped working (and prevent future breaks)

•Clean up messy CRM pipelines so nothing falls through the cracks

•Optimize forms and booking systems for maximum capture rates

•Set up proper tracking so you know your real ROI 

•Connect all your scattered tools into one smooth operation 

•Eliminate manual data entry between platforms forever 

•Create smart workflows that handle complex business logic 

•Fix failed automations and add bulletproof error handling 

•Sync customer data so everyone has the full picture 

Focus: Backend automation and workflow optimization

Continuously managing and improving automation systems while maintaining direct client communication for ongoing optimization needs.

Focus: Lead generation and donor management automation

Built automated workflows for lead generation and donor engagement, maintained calendar systems, and ensured consistent campaign performance across multiple initiatives.

Focus: Client engagement automation

Created funnel systems with automated follow-up sequences that improved appointment booking rates and client retention through strategic engagement touchpoints.

Focus: Course migration and backend systems

Successfully migrated courses from ClickFunnels to GoHighLevel, set up comprehensive contact management systems, and streamlined backend operations for improved efficiency.

Focus: Real estate CRM automation

Implemented calendar, form, and automation systems specifically designed for real estate operations, improving client onboarding and follow-up processes.

Focus: Local SEO and client communication automation

Optimized Google My Business integration and created automated client response systems to improve engagement and conversion rates.