--- public/github-files/index.html (原始) +++ public/github-files/index.html (修改后) GHL Automation & CRM Specialist | Portfolio
— Available for Hire —

GHL Automation
& CRM Specialist

5+ years of hands-on experience implementing marketing systems, building automated workflows, and training business owners to maximize platforms like Go High Level, ActiveCampaign, HubSpot, and Zapier.

Helping agencies and SMBs streamline operations, enhance client experience, and improve conversion rates by replicating enterprise-level automation across sales and support teams.

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About

Experienced CRM and Automation Specialist with 5+ years of hands-on experience implementing marketing systems, building automated workflows, and training business owners to maximize platforms like Go High Level (GHL), ActiveCampaign, HubSpot, and Zapier.

I've helped agencies and SMBs streamline operations, enhance client experience, and improve conversion rates by replicating enterprise-level automation across sales and support teams.

My background spans real estate, insurance, eCommerce, solar sales, and coaching industries — giving me a versatile perspective on how automation solves real business problems.

5+
Years Experience
10+
Platforms Mastered
6+
Industries Served
100+
Workflows Built

Core Skills

› Core Competencies

  • —CRM Automations & Workflow Design
  • —AI Agent Creation & Prompt Engineering
  • —Customer Support & Technical Troubleshooting
  • —Data Entry & Data Management
  • —Administrative Support & Documentation
  • —Client Onboarding & SOP Creation
  • —Multi-platform Integration (FB Leads, Google Calendar, Email/SMS)

› Soft Skills

  • —Workflow Design & System Mapping
  • —SOP Creation & Documentation
  • —Client Support & Onboarding
  • —Training & Knowledge Transfer
  • —Cross-functional Communication
  • —Problem Solving & Process Optimization
  • —Project Management & Delivery

› Technical Stack

CRM & Automation

Go High LevelZapierMake.comPabblyMailchimpActiveCampaignHubSpot

Project Management

TrelloAsanaMonday.comClickUp

Data & Forms

AirtableFormwiseGoogle FormsGoogle Sheets

Design & Docs

CanvaGoogle DocsLoomDraw.ioLucidchart

Other Software

ShopifyKlaviyoTypeformTwilioInstantlySendGrid

Infrastructure

Amazon WorkspacesGoogle CalendarDocuSignChatGPT

Work Experience

GHL & CRM Marketing Consultant

Nov 2019 – Present
Freelance Consultant
  • •Trained business owners and internal teams to navigate and optimize Go High Level for sales pipelines, campaigns, and workflows.
  • •Built automation systems for agencies in industries like real estate, insurance, and eCommerce.
  • •Implemented advanced lead distribution systems based on custom rules (e.g., zip code, location proximity).
  • •Integrated platforms like Facebook Leads, Formwise, Calendars, and third-party apps via Zapier and Make.
  • •Delivered client onboarding flows, smart nurturing sequences, AI chat routing, and KPI dashboards.

Real Estate Virtual Assistant

Jul 2019 – Feb 2022
Part Time
  • •Prepared lease and property management documents.
  • •Prepared MLS listings and marketing flyers.
  • •Sent out contracts via DocuSign.
  • •Contacted tenants to update lease agreements.
  • •Handled Go High Level automation for property management workflows.

Article Writing

May 2021 – Sept 2021
Freelance
  • •Wrote four weekly articles on firearms for an industry publication.

Lead Generation & Appointment Setting

Aug 2019 – Feb 2020
Part Time — Sales
  • •Called US leads for sales and set up meeting appointments for clients.
  • •Sent emails to leads and performed research on US companies.

Featured Case Study

Case StudySolar Industry

Automated Calendar System for Solar Sales Team

Client
Regional Solar Co. (USA)
Team Size
100+ Sales Agents
Timeline
8 Weeks
Tools
GHL, Zapier, Google Sheets, ChatGPT

01. Objective

Streamline the booking system so that when a lead submits their zip code, they are automatically assigned to a regional sales manager and then to the nearest sales agent on their team — eliminating manual appointment routing while maximizing response time and coverage.

02. Solution Implemented

  • →Designed a 2-step lead form on a GHL landing page to collect zip code, email, and phone.
  • →Built a Zapier workflow that checks the zip code against a Google Sheets master list mapped by region.
  • →Automatically assigned leads to the right regional sales manager and suggested the closest field rep based on Google Maps proximity.
  • →Synced all bookings into Google Calendar, with custom confirmation emails and reminders sent via GHL.
  • →Created pipeline dashboards for regional managers to track agent performance and lead conversion rates.

03. Results

< 5 min
Lead-to-agent assignment time (down from 2+ hours)
30%
Improvement in booked appointments in the first 4 weeks
10+ hrs/wk
Saved by regional managers on lead routing
Instant
Notifications to sales agents, increasing follow-up speed

04. Lessons Learned

  • ✦Always include a fallback routing system in case a zip code is unassigned.
  • ✦Agent performance improves with real-time visibility and clear follow-up SOPs.

Certifications & Education

› Certifications

✓

Level 1 — Academy For HighLevel (GHL) Certification Program

First of three certification levels covering the GHL platform's features and use cases.

GoHighLevel Official

› Education

🎓

Bachelor of Science in Psychology

Understanding human behavior and decision-making processes — directly applicable to designing user-centric automation workflows and customer journeys.

Get In Touch

Looking for a GHL specialist to streamline your operations, build automated workflows, or train your team? I'm available for freelance projects, consulting, and full-time roles.

✉
Email
your.email@example.com
◎
Location
Remote / Worldwide
◷
Availability
Open for freelance, consulting & full-time

Services I Offer

  • —Full GHL Account Setup & Configuration
  • —Workflow & Automation Design
  • —Funnel & Landing Page Building
  • —SaaS Mode & Sub-Account Management
  • —CRM Pipeline & Lead Distribution
  • —Zapier / Make.com Integrations
  • —AI Chatbot & Agent Setup
  • —Client Onboarding & SOP Documentation
  • —Team Training & Knowledge Transfer
  • —Ongoing Support & Maintenance