Workflow Automation Portfolio

I specialize in building revenue-driven workflows inside Go High Level — from lead qualification to appointment scheduling, nurturing, pipeline automation, and advanced CRM logic.


Below is a showcase of some of my automation systems.

I specialize in building revenue-driven workflows inside Go High Level — from lead qualification to appointment scheduling, nurturing, pipeline automation, and advanced CRM logic.


Below is a showcase of some of my automation systems.

Cold Email + SMS Reach Campaign

A multi-step cold outreach automation combining email, SMS, conditional logic, and manual task creation to ensure cold leads receive consistent, high-impact follow-up

This workflow automates cold outreach for new leads. When a contact is tagged “cold outreach,” the system sends an introductory email, waits 2 days, and checks for engagement. If the lead hasn’t opened the email, the workflow triggers a reminder email, an SMS follow-up, and finally creates a manual task to ensure a human rep completes the last touchpoint.

This automation ensures every cold lead receives consistent, multi-channel outreach without slipping through the cracks.

📊 Business Impact

  • Ensures 100% of cold leads receive structured outreach

  • Reduces manual follow-up workload by ~70%

  • Improves overall engagement with multi-channel touchpoints

  • Prevents lost leads through automated task creation

  • Increases reply and booking rates with strategic reminders

  • Ensures 100% of cold leads receive structured outreach

  • Reduces manual follow-up workload by ~70%

  • Improves overall engagement with multi-channel touchpoints

  • Prevents lost leads through automated task creation

  • Increases reply and booking rates with strategic reminders

eCommerce Customer Nurture & Retention System

A post-purchase nurture and retention system for eCommerce brands, combining email, SMS, and lifecycle logic to drive repeat sales and improve customer satisfaction.

eCommerce Customer Nurture & Retention System

A post-purchase nurture and retention system for eCommerce brands, combining email, SMS, and lifecycle logic to drive repeat sales and improve customer satisfaction.

This workflow is designed to improve customer retention and boost repeat purchases for eCommerce brands. It triggers automatically when a customer completes a purchase and delivers a series of personalized follow-up messages designed to increase satisfaction, build loyalty, and drive future sales.
The automation includes email nurturing, milestone timing, SMS engagement, and transition logic to hand off the customer into the next retention stage.

📊 Business Impact

  • Strengthens post-purchase engagement

  • Reduces churn by keeping customers connected to the brand

  • Increases repeat purchase rates with strategic follow-ups

  • Improves customer satisfaction and review collection

  • Automates retention without manual effort

  • Strengthens post-purchase engagement

  • Reduces churn by keeping customers connected to the brand

  • Increases repeat purchase rates with strategic follow-ups

  • Improves customer satisfaction and review collection

  • Automates retention without manual effort

New Lead Alert & Internal Notification Workflow

A clean CRM workflow that checks for existing opportunities, alerts the team, and auto-creates new opportunities — ensuring fast follow-up and preventing duplicates.

This workflow ensures new leads are instantly captured, checked for existing opportunities, and routed correctly inside the CRM. When a new lead submits a form, the system verifies whether an opportunity already exists for that contact. If it does, the workflow notifies the team. If not, it automatically creates a new opportunity and assigns it to the appropriate user.
This guarantees fast internal follow-up, prevents duplicate opportunities, and keeps the sales pipeline organized.

📊 Business Impact

  • Prevents duplicate opportunities in the CRM

  • Ensures every new lead is routed quickly and correctly

  • Reduces manual admin work for the sales team

  • Improves response time with instant notifications

  • Keeps pipelines clean, structured, and sales-ready

  • Increases lead-to-contact efficiency

  • Prevents duplicate opportunities in the CRM

  • Ensures every new lead is routed quickly and correctly

  • Reduces manual admin work for the sales team

  • Improves response time with instant notifications

  • Keeps pipelines clean, structured, and sales-ready

  • Increases lead-to-contact efficiency

Appointment Confirmation & Reminder Workflow

This automation helps make sure clients are reminded about their appointments and receive follow-up communication after their visit.

Client No-Show Workflow

This workflow helps recover missed appointments by reminding contacts to reschedule, and prompts team follow-up if the contact doesn’t respond.

Review Request Workflow

The overall goal of this workflow is to:

The overall goal of this workflow is to:

  • Gather client satisfaction ratings

  • Address concerns from unhappy clients

  • Encourage happy clients to leave public reviews

  • Gather client satisfaction ratings

  • Address concerns from unhappy clients

  • Encourage happy clients to leave public reviews