– Ongoing admin and back-office support — CRM data cleanup, pipeline
maintenance, inbox and calendar management, lead follow-up, reporting
and recurring dashboard updates
– Roofing CRM integrations — JobNimbus and AccuLynx (lead sync, job stage
updates, automated follow-up, and reporting)
I build complete AI-powered CRM and automation systems that capture leads, qualify them, and follow up automatically — so service businesses stop losing revenue to slow response times and forgotten leads.
Most small business owners I work with have the same problem: leads come in faster than they can respond. Calls get missed. Emails sit unread. Pipelines go out of date. Hot prospects go cold while the owner is busy doing actual work.
I fix this by combining GoHighLevel CRM with AI automation — building full systems that include lead capture, AI chatbots, conversational lead qualification, CRM auto-population, real-time team alerts, automated follow-up, and dashboards that show exactly where the business stands.
What makes my work different:
– Business-first approach. Before specializing in automation, I spent 5 years in e-commerce operations and business analytics — so I understand customer journeys, sales funnels, and the operational metrics that actually matter.
– Complete systems, not piecemeal fixes. I don't build one workflow and disappear. I build the full ecosystem — CRM, automations, AI agent, integrations, dashboard — so everything works together from day one.
– AI-native, not AI-bolted-on. I use Claude API, RAG knowledge bases, and AI agents as core building blocks — not afterthoughts. The systems I build can hold a real conversation, qualify a lead, and route it intelligently.
– US-focused communication. I work US business hours when needed, write clear professional English, and understand US market norms (Google Reviews, SMS compliance, calendar conventions).
What I specialize in:
– Roofing CRM integrations — JobNimbus and AccuLynx (lead sync, job stage
updates, automated follow-up, and reporting)
– Full GoHighLevel sub-account setup and CRM builds
– Custom sales pipelines with automated stage progression
– AI chatbots and conversational lead capture (Claude API + n8n)
– RAG-powered AI agents that answer questions from a custom knowledge base
– n8n workflow automation and API integrations
– Lead capture funnels (forms, landing pages, thank-you pages)
– Email + SMS follow-up sequences and nurture campaigns
– Missed-call text-back automation (speed-to-lead)
– Booking calendars with branded confirmations and reminders
– Slack and Google Sheets integrations for team alerts and reporting
Industries I serve:
Roofing and exterior contractors, home services (HVAC, plumbing, electrical,
remodeling), and real estate. I understand how roofing sales actually run —
inspection to estimate to job — and I build systems around that pipeline, not
a generic template.
– Real-time reporting dashboards
My portfolio includes:
– Meridian Wealth Advisors — Complete GoHighLevel CRM build for a sample financial advisory firm: full pipeline, 10 automations, lead capture, dashboard.
– Real Estate Lead Intelligence System — n8n + Claude API workflow that scores incoming leads, creates GHL contacts, sends Slack alerts, and logs to Google Sheets — all in under 5 seconds.
– Summit Roofing AI Receptionist — Voice AI receptionist built on VAPI + Twilio that handles inbound calls, books appointments, and creates CRM contacts automatically.
– Meridian AI Agent (Agentic RAG) — Conversational AI agent with a custom knowledge base that captures leads, auto-populates GHL, and sends real-time Slack alerts with AI-generated lead summaries.
Walkthrough videos available on request — just ask and I'll send the Loom.
If you're running a service business and you're losing leads to slow follow-up, missed calls, or a pipeline you can't keep up with — let's talk.
