Portfolio: -----------
It’s 2026... and your business is still running on manual follow-ups, scattered tools, and copy-paste workflows?
Still doing repetitive admin tasks that should’ve been automated months ago?
Constantly overwhelmed by the tech side of your business?
Are important client follow-ups getting missed because they live in someone’s memory instead of a system?
Now let’s talk about the stuff that looks small... until it starts costing you time, leads, clients, and trust.
Are your automations working... until they suddenly don’t?
Does your CRM look organized, but no one fully understands how to use it?
Are your forms, calendars, emails, tasks, and reminders disconnected?
And like most founders and business owners who are basically Captain Everything:
Does your backend work, but no one - including you - fully understands it?
Do your processes live in your head instead of a system your team can follow?
It’s your lucky day - I GOT YOU.
Now it’s my turn:
Over 7 years of operations experience - which means less hand-holding, faster execution, and fewer “wait, how do I do this?” -----------nts - just ready to hit the ground running.
I’ve supported executive and operational teams for 7 years by turning messy requirements into task-routing, reminder, follow-up, and scheduling workflows that are easier to maintain and easier to trust.
I’ve been working across AI workflows, automations, integrations, CRMs, reporting, SOPs, and operations - combining tech fluency with operational judgment and problem-solving skills.
Here’s how I can improve YOUR business as well:
ONLINE OPERATIONS & WORKFLOW AUTOMATION
If your backend only works because you’re constantly checking, fixing, remembering, and manually moving things around, you’re not running streamlined operations - you’re in Captain Everything mode.
I help clean up and manage the systems behind your business: automations, CRM workflows, email/calendar connections, task trackers, internal databases, reporting, SOPs, documentation, and backend tool connections.
The result? Fewer manual tasks, smoother handoffs, cleaner workflows, and a business that can run without everything living in your head.
Here are the processes I can run for you:
Workflow Automation
AI Workflow Design
CRM Automation
API Integrations
Webhooks
Data Synchronization
Task Routing & Reminders
Follow-Up Automation
Scheduling Automation
SOP Development
Process Mapping
Operational Reporting
Platforms I specialize in:
OpenAI
Codex
n8n
Zapier
Make
Google Workspace
CRM Platforms
Calendar & Scheduling Systems
Documentation Systems
Knowledge Bases
Task Trackers
CUSTOMER SERVICE & TECHNICAL SUPPORT PRO
When client questions, technical issues, backend glitches, and scattered requests start piling up, every “quick fix” becomes another thing you have to babysit.
I handle troubleshooting, support workflows, documentation, escalations, system checks, and backend coordination so your clients feel supported, your systems stay organized, and your day stops getting hijacked by tiny fires.
How, you ask? Well, I basically eat these for breakfast:
Root-Cause Troubleshooting
User Interviews & Needs Assessment
Technical Issue Diagnosis
Support Documentation
Escalation Coordination
Client Communication
Workflow Handoffs
Process Improvement
PROJECT COORDINATION & SYSTEM DESIGN
If your projects involve clients, vendors, tools, timelines, technical requirements, and a lot of “where are we on this?” messages, I can help bring order to the chaos.
I coordinate requirements, timelines, quotations, deliverables, communications, documentation, and stakeholder updates so implementation stays aligned and nothing important disappears between conversations.
Here’s what I can help with:
Project Coordination
Timeline Management
Stakeholder Management
Vendor Coordination
Requirements Documentation
Workflow Design
System Design
Delivery Tracking
Reporting & SOPs
If you're ready to turn things around:
Drop a personalized message
Let me know your tools, your bottleneck, and your goals
Tell me what time works best for a quick Discovery Call
Talk soon,
John Lloyd
PS. It’s never “one small fix”
