CRM automation · GoHighLevel · WordPress · Product management
Your leads aren't cold. Your follow-up is manual.
Most service businesses don't have a lead problem. They have a gap between a lead arriving and someone answering it. I close that gap with a CRM that texts back, tags the source and moves the deal itself.
42 systems shipped · 18 hours/week returned to clients
Where the money goes
What a broken follow-up system feels like on a Tuesday
The call that came in at 7pm
Someone rings after hours. It goes to voicemail, nobody plays it back, and by the time your team opens the office that caller has booked with the next company on the list.
The quote nobody chased
You sent the number a fortnight ago. Following up is a person's job, not a trigger's, so the deal sits in the same stage until someone scrolls past it on a Friday.
The CRM nobody updates
Half the deals live in the CRM, half live in someone's phone. At the end of the month you can't say which lead source paid for itself, so you guess.
What I do
Four things, done properly
01
CRM + AI automation setup
Your CRM should chase leads without anyone remembering to. I set up the pipeline, the triggers and an AI responder that answers first contact at 11pm and books the call.
- Missed-call text-back
- Lead routing by source
- No-show recovery sequences
02
GoHighLevel implementation
Full builds and rescues of accounts someone else half-finished. Sub-accounts, snapshots, calendars, two-way SMS and a tagging scheme you can still read in six months.
- Snapshot builds
- Account rescues
- Team training and runbook
03
WordPress development
A site that loads fast and hands every submission straight to the CRM with the lead source attached. No plugin pile, no form entries sitting in a shared inbox.
- Form-to-CRM webhooks
- Speed and Core Web Vitals
- Landing pages that convert
04
Product management
Guide the product from idea through launch and ongoing improvement. I define strategy and vision, advocate for the customer, and collaborate across sales, ops and delivery so the right thing gets built.
- Strategy and vision
- Customer advocacy
- Cross-functional collaboration
Product management
Product management, not just project management
Product management is the practice of guiding a product through its entire lifecycle, from the initial idea through design, development, launch and ongoing improvement. I focus on the what and the why, then coordinate the build so the when and the how actually succeed.
See my product background on LinkedInStrategy and vision
I define what to build, why it matters, and how it aligns with the business goal before any code or trigger is touched.
Customer advocacy
I research the real workflow and act as the voice of the user so the system solves the job, not just checks a feature box.
Cross-functional collaboration
I work with sales, ops and delivery to turn requirements into a build that the team can actually run and maintain.
Lifecycle guidance
I guide the product from idea and design through launch and ongoing improvement, not just ship and walk away.
How the work runs
Four steps, no discovery theatre
Week 1
Audit
I go through every route a lead takes into your business: calls, forms, DMs, referrals. Then I mark where each one dies.
Week 1-2
Map
You get a one-page diagram of the pipeline stages, tags and triggers before anything is built. You approve it or we change it.
Week 2-5
Build
Missed-call text-back, lead routing, drip sequences, calendar and reminders, built in your account and tested with live leads.
Final week
Handover
A walkthrough with the people using it, a one-page runbook, and the snapshot exported so the system belongs to you.
Results
What changed after the build
63%
more booked calls in the first month after missed-call text-back went live
Home services
11 hrs
a week back for the front desk once intake and reminders were automated
Dental clinic
38%
drop in no-shows after the reminder and reschedule sequence
Real estate team
Verified elsewhere
The same record, on Upwork
If you would rather hire through a platform that holds the money in escrow and keeps the paper trail, my profile is public: contract history, job success score and client feedback you can read without asking me for references.
- Total earnings
- $2K+
- Jobs completed
- 4
- Job success score
- 100%
Total earnings
Jobs completed
Job success score
Screenshot of the live Upwork profile
Contracts and reviews
Paid work, with the receipts
$300.00
CompletedFixed price · Aug 10, 2026
Real-time monitoring dashboard for NinjaOne RMM, Grafana integration
“Excellent freelancer, a pleasure to work with. He is highly responsive and provides prompt feedback.”
My reply: Thanks for the project Vann. Kindly sit back for the result on the beta version, can't wait to get on with the 2nd milestone.
- Grafana
- Jenkins
$130.00
CompletedFixed price · Jul 29, 2026
SEO fix on WordPress and Google Business Profile setup
“Great experience and great attention to detail. Will be hiring again in the very near future for more projects.”
My reply: Thanks Shaq, he's very active and cooperative. Looking forward to our next project soon.
- SEMrush
- On-page SEO
- SEO performance
- Local SEO
$936.50
In progressFixed price · Aug 3, 2026 to present
Thumb Up Plumbing Service, water heater campaign
Live campaign, ongoing. Review lands when the contract closes.
- On-page SEO
- Off-page SEO
- Organic traffic growth
$2K+ earned on Upwork · 4 jobs completed · 5.0 average rating · 100% job success
Selected contracts shown. Full history is on the Upwork profile.
Watch first
A minute on how I work
Short intro: who I build for, what I fix first, and what you get at handover. If it sounds like your setup, book a call.
Book a call
Who you'll be working with
One person, start to finish
I spent years watching good businesses lose work because a form went to an inbox nobody read. I build the follow-up system I wanted them to have: every lead tagged, every stage moved by a trigger, nothing waiting on someone's memory. You deal with me the whole way. No account manager, no handoff to a junior.
More about how I workBefore you book
The questions I get asked first
Next step
Tell me where the leads are leaking
Thirty minutes. We go through how a lead reaches you today, I point at the gaps and tell you what I'd build first. You get the map either way, and there's no pitch at the end.
Book a call