I help small businesses, agencies, and service providers organize their CRM, follow up with leads faster, and build simple automation systems that reduce missed opportunities.
My focus is on GoHighLevel (GHL), CRM setup, marketing automation, lead capture, appointment booking, pipeline tracking,
My portfolio includes automation projects for:
• Med spa consultation booking and follow-up
• HVAC dormant customer reactivation
• Financial coaching client onboarding and retention
These projects include CRM pipelines, forms, calendars, tags, workflow triggers, conditional logic, wait steps, booking updates,
I’m best suited for businesses that need help setting up or improving their CRM workflows, follow-up process, booking system, and customer journey tracking.
I value clean execution, organized CRM data, clear workflow logic, testing, documentation, and practical systems that are easy to understand and maintain.
Experience: Less than 6 months
Built automation systems for lead follow-up, appointment booking, dormant customer reactivation, client onboarding, check-ins, and review/referral follow-up.
Experience: Less than 6 months
Can create trigger-based workflows using forms, tags, calendar bookings, wait steps, conditions, email/SMS actions, and staff notifications.
Experience: Less than 6 months
Built portfolio projects using GHL-style CRM workflows, forms, calendars, tags, pipelines, email/SMS follow-up, booking automation, and QA testing.
Experience: Less than 6 months
Can write and set up simple follow-up emails, onboarding emails, reactivation emails, reminders, and review request emails.
Experience: Less than 6 months
Certified in Google Project Management and comfortable organizing tasks, documenting workflows, following steps, and managing project details.
Experience: Less than 6 months
Can support lead capture systems using forms, landing pages, CRM tagging, lead source tracking, and follow-up automation.
Experience: Less than 6 months
Comfortable organizing contact records, CRM fields, tags, pipeline data, notes, and structured information accurately.
Experience: Less than 6 months
Built calendar booking flows for consultations, service calls, and kickoff calls, including form-to-calendar redirects and booking status updates.
Experience: Less than 6 months
Comfortable using Google Docs, Sheets, Drive, and Gmail for documentation, organization, research, and basic reporting.
Experience: Less than 6 months
Can research competitors, offers, positioning, websites, funnels, and customer journey patterns to support marketing decisions.
Experience: Less than 6 months
Experience designing workflows that help businesses track leads, follow up consistently, manage client stages, and avoid missed opportunities.
Experience: Less than 6 months
Certified in Google Project Management and comfortable organizing tasks, documenting workflows, following steps, and managing project details.
Experience: Less than 6 months
Can build basic SMS follow-up workflows for speed-to-lead, booking reminders, reactivation, check-ins, and manual follow-up alerts.
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Judy Bass
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