Most agencies don't have a marketing problem. They have an execution problem. Leads sit in CRMs nobody follows up on, tasks live across five different tools, and the founder is still the one holding the whole operation together in their head. Teams spend more time chasing status updates than actually finishing work.
I help agencies and founder-led businesses design and run the operational systems that eliminate that chaos. CRM builds, automation, AI-driven follow-up, and delivery management that a team can actually run on without you.
My work sits at the intersection of operations, CRM systems, automation, and AI. I don't hand over a task list and disappear. I build and run systems that keep working after I've moved on.
What I Help Agencies Build
• GoHighLevel CRM systems and sub-account builds
• Lead nurturing and follow-up automation
• AI voice agents for call handling and appointment booking
• Client delivery and project workflows
• SOPs and team coordination systems
• Executive support systems (inbox, calendar, CRM cleanup)
• Marketing execution and reporting dashboards
Typical Engagements
Agencies usually bring me in when they're experiencing one or more of the following:
• Leads are going cold because follow-up isn't automated
• Client work is scattered across disconnected tools with no single source of truth
• The founder is the only person who knows how anything actually runs
• GoHighLevel is set up but underused or poorly structured
• Growth is outpacing the team's ability to coordinate it
• Deadlines get missed because nobody owns the process end-to-end
How I Work
Every engagement starts with understanding the workflow underneath the problem, not just the symptom. From there I build systems that support real execution:
• CRM and workflow mapping
• Automation and follow-up sequence design
• Task and deadline ownership across teams
• AI-enabled lead qualification and call handling
• Reporting and operational visibility
• Cross-functional client and contractor coordination
The result is a system your team can run confidently, with or without me in the room.
Experience
• 4+ years managing operations and delivery for founders and agencies across the US, UK, Australia, and New Zealand
• Built a GoHighLevel +
• Managed delivery across 15+ client accounts and a team of 10 at once, with nothing dropped
• Ran lead generation inside a heavily regulated industry, where one compliance mistake ends the campaign
• Rated 5.0 by clients for delivering "without being chased"
Today I work with agency founders, marketing consultancies, and service-based businesses that need practical operational systems, not more software they'll never fully use.
Tools & Platforms
CRM & Automation
• GoHighLevel
• HubSpot
• Kajabi
• Mailchimp
• Campaign Monitor
• Constant Contact
• KV Core
• Keap
• Salesforce
AI & Automation
• OpenAI
• Claude
• Gemini
• Workflow Automation
• Prompt Engineering
AI Voice Agents
• Vapi
• Bland.ai
• ElevenLabs
• Simple Talks
• GHL Native AI
Project & Work Management
• Asana
• ClickUp
• Trello
• Notion
• Slack
Advertising & Analytics
• Meta Ads
• Google Ads
• Google Analytics
• Ahrefs
• Semrush
Content & Web
• WordPress
• Canva
• Buffer
• Adobe Creative Suite
Workspace
• Google Workspace
• Microsoft Office
Engagement Model
• CRM & Workflow Audits
• GoHighLevel Builds & Automation Projects
• AI Voice Agent Setup
• Ongoing Delivery & Operations Support
• Embedded Team/Project Management
If your agency's growth is outpacing your systems, fragmented tools, missed follow-ups, no one owning the process end-to-end? That's an operations problem, not a tooling one.
Let's talk about what a working operation actually looks like.
Experience: 6 months - 1 year
Experience: 2 - 5 years
Experience: 1 - 2 years
Experience: 1 - 2 years
Experience: 2 - 5 years
Experience: 2 - 5 years
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