Automation & CRM Systems Specialist | GoHighLevel | Zapier | Funnel Expert

Over the past 1–2 years working with GoHighLevel (GHL), I have developed strong hands-on expertise across its core and advanced features. I began by mastering CRM setup, funnel building, and email automation, then progressed into building complex automation systems and custom integrations for various clients. During this time, I have: • Set up and optimized GHL accounts for agencies, coaches, and small businesses, customizing pipelines, calendars, and workflows based on each client’s operations and sales process. • Built high-converting funnels and landing pages, integrating lead capture forms with automated email and SMS follow-up sequences. • Created and managed advanced workflows for lead qualification, nurturing, appointment reminders, and reactivation campaigns reducing manual tasks and improving response times. • Integrated GHL with third-party tools such as Zapier, Make, Stripe, Google Sheets, and other external platforms to ensure seamless automation and data synchronization. • Launched and optimized email and SMS marketing campaigns with structured automation logic, segmentation, targeting, and performance tracking to increase engagement and conversions. • Set up courses and membership portals, including onboarding flows, gated access levels, and automated customer journeys. • Provided ongoing technical support troubleshooting workflow issues, campaign errors, automation logic problems, and funnel performance concerns. Through 1–2 years of consistent hands-on experience, I have built a solid foundation in GoHighLevel and can confidently manage both strategic system setup and day-to-day technical operations for agencies and growing businesses.

With 2–5 years of experience in HR Operations Management, I’ve successfully led and optimized HR functions that align with organizational goals, improve employee experiences, and drive operational efficiency. Key Responsibilities and Achievements: HR Process Optimization Streamlined core HR operations including onboarding, offboarding, payroll coordination, benefits administration, and employee record management—ensuring compliance with company policies and local labor laws. Team & Performance Management Supported department heads in developing performance management processes, including KPI tracking, performance reviews, and coaching frameworks that boosted productivity and morale. Policy & Compliance Oversight Implemented and updated HR policies and standard operating procedures (SOPs), ensuring compliance with employment legislation and internal audits. Recruitment Operations Managed end-to-end recruitment processes—job postings, applicant tracking systems (ATS), interview scheduling, and hiring documentation—reducing time-to-hire and improving candidate experience. Employee Relations & Engagement Acted as a liaison between management and employees, resolving workplace conflicts, conducting satisfaction surveys, and launching initiatives to improve employee retention and engagement. HR Systems & Reporting Oversaw HRIS implementation and maintenance (e.g., BambooHR, Workday, Zoho People), generating reports for leadership on turnover, headcount, and other HR metrics to guide strategic decisions. Training & Development Coordination Facilitated training programs and tracked learning outcomes for compliance, leadership development, and skills enhancement initiatives. Throughout this period, I developed a reputation for being detail-oriented, people-focused, and solution-driven—able to balance daily operations with the broader goals of building a strong organizational culture and efficient HR infrastructure.

I have worked extensively with Monday.com to build structured project management systems that improve team collaboration, task tracking, and operational efficiency. I specialize in setting up customized workflows tailored to each client’s processes. During this time, I have: • Created and optimized boards for project management, CRM tracking, content planning, and operations • Designed automation rules for status updates, notifications, task assignments, and deadline reminders • Built dashboards for real-time reporting and performance tracking • Structured workflows using groups, dependencies, timelines, and integrations • Integrated Monday.com with tools like Zapier, Google Workspace, Slack, and CRM platforms • Managed user permissions and workspace organization for teams • Provided ongoing maintenance, workflow optimization, and troubleshooting I focus on building clean, scalable systems that reduce confusion, improve accountability, and keep teams aligned. My goal is to turn Monday.com into a powerful operational hub for businesses and agencies.

Over the past 1–2 years, I have built and managed automated workflows using Zapier to streamline business operations, reduce manual tasks, and improve efficiency. I specialize in connecting multiple platforms to create seamless data flow and automation systems for agencies, coaches, and small businesses. During this time, I have: • Designed multi-step Zaps with filters, paths, delays, and conditional logic • Automated lead routing, CRM updates, email follow-ups, and task creation • Integrated tools such as GoHighLevel, Stripe, Google Sheets, Gmail, Slack, Facebook Lead Ads, Typeform, and more • Built webhook-based automations for custom triggers and advanced workflows • Implemented error handling and testing to ensure reliable automation performance • Reduced repetitive manual processes by creating scalable automation systems I focus on building clean, well-structured automations that are easy to maintain, scalable, and aligned with each client’s workflow. My goal is always to improve speed, accuracy, and overall operational efficiency through smart automation.

Built and optimized end-to-end sales funnels that improve lead generation and conversion rates. Skilled in landing page structure, offer positioning, user journey flow, and performance optimization.

In my one year at Soft.com, I worked as part of a fast-paced, tech-driven team where I supported key business operations, contributed to digital projects, and enhanced internal workflows through automation and process improvements. Key Contributions: Operations & Support: Played a central role in day-to-day operations, helping coordinate cross-functional tasks between departments such as sales, customer service, and development. Tech & Tools: Utilized tools like CRM systems, task managers (e.g., ClickUp, Trello), and automation platforms (Zapier, Make) to streamline internal processes and reduce manual work. Client Coordination: Supported client onboarding, managed documentation, and ensured timely delivery of updates and reports, contributing to strong client relationships. Process Improvement: Identified inefficiencies in internal workflows and collaborated with team leads to implement automation and SOPs that improved team productivity. Cross-Team Collaboration: Worked closely with product, marketing, and tech support teams to ensure smooth execution of projects and alignment with company goals. During my time at Soft.com, I strengthened my skills in operations, tech support, and cross-functional collaboration. I became confident in using digital tools to solve problems, support growth, and contribute to a culture of efficiency and innovation.