I build and manage the systems
behind predictable growth.
I connect paid acquisition, CRM, automation, AI, funnels, and customer journeys into one growth system that helps businesses convert more leads into booked appointments, customers, and repeat buyers.
11+ Years Experience • E-Commerce, Healthcare & Service Businesses • Longest Client: 10+ Years
The Connected Stack FlowRama Builds On
One person.
One connected system.
From paid ads to CRM to email to AI automation, every piece below is built and managed by me directly, not handed off between separate tools or vendors. Here's the full range.
AI & Automation
AI chatbots and voice agents, lead qualification, appointment booking, after-hours call handling, missed-call text back, ticketing systems, AI knowledge bases, and conversational AI.
GoHighLevel CRM
Architecture and account setup, sub-accounts, white-label SaaS, pipelines and workflows, custom fields and tags, calendars and forms, multi-location setup, and API integrations.
Business Automation
Lead nurturing and follow-up campaigns, appointment confirmations and reminders, no-show recovery, recall and reactivation campaigns, and review automation.
E-Commerce Email Marketing & Revenue Automation
I build and manage connected email-marketing systems that turn WooCommerce customer activity into automated, personalized revenue journeys. Using FunnelKit Automations and GoHighLevel, I connect weekly campaigns, abandoned carts, segmentation, post-purchase follow-up, SMS, CRM pipelines, and revenue tracking into one coordinated system.
Websites & Funnels
Business websites and landing pages, appointment and sales funnels, lead capture systems, conversion optimization, and customer journey design.
Paid Advertising
Meta and Google Ads, media buying and campaign strategy, audience research and creative direction, conversion tracking, and ongoing campaign management.
Creative Assets
High-converting ad creatives, AI-generated images and videos, and landing page assets built for a specific campaign, audience, and outcome.
E-Commerce Revenue Systems
WooCommerce automation, abandoned and browse-abandonment recovery, post-purchase automation, product recommendations, customer retention and revenue recovery, and AI customer support.
Analytics & Tracking
Meta Pixel and Google Tag Manager, Google Analytics 4, custom events and attribution, and dashboards and reporting.
Platforms & Integrations
How It Works
Audit and Strategy
I review the current email platform, customer database, campaigns, automations, deliverability, and revenue performance.
Build and Integrate
I configure the email infrastructure, rebuild the automations, connect WooCommerce and FunnelKit with GoHighLevel, and create the customer pipelines.
Launch and Validate
I test every trigger, condition, email, webhook, purchase event, and recovery path before completing the transition.
Manage and Optimize
I create weekly campaigns, monitor deliverability, maintain the automations, and optimize the system based on revenue and customer behavior.
Systems built for
real businesses.
Five client relationships, from long-running systems to builds currently in progress. Each one follows the same approach: understand the business problem, design the system, and track the operational and business outcome.
A dental group was losing patients between the ad click and the booked appointment.
Most of the advertising budget was working. The problem was what happened after the lead arrived. No structured follow-up, slow response times, and no system to recover no-shows meant that a large portion of interested patients never became booked appointments.
The Problem
- Leads came in but were not converting
- Pipeline had no structure or visibility
- Team stretched across too many tasks
- Appointments inconsistent across locations
- No-show patients were never re-engaged
- Ads and patient management disconnected
The System
- Every lead gets an automated response in seconds
- All leads tagged, staged, and followed up automatically
- Staff focus only on leads ready to book
- Multi-touch nurture recovers unbooked leads
- No-show reactivation runs without staff input
- Ads feed directly into one connected system
Business Outcome
Appointment Dashboard
Automation Workflows
Live System in Action
Patient Review Results
An auto glass company was losing jobs to competitors who responded faster.
When someone needs a windshield replaced, they contact multiple companies and go with whoever responds first. Price and reviews come second. Speed wins. Every minute without a response is a minute a competitor has to close that job.
The Problem
- Lead volume coming in but conversion below potential
- No structured system for managing inquiries
- Team handling too many touchpoints manually
- High-intent leads not being captured effectively
- No centralized visibility across markets
The System
- AI-powered SMS contacts every lead within seconds
- Owner receives instant alert for every new submission
- Full pipeline tracks every lead from inquiry to job
- Automated follow-up for non-responders
- Centralized lead management across all markets
Business Outcome
FlowRama Revenue Recovery Engine. $5.02K in Tracked Pipeline Value
An e-commerce brand was losing high-intent shoppers who left without completing their purchases, while support requests and order issues had no centralized tracking system. I developed and manage the FlowRama Revenue Recovery Engine, an automated system that captures recovery opportunities, organizes follow-up, and tracks potential revenue inside the CRM.
In the latest July 2026 reporting snapshot, the system tracked 23 open recovery opportunities representing $5.02K in pipeline value. For context, the Meta Ads account recorded $6,999.94 in advertising spend during the comparable July 1 to 24 reporting period, making the tracked recovery pipeline value equivalent to approximately 71.7% of that spend.
The $5.02K represents open opportunity value recorded in the recovery pipeline and should not be presented as finalized collected revenue. Meta campaign performance and recovery-system performance are reported separately.
The Problem
- High-intent shoppers were leaving without completing checkout
- Recovery opportunities were not centrally organized
- Follow-up was inconsistent and difficult to scale
- Potential recovered revenue was not clearly tracked
- Support requests and order issues lacked centralized tracking
The System
- Automated revenue-recovery workflow
- 23 recovery opportunities captured and tracked
- $5.02K in open recovery pipeline value
- CRM pipeline provides clear revenue attribution and visibility
- Automated follow-up reduces ongoing manual work
- Customer-support ticketing organizes inquiries and order issues
Business Outcome
A premium B2B financial advisory firm needed a complete, AI-ready client acquisition system built from zero, across five regulated industries.
A financial infrastructure and advisory firm serving regulated industries, including private nursing and career schools, behavioral health clinics, medical practices, senior care providers, and audit support organizations, was repositioning as a premium advisory practice with no CRM system in place. Before hiring an appointment setter, they needed a clean, scalable foundation: lead source attribution across multiple niche websites, a structured pipeline from first contact through signed engagement, a qualification and scoring framework built for regulated B2B industries, and a system ready for future forms, automation, and AI intake. This build is currently in progress.
What Made This Complex
- Five distinct regulated verticals, each with different compliance and qualification criteria
- 9-field granular lead source tracking across domain, UTM, referral, and setter attribution, not a single dropdown
- 5-tier lead scoring framework built around specific operational thresholds (revenue, budget, decision-maker involvement, compliance complexity)
- An existing GHL account with a separate Client Onboarding system that could not be disrupted
- Every field, pipeline stage, and tagging decision required written client approval before configuration began
Three-Phase Build
CRM Foundation & Architecture
- 30+ custom fields across Business, Contact, and Opportunity objects
- 9-field lead source tracking on Contact and Opportunity
- 11-stage sales pipeline, New Lead through Won/Onboarding
- 5-tier lead scoring framework
- Existing onboarding system kept fully intact and untouched
- Documentation PDF and 2-part Loom walkthrough
Forms, Calendars & Automation
- Niche-specific intake forms for each vertical
- Discovery call booking and reminder automation
- Missed-appointment and no-show workflows
- Full email automation across the lead lifecycle
- Appointment setter workflow structure and task views
AI & Advanced Workflow Strategy
- AI intake and lead qualification strategy
- Voice AI roadmap for call intake and routing
- AI-generated CRM notes and summary automation
- AI lead scoring connected to the existing score field
- Super Agent architecture planning for full automation
What Made This Different
- Delivered a full Custom Field Data Dictionary for written client approval before touching the account
- Multiple scope refinement rounds with detailed, point-by-point responses before any build began
- Built with future AI, appointment setter, and multi-domain scalability in mind from day one
- Tags kept lean and non-duplicative of structured field data, per the client's explicit requirement
- Zero disruption to the client's existing systems throughout the build
WooCommerce Email Marketing & Revenue Automation System
Migration and reconstruction of a complete e-commerce email-marketing ecosystem for an established fashion retailer. The system connects WooCommerce and FunnelKit Automations with GoHighLevel CRM to manage email campaigns, customer segmentation, abandoned-cart recovery, post-purchase journeys, SMS follow-up, pipelines, and revenue reporting. The existing system's historical performance was audited to establish a baseline before migration and optimization.
Project Scope
- ~40,000 contact database migration and cleanup
- FunnelKit and WooCommerce automation configuration
- GoHighLevel CRM and pipeline integration
- Email and SMS customer journeys across the full lifecycle
- Weekly campaign management and branded email-template system
- Abandoned-cart and recovered-cart tracking
- Deliverability and suppression list management
- Campaign and automation analytics
Industries and experience.
Four active, ongoing client relationships plus additional project experience across other industries.
Engagement Options
Every engagement is customized around your current systems, business model, customer journey, and growth goals. After reviewing your requirements, I will recommend the right scope, implementation plan, and investment.
For businesses that need a specific system designed, built, and launched.
Projects may range from a focused workflow to a complete revenue operations infrastructure.
- CRM and pipeline architecture
- Lead capture and appointment booking
- SMS and email automation
- Email marketing systems
- AI chatbots and voice agents
- Abandoned-cart recovery
- Customer support and ticketing workflows
- Funnels and landing pages
- Tracking, integrations, and reporting
Each project is scoped individually based on its complexity, number of workflows, platforms, integrations, locations, and implementation requirements.
Request a Project Scope →For businesses that need selected marketing channels or systems continuously managed and optimized.
You choose which parts of the system I run each month.
- CRM and automation management
- Meta or Google Ads management
- Email marketing
- Chatbot and AI-system monitoring
- Abandoned-cart optimization
- Lead follow-up optimization
- Funnel improvement
- Reporting and system maintenance
Your monthly scope includes only the services agreed upon in your proposal and can expand as your business grows.
Request a Monthly Scope →For businesses that need one strategic partner to connect and manage customer acquisition, CRM, automation, funnels, follow-up, retention, and conversion optimization.
One partner accountable for how the whole system performs.
- Growth and campaign strategy
- Paid advertising
- CRM and pipeline management
- SMS and email automation
- Email marketing
- Appointment booking or e-commerce recovery workflows
- Landing pages and funnels
- AI chatbot or voice-agent systems
- Performance reporting
- Continuous testing and optimization
The partnership is customized according to the business model, number of channels, system complexity, communication volume, creative requirements, locations, and level of strategic involvement.
Discuss a Partnership →How Pricing Works
Share Your Requirements
You walk me through your current systems, the challenges you are running into, and the outcomes you need.
I Review the Scope
I review the scope, workflows, integrations, and ongoing requirements to understand what the build actually involves.
You Receive a Proposal
You receive a clear proposal with deliverables, timeline, and investment, so nothing is open-ended.
Work Begins
Work begins only after the scope is agreed upon.
Not Sure Which Option Fits?
Need one system built? Ongoing management for CRM, ads, email, or automation? Or a complete growth partner? Send over your current setup and priorities and I will recommend the right scope.
Request a Custom ScopeAdvertising spend, third-party software subscriptions, and usage-based SMS, email, phone, and AI charges are separate unless specifically included in the proposal.
Before you reach out.
Both, though I'm built for long-term partnerships. I work as a fractional growth and revenue operations partner, not a set-it-and-leave vendor, and most of my work turns into ongoing management once the initial system is live. My longest client relationship is 10+ years. That said, I'm happy to scope one-time implementations or smaller short-term projects too.
Yes. You work directly with me from strategy through implementation and ongoing optimization. I have a small team supporting execution, all trusted family members I personally trained, not outsourced freelancers or a third-party agency. I lead the strategy, system architecture, and quality control on every project.
Yes. I manage Meta and Google Ads as part of a complete business system. Advertising works best when connected to your CRM, follow-up automation, website, funnels, and customer journey.
Yes. GoHighLevel is my primary platform for CRM, automation, AI, funnels, websites, pipelines, calendars, SMS, email marketing, and customer journey management.
Yes. I integrate GoHighLevel with Shopify, WooCommerce, Stripe, Calendly, Zapier, Make.com, Facebook, Google, and many other business tools depending on your workflow.
No. Every project is quoted as a fixed price based on a defined scope, so you know the investment upfront before work begins. Ongoing management is billed as a fixed monthly fee, not by the hour.
Timelines depend on scope, but most one-time system builds are completed within a few weeks of kickoff. Ongoing management typically starts within the first week once access and goals are confirmed. Exact timing is confirmed during the scope conversation before work begins.
No. I regularly audit and improve existing systems rather than rebuilding from zero. If something is already working, it gets kept and connected into the rest of the system. If something is broken or missing, that's what gets built or fixed.
First, a scope conversation to understand your current setup, goals, and requirements. Then I provide a fixed project scope and price. Once confirmed, I build and test the system, walk you through it, and launch. If you choose ongoing management, ongoing optimization continues from there.
Yes. Access to your ad accounts, CRM, and business data is used only for the work agreed upon and is not shared with anyone outside my small trusted team. This matters especially for healthcare and financial clients, and I treat it accordingly.
The case studies shown are examples, not the limits of what I can do. The underlying systems, CRM architecture, automation, lead follow-up, revenue tracking, apply across industries. If you're unsure whether your business fits, that's exactly what the scope conversation is for.
Yes. A one-time system build is a common way to start working together before committing to ongoing management. It lets you see how I work on a defined, lower-risk engagement first.
The fastest way to start is through Upwork, where all project scoping, contracting, and payment happen.
Hire Me on Upwork →Let's build something that
grows with your business.
Connect your store, customer data, campaigns, and follow-up into one system designed to recover revenue and increase customer lifetime value. This website is provided as a work sample.
Hire Me on Upwork →Fixed-price setup · Ongoing management available · You work directly with me