CRM Systems · Automation · AI Workflows
CRM automation, AI workflows and conversational experiences designed to help businesses capture opportunities without relying on manual processes.
Lead pipeline · Live
Auto
New lead
Captured
Qualified
Nurtured
Booked
A live sketch of the capture → qualification → follow-up → appointment flow running inside a typical client system.
01
Capture
02
Qualification
03
Follow-up
04
Appointment
01What I do
Leads arrive from websites, social media, forms and campaigns. Without a structured system behind them, opportunities get lost in inboxes, spreadsheets and forgotten follow-ups.
I design the systems behind the customer journey — connecting CRM pipelines, automated follow-ups, conversational tools and AI workflows so businesses can respond faster and operate with less manual work.
02Follow the lead
Lead record
01 / 06
New lead
Website inquiry received. Name, contact and interest land in one place instead of an inbox.
A CRM record is created instantly. The lead is assigned, tagged and timestamped — nothing to copy over.
Automated conversation asks the questions that matter — budget, need, timeline — and scores the answers.
Follow-up runs on its own across SMS and email. Replies are handled; silence triggers the next touch.
The qualified lead books straight into the calendar. Reminders go out; no-shows drop.
The pipeline updates itself. The business sees a qualified opportunity with full history attached.
03Selected work
01Real Estate
CRM & Automation Specialist
One CRM that captures every inquiry, qualifies buyers and sellers, and books viewings without chasing.
Outcome
A structured lead journey that reduces manual lead handling and creates a consistent follow-up process — no inquiry waits on a callback anymore.
02Content / Creator Economy
ManyChat Automation Specialist
Turns comment sections and DMs into qualified opportunities on autopilot.
Outcome
A repeatable system for turning audience engagement into structured conversations — every comment becomes a tracked opportunity instead of noise.
03Business Intelligence / Operations
Automation Specialist
Transforms scattered business activity into organized information and actionable insight.
Outcome
A clearer operational view of business activity and a stronger foundation for automated decision-making.
04Marketing Agency
Automation & CRM Specialist
An agency lead pipeline where AI does the triage and the team does the closing.
Outcome
A more connected lead-management workflow with fewer repetitive manual tasks — the team touches leads that matter instead of moving data.
04What I build
05About
My work sits at the intersection of CRM, marketing automation and business development. I started from a broader virtual-assistance and business-support background before moving deeper into automation and CRM systems — so I approach technology from the operational problem first, not the tool.
06Experience
2021 — 2022
CRM organization · Research · Client support
2022 — 2023
Lead management · Content · Administrative systems
2023 — 2024
Lead generation · CRM workflows · Pipeline management
2024 — 2025
GoHighLevel · Funnels · Workflows · Integrations
2025 — Present
GoHighLevel · ManyChat · n8n · AI workflows
07Social proof
“Saga understood the operational problem before jumping into the automation. The final workflow gave us a much clearer way to manage incoming leads.”
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08Contact
Tell me what’s happening today, where the process breaks down, and what you’d like to happen instead. I’ll reply with honest thoughts on whether a system can fix it.