●CRM-Driven Executive Assistant●120+ Clients Served●Top-Rated Operator on Upwork●6 Years of Performance Media●$8.2M+ Pipeline Influenced●Replies in < 4 Business Hours●Zoho · GoHighLevel · HubSpot●Meta · Google · TikTok Ads●CRM-Driven Executive Assistant●120+ Clients Served●Top-Rated Operator on Upwork●6 Years of Performance Media●$8.2M+ Pipeline Influenced●Replies in < 4 Business Hours●Zoho · GoHighLevel · HubSpot●Meta · Google · TikTok Ads
The Archive

Selected US engagements demonstrating technical depth across CRM migration, infrastructure, and web redesign.

[CASE-01]
Whitman Legal Group · Dallas, TX

Zoho → GoHighLevel Migration

−74% manual entry

Re-architected a fragmented Zoho instance into a unified GHL pipeline with preserved historical data and live two-way sync to Squarespace forms.

CRM MigrationZohoGHLWebhooks
[CASE-02]
Park Wealth Advisors · Chicago, IL

Executive Squarespace Redesign

+212% intake bookings

Replaced a dated marketing site with a conversion-led Squarespace build, integrated calendar, and qualified-only intake routing.

Web DesignSquarespaceBooking
[CASE-03]
Bennett B2B Services · Atlanta, GA

Always-On Lead Engine

$0 → $84K MQL pipeline / 90d

Stood up Meta + Google Ads campaigns wired into GoHighLevel with lead scoring, routing, and multi-touch nurture sequences.

Meta AdsGoogle AdsGHL
[CASE-04]
Reynolds Marketing Co. · Denver, CO

Operations Control Tower

1 dashboard, 6 systems

Built a single operations dashboard aggregating CRM, web analytics, ad spend, and SLA metrics for executive review.

InfrastructureReportingMake
Website Portfolio

Squarespace and custom builds shipped for US clients. Two open slots remaining this cycle.

[WEB-01]Live
Coleman Consulting · Austin, TX
Brand site, booking, member portal
Stack: Squarespace 7.1 + Custom CSS
[WEB-02]Live
Foster Creative · Brooklyn, NY
Portfolio site + lead capture
Stack: Squarespace + GHL forms
[WEB-03]Live
Whitman Legal Group · Dallas, TX
Firm site, intake routing
Stack: Squarespace + Calendly + Zoho
[WEB-04]Live
Park Wealth Advisors · Chicago, IL
Marketing + qualified intake
Stack: Squarespace 7.1 + Stripe
[WEB-05]Open
Reserved Slot · Q3
Available — 6-week build window
Stack: —
[WEB-06]Open
Reserved Slot · Q4
Available — Sprint or Architecture engagement
Stack: —
Website Showcase

Recent live site builds — coaching, wellness, executive, and clinical verticals.

Michelle Hayman — Coaching
Michelle Hayman — Coaching
Editorial / Wellness
// LIVE
ASMindsFly — Trauma & Healing
ASMindsFly — Trauma & Healing
Practitioner / Dark
// LIVE
Transform University — Keynote
Transform University — Keynote
Executive / Premium
// LIVE
Bath Denture Service
Bath Denture Service
Clinical / Local
// LIVE
CRM Portfolio

Zoho, GoHighLevel, and HubSpot deployments. Each engagement includes documentation and 30-day stewardship.

[CRM-01]Live
Bennett B2B Services · Atlanta, GA
Pipeline, lead scoring, nurture
Platform: GoHighLevel
[CRM-02]Live
Whitman Legal Group · Dallas, TX
Migration + dual-write bridge
Platform: Zoho One → GHL
[CRM-03]Live
Reynolds Marketing Co. · Denver, CO
Reporting & ad-spend automation
Platform: HubSpot + Make
[CRM-04]Live
Coleman Consulting · Austin, TX
Snapshot, calendars, SMS sequences
Platform: GoHighLevel
[CRM-05]Open
Reserved Slot · Q3
Available — Zoho or GHL build
Platform: —
[CRM-06]Open
Reserved Slot · Q4
Available — full-stack rebuild
Platform: —
CRM & Automation Workflows

Live workflows, automations and dashboards I've built across GoHighLevel, HubSpot, Zoho and HoneyBook.

GoHighLevel Email Workflow
GoHighLevel Email Workflow// VIEW
GoHighLevel Automation Trigger
GoHighLevel Automation Trigger// VIEW
HoneyBook Client Intake Workflow
HoneyBook Client Intake Workflow// VIEW
Zoho Email Marketing Automation
Zoho Email Marketing Automation// VIEW
Zoho Campaign Workflow
Zoho Campaign Workflow// VIEW
Zoho Re-engagement Automation
Zoho Re-engagement Automation// VIEW
HubSpot Email Sequence
HubSpot Email Sequence// VIEW
HubSpot Multi-Branch Nurture
HubSpot Multi-Branch Nurture// VIEW
HubSpot Sales Dashboard
HubSpot Sales Dashboard// VIEW
HubSpot Analytics Dashboard
HubSpot Analytics Dashboard// VIEW
Results that compound

Performance, profitability, and measurable signal — engineered, not guessed.

01
3.2x
ROAS increase for an eCommerce brand
02
42%
Lower CPA after Meta ads restructure
03
5,000+
Leads generated across industries
04
40–70%
Engagement growth via social content
05
$500 → $10K+
Ad spend scaled with stable margins
Operating Pillars
Detail

Pixel-honest builds and field-level CRM hygiene.

Professionalism

Documentation, change logs, and weekly briefings.

Communication

Replies inside 4 business hours. Always.