01
CRM Structure
Pipelines, fields, ownership, and clear next steps.
My work so far.
I started with research and ecommerce, then moved into CRM, automation, and operations.
Most of my work has been close to the handoff: a lead entering a CRM, a project moving between people, or information needing to stay clear as the work changes hands.
Work history
6 roles
C4 SaaS
Revenue Operations & CRM Automation Consultant
Built the CRM, lead flow, onboarding, and follow-up systems used across client accounts.
2025 - Present
Independent Client Work
Operations & Systems Support
Supported research, reporting, QA, coordination, and workflow delivery across client projects.
2024 - 2025
Independent E-commerce Support
E-commerce Systems Support
Supported Shopify setup, product data, app connections, and day-to-day store operations.
2023 - 2024
Jocaob and Nora Aus
Product Researcher
Researched products, compared options, and organized the details needed for ecommerce decisions.
2023 - 2024
Freelance
Social Media Manager
Managed Instagram content, posting, profile updates, and routine client communication.
2022 - 2023
Freelance Family Support
SEO Assistant
Supported keyword research, content organization, and basic SEO work.
2021 - 2022
What I work on
02
Lead Flow
Capture, routing, follow-up, and handoffs.
03
Revenue Operations
The flow between demand, response, conversion, and delivery.
04
System Integration
Tools connected through native apps, APIs, and webhooks.
05
Reporting & Visibility
Dashboards and updates people can act on.
06
Process Design
Repeatable work, clear ownership, and less chasing.
Tools I use
GoHighLevel · HubSpot · Zapier · n8n · Make · ClickUp · Shopify · Twilio · Google Workspace · Slack
Related work
GoHighLevel Systems Library
Real screens from systems built for sales, marketing, onboarding, and delivery.
Zapier Workflow Library
Each workflow connects a real business process across several tools.
n8n Workflow Library
Screenshots and downloadable JSON files show how each system is put together.
C4I Operating Architecture
A working backend that can be installed and adapted without rebuilding the same structure each time.