Customer Request Management System
Built a centralized system in Airtable to capture, track and manage customer inquiries with automated notifications and priority based workflow tracking.
AirtableAirtable Automations
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Systems built around real business problems — from diagnosis to deployment.
Built a centralized system in Airtable to capture, track and manage customer inquiries with automated notifications and priority based workflow tracking.
Designed a deal flow management system for a startup investment team to centralize submissions from Typeform and manual sourcing with automated pipeline creation for accepted deals.
Built a 9 stage repair pipeline to manage remedial work packages across a residential apartment complex with 8 automations, 5 views and a real time dashboard for building owner visibility.
Designed a two board CRM for a business acquisition team to manage outreach, track prospects and monitor broker relationships with 4 automations and Gmail integration.
Implemented a structured contact management system in GoHighLevel with full CSV data migration, field mapping and three Smart Lists to segment contacts by lead source and intent.
Built a production management system that replaced scattered client communication with a centralized workspace, automated notifications and a client portal for video reviews and approvals.
Built a five department project tracking system in Monday.com with executive dashboards, 25 automations and standardized workflows giving leadership real time visibility across the entire organization.
Built an end-to-end lead management system in GoHighLevel that captures website inquiries, creates contacts and pipeline opportunities, and runs automated email and SMS follow-up so no prospect drops off.
Built an end-to-end Zapier workflow that generates branded service reports, converts them to PDF and delivers them to clients automatically — triggered by a single status update in Notion.
Built an end-to-end lead management system that captures property inquiries, prevents duplicate records, routes requests by department and automates internal and external communication.
Built an automated lead intake and client onboarding workflow that triggers on Google Form submission — checking for duplicates, creating records across Airtable, Notion and Google Drive, and sending a personalized welcome email.
Built an automated lead follow-up system in Make.com that handles enquiry responses, CRM updates and sales team notifications without manual intervention.
Automated the process of sending next-day event reminders to every attendee by connecting Google Calendar with Gmail through Make.com.