Ryan C

CRM & Automation Specialist

Aug 2026 - Present • 2 mos

I help businesses improve the way they manage leads, customers, sales processes, and day-to-day operations by building CRM systems and automated workflows around the tools they already use. My work has included setting up and customizing platforms such as GoHighLevel, HubSpot, Pipedrive, Zoho CRM, and Salesforce, depending on the client's business and existing setup. I have built CRM pipelines, lead capture systems, forms, custom fields, automated follow-ups, email and SMS workflows, appointment calendars, task assignments, notifications, and customer journeys. I connect these systems with tools such as Zapier, Make, n8n, Google Sheets, Typeform, Jotform, Calendly, Gmail, Slack, Twilio, Mailchimp, Klaviyo, ActiveCampaign, and other business applications. The goal is always to make the client's process easier to manage. Instead of manually moving leads between platforms, updating records, sending repetitive messages, assigning tasks, or checking whether an appointment has been followed up, I build workflows that handle these steps automatically. This helps clients keep their customer information organized, respond more consistently, reduce repetitive administrative work, and create a smoother process from lead capture through follow-up and conversion. I also troubleshoot existing automations, identify workflow bottlenecks, connect disconnected systems, and improve processes when a client's current setup is no longer efficient.

GoHighLevel Automation Specialist

Aug 2026 - Present • 2 mos

I help businesses use GoHighLevel as a central system for managing leads, communication, appointments, sales pipelines, and follow-up. My work includes building and customizing GoHighLevel CRM setups around the way each business actually operates rather than simply installing a generic template. I have worked with GoHighLevel pipelines, opportunities, workflows, forms, surveys, calendars, triggers, campaigns, email, SMS, lead nurturing, appointment booking, and automated follow-up. I also connect GoHighLevel with external platforms and services such as Zapier, Make, n8n, Twilio, Calendly, Gmail, Google Calendar, Typeform, Jotform, Slack, QuickBooks, Stripe, and other business tools. For appointment-based businesses, I build workflows that can capture a lead, qualify or segment the contact, schedule an appointment, send confirmations and reminders, update the CRM, notify the appropriate team member, and trigger follow-up after the appointment. I have also worked with AI and voice automation tools such as Vapi, OpenAI, and ElevenLabs to create more automated customer communication and appointment-booking workflows. The main objective is to remove unnecessary manual work for the client. By connecting their lead generation, CRM, communication, calendar, and follow-up processes, I help create a system where information moves automatically and leads receive timely responses without the business having to manage every step manually. I also help troubleshoot broken workflows, integration issues, triggers, webhooks, and third-party connections when an existing GoHighLevel system is not working as expected.

Business Systems Integration Specialist

Aug 2026 - Present • 2 mos

I help businesses connect the different software they depend on so their systems can share information and work together instead of operating in separate silos. My integration work covers CRM, e-commerce, accounting, marketing, forms, communication, scheduling, project management, and other operational platforms. I have connected systems such as GoHighLevel, HubSpot, Pipedrive, Shopify, Airtable, QuickBooks, Xero, Stripe, Google Sheets, Typeform, Jotform, Mailchimp, Klaviyo, Calendly, Gmail, Slack, Twilio, and other business applications using Zapier, Make, n8n, APIs, webhooks, and native integrations. For example, I can connect a website form or lead source to a CRM, automatically create or update the contact, assign the lead to the right pipeline or team member, trigger an email or SMS response, schedule an appointment, send internal notifications, and pass relevant information to another system such as QuickBooks or Airtable. This eliminates repetitive copy-and-paste work and helps clients keep their information synchronized across the tools they use every day. I also work on CRM migrations and data movement between platforms, helping clients organize existing records and rebuild important workflows when moving from one system to another. Where an existing automation is unreliable, I troubleshoot the connection, review the workflow logic, identify where information is being lost or duplicated, and improve the process. My focus is not simply connecting two applications. I look at the client's complete workflow and build integrations that solve the actual business problem, improve efficiency, and make their technology stack easier to manage as the business grows.