Agency CRM Operations & Multi-Client Support
A growing agency needed a reliable back-end operator to manage multiple GoHighLevel client accounts, resolve tickets, and keep workflows running smoothly.
I help agencies and businesses organize their CRM, automate lead follow-up, optimize pipelines, and build scalable customer journeys using GoHighLevel. With 3+ years of hands-on experience across funnels, workflows, client onboarding, and AI-driven automation, I turn scattered systems into reliable revenue engines.

3+ Years
GHL Experience
Multi-Account
Agency Operations
3+ Years
GHL Experience
Multi-Account
Agency Operations
Workflow & Funnel
Expertise
5-Star
Upwork Reviews
Real GoHighLevel implementations across agencies and service businesses. Screenshots and results are shown only where verified material is available.
A growing agency needed a reliable back-end operator to manage multiple GoHighLevel client accounts, resolve tickets, and keep workflows running smoothly.
Leads were entering the CRM but follow-up was inconsistent, causing prospects to go cold before sales could engage.
The client needed a professional, conversion-focused online presence integrated directly with their CRM and follow-up systems.
I needed a professional online presence that clearly presents my GoHighLevel services, automation workflows, and client results to potential clients.
Every service below is backed by real work — no tools I haven't used, no outcomes I can't prove.
Custom fields, tags, pipelines, and account configuration that keep data actionable.
Triggers, conditions, wait steps, If/Else logic, and automated follow-up sequences.
Conversion-focused GHL funnels, lead capture forms, surveys, and full website builds.
Lead routing, opportunity stages, and stage automation that keep deals moving.
Booking systems, confirmations, reminders, and no-show follow-up.
Nurture and customer communication delivered at the right moment.
Third-party integrations, APIs, webhooks, and AI chatbot setups.
Client onboarding, Loom walkthroughs, documentation, and ongoing support.
Systems I've built and optimized for real clients — mapped as trigger, automation, and business outcome.
Trigger
Form, landing page, or chatbot submission
Automation
Instant email/SMS reply plus internal alert to the right owner
Outcome
Leads answered in minutes, not hours
Trigger
Lead enters a nurture tag or pipeline stage
Automation
Multi-step campaign with wait steps and If/Else branching
Outcome
Cold leads stay warm without manual chasing
Trigger
Calendar booking is created
Automation
Confirmation, reminders, and no-show follow-up sequence
Outcome
Fuller calendars and fewer missed appointments
Trigger
Opportunity moves to a new stage
Automation
Stage-based tasks, owner notifications, and next-step messaging
Outcome
Deals keep moving without manual tracking
Trigger
Deal marked as won or onboarding tag added
Automation
Welcome messages, tasks, training links, and scheduled check-ins
Outcome
Consistent onboarding with zero manual setup
Trigger
Inbound chat or message from a prospect
Automation
AI/chatbot qualifies, answers FAQs, and routes hot leads
Outcome
Faster qualification and less repetitive work
Trigger
Missed call or skipped appointment
Automation
Automatic text-back and re-engagement sequence
Outcome
Opportunities recovered instead of lost
Trigger
Ongoing campaign and pipeline activity
Automation
Dashboards, reports, and campaign analytics
Outcome
Clear visibility into what is actually working
Verified 5-star reviews from Upwork clients, shown exactly as they were written.






I’m a GoHighLevel specialist with 3+ years of hands-on experience building high-converting funnels, automation workflows, CRM systems, and client onboarding processes for businesses across multiple industries.
I’ve independently managed agency operations, handled multiple client accounts, and provided back-end support including troubleshooting, ticket resolution, workflow optimization, and system updates. I’m comfortable owning a project end to end — from discovery and build to testing, documentation, and Loom-based handoff.
My background blends marketing, operations, and automation. I focus on improving customer journeys, lead management, and business processes through smart automation, AI tools, and chatbot integrations that streamline communication and improve conversion.
A compact view of roles tied to GoHighLevel, CRM automation, and client operations.
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Only tools confirmed by my CV and project experience.
I don’t just advise — I build, test, and deploy workflows, funnels, and CRM systems directly inside GoHighLevel.
Clean fields, tags, pipelines, and automations that make your data useful instead of overwhelming.
I look for repetitive tasks and design workflows that reduce manual work and speed up response times.
Workflows are tested end to end so they behave correctly when real leads and customers flow through.
Your team gets recorded explanations and written notes, not just a finished build they don’t understand.
Comfortable owning projects, resolving tickets, and managing multiple client accounts with minimal supervision.
I help agencies and businesses tighten up their CRM, automate follow-up, build funnels, and keep GHL operations running smoothly. Pick whichever channel suits you.