Portfolio
Real Systems. Real Results.
Every project here shows the exact problem, what I built, and the measurable outcome. Here is what working with me actually looks like.
CASE STUDY 01Business ConsultingUnited States
Exit-Ready Solutions
RESULT
Zero manual follow-ups
Leads auto-scored, routed, and nurtured for 6 months. Team only shows up for booked calls.
Nurture duration: 6 monthsAssessment pillars: 6 pillars, 20 QsCampaign tiers: 3 tiers auto
BEFORE
Leads tracked in spreadsheets manually
No scoring, every lead treated the same
Follow-ups forgotten or delayed
Zero pipeline visibility for owner
AFTER
20-question scorecard with instant result card
Leads auto-scored by pillar weakness
3-tier nurture runs for up to 6 months
Email health protected via error handling
WHAT WE BUILT
Scorecard engine (6 pillars)Instant result cardLead magnet funnels3-tier nurture campaignsCalendar managementError handling systemEmail warmupA2P SMS approvalLead priority scoring
GHL CRMAutomationLead ScoringNurtureCalendar
CASE STUDY 02Business ConsultingUnited States
Oxford Highland Advisors
RESULT
Full pipeline visibility, zero manual effort
Every deal stage tracked. Calendar runs on autopilot. Leads nurtured for 6 months without a single manual touch.
BEFORE
No CRM, deals managed from memory
Client communication entirely manual
No follow-up system, leads went cold
Email domain not set up properly
AFTER
Full pipeline with every stage tracked
Calendar handles cancel, reschedule, no-show
6-month automated nurture sequence live
Domain, email, A2P fully configured
WHAT WE BUILT
Full pipeline managementCalendar automationCancel / reschedule / no-show flows6-month nurture sequenceDomain and email setupA2P approvalError handling
PipelineCalendarNurtureEmail SetupA2P
CASE STUDY 03SaaS / AgencyUnited States
WideNet Consulting
RESULT
Agency owns their full GHL environment
Clean architecture, full data control, all sub-accounts and client data migrated without loss.
BEFORE
Locked inside a third-party white-label account
No ownership of their GHL environment
Data, invoices, pipelines all scattered
Sub-accounts with no clean structure
AFTER
Own branded GHL agency account set up
All sub-accounts migrated end-to-end
Invoices, documents, pipelines all transferred
Scalable, clean architecture in place
WHAT WE BUILT
GHL agency account setupFull sub-account migrationData and invoice transferPipeline migrationWhite-label architecture
GHL MigrationAgency SetupWhite LabelSub-Accounts
CASE STUDY 04Death Tech / EducationUnited States
Endevo.life
RESULT
14 plus sources unified, dead leads revived
Broken system rebuilt from ground up. B2B and B2C fully separated. Old leads re-entered nurture. Single dashboard for everything.
Lead sources unified: 14 plusPipelines built: B2B and B2COld leads: Revived
BEFORE
14 disconnected sources, no central system
Automations randomly breaking everywhere
B2B and B2C leads mixed with no separation
VA managing chaos with no real architecture
AFTER
Full system audit and architecture rebuilt
All 14 plus sources centralized into one pipeline
Separate B2B and B2C nurture journeys
Looker Studio dashboard for full visibility
WHAT WE BUILT
Full system audit14-source centralizationB2B pipelineB2C pipelineDead lead revivalCentralized calendarLooker Studio dashboard
System AuditMulti SourceB2B and B2CLead RevivalDashboard
CASE STUDY 05Education / ImmigrationOntario, Canada
Future Bridge Learning
RESULT
40 to 50 daily leads, fully on autopilot
Agents only make calls and check tasks. Zero leads fall through. After-hours covered. Stakeholders see live data.
Daily leads handled: 40 to 50 per dayAgent teams: 3 teamsCalendar flows: 5 automations
BEFORE
40 to 50 Meta leads per day managed manually
No agent assignment causing team confusion
After-hours leads completely dropped
Stakeholders had zero pipeline visibility
AFTER
Dynamic agent assignment on every lead
Task breach alerts push agents to act on time
After-hours auto-message and booking link sent
Custom stakeholder dashboard live
WHAT WE BUILT
Dynamic agent assignment5-flow calendar systemTask breach alertsAfter-hours messagingEducational nurtureDocument request flowStakeholder dashboard
Meta Ads PipelineAgent ManagementCalendarDashboardNurture
CASE STUDY 06Healthcare / InsuranceUnited States
Get Pivot Health via Unified Systems
RESULT
4-team system, zero data leakage
Sensitive client data fully secured across teams. Billing automated. Leadership has live profit visibility through one dashboard.
Teams connected: 4 teamsSub-accounts built: 4 accountsData security: Role-based
BEFORE
4 teams working with no connected system
Sensitive banking data visible to all agents
Monthly billing reminders done manually
No real-time view of revenue or pipeline
AFTER
4 sub-accounts, each team sees only their data
Sensitive fields auto-hide after approval
Payment reminders automated 3 to 4 days prior
Looker Studio profit and pipeline dashboard
WHAT WE BUILT
4-sub-account GHL architectureWebhook data routingRole-based data visibilityAuto field hidingPayment reminder systemGoogle Sheets syncLooker Studio dashboard
Multi Team GHLData SecurityWebhooksBillingDashboard
CASE STUDY 07Art and Sculpture SalesAustralia
Main Artery
RESULT
GHL funnel and custom AI engine, fully live
End-to-end system built from scratch. Funnel, automations, custom RAG-based AI model, and analytics dashboard all operational.
Reminder touchpoints: 3 per bookingAI system: RAG plus RLHFAutomation flows: 15 plus built
BEFORE
Leads not converting, no funnel or system
AI content scattered in chat logs and voice calls
No reminder system, no-shows untracked
Zero analytics or performance reporting
AFTER
Multi-step Meta funnel with video tracking live
Custom RAG AI model and RLHF feedback system
Full reminder system (1 day / 1 hour / 15 min)
Looker Studio dashboard and monthly auto-reports
WHAT WE BUILT
Meta-integrated GHL funnelMulti-step survey flowVideo engagement trackingExit-intent popup10DLC and SMS complianceManual lead migrationBehavior-based automationsOwner notification systemRAG knowledge baseFine-tuned OpenAI modelRLHF feedback loopFlask admin UIGHL webhook integrationGoogle Sheets analyticsLooker Studio dashboardMonthly auto-reports
GHL FunnelCustom AIRAG and RLHFAutomationAnalyticsDigitalOcean