Jeremy R.

AI Workflows & CRM Automation | GoHighLevel & Business Systems

Your business has outgrown workflows that depend on you to keep everything moving. You need connected systems that follow up with leads, move work between people, and put AI to use where it can make a practical difference. “Jeremy quickly grasped the nuances of our market, generated strong original ideas, and coached us on a more effective sales approach that greatly improved our presentation.” — Jay, Founder, B2B Healthcare & Education Technology Company You may already know what needs fixing: a GoHighLevel workflow, an unreliable handoff, or a process your team repeats manually every week. You may also need help deciding where AI would be useful and what to build first. I help you work through those decisions and lead implementation, from discovery and workflow design through testing and team handover. Projects can include: • AI-assisted workflows for research, drafting, and internal knowledge, with human review at the right steps • GoHighLevel and CRM automation for lead capture, routing, follow-up, and appointments • Connected workflows across sales, onboarding, and client delivery • Process redesign, implementation priorities, and documentation your team can use My experience combines marketing strategy, CRM automation, and AI system development. My Upwork feedback includes five-star reviews for GoHighLevel automation, funnel work, and a $4,000 marketing strategy engagement. My AI work includes developing a Claude Code agent system incorporating organizational knowledge, scheduled evaluations, custom rubrics, and human approval gates. You work directly with me on discovery, strategic decisions, communication, and final QA. We start with one workflow and define what a successful improvement would look like. Then we agree on the scope, build and test the system, and help your team take ownership. If discovery reveals a larger opportunity, you get a clear recommendation before committing to additional work. Tell me what your team keeps doing manually, where work gets stuck, or what you want your existing tools to handle better.