Jose Antonio Z.

Marketing PM & Strategist | CRM | SMM & Paid Media | AI

I’m a Project & CRM Systems Strategist who helps service businesses, agencies, and experts turn chaotic marketing and operations into clear, repeatable systems. Over the last 9+ years, I’ve led growth, marketing, and CRM implementations across consulting firms, digital agencies, SMEs, and national organizations. I blend growth marketing, CRM architecture, and process design to improve lead flow, conversion, and customer retention. I’ve managed multi-client delivery with teams of up to 10 people and coordinated ad spend and public budgets above $100K. I’m comfortable moving between strategy and execution: from funnel design and campaigns to automation maps, API integrations, and internal SOPs. Along the way, I’ve mentored 30+ entrepreneurs and trained teams so systems actually get adopted, not just installed. Key Skills & Expertise ⭐Strategic Growth & Marketing Leadership⭐ I design data-informed growth strategies that connect acquisition, retention, and monetization instead of treating them as separate projects. My background spans traditional and digital marketing, allowing me to adapt to different industries and maturity levels. The goal is always the same: measurable uplift in leads, revenue, and customer lifetime value. ⭐CRM & GoHighLevel Architecture⭐ I design and implement CRM/GoHighLevel-based systems (often white-label) that reflect real business processes, not just “pretty pipelines”. That includes funnels, automations, pipelines, campaigns, booking flows, and API-based integrations with existing tools. I focus on making the system intuitive so the team can actually run the business from it. ⭐Project & Operations Management⭐ I manage complex, multi-stakeholder projects from scoping to launch and optimization. That includes timelines, capacity planning, work breakdown, and clear ownership so nothing falls through the cracks. I’m used to reporting to leadership, sponsors, and boards in a structured, no-drama way. ⭐Funnels, Ads & Performance Marketing⭐ I’ve managed $100K+ in paid media (mainly Meta + Google) across multiple clients and funnels. I can help you connect campaigns to your CRM, tracking, and follow-up so ad spend translates into booked calls and sales. My focus is performance and attribution, not vanity metrics. ⭐Automation, Processes & Documentation⭐ I design workflows and automations that save teams dozens of hours per week while keeping humans in control when needed. I create SOPs, process maps, and documentation that make onboarding and scaling much easier. The result: fewer bottlenecks, clearer accountability, and better use of your tools. ⭐Training, Facilitation & Change Management⭐ I’m an experienced mentor and trainer who has impacted 2,000+ entrepreneurs and given direct mentoring to 30+ entrepreneurs. I help teams understand not just *what* to do in a system, but *why* the process is designed that way. That reduces resistance to change and increases long-term adoption. ⭐Client & Stakeholder Communication⭐ I’m used to working with founders, managers, technical teams, and non-technical staff. I translate “business speak” into technical requirements and back again, keeping everyone aligned. Clear expectations, frequent check-ins, and honest communication are non-negotiable for me. 🛠Tools & Platforms I Work With 🛠 ✅CRM & Marketing Systems: GoHighLevel (white-label), HubSpot, Email & SMS automations, custom API integrations. ✅Project & Work Management: ClickUp, Monday, Asana, Google Workspace (Docs, Sheets, Slides), internal knowledge bases and libraries. ✅Ads & Analytics: Meta Ads Manager, Google Ads, Facebook Business Manager, basic Google Analytics and tracking setup. ✅Automation & Data: n8n, Zapier, webhooks, spreadsheets for reporting and data-driven decision making. ✅Collaboration & Communication: Slack, Zoom/Meet, Loom for async explanations and training. 🎯Areas of Specialization🎯 ◽Service-based businesses and agencies (marketing, consulting, professional services). ◽Health, medical, and wellness: clinics, medical specialists, wellness coaches, and programs. ◽Sports organizations & federations: sponsorships, events, and competition structures. ◽B2B consulting, SaaS, and software-enabled businesses. ◽Early-stage entrepreneurs and small business owners needing structure around their marketing and operations. If you’re looking for someone who can own the project, speak both “business” and “tech”, and leave you with systems that actually work, let’s talk. Send me a message with a brief description of your project, and I’ll tell you honestly if I’m a good fit and what a possible next step could look like.