Automated Webinar System
Fully self-running. Dates roll forward, leads get reported, attendance tracked. Zero manual parts. Built 2-3 times for different clients.
Real systems, real results
Every case study here is something currently in use. Not a project that got handed off and forgotten the day it launched.
Where this experience comes from
Directing the full growth engine for a B2B firm. Meta Ads campaigns, CRM and automation systems, AI-powered workflows that turn ad clicks into booked calls.
Running the full growth engine for an international import/export company. Ads bring leads in, the system makes sure none of them slip through.
Full CRM, pipeline builds, Meta Ads, automated follow-up, booking systems, and deliverability fixes for 20+ U.S. home service businesses. Every system turning traffic into calls, bookings, and qualified inquiries.
CRM builds, workflow automation, Meta Ads integration, AI chatbot and voice agent deployment, email/SMS deliverability optimization. 15+ systems built across home services, coaching, consulting, and trades.
Business operations. Home services. Jan 2022 - Present
The situation
Home service companies running on broken follow-up, no tracking, and manual processes. Leads coming in from ads and Google but no system connecting the spend to booked jobs.
What's running now
Full CRM setup. Pipeline builds. Meta Ads. Lead capture. Automated follow-up. Booking systems. Review generation. Email and SMS deliverability. Websites built from scratch. Copywriting that converts above industry average. Domains, hosting, everything. The full business operation, not just one piece of it.
Result20+ pipelines built. $10M+ in leads sitting in pipeline. Conversion rates above industry standard across HVAC, plumbing, electrical, and service businesses.
Growth Director. B2B, international clients. Sep 2025 - Present
The situation
An international firm helping clients set up and run businesses in China. The acquisition side needed to work as one connected system, not separate pieces someone had to manually stitch together.
What's running now
5 pipelines built, fed directly by Meta Ads campaigns, with AI-powered workflows moving leads through qualification and follow-up. Funnels built. Domain setup. Full business infrastructure from the ground up.
Result$1M in leads sitting in pipeline every month, at a 10% on-paper conversion rate, from Meta Ads alone.
Marketing Director. International import/export. Dec 2020 - Present
The situation
An international import/export company bringing in leads every month through paid ads and cold outreach, but with no system to guarantee any of them actually got followed up on before they went cold.
What's running now
3 pipelines fed from two sources, paid ads and cold outreach. AI chatbot handling qualification and booking. Automated follow-up making sure nothing sits untouched. Funnels built. Domain and full setup done.
Result$500K in pipeline from ads, $200K in pipeline from cold outreach. 30% conversion from the funnel. 40% more bookings since the AI chatbot went live.
Nationwide RV. Google Ads automation. Present
The situation
Leads were coming in through Google Ads, but with no automation system built around them and no reliable tracking to confirm which campaigns were actually producing results.
What was built
Funnels and a full automation system handling up to $70K in Google Ad spend worth of leads. Pipeline built to their sales cycle. UTM tracking through Google Analytics and Google Tag Manager. Domain setup and full business infrastructure in place.
Result$70K/month in ad spend fully automated. Every lead tracked from ad click to pipeline stage. Zero manual work on lead handling.
Local SEO & lead generation. Jan 2023 - Present
The situation
Homeowners were searching "HVAC repair near me" or "plumber in [city]" and these businesses weren't showing up. No Google Business Profile. No reviews pulling in calls. Competitors were getting the jobs just because they showed up first on the map.
What's running now
Google Business Profile optimized so they actually show up when someone searches. Citations built. On-page SEO ranking them for the jobs they want. Every lead from organic search tracked straight through to a booked call. Not a ranking report. Actual jobs on the calendar. 10+ companies and counting.
Local SEO is available as an add-on to any build. It's not the main system. It's what makes sure people find you in the first place.
See the systems
Every system below is a real build, currently running. Screenshots are the actual dashboards, workflows, and automations, not stock images.
AI & Automation
Fully self-running. Dates roll forward, leads get reported, attendance tracked. Zero manual parts. Built 2-3 times for different clients.
Catches leads that went cold and re-engages them automatically instead of letting them sit untouched.
Identifies revenue about to be lost. Abandoned bookings, unpaid invoices, stalled deals. Automatically works to recover it.
Goes back through leads marked "dead" and re-opens the ones still worth pursuing. Automatically.
AI Agents
The second a call is missed, a text goes out automatically. The lead hears back before they've set the phone down.
Answers, qualifies, and books directly inside the CRM. Not a bolted-on widget nobody clicks.
Handles calls and follow-up by voice automatically, including no-show recovery.
Custom agents that read data, make decisions, and take action across connected systems.
CRM & Pipeline
Every lead gets caught the moment they show up. Day or night.
Untangles a messy, duplicate-filled CRM into something usable.
Existing leads get imported and organized automatically. No manual data entry.
Fixes messages that were silently failing to arrive.
Visibility & Reputation
Google Business Profile, citations, and reviews connected to actual lead tracking.
Asks for a review at the moment a customer is happiest, then keeps the requests going automatically.
This list keeps growing. Every new system built gets added here, screenshot and all.
See it on your own numbers
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