Operations · Automation · Video Production
Operations · Automation · Video Production
What I Do Best
What I Do Best
Systems & Automation
Operations That Scale
I design automated systems that reduce manual work and grow with your business.
A speed-to-lead generation company faced a critical routing issue: free users were claiming leads faster than paying subscribers, preventing premium members from accessing the leads they paid for. This created frustration among paying customers and threatened subscription renewals.
Built an intelligent automated lead routing system that prioritized lead distribution based on subscription tier:
Auto-assigned leads to premium, pro, and basic users in priority order
Implemented time-delayed access for free users to give paying members first opportunity
Created visibility dashboards showing lead availability by tier
Customer complaints dropped dramatically - paying users now receive priority access
Subscription upgrades increased - basic users upgraded to access leads faster
Reduced churn among premium members by delivering on the value they paid for
Data-driven insights gave leadership visibility into lead flow and user engagement patterns
New customers received inconsistent onboarding experiences. The CS team manually sent contracts and setup instructions to each user, resulting in 40% of customers never completing their account setup and early churn.
Created an automated onboarding journey using workflows and integrations:
Automated contract signing and document delivery
Triggered step-by-step software walkthrough sequences
Built progress tracking with automated milestone reminders
Scheduled automated check-ins from the Customer Success team
Flagged at-risk accounts for proactive CS intervention
Onboarding completion rate jumped from 40% to 85%
CS team saved 20 hours/week previously spent on manual contract sending and follow-ups
Time-to-value improved 50% - customers activated and saw results faster
Reduced first-90-day churn by identifying and supporting at-risk accounts early
Customer Support Automation
Support team overwhelmed with 50+ monthly tickets, averaging 4-hour response times and burning out staff on repetitive inquiries.
Designed intelligent automation workflows using Go High Level and custom integrations that:
Auto-route tickets based on urgency and category
Provide instant responses to 80% of common questions
Escalate complex issues to the right team member
60% reduction in manual workload
Response time cut from 4 hours to 15 minutes
Team satisfaction improved - staff now focus on complex problems, not copy-paste responses
Handles 400+ tickets monthly with zero additional headcount
Production faced severe bottlenecks: 2-month turnaround times on training videos, no standardized process, endless revision cycles, and a team stretched across too many simultaneous projects.
Designed and implemented a streamlined production system:
Built project intake form with automatic routing to production calendar
Created templated workflows for different content types (training, promotional, social)
Standardized feedback and revision process with clear approval stages
Automated status updates to stakeholders throughout production
Turnaround time cut from 2 months to 3 weeks - 75% faster delivery
Revision cycles reduced from 4-5 rounds to 1-2 - clearer requirements upfront
Team capacity increased 3x - scaled from 3 videos/month to 10+ videos/month
Stakeholder satisfaction improved through predictable timelines and clear expectations
CRM Systems
Workflow Automation
Process Documentation
SOP Development
API Integration
Data Analytics
Systems & Automation
Operations That Scale
I design automated systems that reduce manual work and grow with your business.
A speed-to-lead generation company faced a critical routing issue: free users were claiming leads faster than paying subscribers, preventing premium members from accessing the leads they paid for. This created frustration among paying customers and threatened subscription renewals.
Built an intelligent automated lead routing system that prioritized lead distribution based on subscription tier:
Auto-assigned leads to premium, pro, and basic users in priority order
Implemented time-delayed access for free users to give paying members first opportunity
Created visibility dashboards showing lead availability by tier
Customer complaints dropped dramatically - paying users now receive priority access
Subscription upgrades increased - basic users upgraded to access leads faster
Reduced churn among premium members by delivering on the value they paid for
Data-driven insights gave leadership visibility into lead flow and user engagement patterns
New customers received inconsistent onboarding experiences. The CS team manually sent contracts and setup instructions to each user, resulting in 40% of customers never completing their account setup and early churn.
Created an automated onboarding journey using workflows and integrations:
Automated contract signing and document delivery
Triggered step-by-step software walkthrough sequences
Built progress tracking with automated milestone reminders
Scheduled automated check-ins from the Customer Success team
Flagged at-risk accounts for proactive CS intervention
Onboarding completion rate jumped from 40% to 85%
CS team saved 20 hours/week previously spent on manual contract sending and follow-ups
Time-to-value improved 50% - customers activated and saw results faster
Reduced first-90-day churn by identifying and supporting at-risk accounts early
Customer Support Automation
Support team overwhelmed with 50+ monthly tickets, averaging 4-hour response times and burning out staff on repetitive inquiries.
Designed intelligent automation workflows using Go High Level and custom integrations that:
Auto-route tickets based on urgency and category
Provide instant responses to 80% of common questions
Escalate complex issues to the right team member
60% reduction in manual workload
Response time cut from 4 hours to 15 minutes
Team satisfaction improved - staff now focus on complex problems, not copy-paste responses
Handles 400+ tickets monthly with zero additional headcount
Production faced severe bottlenecks: 2-month turnaround times on training videos, no standardized process, endless revision cycles, and a team stretched across too many simultaneous projects.
Designed and implemented a streamlined production system:
Built project intake form with automatic routing to production calendar
Created templated workflows for different content types (training, promotional, social)
Standardized feedback and revision process with clear approval stages
Automated status updates to stakeholders throughout production
Turnaround time cut from 2 months to 3 weeks - 75% faster delivery
Revision cycles reduced from 4-5 rounds to 1-2 - clearer requirements upfront
Team capacity increased 3x - scaled from 3 videos/month to 10+ videos/month
Stakeholder satisfaction improved through predictable timelines and clear expectations
CRM Systems
Workflow Automation
Process Documentation
SOP Development
API Integration
Data Analytics
Production Portfolio
50+
Hours of Content
100+
Projects Delivered
10+
Years Production
Production Portfolio
50+
Hours of Content
100+
Projects Delivered
10+
Years Production
2023 - 2025
Operations and Automation Specialist
CHT Group
Led the development of automated systems across multiple business units. Designed workflows that reduced workload for customer support while improving accuracy and speed.
2021 - 2023
Production Manager
CHT Group
Managed a team of videographers and editors. Oversaw project timelines, content scheduling, and production quality across multiple brands.
2020 - 2021
Video Producer
CHT Group
Produced 50+ hours of training content for real estate professionals. Shot, edited, and delivered courses, promo videos, ads, and marketing content.
2018 - 2020
News Video Editor
One America News Network
Edited daily news packages under tight deadlines. Collaborated with writers and anchors to shape broadcast content including Tipping Point and After Hours.
2023 - 2025
Operations and Automation Specialist
CHT Group
Led the development of automated systems across multiple business units. Designed workflows that reduced workload for customer support while improving accuracy and speed.
2021 - 2023
Production Manager
CHT Group
Managed a team of videographers and editors. Oversaw project timelines, content scheduling, and production quality across multiple brands.
2020 - 2021
Video Producer
CHT Group
Produced 50+ hours of training content for real estate professionals. Shot, edited, and delivered courses, promo videos, ads, and marketing content.
2018 - 2020
News Video Editor
One America News Network
Edited daily news packages under tight deadlines. Collaborated with writers and anchors to shape broadcast content including Tipping Point and After Hours.
951-719-9343
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