Team at operations screens
// Operations Log

Field Portfolio

25 deployments. Multiple industries. Measurable results across every engagement.

Operations dashboard
Featured Internal SaaS / Support Infrastructure

Hot Prospector

Unified Ticket Management with AI Analytics

A custom internal SaaS platform built for an 8-person support team, unifying multi-channel ticket management across GoHighLevel and Intercom into a single operational command center with AI-powered intelligence.

// Core Systems

Unified multi-channel ticket system (GHL + Intercom)
AI-powered conversation summaries per ticket
Cached custom values for zero redundant API calls

// Analytics

Real-time dashboard: ticket counts, assignment, close rates
AI root cause analysis: at-risk clients, recurring issues
Pie charts for pain point distribution by category

// Build Intel

Lovable (frontend) + Claude Code (vibe coded)
Private GitHub repo, 3 milestones completed
8-person support team, daily active usage
GoHighLevelIntercomLovableClaude CodeGitHubAI SummariesAnalytics

// Email Marketing

Automation systems
Featured Email Marketing / Automation Strategy

Email Strategy Engine

Spiritual Coaching Brand — 18 Process Flowcharts

18 hand-crafted process flowcharts mapping the complete email strategy for a spiritual coaching brand with 3 product lines, custom 15-point engagement scoring, and lifecycle nurture sequences.

// Flow Architecture

Nurture + webinar + welcome per product
Cold lead re-engagement campaigns

// Scoring

Custom 15-point engagement scoring
Conversion sequence at threshold

// Deliverables

18 flowcharts, all manual strategy
3 product lines with dedicated flows
Email MarketingFlowchart StrategyEngagement ScoringNurture Sequences

// Pure GHL

Operations center
Featured Pure GHL / Healthcare Largest Build

Patient Journey Automation

Wellness & Regenerative Clinic — 7 Automation Folders, 3 Pipelines, ~60 Stripe Products

The most comprehensive GHL build in our portfolio — complete patient lifecycle from lead to long-term member across Weight Loss, Regenerative, and Med Spa services with loyalty programs, AI-coded calendar funnels, and referral engine.

// Lead to Member

Free consult to diagnosis to membership to Stripe
11 onboarding combos + fallback

// Member Lifecycle

4 tiers, upsell triggers, churn prevention
Amazon-style restock notifications

// Loyalty & Referrals

7 automations: gifts, affiliate, referral codes
QR check-in + attendance math ops
GoHighLevelStripeAI FunnelsQR Check-inLoyaltyReferralsHealthcare
Infrastructure
Featured Pure GHL / Healthcare

Therapy Network Booking System

42 Calendars, Conditional Logic — 14 Specialties x 3 Locations

Complex multi-specialty, multi-location booking system with conditional logic routing, 43 funnel pages, fallback calendars, and automated multi-party notifications.

// Calendars

42 calendars with conditional logic forms
Fallback calendar for unavailable therapists

// Automation

Email + SMS + owner + therapist notifications
Custom values for easy therapist swaps

// Pipeline

Consult Scheduled to Consult Completed
43 funnel pages for every combination
GoHighLevelCalendarsConditional LogicHealthcareSMS
War room
Featured Pure GHL / Insurance & Education

Financial Advisor Recruitment & Training

15 Course Modules + 3 Pipelines + AI Chatbot

End-to-end recruitment and training system with LMS course completion gates, licensure exam scheduling, 5-page sales funnel, and an n8n-powered AI chatbot for real-time insurance quotations.

// Training

15 modules with completion gates
Licensure exam scheduling + revalidation

// Pipelines

3 pipelines, 3-day nudge automations
5-page sales funnel

// AI Chatbot

n8n chatbot with Google Sheet scraping
Real-time image responses for quotations
GoHighLeveln8nLMSAI ChatbotInsuranceFunnels
Ops center
Featured Pure GHL / SaaS

SaaS Whitelabel & Payment Integration

Custom CSS + Salig Bay + Branded Login

Full whitelabel customization with custom CSS theming, Philippine payment gateway integration (no Stripe/LLC needed), and branded OAuth login page.

// Whitelabel

Custom CSS: sidebar, hover, sub-account selector
Logo injection across all sub-accounts

// Payments

Salig Bay (Philippines, no Stripe needed)
SaaS configurator with subscriptions

// Login

Custom login with OAuth Google preserved
Branded colors, images, hover effects
GoHighLevelSaaSWhitelabelCustom CSSSalig BayOAuth

// Third Party Tools

Tactical gear
Featured Third Party Integration / Real Estate

Follow-Up Boss x HighLevel

Bi-directional CRM Sync — 5 Make Automations

Seamless bi-directional sync between Follow-Up Boss and GoHighLevel for a real estate agency — appointments, calls, SMS, contacts, and pipeline stages all flowing in real-time via Make.

// HL to FUB

Appointments, calls, SMS to FUB Notes
Auto-create contacts if missing

// FUB to HL

Contact sync with tags + custom fields
Pipeline stage sync (5 stages)

// Architecture

Phone as universal identifier
Error handling for missing contacts
Follow-Up BossGoHighLevelMakeReal EstateCRM Sync
Automation
Featured Third Party Integration / Real Estate

FUB Pipeline Stage to HighLevel Sync

Cross-Platform Contact ID Cloning — 4 Routing Paths

Advanced cross-platform pipeline sync with 4 intelligent routing paths to match contacts across CRMs — production-deployed with zero testing margin.

// ID Cloning

People ID to contact ID as custom fields
Instant lookup on subsequent syncs

// 4 Routing Paths

Direct update, phone search, email search, or both
Auto-triggers HL workflow on stage change

// Deployment

Production-deployed, no testing allowed
Zero-downtime strategy
Follow-Up BossGoHighLevelMakePipeline SyncContact Routing

// Additional Deployments

Healthcare #01

Regenerative Medicine Clinic

Patient Intake Funnel + CRM + AI Assistant

60% more consultations
90% less admin
70% AI-handled inquiries
Mental Health #02

Therapy Practice Network

Smart Client Routing + Calendar Automation

100% therapist matching accuracy
40% drop in no-shows
Insurance #03

Insurance Brokerage Firm

CRM Customization & Automation

70% fewer manual steps
100% agent visibility
12-month auto-nurture
Financial Coaching #04

Financial Coaching Studio

Funnel Build + CRM + Automation

3x webinar conversion
80% less admin
Real Estate Education #05

Real Estate Education Group

Real Estate Summit & Certification System

6-figure backend sales
90% post-event automation
Insurance #06

Insurance Training Academy

Recruitment Funnel + Training Portal + CRM

50% faster recruitment
Auto student tracking
AI Consulting #07

AI Consulting Firm

Funnel + Survey Qualification + CRM

29+ leads in 48hrs
100% automated routing
Marketing Agency #08

Digital Marketing Agency

Agency Onboarding + Automation

Onboarding: 2 days to 30 min
Automated invoices
Accounting #09

Accounting SaaS Platform

QuickBooks Automation & White-label SaaS

Zero manual billing
White-label SaaS delivery
Insurance #10

Family Insurance Agency

Insurance Agency CRM

100% agent/client visibility
Automated renewals
Real Estate #11

Regional Real Estate Brokerage

Real Estate CRM & Lead Management

80% less lead loss
Real-time agent alerts
Real Estate #12

Boutique Real Estate Team

Lead Conversion Funnel

3x faster response
2.5x more viewings
Real Estate #13

Multi-Property Real Estate Group

Multi-Property CRM

100% inquiry visibility
Auto nurture by segment
Wellness #14

Holistic Wellness Practice

Spiritual Coaching CRM & Funnels

75% more bookings
90% less scheduling
Real Estate Tech #15

Real Estate Tech Platform

Real Estate Automation Platform

3x faster offers
100% deal transparency
Insurance #16

Life Insurance Enterprise

Insurance Onboarding & Policy Management

90% automated onboarding
Reduced policy lapses
Personal Finance #17

Personal Finance Educator

Financial Education CRM & Funnels

35% more conversions
80% less email work

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