These case studies describe real projects I've worked on, with client-identifying details removed. No confidential business information, credentials, or internal systems are shown.
GoHighLevel · Stripe · CRM Automation
CRM & payment automation system
I built and configured an automated CRM and payment workflow connecting customer payment activity to CRM actions, so payment events could trigger automated follow-ups, internal notifications, and contact updates. This involved configuring workflow triggers, custom fields, webhooks, payment events, and pipeline actions, then testing and troubleshooting the integration to confirm information moved correctly between systems. The goal was to reduce manual payment administration and create a more reliable process for managing customers and subscriptions.
GoHighLevel · Stripe · Webhooks · CRM Automation
WhatsApp · GoHighLevel · Lead Qualification
WhatsApp lead qualification & CRM automation
I configured a WhatsApp-based lead qualification process connected to a GoHighLevel CRM. The workflow collected customer information through WhatsApp and forms, stored it against the correct CRM contact, and routed leads through different processes based on their responses. This included automated WhatsApp messages, CRM fields, pipeline routing, and internal notifications. I tested the full customer journey to confirm information was captured correctly and leads reached the right next step, reducing manual lead processing.
WhatsApp Automation · GoHighLevel · Lead Routing
Events · CRM · Stripe · Payment Integration
Automated event registration & ticketing system
I built and managed an automated event registration process spanning landing page, payment, CRM tracking, confirmation messages, and attendee follow-up. This included event setup, registration forms, payment integration, pipelines, automated emails, and attendee communication, along with improvements to event tracking and check-in so the team could manage attendees without relying heavily on spreadsheets or manual admin.
Event Automation · Ticketing · Payment Integration
Forms · CRM · Cloud Storage
Customer file upload & CRM workflow
I designed a process for collecting customer information and uploaded files while keeping everything connected to the correct customer record inside the CRM. Built for situations where customers or team members needed to submit forms together with documents or images, the work included designing the form process, identifying file storage requirements, connecting submissions to CRM contacts, and building automated workflows for internal processing, including handling larger files where the CRM's native upload capability wasn't sufficient.
Form Automation · CRM Integration · File Management
Cloudflare · DNS · SSL
Domain, DNS, SSL & Cloudflare configuration
I regularly configure and troubleshoot domains, DNS records, SSL certificates, and website routing for business systems and landing pages, across whichever registrar the domain sits on. This includes connecting domains to websites and CRM platforms, configuring A and CNAME records, resolving SSL issues, and fixing situations where root domains, subdomains, or www versions of a site behave differently or fail to connect. My approach is to identify exactly where the routing or DNS problem occurs, correct the configuration, and test the full domain setup afterward.
Domains · DNS Configuration · SSL