THE PORTFOLIO / SELECTED SYSTEMS & PROJECTS

Real processes.
Thoughtfully built.

I’m Carl, a CRM and automation specialist with 5+ years of GoHighLevel experience. Here’s a closer look at my work across customer journeys, recruitment, operations, and workflow audits.

07 PROJECT AREASCLIENT IDENTITIES KEPT PRIVATEPROCESS BEFORE SOFTWARE

SELECTED PROJECTS / THE SYSTEMS BEHIND THE WORK

See how the work connects.

Explore seven projects, from the workflow itself to the business process behind it.

MedspaRecruitmentFinancial & tasksSaaS supportReal estateJourney auditWeekly / monthly
  1. TRIGGEREnquiryNew lead enters the journey
  2. ACTIONInitial contactFirst-contact workflow
  3. ACTIONNurtureContinued lead follow-up
  4. ACTIONAppointmentBooking communication
  5. ACTIONReview requestPost-appointment review prompt

GOHIGHLEVEL · CUSTOMER JOURNEY

Medspa customer journey

From a new enquiry to the next appointment, with a clear next step along the way.

Built with
  • GoHighLevel
  • Capture new enquiries and organize initial contact.
  • Nurture leads and coordinate appointment communication.
  • Handle stale leads and cancellations alongside the main journey.
  • Prompt review requests after the appointment stage.

Illustrative reconstruction. Cancellation handling and stale-lead follow-up sit alongside the main path.

View project details
  1. ENTRYApplicant intakeForms & applicant intake
  2. ACTIONPipelineRecruiting stages
  3. ACTIONReview & feedbackCollect reviews & feedback
  4. ACTIONAssignmentProvider assignment logic
  5. ACTIONFollow-upInternal notifications

GEM + GOHIGHLEVEL · RECRUITMENT

Healthcare recruitment system

A structured journey for applicants, reviews, provider assignment, and follow-up.

Platforms used
  • Gem
  • GoHighLevel
  • Organize applicant intake with forms and recruiting stages.
  • Collect candidate reviews and feedback.
  • Coordinate provider assignment and internal notifications.
  • Support the next handoff with follow-up workflows.

Illustrative reconstruction. Gem and GoHighLevel reflect recruitment experience; this diagram does not assert a direct integration.

View project details
Financial & task automationIllustration
EditorProcess overview
  1. Task / payment formForm trigger
  2. RoutingRules & assignment
  3. Master logGoogle Sheets
  4. Hours & costsCalculations
  5. ReportingOperations overview
Scroll across to follow the connections5 process stages

N8N · OPERATIONS & REPORTING

Financial & task automation

Connect form intake, staff assignment, recorded hours, and financial visibility.

Built with
  • n8n
  • Google Sheets
  • Google Apps Script
  • Slack
  • Capture task, payment, and expense information through forms.
  • Apply routing and assignment rules, then record the work in master logs.
  • Use completed hours to support labor-cost calculations.
  • Feed monthly records into financial reporting and dashboards.

Illustrative reconstruction. Expense intake and task updates are related operational paths. The chat assistant is a separate component.

View project details

SaaS operations support

  1. TRIGGEROnboarding form submittedForm Submitted · onboarding intake
  2. ACTIONAssign onboarding ownerAssign To User
  3. ACTIONSend welcome emailSend Email · next steps
  4. ACTIONCreate onboarding taskAdd Task · requirements checklist
  5. HANDOFFNotify the account teamSend Internal Notification
  1. TRIGGERSetup request submittedForm Submitted · account setup
  2. ACTIONAssign setup specialistAssign To User
  3. ACTIONCreate configuration taskAdd Task · setup checklist
  4. ACTIONSend setup acknowledgementSend Email · request received
  5. HANDOFFNotify the setup ownerSend Internal Notification
  1. TRIGGERSupport form submittedForm Submitted · support request
  2. ACTIONCreate support ticketCreate/Update Opportunity · support pipeline
  3. ACTIONAssign support ownerAssign To User
  4. ACTIONSend acknowledgementSend Email · request received
  5. HANDOFFNotify the support teamSend Internal Notification
  1. TRIGGERBilling form submittedForm Submitted · billing request
  2. ACTIONAssign billing ownerAssign To User
  3. ACTIONCreate billing review taskAdd Task · review request details
  4. ACTIONSend acknowledgementSend Email · request received
  5. HANDOFFNotify the billing teamSend Internal Notification

GOHIGHLEVEL · SAAS OPERATIONS / 01

Client onboarding workflow

Give a new customer a clear welcome and an owner for the next step.

Platform supported
  • GoHighLevel
  • Start when the onboarding intake form is submitted.
  • Assign the contact to the onboarding owner.
  • Send a welcome email and create a requirements checklist task.
  • Notify the account team so they can coordinate the next step.

Illustrative GoHighLevel workflow design based on documented SaaS responsibilities. The exact triggers and actions are example designs, not a claim of live configuration or successful execution.

View SaaS project details

GOHIGHLEVEL · SAAS OPERATIONS / 02

Account setup workflow

Route a setup request to a specialist with a clear checklist and customer acknowledgement.

Platform supported
  • GoHighLevel
  • Start from an account setup request form.
  • Assign the contact to a setup specialist.
  • Create a task covering the agreed CRM configuration and QA checklist.
  • Acknowledge the request and notify the owner; configuration and approval remain human work.

Illustrative GoHighLevel workflow design based on documented SaaS responsibilities. The exact triggers and actions are example designs, not a claim of live configuration or successful execution.

View SaaS project details

GOHIGHLEVEL · SAAS OPERATIONS / 03

Support ticketing workflow

Turn a support form submission into an assigned, trackable support request.

Platform supported
  • GoHighLevel
  • Capture the support request through a form.
  • Represent the ticket as an opportunity in a support pipeline.
  • Assign an owner and send an acknowledgement email.
  • Notify the support team to investigate, update the stage, and coordinate resolution.

Illustrative GoHighLevel workflow design based on documented SaaS responsibilities. The exact triggers and actions are example designs, not a claim of live configuration or successful execution.

View SaaS project details

GOHIGHLEVEL · SAAS OPERATIONS / 04

Billing request workflow

Acknowledge billing questions and put the review in the hands of the right person.

Platform supported
  • GoHighLevel
  • Start when a billing request form is submitted.
  • Assign the contact to the billing owner.
  • Create a task to review the account, subscription, or refund question.
  • Acknowledge the request and notify the billing team; financial decisions are reviewed separately.

Illustrative GoHighLevel workflow design based on documented SaaS responsibilities. The exact triggers and actions are example designs, not a claim of live configuration or successful execution.

View SaaS project details
  1. TRIGGERLead captureFunnels & forms
  2. ACTIONSegmentationContact organization
  3. ACTIONPipeline stageTrack lead position
  4. ACTIONFollow-upContinue communication
  5. ACTIONSales handoffTeam next steps

GOHIGHLEVEL · PROPERTY LEAD JOURNEY

Real estate CRM & automation

Give property enquiries a place, a follow-up path, and an owner for the next step.

Built with
  • GoHighLevel
  • Capture enquiries through funnels, landing pages, and forms.
  • Organize imports, segmentation, and pipeline stages.
  • Support follow-up, reply handling, and sales handoffs.
  • Create reusable snapshots and troubleshoot client setups.

Illustrative reconstruction. Reply handling, non-responsive leads, and manual-texting routes sit alongside this path.

View project details
  1. MAPPED STAGEEnquiryConfigured entry points
  2. MAPPED STAGETrial bookingTrial booking paths
  3. MAPPED STAGEAttendanceFollow-up & decision paths
  4. MAPPED STAGEEnrolmentConfigured transitions
  5. MAPPED STAGEMembershipMembership & payment branches

GOHIGHLEVEL · CURRENT-STATE AUDIT

Customer journey audit

Make a membership journey understandable through a map of 73 existing workflows.

Audited platform
  • GoHighLevel
  • Map 73 existing workflows into one current-state customer journey.
  • Trace enquiry, trial booking, attendance, enrolment, and membership.
  • Document waits, branches, stage changes, and configuration gaps.
  • Deliver a 15-page map with workflow traceability and findings.

Audit illustration of existing configuration. Mapping 73 workflows does not imply building them or verifying successful live execution.

View project details
Weekly & monthly reportingIllustration
EditorWeekly + monthly routes
  1. Weekly scheduleSchedule trigger
    Monthly scheduleSchedule trigger
  2. Fetch weekly logsGoogle Sheets
    Fetch monthly logsGoogle Sheets
  3. Prepare report datasetCode
  4. Build operations reportCode
  5. Create HTML fileConvert to file
  6. Save reportGoogle Drive
  7. Email reportGmail
Scroll across to follow the connections2 routes → 1 report flow

N8N · WEEKLY & MONTHLY REPORTING

Weekly & monthly reporting

Turn weekly and monthly Master Logs into an HTML operations report, with Drive and email steps.

Built with
  • n8n
  • Google Sheets
  • Google Drive
  • Gmail
  • Start from separate weekly and monthly schedule routes.
  • Read Google Sheets Master Logs and attach the reporting period.
  • Build an HTML operations report with four KPI tiles and hours breakdowns.
  • Use configured Google Drive and Gmail steps to save and email the report.

Reconstructed from the supplied n8n editor screenshot. Weekly and monthly routes are alternatives, not consecutive runs. Settings and reporting-period nodes are condensed. The screenshot shows configuration and pre-activation notes, not proof of delivery.

View project details

03 / PROJECT DETAILS

The context behind the build.

01Medspa customer journey02Healthcare recruitment system03Financial & task automation04SaaS operations support05Real estate CRM & automation06Customer journey audit07Weekly & monthly reporting

PROJECT 01 / GoHighLevel · Lead nurture · Appointments

Medspa customer journey

A coordinated journey from first enquiry to the next appointment.

Built with
  • GoHighLevel
Explore the animated process

The situation

A medspa needed lead handling, appointment communication, and review requests organized across the customer journey.

What I owned

I created workflows for new leads, initial contact, nurture, stale leads, appointment booking, cancellations, and review prompts.

PROJECT 02 / Gem & GoHighLevel experience · Pipelines · Candidate reviews

Healthcare recruitment system

A clearer process for the people behind patient care.

Platforms used
  • Gem
  • GoHighLevel
Explore the animated process

The situation

Recruitment teams needed a structured way to organize applicants, collect feedback, and coordinate follow-up.

What I owned

I built recruiting pipelines, forms, surveys, dashboards, internal notifications, and provider assignment logic. My recruitment experience includes Gem and GoHighLevel.

PROJECT 03 / n8n · Google Sheets · Apps Script · Slack

Financial & task automation

Connect the work being done with the numbers behind it.

Built with
  • n8n
  • Google Sheets
  • Google Apps Script
  • Slack
Explore the animated process

The situation

A multi-brand operation needed structured task intake, staff assignment, cost tracking, and reporting without repeatedly reconciling separate records.

What I owned

I built form-driven routing, task categorization, master-log recording, labor-cost calculations, monthly-hour updates, expense tracking, and an executive financial dashboard.

View original form examples +
n8n payment intake form with date, task type, task description, and rate fields
Payment intake form from the supplied project documentation.
n8n expense intake form with date, category, and amount fields
Expense intake form. Neither image contains populated customer records.

A SEPARATE COMPONENT / 10-NODE WORKFLOW

Task & payment chat assistant

I also created an n8n assistant with an OpenAI model, chat memory, intent extraction, and conditional routing.

Built with
  • n8n
  • OpenAI
  • Google Sheets
  • Slack
Chat → AI agent → Extract intent → Route
Slack payment notificationSheets payment recordSheets task lookupConversation response
Separate configured branches; the export does not show a sequential Slack-to-Sheets pipeline.

PROJECT 04 / GoHighLevel · Subscription operations · Support SOPs

SaaS operations support

The everyday processes that keep a platform usable.

Platform supported
  • GoHighLevel
Explore the animated process

The situation

SaaS owners need consistent onboarding, customer support, subscription handling, and clear internal handoffs.

What I owned

I supported CRM setup and customer communication, and created documentation for billing inquiries, subscription journeys, refund handling, recurring tasks, and technical escalation.

PROJECT 05 / GoHighLevel · Funnels · Lead follow-up · Snapshots

Real estate CRM & automation

Give every property enquiry a place and a next step.

Built with
  • GoHighLevel
Explore the animated process

The situation

Real estate teams needed organized lead capture, pipeline stages, follow-up, and reusable client setup.

What I owned

I built funnels, landing pages, forms, calendars, pipelines, follow-up automations, and reusable snapshots. I also handled imports, CSV mapping, segmentation, and troubleshooting.

PROJECT 06 / GoHighLevel audit · 73 workflows mapped · Current-state documentation

Customer journey audit

Make a complex membership journey understandable.

Audited platform
  • GoHighLevel
Explore the animated process

The situation

A class-based membership business needed a clear view of how its existing workflows connected across enquiries, trials, enrolment, and payment.

What I owned

I audited and mapped 73 existing workflows into a current-state customer journey, documenting visible triggers, branches, waits, stage changes, and gaps requiring verification.

What the work shows

Delivered a 15-page journey map with workflow traceability and configuration findings. This was audit and mapping work, not authorship of all 73 workflows or proof of successful live execution.

EXAMPLE FINDING

A wait label and its setting told different stories.

The audit recorded a step labelled “3 Hours” with a visible setting of 3 minutes. The finding was documented for inspection and an approved timing test; no completed fix is claimed.

PROJECT 07 / n8n · Google Sheets · Google Drive · Gmail

Weekly & monthly reporting

Two reporting periods. One reusable operations report.

Built with
  • n8n
  • Google Sheets
  • Google Drive
  • Gmail
Explore the n8n reporting workflow

The reporting flow

Separate weekly and monthly routes read Master Logs from Google Sheets, attach the reporting period, and feed a shared report-building path. Code steps prepare the dataset and build the operations report before conversion to an HTML file.

What the report contains

Four KPI tiles, a completed-work table, hours by project, and hours by team member. Google Drive and Gmail nodes are configured to save and email the finished report.

What the screenshot shows

A configured n8n workflow, including a manual weekly test entry and setup notes before activation. It establishes the workflow structure; successful scheduled runs, saved files, and delivered emails are not confirmed by this image.

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