Case Studies

CRM automation case studies

Each case study outlines the problem, constraints, solution, and results so you can see how I work.

Last updated: 2026-02-06

Keap + Zapier + Calendly

Lead nurture rebuild

Rebuilt a broken follow-up system so every lead received consistent nurture across CRM, email, and booking.

Result: Consistent follow-up restored and weekly reporting became reliable.

GoHighLevel + Kajabi + Stripe

Stabilized a course launch flow from opt-in to onboarding with clean tagging and reliable reporting.

Result: Launch onboarding became consistent and support tickets dropped.

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