— Available for Hire —

CRM & Marketing Automation Specialist

GoHighLevel Specialist and Trainer | Zapier | Make.com | n8n | ActiveCampaign | HubSpot | Pipedrive | System Architect

9+ years of total experience in remote ops, marketing, coaching and real estate systems—with the last 7 years dedicated exclusively to GoHighLevel and CRM automation. Helping agencies and SMBs eliminate manual work, streamline lead distribution, and build bulletproof client onboarding flows.

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About

I am a CRM & Systems Specialist with 9+ years of overall experience in remote client operations, beginning in marketing, real estate, and property management before pivoting into full-time CRM architecture and automation. For the past 7 years, I've helped agencies and SMBs streamline operations, enhance client experience, and improve conversion rates by replicating enterprise-level automation across sales and support teams.

My background spans real estate, insurance, eCommerce, solar sales, and coaching industries — giving me a versatile perspective on how automation solves real business problems.

9+
Years Total Exp
7+
Years GHL Specialization
15+
Tools & Integrations
500+
Workflows Built
200+
Sub-Accounts Set Up

Core Skills

› Technical Competencies

  • —GHL Sub-Account Architecture & SaaS Mode
  • —Webhooks & API Integrations
  • —A2P 10DLC Compliance & Setup
  • —CRM Automations & Workflow Design
  • —AI Agent Creation & Prompt Engineering
  • —Lead Distribution & Routing Logic
  • —Multi-platform Integration (Zapier, Make, n8n)

› Operational & Soft Skills

  • —Client Onboarding & SOP Creation
  • —System Mapping & Process Documentation
  • —Team Training & Knowledge Transfer
  • —Customer Support & Technical Troubleshooting
  • —Cross-functional Communication
  • —Problem Solving & Process Optimization
  • —Project Management & Delivery

› Technical Stack

CRM & Automation

Go High LevelZapierMake.comn8nPabblyMailchimpActiveCampaignHubSpotPipedrive

Project Management

TrelloAsanaMonday.comClickUp

Data & Forms

AirtableFormwiseGoogle FormsGoogle Sheets

Design & Docs

CanvaGoogle DocsLoomDraw.ioLucidchart

Comms & Messaging

TwilioSendGridInstantlyKlaviyoTypeform

AI & Infrastructure

ClaudeGeminiChatGPTQwenAmazon WorkspacesGoogle CalendarDocuSignShopify

Work Experience

GHL & CRM Marketing Consultant

Nov 2019 – Present/ 7 Years
Freelance Consultant — CRM Architecture & Automation
  • •Architected end-to-end GoHighLevel sub-account systems for agencies across real estate, insurance, solar, eCommerce, and coaching — configuring pipelines, workflows, calendars, and membership areas from scratch.
  • •Deployed advanced lead distribution systems using custom routing logic (zip code, proximity, round-robin) integrated with Zapier and Make.com webhooks for instant agent assignment.
  • •Configured A2P 10DLC compliance, domain authentication, and deliverability optimization across SMS and email channels for high-volume outreach campaigns.
  • •Integrated Facebook Leads, Google Calendar, Twilio, payment processors, and 3rd-party APIs — eliminating manual data entry and reducing response times by 90%+.
  • •Delivered client onboarding flows, smart nurturing sequences, AI chat routing, KPI dashboards, and comprehensive SOP documentation for handoff to internal teams.
  • •Trained business owners and internal teams to self-manage GHL — reducing dependency on external support and enabling scalable operations.

Real Estate & Operations VA

2017 – 2019/ 2 Years
Part Time — Marketing Support & Property Management
  • •Managed end-to-end property management administration including lease preparation, tenant communications, and DocuSign contract workflows.
  • •Created and published MLS listings, marketing flyers, and promotional materials for residential and commercial properties.
  • •Supported marketing operations including lead follow-up, email campaigns, and CRM data entry — building the foundational skills that led to full-time CRM specialization.
  • •Coordinated with agents, tenants, and vendors to ensure smooth transaction flows and timely lease renewals.

Lead Generation & Appointment Setting

2017 – 2018/ 1 Year
Part Time — Outbound Sales
  • •Conducted outbound cold calling to US-based leads, qualifying prospects and setting appointments for senior sales representatives.
  • •Researched target companies and built lead lists to support pipeline development for B2B campaigns.
  • •Managed email outreach sequences and maintained CRM records for follow-up tracking.

Featured Case Studies

Case StudySolar Industry

Automated Calendar System for Solar Sales Team

Client
Regional Solar Co. (USA)
Team Size
100+ Sales Agents
Timeline
8 Weeks
Tools
GHL, Zapier, Google Sheets, ChatGPT

01. Objective

Streamline the booking system so that when a lead submits their zip code, they are automatically assigned to a regional sales manager and then to the nearest sales agent on their team — eliminating manual appointment routing while maximizing response time and coverage.

02. Solution Implemented

  • →Designed a 2-step lead form on a GHL landing page to collect zip code, email, and phone.
  • →Built a Zapier workflow that checks the zip code against a Google Sheets master list mapped by region.
  • →Automatically assigned leads to the right regional sales manager and suggested the closest field rep based on Google Maps proximity.
  • →Synced all bookings into Google Calendar, with custom confirmation emails and reminders sent via GHL.
  • →Created pipeline dashboards for regional managers to track agent performance and lead conversion rates.

03. Results

< 5 min
Lead-to-agent assignment time (down from 2+ hours)
30%
Improvement in booked appointments in the first 4 weeks
10+ hrs/wk
Saved by regional managers on lead routing
Instant
Notifications to sales agents, increasing follow-up speed

04. Lessons Learned

  • ✦Always include a fallback routing system in case a zip code is unassigned.
  • ✦Agent performance improves with real-time visibility and clear follow-up SOPs.
Case StudyHealth & Wellness / Network Marketing

Multi-Channel GHL Conversational AI for Unicity "Feel Great" Campaign

Client
Unicity Independent Distributors (USA)
Audience
Health-conscious consumers & potential partners
Timeline
1 Week per Seller
Tools
GHL Conversational AI, Meta API, TikTok, Zapier

01. Objective

Automate social media engagement across Facebook, Instagram, and TikTok to capture and qualify leads generated by viral "Feel Great" (Balance & Unimate) campaign content. The goal was to automatically reply to post comments and instantly route leads via Direct Message based on buyer intent — distinguishing prospective retail buyers from potential business distributors without manual human intervention.

02. Solution Implemented

  • →Configured GHL Conversational AI and multi-platform trigger integrations to monitor comments across Facebook, Instagram, and TikTok posts.
  • →Implemented dual-intent keyword classification: Retail Buyer Flow (weight loss, energy, pricing, "Feel Great Pack") triggered automated DMs with product benefits, direct purchase links, and follow-ups.
  • →Distributor / Partner Flow: Keywords related to "business opportunity," "joining," "income," or "work from home" routed leads to a partner qualification workflow with video overviews and booking calendars.
  • →Built interactive multi-step GHL chatbot flows within DMs to answer common FAQs regarding product usage, pricing, and shipping.
  • →Bypassed native GHL prompt limits: Engineered a modular prompt architecture (custom field context injection + workflow-level prompt chunking) to overcome the 2,000-character Bot Prompt ceiling — dramatically improving bot consistency and compliance.
  • →Integrated automated fallback triggers to transfer complex questions directly to live human distributor reps within the GHL Mobile App.

03. Results

< 10 sec
Instant engagement — response time for all social media comments across 3 platforms
45%
Increase in DM opt-ins — converted passive commentators into active inbox conversations
3x
Faster conversion — streamlined direct checkout routing for retail buyers to shop the Feel Great system
Zero
Bot hallucination — eliminated through dynamic prompt scaffolding and character truncation prevention
Zero
Lead leakage — auto-separated distributor vs. customer inquiries, saving hours of manual DM filtering daily

04. Lessons Learned

  • ✦Overcoming GHL Engine Limits: GHL's native 2,000-character prompt ceiling leads to hallucination if overloaded; breaking instructions into modular workflow chunks produces far higher consistency and logic adherence.
  • ✦Multi-Channel Conversions: Intent-based keyword routing is essential when marketing dual-benefit offers (product retail vs. business opportunity) across viral TikTok & IG Reel traffic.

Certifications & Education

› Certifications

✓

Academy For HighLevel (GHL) Certification Program

Certification covering the GHL platform's features and use cases.

GoHighLevel Official

› Education

🎓

Bachelor of Science in Psychology

Leveraged to build intuitive chatbot logic, clear client communication flows, and seamless customer journeys that drive conversion

Client Testimonials

Joshua has been an incredible support to me and my business. He has helped me build things from scratch, set up my CRM, create automations, work through Facebook ads and so much more. He takes care of all the technical details and the nitty-gritty behind the scenes that I simply wouldn't have known where to begin with on my own.

Whenever I go to him with a problem or issue, he understands what I'm trying to achieve and somehow manages to whizz through it, no matter how complicated it may have felt to me. He hasn't only set things up for me; he has taught me so much along the way and takes the time to explain what he is doing, how everything works and why it has been set up in a certain way.

I know I can always rely on Joshua to sort things out and there is such peace of mind in knowing I have him there when I need help. He is knowledgeable, patient, dependable and genuinely brilliant at what he does.

I would wholeheartedly recommend him to any business or individual looking for someone they can completely trust with their systems and technical support.

PR

Pamela R.

Yoga Coach

We took a chance with Joshua, and it turned out to be one of the best decisions we've made. During a recent multi-month project with aggressive timelines and clients constantly breathing down our necks he was a steady, high-level operator who consistently brought clarity to chaos. He thinks end-to-end, anticipates failure points, and isn't afraid to push back when he knows there's a better, more scalable way to implement systems under pressure. What some might interpret as "pushback" is actually strong ownership and deep experience. He is direct, transparent, and focused on protecting the business and the outcome, especially in high-stakes environments. Most importantly, he delivers real leverage and results — he is absolutely worth his rate and then some. When you're looking for deep expertise in Go High Level, Active Campaign, Hubspot, Zapier, Make.com, project management, team trainings, and general VA tasks, Joshua stands out. He is one of the best contractors we've worked with in the past year, and we look forward to working with him on more projects.

JK

Jared K.

eXp Agent

Joshua Shines as a Proactive, Solutions-Driven Powerhouse! Joshua's exceptional dedication and technical prowess have propelled our projects forward. From day one, Joshua has taken bold initiative, consistently proposing creative solutions and implementing temporary fixes to keep workflows seamless. His "no-nonsense, get-it-done" mindset has been invaluable — especially in tackling complex GHL tech integrations, Make automation, and GPT-driven tasks. What truly sets Joshua apart? His relentless consistency and collaborative spirit. Despite juggling multiple priorities, he ensures daily alignment through proactive calls, squeezing in extra time to strategize and execute automation challenges. As one teammate put it: "It's crazy — things just get done without micromanagement. Joshua handles the nitty-gritty tech work flawlessly!" Whether it's troubleshooting bottlenecks or driving automation innovation, Joshua delivers results without excuses. Hats off to a team player.

KD

Kemmet D.

Agent CRM

Joshua was amazing to work with for our chiropractic marketing agency. His expertise with GoHighLevel made a huge difference. He integrated the platform seamlessly and improved our client management and marketing automation. He was always professional, responsive, and went the extra mile to tailor everything to our needs. Our client engagement has noticeably improved thanks to his help. If you need someone knowledgeable and dedicated, Josh is your guy. His support has been invaluable, and we look forward to continuing our partnership. Thanks Josh for your exceptional service!

CM

Christos M.

CONEK Chiropractor Agency

Get In Touch

Looking for a GHL specialist to streamline your operations, build automated workflows, or train your team? I'm available for freelance projects, consulting, and full-time roles.

📄
Download CV
5-page PDF · GHL, CRM & automation specialist
📅
Schedule a Call
Grab a 15-minute intro call on Cal.com
◎
Location
Remote / Worldwide
◷
Availability
Open for freelance, consulting & full-time

Services I Offer

  • —Full GHL Agency SaaS/Sub-Account Setup & Architecture
  • —Workflow & Automation Design
  • —Funnel & Landing Page Building
  • —SaaS Mode & White-Label Deployment
  • —CRM Pipeline & Lead Distribution
  • —Zapier / Make.com / n8n Integrations
  • —A2P 10DLC & Deliverability Setup
  • —AI Chatbot & Agent Configuration
  • —Client Onboarding & SOP Documentation
  • —Team Training & Knowledge Transfer