01Automation architecture +
Advanced workflows, triggers, wait steps, branches, routing, nurture, appointment logic, onboarding, and re-engagement.
02CRM and pipelines +
Lifecycle design, opportunities, custom fields, tags, assignment rules, database cleanup, and contact segmentation.
03Integrations and APIs +
Zapier, webhooks, LeadConnector API, field mapping, JSON payloads, HMAC signatures, Google Sheets, Slack, Calendly, and VideoAsk.
04Funnels and conversion paths +
Landing pages, forms, surveys, calendars, email and SMS sequences, and complete pre-launch journey testing.
05QA and documentation +
Test matrices, launch checklists, issue logs, SOPs, Loom walkthroughs, naming conventions, and handoff notes.
06Reporting and attribution +
Dashboards, source tracking, UTM data, pipeline metrics, conversion reporting, and structured Google Sheets outputs.