CRM architecture
Pipelines, stages, opportunities, custom fields, tags, custom values, contact segmentation, lead ownership, and database cleanup.
Available for remote GHL and systems roles
Jegger Gagarani / GoHighLevel & CRM Automation
GHL systems that move leads forward.
Hi, I'm Jegger. I build the systems behind the follow-up. From the first form submission to the booked call, I connect the pieces, troubleshoot what breaks, and document how it works.
5+years in CRM
and automation
and automation
Multi-clientagency systems
experience
experience
End-to-endbuild, QA, and
documentation
documentation
U.S. Easternbusiness-hours
availability
availability
Based inDavao City, Philippines
Build standard Tested before launch
Customer journey
Capture→Qualify→Book
GoHighLevelZapierWebhooksLeadConnector APIGoogle SheetsSlackCalendlyVideoAsk
Inside the build
The backend, from start to finish.
Explore the parts I work on. The goal is a setup your team can use, maintain, and understand without having to guess.
Workflow automation
Triggers, If/Else branches, Wait steps, goals, nurture, lead routing, appointment reminders, onboarding, re-engagement, and internal alerts.
Funnels and booking
Websites, landing pages, forms, surveys, calendars, booking pages, thank-you pages, email campaigns, and SMS sequences.
Integrations and APIs
Zapier, inbound and outbound webhooks, JSON field mapping, LeadConnector API connections, Slack, Google Sheets, Calendly, and VideoAsk.
AI automation
AI by Zapier classification, lead summaries, qualifier checks, prompt design, Voice AI conversation structure, routing, and human handoff rules.
QA and operations
Workflow execution reviews, duplicate prevention, timezone checks, failure scenarios, launch checklists, naming standards, SOPs, and Loom handoffs.
Selected systems
Built around the real customer journey.
Each example explains the business requirement, the parts I owned, how I tested the build, and the operational result.
CASE STUDY 01
Recruitment CRM Infrastructure
A multi-pipeline applicant system connecting intake, qualification, interviews, Calendly booking, VideoAsk, opportunity updates, and team handoffs.
EXPLORE THE WORKFLOWprocess example
QualifiedInterview pipeline
IncompleteFollow-up queue
01 / Intake
Start with a usable record.
Capture the application and check the fields needed for the next step. Missing information belongs in a follow-up queue, not a silent dead end.
QA checkSubmit a complete application, then one with missing fields. Check the contact record and resulting route.
- Business objective
- Move applicants through three connected pipelines without losing valid repeat applicants or forwarding the same person twice in one day.
- My ownership
- Workflow logic, custom fields, pipeline movement, duplicate controls, scheduling connections, secure webhook forwarding, QA, and documentation.
- Testing
- New applications, repeat applications, incomplete records, stage changes, booking events, and same-day duplicate scenarios.
- Operational result
- Consistent applicant routing, fewer duplicate handoffs, clearer follow-up queues, and traceable pipeline movement.
CASE STUDY 02
AI Lead Qualification and Team Routing
An agency lead workflow that reviewed website, business, and email-domain information, then produced a summary and classification for the team.
- Checked missing website and business information
- Flagged generic email domains for review
- Created conditional Slack messages
- Stored the result in Google Sheets
Form→AI review→Classify→Alert
CASE STUDY 03
CRM Reporting and Attribution
A reporting structure for daily, weekly, and month-to-date visibility across qualified leads, bookings, closed deals, campaign spend, and UTM attribution.
- Unified source and campaign fields
- Standardized lifecycle definitions
- Daily QA and exception review
- Structured Google Sheets outputs
ReviewDaily
PeriodsWTD / MTD
SourceUTM
CASE STUDY 04
Sub-Accounts, Snapshots, and Client Launches
Repeatable agency builds covering sub-account configuration, reusable snapshots, users and permissions, pipelines, calendars, forms, funnels, domains, sending setup, A2P preparation, integrations, onboarding, launch QA, and support documentation.
View 90-day onboarding plan ↗Proof of work
Documentation you can actually open.
These public samples show system planning, implementation detail, prompt design, funnel work, integration thinking, and handoff documentation.
SOP + process map
Recruitment System Flow
Applicant intake, routing, integrations, pipeline movement, repeat-application logic, and QA.
Open document ↗ Technical SOPGHL Systems SOP
Build standards, testing practices, troubleshooting, documentation, and system handoff.
Open document ↗ AI prompt designVoice AI Call Flow
Inbound qualification, demo routing, support escalation, conversation guardrails, and handoff language.
Open document ↗ Client operations90-Day GHL Onboarding Plan
Account setup, integrations, permissions, A2P, sending domains, funnels, nurture, reporting, and training.
Open document ↗ Integration documentationBooking Software to GHL
A Zapier-based booking integration documented for implementation and maintenance.
Open document ↗ Funnels + landing pagesCampaign Build Library
GHL landing, booking, and thank-you page builds across health, wellness, and service campaigns.
Open document ↗Want the full sample library?Browse additional websites, landing pages, graphics, and documentation.
Open portfolio folder ↗Walkthroughs
See how I explain a system.
The value is not only in the finished automation. I explain the decisions, dependencies, testing, and maintenance clearly enough for the next person to follow.
Implementation process
Clean builds start before the first workflow.
I turn a brief, inherited account, or messy process into a system that can be tested, launched, documented, and maintained.
Audit
Map the current setup, requirements, dependencies, gaps, and live-system risks.
Architect
Define the schema, fields, stages, triggers, ownership, naming, and intended journey.
Build
Configure modular workflows, integrations, guardrails, and reusable account assets.
Test
Run happy paths, edge cases, duplicates, missing data, timing, and failure scenarios.
Document
Record what changed, acceptance results, blockers, ownership, and maintenance steps.
Technical skills
The tools behind the work.
Platforms, system components, and practices used across my builds and documentation.
- GoHighLevel / HighLevel
- Agency view, sub-accounts, snapshots, workflows, triggers, actions, If/Else, Wait steps, pipelines, opportunities, custom fields, tags, forms, surveys, calendars, funnels, websites, email, SMS, dashboards, Conversation AI, and Voice AI prompt design.
- Automation and integrations
- Zapier, AI by Zapier, filters, paths, webhooks, JSON payloads, field mapping, LeadConnector API connections, Google Sheets, Slack, Calendly, VideoAsk, and Twilio.
- Implementation and QA
- Requirements mapping, CRM architecture, workflow audits, account rescue, execution-log review, data validation, duplicate prevention, timezone testing, acceptance checklists, launch readiness, error handling, SOPs, and Loom walkthroughs.
- Marketing operations
- Lead capture, qualification, speed-to-lead, appointment booking, nurture, re-engagement, customer onboarding, source attribution, UTM tracking, lifecycle reporting, campaign updates, email deliverability, DNS, sending domains, and A2P 10DLC preparation.
Experience
Five years of building behind the scenes.
CRM & GoHighLevel Specialist
E2M Solutions
CRM architecture, reporting, attribution, automation, AI-assisted lead qualification, and multi-system integrations.
GHL Automation Specialist
Fusemate and multi-client projects
White-label account builds, workflows, client onboarding, snapshots, QA, A2P preparation, and technical support.
CRM Systems and Operations
Agency, SaaS, and service-business accounts
Funnels, calendars, pipelines, customer support systems, AI chat and voice prompts, integrations, and implementation documentation.
Operations and Support Foundations
Remote operations roles
Requirements gathering, structured execution, quality checks, customer support, and reliable handoffs.
Available during U.S. Eastern business hours
Need someone who can own the GHL backend?
I can audit the current setup, identify what is complete or blocked, build the missing pieces, test the customer journey, and leave clear documentation behind.