FOR BUSINESSES READY TO OPERATE SMARTER
BUILD A BUSINESS THAT GROWS
WITHOUT LOSING SIGHT OF PROFITABILITY
TURN BETTER SYSTEMS INTO BETTER FINANCIAL RESULTS
More revenue does not always mean better performance. I help businesses improve the processes behind growth so they can convert more opportunities, reduce unnecessary work, manage costs and cashflows, and build healthier margins
Available for freelance projects, long-term partnerships, and remote employment opportunities.
TOOLS AND PLATFORMS I USED
THE FRICTION BEHIND GROWTH
Take the Blindfold Off Your Business Growth Strategy
You're bringing in customers. Your team is busy. Revenue is growing. But behind the scenes...
LACK OF FINANCIAL TRANSPARENCY
Financial reports don't tell the full story, leaving you blind regarding true margins, cash burn rate, and real-time profitability
SCATTERED CUSTOMER DATA
Customer information is scattered across different legacy software systems, text threads, and uncoordinated tools.
ADMINISTRATIVE TIME DRAIN
Repetitive manual administrative work takes too much time, keeping your core team chained to copy-paste tasks instead of growth
LEADS SLIPPING AWAY
Potential leads occasionally slip through the cracks of a messy inbox because there is no automated lead-capture safety net.
UNSTRUCTURED FOLLOW-UP
Follow-ups depend completely on someone remembering to do them—leaving conversions and lifetime customer value on the table.
MISSING 24/7 RESPONSIVENESS
Modern customers expect instant responses—even outside normal business hours. If you are sleeping, they move on
Scaling is restricted by operational capacity rather than market opportunities
THE IDEAL STATE
Upgrade your operations, multiply your results
Experience total clarity over your numbers, your client pipeline, and your backend operations—even when you are completely offline
FINANCIAL CERTAINTY
You understand exactly where your business stands financially with dynamic forecasts, clean reports, and absolute clarity on cash flow
SLEEK CUSTOMER JOURNEY
Your customer journey is perfectly organized in a centralized CRM, from the very first inquiry through ongoing customer support
HANDS-OFF AUTOMATION
Routine back-office admin tasks, client onboarding, and lead follow-ups happen automatically without manual errors
HIGH-CONVERTING FUNNELS
Turn anonymous traffic into loyal customers with optimized, automated landing pages and follow-up sequences engineered to maximize your conversion rates
ROUND-THE-CLOCK ENGAGEMENT
Potential clients receive instant, friendly, automated text or chat responses to capture inquiries, even while you are completely away
CONNECTED BUSINESS STRATEGY
And every technical system and financial spreadsheet works together seamlessly to support sustainable, scalable business growth
GET TO KNOW ME
Hi, I'm JOYCE
I began my accounting career in 2011, building experience across the full accounting cycle, financial reporting, budgeting, cash management, and later FP&A.
Over time, my focus shifted from simply reporting results to helping businesses understand what drives revenue, costs, cash flow, and margins—and how better decisions can improve financial performance.
That led me to expand into GoHighLevel, CRM systems, funnel building, workflow automation, and AI, so I could not only analyze the numbers, but also help improve the processes behind them.
Today, I combine financial insight with business systems and automation to help businesses operate more efficiently, convert opportunities more effectively, and scale more profitably.
$1.64 M +
CONTRACTS WON and closed
CAD 100K
MONTHLY REVENUE SECURED
90% +
DENIED claims reduced
45 H
REPORTING HOURS SAVED
CORE FRAMEWORK
HOW I OPTIMIZE YOUR BUSINESS
An integrated system of professional services engineered to streamline your back office, marketing engines, and cash flow
FINANCIAL MANAGEMENT AND FP&A
Know exactly where your business stands, identify opportunities for improvement, and make decisions backed by reliable, professional financial information.
Bookkeeping
Forecasting
Profitability Analysis
Financial Reporting
Cashflow Planning
Management Reporting
Budgeting
KPI Dashboard
Financial Modelling
CRM IMPLEMENTATION
Create a centralized, efficient database that helps you manage leads, customers, and sales opportunities more effectively without relying on loose papers or notes
CRM set-up
Forms
Customer Journey Design
Pipeline
Contact Organization
Data Migration
Calendar
Opportunity Tracking
Client Onboarding
workflow automation
Reduce manual work, improve client consistency, prevent human error, and give your internal team more hours to focus on higher-value activities
Email Automation
SMS Automation
Lead Nurture Campaigns
Appointment Reminders
Internal Notification
If/Else Condition
Tasks and Operations
Post-Sale Follow-Up
Finance and Reporting
FUNNEL BUILDING
Create a smoother digital customer journey that systematically qualifies traffic, generates targeted leads, and drives consistent conversions.
Landing Pages
Lead Generation Funnels
Booking Funnels
Sales Funnels
Forms
Thank You Pages
Check-Out and Upsell Pages
A/B Split Testing
Digital Downloads
AI AGENTS
Deliver faster responses, improve the overall customer experience, automate repetitive tier-1 questions, and extend availability beyond regular working hours
AI chatbots
Voice AI
Knowledge Base Creation
Appointment Booking AI
Customer Support
Live Chat Handoff
Suggestive Modes
Real Time Test
Knowledge Source Testing
STRATEGIC ADVANTAGE
WHAT MAKES ME DIFFERENT
I Connect Business Operations with Financial Intelligence
COST REDUCTION AND PROCESS EFFICIENCY
DATA DRIVEN DECISION MAPPING
INTEGRATED BUSINESS INTELLIGENCE
sustainable Long-Term Success
PORTFOLIO HIGHLIGHTS
SEE MY WORK IN ACTION
A curated selection of case studies, real-world data, and proven results
FUNNEL DESIGNS
AI AGENT AND WORKFLOW AUTOMATION
Apollo to GoHighLevel Lead Capture Automation
Automated lead capture from Apollo to GoHighLevel using Zapier. When a prospect's contact details are accessed in Apollo, they are automatically added to GoHighLevel and tagged as "Apollo Leads" for easy organization and follow-up
Appointment Confirmation, Reminder & No-Show NURTURE
Workflow that automatically sends appointment confirmations, reminder emails (24 hours, 1 hour, and 5 minutes before appointment), follows up with no-show customers, and restarts the reminder sequence when they successfully rebook
Lead Source Segmentation & Referral Reward
Automatically segments new leads by source and sends personalized emails, while a separate QA-verified workflow rewards referrers with a thank-you email and discount
VOICE AI DEMO
Designed and implemented a conversational Voice AI using GoHighLevel that handles customer enquiries, provides educational guidance, manages appointment bookings, and delivers a natural, human-like customer experience
OPERATIONS ESCALATION PIPELINE | Zapier
Built a Zapier workflow that automatically routes operations support requests by priority, logs all requests in Trello, and sends Slack alerts for high and critical issues to ensure faster escalation and response.
CUSTOMER FEEDBACK RESPONSE | ZAPIER
Analyzes customer ratings and feedback comments to generate personalized thank-you emails. Positive and negative reviews follow different response paths, helping businesses improve customer engagement while reducing manual follow-up
INVOICE DATA EXTRACTION AND FILING | MAKE.COM
Automates the extraction of key invoice and receipt details from PDF attachments, records the data in Google Sheets, organizes supporting documents in Google Drive by year and month, and links each file to its corresponding record for easier tracking and retrieval
GOOGLE MAP LEAD SCRAPPING | MAKE.COM
Automated lead generation workflow using Apify, Make.com, and Google Sheets to capture Google Maps business data, prevent duplicate entries, and organize qualified leads in a centralized database for faster and more efficient prospecting.
WEEKLY FINANCIAL SUMMARY | n8n
Automated weekly financial reporting workflow built in n8n that pulls financial data from XERO, calculates revenue, expenses, net profit, and ending cash balance, stores the weekly cash position in Google Sheets, and sends a formatted summary to Slack
BANK STATEMENT ANALYSIS | n8n
Automates PDF bank statement processing using n8n, Gemini, and JavaScript to extract and categorize transactions, calculate key financial metrics, and generate a dashboard for faster cash flow and spending analysis.
FINANCIAL MANAGEMENT AND ANALYSIS
THE ROADMAP
HOW WE WORK TOGETHER
A clear, collaborative process designed to align operations with your financial goals
DISCOVER
Understand your business, financial goals, structural gaps, and current back-office challenges
ASSESS
Identify bottlenecks in your spreadsheets, workflows, and operations to design custom strategies
IMPLEMENT
Build highly practical, durable custom solutions using financial best practices and GoHighLevel engines
OPTIMIZE
Continuously refine pipelines, workflow processes, and management reports as your business scales
KIND WORDS
PARTNERING FOR BUSINESS SUCCESS
Real feedback from partners, leaders, and businesses I have worked with
HELP CENTER
GOT A QUESTION IN MIND?
Everything you need to know before we kick off our first project together
What FP&A services do you provide?
I can support budgeting, forecasting, pricing, data analysis, variance analysis, management reporting, financial modeling, KPI development, profitability analysis, cash-flow planning, and decision-support analysis
Do you also provide accounting services?
Yes.
My professional background includes accounting operations, reconciliations, accounts payable, accounts receivable, month-end support, financial reporting, and taxation and audit support. The exact accounting support available will depend on the project and business requirements
Are you a GoHighLevel expert?
I have completed intensive, hands-on GoHighLevel training and successfully built practical projects involving funnels, CRM setup, automation, appointment systems, conversational AI, voice AI, courses, and memberships.
I am continuing to build my professional client experience with the platform and currently expanding my technical expertise through advanced, full-indepth automation masterclasses.
I position myself honestly as a trained GoHighLevel specialist with strong transferable experience from more than 12 years in finance and FP&A
What GoHighLevel services do you offer?
I can support CRM setup, pipelines, forms, surveys, calendars, funnels, landing pages, workflows, email sequences, appointment reminders, customer follow-up, conversational AI, voice AI, courses, memberships, and basic reporting. The exact service depends on your business needs and project scope.
Do I need both GoHighLevel and FP&A services?
Not necessarily. My services are offered separately.
You may hire me only for GoHighLevel support, only for financial analysis, or for a project that connects both areas.
Who do you typically work with?
I can support small businesses, service-based businesses, agencies, consultants, coaches, startups, professional firms, course creators, finance teams, and companies using GoHighLevel.
Can you work as part of an existing team?
Yes.
I can work independently or collaborate with business owners, marketing teams, sales teams, operations teams, developers, accountants, and finance leaders.
Are you available for full-time employment?
Yes.
I am open to suitable remote employment opportunities involving GoHighLevel, Revenue Operations, CRM, automation, FP&A, finance, or a combination of these areas
Are you available for freelance projects?
Yes.
I am available for selected project-based and ongoing freelance engagements.
How do we get started?
The first step is a discovery conversation. We will discuss your current situation, objectives, systems, challenges, and priorities. After that, I can recommend a practical scope of work or determine whether the opportunity is a good fit.
PROJECT Excellence Delivered.
© 2026 Joyce Dalay - All Rights Reserved
FOR BUSINESSES READY TO OPERATE SMARTER
BUILD A BUSINESS THAT GROWS
WITHOUT LOSING SIGHT OF PROFITABILITY
TURN BETTER SYSTEMS INTO BETTER FINANCIAL RESULTS
More revenue does not always mean better performance. I help businesses improve the processes behind growth so they can convert more opportunities, reduce unnecessary work, manage costs and cashflows, and build healthier margins
Available for freelance projects, long-term partnerships, and remote employment opportunities.
TOOLS AND PLATFORMS I USED
THE FRICTION BEHIND GROWTH
Take the Blindfold Off Your Business Growth Strategy
You're bringing in customers. Your team is busy. Revenue is growing. But behind the scenes...
LACK OF FINANCIAL TRANSPARENCY
Financial reports don't tell the full story, leaving you blind regarding true margins, cash burn rate, and real-time profitability
SCATTERED CUSTOMER DATA
Customer information is scattered across different legacy software systems, text threads, and uncoordinated tools.
ADMINISTRATIVE TIME DRAIN
Repetitive manual administrative work takes too much time, keeping your core team chained to copy-paste tasks instead of growth
LEADS SLIPPING AWAY
Potential leads occasionally slip through the cracks of a messy inbox because there is no automated lead-capture safety net.
UNSTRUCTURED FOLLOW-UP
Follow-ups depend completely on someone remembering to do them—leaving conversions and lifetime customer value on the table.
MISSING 24/7 RESPONSIVENESS
Modern customers expect instant responses—even outside normal business hours. If you are sleeping, they move on
Scaling is restricted by operational capacity rather than market opportunities
THE IDEAL STATE
Upgrade your operations, multiply your results
Experience total clarity over your numbers, your client pipeline, and your backend operations—even when you are completely offline
FINANCIAL CERTAINTY
You understand exactly where your business stands financially with dynamic forecasts, clean reports, and absolute clarity on cash flow
SLEEK CUSTOMER JOURNEY
Your customer journey is perfectly organized in a centralized CRM, from the very first inquiry through ongoing customer support
HANDS-OFF AUTOMATION
Routine back-office admin tasks, client onboarding, and lead follow-ups happen automatically without manual errors
HIGH-CONVERTING FUNNELS
Turn anonymous traffic into loyal customers with optimized, automated landing pages and follow-up sequences engineered to maximize your conversion rates
ROUND-THE-CLOCK ENGAGEMENT
Potential clients receive instant, friendly, automated text or chat responses to capture inquiries, even while you are completely away
CONNECTED BUSINESS STRATEGY
And every technical system and financial spreadsheet works together seamlessly to support sustainable, scalable business growth
GET TO KNOW ME
Hi, I'm JOYCE
I began my accounting career in 2011, building experience across the full accounting cycle, financial reporting, budgeting, cash management, and later FP&A.
Over time, my focus shifted from simply reporting results to helping businesses understand what drives revenue, costs, cash flow, and margins—and how better decisions can improve financial performance.
That led me to expand into GoHighLevel, CRM systems, funnel building, workflow automation, and AI, so I could not only analyze the numbers, but also help improve the processes behind them.
Today, I combine financial insight with business systems and automation to help businesses operate more efficiently, convert opportunities more effectively, and scale more profitably.
$1.64 M +
CONTRACTS WON and closed
CAD 100K
MONTHLY REVENUE SECURED
90% +
DENIED claims reduced
45 H
REPORTING HOURS SAVED
CORE FRAMEWORK
HOW I OPTIMIZE YOUR BUSINESS
An integrated system of professional services engineered to streamline your back office, marketing engines, and cash flow
FINANCIAL MANAGEMENT AND FP&A
Know exactly where your business stands, identify opportunities for improvement, and make decisions backed by reliable, professional financial information.
Bookkeeping
Forecasting
Profitability Analysis
Financial Reporting
Cashflow Planning
Management Reporting
Budgeting
KPI Dashboard
Financial Modelling
CRM IMPLEMENTATION
Create a centralized, efficient database that helps you manage leads, customers, and sales opportunities more effectively without relying on loose papers or notes
CRM set-up
Forms
Customer Journey Design
Pipeline
Contact Organization
Data Migration
Calendar
Opportunity Tracking
Client Onboarding
workflow automation
Reduce manual work, improve client consistency, prevent human error, and give your internal team more hours to focus on higher-value activities
Email Automation
SMS Automation
Lead Nurture Campaigns
Appointment Reminders
Internal Notification
If/Else Condition
Tasks and Operations
Post-Sale Follow-Up
Finance and Reporting
FUNNEL BUILDING
Create a smoother digital customer journey that systematically qualifies traffic, generates targeted leads, and drives consistent conversions.
Landing Pages
Lead Generation Funnels
Booking Funnels
Sales Funnels
Forms
Thank You Pages
Check-Out and Upsell Pages
A/B Split Testing
Digital Downloads
AI AGENTS
Deliver faster responses, improve the overall customer experience, automate repetitive tier-1 questions, and extend availability beyond regular working hours
AI chatbots
Voice AI
Knowledge Base Creation
Appointment Booking AI
Customer Support
Live Chat Handoff
Suggestive Modes
Real Time Test
Knowledge Source Testing
STRATEGIC ADVANTAGE
WHAT MAKES ME DIFFERENT
I Connect Business Operations with Financial Intelligence
COST REDUCTION AND PROCESS EFFICIENCY
DATA DRIVEN DECISION MAPPING
INTEGRATED BUSINESS INTELLIGENCE
sustainable Long-Term Success
PORTFOLIO HIGHLIGHTS
SEE MY WORK IN ACTION
A curated selection of case studies, real-world data, and proven results
FUNNEL DESIGNS
AI AGENT AND WORKFLOW AUTOMATION
Apollo to GoHighLevel Lead Capture Automation
Automated lead capture from Apollo to GoHighLevel using Zapier. When a prospect's contact details are accessed in Apollo, they are automatically added to GoHighLevel and tagged as "Apollo Leads" for easy organization and follow-up
Appointment Confirmation, Reminder & No-Show NURTURE
Workflow that automatically sends appointment confirmations, reminder emails (24 hours, 1 hour, and 5 minutes before appointment), follows up with no-show customers, and restarts the reminder sequence when they successfully rebook
Lead Source Segmentation & Referral Reward
Automatically segments new leads by source and sends personalized emails, while a separate QA-verified workflow rewards referrers with a thank-you email and discount
VOICE AI DEMO
Designed and implemented a conversational Voice AI using GoHighLevel that handles customer enquiries, provides educational guidance, manages appointment bookings, and delivers a natural, human-like customer experience
OPERATIONS ESCALATION PIPELINE | Zapier
Built a Zapier workflow that automatically routes operations support requests by priority, logs all requests in Trello, and sends Slack alerts for high and critical issues to ensure faster escalation and response.
CUSTOMER FEEDBACK RESPONSE | ZAPIER
Analyzes customer ratings and feedback comments to generate personalized thank-you emails. Positive and negative reviews follow different response paths, helping businesses improve customer engagement while reducing manual follow-up
INVOICE DATA EXTRACTION AND FILING | MAKE.COM
Automates the extraction of key invoice and receipt details from PDF attachments, records the data in Google Sheets, organizes supporting documents in Google Drive by year and month, and links each file to its corresponding record for easier tracking and retrieval
GOOGLE MAP LEAD SCRAPPING | MAKE.COM
Automated lead generation workflow using Apify, Make.com, and Google Sheets to capture Google Maps business data, prevent duplicate entries, and organize qualified leads in a centralized database for faster and more efficient prospecting.
WEEKLY FINANCIAL SUMMARY | n8n
Automated weekly financial reporting workflow built in n8n that pulls financial data from XERO, calculates revenue, expenses, net profit, and ending cash balance, stores the weekly cash position in Google Sheets, and sends a formatted summary to Slack
BANK STATEMENT ANALYSIS | n8n
Automates PDF bank statement processing using n8n, Gemini, and JavaScript to extract and categorize transactions, calculate key financial metrics, and generate a dashboard for faster cash flow and spending analysis.
FINANCIAL MANAGEMENT AND ANALYSIS
THE ROADMAP
HOW WE WORK TOGETHER
A clear, collaborative process designed to align operations with your financial goals
DISCOVER
Understand your business, financial goals, structural gaps, and current back-office challenges
ASSESS
Identify bottlenecks in your spreadsheets, workflows, and operations to design custom strategies
IMPLEMENT
Build practical, custom solutions using financial best practices and GHL engines
OPTIMIZE
Continuously refine pipelines, workflow processes, and management reports as your business scales
KIND WORDS
PARTNERING FOR BUSINESS SUCCESS
Real feedback from partners, leaders, and businesses I have worked with
HELP CENTER
GOT A QUESTION IN MIND?
Everything you need to know before we kick off our first project together
What FP&A services do you provide?
I can support budgeting, forecasting, pricing, data analysis, variance analysis, management reporting, financial modeling, KPI development, profitability analysis, cash-flow planning, and decision-support analysis
Do you also provide accounting services?
Yes.
My professional background includes accounting operations, reconciliations, accounts payable, accounts receivable, month-end support, financial reporting, and taxation and audit support. The exact accounting support available will depend on the project and business requirements
Are you a GoHighLevel expert?
I have completed intensive, hands-on GoHighLevel training and successfully built practical projects involving funnels, CRM setup, automation, appointment systems, conversational AI, voice AI, courses, and memberships.
I am continuing to build my professional client experience with the platform and currently expanding my technical expertise through advanced, full-indepth automation masterclasses.
I position myself honestly as a trained GoHighLevel specialist with strong transferable experience from more than 12 years in finance and FP&A
What GoHighLevel services do you offer?
I can support CRM setup, pipelines, forms, surveys, calendars, funnels, landing pages, workflows, email sequences, appointment reminders, customer follow-up, conversational AI, voice AI, courses, memberships, and basic reporting. The exact service depends on your business needs and project scope.
Do I need both GoHighLevel and FP&A services?
Not necessarily. My services are offered separately.
You may hire me only for GoHighLevel support, only for financial analysis, or for a project that connects both areas.
Who do you typically work with?
I can support small businesses, service-based businesses, agencies, consultants, coaches, startups, professional firms, course creators, finance teams, and companies using GoHighLevel.
Can you work as part of an existing team?
Yes.
I can work independently or collaborate with business owners, marketing teams, sales teams, operations teams, developers, accountants, and finance leaders.
Are you available for full-time employment?
Yes.
I am open to suitable remote employment opportunities involving GoHighLevel, Revenue Operations, CRM, automation, FP&A, finance, or a combination of these areas
Are you available for freelance projects?
Yes.
I am available for selected project-based and ongoing freelance engagements.
How do we get started?
The first step is a discovery conversation. We will discuss your current situation, objectives, systems, challenges, and priorities. After that, I can recommend a practical scope of work or determine whether the opportunity is a good fit.
PROJECT Excellence Delivered.
© 2026 Joyce Dalay - All Rights Reserved
FOR BUSINESSES READY TO OPERATE SMARTER
BUILD A BUSINESS THAT GROWS WITHOUT
LOSING SIGHT OF PROFITABILITY
TURN BETTER SYSTEMS INTO BETTER FINANCIAL RESULTS
More revenue does not always mean better performance. I help businesses improve the processes behind growth so they can convert more opportunities, reduce unnecessary work, manage costs and cashflows, and build healthier margins
Available for freelance projects, long-term partnerships, and remote employment opportunities.
TOOLS AND PLATFORMS I USED
THE FRICTION BEHIND GROWTH
Take the Blindfold Off Your Business Growth Strategy
You're bringing in customers. Your team is busy. Revenue is growing. But behind the scenes...
LACK OF FINANCIAL TRANSPARENCY
Financial reports don't tell the full story, leaving you blind regarding true margins, cash burn rate, and real-time profitability
SCATTERED CUSTOMER DATA
Customer information is scattered across different legacy software systems, text threads, and uncoordinated tools.
ADMINISTRATIVE TIME DRAIN
Repetitive manual administrative work takes too much time, keeping your core team chained to copy-paste tasks instead of growth
LEADS SLIPPING AWAY
Potential leads occasionally slip through the cracks of a messy inbox because there is no automated lead-capture safety net.
UNSTRUCTURED FOLLOW-UP
Follow-ups depend completely on someone remembering to do them—leaving conversions and lifetime customer value on the table.
MISSING 24/7 RESPONSIVENESS
Modern customers expect instant responses—even outside normal business hours. If you are sleeping, they move on
Scaling is restricted by operational capacity rather than market opportunities
THE IDEAL STATE
Upgrade your operations, multiply your results
Experience total clarity over your numbers, your client pipeline, and your backend operations—even when you are completely offline
FINANCIAL CERTAINTY
You understand exactly where your business stands financially with dynamic forecasts, clean reports, and absolute clarity on cash flow
SLEEK CUSTOMER JOURNEY
Your customer journey is perfectly organized in a centralized CRM, from the very first inquiry through ongoing customer support
HANDS-OFF AUTOMATION
Routine back-office admin tasks, client onboarding, and lead follow-ups happen automatically without manual errors
HIGH-CONVERTING FUNNELS
Turn anonymous traffic into loyal customers with optimized, automated landing pages and follow-up sequences engineered to maximize your conversion rates
ROUND-THE-CLOCK ENGAGEMENT
Potential clients receive instant, friendly, automated text or chat responses to capture inquiries, even while you are completely away
CONNECTED BUSINESS STRATEGY
And every technical system and financial spreadsheet works together seamlessly to support sustainable, scalable business growth
GET TO KNOW ME
Hi, I'm JOYCE
I began my accounting career in 2011, building experience across the full accounting cycle, financial reporting, budgeting, cash management, and later FP&A.
Over time, my focus shifted from simply reporting results to helping businesses understand what drives revenue, costs, cash flow, and margins—and how better decisions can improve financial performance.
That led me to expand into GoHighLevel, CRM systems, funnel building, workflow automation, and AI, so I could not only analyze the numbers, but also help improve the processes behind them.
Today, I combine financial insight with business systems and automation to help businesses operate more efficiently, convert opportunities more effectively, and scale more profitably.
$1.64 M +
CONTRACTS WON and closed
CAD 100K
MONTHLY REVENUE SECURED
90% +
DENIED claims reduced
45 H
REPORTING HOURS SAVED
CORE FRAMEWORK
HOW I OPTIMIZE YOUR BUSINESS
An integrated system of professional services engineered to streamline your back office, marketing engines, and cash flow
FINANCIAL MANAGEMENT AND FP&A
Know exactly where your business stands, identify opportunities for improvement, and make decisions backed by reliable, professional financial information.
Bookkeeping
Forecasting
Profitability Analysis
Financial Reporting
Cashflow Planning
Management Reporting
Budgeting
KPI Dashboard
Financial Modelling
CRM IMPLEMENTATION
Create a centralized, efficient database that helps you manage leads, customers, and sales opportunities more effectively without relying on loose papers or notes
CRM set-up
Forms
Customer Journey Design
Pipeline
Contact Organization
Data Migration
Calendar
Opportunity Tracking
Client Onboarding
workflow automation
Reduce manual work, improve client consistency, prevent human error, and give your internal team more hours to focus on higher-value activities
Email Automation
SMS Automation
Lead Nurture Campaigns
Appointment Reminders
Internal Notification
If/Else Condition
Tasks and Operations
Post-Sale Follow-Up
Finance and Reporting
FUNNEL BUILDING
Create a smoother digital customer journey that systematically qualifies traffic, generates targeted leads, and drives consistent conversions.
Landing Pages
Lead Generation Funnels
Booking Funnels
Sales Funnels
Forms
Thank You Pages
Check-Out and Upsell Pages
A/B Split Testing
Digital Downloads
AI AGENTS
Deliver faster responses, improve the overall customer experience, automate repetitive tier-1 questions, and extend availability beyond regular working hours
AI chatbots
Voice AI
Knowledge Base Creation
Appointment Booking AI
Customer Support
Live Chat Handoff
Suggestive Modes
Real Time Test
Knowledge Source Testing
STRATEGIC ADVANTAGE
WHAT MAKES ME DIFFERENT
I Connect Business Operations with Financial Intelligence
COST REDUCTION AND PROCESS EFFICIENCY
DATA DRIVEN DECISION MAPPING
INTEGRATED BUSINESS INTELLIGENCE
sustainable Long-Term Success
PORTFOLIO HIGHLIGHTS
SEE MY WORK IN ACTION
A curated selection of case studies, real-world data, and proven results
FUNNEL DESIGNS
AI AGENT AND WORKFLOW AUTOMATION
Apollo to GoHighLevel Lead Capture Automation
Automated lead capture from Apollo to GoHighLevel using Zapier. When a prospect's contact details are accessed in Apollo, they are automatically added to GoHighLevel and tagged as "Apollo Leads" for easy organization and follow-up
Appointment Confirmation, Reminder & No-Show NURTURE
Workflow that automatically sends appointment confirmations, reminder emails (24 hours, 1 hour, and 5 minutes before appointment), follows up with no-show customers, and restarts the reminder sequence when they successfully rebook
Lead Source Segmentation & Referral Reward
Automatically segments new leads by source and sends personalized emails, while a separate QA-verified workflow rewards referrers with a thank-you email and discount
VOICE AI DEMO
Designed and implemented a conversational Voice AI using GoHighLevel that handles customer enquiries, provides educational guidance, manages appointment bookings, and delivers a natural, human-like customer experience
OPERATIONS ESCALATION PIPELINE | Zapier
Built a Zapier workflow that automatically routes operations support requests by priority, logs all requests in Trello, and sends Slack alerts for high and critical issues to ensure faster escalation and response.
CUSTOMER FEEDBACK RESPONSE | ZAPIER
Analyzes customer ratings and feedback comments to generate personalized thank-you emails. Positive and negative reviews follow different response paths, helping businesses improve customer engagement while reducing manual follow-up
INVOICE DATA EXTRACTION AND FILING | MAKE.COM
Automates the extraction of key invoice and receipt details from PDF attachments, records the data in Google Sheets, organizes supporting documents in Google Drive by year and month, and links each file to its corresponding record for easier tracking and retrieval
GOOGLE MAP LEAD SCRAPPING | MAKE.COM
Automated lead generation workflow using Apify, Make.com, and Google Sheets to capture Google Maps business data, prevent duplicate entries, and organize qualified leads in a centralized database for faster and more efficient prospecting.
WEEKLY FINANCIAL SUMMARY | n8n
Automated weekly financial reporting workflow built in n8n that pulls financial data from XERO, calculates revenue, expenses, net profit, and ending cash balance, stores the weekly cash position in Google Sheets, and sends a formatted summary to Slack
BANK STATEMENT ANALYSIS | n8n
Automates PDF bank statement processing using n8n, Gemini, and JavaScript to extract and categorize transactions, calculate key financial metrics, and generate a dashboard for faster cash flow and spending analysis.
FINANCIAL MANAGEMENT AND ANALYSIS
THE ROADMAP
HOW WE WORK TOGETHER
A clear, collaborative process designed to align operations with your financial goals
DISCOVER
Understand your business, financial goals, structural gaps, and current back-office challenges
ASSESS
Identify bottlenecks in your spreadsheets, workflows, and operations to design custom strategies
IMPLEMENT
Build practical, custom solutions using financial best practices and GHL engines
OPTIMIZE
Continuously refine pipelines, workflow processes, and management reports as your business scales
KIND WORDS
PARTNERING FOR BUSINESS SUCCESS
Real feedback from partners, leaders, and businesses I have worked with
HELP CENTER
GOT A QUESTION IN MIND?
Everything you need to know before we kick off our first project together
What FP&A services do you provide?
I can support budgeting, forecasting, pricing, data analysis, variance analysis, management reporting, financial modeling, KPI development, profitability analysis, cash-flow planning, and decision-support analysis
Do you also provide accounting services?
Yes.
My professional background includes accounting operations, reconciliations, accounts payable, accounts receivable, month-end support, financial reporting, and taxation and audit support. The exact accounting support available will depend on the project and business requirements
Are you a GoHighLevel expert?
I have completed intensive, hands-on GoHighLevel training and successfully built practical projects involving funnels, CRM setup, automation, appointment systems, conversational AI, voice AI, courses, and memberships.
I am continuing to build my professional client experience with the platform and currently expanding my technical expertise through advanced, full-indepth automation masterclasses.
I position myself honestly as a trained GoHighLevel specialist with strong transferable experience from more than 12 years in finance and FP&A
What GoHighLevel services do you offer?
I can support CRM setup, pipelines, forms, surveys, calendars, funnels, landing pages, workflows, email sequences, appointment reminders, customer follow-up, conversational AI, voice AI, courses, memberships, and basic reporting. The exact service depends on your business needs and project scope.
Do I need both GoHighLevel and FP&A services?
Not necessarily. My services are offered separately.
You may hire me only for GoHighLevel support, only for financial analysis, or for a project that connects both areas.
Who do you typically work with?
I can support small businesses, service-based businesses, agencies, consultants, coaches, startups, professional firms, course creators, finance teams, and companies using GoHighLevel.
Can you work as part of an existing team?
Yes.
I can work independently or collaborate with business owners, marketing teams, sales teams, operations teams, developers, accountants, and finance leaders.
Are you available for full-time employment?
Yes.
I am open to suitable remote employment opportunities involving GoHighLevel, Revenue Operations, CRM, automation, FP&A, finance, or a combination of these areas
Are you available for freelance projects?
Yes.
I am available for selected project-based and ongoing freelance engagements.
How do we get started?
The first step is a discovery conversation. We will discuss your current situation, objectives, systems, challenges, and priorities. After that, I can recommend a practical scope of work or determine whether the opportunity is a good fit.
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