Portfolio & Case Studies

A few pieces from my collection of work across 6 years operating at the intersection of Marketing, Sales, and
Revenue Operations, specializing in CRM strategy. Each project here reflects how I actuallywork: building
clean, connected systems that turn scattered data and manual processes into revenue engines that scale.

Note: The photos are not always 100% factual since the data I worked with companies are confidential.

Technology Services & Software Engineering Firm

Technology consulting and engineering firm offering custom software, AI & automation, cloud/infrastructure, and media/engineering solutions across multiple industries.

Role Description: Standing up the entire revenue engine — the funnels that capture leads, the CRM and automation that route and nurture them,
the AI-assisted outreach that qualifies them, and the dashboards that show Marketing and Sales what's actually working.

Role Description: Standing up the entire revenue engine — the funnels that capture leads, the CRM and automation
that route andnurture them, the AI-assisted outreach that qualifies them, and the dashboards that show Marketing
and Sales what's actually working.

Role Description: Standing up the entire revenue
engine — the funnels that capture leads, the CRM
and automation that route and nurture them, the
AI-assisted outreach that qualifies them, and
the dashboards that show Marketing and Sales
what's actually working.

Major HubSpot Workflow Automations for Marketing and Sales

Automatically score inbound leads, nurture the not-yet-ready ones, and hand qualified leads to Sales the moment they cross the MQL threshold — no manual triage.

Major HubSpot Workflow Automations for Marketing and Sales

Automatically score inbound leads, nurture the not-yet-ready ones, and hand qualified leads to Sales the moment they cross the MQL threshold — no manual triage.

Executive Dashboards & Reporting

A single-view executive dashboard consolidating HubSpot CRM and BigQuery data to give leadership real-time visibility into pipeline coverage, forecast accuracy, and revenue attribution across industries and service lines.

Executive Dashboards & Reporting

BUSINESS IMPACT

Improved reporting accuracy, faster lead routing, stronger nurture coverage, clearer pipeline prioritization, and better forecast visibility for leadership.

TECH STACK

HubSpot · BigQuery · Looker · Coupler.io · Looker · Projector Atlassian · GA4 · Sheets · Airtable ·

Title‑insurance Services Network

Network of title/escrow/title‑insurance service providers supporting real‑estate closings

Role Description: Architected automated GoHighLevel workflows and CRM pipelines integrated with Zapier to drive lead routing and conversions.

Role Description: Architected automated GoHighLevel workflows and CRM pipelines integrated with Zapier to drive
lead routing and conversions.

GoHighLevel Sales Funnel + WordPress

Build 3 conversion-optimized sales funnels for our ICP (homeowners with equity — from tech-comfortable general homeowners to seniors) using WordPress landing pages and GoHighLevel, each mapped to a distinct entry point: free title check, property lien report, and direct subscription.

GoHighLevel Sales Funnel + WordPress

Retell.ai + GoHighLevel Automation Cold-Caller

Build an AI voice caller with Retell.ai integrated into GoHighLevel to reach and qualify homeowner leads at scale — across both seniors and general homeowners — then hand warm prospects to a live rep for the subscription conversation.

Retell.ai + GoHighLevel Automation Cold-Caller

BUSINESS IMPACT

Built the entire revenue engine from scratch for a D2C home title-fraud protection service, standing up three intent-based WordPress + GoHighLevel funnels, multi-stage CRM pipelines and Zapier automations that lifted qualified lead conversions by 25%.

TECH STACK

GHL · WordPress · Zendesk · Miro · Looker · Zapier · GA4 · Sheets · Bubble.io · Retell.ai · Google Workspace · N8N

Private equity holding company

Company investing in lower‑middle‑market businesses across manufacturing, business services, software/IT, healthcare and consumer sectors.

Role Description: Owned CRM and data operations end-to-end in HubSpot—managing pipelines, deduplication, and enrichment via PitchBook and
LinkedIn Sales Navigator while building standardized processes, dashboards, and automation workflows to support deal sourcing and executive operations.

Role Description: Architected automated GoHighLevel workflows and CRM pipelines integrated with Zapier to drive
lead routing and conversions.

Data Migration and Database Cleanup — Salesforce to HubSpot

Migrated the firm's entire deal-sourcing database from Salesforce to HubSpot, cleaning, deduplicating, and re-structuring records for companies, contacts, sponsors, and intermediaries so leadership could run proprietary deal flow from a single trusted system.

Data Migration and Database Cleanup — Salesforce to HubSpot

HubSpot and Lemlist Integration for Lead Generation and Outreach

Integrated Lemlist with HubSpot to build a systematic, personalized outreach engine for sourcing proprietary deals — targeting business owners, executives, and intermediaries in the firm's target sectors and syncing all activity back to the CRM.

HubSpot and Lemlist Integration for Lead Generation and Outreach

BUSINESS IMPACT

A single, trusted source of truth for deal flow. Migrated the firm's entire database from Salesforce to HubSpot and ran a full cleanup — deduplicating, merging, and standardizing company and contact records — so deal sourcers and executives could finally trust who had been contacted, which opportunities were active, and where each relationship stood, replacing a cluttered CRM that was slowing deal flow.

TECH STACK

HubSpot · Salesforce · MS 365 Workspace · Dropbox · Lemlist · Sales Navigator · Pitchbook · Claude ai · Outlook HubSpot Sales