Projects

Closer Control (employer — internal platform build)

Seller Disposition Automation Engine

A single custom field is the source of truth for lead stage. A sync automation reacts to changes in that field and fans out updates to tags, pipeline stage, and campaign enrollment — keeping the whole system consistent off one source of truth instead of scattered per-workflow logic.

Lead InTagged & AttributedCampaignAI Books Appointment

Closer Control (internal platform build)

Signal Sniping ("Niche Data" Campaigns)

Client-provided county record lists are cleaned and fed into the "Start Niche Data Process" workflow, which routes each contact into one of 11 niche campaigns. All 11 feed a shared delivery-tracking workflow; failed deliveries route to error handling, and successful non-responders continue into the County Record qualification path of the Seller Disposition Engine.

Data InCleaned & OrganizedNiche-RoutedDelivery Tracked

Closer Control (internal — recurring operational responsibility)

Client Onboarding & Technical Mentorship

A new client signs, gets the standard snapshot deployed, then A2P/10DLC compliance and phone provisioning. If legacy CRM data exists it is migrated; then the relevant lead-source platform is connected via Zapier. Once live, the account is handed to support with ongoing technical mentorship.

Client SignsSnapshot DeployedIntegrations ConnectedLive + Mentored

Closer Control client (single sub-account; anonymized in public-facing copy)

NOD/NTS Foreclosure-Stage Disposition System

Non-responders from the Signal Sniping campaign, or leads manually classified after a qualifying call, trigger the shared seller_disposition-changed sync automation (now with 7 new branches) which sets tag, pipeline stage, and campaign enrollment. NTS Active additionally watches auction_date and auto-removes the contact from outreach once the auction date arrives; Bankruptcy Hold disables all outreach and the AI bot, replacing it with an automated 30–45 day compliance-check task.

Lead InDisposition SetCompliance EnforcedSynced to Pipeline

Residual Marketing (Houston, TX) — independent freelance client, outside Closer Control employment

AI Voice Appointment Setter & Sales Pipeline Automation

A lead arrives through a Meta/Facebook/Instagram lead form and enters the pipeline via the Meta Lead Management workflow. If a human doesn't contact the lead in time, Alice — the native AI Voice Agent — takes over and places a qualification call; the outcome routes the lead to booking or nurture. Qualified leads get booked directly onto the business owner's live calendar, and the deal only moves to Closed Won once a Stripe payment actually clears, with the whole pipeline centrally routed by a single Pipeline Changed workflow.

Lead InAlice QualifiesMeeting BookedPayment Confirms