Projects

A 20-stage lead lifecycle state machine driven by a single custom field (seller_disposition). A sync automation watches the field and fans out updates to tags, pipeline stage, and campaign enrollment — packaged as a reusable GHL snapshot deployed across 200+ active client accounts.

7-stage foreclosure disposition system extending the core Seller Disposition Engine for a separate Closer Control client. Compliance-driven auction-date automation halts outreach when a sale date is reached. Bankruptcy Hold enforces a zero-outreach legal hold with an automated 30–45 day compliance-check task. AI bot objectives tailored to 7 distinct homeowner legal situations.

11 parallel niche-specific outbound SMS campaign systems — foreclosure, probate, divorce, inheritance, and more — each fed by a shared "Start Niche Data Process" workflow with dedicated delivery-tracking and error-handling automations.

End-to-end technical onboarding for new client accounts: snapshot deployment, A2P/10DLC compliance, phone provisioning, legacy CRM data migration, and Zapier integrations connecting 10 distinct lead source platforms. Plus hands-on technical mentorship for the support team as the client base scaled from ~8 to 200+ accounts.