• Build and manage GoHighLevel accounts, pipelines, funnels, campaigns, workflows, and automations. • Create workflow automations using Zapier, Make, direct webhooks, and API integrations. • Build and integrate AI agents using tools such as Cassidy, Custom GPTs, OpenAI, Anthropic, n8n, LangChain, or similar platforms. • Connect GoHighLevel with tools such as Stripe, Slack, Calendly, Fathom, ClickUp, and other business systems. • Design clean attribution systems from ad click to booked call to closed deal. • Troubleshoot technical issues across client accounts and internal systems. • Identify workflow inefficiencies and proactively suggest better technical solutions. • Document every build clearly through SOPs, Looms, process notes, and technical documentation. • Collaborate with media buyers, account managers, technical operators, and leadership teams.

• Scope, structure, and configure Pipedrive CRM environments for clients • Build advanced workflows and integrations using Zapier and related automation tools • Consult clients on lead management, pipeline optimisation, activity tracking, and reporting best practices • Create process documentation, blueprint reports, SOPs, and workflow maps • Deliver onboarding sessions, workshops, and ongoing CRM training • Troubleshoot automation and integration issues proactively • Recommend operational improvements and scalable system enhancements • Maintain strong client relationships through proactive communication and project ownership • Collaborate with internal stakeholders to ensure smooth project delivery • Use generative AI tools to improve workflows, documentation, and client solutions

• Build and configure complete GoHighLevel accounts from scratch. • Create pipelines, opportunity stages, custom fields, tags, workflows, and automations. • Build SMS and email nurture sequences including speed-to-lead and missed-call text-back automations. • Set up funnels, forms, calendars, integrations, and lead routing systems. • Build mobile-responsive, conversion-focused landing pages inside GoHighLevel. • Configure tracking, thank-you pages, forms, and confirmation flows. • Ensure all automations, pipelines, and integrations are fully tested and functioning correctly. • Connect third-party tools and automation platforms such as Zapier and Make when required. • Assist with Meta ad account setup, tracking systems, Meta Pixel, and Conversions API implementation. • QA all systems before launch to ensure clean execution and accurate lead tracking. • Lead kickoff and implementation calls with clients. • Gather project requirements, set expectations, and communicate project progress clearly. • Walk clients through completed builds and support them during launch. • Document completed systems and ensure smooth handoff processes.

• Manage and optimise the company’s HubSpot CRM environment. • Build, maintain, and improve workflows, automations, dashboards, and reporting systems. • Analyse existing business processes and identify opportunities for operational improvements. • Translate business requirements into effective HubSpot configurations and scalable solutions. • Ensure CRM data integrity, consistency, and reporting accuracy. • Support pipeline visibility, sales process tracking, and operational reporting. • Collaborate with internal teams to improve CRM adoption and process efficiency. • Document workflows, system changes, and operational best practices. • Assist with CRM clean-up, process mapping, and ongoing optimisation initiatives.