LEAD FOLLOW-UP · BOOKING · ONBOARDING · REACTIVATION
I build practical CRM workflows for service businesses across forms, calendars, follow-up, pipeline stages, tags, and staff notifications.
The follow-up you meant to send. The file you can’t find. The same update, typed for the fifth time. I help take that work off your plate.
Here’s how01 First, take a closer look
Before I build anything, I look at how work actually gets done. Where does it stall? Who is waiting on whom? What keeps landing back in your inbox?
I map the steps, spot the hold-ups, and help you decide what to fix first.
Files, inboxes, schedules, and records, organized around the way you work.
A clearer picture. A practical place to start.
02 Then, connect the pieces
A new lead shouldn’t mean five manual tasks. I connect the right steps so information gets where it needs to go, and your team knows what comes next.
Lead capture, pipelines, booking, and follow-ups that work together.
Fewer copy-and-paste tasks, with a person checking the decisions that need one.
Less chasing. More work moving forward.
03 Keep people in the loop
Some things need patience, context, and someone who follows through. I help people get answers and keep the details from slipping between teams.
Careful support for claims, benefits, prior authorizations, appeals, and patient communication.
Clear updates, accurate records, and the right person brought in when needed.
Someone is on it. Everyone knows where things stand.
04 Build it to last
A system is only useful if people can use it tomorrow. I write down the how, tidy up the rough edges, and help your workflows keep up as things change.
Practical guides your team can follow, from the first step to the final handoff.
Regular checks, useful adjustments, and support after the system goes live.
Built to be used. Easy to pick up again.
You don’t need a perfect brief. Tell me what takes too long, gets missed, or keeps coming back. We can work out the next step together.
Let’s talk about itFor Power Print, I built a GoHighLevel setup that keeps the customer's details with the job. Here's how a request moves through it.
Give the team a clear path from a new inquiry to an approved print job.
Quote forms, contact records, pipeline stages, and the workflows between them.
The quote form collects the customer's contact information and what they need printed. A confirmation lets them know the request has arrived.
See the form & confirmation
The quote form
Request receivedSave it to the customer's record
The submitted details sit in the customer's contact record, alongside their messages and activity. Whoever picks up the conversation can see what was requested.
See the contact record
Inside the contact record
Contact + requestGive the job a place in the pipeline
Each job moves through stages: a new inquiry, a quote sent, approval, then production. The board gives the team a shared view of what needs attention.
See the pipeline stages
The sales pipeline
Quote approvedPass the job to production
When a quote is approved, the workflow creates a task to prepare the order for production and notifies the team. The status change starts the work that follows.
See the workflow
The production handoff workflow
Ready for productionSee the complete build
Browse the forms, contact records, pipeline setup, and workflow tests from Power Print.
Good work is a conversation, a clear plan, and someone who follows through. Here’s what that looks like with me.
Follow the process01 / Listen Free consultation
Tell me where the day gets tangled. We’ll talk through your goals, the tasks that keep piling up, and what useful support would actually look like.
No perfect brief needed. Just a place to begin.
02 / Plan Strategy & onboarding
I turn that conversation into a practical plan. We agree on the work, set up the right tools and access, and make sure we both know what success looks like.
A little alignment now. A lot less guesswork later.
03 / Build Execution
The plan becomes real work. I build, organize, and test the details, with clear updates along the way. You know what’s moving, what needs your input, and what’s ready.
Fewer things to chase. More things moving forward.
04 / Refine Review & optimize
We look at what’s working in the real day-to-day. Your feedback shapes the refinements, and I document the details so the next steps feel easier to manage.
A stronger way of working, built with you.
Every good project starts somewhere.
I build practical CRM systems, workflow automations, and operational processes that keep businesses moving forward.
Operations.
Systems.
People.
AI Automation & Operations Specialist
01 / The beginning People before platforms
My interest in systems starts with the people doing the work.
I’m Angelo, based in Bohol, Philippines. My background spans healthcare support, office administration, and government operations. Claims, appointments, records, and follow-ups were part of the day-to-day.
That experience shapes what I build now: workflows that stay clear, useful, and easy to manage, without losing the human attention that great service needs.
02 Work experience
Healthcare, administration,
and public service.
Ibex Global Solutions (Philippines) Inc. — Bohol
Coordinated doctor appointments, created and managed appeals for denied claims, processed prior authorizations for treatments and medications, and provided prescription quotes and medication access support.
Ibex Global Solutions (Philippines) Inc. — Bohol
Delivered support to patients and providers on insurance, claims, and billing concerns. Verified member eligibility and benefits, tracked claims, and explained billing statements in a patient-friendly manner.
Dextel Trading — Tagbilaran City, Bohol
Assisted as an assistant pharmacist, verified prescriptions, managed stock levels and inventory control, and organized administrative documents with strong attention to detail.
Provincial Government of Bohol — Tagbilaran City
Encoded and updated data in the PGBH budget tracking system, prepared municipal budget allocations, reviewed Purchase Requests, and coordinated document routing with the Accounting Department.
03 My approach
Understand the work.
Then connect the steps.
Healthcare work made attention to detail and careful handling of information part of my approach. A clearer process still needs someone who understands the person at the other end.
Today, I bring that thinking to GoHighLevel, CRM systems, workflow design, and AI-assisted automation. I connect the repetitive steps, document how they work, and keep people involved where judgment matters.
See what I build04 Skills & tools
The practical work behind reliable service.
Build around a process that makes sense.
Careful information. Clear expectations.
Chosen around the work.
05 Certifications & courses
Business, technology, and the judgment to use both well.
Applied AI concepts for modern business workflows.
View CertificateSharpened analytical and decision-making skills in an AI-driven world.
View CertificateAgile methodologies for efficient project delivery.
View CertificateFoundational digital skills for the modern workplace.
View CertificateEnhancing client satisfaction and service excellence.
View CertificateData-driven insights to inform smarter business decisions.
View CertificateUnderstanding and analyzing financial statements.
View CertificateFrameworks and practices for strategy development in AI-enabled organizations.
View Certificate06 Working principles
You will always know what is in progress, what is complete, and where I need your input. Clear documentation and proactive updates are part of the work.
Automation is only useful when it is dependable. I test workflows, document key decisions, and keep human review points wherever judgment or sensitive information is involved.
I treat your processes and information with care. I am NDA-friendly, follow access controls, and work within your approved systems and data-handling requirements.
07 What I bring
A clearer process, a connected CRM, or dependable support for the work that keeps coming back.
Workflow Audit / Automation Build / Ongoing Support
Before we begin
Send a short project brief through the contact form. I’ll review the workflow and reply within one business day with focused questions or a recommended next step.
I work remotely and can align with your time zone. Standard availability is Monday to Friday, but flexible packages include weekend and emergency support.
I'm happy to sign a Non-Disclosure Agreement (NDA). I follow strict data-handling practices and use secure, password-protected tools to keep your information safe.
Yes. I can audit and improve an existing process, clean up a current CRM setup, or document what already works before recommending changes.
No. I automate stable, repetitive steps and keep human checkpoints wherever judgment, sensitive data, or an important client interaction is involved.
Less busywork. More forward motion.
Tell me what is slowing your team down.
We can work out a practical next step.
Share the workflow, task, or operational gap you want to improve. No rigid brief required—just a clear place to begin.
Send a short overview of your current process and desired outcome. I’ll respond within one business day with practical observations or a suggested next step.
I examine where tasks repeat or stall. Your message stays strictly confidential.
Expect concrete questions or a clear, practical recommendation.
A transparent assessment of alignment. No sales pressure, no automated pitches.