About Me

I am an AI Automation and Operations Specialist focused on building systems that help businesses manage leads, streamline workflows, and improve efficiency.

I design and implement solutions that reduce manual work, improve response speed, and help teams stay organized and consistent.

This portfolio highlights projects I built to improve operations through workflow automation and structured systems.

Featured Automation Projects

1. AI-Powered Lead Management System for a Wellness Coach

Overview

Built an automated lead to client system for a stress and burnout coach that handles qualification, outreach, and onboarding without manual intervention.

Problem

Leads were coming in manually and required constant human follow-up, causing delays, missed opportunities, and inconsistent onboarding.

Solution

Designed a full workflow that captures leads from a form, qualifies them in a database, and triggers an automated voice call to gather more information and assess interest.

If the lead is qualified, the system generates a personalized onboarding form and moves them into the next stage automatically.

Workflow

1. Lead submits website form
2. System creates lead record in the database
3. Lead is automatically qualified using stored data logic
4. AI voice agent calls the lead and collects additional information
5. Call is summarized and stored in the CRM
6. If interested, onboarding form is generated automatically