Systems & Automation Portfolio
I architect backend operations, data infrastructure, and marketing automation frameworks that convert leads and eliminate manual inefficiencies.
Active Platform Builds & Blueprints
15-Minute Speed-to-Lead Escalation Engine
Designed a cross-object automation process to catch unbooked inbound leads and trigger immediate internal alerts before intent drops off.
- Data Split Logic: Uses custom
Meeting Create Date is Knownobject parameters. - Fail-safe Mechanism: Instantly fires high-priority CRM tasks if calendar sync is missing.
CRM Data Governance & Naming Playbook
A standard operations manual specifying system-level syntax structure to prevent campaign messiness and broken attribution links.
- Syntax Rule: Established
[Hub] - [Campaign] - [Asset] - [Year]standardization. - Storage Optimization: Created a clean 3-folder hierarchy for lightning-fast asset discovery.
Universal Multi-Channel Launch Tracker
A comprehensive tracking architecture built to assist cross-functional teams in planning, QA checking, and monitoring multi-channel launches.
- Pre-flight Controls: Contains rigorous link validation and tracking pixel verifications.
- UTM Tracking: Built-in structural fields for uniform analytics tracking parameters.
In-Demand Client Solutions (Coming Soon)
Meta Ads Instant CRM Router & Slack Notifier
A highly requested cross-platform setup that bypasses native sync delays, immediately routing Facebook/IG leads directly to sales teams.
- Instant Parsing: Formats raw Webhook payloads into structured CRM records.
- Slack Alerts: Pushes live details straight to team channels inside 60 seconds of ad clicks.
Post-Sale Automated Client Onboarding System
Automates the entire handover process the moment a deal closes, eliminating manual email check-ins and delays for new accounts.
- Trigger Event: Activates immediately when a pipeline Deal moves to “Closed Won”.
- Asset Generation: Automatically sends onboarding surveys, contracts, and personalized file structures.
CRM Cleanse Loop: Automated Duplicate & Capitalization Scrubber
An automated maintenance routine running in the background to sanitize low-quality inputs before email broadcasts fire.
- Data Normalization: Auto-capitalizes first names and strips out whitespace errors.
- Deduplication Engine: Regularly cross-checks email hashes to protect domain sender reputations.