Turn more leads into paying clients with automated funnels and follow-up systems.
CRM Architecture • Funnels • Automation • Sales Infrastructure • Landing Pages
Hey, I'm Patrick!
I specialize in building automation systems, CRM infrastructure, and funnels that help businesses streamline operations and scale revenue.
Using tools like CRM platforms, automation engines, and data systems, I help businesses turn scattered processes into structured, scalable systems.
I specialize in building automation systems, CRM infrastructure, and funnels that help businesses streamline operations and scale revenue. Using tools like CRM platforms, automation engines, and data systems, I help businesses turn scattered processes into structured, scalable systems.
Automation & CRM systems
Modern automation and integration tools
High-ticket application funnels
Building scalable, reliable business systems
Infrastructure & Software I Build With
The tools I use to build scalable automation, CRM infrastructure, revenue pipelines, and real-time notification systems.
infrastructure
Strategic implementation, not just "clicking around in tools".
I partner with founders, agencies, and lean RevOps teams to turn messy, manual processes into clean, traceable systems that support a premium client experience.
Conversion Funnels & Websites
High-converting funnels and clean marketing sites built in GoHighLevel or your preferred builder, with tracking and offers dialed in.
Sales funnels, webinar funnels, and lead magnets
Landing page build + split-test ready variations
Pixel, GA4, and event-based tracking wired in
Automation & Workflow Architecture
Strategic automation across Zapier, Make, GHL workflows, and Claude-powered sequences to remove manual tasks without breaking your data.
Intake, qualification & routing automations
Follow-up, nurture & reactivation sequences
Operational workflows
CRM Design & Sales Ops Support
Clean, opinionated CRM setups in Close or GHL so pipeline, activities, and reporting all tell the same story.
- Pipeline & stage design tailored to your offer
- Lead routing, SLAs & notifications
- Reporting views for founders & closers
sHOWCASE
High-Converting Landing Pages, Built to Perform.
I build pages that guide users, remove friction, and drive action.
Brand Acquisition Landing Page
UGC Agency Landing Page
Designed and developed a content-driven landing experience for a government environmental platform, focused on promoting public awareness, showcasing biodiversity, and encouraging community engagement through structured storytelling and accessible design.
Each page is built to guide users from first click to action using a clear structure:
✓ Strong value proposition above the fold
✓ Case studies / proof
✓ Clear CTA (book a call)
✓ Trust-building sections
* Projects reflect the original implementation; live versions may vary due to ongoing client updates or evolving requirements.
Environmental Platform Landing Page
Environmental Campaign Landing Page (Government Project)
Designed and developed a content-driven landing experience for a government environmental platform, focused on promoting public awareness, showcasing biodiversity, and encouraging community engagement through structured storytelling and accessible design.
Each section is built to guide users through key information and initiatives using a clear structure:
✔ Strong visual storytelling above the fold
✔ Campaign highlights and public initiatives
✔ Activity updates and community proof
✔ Informational sections (biodiversity & resources)
✔ Engagement-focused CTAs (events, participation)
* Projects reflect the original implementation; live versions may vary due to ongoing client updates or evolving requirements.
sHOWCASE
From Clicks to Clients. Funnels That Convert, Not Just Pages.
Every build is a high-performance funnel designed to capture, nurture, and close.
Cold Lead Qualification Funnel
From generic applications to qualified pipeline.
This funnel was built to screen leads before they reached the next stage. Users moved from an opt-in page into an application flow, where GHL logic checked for flagged numbers and disqualification conditions. Low-quality submissions were filtered out automatically, while qualified leads were routed to the thank-you step for the next action.
* Some pages may be unavailable due to client updates, unpublished pages, or changed URLs.
Challenge Funnel with Upsell System
From simple opt-ins to a monetized funnel system.
This funnel was designed to capture leads, qualify them, and introduce monetization early through a structured upsell flow. Instead of relying only on backend sales, the system generates revenue immediately while guiding users through the next steps.
* Some pages may be unavailable due to client updates, unpublished pages, or changed URLs.
Automation Showcase
Automation Systems I’ve Built
Beyond pages and funnels, I design backend systems that handle lead response, follow-up, routing, and CRM updates automatically — so nothing falls through the cracks. Here are selected automation workflows I’ve built across GHL, Zapier, n8n and connected tools.
Beyond pages and funnels, I design backend systems that handle lead response, follow-up, routing, and CRM updates automatically.
RevOps Automation
Stack: Whop / Fanbasis + Zapier + Google Sheet + GHL + Discord
Automatically processes new purchases, organizes customer data, and alerts your team in real time.
What it does:
Captures every purchase from Whop / Fanbasis in real-time
Sends customer data into Google Sheets as the central database
Uses Sheets MVP backend to:
- Track cash collection
- Validate purchase data
- Organize customer records
Automatically updates GHL:
- Adds “Customer” tag
Sends instant Discord notification to the team
Triggers onboarding automation:
- Welcome email / SMS
- Access delivery
- Next-step instructions
Customer purchases → Data sent to Google Sheets → Backend processes sale → Cash collection tracked → GHL updated → Team notified in Discord
Result: Lesser manual work from sale to onboarding, faster delivery, and a seamless customer experience
AI Sales Coach Automation
Stack: Fathom + Zapier + Close CRM + Anthropic (Claude) + Discord
Automatically processes new purchases, organizes customer data, and alerts your team in real time.
What it does:
Captures every sales call recording via Fathom
Transcribes and pushes data into your CRM automatically
Sends transcript to Claude for deep analysis
Generates: Call summary Objection handling feedback Missed opportunities Closing performance score Actionable improvement tips
Instantly notifies the assigned closer in Discord with insights
Fathom recording → Transcript saved in CRM → Claude analyzes call → Coaching insights generated → Closer tagged in Discord
Result: Faster skill improvement, better closing rates, and real-time coaching without manual review
Instagram Automation
Stack: Instagram (Meta) + ManyChat + GHL
Automatically captures inquiries from Instagram comments and DMs, qualifies leads, and responds instantly—turning engagement into conversations and potential clients.
What it does:
Triggers when users comment on posts (e.g. “info”, “how”, etc.)
Automatically sends a DM with follow-up message
Handles incoming IG inquiries with instant replies
Qualifies leads through guided questions (budget, intent, etc.)
Routes or tags users based on responses
Sends captured data into CRM or tracking system
Result: More leads captured from comments & DMs, Faster response time and automated qualification & tagging.
Customer Purchase Automation
Stack: Whop / Fanbasis + Zapier + GHL + Discord + Google Sheet
Automatically processes new purchases, organizes customer data, and alerts your team in real time.
Payment received → Contact updated in GHL → Customer tag applied → Discord notification sent → Logged in Google Sheets
Result: Streamlined ops, better customer organization, and real-time purchase tracking.
Hiring Automation
Stack: Google Form + Google Sheet + Zapier + Discord
Automatically captures, tracks, and routes new applicants so team can review and act immediately.
Form submitted → Data logged in sheet → Team notified in Discord → Candidate tagged/assigned role
Result: Streamlined hiring pipeline, faster response times, and organized applicant management.
Additional Automation Builds
Lead Response Automation
Automatically responds to new leads and starts follow-up instantly.
Stack: GHL + Zapier
Result: Faster response time and higher lead engagement
Appointment Reminder System
Sends automated reminders to reduce missed calls.
Stack: GHL
Result: Reduced no-shows and improved attendance rate
Lead Qualification Routing
Filters and routes leads based on application answers.
Stack: GHL + Custom Logic
Result: Cleaner pipeline and higher-quality calls
CRM Pipeline Automation
Automatically updates deal stages based on user actions.
Stack: GHL + Zapier
Result: Organized CRM with no manual updates
Missed Call Text-Back
Instantly replies to missed calls with SMS.
Stack: GHL
Result: Captures lost opportunities automatically
Lead Response Automation
Automatically responds to new leads and starts follow-up instantly.
Stack: GHL + Zapier
Result: Faster response time and higher lead engagement
Appointment Reminder System
Sends automated reminders to reduce missed calls.
Stack: GHL
Result: Reduced no-shows and improved attendance rate
Lead Qualification Routing
Filters and routes leads based on application answers.
Stack: GHL + Custom Logic
Result: Cleaner pipeline and higher-quality calls
CRM Pipeline Automation
Automatically updates deal stages based on user actions.
Stack: GHL + Zapier
Result: Organized CRM with no manual updates
Missed Call Text-Back
Instantly replies to missed calls with SMS.
Stack: GHL
Result: Captures lost opportunities automatically
Internal Notification Workflow
Alerts team when leads take key actions.
Stack: GHL + Zapier + Slack
Result: Faster response from sales team
Booking Follow-Up Sequence
Prepares leads after booking before the call.
Stack: GHL
Result: Better-prepared leads and higher close rate
Upsell / Downsell Automation
Routes users based on purchase behavior.
Stack: GHL + Zapier
Result: Increased revenue per lead
Form to CRM Sync Automation
Automatically sends lead data into CRM and tracking systems.
Stack: Zapier + GHL + Google Sheets
Result: Centralized and organized lead data
Internal Notification Workflow
Alerts team when leads take key actions.
Stack: GHL + Zapier + Slack
Result: Faster response from sales team
Booking Follow-Up Sequence
Prepares leads after booking before the call.
Stack: GHL
Result: Better-prepared leads and higher close rate
Upsell / Downsell Automation
Routes users based on purchase behavior.
Stack: GHL + Zapier
Result: Increased revenue per lead
Form to CRM Sync Automation
Automatically sends lead data into CRM and tracking systems.
Stack: Zapier + GHL + Google Sheets
Result: Centralized and organized lead data
ManyChat Automations
Advanced Instagram DM Funnel
Type: End-to-End Funnel (Lead Gen → Qualification → Nurture → Conversion)
This is a full-scale Instagram DM automation system designed to capture inbound leads, qualify them, segment them based on location and engagement, and move them through a structured follow-up sequence to drive conversions.
What it does:
Triggered by keywords like “MENTORSHIP” or “WINNER”
Sends an initial value-driven message + video link
Asks qualification questions (e.g., location, intent)
Segments users using conditional logic (India vs non-India, qualified vs disqualified)
Applies structured tags:
- Offer Opt-in
- Engaged
- DQ (disqualified)
- Country-based tags
Sends personalized responses based on user segment
Tracks engagement behavior (reply vs no reply)
My Role:
Designed the entire funnel architecture and logic
Built all workflows and automation inside ManyChat
Created tagging and CRM structure for clean segmentation
Implemented follow-up and re-engagement strategy
Debugged and optimized flow performance
This is a full-scale Instagram DM automation system designed to capture inbound leads, qualify them, segment them based on location and engagement, and move them through a structured follow-up sequence to drive conversions.
Key Features:
Multi-branch logic with conditional routing
Smart delays simulating human conversation
Automated engagement tracking
Personalized messaging at scale
Fully hands-off lead management system
Comment-to-DM Funnel
Type: Lead Generation + DM Conversion Funnel
This automation captures leads directly from Instagram post or reel comments and instantly moves them into a DM conversation, turning passive engagement into active leads.
What it does:
Triggered when a user comments on a post/reel
Also triggered via keyword DM (e.g., “SPRINT”)
Automatically sends a DM with:
- Contextual hook based on the content
- Value-driven message + training link
Follows up with a question to drive engagement (e.g., goals, intent)
My Role:
Built dual-trigger system (comments + keywords)
Wrote conversion-focused DM scripts
Structured flow for immediate engagement + follow-up
Integrated offer delivery (training link)
Key Features:
Converts organic content engagement into leads
Seamless transition from comment → DM
Combines value delivery + qualification question
Increases reply rate and conversation depth
New Follower Welcome & Nurture Funnel
Type: Lead Nurture + Community Growth Funnel
Automatically engages new followers the moment they follow the account, introduces them to the brand, and directs them into a community or offer.
What it does:
Triggered when a user follows the account
Sends welcome message with:
- Appreciation + personal tone
- Introduction to offer/community
CTA button (“Yes, send it over”)
Sends link to community or landing page
Smart delay (30 minutes)
Follow-up message to re-engage users who didn’t act
My Role:
Designed onboarding experience for new followers
Built full automation flow inside ManyChat
Created CTA structure for higher click-through
Implemented timed follow-up logic
Optimized messaging for conversion without friction
Key Features:
Instant engagement with new followers
Soft-sell approach (non-pushy onboarding)
Built-in follow-up for higher conversion
Drives traffic to external platforms (Skool/community)
You don’t need more tools.
You need a system that connects everything.
Many businesses operate with disconnected tools and manual processes, which leads to inefficiencies and missed opportunities
Manual follow-ups that slow down sales
Disorganized pipelines and scattered data
Leads slipping through the cracks
Too many tools with no clear workflow
Limited visibility into performance and metrics
STILL NOT SURE?
Frequently Asked Questions
What exactly do you build?
I build automation systems, CRM setups, and high-converting funnels that capture, nurture, and convert leads automatically — reducing manual work and increasing revenue.
What tools do you use?
I mainly work with GoHighLevel, Zapier, and other integrations depending on your stack. Everything is tailored to your business needs.
Can you work with my existing system?
Yes. I can optimize, fix, or integrate into your current CRM, funnels, or automation setup without needing a full rebuild.
How long does a project take?
Most projects take between 3–10 days depending on complexity. Larger systems or full funnel builds may take longer.
Do you offer ongoing support?
Yes. I can provide ongoing optimization, updates, and support to ensure your systems continue running smoothly.
Copyrights 2026 | John Patrick Velasco
