
Henry
CRM and Workflow Automation Expert Zapier HighLevel JobTread
Kompetenzen

Meine Dienstleistungen


Arbeitserfahrung
Self Employed
Freiberufler • 6 yrs 11 mos
AI-Assisted Workflow Automation Specialist
Mar 2025 - Present • 1 yr 6 mos
Built automated pipelines linking Stripe and Xero with CRM and lead-generation tools to keep invoicing and customer data in sync, and incorporated ChatGPT-assisted workflows into parts of the process to help speed up client communication, draft responses, and support faster turnaround on routine requests. The aim was combining reliable automation with lightweight AI assistance so client-facing communication and back-office finance stayed connected rather than siloed.
Home Services CRM & Lead Automation Specialist
Jun 2024 - Present • 2 yrs 3 mos
Set up integrations between JobTread, GoHighLevel, and QXO with lead-generation and reputation tools including NiceJob, Houzz Lead, and Google Ads, using Zapier to automate the full lead lifecycle. New leads were automatically routed into the CRM, tagged by source, and followed up on without manual intervention, helping home-service businesses respond faster and avoid leads falling through the cracks between marketing platforms and their sales pipeline.
Payroll & Accounting Integration Specialist
Jul 2023 - Present • 3 yrs 2 mos
Connected payroll platforms, primarily Gusto, along with job-management tools like JobTread and Jobber, directly into QuickBooks to automate the flow of payroll and labor-cost data into client accounting systems. This work focused on removing double data entry between field operations and bookkeeping, cutting down reconciliation errors, and giving business owners a clearer, more current picture of labor costs without waiting on manual updates from their bookkeeper.