Nathaniel

GoHighLevel CRM Consultant | Automation Audit, AI Integration and System Optimization

Pinnacle Health Products • Freiberufler

Apr 2026 - Present • 5 mos

Engaged as a long term GoHighLevel CRM consultant for an established online course and membership business, responsible for auditing, troubleshooting, rebuilding, and continuously optimising their entire GHL ecosystem across CRM architecture, automation, reporting, AI integration, and third party connectivity. Conducted a comprehensive full account audit spanning contacts, tags, custom fields, smart lists, pipelines, and over thirty existing workflows, identifying sixteen broken or conflicting automations and resolving each at the root cause level before implementing any new build, preventing recurring errors that had been misdirecting leads for several months. Redesigned the complete customer journey automation covering lead capture, qualification scoring, appointment booking, sales follow up, payment triggers, post purchase onboarding, membership and course access automation, and long term retention sequences, creating a single coherent end to end system where previously disconnected automations had been operating independently. Integrated GoHighLevel with Make.com, Zapier, and Stripe via webhooks and API connections, eliminating data gaps between the course platform, payment processor, and CRM and reducing duplicate contact records by 73% through automated deduplication logic built directly into entry condition workflows. Implemented AI powered conversation agents for lead qualification and appointment booking, and built custom reporting dashboards tracking lead source attribution, pipeline conversion rates, campaign performance, and revenue generated per automation sequence, giving ownership clear visibility into exactly which systems were driving growth. Currently maintain a rolling optimisation schedule with bi weekly audits, workflow updates, and performance reviews, contributing to a 44% improvement in overall lead to customer conversion rate since the engagement began.

Appointment Setter and GoHighLevel CRM Virtual Assistant | Insurance and Financial Services Specialist

Suncore Engineering & Construction, Los Angeles • Freiberufler

Jul 2026 - Sep 2026 • 2 mos

Worked as a part time appointment setter and CRM virtual assistant for a Florida based insurance and financial services agency, managing the full lead contact cycle from initial outreach through confirmed appointment, rescheduling, and follow up across a mixed pipeline of warm, inbound, and aged leads. Called an average of 45 prospects daily using approved scripts, maintaining a professional and compliant tone throughout every interaction while staying strictly within the boundaries of the appointment setting role without discussing coverage, quoting products, or providing financial guidance. Consistently booked 17 to 22 confirmed appointments per week with licensed representatives, achieving a 34% contact to booking conversion rate across all lead types by combining timely follow up calls with personalised text and email reminders sent through GoHighLevel at strategically timed intervals before each scheduled appointment. Managed all contact records, notes, tasks, tags, and pipeline stages inside GoHighLevel with accurate and up to date recordkeeping, ensuring every prospect's history was fully documented and immediately accessible to the licensed team before each call. Handled rescheduling and continued follow up for no shows and missed appointments, recovering 28% of initially missed bookings through a structured three touch recontact sequence built inside GHL. Researched and organised prospect lists from approved sources, maintaining clean and deduplicated data across the CRM at all times. Submitted a concise daily activity report covering calls made, appointments booked, reschedules completed, and pipeline updates, giving agency leadership full visibility into daily performance without requiring any additional check ins.

GoHighLevel Automation Specialist | Telehealth CRM Architecture and Patient Journey Expert

Clearpoint Business Group • Freiberufler

May 2026 - Aug 2026 • 3 mos

Architected and delivered a sophisticated end to end GoHighLevel CRM infrastructure for a growing telehealth company, designing the complete automated patient journey from initial ad click through lead qualification, intake, consultation booking, order fulfillment, follow up, retention, and reactivation without requiring manual intervention at any stage of the process. Mapped the full business process before writing a single workflow, producing a complete system architecture document and customer journey map that served as the blueprint for every automation built across the engagement. Built fourteen advanced GHL workflows covering lead nurture sequences, abandoned lead recovery, appointment booking and reminder chains, intake and onboarding automation, status based pipeline movement, internal task creation and staff notifications, post consultation follow up, refill and reorder triggers, and win back reactivation campaigns for lapsed patients. Configured a structured CRM with three core pipelines, custom fields tailored to telehealth patient data, smart list segmentation, and lead source attribution tracking, giving the operations team real time visibility into every patient across the full lifecycle. Applied suppression logic, exit conditions, and privacy aware data handling throughout the build, ensuring sensitive patient information met the compliance standards required in a clinical environment. Integrated GoHighLevel with external telehealth systems via API and webhook connections through Make.com, automating data handoff between platforms and eliminating manual record updates entirely. Delivered complete workflow documentation and a system architecture overview at project close, enabling the internal team to confidently manage and extend the system independently. This engagement produced a fully automated telehealth CRM that reduced administrative workload by 67% and cut average lead to consultation time from four days to under eleven hours.