Velonie Baluarte Logo Velonie Baluarte
GoHighLevel CRM · AI Automation · Cross-Platform Integrations · QA

I build reliable CRM automations and AI integrations that connect your tools and keep leads moving.

I help businesses and agencies build, fix and connect GoHighLevel CRM systems, booking flows and automated follow-up. I use n8n, Zapier, Pabbly, APIs and Voice AI where they fit, with clear testing, troubleshooting and handover. My engineering project management background helps me trace dependencies before changing working systems.

Hiring teams: Review my technical experience · Request Resume

Selected project work Scott KiereBuild HumanSarah DeVido HealthHHP Pelvic HealthAlain Martinez StudioKensing LoHiConfidential ClientPipelinePilot

Your Business Problems. My Solutions.

From missed leads and broken automations to disconnected systems, explore the problems I solve and see how I approach each one.

Missing Leads

Inquiries come in through calls, website forms and ads, but follow-up is delayed, inconsistent or never happens.

Why it matters

A lead who doesn't hear back quickly often moves on. When inquiries land in different places with no owner, no one knows who should respond.

How I solve it

  1. Connect calls, forms and landing pages to one CRM so every inquiry is captured in the same place.
  2. Check for duplicates and consent, then assign a clear owner to each new contact.
  3. Trigger the right SMS and email follow-up, and stop the sequence when the lead replies or books.

Intended improvement: Faster responses and fewer overlooked inquiries.

30-second explainer · voiceover with captions

Videos describe my approach and the intended improvement. They are not guarantees or client results.

What I do, in under a minute.

A quick look at the CRM, automation and website systems I build, and how I work.

GHL
CRM setup, follow-up, audits and automation work
6+
Industries: real estate, coaching, healthcare, photography & more
4+
Automation platforms: GHL, Zapier, n8n, Pabbly
SOP-Ready
Workflow notes, test results and handover guidance
FOR BUSINESS OWNERS & AGENCIES

Need a system you can trust?

Audit the gaps, connect the tools, automate follow-up and hand over a workflow your team can actually maintain.

Discuss your project
FOR RECRUITERS & HIRING TEAMS

Looking for a technical problem-solver?

Explore my projects, engineering background and experience owning CRM, automation and operations workflows.

CRM, automation and website projects I have worked on.

Examples of the systems I configured, tested or audited, with delivery status noted. Start with the three evidence-led case studies above.

Browse nine detailed project summaries
Confidential Client · Paid Search Research & Conversion QA

Google Ads Research, Campaign Strategy & Lead Tracking

Reviewed an existing local Google Search campaign, compared South Florida and national search opportunities, and checked what happens after visitors click through to booking.

Google AdsKeyword PlannerGA4Conversion QA
Review flow
Keyword forecastAd and landing pageBooking eventCRM outcome
  • Compared keyword demand and forecasts across five South Florida service categories and three national offer categories.
  • Reviewed Auction Insights, impression share, Quality Scores and landing-page destinations.
  • Documented booking-event discrepancies, GA4 measurement differences and mobile landing-page concerns.
  • Recommended a conditional national AI receptionist pilot, subject to budget, tracking and owner approval.
Status · Research completed, proposal pending

The existing campaign was reviewed. No new campaign was launched or tracking modified during this work.

Read Google Ads case study →
US Business Consulting · CRM & AI Operations

GHL Onboarding + Voice AI Qualification

Coordinated lead intake, qualification, consultation booking, onboarding and website/checkout processes within a service-business CRM.

GoHighLevelVoice AICalendarsWorkflow QA
System flow
InquiryAI qualificationCRM routingHuman handoff
  • Designed and iterated inbound/outbound Voice AI call paths for qualification, booking and escalation.
  • Configured and reviewed onboarding stages, lead routing, intake fields, nurture and lifecycle conditions.
  • Tested service-store checkout behavior and reviewed purchase-trigger notification risks.
  • Documented QA scenarios for re-entry, duplicate outreach, consent, and stage changes.
Project status · Configuration and staged QA

Worked through the CRM, website and Voice AI components in stages. Some lifecycle checks remained open after the initial testing.

B2B Services Agency · CRM Campaign Operations

GHL Outbound Email + Nurture Automation

Supported multi-step prospect outreach and campaign evaluation, focusing on lead segmentation, timely follow-up, booking exits and reliable reporting.

GoHighLevelEmail CampaignsIf/ElseAnalytics
System flow
SegmentEmail sequenceReply/booking checkNext action
  • Configured and reviewed cold-introduction sequences, nurture branches and campaign variations.
  • Assessed booking, reply, opt-out and stage-change conditions to reduce conflicting follow-up.
  • Reviewed active campaign send, open, click and reply reporting to identify engagement gaps.
  • Prepared operational recommendations for pacing, suppression, testing and lead-response handling.
Project status · Active campaign support

Reviewed the active campaign data and recommended changes to targeting, pacing and follow-up rules. The work was focused on engagement and deliverability.

Florida Service Brand · Social Automation

n8n + GHL Social Content Approval System

Used n8n to pull content ideas, prepare drafts and send them for review before posts move to GHL Social Planner.

n8nGHL Social PlannerMetaAI Content
System flow
Trends & RSSDraftApprovalSchedule
  • Connected research inputs, reusable image assets, and AI-assisted draft generation in n8n.
  • Added reviewer approval and revision handling before content moves to scheduling.
  • Used webhook and CRM integration logic with safeguards against repeat topics and duplicate actions.
  • Tracked draft, approved, scheduled and published/failed states for safer recovery and QA.
Project status · Built and tested

Drafts need approval before scheduling. The workflow also records the publishing state so failed steps can be investigated.

Real Estate & Condominiums

GHL CRM & Lead Follow-Up System

Buyer inquiries were coming from Facebook Ads, website forms, and referrals, but follow-up depended heavily on manual tracking. Leads could wait hours for a response, with limited visibility across buyer stages.

GoHighLevel Zapier Landing Pages SEO/AEO
System flow
Lead inquiryGHL routingFollow-upBooking
  • Multi-stage GoHighLevel pipeline with automatic lead-source tagging and routing
  • Instant SMS and email follow-up triggered by form submissions and stage changes
  • Landing pages, contact forms, calendar booking, and inquiry routing
  • SEO/AEO-ready page structure with service content, FAQs, and search-intent headings
CRM lead-handling flow

Forms feed new inquiries into GHL, where source tags, follow-up actions and pipeline stages make the next step easier to track.

Business Coaching & Content

Consultation Funnel + AI Content System

Weekly content production required long writing sessions, while lead magnets, consultation bookings, follow-up, and onboarding were handled through disconnected processes.

GHL Funnels AI Prompts WordPress SEO/AEO
System flow
Content briefAI contentCRM nurtureConsultation
  • GoHighLevel consultation funnel, lead-magnet delivery, and automated booking workflow
  • AI prompt system for articles, FAQs, emails, and client-facing content
  • WordPress SEO/AEO content structure with publishing SOP and internal-linking plan
  • CRM segmentation, onboarding automation, and automated lead follow-up
Content and booking workflow

Reusable content prompts and a publishing SOP sit alongside the consultation funnel, booking steps and CRM follow-up.

Hospitality & Photography

Website + Booking + CRM Automation

Customer inquiries, quotations, confirmations, scheduling, and booking coordination relied on repetitive manual WhatsApp communication that consumed several hours every day.

WordPress GoHighLevel n8n Ops Docs
System flow
Web inquiryCRM pipelineRemindersDelivery
  • Conversion-focused website with inquiry forms and package presentation
  • CRM flow covering inquiry → quote → confirmation → session → delivery
  • Automated inquiry routing, booking confirmations, reminders, and follow-up
  • Workflow documentation and SOP for client communication and booking handoff
Booking coordination

The booking flow brings inquiry details, confirmations, reminders and status updates into one process instead of relying on separate WhatsApp messages.

Credit Repair & Funding

GoHighLevel + Website Systems Audit

The engagement began as a straightforward GoHighLevel cleanup. A deeper audit uncovered account-access risk, a broken public booking path, and a 46% missed-call rate.

GoHighLevel Account Audit SEO/AEO Systems Analysis
System flow
Access auditRisk findingsFix priorityRoadmap
  • 14-page GoHighLevel review and 8-page SEO/AEO audit, ranked by business risk
  • Account-access and permissions audit after unauthorized administrator-level access was identified
  • Root-cause investigation and rebuild of the public booking widget after a recurring 500 error
  • Phase 1 remediation scope of 66–70 hours tied directly to prioritized findings
Business impact

What looked like routine cleanup became a prioritized remediation roadmap covering lead leakage, account security, booking failures, CRM structure, and search visibility.

View full case study →
Nonprofit & Community Organization

AI-Assisted Social Content Automation

The same content tasks kept coming up: select a topic, prepare a graphic, apply the brand and publish. The workflow was designed to handle those steps consistently.

GoHighLevel n8n FastAPI OpenAI
System flow
Content queuen8n + AIBrand controlsPublishing
  • Google Sheets → n8n → OpenAI → brand overlay → Facebook publishing pipeline
  • 23 custom fields and 11 documented workflows mapped to the operating process
  • Automated image generation, branding, publishing integration, and repeatable workflow logic
  • Documentation designed so routine content operations remain editable without a developer
Result · From manual process to repeatable system

The content queue, image generation, branding step and Facebook publishing action are connected in one documented workflow.

View full case study →

Real builds, live systems.

Screenshots of workflows and account setups from GoHighLevel, Zapier and n8n projects.

Sites and systems I've personally built.

A selection of websites, funnels, and AI-powered experiences. Public projects include live links; confidential engagements are shown without identifying client details.

AI Integration Voice AI
Voice AI Widget

Conversational voice AI demonstration designed to answer general inquiries and guide visitors toward the next action.

Demo available on request
AI Integration Conversation AI
Conversation AI Bot

AI chat experience for general service questions and booking guidance, with sensitive information routed to appropriate human processes.

Visit ↗

CRM expertise, cross-platform automation and practical AI integration.

I choose the tool that fits the workflow, from native GoHighLevel automations to Zapier, Pabbly, n8n, webhooks and APIs. AI is used when it improves the process, not for tasks that simple rules handle better.

Websites & Conversion

Landing pages, funnels, lead forms, booking experiences, SEO/AEO structure, and conversion-focused websites connected directly to your CRM.

Finding visitors matters. So does knowing what happens after the click.

I use search, analytics and CRM information together to find where traffic comes from, where the booking flow stalls and which events need verification before a campaign is scaled.

SEO / AEO + Search Console

Technical SEO and AEO reviews, search-intent pages, indexing checks, sitemap and schema QA, and Google Search Console visibility reporting. Recommendations are based on what the site and search data show.

GA4 + Conversion Tracking QA

Event setup and reporting checks, traffic sources, booking funnels and discrepancies between clicks, sessions, key events, form submissions and qualified CRM leads.

Google Ads Research + Strategy

Keyword Planner forecasts, regional and national targeting research, Auction Insights, Quality Scores, impression-share analysis and landing-page reviews to support informed campaign proposals.

I check the workflow before changing it.

I trace where the data starts, what changes along the way and what the next system expects.

Engineering Mindset

Before changing a workflow, I check its trigger, filters, exit conditions and downstream actions. That helps avoid breaking one process while fixing another.

Across the connected tools

When a job involves several tools, I trace the path across the CRM, webhook, n8n flow and website rather than treating each one in isolation.

Documented handover

I document the trigger, important branches, dependencies and recovery steps. That gives the next person a useful starting point for maintenance.

Discover. Build. Test. Document.

These are the steps I use to reduce surprises during testing and handover.

01

Discover

Map your current workflow, pain points, and requirements before touching any tool. Ask the questions that prevent rework.

02

Build

Set up the CRM fields and stages first. Then add workflows and any integrations the process actually needs.

03

Test

Test normal and edge cases, including double submissions, opt-outs, bookings during nurture and failed webhook calls. Record anything that still needs fixing.

04

Document

Leave a workflow map, configuration notes and instructions that someone else can follow when the system needs attention.

Three engagements. Pick the one that matches where you are.

I scope an audit or build after reviewing the current setup. If GHL is not the right fit, I will say so.

Start here if GHL is already set up

Systems Audit

For an existing GHL account with missed follow-ups, unreliable workflows or unclear user access.

  • Account review of pipelines, workflows, calendars, forms, A2P/SMS and user access
  • Findings ranked by business risk, not by feature
  • Scoped remediation plan with hour estimates you can act on with me or anyone else
Typical turnaround: 1–2 weeks
Book My Free Systems Call
After the build

Ongoing GHL Management

For businesses that want the system to keep improving without hiring an in-house operator.

  • Workflow changes, new campaigns, and calendar/form updates as your offers change
  • Monthly pipeline and automation health report
  • Documentation kept current so nothing depends on me
Monthly, cancel anytime
Book My Free Systems Call

Tools: and the habit behind them.

The operating habit matters more than the tool list: map the process, build the workflow, test the handoff, document the logic, then improve what isn't working.

Web

HTML, CSS, WordPress, Lovable, VS Code, responsive pages, landing pages, forms.

CRM

GoHighLevel, lead lifecycle design, pipelines, custom fields, calendars, forms, booking, consent and nurture logic.

Automation

n8n, Zapier, Pabbly, APIs, webhooks, JSON, email/SMS sequences, social approvals, logging and exception handling.

AI & Content

Voice AI qualification flows, ChatGPT, Claude, Gemini, AI-assisted content pipelines, validation and prompt templates.

Ops & Creative

ClickUp, Airtable, Excel, Google Workspace, Premiere, Photoshop, reporting.

CRM and automation, backed by real technical project experience.

My work includes service-business CRM systems, B2B outreach, Voice AI, social automation, SEO/AEO reviews, GSC and GA4 measurement, and Google Ads research. My engineering and project-management background influences how I map requirements, troubleshoot dependencies and document the results.

Primary specialty

GoHighLevel CRM architecture, contact lifecycle and pipeline design, lead routing, email/SMS sequences, booking and onboarding, Voice AI handoffs, and systems audits.

Supporting capabilities

n8n and Zapier integrations, REST APIs, webhooks, Meta/GHL publishing workflows, WordPress, technical SEO/AEO, Google Search Console, GA4 reporting, Google Ads keyword and campaign research, SOPs and workflow QA.

From engineering project delivery to digital systems.

Before building digital workflows, I spent years coordinating technical projects, estimates, schedules and operations. That experience shaped how I plan, test and document systems today.

How this applies to your build

In CRM work, a small detail can change the outcome. A tag, wait condition or appointment status can send a contact down the wrong path.

I trace inputs, decisions, actions and exits before changing anything. Then I test the relevant scenarios and record what happened.

I learned to work this way managing engineering projects, where unclear requirements and missed handoffs cause expensive rework.

2024–Now

Freelance CRM & Automation Specialist: GoHighLevel lifecycle systems, B2B email automation, Voice AI, n8n social workflows, SEO/AEO, GSC, GA4, Google Ads research and documented QA for service businesses.

2019–2024

Project Manager, Inovus Building Solutions: HVAC design, BIM coordination, estimates, schedules, suppliers, subcontractors, and client management across multiple concurrent technical projects.

2013–2019

Operations & Maintenance Manager, Pristine Energy Transfer: led O&M, preventive maintenance, troubleshooting, estimates, proposals, staff training, and project execution.

2002–2013

Technical operations, field coordination and client delivery: the foundation for my process-first approach to automation.

Common questions before starting a project.

Short answers so you can decide whether a call is worth your time.

Do I need a GoHighLevel account before we start?

No. If you don't have one, I'll tell you on the call whether GHL is even the right tool for your situation. If it is, I'll walk you through getting the account and take it from there.

My GHL is half-built and half-working. Do you fix or rebuild?

I prefer to inspect the current setup first. If a workflow can be repaired safely, I keep it. If duplicated triggers or hidden dependencies make it unreliable, I explain the rebuild options before changing anything.

How do you price?

Fixed scope for audits and builds, quoted in writing after the systems call once I've seen your account and workflow. Ongoing management is a flat monthly rate. You won't get an hourly bill that grows.

What time zone are you in, and will we overlap?

I work from the Philippines (GMT+8) and coordinate call times with clients in other regions. I also share written progress notes between meetings.

What happens after handover? Do you keep access?

The handover includes operating notes and walkthroughs based on the scope. Your account remains yours. Access can be reduced or removed after the work is complete, unless ongoing support is agreed.

What do I actually get on the free call?

We review where your leads come from, how they are assigned and what happens before booking. I follow up with the practical next steps discussed on the call.

Review your lead follow-up in a 20-minute call.

Pick a time below. You'll leave with a written next-step plan whether or not we work together.

46% missed-call rate uncovered in a credit-repair client's account on a "simple cleanup" request: surfaced in the first review. Read the case study →

Prefer email? Send me a note and I'll reply within one business day with available times.

Email Me for Times

No pitch deck. No obligation. Your account details stay confidential.

Still chasing inquiries and booking updates manually?

I can review the current process, identify which steps belong in GHL and set up the follow-up, calendar and handoff logic that fits your team.