About Me
With a proven track record in process improvement, I excel at identifying bottlenecks, designing streamlined systems, and implementing tools that boost productivity and improve customer relationship management. My expertise lies in creating seamless workflows from lead generation to project completion.
I am proficient in a variety of tools and platforms, enabling me to manage projects effectively, ensure clear communication, and maintain meticulous records. My goal is to leverage my skills to help organizations achieve operational excellence.
- CRM Experience
- Lead Generation
- Email Communication
- Excel & Data Management
- Process Optimization
- System Integration
- Project Management
My Tech Stack
HubSpot CRM for Lead & Project Management
InvoiceSimple for Quotes
Honeybook for Payments
OpenPhone for Lead Communication
Thumbtack for Lead Generation
Revenue Sheet Management
Discord for Team Collaboration
Slack for Project Management
HubSpot CRM for Lead & Project Management
InvoiceSimple for Quotes
Honeybook for Payments
OpenPhone for Lead Communication
Thumbtack for Lead Generation
Revenue Sheet Management
Discord for Team Collaboration
Slack for Project Management
HubSpot CRM Event Management Workflow
1. Deal Creation & Core Details
- Deal Name: [Event Date] - [Client Name] - [Event Type]
- Amount & Close Date: Sourced directly from invoice data.
- Payment Status: Tracked (e.g., 50% deposit, 50% final).
- Service Details: Video, Photo, or both.
2. Resource & Logistics Planning
- Hours: Calculated (e.g., 5hr shoot + 1hr setup = 6hrs).
- Team Allocation: No. of Photographers/Videographers assigned.
- Location & Timings: Full address, setup/start/end times from invoice.
- Client Details: Contact info and specific requests logged in notes.
3. Financial & Administrative Tasks
- Payment Recording: Logged in InvoiceSimple & HubSpot (e.g., Zelle via Bank Transfer).
- Client Communication: Automated payment confirmation and onboarding form sent via OpenPhone.
- Deal Stage Update: Moved to "Closed Won" upon final confirmation.
4. Automation & System Sync
- Discord Notification: "Closed Won" status automatically triggers a "New Shoot" alert in Discord.
- Revenue Sheet Sync: Deal closure prompts an update to the master Revenue Sheet.
- Deliverables Tracking: Edited photos, videos, and raw footage status updated.
Workflow Systems Implemented
🎯 Lead Management System
- Automated lead capture from Thumbtack
- Real-time Slack notifications
- Template-based response system
- Geographic assignment logic
- OpenPhone integration for tracking
📞 Customer Engagement Process
- Automated call scheduling system
- Time zone detection and management
- Google Calendar integration
- Customized communication templates
- Multi-channel follow-up sequences
💰 Invoice & Payment Processing
- Dynamic pricing calculation system
- Multi-platform invoice generation
- Automated payment reminders
- Revenue tracking and reporting
- HoneyBook & InvoiceSimple integration
📊 CRM & Data Management
- HubSpot deal pipeline management
- Comprehensive client data tracking
- Automated stage progression
- Revenue sheet synchronization
- Performance analytics dashboard
🔄 Project Lifecycle Management
- End-to-end project tracking
- Resource allocation optimization
- Team collaboration workflows
- Quality assurance checkpoints
- Post-delivery follow-up automation
📈 Performance Monitoring
- Real-time status tracking
- KPI measurement systems
- Automated reporting workflows
- Team productivity analytics
- Client satisfaction metrics
Workflow Showcase
Lead Management Workflow
Automating the journey from lead capture to initial contact.
Scheduling a Client Call
A streamlined process for scheduling and confirming client calls.
Invoice Generation
Automated invoice creation based on services and pricing.
Invoice Update
Process for updating invoices with new information or payments.
HoneyBook Payment Processing
End-to-end payment processing and tracking within HoneyBook.
Business Process Automation
Agentic Automation Demo
Watch a live demo showcasing an AI agent that qualifies leads, checks calendars and emails, suggests meeting times, and even understands product images to check inventory and take orders.
Watch on YouTubeAutomate Your E-commerce: Facebook Messenger AI Agent Processes Orders & Inventory!
Discover how to revolutionize your e-commerce business with our cutting-edge automation agent! In this demonstration, you'll witness firsthand how our AI-powered bot seamlessly handles customer interactions on Facebook Messenger.
Watch on YouTubeAI VoIP Agents
Listen to demos of AI-powered VoIP agents following business-specific scripts to qualify leads and book appointments.
Listen to DemosAI Avatar Promo Videos
A collection of promotional videos created using AI-driven avatar and voice synthesis technology.
Watch VideosLive Telegram Agent
Interact with a live agent that responds to queries with AI-generated voice clips in under 12 seconds.
Chat with BotLive Agentic Websites
Sanvees by Tony
An e-commerce site featuring an integrated AI agent for customer support and sales.
View Live Site
Beautyology
A beauty-focused website with a conversational AI to assist users and drive engagement.
View Live Site
Domain-Specific Agents
A suite of six multi-lingual AI agents for specialized domains like Legal, Finance, and Healthcare.
View Live SiteAdvanced Automation Capabilities
- Intelligent Lead Qualification: Automatically qualify leads across platforms like Messenger, Instagram, and websites based on urgency, budget, and other custom criteria.
- Context-Aware Scheduling: The system pulls past meeting data from Google Calendar, checks for email interactions in Gmail, and uses an AI agent to intelligently suggest and book the next service slot.
- Multi-Modal Inventory Management: Engages customers by understanding product pictures, retrieving stock availability and price from inventory, and processing orders directly in a conversational flow.
AI-Powered Email Campaigns
From Conversation to Conversion
This project showcases a complete, automated marketing funnel. An AI agent engages users in a conversation about their health, specifically focusing on calcium deficiency risks.
- The AI agent analyzes the user's responses to build a unique health profile.
- Based on this profile, a personalized email is automatically generated and sent.
- The email contains the user's specific health metrics, educational content, and targeted recommendations.
Personalized Email Template
An example of the final, data-driven email a user receives.
