CRM & GoHighLevel
- CRM management
- Pipeline setup
- Lead nurturing automations
- Data entry & clean-up
Business Systems & Automation · GoHighLevel
Building systems that make businesses work better.
I design and build CRMs, pipelines, automations, funnels and websites in GoHighLevel, connected into one system that captures leads, follows up on time and books the appointment.
- GoHighLevelMain platform
- 4 rolesReal estate, construction, logistics
- GMT+8Davao City, PH
system.live
- Lead
- CRM
- Pipeline
- Automation
- Appointment
- Customer
01About
Behind the systems.
I'm Josh, a GoHighLevel specialist from Davao City. I build the systems behind how a business captures, follows up with and converts its leads.
My path here wasn't a straight line. I studied Civil Engineering, coordinated shipments between sales teams and carriers, ran residential builds on site, and supported real estate agents with calendars, contracts and marketing. Every one of those jobs came down to the same thing: work runs smoothly when the process behind it is clear.
Now I put that into funnels, CRM setup, pipelines and workflow automation. I'm also learning Zapier, Make, n8n and AI automation, and building FormicHive, my systems and automation practice.
02My approach
I don't just build tools. I build connected systems.
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01
Understand
The business, the customer journey, the goals and how things work today.
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02
Map
How leads, information and people move through the business, written down before anything is built.
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03
Build
The CRM, pipeline, automations, funnel, website and workflows, in phases.
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04
Optimize
Test every path, then refine and simplify until the system runs without babysitting.
03Systems
From moving parts to one system.
Software is just the tool. The value is how each stage of the customer journey hands off to the next. Select a stage to see what I build there.
04Skills
What I work with.
Business systems
- Workflow automation
- Form & survey creation
- Appointment systems
- Problem-solving
Funnels & websites
- Funnel building
- Website & landing pages
- SEO, local & AEO
- Copywriting & editing
Marketing & content
- Content strategy
- Video production & editing
- Social media campaigns
Operations
- Schedule management
- Time management
- Transportation & freight
- Clear communication
Currently learning
Not yet used in paid work.
- Zapier
- Make
- n8n
- AI automation
- AI agents
- Vibe coding
05Portfolio
Built to show how I think.
Independent demo builds for fictional businesses. Open any website or funnel to use it live: fill in the forms, book a time and see what the automation does next.
Brightfield Family Dental
A calm, trustworthy practice site with services, team, reviews and an appointment request form.
- Appointment form
- New-patient pipeline
- Text confirmation
Summit Ridge Roofing
A bold contractor site built around one action: booking a free roof inspection, with storm-damage and insurance questions.
- Inspection request
- Service tagging
- Estimator alert
Harbor & Oak Realty
An editorial real estate site with listings, buyer and seller paths, and a home valuation form that captures seller leads.
- Home valuation
- Seller pipeline
- Timeline nurture
Glow Theory: $99 First Facial
A new-client offer funnel: claim the offer, then book a time on the calendar. Built to fill the schedule with first visits.
- Offer
- Opt-in
- Booking
- Confirmed
Ironline: Free 7-Day Pass
A trial funnel with a goal survey, then a coach session booking. The goal answer drives the follow-up messages.
- Goal survey
- Opt-in
- Session booking
- Confirmed
Polar Peak: $49 AC Tune-Up
A 3-step quiz form that qualifies the job, then lets the homeowner pick an arrival window. Old systems get flagged for a replacement quote.
- Quiz
- Home details
- Arrival window
- Scheduled
Speed-to-Lead Follow-Up
Replies to every new lead in under a minute by SMS and email, alerts the rep, then branches on whether they booked.
Reminders & No-Show Recovery
Confirmation, 24-hour and 2-hour reminders, then an automatic rebook text and call task when someone doesn't show.
Missed Call Text-Back
Texts back every missed caller within a minute, routes replies to the front desk and creates a call-back task when there's silence.
Review Request After a Win
Asks for a 1–5 rating after a won deal. Happy customers get the Google review link; unhappy ones go straight to the manager.
Long-Term Nurture & Re-Engagement
A spaced email and SMS sequence for cold leads that creates a new opportunity and alerts the team the moment someone re-engages.
Lead Routing & Qualification
Tags the source, writes an AI summary, scores the lead, then routes big budgets to a senior closer and the rest by round robin.
Database Reactivation Campaign
Texts past clients who stopped booking with a returning offer, hands warm replies to the front desk, and stops after three touches.
Quote Follow-Up Sequence
Follows up every sent quote by email, text and a call task, offers financing, and hands won jobs straight to scheduling.
An Organized CRM, Live
A roofing company's CRM you can actually use: simulate a lead, text them back, book the inspection and watch the dashboard, calendar and pipeline update together.
- Dashboard
- Conversations
- Calendar
- Contacts
- Pipeline
- Automation
- Website form
- Speed-to-lead
- Book by text
- Reminders
- Review
Lead-to-Appointment System
A website visitor becomes a booked, reminded and reviewed patient without anyone chasing them.
Watch walkthrough- Missed call
- Text back
- Inspection
- Quote follow-up
- Signed job
Inspection-to-Signed-Job System
A missed call becomes an inspection, a quote and a signed job, with follow-up that never lets the quote go cold.
Watch walkthrough- Inactive list
- Opt-out check
- Offer by text
- Front desk alert
- Booked
Database Reactivation System
Past clients who stopped booking come back, using contacts the business already has and no new ad spend.
Watch walkthrough06Experience
Where the thinking comes from.
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Systems & marketing
Marketing Assistant AI Krem
- Built lead generation funnels and marketing automations in GoHighLevel to nurture buyers and sellers.
- Grew online visibility with SEO, geo-targeted local search and answer engine optimization for AI search tools.
- Edited property tours, promo clips and social videos to showcase listings.
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Systems & marketing
Executive Assistant Keller Williams Realty
- Managed agent calendars, drafted contracts and coordinated client communication.
- Ran social media campaigns, designed property promos and handled basic SEO for lead generation.
- Kept the back office moving through shifting priorities in a fast-paced agency.
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Operations
Project Engineer Baja Architects & Construction Design
- Led project management and site engineering for residential builds, on schedule and under budget.
- Managed contractor schedules, safety protocols and daily workflow for multidisciplinary teams.
- Turned structural blueprints into clear, compliant construction phases.
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Operations
Logistics Coordinator Atlas International Inc.
- Connected the internal sales team with third-party logistics providers.
- Managed shipment tracking, facility appointments and carrier quote comparisons.
- Processed and tracked customer returns to close out every loop.
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Education
BS Civil Engineering, Structural University of Mindanao
07Why work with me
How I show up.
System thinking
I look at how the pieces connect, a habit built across engineering, logistics and real estate operations.
Detail-oriented
Systems only work when the details do. Contracts, schedules and shipments taught me that.
Hands-on builder
I don't just study systems. I build funnels, pipelines and automations myself in GoHighLevel.
Always learning
I'm expanding into Zapier, Make, n8n and AI automation to connect HighLevel to the rest of your stack.
08FormicHive
Building beyond the portfolio.
FormicHive is my growing systems and automation practice. It's inspired by how ant colonies turn small, coordinated actions into something much larger, and it focuses on helping businesses connect the moving parts of their operations.
What does a business systems & automation specialist do?
I connect the tools a business already uses (CRM, pipeline, forms, calendars, email and SMS) so leads move from first contact to booked appointment without slipping through the cracks or relying on someone to remember.
Do you only work with GoHighLevel?
GoHighLevel is where I build day to day. I'm learning Zapier, Make and n8n so I can connect HighLevel to the other apps you rely on.
Can you improve an existing CRM or automation?
Yes. I can audit what you have, find broken workflows, duplicate data and leaky funnels, then clean up and rebuild what isn't working.
Can you build a complete system from scratch?
Yes. From the website and lead capture through the CRM, pipeline, follow-up and appointment booking, planned and built as one system.
Are the portfolio projects real client projects?
Not yet. The projects here are independent demo builds and are labeled that way. My real-world GoHighLevel experience comes from my marketing role at AI Krem, listed under Experience.
What is a demo project?
A complete system I design and build myself for a realistic business scenario, to show how I'd approach the same problem for a client.
What do you need from me before starting?
What you sell, where your leads come from, what tools you use today and what a good result looks like. A short call is usually enough to map it out.
10Contact
Have a system that needs building?
Whether you need a CRM organized, a workflow automated, a funnel built or a whole process connected, tell me about it.
- Davao City, Philippines · GMT+8
- English · Filipino
Let's build something that works.
Good systems make complicated work feel simple.