ClickUp
ClickUp CRM and workflow automation for a marketing campaign
A client running a campaign across WhatsApp, Facebook and Instagram had leads and conversations scattered across platforms.
I built a ClickUp CRM with a lead pipeline, custom statuses and fields, list and board views, and integrations that bring every enquiry into one place. Automations send follow-ups and track each interaction.
Result: Leads, follow-ups and campaign tracking in one system.
Zapier
Workflow automation across WhatsApp, email, Airtable and Notion
Meeting scheduling, reminders, client communications and project updates were all handled by hand across five platforms.
I mapped the workflow, then built multi-step Zaps with triggers, filters and actions that schedule meetings, send reminders, log communications and push updates between tools.
Result: Repetitive admin automated, and time back for higher-value work.
Calendly + Cal.com
Appointment scheduling workflow for a service business
A business owner was overwhelmed by manually managing appointments and coordinating with clients.
I set up event types for each service, availability rules and buffers, calendar sync, intake forms, and automatic confirmations and reminders.
Result: Clients book themselves, and the back-and-forth is gone.