CRM & automation
Keap
CRM cleanup, campaign structure, tags, forms, sales follow-up, and reporting visibility.
Software I Can Help You With
A growing list of CRM, automation, course, membership, ecommerce, reporting, and AI tools I can audit, repair, connect, or manage.
CRM & automation
GoHighLevel
Pipelines, calendars, forms, workflows, notifications, funnel handoffs, and client account repair.
CRM & automation
Ontraport
CRM organization, campaigns, field cleanup, payment-to-access flow, and reporting support.
CRM
HubSpot
Pipeline cleanup, forms, lifecycle handoffs, automation review, and operational reporting.
Email automation
ActiveCampaign
Lists, tags, automations, lead nurture, customer messaging, and email workflow cleanup.
Integration
Zapier
Reliable zaps, troubleshooting, field mapping, alerts, and app-to-app handoffs.
Funnels
ClickFunnels
Funnel handoffs, lead capture, checkout connection, automation triggers, and CRM routing.
Courses
Kajabi
Course setup, checkout-to-access logic, email flow, membership structure, and launch support.
WordPress LMS
LearnDash
Course access, user roles, membership handoffs, automations, and WordPress LMS support.
WordPress CRM sync
WP Fusion
CRM tag sync, access rules, WordPress automation, LMS integration, and membership repair.
Membership
Memberium
Membership access, subscriptions, course protection, Keap integration, and account cleanup.
Payments
Stripe
Payment forms, checkout handoffs, failed payment paths, subscription signals, and reporting flow.
Courses
Thinkific
Course setup support, access flow, student onboarding, automation triggers, and reporting handoffs.
Courses
Teachable
Course delivery, checkout-to-access flow, email triggers, student support paths, and cleanup.
Ecommerce
Shopify
Service-product structure, store design support, tracking, checkout signals, and ongoing management.
Website & LMS
WordPress
Website support, LMS and membership setup, integrations, cleanup, performance, and troubleshooting.
Ecommerce
WooCommerce
Checkout flow, subscriptions, membership access, CRM handoffs, and ecommerce reporting support.
Reporting
Google Analytics / GA4
Tracking review, purchase events, conversion visibility, reporting gaps, and dashboard inputs.
AI workflows
ChatGPT
Prompt workflows, internal assistants, lead response support, content systems, and practical AI operations.
AI workflows
Claude
Document workflows, research support, content review, internal assistant use cases, and process design.
AI implementation
Codex
Codebase repair, Shopify theme edits, automation scripts, technical QA, and AI-assisted implementation.