Velonie Baluarte
GHL CRM & Automation
Pipelines, lead tagging, follow-up sequences, calendar booking, triggers, and contact workflows — built to run without manual effort.
GHL Automation Specialist
I build GHL systems that eliminate manual work, missed leads, and disconnected workflows.
GoHighLevel CRM built end-to-end — pipelines, automations, funnels, and follow-up sequences. Service businesses hire me when leads are falling through the cracks and they need a clean system that runs itself.
What I do
GHL specialist. With the range to deliver the full system.
I lead with automation and CRM — then extend into websites, AI workflows, and operations so you don't need three separate people to run one system.
Website & Funnel Design
Responsive sites, landing pages, booking pages, and inquiry forms designed for lead capture and conversion.
AI & Content Systems
Prompt libraries, content workflows, SOP drafts, and AI-powered production systems that cut prep time significantly.
Digital Operations
Documentation, reporting, SEO/AEO structure, and client operations support — organized, clean, and handover-ready.
Why clients hire me
Not just a builder. A systems thinker who documents everything.
Most GHL setups break because the logic was rushed, the triggers weren't tested, or no one documented how it works. I fix all three before you ever see the final build.
Engineering Mindset
Most GHL builds break mid-engagement because no one mapped the requirements before opening the tool. I ask those questions first — then test every trigger before handover. That process comes from technical project management, not a YouTube course.
End-to-End Execution
CRM, automations, website, integrations — I handle the whole system, not just one piece. You won't need to coordinate three different freelancers for one workflow.
Automation-First Design
Every system I build is designed to reduce manual work — not just organize it. If something can be triggered, sequenced, or automated, that's how it gets built.
Always Documented
Every build comes with SOPs, annotated workflows, and training notes. Your team can run the system after I'm done — no dependency on me staying in the loop.
Reliable Delivery
Clear communication, realistic timelines, no surprises. I treat every client engagement the way I ran technical projects — with a schedule, checkpoints, and a clean handover.
Business-Problem Focused
I don't just build what you asked for — I build what actually solves the problem. That starts with understanding the workflow, not opening a tool.
Project work
Systems built for real estate, coaching, healthcare & more.
Real deliverables for real businesses — CRM setups, automated follow-up, landing pages, content systems, and operational workflows from setup through handover.
Real Estate & Condominiums
GHL CRM & Lead Pipeline Setup
Property developer needed inquiry capture from multiple ad sources, automated follow-up, and pipeline visibility across buyer stages.
- Multi-stage GHL pipeline with lead source tagging for Facebook Ads, website, and referral inbound channels
- Automated SMS and email follow-up sequences triggered on form submission and stage changes
- Inquiry landing pages with booking integration, contact forms, and calendar scheduling
- Local SEO/AEO page structure with service descriptions, FAQs, and search-intent headings
Outcome
Lead response time dropped from hours to under a minute. Zero manual tracking — every inquiry auto-tagged, routed, and followed up from first contact through to close.
Business Coaching & Content
Funnel + AI Content System Build
Coaching business needed a consultation funnel, content publishing system, and repeatable AI prompt workflow to produce weekly blog and email content.
- GHL coaching offer page, opt-in funnel, lead magnet delivery, and automated consultation booking sequence
- AI prompt library for article outlines, FAQ generation, email sequences, and client-facing copy drafts
- WordPress blog structure with SEO/AEO-ready headings, internal linking plan, and publishing SOP
- Client onboarding workflow with automated welcome sequence and CRM tag-based segmentation
Outcome
Content production time cut by over 60%. The AI prompt library replaced a full writing session — weekly posts now done in under two hours with no writer needed.
Hospitality & Photography
Website + Booking + CRM Operations
Photography studio needed a professional site, package presentation, and CRM-based client follow-up to replace scattered WhatsApp and manual booking.
- Portfolio site with package pages, inquiry forms, booking process page, and mobile-responsive layout
- GHL pipeline for inquiry → quote sent → confirmed → session → delivered workflow with task reminders
- n8n automation connecting form submissions to GHL contact creation and owner Slack/email notification
- Workflow documentation and SOP for client communication and booking handoff process
Outcome
Replaced 2–3 hours of daily WhatsApp coordination. Bookings now self-manage — confirmation, reminder, and handover messages all automated from first inquiry through delivery.
How I work
Four steps. Every project, every time.
I follow the same engineering-grade process whether it's a CRM build, a website, or an automation workflow — because skipping steps is how systems break after handover.
01
Discover
Map your current workflow, pain points, and requirements before touching any tool. Ask the questions that prevent rework.
02
Build
Construct the system in layers — CRM first, automations second, integrations third. Clean logic with no over-engineering.
03
Test
Every trigger, every branch, every handoff — tested against real scenarios before you see the final build. No surprises on go-live.
04
Document
Full SOPs, annotated workflows, and training notes so the system runs and your team understands it — without me in the loop.
Sample Works
Real builds, live systems.
Actual automation screenshots and workflow builds across GoHighLevel, Zapier, and N8N — built for real client operations.
GoHighLevel
CRM Pipeline & Workflow Automation
Full GHL pipeline setup with automation triggers, lead source tagging, and follow-up sequences configured for service business ops.
GoHighLevel
Webhook Integration — Stripe & Apple Pay
GHL workflow triggered by Stripe and Apple Pay webhooks, handling step order logic with conditional branches for Abandon Cart and Payment Successful events.
GoHighLevel
Calendar Booking & Confirmation Flow
GHL calendar integration with automated booking confirmations, reminders, and post-appointment follow-up — replacing manual WhatsApp coordination.
Zapier
Cross-Platform Integration Zap
Multi-step Zap connecting form submissions, Google Sheets, and GHL contact creation — eliminating manual data entry across platforms.
N8N
N8N Workflow — API Node Automation
N8N visual workflow using HTTP request nodes, conditional logic, and data transformation — built for advanced API-to-CRM integrations.
Live work
Sites and systems I've personally built.
These are just some of the websites, funnels, and AI-powered experiences I've built for real clients — live and running.
AI Integration Voice AI
Voice AI Widget
Live conversational voice AI embedded into a client site — handles inbound queries using natural language in real time.
AI Integration Conversation AI
Conversation AI Bot
AI chat bot integrated into a health client's homepage — qualifies leads and answers patient questions automatically.
Deliverables
Specific work I own from setup to handover.
Every engagement ends with working systems, documented logic, and a clean handoff — not just a build that lives and dies with one person knowing how it works.
Website & Funnel Build
Homepage, landing page, service page, booking page, contact page, inquiry form, and CTA structure — responsive and conversion-focused.
GHL CRM & Pipeline
Pipeline creation, lead source tagging, automation triggers, email/SMS sequences, calendar booking, and contact cleanup.
AI Prompt Systems
Prompt libraries for content, email replies, client summaries, SOPs, meeting notes, research workflows, and website copy.
SEO / AEO Setup
Content outlines, FAQ sections, keyword-intent mapping, local service wording, metadata drafts, and AI-answer-optimized page structure.
Operations & EA Support
Schedule coordination, task tracking, business documentation, client updates, workflow reports, and SOP creation for smooth handoffs.
Stack
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, pipelines, calendars, forms, lead sources, tags, follow-up stages.
Automation
Zapier, Pabbly, n8n, Google Sheets, email/SMS triggers, task handoffs.
AI & Content
Claude, ChatGPT, Gemini Studio, prompt templates, SOPs, content drafts.
Ops & Creative
ClickUp, Airtable, Excel, Google Workspace, Premiere, Photoshop, reporting.
Career story
Why most automation builds fail — and how I prevent it.
Unclear requirements. Untested triggers. No documentation after handover. These are the patterns behind most failed CRM builds — and the exact problems a technical project background trains you to eliminate.
How this applies to your build
Most CRM and automation work fails because no one fully mapped what the system needs to do before building it — and no one tested whether the logic actually holds under real conditions.
I address both before you ever see the final build. Requirements get mapped first. Every workflow trigger gets tested. Everything gets documented so your team can run it after I'm gone.
That's not an extra deliverable — it's baseline discipline from a background in technical project management.
2024–Now
Freelance Digital Automation, CRM & Website Specialist — real estate, coaching, hospitality, photography, and service business clients across GHL, automation, websites, AI, and SEO/AEO.
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
Prior career in technical operations across international sites — the discipline carried over, not the industry.
Open for work — remote, freelance, or project-based
Still losing leads to manual follow-up?
If your business is buried in spreadsheets, missing follow-ups, or running on disconnected tools — I build the GHL system that fixes it. Clean pipelines, automated sequences, and everything documented so it runs without hand-holding.