// CASE FILES

Field Portfolio.

17+ deployments across healthcare, real estate, insurance, finance, marketing, and SaaS. Every operation documented, defensible, and shareable on request.

// Migration & Recovery
Featured GHL Migration / Disaster Recovery

Digital Ox

188,000 contacts. Zero loss. 3 weeks.

A franchising group running 77 member businesses out of a single HighLevel sub-account. Contacts, notes, opportunities, calendar bookings — all co-mingled. Full extraction, mapping, re-segmentation, and import into 12 separate pipelines. Production-deployed with checkpoint recovery.

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// Featured Build
Featured Internal SaaS / Support Infrastructure

Hot Prospector

Unified Ticket Management with AI Analytics

Custom internal SaaS for an 8-person live support team. Unifies multi-channel tickets across GoHighLevel and Intercom into one operational command center with AI-powered analytics, root cause analysis, and real-time conversation intelligence.

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// Email Marketing
Email Marketing / Automation Strategy

Email Strategy Engine

Spiritual Coaching Brand — 18 Process Flowcharts

18 hand-crafted process flowcharts mapping the complete email strategy for a spiritual coaching brand with 3 product lines, custom 15-point engagement scoring, and lifecycle nurture sequences.

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// Pure GHL
Pure GHL / Healthcare

Patient Journey Automation

Wellness & Regenerative Clinic — 7 Folders, 3 Pipelines, ~60 Stripe Products

The most comprehensive GHL build in the portfolio — complete patient lifecycle from lead to long-term member across Weight Loss, Regenerative, and Med Spa services with loyalty programs, AI-coded calendars, and referral funnels.

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Pure GHL / Mental Health

Therapy Network Booking System

42 Calendars, Conditional Logic — 14 Specialties × 3 Locations

Complex multi-specialty, multi-location booking system with conditional logic routing, 43 funnel pages, fallback calendars, and automated multi-party notifications.

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Pure GHL / Insurance Recruitment

Financial Advisor Recruitment & Training

15 Course Modules + 3 Pipelines + AI Chatbot

End-to-end recruitment and training system with LMS course completion gates, licensure exam scheduling, 5-page sales funnel, and an n8n-powered AI chatbot for real-time insurance quotations.

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Pure GHL / Whitelabel SaaS

SaaS Whitelabel & Payment Integration

Custom CSS + SaligPay + Branded Login

Full whitelabel customization with custom CSS theming, Philippine payment gateway integration (no Stripe / no LLC required), and branded OAuth login page.

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// Third Party Tools
Real Estate / CRM Sync

Follow-Up Boss × HighLevel

Bi-directional CRM Sync — 5 Make Automations

Seamless bi-directional sync between Follow-Up Boss and GoHighLevel for a real estate agency — appointments, calls, SMS, contacts, and pipeline stages all flowing in real-time via Make.

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Real Estate / Pipeline Sync

FUB Pipeline Stage to HighLevel Sync

Cross-Platform Contact ID Cloning — 4 Routing Paths

Advanced cross-platform pipeline sync with 4 intelligent routing paths to match contacts across CRMs — production-deployed with zero testing margin.

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// Additional Deployments
// 01
Healthcare / Regenerative Medicine

FaithCare Health

Patient Intake Funnel + CRM + AI Assistant — Dr. Jun

60% more consultations · 90% less admin · 70% AI-handled
// 02
Therapy / Mental Health

TLA Therapy

Smart Client Routing + Calendar Automation — Elan Siedband

100% therapist matching · 40% drop in no-shows
// 03
Life Insurance & Financial Services

Financial Arc Solutions

CRM Customization & Automation — Aya Sakakibara

70% fewer manual steps · 100% agent visibility · 12-mo auto-nurture
// 04
Financial Coaching

J. Em Ang

Funnel Build + CRM + Automation

3× webinar conversion · 80% less admin
// 05
Real Estate Education

Arc Ang Management

Real Estate Summit & Certification System — Evangeline "Nenet" Ang

6-figure backend sales · 90% post-event automation
// 06
Life Insurance

Push Academy

Recruitment Funnel + Training Portal + CRM — Lester Reyes

50% faster recruitment · auto student tracking
// 07
Consulting / AI Automation

Pedro Robert

Funnel + Survey Qualification + CRM

29+ leads in 48hrs · 100% automated routing
// 08
Marketing / Creative Agency

Lynside Media

Agency Onboarding + Automation — Sharmaine

Onboarding: 2 days → 30 min · automated invoices
// 09
Accounting / Bookkeeping

BooksCRM

QuickBooks Automation & White-label SaaS — Athan

Zero manual billing · white-label SaaS delivery
// 10
Insurance

Robert & Erica Chan

Insurance Agency CRM

100% agent/client visibility · automated renewals
// 11
Real Estate

Valley Wide Agency

Real Estate CRM & Lead Management — Charles Barrett

80% less lead loss · real-time agent alerts
// 12
Real Estate

Alto Real Estate

Lead Conversion Funnel — Joshua Kim

3× faster response · 2.5× more viewings
// 13
Real Estate

Infinite Fex Real Estate

Multi-Property CRM — Joshua

100% inquiry visibility · auto nurture by segment
// 14
Wellness / Spiritual Therapy

Reena's Karmic Healing

Spiritual Coaching CRM & Funnels — Reena Domingo

75% more bookings · 90% less scheduling
// 15
Real Estate Tech

OfferNow

Real Estate Automation Platform — Yogi

3× faster offers · 100% deal transparency
// 16
Life Insurance

Golden Dragon Life Insurance

Insurance Onboarding & Policy Management — Ardie Espiritu

90% automated onboarding · reduced policy lapses
// 17
Personal Finance / Education

Chink Positive

Financial Education CRM & Funnels — Chinkee Tan

35% more conversions · 80% less email work
// OPERATIONS OPEN

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