CRM + Revenue Operations
For service businesses where leads come in from calls, referrals, ads, Messenger, websites, or salespeople, then need booking, follow-up, routing, and clear manager views.
Best for appointment-based, consultative, or high-value service businesses with a human sales process.
CRM proof
JD SYS
Hyperion
The System
01 / Sales pipelines
02 / CRM workspace
03 / Fastrack GHL workflows
04 / Hyperion solar workflow platform
Proof In This Category
These examples show the business problem, the system path, and the proof available to inspect.
Client Build
Workshop funnel and CRM system connecting registration, payment, reminders, tagging, lead scoring, and program follow-up.
Built
Landing page, registration flow, payment path, GHL workflow maps, tagging, scoring, pipeline automation, and Sanity content controls.
Proof
Screenshots show GHL reminders, lead scoring, registration, payment state, pipeline views, and pricing/calendar controls.
Technical Architecture
AI appointment-setting architecture designed around messy real conversations, timing control, and CRM handoff constraints.
Built
GHL channel strategy, Supabase prompt/data layer, Trigger.dev timing control, n8n orchestration, and prompt UI.
Proof
Architecture evidence covers runtime sequence, debounce control, prompt assembly, widget capture, and GHL workflow constraints.
Built Applied System
Open-source solar installer workflow platform with a companion LoadLens marketing/intake path for prepared solar-fit leads.
Built
Hyperion local-first demo workflow for lead intake, pipeline, workbench, automations, analytics, documents, Supabase scaffolding, n8n-ready handoffs, plus LoadLens public intake for bill OCR/manual usage, roof potential, readiness score, and Hyperion lead handoff.
Proof
Fresh screenshots show the Hyperion golden demo overview, pipeline, workbench, automation handoffs, and LoadLens public homepage/intake path.
What Breaks
Leads enter, but nobody clearly owns the next action.
Booking and follow-up depend on memory or screenshots.
Sales leaders cannot see which leads are stuck.
Reports are built by asking people what happened.
What I Build
Lead capture and routing system
CRM pipeline by status and owner
Booking and no-show recovery flow
Lifecycle follow-up reminders
Revenue operations dashboard
Outcomes
Every lead has an owner and next step
Bookings and follow-ups become easier to track
Managers see stuck opportunities faster
Owners stop guessing where sales are leaking
Portfolio Proof
Start with proof across CRM workflows, automation handoffs, dashboards, commerce operations, and business-facing apps before adding more tools.
See Portfolio
