CRM, Sales, Pipeline & Operations Support
Designed a connected sales-operations workflow for leads, follow-ups, payments, content tasks, and internal visibility.
One clear path from inquiry to confirmed booking.
Event inquiries can arrive through social media, website forms, referrals, and direct messages. Without a shared workflow, lead details, payment status, follow-up timing, and ownership can become unclear.
I mapped a GoHighLevel pipeline from New Lead through Deposit Paid, defined custom fields and next-action tags, and paired it with a Notion operations hub for documentation and prospecting. The case study also shows Facebook Ads lead tracking, multi-platform CRM adaptability, Jira content planning, and a complete brief-to-approval task flow.
The work, in detail.
Browse the original case-study visuals prepared for this project, presented at full width for close review.
