Claudine Jean Tabieros, AI Operations & Workflow Automation Specialist

A campaign launch generated around 2,000 WhatsApp messages, leaving the client manually responding to customer inquiries and conversations one by one.

A WhatsApp AI chatbot trained around past customer conversations to understand common inquiries, respond contextually, and handle conversations automatically while routing situations that required human attention.

Manually researching prospects, deciding who was worth contacting, writing messages, and tracking follow-ups created a lot of repetitive work.

A structured outreach workflow that uses AI to assess prospect fit, generate relevant messaging, organize leads by stage, and trigger the appropriate follow-up process.

New inquiries can easily get lost when information is submitted through forms and then has to be manually copied, organized, and communicated to the team.

An automated lead capture workflow that records incoming submissions, updates the lead tracker, and sends an immediate notification when a new inquiry is received.

Client onboarding often involves the same administrative steps being repeated manually across forms, CRM records, emails, tasks, and calendars.

A connected onboarding workflow that captures client information, creates and updates CRM records, moves contacts through the appropriate pipeline stages, and triggers follow-up actions automatically.

Two brands were generating enquiries that needed to be managed by the same sales team, creating the challenge of keeping leads organized by brand while maintaining a centralized CRM.

A dual-brand GoHighLevel CRM setup with separate pipelines, brand and source attribution, lead routing, salesperson assignment, automated notifications, confirmation emails, and follow-up tasks, all within one centralized CRM.