Client Onboarding Automation GoHighLevel → ClickUp via n8n
Problem: Client onboarding was fully manual — leads had to be checked in GoHighLevel, tasks created in ClickUp, and team members assigned by hand. This caused delays, missed steps, and inconsistent onboarding.
Solution: Built an automated onboarding system using n8n that connects GoHighLevel and ClickUp. The workflow captures new leads, updates CRM data, creates tasks, assigns team members, and triggers follow-ups automatically triggering instantly the moment a new lead is captured.
Result: Eliminated manual onboarding steps, reduced errors, and improved process efficiency for the team zero manual intervention required.
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Retell AI Voice Agent Real Estate Lead Qualifier
Built an outbound AI voice agent for a high-ticket real estate coaching company using Retell AI Conversation Flow nodes. The agent qualifies leads through multi-branch logic, handles state-based hard gates deterministically, discloses AI identity honestly, and routes calls to human directors when needed. Deployed via Retell API using Node.js.
Result: automated, compliant lead qualification at scale freeing human directors to focus only on qualified, sales-ready conversations.
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AI WhatsApp Lead Automation LeadPilot for Real Estate Brokers
Real estate brokers were losing leads to slow manual follow-up on WhatsApp. Built an AI-powered WhatsApp automation system (n8n + WhatsApp Business API) that handles lead conversations, qualifies buyers, and sends automated follow-ups 24/7.
Result: faster response times, higher conversion, and leads engaged even outside business hours no manual chasing required.
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AI Voice Agent Lead Qualification & Appointment Booking
Client was missing after-hours calls and losing leads to slow follow-up. Built a Retell AI voice agent integrated with n8n and GoHighLevel that answers calls 24/7, qualifies leads through a structured conversation flow, and books appointments directly into the calendar no staff involvement needed.
Result: zero missed calls, faster lead response, and appointments booked automatically around the clock.
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