Ashley Binns
Business Automation Strategist | CRM Setup, AI Workflows
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Built a custom AI agent in Make.com (http://Make.com) connecting YouTube, Anthropic Claude, Notion, and Slack into one automated pipeline. This workflow pulls video transcripts, processes them through AI, creates Notion pages, and sends Slack notifications, all without manual input. Built for content creators and service businesses ready to automate their backend operations at scale.
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Example of an automated email workflow designed to nurture leads, trigger actions, and move prospects through the sales pipeline. This demonstrates my ability to build email automations, nurture sequences, and create smooth backend workflows for engagement and conversions.
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This visual journey map was created for a wellness-based coaching brand preparing to launch a digital offer. I conducted a full strategy session with the client to map out the ideal path from initial lead capture through nurturing, conversion, and long-term engagement. The map includes opt-in logic, email sequence touchpoints, CRM tagging strategy, and passive income pathways such as Substack subscriptions, book sales, and support group memberships. It serves as the foundational blueprint for all tech setup, copywriting, and automation planning.
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This example shows a CRM pipeline designed to track leads through every stage of the sales process. Paired with automated email sequences, it ensures leads are nurtured, tracked, and followed up with efficiently—all crucial for scaling service-based businesses.
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Developed and managed an efficient project management system for a remote team using Monday.com (http://Monday.com). Leveraged workspace organization, automated workflows, and clear task management to improve autonomy, streamline collaboration, ensure accountability, and significantly reduce manual oversight.
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This SOP outlines a smooth, step-by-step off-boarding process that includes final review, testimonial requests, and next steps. Paired with a video walkthrough, it’s designed for async team training and repeatable client transitions. Ideal for service providers looking to streamline end-of-engagement workflows and gather valuable feedback.
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