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I optimized this GoHighLevel (GHL) CRM to transform lead management into a high-conversion sales engine. I built a custom multi-stage pipeline from MQL to Scope Approved to ensure zero lead leakage.
Key Deliverables:
1- Pipeline Architecture: Structured stages for clear sales visibility.
2- Lead Tracking: Integrated source tracking (Organic/Forms) to measure ROI.
3- Revenue Monitoring: Real-time dashboard showing $4,000+ individual deal values.
4- Efficiency: Streamlined 170+ opportunities for faster follow-ups and higher closing rates.
The network for creativity
Join 1.25M professional creatives like you
Connect with clients, get discovered, and run your business 100% commission-free
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CA Firm Automation Suite — Complete. 5 Stages. 9 Days.
Started with a problem. Finished with a system.
✅ Stage 1 — Client onboarding: form to folder in seconds
✅ Stage 2 — FBR & SECP alerts: 7, 3, 1 day warnings, every client
✅ Stage 3 — Invoice follow-ups: 3 escalating reminders, auto-stop on payment
✅ Stage 4 — Tax data collection: automated document requests with checklist
✅ Stage 5 — New client outreach: personalised emails based on pain point
Built by a 20-year-old CA student who knows this industry from the inside.
Zero per-month cost. Runs free on n8n + Railway.
Looking for the first CA firm to implement this. If that’s you — let’s talk.
For the tax document checklist, I'd match uploads to both the client and tax period before marking an item complete. How do you handle a client uploading last year's statement or a replacement after the checklist has already cleared?
Interactive Themed Developer Portfolio & Web Showcase | React, Framer Motion & Tailwind CSS
Key Features & Highlights:
Custom Vector Artwork & Layered Visuals:
Implemented an intricate, responsive fixed SVG backdrop showcasing a night cricket oval under floodlights, illuminated mountain peaks, starry sky, and subtle ambient glows.
Preserved full content readability and contrast using layered dark vignettes and custom opacity masks.
Fluid Framer Motion Animations:
Designed staggered entry transitions, conic orbit rings, continuous pulse indicators, and interactive micro-animations.
Added smooth hover states, reactive button effects, and dynamic drawer transitions.
Modern Glassmorphism UI:
Applied frosted glass design patterns (backdrop-blur, semi-transparent RGBA palettes, and soft glowing border outlines) across all cards, timelines, forms, and navigation elements to allow the themed backdrop to show through elegantly.
Clean Architecture & Iconography:
Streamlined visual consistency by adopting modern vector icon sets via react-icons across navigation, badges, timeline bullets, and interactive controls.
Purged unnecessary toggles and redundant state to enforce a refined, distraction-free aesthetic.
Full-Stack Form Integration:
Configured asynchronous contact messaging using EmailJS with client-side validation, error handling, status banners, and loading indicators.
Optimized & Responsive:
100% mobile, tablet, and desktop responsive layout with a custom slide-out navigation drawer.
Built using Vite for optimized bundle sizes, fast hot module replacement (HMR), and clean production builds.
Tech Stack:
Frontend: React 18, React Router, JavaScript (ES6+)
Styling & Design: Tailwind CSS, PostCSS, Custom CSS Variables, Glassmorphism
Animation & Interactivity: Framer Motion
Icons & Assets: React Icons (react-icons), Custom Vector SVG
Third-Party Services: EmailJS
Build Tooling: Vite
Impressive attention to detail. The themed visuals and smooth animations give the portfolio a distinctive identity.
3 mistakes I see every GoHighLevel user making that creates 100s of duplicate leads:
No deduplication logic between Facebook Lead Ads → GHL
No AI check for same phone/email with different name
No Google Sheets backup before pushing to GHL
I fixed this last week for a client with a simple n8n + AI workflow:
→ Facebook Lead → AI checks duplicate → If clean → GHL + Sheets → Telegram alert
Result: 0 duplicates in 7 days, 6 hours/week saved.
Want the n8n template? Comment "TEMPLATE" and I'll DM you.
#gohighlevel #n8n #leadmanagement #automation
Clean flow. The part I'd watch is the "maybe" pile: couples often share one email or one phone, so a strict duplicate check can silently drop a real second lead. I'd send those to a review tab in the Sheet instead of skipping them. What does yours do with a likely-but-not-certain match?