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Designed and implemented a multi-phase digital transformation for a coaching and consulting business, migrating manual workflows into a fully automated ClickUp ecosystem integrated with Make, Xero, Acuity, and Mailchimp.
Built complex Xero invoicing logic with split billing for long-term programs and auto-generated coach purchase orders on client booking. Engineered a scalable Organisation and Cohort hierarchy in ClickUp for bulk participant intake via Google Sheets and automated Google Drive folder creation. Connected website leads, Facebook Lead Ads, and Acuity Scheduling to auto-populate the Sales CRM with Mailchimp follow-up sequences. Developed real-time dashboards tracking Sales, Finance, Delivery, and Assessment metrics across the business. Produced a full SOP and Loom training library that drove 100% team adoption post-go-live.
The network for creativity
Join 1.25M professional creatives like you
Connect with clients, get discovered, and run your business 100% commission-free
Creatives on Contra have earned over $150M and we are just getting started
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See how it's structured inside the case.
Choosing what to leave out is the part of the work that pays for itself once development begins" exactly right for a trust-driven site like this. Showing the house room by room as it really looks, rather than styled, is what actually earns that trust.
The overall feel of the site is really amazing 🙌
AI Lead Qualification & Appointment Automation System
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Designed and developed an AI-powered lead conversion system that handles incoming Telegram conversations from first contact to qualification, CRM synchronization, and appointment booking.
The AI works with conversation history, lead profile data, unanswered questions, current funnel stage, available actions, and verified CRM data to determine the next appropriate step and generate structured responses.
The system automatically creates and updates leads in the CRM, manages qualification stages, books meetings, generates Yandex Telemost links, sends reminders, handles rescheduling, and escalates exceptional cases to a human manager.
The architecture includes dialogue state management, message deduplication and batching, PostgreSQL persistence, concurrency protection, validation before actions are executed, and safeguards against sending unverified or prohibited information.
This is not just an AI chatbot — it is an automated sales workflow that connects Telegram, AI, CRM, scheduling, and human escalation into one controlled process.
AI makes decisions within controlled business rules instead of operating as an unrestricted chatbot.
The concurrency safeguards and validation-before-actions detail is a strong distinction here—booking systems usually fail at the edges, not in the happy path. I’d expose a compact lead state to the operator (stage, next action, last unanswered question) so a human can resume...
