pro
Jake Filloramo
I help teams scale with smarter CRM & automation systems.
New to Contra
Jake is ready for their next project!
Automated Document Generation and Email Delivery (ActiveCampaign + Keragon + Google Docs)
Have a long-term client that runs a mental health counseling practice in Austin š¤ .
Recently they got blind-sided with a new healthcare compliance mandate, that required them to send all...
Automated Zoom Webinar Registrant Email & SMS Nurture (integrated with ActiveCampaign)
My client was manually importing Zoom Webinar registrants into ActiveCampaign lists, and then importing AGAIN after the event to track attendees. And they run ton of webinars each...
Automated Lead & Sales Attribution Reporting (ActiveCampaign + Make.com + Google Sheets)
I've been getting more familiar with Make.com, and although you need a bit more technical chops compared to Zapier.. it's just as robust and much more cost-effective for certain use...
Currently building a Content Manager "AI Teammate" using Zapier Agents for a client in the education space.
Pretty impressed with the results so far, and learned that dialing in the prompts and building out a comprehensive Knowledge Source is critical.
š§ Client's Challenge:...
