I build the systems that find, nurture and convert your customers.

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Grant-Funded Lead-Gen Funnel for a BC Career College

The Problem

AI Edge is an AI literacy training program delivered in partnership with a BC career college and funded through the BC Employer Training Grant. The challenge wasn't just building a page — it was solving for how differently people respond to grant-funded offers versus paid ones. If a visitor doesn't immediately understand the program is funded, they assume it's another expensive course and leave before reading anything else. The funnel had to lead with that funding story, not bury it, while still making the program itself feel credible and worth committing time to.

Strategy and Structure

I mapped the funnel around the order a skeptical visitor actually thinks in. First, is this legitimate and is it funded. Second, what will I actually learn. Third, do other people like me trust this. Fourth, how do I sign up. That became the section order: hero with grant messaging up top, program outline next, testimonials for proof, FAQs to close remaining objections split cleanly between program content and funding mechanics, and a lead capture form reachable from multiple points rather than one buried at the bottom.

Design and Copy

The page runs a dark-themed design matching the AI Edge brand identity, built to feel modern and credible rather than like a generic course landing page. Copy was written to keep the funding breakdown concrete and specific rather than vague, since vague funding claims are what make people distrust grant offers in the first place. Every CTA was written around a different visitor intent — some ready to enroll immediately, others still needing convincing — so the page doesn't rely on a single conversion moment.

Automation

Built the full lead capture flow inside GoHighLevel, connecting the embedded form to automated follow-up sequences so leads didn't sit untouched after submission. Set up the funnel to be self-contained and fully responsive across mobile and desktop, with FAQ accordions and the testimonial carousel functioning cleanly on smaller screens, where most training-program leads actually browse first.

Outcome

Delivered as a complete, launch-ready funnel handling positioning, trust-building and lead capture in one build, with no external developer or designer needed to take it from brief to live page.

Full Walkthrough

× Executive Search · Mining & Energy

Executive Search Lead-Sourcing System

The Problem

Tektonic Talent needed to identify and reach mining industry executives tied to specific countries and assets, but manually researching each prospect's actual work history and project ties was slow, and a naive approach — filtering by company or self-reported location — produced unreliable results. Mining professionals are frequently FIFO (fly-in-fly-out) or expat workers, so home location rarely reflects where someone is actually working. The client needed a system that could distinguish genuine current or recent responsibility for a target country from noise, without burning enrichment credits on irrelevant contacts.

What We Built

• Phase-gating logic separating "Project" from "Operation" stage tags, so prospects could be filtered by where a company's asset actually sat in its lifecycle
• Per-asset scoring for companies that own multiple assets across different countries, so relevance was judged asset-by-asset rather than at the company level
• Contact-finding logic surfacing 5–10 relevant contacts per company, with hard exclusion rules to filter out irrelevant roles/departments
• HQ-vs-site labeling to distinguish corporate/head-office staff from people actually tied to the operational site
• Row-splitting and dedup logic to keep the dataset clean and avoid wasting enrichment credits on duplicate records
• Confirmed-only enrichment gating — email and phone enrichment only ran after a contact passed relevance checks, not before
• One swappable country template, built once and tested successfully across 2+ countries, proving the system could scale to new markets without a rebuild

Outcome

Delivered a working, tested lead-sourcing template that formed the foundation for a much larger Phase 2 engagement — the client expanded the relationship into a full CRM automation build after seeing this system work.

× Executive Search · Mining & Energy

CRM Automation & Outreach Pipeline

The Problem

Following Phase 1's success, the client needed to scale from a manual research template into a full, automated pipeline — one that could source leads, keep a CRM as the single source of truth, sync engagement data from email outreach back into that CRM, and prevent automation from silently overwriting human edits. The system also needed a much more rigorous classification layer: accurately determining whether a mining professional had genuine current or recent (3–5 year) responsibility for a specific target country, without relying on their stated home location or simple company ownership — both of which produce false positives in an industry built around FIFO and expat staffing.

What We Built

Architecture (Clay → Google Sheets → n8n → RecruitCRM → n8n → Smartlead)

• Clay as the single origin point for all leads — never a sync target
• RecruitCRM established as the single source of truth for contact data
• Smartlead handling all email sending, firing engagement webhooks back to update RecruitCRM stages automatically
• n8n orchestrating the Smartlead connection directly (bypassing Clay's native, more limited push integration) to keep RecruitCRM and Smartlead reliably in sync
• A Google Sheets relay layer built specifically to work around Clay's Enterprise-plan-gated webhook/API columns, avoiding a costly plan upgrade

Data Integrity Safeguards

• A custom "Sync Source" field (Automated/Manual) checked before every sync — once a human edits a record in RecruitCRM, Clay permanently loses write access to that record, preventing automation from clobbering manual corrections
• Engagement updates from Smartlead webhooks remain exempt from this lock, so email activity still flows through correctly

n8n Workflow Layer (three distinct workflows)

• Google Sheets–triggered intake — deduping and creating companies/contacts in RecruitCRM from new Clay data
• Webhook-triggered engagement handler — updating RecruitCRM stages based on Smartlead activity (opens, replies, campaign adds)
• A manual-edit watcher enforcing the sync lock

AI-Driven Country/Asset Classification System

• A rigorous PASS/FAIL prompt classifier (iterated through multiple versions, including removing an intermediate "CHECK" state to force cleaner binary decisions) scanning a candidate's profile text for four independent signals: explicit country mentions, named asset matches, competing other-country ties, and portfolio-wide/global remit language
• Hard-coded rule: company ownership of an asset alone is never sufficient for a match — evidence has to come from the person's own profile text or an explicit statement of remit
• Home/residence location explicitly excluded from the decision logic to correctly handle FIFO and expat mining talent
• target_country fed in dynamically per row from the company's actual operating location, with the list of known in-country assets pulled via a live lookup against a maintained Assets Table — keeping the classifier anchored to verified data instead of the model's own potentially outdated knowledge of mining geography

Cold Email Copy Engine

• A first-touch email generation prompt consolidated to three clean inputs (name, company, linked asset record)
• Single-asset-selection logic so each email referenced the most relevant project rather than a generic pitch
• JSON-structured output (including an asset_referenced field) for easy QA
• A separate company eligibility/classification gate (Keep / Remove / Manual Review) built country-agnostic from the start, so it could extend beyond the initial markets into new regions like the DRC without rework

Nurture and Monitoring Layer (built and tested)

• An 8–12 week automated nurture sequence running on a weekly n8n loop, checking RecruitCRM for contacts due their next touch and pushing either lightweight, data-only content or fresh research-backed content depending on lead tier (roughly an 80/20 split), pushed to Smartlead as a single-step add decoupled from Smartlead's own native sequencing
• Weekly Gmail reply-checking across all three warmed inboxes, moving any contact who replied into the "Replied" CRM stage (unless already marked Replied, Won, Bounced, or Client)
• A news/event monitoring layer using Google Alerts, tracking each company plus trigger keywords like "hires," "appoints," and "expansion," delivered as an RSS feed read daily by n8n and matched back to the relevant company in RecruitCRM — triggering fresh enrichment and a tailored touch only when a real event was detected, avoiding wasted research spend on a fixed timer

Infrastructure

• Domain and DNS setup (tektonicsearch.com)
• Three Google Workspace mailboxes connected to Smartlead via OAuth, with DMARC configured for deliverability

Outcome

Delivered a fully connected, automation-first pipeline handling 1,581 distinct contacts across 608 companies, ready to run in live outreach campaigns — with data integrity protections, a defensible AI classification layer grounded in real evidence rather than assumption, a working long-term nurture and event-monitoring system, and a scalable architecture the client could extend to new countries and markets without rebuilding the core system.

× Accounting · US & Canada

Client Portal & Onboarding Automation

Overview

I built a comprehensive client onboarding and portal automation system in GoHighLevel for an accounting firm serving clients across the US and Canada. The goal was to replace a largely manual onboarding process with a structured system that could handle different service tiers, collect payments and contracts, manage document submissions, and give clients access to the right portal experience based on their package. The final system connected GoHighLevel with Stripe and DocuSign while using automated workflows to manage the entire onboarding journey from payment through completed onboarding.

The Challenge

The firm had multiple service tiers, each requiring a different onboarding experience. Clients needed to complete contracts, make payments, submit documents, and receive access to the appropriate resources. Managing this manually created several problems — clients could get stuck waiting for the next onboarding step, contracts had to be followed up manually, and document collection required repeated communication. Different service tiers also needed different access and onboarding paths, and the firm was spending significant time moving clients between stages manually while trying to maintain a consistent experience across US and Canadian customers. The objective was to create a system where the client's actions automatically determined what happened next.

The Solution

I designed and implemented the onboarding architecture inside GoHighLevel around three primary client tiers — Silver, Gold and Platinum — each with its own onboarding workflow and access logic while remaining part of the same overall CRM ecosystem. Once a client entered the onboarding process, their progress could automatically trigger the appropriate next step:

Payment → Contract → Onboarding → Document Collection → Portal Access → Completion

This removed much of the manual coordination previously required from the firm's team.

GoHighLevel CRM Architecture

I configured GoHighLevel as the central system for managing the client journey. Client records, onboarding status, workflow triggers, communication and access logic were structured around the CRM. Rather than creating disconnected processes for each service tier, I built a structured automation framework that could identify the client's package and route them through the appropriate onboarding experience — giving the team a central view of where each client stood while automations handled the repetitive operational work.

Tier-Based Onboarding

One of the core parts of the project was building separate onboarding logic for Silver, Gold and Platinum clients. Each tier could trigger different:

• Onboarding communications
• Contract requirements
• Payment requirements
• Document collection steps
• Portal access
• Client resources
• Follow-up actions

This meant the firm could offer different levels of service without manually managing every client's onboarding, with workflows responding to client actions and onboarding status rather than relying entirely on staff to remember what should happen next.

Stripe Payment Automation

Stripe was integrated into the onboarding process so payment status could become part of the automation logic, connecting the commercial side of the process with the operational side. Once the required payment condition was satisfied, the appropriate onboarding workflow could continue automatically rather than requiring someone on the team to manually verify payment and move the client forward.

DocuSign Contract Automation

DocuSign was integrated into the onboarding workflow to automate contract handling. Contracts were built directly into the onboarding journey, letting clients receive and complete the appropriate agreement as part of the process, with contract status used as a trigger for subsequent onboarding actions. This significantly reduced the manual contract chasing required from the team, turning contract completion into an automated milestone instead of another item on someone's manual follow-up list.

Client Portal

I configured the client portal experience around the client's service tier, with staged access and tier-specific permissions so clients only received the resources relevant to the package they purchased. The portal adapted to the client's onboarding status and service level as part of the overall CRM and automation system, rather than giving every client the same experience.

Document Collection

Accounting clients often need to provide multiple documents before the firm can begin or complete certain services, and tracking these requests manually created delays and extra communication. I built document collection as a defined stage of the onboarding journey, guiding clients through the required steps while giving the internal team greater visibility into onboarding status — reducing back-and-forth and making it easier to spot clients who hadn't completed the required steps.

US & Canada Market Support

The firm served both US and Canadian customers, so the system needed to accommodate both markets. I built multi-market support into the onboarding architecture, including currency handling and market-specific considerations within the client journey, so the same underlying system could support clients across both markets without separate onboarding infrastructures.

Automation Logic

The workflows were designed around events and conditions rather than fixed manual checklists. A typical client journey looked like:

New Client → Payment → Contract Sent → Contract Completed → Onboarding Started → Documents Requested → Documents Submitted → Portal Access → Onboarding Completed

At each stage the system triggered the relevant action — if a client completed a step, the workflow moved forward; if not, the system triggered the appropriate follow-up rather than requiring the team to manually check every client, creating a much more predictable onboarding operation.

Outcome

Beyond the numbers, the biggest improvement was operational consistency — clients were no longer dependent on someone remembering every step of their onboarding process.

Skills & Deliverables

Key Takeaway

This project was more than simply building a few GoHighLevel workflows. I designed the onboarding process as an interconnected system where payments, contracts, documents, CRM records, client access and communication worked together — producing a faster, more consistent client experience while removing hours of repetitive administrative work from the firm's team every week.