CRM & Automation Specialist

Chrischelle
Guerrero

CRM & Automation Specialist focused on building practical workflows, lead management systems, and business process automations using GoHighLevel, Zapier, and Make.com.

Chrischelle Guerrero
Services

Systems that keep work moving.

I design practical CRM and automation workflows that organize information, reduce repetitive work, and create clearer processes.

CRM

CRM Setup & Management

Structured CRM environments designed around the customer journey.

  • GHL pipeline setup
  • Contact & opportunity management
  • Lead status organization
⚡

Workflow Automation

Automations that connect triggers, actions, conditions, and follow-ups.

  • GoHighLevel workflows
  • Zapier multi-step Zaps
  • Make.com scenarios
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App Integrations

Structured data flows between tools so information reaches the right system.

  • Data mapping
  • Google Sheets integrations
  • Conditional logic & webhooks
Work Experience

Automation & GHL Specialist.

I design and build CRM and business process automations using GoHighLevel, Zapier, and Make.com, with a focus on lead management, customer engagement, appointment workflows, integrations, and process automation.

2026 — Present

CRM & Workflow Automation Projects

Automation & GHL Specialist

CRM & Workflow Automation · 2026 – Present
  • Design and implement GoHighLevel CRM workflows for lead intake, qualification, follow-up, customer responses, appointment booking, and post-consultation outcomes.
  • Build multi-stage lead management pipelines that move prospects through defined stages based on their actions and responses.
  • Create automated lead qualification and routing workflows using conditional logic, branches, filters, tags, and opportunity management.
  • Develop appointment automation systems covering intake, appointment IDs, calendar events, confirmations, reminders, cancellations, no-shows, and completed appointments.
  • Build multi-step Zapier workflows connecting Asana, Gmail, Google Sheets, Google Calendar, Google Drive, Slack, Webhooks, Apollo, and AI-assisted actions.
  • Create lead-enrichment workflows using Webhooks, Apollo, data processing, priority-based routing, team notifications, and AI-assisted communication.
  • Develop Make.com scenarios for Gmail attachment processing, file handling, standardized naming, Google Drive uploads, Google Sheets logging, and email notifications.
  • Connect applications through native integrations, webhooks, APIs, and automated data transfers while maintaining structured data flows.
  • Test automation scenarios, review execution logs, troubleshoot workflow logic, and refine processes for reliable execution.
  • Document workflow architecture, automation logic, and validation results for portfolio and demonstration purposes.
GoHighLevelZapierMake.comCRM AutomationWorkflow DesignWebhooksLead ManagementAppointment Automation
Selected Project

CoolAir CRM Automation

GoHighLevel system covering inquiry intake, service-area qualification, follow-up, human handoff, consultation booking, and appointment outcomes.

Selected Projects

Zapier Automation

ASANA CRM Lead Engagement, Clinic Appointment Automation, and Automated Leads Enrichment workflows.

Selected Project

Make.com Automation

Gmail attachment processing with file handling, Google Drive storage, Google Sheets logging, and email notification.

Previous Work

Automation projects & case studies.

Hands-on portfolio projects across GoHighLevel, Zapier, and Make.com, built to demonstrate workflow design, CRM logic, integrations, and process automation.

Zapier Projects

Multi-step integrations and workflow logic.

Three hands-on Zapier builds demonstrating branching, data handling, app integrations, notifications, and AI-assisted actions.

Zapier · Project 01

ASANA CRM Lead Engagement Workflow

Lead-stage routing using Paths, Asana task updates, Gmail follow-ups, delays, filters, and AI-assisted messaging.

ASANA CRM Lead Engagement Workflow screenshot
Zapier · Project 02

Clinic Automation System

Appointment intake, ID generation, database updates, calendar creation, confirmations, reminders, cancellations, no-show recovery, and reporting.

Clinic Appointment Intake and Follow-Up Automation System screenshot
Zapier · Project 03

Automated Leads Enrichment

Lead enrichment flow using URL formatting, Apollo via Webhooks, priority routing, notifications, AI-assisted email drafting, and Gmail.

Automated Leads Enrichment Project 3 screenshot
Make.com Project

Scenario-based automation with structured file handling.

A practical Make scenario that connects Gmail, file processing, Google Drive, Google Sheets, and notifications in one automated flow.

Make · Project 01

Gmail Attachment Processing

Multi-step Make scenario that watches Gmail, finds attachments, generates a standardized file name, uploads the file, logs it, and sends a notification.

Make.com Gmail attachment processing scenario screenshot
GoHighLevel System Overview

CoolAir — Lead Qualification & Consultation Booking Automation

A self-initiated portfolio system for a fictional home-service business. The architecture is designed around a single inquiry journey: capture → qualify → follow up → hand off or book → track appointment outcome.

CA 01Inquiry Intake
CA 02Consultation Follow-Up
CA 03Customer Reply Handoff
CA 04Consultation Booked
CA 05Consultation Outcome

The project uses fictional test contacts and is presented as a portfolio demonstration rather than a production client system.

Screenshots

GoHighLevel workflow evidence.

Validation & Test Results

Evidence from workflow execution logs.

The captured GoHighLevel execution logs provide validation evidence for the major paths in the CoolAir system. Results below describe what is visible in the recorded test runs.

CA 01 — Inquiry Intake Executed / FinishedTest log shows the inquiry entering the workflow, being tagged and assigned, an opportunity being found/created, the service-area branch running, the opportunity being updated, an email being sent, and the contact reaching the end of the workflow.
CA 02 — Consultation Follow-Up Executed / FinishedCaptured run shows the follow-up path reaching a “Showed” outcome, updating the opportunity, creating the estimate-preparation task, and then ending the workflow.
CA 03 — Customer Reply Handoff ExecutedCaptured run shows the reply branch, internal notification, staff task, opportunity update, and workflow removal. One removal action was still displayed as “Processing” in the screenshot at capture time.
CA 04 — Consultation Booked Executed / FinishedCaptured run shows opportunity creation, booking tags, appointment notification, and workflow completion after the consultation was booked.
CA 05 — Consultation Outcome Executed / FinishedCaptured runs show both cancellation and “showed” outcome paths, including opportunity updates, outcome-specific actions/notifications, and removal at the end of the workflow.
Validation approachTesting used fictional contacts and execution-log review. The portfolio presents observed workflow behavior rather than claiming client revenue, conversion, or time-savings results.

Validation evidence is based on the execution-log screenshots captured during testing on September 26, 2026.

About

CRM-focused. Automation-driven. Process-minded.

I build practical CRM and business process automations designed to organize leads, streamline customer journeys, reduce repetitive work, and improve operational workflows.

My hands-on experience includes building intermediate-level projects using GoHighLevel, Zapier, and Make.com, covering lead management, qualification, follow-ups, appointment automation, app integrations, webhooks, data mapping, and automated notifications.

My analytical background also brings strong attention to accuracy, structured thinking, data validation, and process improvement—skills I apply when designing, testing, and refining automation workflows.

Tools & Technologies

GoHighLevelZapierMake.comGoogle SheetsMicrosoft ExcelVLOOKUPINDEX/MATCHPivot TablesVBA & MacrosCitrix
Testimonials

Portfolio project feedback.

Sample feedback prepared for demonstration purposes. These placeholders can be replaced with verified client or collaborator testimonials as they become available.

“

“Chrischelle demonstrated a structured approach to workflow automation and was able to translate a business process into clear triggers, conditions, and automated actions.”

— Sample Project Reviewer · CRM & Workflow Automation

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“The automation workflow was well organized and showed strong attention to the customer journey, from lead intake through follow-up, booking, and handoff.”

— Sample Project Reviewer · GoHighLevel Automation

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“Chrischelle showed practical knowledge of Zapier integrations, branching logic, webhooks, and AI-assisted actions while building an end-to-end lead workflow.”

— Sample Project Reviewer · Zapier Lead Enrichment

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“The appointment automation connected intake, scheduling, reminders, cancellations, no-shows, and final outcomes into one organized process.”

— Sample Project Reviewer · Appointment Automation

Education

Bachelor's Degree in Financial Management

PHINMA Saint Jude College · Philippines

Certification

Certified Financial Management Specialist

CFMS Assessment Examination · Batch 33 · Passed 2026

Contact

Let's build a smarter workflow.

Open to opportunities involving CRM management, business automation, research, data, and process improvement.