jansandiego.com

Jan Eiriel San Diego

AI Automation ConsultantGoHighLevel CRM & AI Automation Specialist

GoHighLevel CRM | AI Agents | Workflow Automation | Technical VA Systems

I turn messy lead follow-ups, CRM stages, forms, files, and recurring admin work into clear automation systems that teams can see, trust, and improve.

CRM SystemsAI Workflow EnginesOperations AutomationAI-Assisted Website Builds

Licensed Mechanical Engineer applying systems thinking to CRM, AI automation, and remote operations support.

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Jan's System Method

Diagnose. Map. Build. Stabilize.

Working method

Engineering mindset

CRM

Lead operations

Workflow intelligence

Diagnose

Find bottlenecks, owners, missing data, and slow handoffs

Map

Turn the process into triggers, records, stages, and decisions

Build

Connect CRM, AI, apps, webhooks, and notifications

Stabilize

Test edge cases, document the system, and prepare handoff

Capabilities

Systems I design for teams that cannot afford operational drag

The tools are only the surface. The real work is designing cleaner handoffs, faster response loops, and workflows people can trust.

CRM

Build customer systems people actually use

Turn scattered leads, forms, tags, calendars, and sales stages into one clean GoHighLevel operating system.

Pipeline clarity

Lead capture flow

Follow-up structure

Reduce repetitive work

Automate the manual handoffs that slow teams down: routing, follow-ups, task creation, and notifications.

Cleaner handoffs

Less admin

Reliable timing

Add AI where judgment is needed

Use AI for drafting, intake, summaries, qualification, and structured outputs where rules alone are not enough.

AI drafting

Lead qualification

Structured outputs

API

Connect disconnected tools

Bridge CRMs, inboxes, sheets, calendars, forms, APIs, and webhooks into one intelligent workflow.

API workflows

Webhook routing

Data sync

Keep operations organized

Support the practical work that keeps systems usable: cleanup, QA, documentation, setup, and tool operations.

Tool setup

QA checks

Clear documentation

WEB

Turn ideas into usable websites

Build fast portfolio, landing page, and service-site drafts with AI-assisted workflows and deployment-ready structure.

Landing pages

Responsive UI

Vercel-ready handoff

Website Builds

AI-assisted websites that turn rough ideas into credible first impressions.

I use Grok, OpenRouter, other LLM tools, and Lovable-style builders to turn a business idea into a clean website draft, then refine it into a deploy-ready frontend.

Prompt to structure

Turn business notes into page sections, copy hierarchy, CTAs, and a clean responsive layout.

GrokOpenRouterLLM Tools

Design to interface

Use AI coding tools to build modern landing pages, portfolios, and service sites with reusable components.

Next.jsTypeScriptTailwind CSS

Deploy-ready handoff

Prepare polished frontends that can be previewed locally, checked, edited, and deployed through Vercel.

VercelGitHubLovable

Trust Layer

Why the work is different

Engineering training taught me to look for load paths, failure points, constraints, and repeatable systems. I bring that same thinking into automation.

Systems before tools

I start with the business process, failure points, owners, and handoffs before choosing GoHighLevel, n8n, Zapier, Make.com, or AI.

Automation with accountability

Good workflows are traceable. They should show what happened, who owns the next step, and where the process can recover.

Practical over impressive

The best automation is the one the team can understand, maintain, and trust after the first exciting demo is over.

Licensed Mechanical EngineerCRM and workflow systems builderAI automation training credentialsRemote-team friendly documentation

Case Study

Service Business CRM Workflow Study

A GoHighLevel build for a pool-service business, focused on organizing intake, opportunity stages, follow-ups, and customer onboarding in one workflow.

Observed Pattern

The lead process needed a clearer operating path.

Small service teams often rely on memory, inbox checks, and manual status updates. That can make it harder to see which leads need a quote, follow-up, onboarding, or reactivation.

System design

The GoHighLevel setup brings lead capture, opportunity movement, tagging, timed follow-ups, and onboarding handoffs into one structured workflow.

Design goals

Earlier visibility on new inquiries

Clearer follow-up ownership

Cleaner pipeline movement

Less manual status checking

A more consistent onboarding path

Build scope

GoHighLevel, Forms, Pipelines, Tags, Smart Lists, Workflows, Follow-ups, Customer Onboarding

GHL Build Scope

CRM operating system

This project shows practical GoHighLevel implementation: the business gets a form entry point, a sales pipeline, opportunity movement, tagged lead segments, and automated follow-up paths.

Step 1

Form

Step 2

Opportunity

Step 3

Pipeline

Step 4

Workflow

What This Proves

I can build more than a workflow canvas.

Even without polished client-facing screenshots yet, this is enough to show the core CRM skill: turning lead intake into a structured sales process with follow-up logic and operational handoffs.

Lead capture forms and funnel entry points

Opportunity pipeline setup for quote and sales stages

Lead qualification and interest-based tagging

Automated quote follow-ups and lost-lead reactivation

Won-customer onboarding with email and task handoffs

Why it matters

Re-engages lost opportunities with timed email follow-up and status checks instead of letting old leads disappear.

GoHighLevelFormsPipelinesOpportunitiesTags

Selected Work

Projects and credentials

A practical look at workflow builds across n8n, Zapier, Make.com, and CRM automation, with training credentials included for context.

Work Snapshot

A quick read of the automation work.

Projects are grouped by platform so the screenshots, tools, and workflow purpose can be reviewed without opening a separate gallery.

CRM cleanupWorkflow automationAI agentsLead follow-upTechnical VA systems

Platforms

Workflow builds

Credentials

Featured workflow

AI Call Appointment Setter

Selected build

Reduces manual scheduling work by letting an AI voice agent handle appointment requests while n8n manages availability, records, confirmations, and error paths.

Project Library

Grouped by tool and workflow pattern

Each platform has one lead build, then supporting builds underneath. The layout stays visual, but the notes stay short enough to scan.

Stack 01

Zapier

App routing and CRM handoffs

CRM stages, lead enrichment, AI drafting, and content routing automations.

Good fit for fast app-to-app automation, CRM stage changes, and follow-up routing.

Lead routingAI-drafted follow-upsPipeline handoffs

Lead workflow

Asana CRM Lead Stage Automation

Keeps pipeline communication moving automatically so leads do not sit idle between sales stages.

ZapierAsanaGmailGoogle DriveAI by Zapier

Related build

Leads Enrichment Automation

Improves lead qualification speed and gives teams cleaner data before the first follow-up.

ZapierYouformWebhooksGoogle Sheets

Related build

Video to Multi-Platform Content Repurposing

Turns one video asset into reusable social content with less manual writing and publishing work.

ZapierGoogle DriveAI by ZapierFacebook Pages

Stack 02

n8n

AI agents and workflow logic

AI agents, scheduled follow-ups, RAG, appointment flows, and API workflows.

Good fit for deeper logic, AI agents, API workflows, scheduling, and reusable systems.

AI agentsAPI workflowsScheduled operations

Lead workflow

ASMR Video Generator

Shows how creative production can be treated like an operating system: prompt creation, status tracking, generation, file handling, and publishing steps handled in one repeatable workflow.

n8nSchedule TriggerGoogle SheetsGeminiHTTP RequestFacebook Graph APIYouTube

Related build

AI Agent for Facebook

n8nWebhookApolloGoogle Sheets

Related build

RAG Knowledge Base

Creates a searchable AI knowledge base so teams can ask questions against internal documents and updated reference files.

n8nGoogle DriveSupabaseVector Store

Stack 03

Make.com

Operational scenarios and file flows

File handling, accounting exports, email operations, and admin workflows.

Good fit for visual operations, file handling, admin workflows, and finance handoffs.

File operationsAdmin cleanupStructured exports

Lead workflow

Auto Sort Gmail Attachments on Drive

Keeps incoming email attachments organized automatically so teams spend less time downloading, naming, sorting, and tracking files.

Make.comGmailGoogle GeminiGoogle DriveGoogle Sheets

Related build

Xero Transactions to Asana CSV Workflow

Reduces repetitive accounting admin by moving transaction export, CSV preparation, and task attachment updates into one repeatable workflow.

Make.comAsanaXeroGoogle Sheets

Credentials

Training credentials, kept visible

Certificates sit after the work samples as supporting context, not as the main pitch. The previews stay readable on the page.

Featured credential

Zapier Automation Training

Verified credential

Training credential for building app-to-app automations and Zapier workflows.

Credential

Make.com Automation Training

Training credential for Make.com scenarios, routers, and operational automations.

Credential

n8n AI Automation Training

Training credential for n8n workflow automation and AI-assisted systems.

Credential

GoHighLevel CRM Training

Training credential for CRM setup, lead management, and client follow-up systems.

Credential

Prompt Engineering

Training credential for prompt design, AI instructions, and structured outputs.

Process

How I think through automation

Every workflow is treated like a small operating system: trigger, data, decision, action, tracking, recovery, and handoff.

Diagnose the operation

Identify the trigger, owner, data source, follow-up timing, failure points, and business outcome before touching the tools.

Output

Clear system map

Design the workflow

Create the CRM pipeline, app integrations, AI prompts, webhooks, branches, records, and recovery paths that keep work moving.

Output

Working operating flow

Stabilize and hand off

Check edge cases, data formatting, duplicate prevention, notifications, and documentation so the workflow can be reused.

Output

Client-ready system

Tools

Technology stack

A practical stack for CRM workflows, app integrations, AI-assisted operations, and deploy-ready website builds.

GoHighLeveln8nZapierMake.comOpenAIChatGPTGrokOpenRouterLLM ToolsCodexClaude CodeAnthropicLovableNext.jsTypeScriptTailwind CSSVercelGoogle SheetsAirtableSlackAPIsWebhooksDockerGitHub

Philosophy

I build automation like an engineer, not a tool collector.

I am a Licensed Mechanical Engineer who moved into AI automation, CRM systems, and workflow design because the same principle kept appearing: every business has hidden systems carrying too much manual load. My work is to find those load points, simplify the process, and build automations that are practical enough for real teams to use.

Contact

Have a messy process that needs a clearer system?

Send a short note about the workflow, CRM, or automation problem you are trying to clean up. I will respond with the best next step.

Email for inquiries

hello@jansandiego.com

Best for job opportunities, project scopes, collaboration details, and formal remote work inquiries.

Quick message

Best for quick introductions, follow-ups, and direct conversation about automation support.

LinkedIn GitHub

Best fit: AI automation, CRM setup, workflow automation, and technical VA support for remote teams.