CRM & workflow automation
Form inquiry → CRM
Contact records, tags, qualification, opportunities, and follow-up routing.
Workflow designCRM routing
JOEY / PROJECT OPERATING SYSTEM
Automations
A collection of websites, CRM systems, automations, funnels, digital experiences, advertising creatives, and creative work I've designed and built.
6 projects
CRM & workflow automation
Appointment journey
Confirmation, timed reminders, appointment status, review requests, and rebooking paths.
Workflow designCRM routing
CRM & workflow automation
ManyChat conversations
Conversation journeys with connected message steps and branching paths.
Conversation flows
CRM & workflow automation
Rental operations workflows
Rental-stage workflows, reminders, completion steps, and utility handling.
Workflow designCRM routing
CRM & workflow automation
Lead qualification & AI handoff
Reply logic, lead qualification, conversation bot status, and handoff handling.
Workflow designCRM routing
CRM & workflow automation
Drip campaign workflow
A campaign sequence using tags, waits, conditional branches, and opportunity updates.
Workflow designCRM routing