Automation That Converts

Automation That Converts

I Build Smart, Scalable CRM

& Automation Systems That

Convert Leads Into Sales - 24/7

Automated CRM and sales systems designed to turn every lead into revenue - on autopilot.

Automation That Converts

REAL AUTOMATION SYSTEMS BUILT TO SCALE YOUR BUSINESS — 24/7

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GHL Workflow and Automation

Workflow for a Service-based Businesses

This workflow helps the service-based business capture every lead, automate follow-ups, reduce missed opportunities, improve appointment show rates, increase closed deals, and generate more reviews and referrals. It streamlines operations, saves time, and ensures a consistent customer experience from first contact to project completion.

SaaS Subscription

Workflow

Automates the entire subscription process, from customer signup and payment to account creation and onboarding. It can automatically create sub-accounts, send welcome emails, grant access to communities or courses, and trigger onboarding workflows. This streamlines the entire client journey.

GA4 and GTM Integration

Set up Google Analytics 4 and Google Tag Manager in funnels to track visitor behavior, form submissions, purchases, and conversion events. Implement custom event tracking and conversion monitoring to capture valuable user interactions throughout the customer journey. This provides accurate data for performance analysis, campaign optimization, and data - driven marketing decisions.

Importance of Adding GA4

Google Analytics 4 (GA4) helps the business track website visitors, form submissions, phone call conversions, and marketing performance. It provides valuable insights into customer behavior, allowing the business to make data-driven decisions, optimize advertising campaigns, and improve lead generation and ROI.

Conditional Follow-up Based on the Lead Source

Automatically send the right message to the right lead, based on where they came from - no manual sorting needed.

  • Speak directly to each lead

  • Boost response rates

  • Save time

  • Stay consistent

Save Time, Close More Deals, and Deliver a Seamless Client Experience

This system saves time by automating repetitive tasks like follow-ups, reminders, and status updates. It improves conversion rates by ensuring every lead is consistently nurtured and guided through the process. Most importantly, it creates a smooth and professional client experience that builds trust and increases long-term client retention.

Snapshot Creation/Deployment

A Snapshot is a pre-built GoHighLevel system that can be reused for multiple accounts. It enables faster deployment and consistent client setups.

Purchase Workflow

A streamlined purchase workflow that instantly processes payments, applies plan - based tags, grants access, and triggers onboarding — fully automated.

Pay in Full Purchase

Processes full payment instantly, then automatically tags the client, grants access, and triggers onboarding.

Payment Plan Purchase

Automates installment-based purchases by setting up subscription tracking, applying tags, granting access, and managing ongoing payments.

Subscription

Manages the full subscription lifecycle — activations, renewals, upgrades, downgrades, and failed payments — fully automated.

Order Bump

Adds a one-click upsell during checkout, automatically updating purchase value, tagging, and access based on the selected add - on.

VIP Upgrade Challenge

Converts free users into VIP clients by automating upgrade prompts, access changes, and onboarding upon purchase.

Free Challenge Registrants

Automates registration, tagging, reminders, and engagement for free participants to ensure maximum attendance and conversion.

Apollo - Zapier - GHL Integration

Connect Apollo to GoHighLevel using Zapier and webhooks to automatically transfer leads and contact data. This streamlines lead management, reduces manual data entry, and ensures contacts are routed into the correct workflows and pipelines.

Pipeline Automation

Pipeline automation uses tools like Go High Level to manage leads, follow-ups, and workflows automatically — saving time and keeping your sales process consistent.

  • Save time on repetitive tasks

  • Capture every opportunity

  • Stay consistent and in control

  • Make smarter decisions, faster

  • Scale with ease

Automation using n8n

FB Page AI Agent

(n8n)

It’s an AI-powered Facebook agent that automatically responds to client inquiries in real time, providing instant, accurate replies without manual intervention.

AI Jobs Scraper + Resume Optimizer (n8n)

Built an n8n automation that scrapes relevant jobs, analyzes descriptions with AI, compares them to a candidate’s resume, generates optimized suggestions, and delivers everything via Slack — creating an automated job application assistant.

Automation using Zapier

AI-Powered Content Repurposing Automation (Zapier)

An end-to-end automation that turns uploaded audio or video into transcripts, blog posts, and social media content, applies smart filters, and logs everything in a tracking sheet — streamlining content production with minimal manual work.

Automation for Asana CRM Workflow Optimization (Zapier)

Designed and implemented five Zapier automations in Asana CRM to streamline lead management, automate follow-ups, trigger document creation, and improve post-sale communication — reducing manual work while maintaining consistent engagement across the pipeline.

Automation using make

Xero Transaction Report Export to Asana (Make)

Built a Make automation that detects when a task is completed in Asana, retrieves transaction-level data from Xero, formats it into a structured CSV file, and automatically uploads it to the task - eliminating manual report downloads and uploads.

AI-Powered Gmail Attachment Sorting & Drive Organization (Make)

An end-to-end automation that turns uploaded audio or video into transcripts, blog posts, and social media content, applies smart filters, and logs everything in a tracking sheet — streamlining content production with minimal manual work.

GHL Workflow and Automation

Workflow for Service-based Businesses

This workflow captures every lead, automates follow-ups, increases appointments and sales, and generates more reviews and referrals while saving time and improving customer experience.

SaaS Subscription Workflow

Automates your entire client journey — from signup to onboarding, access, and ongoing management — so your SaaS runs smoothly without manual work.

Save Time, Close More Deals, and Deliver a Seamless Client Experience

This system automates follow-ups, reminders, and updates so you save time and stay organized. It also helps you convert more leads while creating a smooth client experience that builds trust and retention.

GA4 and GTM Integration

Set up Google Analytics 4 and Google Tag Manager to track visitor activity, form submissions, purchases, and conversions. Gain accurate insights to optimize campaigns and improve marketing performance.

Importance of Adding GA4

GA4 tracks website visitors, leads, calls, and marketing performance, helping improve campaigns, lead generation, and ROI.

Snapshot Creation / Deployment

A Snapshot is a pre-built GoHighLevel system that can be reused for multiple accounts. It enables faster deployment and consistent client setups.

Purchase Workflow

A streamlined purchase workflow that instantly processes payments, applies plan - based tags, grants access, and triggers onboarding — fully automated.

Pay in Full Purchase

Processes full payment instantly, then automatically tags the client, grants access, and triggers onboarding.

Payment Plan Purchase

Automates installment-based purchases by setting up subscription tracking, applying tags, granting access, and managing ongoing payments.

Subscription

Manages the full subscription lifecycle — activations, renewals, upgrades, downgrades, and failed payments — fully automated.

Order Bump

Adds a one-click upsell during checkout, automatically updating purchase value, tagging, and access based on the selected add - on.

VIP Upgrade Challenge

Converts free users into VIP clients by automating upgrade prompts, access changes, and onboarding upon purchase.

Free Challenge Registrants

Automates registration, tagging, reminders, and engagement for free participants to ensure maximum attendance and conversion.

Conditional Follow-up

Based on the Lead Source

Automatically send the right message to the right lead, based on where they came from—no manual sorting needed.

  • Speak directly to each lead

  • Boost response rates

  • Save time

  • Stay consistent

Apollo - Zapier - GHL Integration

Connect Apollo to GoHighLevel using Zapier and webhooks to transfer leads and contact data automatically. This streamlines lead management, reduces manual data entry, and ensures contacts are routed into the correct workflows and pipelines.

Pipeline Automation

Pipeline automation uses tools like Go High Level to manage leads, follow-ups, and workflows automatically — saving time and keeping your sales process consistent.

Why Appointment & No-Show Automation Matters for Your Business

  • Fewer no-shows, more bookings – Automated reminders keep your clients showing up, so your calendar stays full and productive.

  • No more manual follow-ups – Missed an appointment? The system follows up automatically so you don’t have to.

  • Save time and reduce stress – Let automation handle confirmations, reschedules, and reminders—so you can focus on serving your clients.

  • Look more professional – Consistent communication shows clients you’re organized and on top of things.

  • Maximize your revenue – Every missed appointment is lost income—automation helps you recover those opportunities with ease.

Why it is a Game-Changer for Your Business

  • Save time on repetitive tasks - Let automation handle follow-ups and lead tracking so you can focus on running your business.

  • Capture every opportunity -
    No more missed leads—every inquiry gets a timely, automated response.

  • Stay consistent and in control - Your process runs smoothly every time, giving you peace of mind and clear visibility.

  • Make smarter decisions, faster - See exactly where leads are and what’s working, all in real time.

  • Scale with ease – Handle more leads and clients without working more hours or growing your team.

Automation

using n8n

FB Page AI Agent

It’s an AI-powered Facebook agent that automatically responds to client inquiries in real time, providing instant, accurate replies without manual intervention.

AI Jobs Scraper + Resume Optimizer

Built an n8n automation that finds jobs, analyzes them with AI, compares them to a resume, and sends optimized suggestions via Slack.

Why Appointment & No-Show Automation Matters for Your Business

  • Fewer no-shows, more bookings – Automated reminders keep your clients showing up, so your calendar stays full and productive.

  • No more manual follow-ups – Missed an appointment? The system follows up automatically so you don’t have to.

  • Save time and reduce stress – Let automation handle confirmations, reschedules, and reminders—so you can focus on serving your clients.

  • Look more professional – Consistent communication shows clients you’re organized and on top of things.

  • Maximize your revenue – Every missed appointment is lost income—automation helps you recover those opportunities with ease.

Why it is a Game-Changer for Your Business

  • Save time on repetitive tasks - Let automation handle follow-ups and lead tracking so you can focus on running your business.

  • Capture every opportunity -
    No more missed leads—every inquiry gets a timely, automated response.

  • Stay consistent and in control - Your process runs smoothly every time, giving you peace of mind and clear visibility.

  • Make smarter decisions, faster - See exactly where leads are and what’s working, all in real time.

  • Scale with ease – Handle more leads and clients without working more hours or growing your team.

Automation

using zapier

AI-Powered Content Repurposing Automation

Automation that converts audio or video into transcripts, blogs, and social posts with automatic tracking.

Automation for Asana CRM Workflow Optimization

Built five Zapier automations in Asana CRM to streamline lead management, automate follow-ups, trigger documents, and improve post-sale communication.

Why Appointment & No-Show Automation Matters for Your Business

  • Fewer no-shows, more bookings – Automated reminders keep your clients showing up, so your calendar stays full and productive.

  • No more manual follow-ups – Missed an appointment? The system follows up automatically so you don’t have to.

  • Save time and reduce stress – Let automation handle confirmations, reschedules, and reminders—so you can focus on serving your clients.

  • Look more professional – Consistent communication shows clients you’re organized and on top of things.

  • Maximize your revenue – Every missed appointment is lost income—automation helps you recover those opportunities with ease.

Why it is a Game-Changer for Your Business

  • Save time on repetitive tasks - Let automation handle follow-ups and lead tracking so you can focus on running your business.

  • Capture every opportunity -
    No more missed leads—every inquiry gets a timely, automated response.

  • Stay consistent and in control - Your process runs smoothly every time, giving you peace of mind and clear visibility.

  • Make smarter decisions, faster - See exactly where leads are and what’s working, all in real time.

  • Scale with ease – Handle more leads and clients without working more hours or growing your team.

Automation

using make

Xero Transaction Report Export to Asana

Automated Asana task completion to pull Xero transaction data, generate a CSV report, and auto-upload it to the task.

AI-Powered Gmail Attachment Sorting & Drive Organization

Built an end-to-end automation that converts uploaded audio or video into transcripts, blog posts, and social media content, while logging outputs in a tracking sheet.

Why Appointment & No-Show Automation Matters for Your Business

  • Fewer no-shows, more bookings – Automated reminders keep your clients showing up, so your calendar stays full and productive.

  • No more manual follow-ups – Missed an appointment? The system follows up automatically so you don’t have to.

  • Save time and reduce stress – Let automation handle confirmations, reschedules, and reminders—so you can focus on serving your clients.

  • Look more professional – Consistent communication shows clients you’re organized and on top of things.

  • Maximize your revenue – Every missed appointment is lost income—automation helps you recover those opportunities with ease.

Why it is a Game-Changer for Your Business

  • Save time on repetitive tasks - Let automation handle follow-ups and lead tracking so you can focus on running your business.

  • Capture every opportunity -
    No more missed leads—every inquiry gets a timely, automated response.

  • Stay consistent and in control - Your process runs smoothly every time, giving you peace of mind and clear visibility.

  • Make smarter decisions, faster - See exactly where leads are and what’s working, all in real time.

  • Scale with ease – Handle more leads and clients without working more hours or growing your team.

Ready to scale your business with a High Level system that works?

Scale your business with a High-Level system that streamlines, captures, and converts on autopilot.

Copyrights 2025 | Marilou Solutions 

Ready to scale your business with a High Level system that works?

Scale your business with a High Level system that streamlines, captures, and converts — on autopilot.

Copyrights 2025

Marilou Solutions