Portfolio

Systems I've Built

High-performance CRM systems, multi-tenant SaaS, AI voice agents, and funnels — built for businesses worldwide. Filter by category to explore.

Flagship Case Studies

SAAS

TaxIntake Pro

Multi-tenant client intake system for tax firms, built on GoHighLevel.

Results

14+ firms · 1,000+ intakes/season

SAAS

Due Diligence Pro

IRS Due Diligence Wizard for tax preparers, powered by guided checklist logic and GHL.

Results

Audit-ready compliance

SAAS

CreditScore Pro

Credit repair intake & lead qualification tool for credit repair businesses.

Results

Faster lead-to-client handoff

SAAS

Tax Refund Estimator

White-label, multi-tenant tax refund calculator with built-in lead capture.

Results

14+ Clients · 1,000+ Leads

TAXCRM

McNeal Tax & Associates

3-year ongoing partnership covering website, funnels, and the full TaxAutomationSuite stack.

Results

3+ year partnership

TAXCRM

A-List Tax Services

Complete GHL build — website, CRM, funnels, and automation from the ground up.

Results

Full digital operations launched

TAXFUNNEL

Swift Express Tax & Consulting

Automated client onboarding, review management, and referral program in GHL.

Results

Onboarding on autopilot

CRM

Dixon Wealth Organization

End-to-end CRM in GHL, from client onboarding to dispute resolution with DisputeFox integration.

Results

100% automated onboarding · 24/7

CRMAGENCY

Karvonix.io — GHL Agency Infrastructure

Co-built agency-grade GHL infrastructure powering 40+ client sub-accounts for credit repair businesses.

Results

40+ active sub-accounts

CRMLAUNCH

The Connected Church

Funnel, website, and automation built for launch, plus the founder's personal brand sub-account.

Results

Dual-brand launch

CRM

PSG Wrap & Tint CRM

Business automation for an auto detailing shop including booking and automated follow-ups.

Results

Business on autopilot

AI VOICE

TTx Academy — Multi-Agent Voice AI System

A 4-agent Voice AI system (Daisy, Aria, Nova, Hazel) with full GHL call-transfer routing.

Results

4 Voice AI agents

FUNNEL

My Event Advisor

1.5-year ongoing partnership building sales funnels and marketing automation for an events business and its subsidiaries.

Results

1.5+ year partnership

CRMFUNNEL

Consult Nadia

Full GHL CRM with 4 funnels and automation for a business consultant serving restaurants and cafés.

Results

4 service funnels

FUNNEL

Del Lewis — Business Coach Funnel Suite

Long-term funnel building across GoHighLevel and ClickFunnels Classic.

Results

Multi-platform funnels

FUNNELE-COM

Biobare — Skincare Sales Funnel

Custom-coded ClickFunnels sales funnel for a skincare brand.

Results

Custom-coded funnel

FUNNEL

TLSA — Funnel Launch & Automation

Funnel build and automation setup on ClickFunnels for a UK-based brand.

Results

Successful launch

More Projects

TAXFUNNEL

Alpha Pro Tax Prep

GHL website, funnel, and automation build for a tax preparation firm.

TAX

Dixon Tax Services

Tax preparation automation build on GoHighLevel.

FUNNEL

Numerology Blueprint

Funnel build for a numerology / spiritual guidance brand.

CRMCOACHING

D.K Burn

Full GHL CRM, funnels & automation for a peace and anxiety coaching practice.

CRME-COM

Coversle

Full GHL CRM and e-commerce funnel for a DTC personal care brand.

FUNNELIT

Betech Secure

Website/funnel and automation setup for an IT security company.

CRMFUNNELEDUCATION

Benjamin American Academy

Marketing funnel & automation for a bilingual (Spanish/English) language school.

FUNNELEDUCATION

Machinery Masterclass Institute

Funnel & automation for a technical training institute.

SAASAI

Shuddikoron

AI-powered tool for Bengali journalists: fixes spelling, summarizes articles, and converts them to English.

SAASCREDIT REPAIR

RoundTrackPro

GHL-native practice management tool for credit repair businesses.

SAASTAX

Quarterly Refund Estimator

Calculates quarterly tax refunds and turns every estimate into a captured lead.

AI VOICE

PSG Wrap & Tint — Voice AI Agents

Voice AI agents built in GoHighLevel for a wrap & tint shop, running alongside its full CRM.

AI VOICE

Jetlag Recovery — Voice AI Agents

Voice AI agents built in GoHighLevel for Jetlag Recovery.

AI VOICE

Dixon Wealth & Organization — Voice AI Agents

Voice AI agents built in GoHighLevel, working alongside Dixon Wealth’s end-to-end CRM.

CRM

TTx Academy — Full GHL CRM

Full GoHighLevel CRM build behind TTx Academy’s multi-agent Voice AI system.

TAXCRM

AMW Tax & Wealth

Full GoHighLevel CRM for a tax and wealth services firm.

FINANCECRM

Bossup Financial Services

Full GoHighLevel CRM for a financial services company.

FINANCECRM

Evergreen Financial Services

Full GoHighLevel CRM for a financial services company.

TAXCRM

47 Tax Services

Full GoHighLevel CRM for a tax services firm.

FUNNELSOCIAL

Zipplign

Sales funnel and automation for Zipplign, a short-form video social platform connecting creators, communities and brands.

CRMINTEGRATION

Oomlo

Full GoHighLevel CRM and automation, with GHL connected to the client’s WordPress site and Instantly.

AGENCYCONTRACT

Growminion

Part-time contract as the agency’s GoHighLevel & automation expert.

FUNNEL

TGP CRM

Funnel and automation build in GoHighLevel.

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