Operational systems & implementation
Prepared for Fast Flip Formula
I bring systems, technology, automation and day-to-day operational execution together, so the business runs with greater clarity and continuity.
That means the CRM behind the leads, the workflows behind the follow-up, the setup behind a course or a launch, and the documentation that keeps it all maintainable. I work alongside the specialists already on the team and connect what they produce into systems that run.
GoHighLevel is where much of that work happens. It is a capability, not the whole picture.
Illustrative automation sequence
Sample contact record
An illustration of the process. It is not a live connection to a GoHighLevel account.
What I watch for
These are patterns I look for in any growing business, not observations about a particular account. Each one is a place where good work loses momentum between tools, and each one is addressable.
Campaign assets, CRM records, course platforms, forms and task lists each sit in their own tool, and the connections between them live in people's heads.
One person who understands how the platforms connect, keeps the links between them working, and knows what breaks when one of them changes.
Registration pages, forms, tags, reminder sequences, access rules and confirmations all have to exist and fire in the right order before anything goes out.
The technical execution behind the launch, built to a checklist, tested along the important paths, and tracked so nothing is discovered at the last minute.
When a setup is done once and never written down, the next person to touch it has to reverse-engineer what was intended.
SOPs, process maps and handover notes written in plain language, so the same result can be repeated by whoever runs it next.
A workflow that stopped firing, a tag that is no longer applied, an access problem: each is minor until it quietly affects a campaign.
Routine checks on workflows, data and campaigns, with issues investigated and either resolved or escalated with the detail needed to decide.
Manual steps get absorbed into the routine, and nobody has time to step back and ask which of them a system could handle.
Repetitive steps identified, documented and, where it is sensible and approved, automated so people spend their time on the work that needs them.
Most platforms do their own job well. What tends to be missing is someone who holds the connections between them: who knows what feeds what, what has to be ready before a launch, and what to check when something stops behaving.
Core services
These are capabilities I can implement, not a claim that every item is already built or deployed in any particular account. What gets built, and in what order, depends on priorities, access and what already exists.
The structure underneath the customer journey, and the workflows that move people through it.
The operational and technical execution that turns a planned campaign into one that actually runs.
The connective work between teams and platforms, so implementation does not stall between people.
Checking that what was built is still doing its job, and writing down what could be better.
Where I fit. I work alongside the marketing strategist, copywriter, designer and coaching team rather than in place of them. My role is to turn their strategy and assets into a functioning, coordinated system, and to keep that system working afterwards.
On what needs approval. Some improvements I can implement directly. Others need account access, a decision from you, or coordination with another team member. I flag which is which rather than assume.
Selected work · built by Ree
Projects may include client work, practice implementations, and concept builds. Every build here is labelled as a concept or a practice build, according to its actual scope. Concept sites have no live URL; each one plays as a full walkthrough recording.
Featured builds
From landing page to next step: how an offer, a lead-capture mechanism, and the next customer action fit together. Only live functionality and integrations that I can demonstrate are claimed.
Automation demonstrations
These are workflow demonstrations, not claims of measured revenue growth. They show how I think through automation. Each demo is interactive and shown at full width so you can follow every step.
CRM case study: high-ticket consulting program
A system architecture showcase. Each description covers only what is visible in the build screenshots. Client details are not shown, and no performance metrics are claimed. Click any canvas to open it at a readable size.
The CRM architecture behind all six workflows
The "001 | Lead Qualification" category holds eight tags: new lead, appointment booked, nurture active, showed, no-show, cancelled, rescheduled, customer.
A "High-Ticket Sales Fields" folder with six fields: Service Interest, Payment Range, Purchase Timeline, Lead Temperature, Lead Source Detail, Primary Challenge.
How I work
The offer, the audience, the existing tools, and the process you want to improve.
Entry points, pipeline movement, conditions, messages, handoffs, and exit criteria.
CRM components, pages, and workflows within the agreed scope, each with a clear role.
Conditions, timing, contact updates, and alternative paths, depending on scope and access.
What was built, how the main parts work, what to watch, and what could be refined next.
The technology behind the work
These are the platforms I work in and keep learning. Listing a tool here is not a claim of expert-level proficiency in it, and it does not mean the tool is part of any one business's setup. I add to this when something earns its place.
Claude
ChatGPT
Perplexity
NotebookLM
Claude Code
Lovable
Zapier
Make
Canva
Google Workspace
Microsoft 365
Asana
SlackAbout Doreen
I'm Doreen, the person behind DAP Horizon, and Ree to the people I build with. I've spent two years inside GoHighLevel, long enough to know where workflows quietly break and how to make the next one clearer. Coffee is my best friend, and it's usually next to me when a pipeline finally clicks into place.
My work sits where GoHighLevel implementation, customer journey design, and business operations meet. Supporting online business operations gave me practical experience with CRM administration, email and SMS campaigns, pipeline management, course and membership operations, and client support.
Fueled by coffeeCredential
I hold the HLA Automation Builder certificate, awarded for successfully building a full CRM in HighLevel, recognized and validated by HL Accelerator, and I keep building through practical projects.
Automation shouldn't exist for its own sake. It should serve a defined purpose, fit the business process, and be understandable to the people who use it.
Ongoing partnership
Consistent support for the systems, campaigns and operational processes that keep the business moving. From implementation and troubleshooting to ongoing optimisation, documentation and coordination, I provide continuity across the work that connects the team and the technology.
Someone who already knows how the platforms are wired together, so context does not have to be re-explained each time.
Workflows, pipelines, tags and integrations checked and kept working as the business and its offers change.
The technical build behind each one: pages, forms, sequences, access rules, tags and the testing before it goes out.
Issues investigated and either resolved or escalated with enough detail for someone else to decide quickly.
SOPs, process maps and handover notes kept current, so the setup stays understandable to the team.
A running list of what could be better, ordered by what would actually help, rather than changes for their own sake.
Technical requirements carried between marketing, sales, coaching and admin so work does not stall between people.
Alongside, not instead of. This is not a replacement for the marketing team, the designer or any other specialist. It is one person who understands the operational connections between their work and keeps those connections running.
Still to discuss. Scope, hours, priorities and terms are better agreed in conversation than assumed on a website, so nothing is set out here.