FNP / SYSTEMS SPECIALIST
INDEPENDENT SPECIALIST / PHBUILT TO CONNECT +

CRM · GOHIGHLEVEL · AUTOMATION

THE SYSTEMBEHINDTHE SALE.

[LESS FRICTION.
MORE FORWARD.
]

I HELP COACHES AND SERVICE BRANDS CAPTURE, NURTURE, AND CONVERT LEADS INTO BOOKED CALLS ON AUTOPILOT.

GOHIGHLEVEL AT THE CORE. SYSTEMS IN SYNC.SCROLL TO EXPLORE
EXPLORE THE SYSTEM

01 / THE DISCONNECT

GOOD LEADSSHOULDN’T GET LOST.

A business can generate leads
and still lose opportunities.

Missed follow-ups. Disconnected systems. Manual data entry. Unorganized pipelines. Slow responses. Tasks that should have been automated.

I help turn those gaps into connected systems.

FRAGMENTED → CONNECTED
01
CAPTURE
02
CRM
03
FOLLOW-UP
04
BOOKING
ONE PROCESS. NOTHING LEFT BETWEEN.

02 / CONNECTED BY DESIGN

THE SYSTEMIN MOTION.

A LEAD SHOULD NEVER HAVE TO WAIT
FOR SOMEONE TO REMEMBER
WHAT TO DO NEXT.

Lead to closed deal

□ AUTOMATION ■ LEAD PATH

SYSTEM LIVE / DEMO
HOVER, TAP, OR TAB TO INSPECT
STAGE 01

New lead

A new lead enters the system.

Trigger
Form submission or incoming enquiry
Action
Create the contact and record the source
System
GoHighLevel forms + connected sources
Next step
Lead qualification

03 / THE CAPABILITIES

WHAT IBUILD.

Practical systems for the work
that happens behind the scenes.

01

GoHighLevel CRM Management

Organize contacts, pipelines, workflows, calendars, forms, tags, custom fields, and backend processes.

02

Workflow Automation

Build workflows for follow-ups, reminders, lead movement, notifications, routing, and repetitive processes.

03

Lead Management

Create organized systems for capturing, tracking, nurturing, and managing leads.

04

GoHighLevel System Optimization

Review existing GHL setups, troubleshoot connections, identify process issues, and improve the system.

05

AI-Assisted Automation

Use AI to assist with repetitive tasks, information processing, routing, and operational workflows.

06

Backend Process Optimization

Identify manual bottlenecks and improve how information moves through the business.

04 / WORK GALLERY

SYSTEMSIN ACTION.

Explore the work.
Select a card for a closer look.

05 / THE FRAMEWORK

I DON’T AUTOMATE
FOR THE SAKE
OF AUTOMATION.

Understand the process first.
Then build what it actually needs.

01

Audit

Understand the existing process.

02

Map

Identify how information should move.

03

Build

Create or improve the system.

04

Connect

Connect the tools and processes that need to communicate.

05

Test

Test the workflow and edge cases.

06

Optimize

Improve based on actual usage.

06 / THE TOOLKIT

THE TOOLSBEHIND THE SYSTEM.

  1. CRM & Workflow Automation

  2. AI-Assisted Operations

  3. Workspace & Content Tools

  4. Team & Project Operations

07 / THE PERSON

BEHINDTHE SYSTEM.

Portrait of Franz Niño Pansoy

I’m Franz Niño Pansoy,
a CRM GoHighLevel Specialist
and Automation Specialist.

I help businesses improve the systems behind their sales and operations. My work focuses on GoHighLevel CRM management, workflow automation, lead management, process improvement, and AI-assisted operations.

I work primarily inside GoHighLevel while remaining flexible enough to connect external tools and systems when a business requires it.

Make the process easier to manage, more consistent, and less dependent on repetitive manual work.

Explore my hands-on GoHighLevel experience

Forms, calendars, automated SMS/email follow-ups, lead nurture, appointment reminders, client onboarding, missed-call follow-up, tags, custom fields, workflow triggers and conditions, A2P verification, snapshot building, troubleshooting, and pipeline connections.

08 / THE EVIDENCE

DON’T TAKEMY WORD FOR IT.

Hear directly from a client.

CLIENT FEEDBACK / VIDEO TESTIMONIAL

A client’s
perspective.

Watch their experience in their own words.

00:20 · SOUND ON
UNCAHP logo
PREVIOUS ROLE

UNCAHP

Operations Manager

Built workflows, resolved technical issues, and set up systems for newly onboarded clients.

View role details
  • Workflow DevelopmentCreated new workflows to support client processes and daily business operations.
  • Technical TroubleshootingDiagnosed workflow issues and coordinated directly with GoHighLevel Customer Support and Appointwise Support to resolve them.
  • Client OnboardingHandled the technical setup for new clients, configuring the systems and automations needed to get them started.
GoHighLevelAppointwiseWorkflow AutomationClient Onboarding
Allied Health Media logo
PREVIOUS ROLE

Allied Health Media

GoHighLevel Specialist
(Operations Manager)

Built connected GoHighLevel systems, helped clients configure email delivery, and coordinated teams to improve client handoffs.

View role details
  • Funnels & AutomationCreated funnels, forms, and calendars with matching workflows to connect lead capture, booking, and follow-up.
  • Client Email SetupMet with clients to connect and configure email SMTP services to support better email deliverability.
  • Operations & Team CoordinationSupported day-to-day operations and connected teams to improve coordination and the handoff of client work.
GoHighLevelFunnels & FormsCalendars & WorkflowsEmail SMTPTeam Coordination
Sunny Scorpion logo
PREVIOUS ROLE

Sunny Scorpion

Operations Manager

Helped build the startup’s GoHighLevel operations from scratch, connecting lead capture, workflows, booking, and pipeline management.

View role details
  • CRM Foundation & SnapshotCreated the GoHighLevel snapshot and configured pipelines, opportunities, and tags to organize leads and support day-to-day operations.
  • Workflows & CommunicationBuilt workflows and reusable snippets to support consistent communication and follow-up.
  • Lead Capture & BookingSet up forms and calendars, connecting lead intake and appointment scheduling with the wider CRM setup.
  • A2P VerificationHandled A2P verification as part of the startup’s business messaging setup.
GoHighLevelSnapshot BuildingWorkflows & SnippetsPipelines & OpportunitiesA2P Verification

09 / YOUR NEXT CHAPTER

YOUR BUSINESS
ALREADY HAS
THE LEADS.

NOW BUILD
THE SYSTEM.

If your team is spending too much time following up, updating CRMs, moving information, or handling repetitive tasks, there may be a better system.

LET’S TALK

Book a 30-minute call, or get in touch directly.