Business systems · CRM · practical automation

Turn messy operations
into systems that work.

I help growing teams connect their CRM, workflows and everyday tools—so leads get followed up, tasks move forward, and people know what happens next.

Discuss a project See my work

Philippines based · International projects & part-time engagements

The whole handoff matters

From inquiry
to delivery.

One clear process across the tools your team uses.

01 / CAPTUREBring leads into one place

02 / FOLLOW UPGive every inquiry a next step

03 / CONVERTConnect booking and checkout

04 / DELIVERTrigger the right fulfillment

How I can help

Fix the process.
Then connect the tools.

Start with a real operational problem. Build a system your team can understand, use and maintain.

01 / CRM & CUSTOMER JOURNEY

Keep leads moving.

Set up GoHighLevel around how your business actually sells and serves customers.

Websites, forms and booking calendars
Pipelines, contact fields and segmentation
Follow-up, onboarding and delivery workflows

02 / WORKFLOW AUTOMATION

Make handoffs clear.

Connect repeatable tasks and reduce the copying, chasing and checking between tools.

Workflow mapping and process cleanup
Google Workspace, Sheets and Apps Script
Notifications, task routing and integrations

03 / PRACTICAL AI SUPPORT

Put AI to useful work.

Use AI where it supports a defined task, with human review where judgment matters.

Research, drafting and structured content
Internal guidance and repeatable prompts
AI-assisted workflow design and documentation

Selected work

Business problems.
Working systems.

Examples from my own businesses and practical implementation work. Each system connects the customer experience with the operations behind it.

Featured / digital commerce

PromdiPreneur Digital Product Store

A GoHighLevel storefront for editable cleaning business systems and a Philippine SME payroll application. The complete journey connects product selection, Saligpay checkout, CRM records and product-specific delivery.

View the live store

What the store brings together

Cleaning Operations Manual & Forms Kit
Complete Service Offer Model
Starter Combo with a bonus training guide
Payroll application with company setup

One storefront. Different fulfillment paths for downloadable kits and an application license.

The automated purchase-to-delivery flow

01 / STOREFRONTBrowse → product → cart

Customers compare kits, review the product, and choose the package that fits their business.

02 / PAYMENTSaligpay checkout → verification

Automated payment processing confirms the transaction and connects it to the order.

03 / FULFILLMENTCRM update → product delivery

Contact and order records route the customer into the matching delivery and follow-up workflow.

See how the store is structured

Customer-facing pages: the product catalog introduces the kits and compares what is included. Product detail pages explain the contents, use case and license. Cart and checkout collect the order and customer details, with Saligpay handling automated payment. The confirmation page and email guide the buyer to the next step.

Behind the storefront: GoHighLevel organizes customer and order records. Verified payment triggers the appropriate workflow. Cleaning kit buyers receive the correct digital package; Payroll buyers follow company setup and license provisioning. Product-specific messages keep delivery instructions and follow-up relevant to what was purchased.

My role: store structure, product presentation, checkout journey, CRM routing and fulfillment workflow design—bringing the sales and operational sides into one connected system.

Google Sheets + Apps Script

SME payroll system

A company-based payroll application that organizes computation, payslips and records, with a setup and licensing process built around Philippine SME operations.

GoHighLevel + workflow design

Lead-to-customer architecture

Forms, contact records, pipeline stages and follow-up workflows organized around inquiry, qualification, booking and delivery.

Registration + QR workflow

Conference registration system

A registration and QR check-in workflow designed for an event expecting around 800 participants, with clearer attendee records and on-site handoffs.

Working together

A clear scope.
A system you can keep using.

Understand

Map the current process, bottlenecks and tools. Agree on what the system needs to do.

Build

Set up the core structure and connect the forms, records and workflows.

Test

Walk through real scenarios, check handoffs, and resolve issues before launch.

Hand over

Document how it works and help your team maintain it. Agree on support separately.

Tools I work with

GoHighLevelGoogle WorkspaceGoogle SheetsApps ScriptChatGPTClauden8n

About Allan

Business first.
Automation second.

My background is in operations and business development. I know what it is like to manage customers, staff, records and daily work while trying to keep a business moving.

That experience shapes how I build: start with the business need, make the process clear, and use technology to support it. The goal is a practical system that helps the team do its work.

I work with international businesses on defined implementation projects and part-time engagements, including teams in the US, Canada and Australia.

Connect on LinkedIn

Let's talk about your project

What keeps getting
stuck in your business?

Tell me about your current process and the outcome you need. I’ll review the details and reply about fit, scope and the next step.

Useful starting points: missed follow-ups, messy handoffs, repetitive admin, scattered records, or a CRM that needs structure.

Book a 30-minute intro

Prefer email? [email protected] ↗

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