Operations & CRM Support Specialist | GoHighLevel Expert

Most Businesses Are Stuck Doing the Same Manual Work Every Day

Sound familiar? Manually updating your CRM, tagging leads, copying follow-up messages, fixing broken workflows, chasing missed opportunities, and spending hours on administrative work that should take minutes.
You don't need to work longer hours—you need better systems. I help service businesses and agencies keep their backend operations running smoothly through organized CRM management, workflow automation, and reliable operational support. From maintaining GoHighLevel and improving follow-up processes to handling the day-to-day backend work, I help create systems that stay organized, reliable, and built to support long-term growth. So you can spend less time managing your business—and more time growing it.
Jeberly Milan - Operations & CRM Support Specialist

What Sets Me Apart

📊

I Manage as the Primary Operator

14 months managing GoHighLevel CRM as the main point of responsibility—handling contact uploads, data maintenance, workflow configuration, and system reliability. I don't just support systems; I own them.

I Build Systems That Run Reliably

Workflow automation that improves follow-up consistency, CRM configuration that keeps data organized, integrations that work seamlessly—systems built to operate without constant oversight.

🎯

I Think Operations-First

Every decision starts with the backend: how data flows, how follow-up happens, how systems stay organized. I solve the operational problems that drain time and create bottlenecks.

🤝

I Commit to Long-Term Partnerships

Monthly retainer relationships, not project hopping. I learn your business, maintain your systems consistently, and grow with you over time.

🔧

I Maintain and Troubleshoot Proactively

Hands-on experience managing broken workflows, maintaining integrations, and keeping systems running smoothly. I catch issues early and maintain reliability so your business isn't disrupted.

Who I Am

I'm Jeberly, a GoHighLevel CRM and operations specialist based in the Philippines, working remotely with U.S.-based service businesses and agencies.

I have 14 months of hands-on experience as the primary operator of a live GoHighLevel CRM environment, managing backend systems that keep operations running reliably without constant oversight. My work focuses on organizing data, automating follow-up processes, maintaining integrations, and handling the operational work that drains time from your team.

I specialize in building systems that work—not just once, but consistently. This means structured CRM management, workflow automation that scales, local visibility maintenance, and the day-to-day operational support that allows your business to grow without being buried in administrative work.

How I work: I partner with service businesses and agencies on ongoing monthly retainers, providing reliable support for your backend operations, CRM management, and systems maintenance. My goal is to become a trusted part of your team—maintaining your systems, organizing your operations, and giving you back the time to focus on growing your business.

Services

GoHighLevel CRM, local visibility, and backend operations support for service businesses and agencies.

⚙️

GoHighLevel CRM & Automation

  • CRM management, contact database organization, data uploads, and pipeline structure
  • Automation workflow setup, redesign, and troubleshooting
  • Multi-step email and SMS nurture sequences with conditional logic
  • Form and survey creation with integrated CRM lead routing
  • App integrations, custom values, and CRM settings configuration
  • A2P 10DLC SMS registration and compliance support
  • GoHighLevel website builds and page updates
  • Manual invoicing through GoHighLevel's invoicing system
📍

Local Visibility & Digital Presence

  • Google Business Profile management and review responses
  • Local Services Ads monitoring and call quality review
  • Google Analytics tracking and traffic reporting
  • Lead capture page setup and form integration
  • Local SEO support and business listing accuracy
📋

Admin & Communications

  • Google Workspace management (Sheets, Docs, Drive organization)
  • Inbox coordination, email labeling, and communication systems
  • Research, documentation, and SOP creation
  • Data entry, file organization, and accuracy maintenance
🎨

Social Media & Content (AI-Assisted)

  • Monthly social content development including research and ideation
  • Caption writing and hook development for engagement
  • Canva graphic design for social posts and marketing materials
  • Social media scheduling and platform posting
  • Content calendar planning using Notion
  • AI-assisted content strategy using ChatGPT and Claude

Work I've Done

Real client work—not theory

Client: US-Based Painting Services Company (14-Month Engagement)

GoHighLevel CRM Management & Automation

Click to watch automation workflow walkthrough
▶ Click to watch: Single-touch to multi-step nurture sequence walkthrough

The Challenge

Full ownership of backend operations for a growing service business — managing the complete GoHighLevel CRM environment as the primary operator, handling daily operations, automation workflows, and backend processes that kept their lead pipeline organized and reliable.

What I Managed & Delivered

  • CRM Operations: Managed contact database, pipeline structure, and tagging systems; handled manual invoicing and maintained data accuracy throughout the engagement
  • Workflow Automation: Redesigned single-touchpoint sequences into multi-step email and SMS nurture campaigns; configured triggers, delays, and conditional logic for improved follow-up consistency
  • Forms & Integration: Built custom intake forms and surveys; integrated website forms with CRM workflows for automated lead routing
  • App Integrations: Configured app integrations, custom values, and CRM settings to maintain workflow accuracy and system connectivity
  • A2P Compliance: Assisted with A2P 10DLC SMS registration and compliance verification
  • Local Visibility: Maintained Google Business Profile, monitored Local Services Ads call activity, and tracked traffic via Google Analytics
  • Website Management: Updated website content and pages within GoHighLevel website builder to keep service information current
  • Content & Social Media: Developed monthly social content strategy, designed Canva graphics, and managed content calendars in Notion
  • Operations Support: Maintained organized inbox systems, managed Google Drive file organization, and conducted client research
14 Months as primary operator
Complete CRM & operations ownership
Multi-channel CRM, automation, website, visibility
Strategic Capability: System Optimization & Workflow Design

CRM Audit & Optimization Proposal

Click to watch CRM optimization walkthrough
▶ Click to watch: How I diagnose CRM chaos and design automated solutions

The Diagnostic Process

After 14 months managing the CRM, I identified critical operational inefficiencies: manual bottlenecks blocking lead flow, disconnected lead sources, pipeline chaos (7 separate pipelines with massive overlap), and inconsistent follow-up tracking.

The Optimization I Designed

I created a comprehensive plan to automate their entire lead qualification and follow-up process:

  • Location qualification at entry: System asks for property location before sending booking link (in-area → immediate booking / out-of-area → professional referral)
  • Multi-touch sequences: 7-day nurture with 4+ touchpoints if no booking (Day 2, Day 4, Day 7 check-ins)
  • Pipeline consolidation: 7 chaotic pipelines → 3 clean flows (Lead Funnel, Estimates & Quotes, Jobs)
  • Stage-triggered automation: Every pipeline stage change triggers automated follow-up
Status: This optimization was designed and presented to the client after my 14-month engagement ended. The proposal was not actioned. The Loom video demonstrates my diagnostic process and strategic thinking—how I audit existing systems, identify bottlenecks, and architect scalable solutions.
Project: Lawn Maintenance & Landscaping Website

CRM Website Implementation Specialist

Click to watch CRM website implementation walkthrough
▶ Click to watch: Website build execution with Google/Yelp reviews and custom map integration

The Challenge

Execute a complete, client-ready multi-page website build within an established SOP and template framework—delivering precision, consistency, and CRM-integrated lead capture across 10+ pages.

What I Executed

  • Framework Execution: Built 10+ pages following client's structured SOP, ensuring consistent layout sequencing, section formatting, and content placement across the entire site
  • Design Consistency: Implemented predefined design sections and layout templates across all pages to maintain visual cohesion and brand alignment
  • Review & Map Integration: Integrated Google and Yelp reviews and custom map functionality into website pages, coordinating formatting with backend CRM automations for seamless data display
  • Complete Delivery: Delivered service pages, photo gallery, testimonials, FAQ section, and operational setup ready for client use
How This Works: This website was built by executing within an established SOP and template system provided by my client—not from original design work. I was brought in to handle precision execution and CRM integration. This demonstrates my ability to deliver accurate, finished results within structured frameworks—a key skill for agency and white-label environments.
10+ Pages built & deployed
Precision Execution within SOP framework
CRM-Ready Lead capture integrated & tested

How We Work Together

Monthly Retainer Partnerships

I work with clients on ongoing monthly retainers, not one-time projects. This ensures:

Consistent Support When You Need It

Available for ongoing optimization, troubleshooting, and new builds

Deep Understanding of Your Business

I learn your systems, processes, and goals over time

Proactive Optimization

Not just reactive fixes—I spot opportunities to improve

Long-Term Partnership

Not transactional task work—genuine collaboration

Typical Retainer Clients Include:

  • Marketing agencies managing multiple client accounts
  • Local service businesses (contractors, home services, professional services)
  • Growing teams who need systems + automation + admin support

Pricing Approach

Retainer packages are customized based on your specific needs, team size, and scope of work.

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