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Smart Automation

Stop Auditing Your CRM at 9 PM.

You built your business to be free not to spend your nights checking if your agents actually called the leads you paid for. We build the automated follow-up and accountability systems that do the checking for you.

Only 3 spots available this month

🛡 10+ Years Experience 🏠 7 Years Real Estate Marketing ✦ Lead Automation Specialist
Click to watch with sound
0%
↑ Lead Response Rate Lift
$0k
Pipeline Recovered
0x
Faster Follow-Up Speed
0+
Years Experience
The Problem

You’re paying for leads. You’re paying for your team.
So why is money still disappearing?

📱

Leads from Facebook & Google going cold before your team even call

👁

Zero real visibility into who followed up — without micromanaging your team

💰

Spending $2k–$5k/month on lead gen with no system to protect that investment

📅

Your evenings disappear auditing spreadsheets instead of living your life

Great agents who can close — but who treat admin like it’s optional

Every lead not called within 5 minutes = money left on the table.
The Process

How It Works

A simple, automated flow that makes sure every lead gets worked — without you lifting a finger.

1
Lead Comes In
Zillow, FB, Google — instant capture
2
Instant Follow-Up
SMS, Email & Voicemail fired in <60 sec
3
Agent Assignment
Right agent, right lead, tracked
4
Appointment Booked
Qualified meetings on auto-pilot
5
Live Dashboard
Full pipeline visibility. No more guessing.
More responses.
Agents held accountable.
Zero manual auditing.
Proof It Works

Sample Works & Case Studies

Real automation systems built for growing businesses — from lead intake to live reporting.

CASE STUDY · 01
AI Automation
Lead Gen
AI Live Chat System — screen 1 AI Live Chat System — screen 2 AI Live Chat System — screen 3
AI Live Chat Appointment Setter
AI-powered live chat collects lead info, creates a GHL contact, books the appointment on calendar, and auto-assigns the acquisition manager — zero manual steps.
🤖
Fully Automated
Chat → booked appointment
📅
Auto-Assign
Manager assigned instantly
Tools Used
GoHighLevelGHL Calendarn8nGHL AI Chat
CASE STUDY · 02
Funnel Design
Revenue
Sales Funnel
📸Sales Funnel
🔍 View Full Image
High-Converting Sales Funnel
Full funnel built in GHL — landing page, lead capture form, automated follow-up, and calendar booking on conversion. Optimized for paid ads.
🎯
Ad-Ready
Facebook & Google Ads
Auto Follow-Up
Fires on form submission
Tools Used
GoHighLevelFacebook AdsGoogle Ads
CASE STUDY · 03
Multi-Channel
Revenue
Follow-Up Campaign
📸Follow-Up Campaign
🔍 View Full Image
Follow-Up Campaign — SMS + Email + Voicemail
Automated SMS, email, and voicemail drop sequences with AI-personalized content fired the moment a lead comes in.
📱
3 Channels
All automated on schedule
🤖
AI-Personalized
OpenAI writes the messages
Tools Used
GoHighLevelSalesforceZapierOpenAI
CASE STUDY · 04
Lead Intake
Lead Gen
Lead Intake
📸Lead Intake
🔍 View Full Image
GHL Lead Intake from Facebook & Google Ads
Ad form submission triggers instant SMS, email, and voicemail within minutes. Every lead gets contacted automatically — no agent action required.
Instant Response
Within minutes of form fill
📱
3-Channel Touch
SMS + email + voicemail
Tools Used
GoHighLevelFacebook AdsGoogle Ads
CASE STUDY · 05
Reporting
Custom Dashboard
Marketing & Sales Dashboard — view 1 Marketing & Sales Dashboard — view 2
Marketing & Sales Dashboard
Custom reporting dashboard tracking leads by source, follow-up rates, pipeline value, and conversion — all updated in real time.
📊
Full Visibility
Marketing + sales in one view
📈
ROI Tracking
Know what's working
Tools Used
GoHighLevelGoogle Looker StudioGoogle Sheets
CASE STUDY · 06
CRM Integration
Salesforce + GHL
SF+GHL Integration
📸Salesforce + GHL
🔍 View Full Image
Salesforce + GHL Lead Intake System
Two-way sync keeps both platforms updated automatically. Client keeps Salesforce as main CRM but uses GHL for all lead intake and follow-up.
🔗
Bi-Directional
Both platforms stay in sync
No Duplicate Entry
Data flows automatically
Tools Used
SalesforceGoHighLevelZapier
CASE STUDY · 07
Call Routing
IVR · GoHighLevel
IVR Routing
📸IVR Call Routing
🔍 View Full Image
IVR Smart Call Routing
Routes incoming calls to the right team member based on caller input — no receptionist needed, no misrouted calls.
📞
Smart Routing
Right staff, right call
🎯
Zero Misroutes
No manual transfers needed
Tools Used
GoHighLevelTwilio
CASE STUDY · 08
Invoice Tracking
GHL + Sheets
Invoice Tracking
📸Invoice Tracking
🔍 View Full Image
Invoice View Tracking System
Tracks when clients open an invoice in GHL and logs it to a Google Sheet — solving a missing native GHL feature with real-time visibility.
👁
View Tracking
Know when invoices are opened
📊
Auto-Log
Google Sheet updated instantly
Tools Used
GoHighLevelGoogle SheetsZapier
CASE STUDY · 09
Salesforce Workflow
SF + Smrtphone
SF Phone Tracking
📸SF Phone Tracking
🔍 View Full Image
Salesforce Phone & Direct Mail Tracking
Auto-logs calls/SMS to Salesforce with contact name matched to phone number, plus tracks which direct mail batch generated the most inbound traction.
📞
Auto-Log
All calls & SMS tracked in SF
📬
Mail Attribution
Know which batch converts
Tools Used
SalesforceSmrtphoneZapier
CASE STUDY · 10
CRM Automation
GoHighLevel
Auto-Delete Workflow
📸Auto-Delete Workflow
🔍 View Full Image
Auto-Delete Empty Contact Records
Automatically detects and removes GHL contact records with no name or email, keeping the CRM clean without anyone manually doing it.
🗑
Auto-Clean
No more ghost records
Zero Manual
Runs on a set schedule
Tools Used
GoHighLevel
CASE STUDY · 11
AI Tool
Zapier + Sheets + AI
AI Resume Scanner
📸Resume Scanner
🔍 View Full Image
AI Resume Scanner & Recommendation Sheet
AI reads resumes, evaluates candidates against your criteria, and generates a ranked recommendation sheet — ideal for small businesses without an HR team.
🤖
AI-Powered
Scans every resume automatically
Hours Saved
No manual screening needed
Tools Used
ZapierGoogle SheetsOpenAIBreezy ATS
CASE STUDY · 12
Revenue Dashboard
Finance Automation
QuickBooks P&L Auto-Dashboard
📸QB P&L Dashboard
🔍 View Full Image
QuickBooks P&L Auto-Dashboard via Webhook
When a QuickBooks report is emailed to Outlook, Power Automate saves the Excel file, reads Revenue & Expenses, calculates the Expense Ratio, and pushes dashboard-ready JSON to GoHighLevel via webhook — no manual uploads, ever.
📈
Live P&L Visibility
Revenue, Expenses & Ratio on the dashboard
Zero Manual Uploads
Runs automatically on every report email
Tools Used
QuickBooksOutlookPower AutomateGoHighLevel
CASE STUDY · 13
CRM Automation
GHL · Time Log
Daily GHL Time Log Business Name Sync
📸Time Log Sync
🔍 View Full Image
Daily GHL Time Log Business Name Sync
Automatically fills missing Business Name values on GHL Time Log records by pulling from the linked Company record — keeping logs complete, filterable, and reporting-ready.
🔄
Auto-Filled
Business Name synced daily
📊
Reporting-Ready
Cleaner logs for filtering
Tools Used
GoHighLeveln8n
CASE STUDY · 14
Billing Automation
GHL · Invoices
Invoice Paid - Prepaid Package Creator
📸Prepaid Package Creator
🔍 View Full Image
Invoice Paid → Prepaid Package Creator
When an invoice is paid, the workflow extracts prepaid hour details, finds the contact, creates a Prepaid Package custom object in GHL, and links it to the correct Company record automatically.
Auto-Created
Package record on invoice paid
🔗
Linked to Company
Organized under each client
Tools Used
GoHighLeveln8n
CASE STUDY · 15
Finance Automation
GHL · Google Sheets
Monthly Invoice Drafting
📸Monthly Invoice Drafting
🔍 View Full Image
Monthly Invoice Drafting & Approval Workflow
At month-end, the workflow auto-generates a billing approval report in Google Sheets with logged hours, line items, and warnings. Once approved, a draft invoice is created in GHL and the link is written back to the sheet.
📋
Auto-Generated
Approval report each month
📝
Auto-Drafted
Invoice created on approval
Tools Used
GoHighLevelGoogle Sheetsn8n
1–3 of 12

Who This Is For

✅ This Is For You If:
✅ You lead a team of 5–8 agents
✅ You’re spending $2k+ on paid lead gen monthly
✅ You’re tired of manually checking follow-ups
✅ You want accountability without micromanaging
✅ You value systems and want your evenings back
🚫 This Is NOT For You If:
🚫 You’re a solo agent just starting out
🚫 You want a cheap quick fix with no setup
🚫 You want to replace your agents entirely with AI
🚫 You’re not yet generating inbound leads

💡 Note on AI & Automation: The systems I build make your employees more accountable and efficient — not redundant. Great closers deserve a system that feeds them qualified, already-followed-up leads. That’s the goal.

The Transformation

Before
🚫 Auditing the CRM at 9 PM
🚫 Leads expiring before agents call
🚫 Paying for leads that disappear
🚫 Running a business like a daycare
After
✅ Every lead followed up in under 60 seconds
✅ Full pipeline visibility, no spreadsheets
✅ Paid leads protected by automation
✅ Agents accountable. You, finally free.

What Clients Say

★★★★★

"Her attention to detail and ability to translate operational needs into structured systems are particularly valuable. She is dependable, resourceful, and continually looks for ways to improve efficiency."

SL
Shawna L.
HR & L&D Consultant
★★★★★

"We worked with Vanessa for several years and had an excellent experience. She is very reliable, detail oriented, and communicates clearly. We could always count on her to deliver high-quality work independently. Highly recommended."

UN
Ursus N.
Ecommerce Brand Owner
★★★★★

"She doesn’t just complete tasks, she takes ownership and genuinely cares about the success of the business. Working with Vanessa has given me peace of mind knowing that important things are being handled with attention to detail and integrity."

GK
Grace K.
Real Estate Investor
★★★★★

"Vanessa helped us organize our entire lead system. We stopped losing deals overnight."

JM
James M.
Real Estate Broker
★★★★★

"Our follow-up is now automated and consistent. Huge difference in conversions."

SL
Sarah L.
Agency Owner
★★★★★

"Very strategic and efficient. She knows exactly how to improve systems."

MK
Mark K.
Business Owner
✦ Fully Automated System

Message Me & See It In Action

My lead intake is fully automated — the same system I build for brokerages. Try it yourself: send a message in the live chat and experience exactly what your leads would experience.

Disclaimer

When you reach out, you’ll be interacting with an AI powered by OpenAI as part of an automated lead intake sequence. Response times, follow-ups, and booking are all handled without manual intervention — by design.

Founder, Systaflow

About Vanessa

I didn’t get into automation because it was trending. I got into it out of necessity.

For over ten years, I helped run a fast-growing startup where expectations were high and budgets were tight. Hiring more people wasn’t always the answer, so I learned to build systems instead. Automation became my edge, handling the repetitive work that ate up hours every day, so we could move faster, spend smarter, and focus on actual growth.

Since then, I’ve worked across marketing, operations, sales, and customer service in businesses ranging from real estate to ecommerce, which means I understand how the different parts of a business connect, and where the real bottlenecks usually hide.

Today I run ecommerce businesses here in the Philippines, work inside an HR service company where I see operations up close every day, and help clients through Systaflow. Across all of it, one thing stays consistent: without the right systems, more growth just means more overwhelm.

“So I don’t just set up tools. I build systems that support your growth, so you can scale revenue without constantly needing to add headcount just to keep up.”
Core Focus:
Lead generation & follow-up systems
Marketing automation
CRM optimization & agent accountability
Operations and workflow efficiency

Need Non-Marketing Automation?

While my core focus is lead and revenue systems, I also build custom operational workflows, internal team automations, and backend processes. If it’s manual, repetitive, and slowing your team down — I can probably automate it.

Frequently Asked Questions

Most systems are fully built and live within 1–6 weeks depending on complexity. Once live, your automation runs 24/7 — including nights and weekends when your agents aren't.
I work with the tools you already have — GoHighLevel, Salesforce, Zillow integrations, Facebook Ads, Zapier, and more. I only recommend something new if your current stack genuinely can't deliver the result you need.
Pricing is customized based on scope. For most brokers spending $2k–$5k/month on leads, a well-built automation system pays for itself by saving just 2–3 leads per month. The discovery call is free and you'll walk away with a clear quote.
Minimal changes. The system handles the first touch automatically. Your agents receive pre-warmed leads with context, so they spend less time on cold calls and more time closing. If anything, they’ll love it.
Not at all. I handle all the technical setup, configuration, and testing. You just tell me what problems you’re solving and I build the system around your business.

Ready to Stop Losing Paid Leads
to Slow Follow-Ups?

I work with a limited number of brokers each month to make sure every system is built right. Book a free call to see if we’re a good fit.

Only 3 spots available this month
Systaflow