Automation

CRM, reporting and the automation layer.

The systems around the ads: CRM routing, email and SMS flows, and reporting that lands in Telegram without anyone opening Ads Manager.

CRM stack

Five CRMs. One playbook.

The CRMs that route, qualify, and dispose every lead I touch. I configure them, integrate them, and wire them together with n8n, Python and webhooks so nothing falls through the cracks.

Automations I build

  • ▸Speed to lead: first SMS, email or WhatsApp touch inside 60 seconds
  • ▸Appointment reminders, confirmations and no-show recovery sequences
  • ▸Lead scoring and routing by source, market and intent (Trackbox, Getlinked, GHL)
  • ▸Dormant lead reactivation and win-back flows
  • ▸Daily reporting bots and ad-account alerts for spend, CPA and disapprovals
  • ▸Affiliate network webhooks into CRM with automated source blacklisting
  • ▸Email and SMS flows in Klaviyo and GoHighLevel: welcome, abandoned cart, post-purchase, win-back

Why it matters

Most accounts do not lose money in the ads. They lose it between the lead and the sale: slow first contact, no reminder, no reactivation, and reporting that cannot tell a form fill from a customer. I build that layer alongside the media buying, so the campaigns have something honest to optimize toward. On a clinic account this took no-shows from 60% to 28% without touching the ad spend.

GoHighLevel
GoHighLevel
Pipelines + automation
HubSpot
HubSpot
B2B nurture
Zoho CRM
Zoho CRM
Disposition tracking
Getlinked
Getlinked
Affiliate networks
TB
Trackbox
Affiliate routing
Klaviyo
Klaviyo
Email + SMS flows
GoHighLevel workflows list showing Deposit to Meta Purchase and Signup to Meta Lead automations

GoHighLevel workflows on a live account: Deposit to Meta Purchase and Signup to Meta Lead, feeding Conversion API events back to the ad account

Reporting on autopilot

The ad accounts report to me. Nobody has to open Ads Manager.

A Hermes Agent pulls spend, results, CPA and ROAS from Meta, Google and TikTok on a schedule, checks them against the rules we agree, and posts a plain-language summary to Telegram or Slack. Budget shifts, pauses and creative rotations run through the same agent.

What runs without a human

  • ▸Daily spend, results, CPA and ROAS report per account, posted to Telegram or Slack before 9am
  • ▸Alerts for ad disapprovals, account restrictions, spend spikes and CPA drift
  • ▸Rules-based pausing and scaling inside the guardrails we set together
  • ▸Creative fatigue flags when frequency climbs and CTR drops
  • ▸Weekly client summary in plain language, no dashboard login needed
  • ▸Google Sheets ledger of every change the agent made, with the reason

The pipeline

Meta AdsGoogle AdsTikTok AdsHermes Agentn8nPythonTelegramSlackGoogle SheetsClaude

Ad platforms → Hermes Agent + n8n → Telegram, Slack and a Google Sheets ledger. Clients get a weekly summary they can read in 60 seconds.

Spending money on paid ads
and not seeing results?

15-minute call. No pitch. I diagnose your funnel live and tell you exactly where the bleed is. even if you don't end up working with me.

Pixel mascot✦✦!
Niiiice.
Whoa.