Map the customer journey
Identify where leads enter, where they drop off, and where manual follow-up creates gaps.
Revenue Automation Specialist · HVAC
I build HVAC systems that turn leads into booked jobs.
CRM, pipeline, follow-up, and automation systems for HVAC businesses designed to reduce lead leakage, improve response speed, and create a clearer path from inquiry to booked job.
Portfolio demos are self-directed builds created to demonstrate CRM logic, automation, lead follow-up, testing, and documentation.
Missed Call
Captured
Captured
Lead Data
Enriched
Enriched
Automated
Follow-Up
Follow-Up
Qualified &
Nurtured
Nurtured
Book
Appointment
Appointment
Track &
Optimize
Optimize
Automate · Follow Up · Book More Jobs
0Workflows
Built
Built
0Pipeline
Stages
Stages
0Booking
Funnel
Funnel
How I Think
Find the leak.
Fix the workflow.
Improve the revenue process.
Every automation starts with the customer journey. I look for where leads slow down, get missed, or drop off — then design the CRM and follow-up logic around the actual business problem.
Lead Capture
Forms, funnels, source tracking
Lead Response
Instant follow-up, missed-call recovery
Pipeline Logic
Stages, ownership, lead status
Appointment Flow
Calendars, confirmation, reminders
Lead Nurture
Follow-up, quote recovery, reactivation
Testing & QA
Timing, edge cases, duplicate prevention, documentation
Self-Directed Build · HVAC
Apex Comfort HVAC — Lead-to-Booked-Job Revenue Automation Demo
A self-directed HVAC portfolio system showing how I map lead leakage, build CRM and automation logic, connect follow-up workflows, test edge cases, and document the system from inquiry to booking.
CRM & Pipeline
5 Workflows
Lead Capture
Booking Flow
Follow-Up
Testing & Documentation
01Missed Call Recovery+
Recover missed opportunities with an immediate customer response, internal notification, and follow-up task.
Watch walkthrough →02Lead Response+
Show how a new inquiry enters the CRM, triggers immediate follow-up, and moves into the appropriate pipeline logic.
Watch walkthrough →03Estimate Follow-Up+
Use structured follow-up to keep estimate opportunities moving without relying entirely on manual reminders.
Watch walkthrough →04Appointment No-Show Recovery+
Recover missed appointments with appropriate follow-up and a clear path back to scheduling.
Watch walkthrough →05Facebook / Messenger Lead Nurture+
Move social leads into the CRM and maintain timely follow-up when the prospect does not book immediately.
Watch walkthrough →CRMContact fields, pipeline stages, lead status
AutomationTriggers, actions, conditions, follow-up
SchedulingCalendar, confirmations, reminders
Lead CaptureHVAC consultation funnel and forms
QATesting, edge cases, duplicate prevention
DocumentationWorkflow logic and maintainability
Additional walkthrough:
Service Scheduling Flow →
Inside The System
A look inside GoHighLevel.
Screenshots of the actual build — custom fields, tags, and pipeline structure — showing how the CRM is organized behind the scenes, not just what the customer sees.
Custom Fields
Structured contact and job data — service type, equipment age, lead source, and more.
Tagging System
Tags used to segment leads, trigger workflows, and keep the pipeline easy to filter and report on.
Pipeline Stages
The 7-stage pipeline mapping a lead's journey from first contact to booked, completed job.
Workflow Builder
Triggers, conditions, and actions wired together behind one of the five automations above.
How I Work
From revenue leak to a tested, documented working system. I start with the business problem, then design a practical system that can be tested, maintained, explained, and handed off.
Turn the solution into a system
Structure the CRM, pipeline logic, triggers, conditions, and follow-up around the workflow.
Test real-world scenarios
Check timing, conditions, edge cases, duplicate actions, and handoffs before launch.
Make it clear and maintainable
Document the logic, workflows, and key settings so the system can be understood and managed.
Tools
The tools behind the system.
A practical no-code and AI-assisted stack for CRM architecture, workflow automation, customer journeys, documentation, and portfolio assets.
CRM & Automation
GoHighLevel
Make.com
n8nAI & Problem Solving
ChatGPT
ClaudeDesign & Creative
Canva
PhotoshopProductivity
Google WorkspaceVideo
CapCutTools are selected based on the workflow — not the other way around. The focus is on simple, reliable systems that solve a specific business problem without unnecessary automation.
Certifications
Backed by verified learning.
Job simulations and course completions covering data, marketing, client engagement, and AI automation — completed alongside the portfolio project above to build practical, verifiable skill.
About
The person behind the systems.
I'm Jayziel, based in the Philippines, with a background in graphic design and a growing focus on CRM and revenue automation.
That design background gives me a strong eye for the customer-facing experience, while my current work focuses on the systems behind it — CRM structure, workflow automation, lead management, funnels, follow-up, testing, and documentation.
I'm building toward a Revenue Automation Specialist role, with HVAC as my primary portfolio niche. My main project, Apex Comfort HVAC, is a self-directed demo system built from scratch to show how I approach real business problems, design automation logic, test workflows, and document the finished system.
These are self-directed portfolio demonstrations, not claimed client results. The goal is to show
how I think, build, troubleshoot, test, and improve systems.
Open to Revenue Automation, CRM Automation, and GoHighLevel Specialist opportunities.
Contact
Start a conversation.
Describe your workflow, the problem you're hitting, or the system you want to build. I'm happy to walk through the approach and the work shown in this portfolio.
LinkedInlinkedin.com/in/jayziel-lagumbay
WhatsAppMessage on WhatsApp
ResumeView / download PDF
LocationPhilippines · Remote