Ligaya Automation

Selected work · CRM automation

Systems you can inspect,not claims you have to take on faith.

Three proof-led builds trace different stages of the customer lifecycle—from inquiry and booking to onboarding, retention, and reactivation. Each case study opens the implementation decisions, workflow logic, QA, and next improvements.

Detailed case studies
3
Documented workflows
12
Proof artifacts
36
Sample-record validation
QA

01 · Flagship lifecycle system

Broadest implementation scope

Implementation evidence
Sample / QA record
Sample client activity for Arthur Leni showing retention check-in, completion, and review follow-up workflow events.Shows the sample client activity path through retention, completion, and review follow-up.Brightpath client success pipeline showing Arthur Leni in Completed Review Requested.Shows the sample client moved into the Completed / Review Requested pipeline stage.
Artifact type

Featured portfolio build

Visible implementation

Shows the sample client activity path through retention, completion, and review follow-up.

Practical meaning

The activity record and pipeline state show the QA path through retention, completion, and review follow-up—not a claimed live-client result.

Inspect full-size proof

Post-sale onboarding · retention · review / referral

Client Onboarding & Retention Automation

I built a flagship portfolio automation system for a financial coaching business that turns post-sale client follow-up into a trackable GoHighLevel lifecycle flow.

Operational problem
After a client enrolls, intake, kickoff booking, check-ins, and completion follow-up can become separate manual tasks with no reliable lifecycle view.
System response
A connected client-success flow that moves a sample client from enrollment through onboarding, kickoff, active-program check-ins, and review-requested status.
My role
CRM & Marketing Automation BuilderPortfolio / demo automation build
  • 6 documented workflows
  • 13 proof artifacts
  • 8 visible pipeline stages
  • QA-tested with sample client record
View case study: onboarding & retention

02–03 · Focused systems

Two different lifecycle problems,two different proof compositions.

One system concentrates on response and booking. The other concentrates on recovering dormant demand and routing outcomes.

02 / 03

Inquiry · booking · no-booking recovery

Med Spa Consultation Booking & Follow-Up Automation

I built a portfolio automation system for a med spa consultation funnel that captures new leads, routes them to a booking calendar, updates the CRM, notifies staff, and follows up when a lead does not book.

Operational problem
A consultation form can create a lead without creating fast follow-up, a visible booking state, or a recovery path when the lead does not schedule.
System response
A form-to-calendar flow with immediate email/SMS follow-up, staff alerts, booked-status updates, and a no-booking branch for manual review.
My role
CRM & Marketing Automation BuilderPortfolio / demo automation build
  • 3 documented workflows
  • 13 proof artifacts
  • 6 connected system components
  • QA-tested with sample contact
View case study: med spa booking
Implementation evidence
Sample / QA record
Med Spa Consultation Calendar showing available consultation dates and time slots.Shows the booking step where the consultation can be scheduled.CRM opportunity pipeline showing one booked consultation opportunity for the med spa consultation request.Proves the sample opportunity moved into the Booked Consultation stage.
Artifact type

CRM implementation proof

Visible implementation

Shows the booking step where the consultation can be scheduled.

Practical meaning

The booking interface and CRM pipeline prove that the sample consultation path reached a visible booked state after workflow QA.

Inspect full-size proof

03 / 03

Dormant customer · reply · service-call booking

HVAC Dormant Customer Reactivation Campaign

I built a portfolio automation system for an HVAC service business that reactivates dormant customers, sends structured email/SMS follow-up, tracks replies, updates the CRM pipeline, and routes interested contacts toward a service call.

Operational problem
Dormant contacts can remain invisible in a CRM when there is no consistent campaign, reply routing, or separation between booked and no-response outcomes.
System response
A reactivation campaign that sends structured follow-up, routes replies, updates pipeline stages, and flags no-response contacts for staff review.
My role
CRM & Marketing Automation BuilderPortfolio / demo automation build
  • 3 documented workflows
  • 10 proof artifacts
  • 5 visible pipeline stages
  • QA-tested with sample contacts
View case study: HVAC reactivation
Implementation evidence
Sample / QA record
Sample contact activity record for Sophia Cruz showing HVAC reactivation messages, service call booking activity, and booked tags.Shows a sample contact activity path for a booked service call.HVAC reactivation pipeline showing sample opportunities in no response, interested replied, and service call booked stages.Shows sample reactivation outcomes across the HVAC Reactivation Pipeline.
Artifact type

CRM implementation proof

Visible implementation

Shows a sample contact activity path for a booked service call.

Practical meaning

Sample contact activity and pipeline outcomes show interested, booked, and no-response branches separated during QA.

Inspect full-size proof

Cross-project proof index

What these builds collectively demonstrate.

Verified implementation range only. Business outcomes would need live deployment data and are not claimed here.

Client Onboarding & Retention Automation

Lifecycle focus

Post-sale onboarding · retention · review / referral

Key systems

Track new-client lifecycle state · Route clients to kickoff booking · Send active-client check-ins

Proof available

6 workflows · 13 screenshots / records · QA notes

Med Spa Consultation Booking & Follow-Up Automation

Lifecycle focus

Inquiry · booking · no-booking recovery

Key systems

Capture consultation interest · Redirect leads to a booking calendar · Send immediate email/SMS follow-up

Proof available

3 workflows · 13 screenshots / records · QA notes

HVAC Dormant Customer Reactivation Campaign

Lifecycle focus

Dormant customer · reply · service-call booking

Key systems

Reactivate dormant customers · Send structured email/SMS follow-up · Track replies and service call bookings

Proof available

3 workflows · 10 screenshots / records · QA notes

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