Find the failure point
Where does work wait for a meeting, a login, a reminder, a spreadsheet update, or one specific person?
Available for flexible part-time, project & retainer work
Automation · Operations · Client Experience
I make the backend of a business easier to run.
I help service businesses fix the places where work gets stuck: missed follow-ups, messy handoffs, disconnected tools, unreliable reporting, and processes that depend too much on one person remembering what happens next.
Operator first. Builder second.
I understand the process before I automate it.
7+ yearscustomer service & operations experience
300+ hrsfocused GoHighLevel learning & build work
5+operational dashboards built for live workflows
200property compliance records audited in one week
Selected work
Systems built around the problem, not the software.
I use CRM, automation, integrations, dashboards, and SOPs as tools. The real work is understanding why something keeps breaking, waiting, getting missed, or creating extra work for the team.
Flagship case study · Home services
Read the case study
Rebuilding a fragmented CRM into a connected operating system
Affordable Window Systems needed more than a CRM migration. Sales, production, reporting, follow-up, compliance, data quality, and team handoff all had to work together.
3core pipelines
5+dashboards
87-steponboarding SOP
Integration · Revenue operations
Stripe → Make → Zoho subscription automation
Built event-based logic so subscription changes automatically update customer tiers, remove stale tags, and handle cancellations correctly.
See how it works
Operations · Property
High-volume property operations across UK, AU & NZ
Guest experience, compliance, vendors, records, reporting, and operational admin across multiple property environments.
View the operations caseHow I work
I look for the point where work stops.
A good automation should make the operation more resilient, not simply move data around faster.
Design the operating path
Clarify ownership, stages, handoffs, follow-up, exceptions, and what should happen when the normal path fails.
Build the system behind it
CRM, integrations, workflows, dashboards, QA checks, documentation, and human escalation where judgment still matters.
Client feedback
The part I want clients to remember is how I think.
A former New Zealand client reached out months after I had left and asked whether I would consider coming back. What stood out in her message was not a specific tool or task. It was that I understood quickly, communicated well, and thought ahead about improving the process.
“
I explained things to you once and you got it. And you were thinking ahead to improve the processes, which was amazing.
Sherry B. · Former Operations Client · New Zealand
About Karen
I sit between operations and automation.
I started in customer service, moved into remote operations and property management, and then went deeper into CRM systems, automation, integrations, dashboards, and AI-assisted workflows. That combination matters because I do not look at a workflow as a collection of triggers. I look at the people and process it has to support.
GoHighLevelMake.comZapierApps ScriptPythonStripeZoho CRMAPIs & Webhooks