Selected work
A selection of Dave’s previous employment and consulting work across CRM, AI, operations, and e-commerce. Figures are reported in his professional experience; they have not been independently audited.
Real estate · GoHighLevel
Leads, tasks, communication, and handoffs were redesigned around the real mortgage journey rather than a generic pipeline.
Process-mapped workflows · automated task movement · consistent follow-up · clearer ownership
Agency · AI sales system
An AI chatbot became part of the lead-management process instead of sitting as a disconnected website widget.
Conversation design · qualification logic · appointment routing · CRM handoff
Marketing operations · ClickUp
System-wide project automation reduced repeat coordination and gave the team a more consistent operating rhythm.
Work routing · project triggers · delivery visibility · operational ownership
E-commerce · SEO + operations
A full SEO overhaul improved organic traffic while automation work reduced operational drag across the business.
SEO operations · Shopify workflows · reporting · continuous process improvement
How to read these results
These summaries describe previous roles, rather than engagements delivered under The Process Automate brand. Each new project begins with an agreed baseline and success measure; previous figures do not predict a future result.
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