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Build. Optimize. Scale.

You Focus on SalesCustomersStrategy I'll automate the process.

Hi, I'm Danica Martin 👋

Workflow Automation Specialist

I help businesses save time, reduce manual work, and achieve faster growth through smart automation, CRM design & workflows, and effective SEO.

Let’s discuss your goals and identify the highest-impact automations for your CRM and funnel.

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Struggling with these?

🚫

Manually tracking invoices, contracts, and project updates leads to confusion and missed opportunities.

✅

I set up a customized CRM and automation systems to centralize client data, task management, and communication, making operations coordinated.

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Manual data entry and duplicate records waste time.

✅

I connect forms, CRM, and billing with two-way sync, set unique matching rules, and merge duplicates so each customer has one profile and updates happen once.

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Scheduling and client communication eat the day and cause no-shows.

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I deploy automated booking, confirmations, and reminders in hourly or days and easy rescheduling, while logging every transaction in the CRM.

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Reports aren’t trusted, so it’s unclear what’s working.

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I set up clean data standards, source tracking (UTMs), stage milestones, and role-based dashboards with scheduled summaries, so decisions are based on reliable numbers.

Need Help With The Following?

CRM Management
Zapier Automation
GHL Management
Salesforce
Smart SEO
Make.com

Portfolio

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Zapier - Asana CRM Automation Stages

Click the title to see a video overview of this workflow.

Asana Automation

Automates your CRM pipeline using Asana, Zapier, Gmail, Google Drive, and Sheets.

When a task moves sections (Ready to Start, No Response, Quoted, Approved, Paid & Closed), the flow branches to create client folders, add subtasks, log results, send follow-ups/welcome emails, detect the right service tier (Beginner/Apprentice/Expert).

It removes repetitive admin, prevents missed follow-ups, and keeps assets organized so sales-to-delivery handoffs are fast and consistent.

  • Always-on follow-ups and onboarding

  • Standardized steps per stage/tier

  • Centralized files and logs for visibility

We can add more or call another zap inside this zap if we want to do more process.

Description
asana in zapier automation

GoHighLevel - Getting Facebook Lead

Click the title to see a video overview of this workflow.

Captures Facebook Lead

When they submit the form we created on Facebook it is then being passed to GHL and can be turns into contact then opportunities.

This automation works when a form is submitted, it sends an instant thank-you/next-steps email, creates & links the Opportunity, alerts your team for fast follow-up, and tags the lead for clean tracking. This removes manual data entry, shortens response time, and prevents loss leads, to aim more inquiries convert.

  • Auto-reply with booking link or offer

  • Create Opportunity in the right pipeline/stage

  • Team alert (email/SMS/Slack) with lead details

  • Apply source/campaign tags for reporting & nurture

We can add more or customized this based on how your business works.

Description

GoHighLevel - Appointment Reminders w/ Reschedile and Cancelling Included

Click the title to see a video overview of this workflow.

Appointment Reminders

Automates pre-appointment outreach and response handling. When an appointment is created or its status changes, the workflow tags the contact, sends SMS reminders, waits for replies, and branches:

Confirm → mark confirmed + notify team.

Reschedule → send one-time scheduling link + alert staff

Cancel/No-show → update status, remove tags, and optionally clean up the record. Timeouts trigger internal notifications so no one is missed.

  • Cuts no-shows and last-minute cancellations

  • Speeds up rescheduling without back-and-forth

  • Keeps your team informed in real time

This build can be expanded in many ways like email steps, stricter retry logic, custom tags/stages, language variants, and more to fit your process.

Description
appointment reminders in go high level

Zapier - Repurposing Content of mp3 or mp4 file

Click the title to see a video overview of this workflow.

Content Repurposing

Turns a single audio/video file into ready-to-publish assets. When an MP3/MP4 is added to Google Drive, the zap transcribes it, drafts two blog titles and posts with AI, generates an image, compiles everything in a Google Doc, then prepares share updates for LinkedIn and Instagram (and emails you a copy).

It removes copy-paste work, speeds up publishing, and keeps messaging consistent across channels.

  • Source: Google Drive upload → auto-run

  • Output: 2 blog drafts + image in Google Docs

  • Distribution: email review + social posts (LinkedIn/Instagram)

This can be tailored for your brand voice, approval steps, captions, scheduling, or extra channels.

Description

Zapier - Scheduled Follow-Up Automation for Unresponsive Leads

2025 July

Scheduled Follow-Up Automation

Runs on a schedule (e.g., daily) to check Asana project/section for leads that haven’t replied.

It loops through tasks, filters against rules (overdue / no-response), then branches: either just update the task, or stamp the next follow-up date, increment a follow-up counter, update Asana, and send a Gmail, so no lead goes cold.

  • Scheduled scans, no manual checking

  • Auto-updates Asana fields (date, count) for clear history

  • Sends consistent follow-up emails at the right time

This can be customized more depends on the business wants like timing, filters, email copy, owners, plus extra channels (SMS/Slack).

Description
scheduled automation in zapier

GoHighLevel - Order Reminders - Abandoned

2025 August

Order Reminders (Abandoned Checkout)

When a checkout is abandoned, this workflow sends an immediate SMS with a return-to-cart link, waits, checks if the cart is still not empty, then branches.

If not recovered, it sends a second timed SMS then when a cart total exists and payment still isn’t made, it sends a final SMS followed by an email.

The goal is to closes revenue leaks without manual chasing and keeps follow-ups polite and timely.

  • Trigger on abandonment

  • Smart checks (cart still open / cart value)

  • Staggered reminders: SMS → SMS → Email

We can customize with coupons, high-value segments, frequency caps, languages, and CRM tagging.

Description

Tools I Use

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Zapier

GoHighLevel

Salesforce

Google

WordPress

Chatgpt

And many more...

Work Experience

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Leads

SEO Specialist

2023-2025

Accenture

Salesforce

2021-2025

Alorica

Customer Service

2018-2020

Let's Team Up Together 💪

Let’s discuss your goals and identify the highest-impact automations for your CRM and funnel.

Book a Call
Download CV
Send Mail
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