Ellen Joy Demonteverde
@ellenjoydemonteverde
I build CRM automations, pipelines, and follow-up systems that reduce manual work.
What I'm looking for
I've designed two end-to-end GoHighLevel CRM systems for service-based businesses, including Radiance Aesthetics & Wellness and AnchorPoint Business Insurance. My work covers CRM architecture, pipelines, forms, segmentation, reporting dashboards, and automated email and SMS follow-up.
For a commercial insurance CRM project, I built a multi-stage renewal workflow with 90-, 60-, and 30-day communication checkpoints, structured underwriting intake, duplicate-opportunity prevention logic, and agent performance reporting. For a med spa CRM, I created appointment booking, post-treatment follow-up, inactive-client re-engagement, and service-based segmentation workflows.
I'm also building practical integration skills through hands-on work with Zapier, Make, and n8n, including multi-step workflows, webhooks, data mapping, filters, triggers, actions, and conditional logic.
Before focusing on CRM automation, I managed complex operations and client services across five countries for nearly a decade. I bring an operations-focused approach to documentation, scheduling, process coordination, stakeholder communication, and creating reliable systems for recurring work.
Experience
Work history, roles, and key accomplishments
CRM Automation Specialist
Self-Directed Portfolio Projects
Jun 2026 - Present (2 months)
Designed and configured two end-to-end GoHighLevel CRM systems for service-based businesses, including pipelines, custom fields, forms, workflow automations, follow-up sequences, and reporting dashboards. Built automated lead follow-up processes and structured intake processes to improve data consistency.
Operations & Client Services
Private Households
Dec 2016 - May 2026 (9 years 5 months)
Independently managed complex household operations across five countries, serving as the primary point of accountability for scheduling, logistics, documentation, and stakeholder communication. Organized recurring daily processes involving 15+ tasks and maintained structured reporting records.
Education
Degrees, certifications, and relevant coursework
Ellen Joy hasn't added their education
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Tech stack
Software and tools used professionally
Availability
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Authorized to work in
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