Projects & workflows I've built

A few of the systems I've designed for clients and for my own businesses. I use the same workflows I build for others to run my own companies.

Featured

VoiceCloser

AI Phone Agent for Service Businesses

A 24/7 AI voice agent that answers your calls, revives old leads, and books appointments into your calendar. Built for call-heavy service businesses where missed calls and forgotten follow-ups quietly cost real revenue.

Visit voicecloser.io

What it does

Never miss a call again, including after-hours and weekend leads.
Re-engages old leads in your CRM that nobody has time to call back.
Books appointments straight into your existing calendar.
Vertical-specific scripts for real estate, legal, automotive, healthcare, fitness, food, finance, home services, and education.

Sample client workflows

Common workflow patterns I build for small service businesses. Each is a typical project shape, not a single specific client.

Sample workflow

Electrician: lead-to-job

An electrician with calls coming in while they're on jobs.

Workflow

→ Incoming call or form captures basic job details
→ Customer offered time windows and booked directly into the calendar
→ Confirmations and reminders go out automatically

Result: Fewer missed jobs, less back-and-forth, more time on billable work.

Sample workflow

IT / security installer: quote follow-up

A small IT or security firm sending quotes and "hoping" clients get back to them.

Workflow

→ Lead captured and scope questions asked once
→ Quote generated using that info
→ Automated follow-up sequence runs until the client chooses yes or no

Result: More closed deals from the same number of leads, without extra admin.

Sample workflow

Med spa: inquiry-to-consult

A small med spa losing inquiries because nobody has time to chase every lead.

Workflow

→ New inquiry gets an instant reply and booking link
→ Reminders before consult with reschedule option for no-shows
→ Notes logged in a simple system for staff to review

Result: Higher show-up rates and fewer "ghosted" inquiries.

Internal systems I run my business on

The workflows I built for myself first. If I'm going to recommend something to a client, I want to be running a version of it.

Internal

Unified 2-way CRM sync

I run VoiceCloser and RxRoss and needed a single source of truth across contacts, conversations, and inboxes.

Workflow

→ Contacts and conversations sync between both businesses and my main CRM
→ Gmail threads attach to the right contact automatically
→ Changes in one system propagate to the others in near real-time

Result: No duplicate contacts, no "which inbox was that in?", and a single clean pipeline view.

Internal

AI personal assistant tied into my GHL

I threw away my business cell, moved the number into GoHighLevel, and now 100% of my business calls run through a custom voice agent and land in the CRM.

Workflow

→ Picks up and asks for the caller's name, or greets them by name if they're already in the CRM
→ Asks naturally what they're calling about "so I can tell Rodney"
→ Forwards the call to me, then jumps back on the line if I miss it to take a message and best callback times
→ Creates the opportunity in GHL with full context and notifies me

Result: Every call is captured, qualified, and logged. No more business calls slipping past the CRM.

Internal

Custom GHL action agent

I outgrew the generic CRM tooling and built a voice-driven agent that does 80-90% of my GHL actions for me. This replaced a SaaS I built last year called CRM Buddy, which is now sunset.

Workflow

→ Create contacts, opportunities, tasks, notes, and appointments from plain English
→ Search and pull contacts, adjust calendars, and move pipeline stages by voice
→ Works across both my GHL accounts without context-switching

Result: I spend more time talking to people and less time clicking around the CRM.

Internal

Social content autopilot

Creating and posting content across multiple platforms was eating hours each week.

Workflow

→ Long-form video gets auto-transcribed
→ Key clips and descriptions are suggested
→ Approved content is queued and posted across ~7 platforms

Result: Consistent social presence with a fraction of the manual effort.

Want something built for your business?

Let's map your workflows and find one that could replace hours of manual work every week.

Book a workflow audit