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www.jansandiego.com

Jan Eiriel San Diego

Intelligent Systems BuilderAI Automation SpecialistGoHighLevel CRM Builder

Engineering mindset | Business systems | GoHighLevel CRM | Workflow automation | Remote operations support

I engineer practical systems that help people and organizations solve messy operational problems with clearer processes, smarter handoffs, useful automation, and AI where it genuinely helps.

Proof, not promisesReviewable workflow artifactsHuman-gated automationSystems teams can maintain

Licensed Mechanical Engineer applying systems thinking to business workflows, AI automation, CRM operations, and technical support for remote teams.

Jan's System Method

Diagnose. Map. Build. Stabilize.

Working method

Systems

Engineering mindset

Operations

Clearer handoffs

AI

Workflow intelligence

1

Diagnose

Process

Find the real bottleneck, owner, data source, and failure point

2

Map

Data

Translate messy work into triggers, records, stages, and decisions

3

Build

Workflow

Connect CRM, AI, apps, webhooks, notifications, and handoffs

4

Stabilize

Handoff

Test edge cases, document behavior, and prepare the handoff

Signal 1

Think in systems

Find the process, constraints, owners, and failure points before choosing tools.

Signal 2

Build for use

Create workflows, interfaces, and handoffs that people can understand after delivery.

Signal 3

Prove, do not promise

Show workflow screens, certificates, documentation, and deploy-ready work that can be reviewed.

Signal 4

Improve over time

Leave room for reporting, QA, recovery paths, and the next version of the system.

Capabilities

I start with the problem behind the workflow

Slow follow-ups, messy records, repeated admin work, and disconnected tools are usually symptoms. The real work is finding the operating pattern underneath, then making it easier to run.

System design

Design customer systems that scale

Turn scattered inquiries, forms, records, and follow-ups into a customer operating system people can actually maintain.

Clear ownership

Cleaner records

Repeatable follow-up

Workflow logic

Free teams from repetitive work

Move recurring admin, routing, reminders, status updates, and task handoffs into reliable workflow logic.

Less manual checking

Cleaner handoffs

Reliable timing

AI judgment

Use AI where judgment is useful

Apply AI for drafting, intake review, summarization, qualification, and structured outputs where rules alone are too rigid.

Drafted responses

Qualified context

Structured decisions

Integration

Connect disconnected technology

Bridge CRMs, inboxes, sheets, calendars, forms, APIs, and webhooks into one connected operating flow.

API workflows

Webhook routing

Cleaner data movement

Operations

Make systems easier to trust

Support the practical work that makes automation usable: QA, cleanup, documentation, testing, and handoff.

QA checks

Clear documentation

Operational handoff

Web systems

Turn ideas into usable interfaces

Use AI-assisted development to translate rough ideas into clean websites, landing pages, and deploy-ready interfaces.

Clear messaging

Responsive UI

Vercel-ready delivery

Website Builds

The same systems thinking applies to websites.

A useful website is not just a nice page. It is a clear explanation of who you are, what problem you solve, what proof you have, and what someone should do next.

Clarify the message

Turn raw notes into audience, positioning, page sections, copy hierarchy, and calls to action.

GrokOpenRouterLLM Tools

Build the interface

Use AI-assisted coding to create responsive pages with reusable components and clean frontend structure.

Next.jsTypeScriptTailwind CSS

Prepare for launch

Check the build, polish details, connect domains, and deploy through Vercel with a clear handoff path.

VercelGitHubLovable

Trust Layer

Why I notice structure inside messy work

Engineering training taught me to look for constraints, failure points, load paths, and repeatable systems. I bring that same habit into digital operations.

Engineering lens

Systems before tools

I start with the business process, failure points, owners, and handoffs before choosing GoHighLevel, n8n, Zapier, Make.com, or AI.

Reliable workflow

Automation with accountability

Good workflows are traceable. They should show what happened, who owns the next step, and where the process can recover.

Usable delivery

Practical over impressive

The best automation is the one the team can understand, maintain, and trust after the first exciting demo is over.

Licensed Mechanical EngineerSystems-first automation builderAI automation training credentialsRemote-team friendly documentation

Decision Fit

Useful when the issue is not another app, but the way work moves.

I am most useful where the process already exists, but the ownership, timing, data, and handoffs are not yet clear enough for the team to trust.

Map the process before choosing the tool

Keep workflows readable after handoff

Separate deterministic logic from AI judgment

Design for ownership, recovery, and documentation

Teams with too many manual handoffs

Good fit when work is moving through inboxes, spreadsheets, forms, and memory instead of a visible operating flow.

Founders who need operational clarity

Good fit when the business is growing but the process is still too dependent on manual checking and undocumented steps.

Remote teams that need cleaner systems

Good fit when people need shared context, follow-up visibility, and workflows that can be reviewed without guesswork.

Project

A customer workflow translated into an operating flow

This build shows the method in practice: take scattered intake, follow-ups, stage movement, and onboarding, then give each step a clearer role in the system.

Starting Point

The work was happening, but the path was not clear enough.

Small teams often rely on memory, inbox checks, and manual status updates. That can make it harder to see which leads need a quote, follow-up, onboarding, or reactivation.

System design

The build gives each part of the customer journey a role: capture the lead, record the context, move the opportunity, trigger the next step, and hand off after the outcome.

1

Intake

2

Qualification

3

Follow-up

4

Onboarding

Case study map

From loose steps to a visible system

GHL workflow example

Problem

Lead activity, quote status, follow-ups, and onboarding steps were easy to lose when the process depended on memory and manual checking.

Approach

Map the customer journey first, then convert the steps into forms, pipeline stages, tags, wait conditions, and task handoffs.

Architecture

Lead capture feeds the CRM record, decisions segment the contact, stage changes trigger follow-up logic, and won/lost outcomes start the next path.

Technology

GoHighLevel forms, opportunities, tags, workflows, email follow-ups, smart lists, and onboarding tasks.

Business impact

The team gets a clearer operating path for response, follow-up, sales tracking, and post-sale handoff.

Future improvements

Add reporting, source attribution, response-time tracking, and AI-assisted message drafting once the core workflow is stable.

Design goals

Earlier visibility on new inquiries

Clearer follow-up ownership

Cleaner pipeline movement

Less manual status checking

A more consistent onboarding path

GHL Build Scope

Customer operating flow

This project shows the architecture behind a customer workflow: intake creates the record, stages describe progress, tags add context, and automation keeps the next action visible.

  1. 01Intake

    System stage

    Form

    Capture clean intake

  2. 02Record

    System stage

    Opportunity

    Create the sales record

  3. 03Stage

    System stage

    Pipeline

    Move work by stage

  4. 04Action

    System stage

    Workflow

    Trigger the next action

Architecture Notes

The useful part is not the canvas. It is the operating logic.

The build translates a business process into triggers, conditions, ownership, follow-up timing, and handoffs. That is the difference between a tool setup and a system people can run.

Lead capture forms and funnel entry points

Opportunity pipeline setup for quote and sales stages

Lead qualification and interest-based tagging

Automated quote follow-ups and lost-lead reactivation

Won-customer onboarding with email and task handoffs

Workflow proof

GoHighLevel

CRM workflow system

GoHighLevel workflows shown as reviewable system evidence: intake, segmentation, quote follow-up, onboarding, and reactivation.

Good fit for customer journeys that need clearer stages, cleaner records, and follow-up logic the team can review.

Lead intakePipeline movementFollow-up paths

GoHighLevel, project 1 of 5, New Lead Intake

01 / 05

New Lead Intake workflow screenshot

1 of 5

Project 1 of 5

New Lead Intake

GoHighLevelFormsPipelinesOpportunitiesTagsWorkflows

Workflow

Forms -> Opportunity -> Tags -> Notification -> Email

Business impact

Captures quote requests, creates or updates the opportunity, applies tags, notifies the team, and starts the first response.

Proof Library

Workflow proof, organized for quick evaluation

The platforms change, but the pattern stays the same: understand the process, design the flow, connect the tools, and leave behind work that can be reviewed, maintained, and improved.

Proof, not promises

Each build is a different surface of the same skill.

The screenshots are not decoration. They are artifacts of how a system was reasoned through: what starts the work, where data moves, what decisions happen, and how the next action becomes visible.

Portfolio screenshots are selected or recreated to be safe to review while still showing the operating logic behind the work.

CRM cleanupWorkflow automationAI agentsLead follow-upTechnical VA systems

3

Platforms

14

Workflow builds

5

Credentials

Reviewable artifact

AI Call Appointment Setter

AI Call Appointment Setter featured workflow screenshot

Reduces manual scheduling work by letting an AI voice agent handle appointment requests while n8n manages availability, records, confirmations, and error paths.

Workflow artifacts

Grouped so the work is easy to evaluate

Each platform is grouped by the operating problem it helps solve, so the work can be reviewed without opening a gallery or hunting through hidden popups.

Selected platform

n8n

AI agents and workflow logic

Deeper workflow architecture for AI agents, scheduled operations, RAG, voice flows, and APIs.

Good fit for deeper logic, AI agents, API workflows, scheduling, and reusable systems with recovery paths.

AI agentsAPI workflowsRecovery logic

n8n, project 1 of 9, ASMR Video Generator

01 / 09

ASMR Video Generator workflow screenshot

1 of 9

Project 1 of 9

ASMR Video Generator

n8nSchedule TriggerGoogle SheetsGeminiHTTP RequestFacebook Graph APIYouTube

Workflow

A scheduled n8n workflow that generates structured prompts, reads and updates tracking rows in Google Sheets, requests AI video generation, waits for completion, converts the result into a file, and routes publishing to Facebook and YouTube.

Business impact

Shows how creative production can be treated like an operating system: prompt creation, status tracking, generation, file handling, and publishing steps handled in one repeatable workflow.

Credential Layer

Training that supports the practice

Certificates are not the main story. They simply show that the tools behind the systems were studied deliberately, not used casually.

Zapier Automation Training certificate preview

Verified credential

Certificate 1 of 5

Zapier Automation Training

Training credential for building app-to-app automations and Zapier workflows.

Why this matters

This credential supports the systems work shown in the portfolio: practical automation, clearer workflows, tool fluency, and better handoff quality.

Verify credentialPauses while reviewing

Process

The method behind the work

I try to make every workflow answer the same questions: what starts it, what data matters, what decision happens, what action follows, and how the team recovers when something changes.

4-stage design plan

A simple path from unclear work to a system people can use, review, and improve.

01

Diagnose

Find the real friction

02

Design

Shape the operating path

03

Build

Connect the moving parts

04

Stabilize

Prepare it for handoff

1

Diagnose the real problem

Identify the trigger, owner, data source, follow-up timing, failure points, and business outcome before touching the tools.

Output

Problem map

2

Design the operating flow

Turn the process into a readable structure: stages, records, decisions, data handoffs, timing rules, and recovery paths.

Output

Workflow blueprint

3

Build the system

Connect the CRM, apps, AI prompts, webhooks, branches, notifications, and interface pieces needed to make the flow work.

Output

Working system

4

Stabilize the system

Check edge cases, data formatting, duplicate prevention, notifications, and documentation so the workflow can be reused.

Output

Team-ready system

Tools

Tools come after the system is clear

I do not lead with software. I choose tools based on the workflow, data, handoff, maintenance, and budget reality of the problem.

GoHighLeveln8nZapierMake.comOpenAIChatGPTGrokOpenRouterLLM ToolsCodexClaude CodeAnthropicLovableNext.jsTypeScriptTailwind CSSVercelGoogle SheetsAirtableSlackAPIsWebhooksDockerGitHub

Closing thought

The real work is making the system easier to understand.

I moved from mechanical engineering into automation because the same pattern kept appearing: capable people were doing important work inside fragile manual processes. My role is to find the friction, simplify the operating path, and build systems real teams can trust.

Find friction

Clarify flow

Build trust

Contact

If you are trying to make work clearer, I can help.

Send a short note about the process, workflow, or operation you want to improve. I will help clarify the next practical step.

Best fit: business process improvement, AI automation, workflow systems, CRM operations, and technical support for remote teams.