AI systems consultant with 20+ years in enterprise IT. I turn operational requirements into tested workflows, search and answer-engine visibility, borrower and lead interfaces, CRM automation, voice-agent handoffs and client-ready applications.
01 / Selected client work
Each example separates what shipped from what remained at demo, architecture or integration stage.
Mortgage technology · Private client work
Built the borrower-facing platform demo that the client assessed as 70–75% complete, then mapped a backend-agnostic integration approach for Encompass and ICE Mortgage Technology.
The production integration was deferred while the client evaluated mortgage AI vendors. The work remained at demo and architecture stage; no production or borrower-outcome claims are made.
View project detailsThe production integration was deferred while the client evaluated mortgage AI vendors. The work remained at demo and architecture stage; no production or borrower-outcome claims are made.
Insurance · Active client
Connected SPWL and Medicare lead generation to mapped GHL fields, follow-up workflows and the Ava voice agent so qualified prospects can move from form submission to a booked conversation.
Work includes the SPWL lead form, nine-stage pipeline, T65 Medicare guide campaign, lead-capture funnel, follow-up logic, state eligibility and client-side voice-agent review and testing.
View project detailsWork includes the SPWL lead form, nine-stage pipeline, T65 Medicare guide campaign, lead-capture funnel, follow-up logic, state eligibility and client-side voice-agent review and testing.
Financial services · Production system
Built the production website, booking path, calculator, compliance foundation and GHL lead-capture layer around an existing Tina voice AI system.
Carlos’s scope covered landing pages, GHL verification and integration, forms, A2P 10DLC approval, Meta retarget infrastructure, content assets, Vercel hosting and the schedule-first funnel. Tina’s original voice system was delivered before the handoff.
View project detailsCarlos’s scope covered landing pages, GHL verification and integration, forms, A2P 10DLC approval, Meta retarget infrastructure, content assets, Vercel hosting and the schedule-first funnel. Tina’s original voice system was delivered before the handoff.
02 / Operating proof
Build the system. Test the handoffs. Document what the next person needs.
Selected presentation · July 30, 2026
Booked to lead a live, nontechnical walkthrough showing content creators how to use Claude with tools already included in their GrowthHub365 GHL account. Framework: Describe, Draft, Design, Deploy, Debrief.
View live-session listingLive environment snapshot · July 7, 2026
Audited an active Apex GHL environment containing 115 workflows and 17 pipelines, documented workflow gaps and reduced pipeline clutter to five working boards.
Completed · July 6, 2026
Built a GHL-native workflow that uses Twilio Lookup to enrich unknown callers with caller-name and line-type data without Make.com or a local server.
Strategy + operating framework
Built a search engine optimization, answer engine optimization and generative engine optimization framework covering local intent, quick answers, crawlable pages, schema, citation consistency, Google Business Profile signals, reviews and measurement across Google, ChatGPT, Gemini and Perplexity.
03 / Experience
2024–Present · Kansas City, Missouri
July 2022–October 2023 · Overland Park, Kansas
November 2016–December 2019 · Kansas City, Missouri
19-year tenure
04 / Client perspective
“Prompt, professional and courteous service.”
Pamela Hoggard · PEH Financial Services · Public Google review