Christy McDadeUpwork
Automation SpecialistPortfolioPage 01

Christy McDade

GOHIGHLEVEL • AI AUTOMATION • WORKFLOWS

Turn your follow-up into a system you can count on.

I help businesses connect their CRM, lead capture, and follow-up through GoHighLevel and practical AI automation—so fewer tasks depend on someone remembering to do them.

Discuss Your Project on UpworkExplore My Work
Christy McDade, GoHighLevel and AI automation specialist

Clear workflows. Connected tools. Easier daily operations.

Automation SpecialistAbout MePage 02

  1. Who I am

    I'm an entrepreneur, digital marketing strategist, and software platform founder with hands-on experience in business operations, CRM systems, workflow automation, and digital solutions.

  2. What I do

    As the owner of CMG Digital Marketing, I work with entrepreneurs and businesses to simplify marketing, organize customer relationships, and improve daily operations. I'm also the founder of Lead Social, a CRM and content management platform designed to help relationship-based businesses manage contacts, track follow-ups, organize content, and streamline business activity.

  3. What to expect

    I bring both a business owner's perspective and hands-on technical experience to every project — developing software solutions, connecting business tools, building automated workflows, and using AI to reduce repetitive tasks.

  4. Background

    I've served businesses in health and wellness, direct sales, digital marketing, and service-based industries, focusing on practical systems that save time, improve communication, and make daily operations easier.

Christy McDade

Hi, I’m Christy.

Automation SpecialistServicesPage 03

Build the systems behind your next stage of growth.

Whether you need a new setup, a workflow repair, or better connections between your tools, I help turn the process into something your team can use.

01

GoHighLevel Setup & Optimization

Organize your CRM around the way your business works.

  • Contact organization, tags, and custom fields
  • Pipelines and opportunity stages
  • Forms, surveys, and calendars
  • Lead assignment and internal notifications
  • Account cleanup and workflow improvements

02

Automation & Workflows

Give every new lead a clear next step.

  • Lead capture and routing
  • Email and SMS follow-up
  • Appointment reminders
  • Onboarding sequences
  • Follow-up tasks and pipeline updates

03

AI Automation

Put AI to work on specific, useful tasks.

  • AI-assisted lead intake and qualification
  • Conversation summaries and internal handoffs
  • Draft responses for team review
  • Knowledge-based inquiry support
  • Connections between AI tools and business workflows

04

Funnels & Integrations

Connect the journey from first click to follow-up.

  • Landing pages and funnels
  • Forms connected to CRM workflows
  • Booking journeys
  • Webhook connections
  • Integrations using [confirmed tools]
Automation SpecialistSelected WorkPage 04

Selected works.

See how the systems come together — a closer look at the problem, the workflow, and the finished setup.

GoHighLevel workflow builder for the Lead Capture & Follow-Up demo projectConsultation pipeline in the CRM with sample contacts

01 — Demo Project

Lead Capture & Follow-Up System

Industry: Service-based businesses

Consultation booking page with a discovery call calendarBooking reminders and new client onboarding workflows in GoHighLevel

02 — Demo Project

Appointment Booking & Onboarding

Industry: Coaches, consultants, and service-based businesses

AI-assisted inquiry review dashboard with team review and CRM handoff steps

03 — Demo Project

AI-Assisted Business Workflow

Industry: Service-based businesses

Automation SpecialistSuccess StoriesPage 05

Results that speak for themselves.

Sample scenarios that show how an organized system changes the day-to-day — before and after.

01

Real Estate

From scattered inquiries to organized follow-up

Before
A sample real estate business tracks website inquiries through email and spreadsheets. Follow-up depends on someone remembering to respond, making it difficult to see which prospects still need attention.
Proposed after
A GHL workflow captures each inquiry, tags the contact, creates a pipeline opportunity, and alerts the assigned agent. An acknowledgment email starts the conversation, followed by a booking reminder if no appointment is scheduled.
  • Form-triggered acknowledgment and agent notification
  • One pipeline for tracking inquiries through to booked consultations

02

Coaching & Consulting

From back-and-forth scheduling to a clear booking process

Before
A sample coaching business arranges consultations through messages, manually sends reminders, and collects intake details separately. Preparing for each call requires checking several places.
Proposed after
A booking calendar lets prospects choose an available time. The appointment workflow sends confirmation and intake information, notifies the coach, and schedules a reminder. A separate onboarding workflow welcomes clients once their opportunity moves to Won.
  • Booking confirmation, intake link, and appointment reminder
  • New-client welcome sequence with an internal handoff task

03

Service Business

From repetitive inquiry review to AI-assisted preparation

Before
A sample service business manually reads every inquiry, summarizes the request, and writes a response from scratch. Team members must also copy important details into the CRM.
Proposed after
An AI-assisted process prepares a summary, suggests a service category, and drafts a reply. A team member reviews the content before approving the CRM handoff, follow-up task, and internal notification.
  • AI-prepared summaries and response drafts for team review
  • Reviewed inquiry details handed off to the CRM and assigned owner
Automation SpecialistProcessPage 06

From “we need a better process” to a working system.

  1. 1

    Understand

    We map your current process, tools, and priorities.

  2. 2

    Plan

    I outline the workflow, required connections, and project scope.

  3. 3

    Build & Test

    I configure the system and test the agreed scenarios, including exceptions and handoffs.

  4. 4

    Handoff

    You receive a walkthrough and practical instructions for using the setup.

Automation SpecialistClient FeedbackPage 07

Kind words from the people I’ve worked with.

A few notes from clients about what it’s like to work together.

Lisa, verified client“
I finally have time to serve my clients

A blessing behind the scenes

Lisa was juggling coaching, workshops, and a nonprofit until Christy stepped in with organization, follow-through, and heart, freeing her to focus on her mission.

Lisa

USA

Phyllis, verified client“
Every deliverable looks luxe and elevated

Peace, focus, and a beautiful business

Phyllis stopped doing it all herself. Now graphics, funnels, and her website are handled by a team that reads her vision before she finishes the sentence.

Phyllis

USA

Sally, verified client“
I couldn't run my business without Christy

From overwhelmed to fully supported

Sally went from long nights and doing everything alone to real structure, higher engagement, and a business that finally feels sustainable.

Sally

USA

Have a workflow you want to simplify?

Tell me what you’re trying to improve, which tools you use, and where the process gets stuck. We can discuss a setup that fits your business.

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