Lead operations, connected

Automation systems that turn incoming leads into real progress.

I build reliable automation systems for lead qualification, customer messaging, appointments, CRM workflows, and internal operations.

From the first website submission to WhatsApp qualification, appointment booking, reminders, and CRM handoff — designed as one connected system.

n8nWhatsAppCRMSchedulingInfrastructure

What I build

Three systems, one connected customer journey.

Each system works on its own — and becomes more valuable when it shares the same data, rules, and conversation context.

01

WhatsApp Lead Qualification

A configurable lead qualification system that turns form submissions into structured WhatsApp conversations and CRM-ready data.

  • Campaign-specific questions
  • Natural-language conversations
  • Lead status and state tracking
  • CRM and email handoff
See how the workflow works
03

Campaign Configuration Studio

A customer-friendly control layer for managing campaign questions, messages, appointment rules, reminders, templates, and runtime configuration without editing workflows.

  • Customer and admin views
  • Safe configuration publishing
  • Campaign deep cloning
  • Runtime validation
Explore the principles

One connected lead journey

From first click to operational handoff.

Instead of combining isolated automations, I design the complete path from submission to qualified lead, appointment, and operation.

  1. 01Landing pageLead intake
  2. 02WhatsAppQualification
  3. 03AppointmentScheduling
  4. 04Follow-upSafe reminders
  5. 05CRM & emailOperational handoff
Selected systemCase study

Configurable WhatsApp Lead Qualification Platform

Problem

A campaign needed to turn landing-page submissions into structured WhatsApp conversations while supporting appointments, reminders, CRM updates, and different campaign configurations.

Approach

Workflow logic was separated from campaign configuration, with a published runtime layer, conversation-state guards, appointment routing, and reminder safety checks.

Campaign-driven qualificationReal slot proposalsCustomer-configurable messagesCRM and email integrationConversation testing

How we can work together

Services for systems that need to stay reliable.

Automation Architecture

Design workflow boundaries, state management, data models, runtime configuration, and failure strategies before complexity becomes expensive.

n8n Workflow Development

Build production-oriented workflows for messaging, CRM, scheduling, email, and internal operations.

Workflow Audit & Stabilization

Review broken routing, duplicated sends, inconsistent state, unsafe reminders, fragile connections, and data-write problems.

CRM & Messaging Integration

Connect landing pages, WhatsApp, Airtable, Notion, email, and internal workflows into one operational process.

Automation Testing

Build repeatable conversation and workflow tests for the paths that matter most to your customers and team.

Engineering principles

Built for more than the happy path.

01

Configuration over duplication

Campaign differences belong in configuration, not copied workflows.

02

One authoritative conversation state

Qualification, appointments, and reminders must agree on the current customer context.

03

Safety before sending

Messages are checked for eligibility before they reach the customer.

04

Observable and testable workflows

Workflow behavior should be measurable and reproducible, not only manually tested.

About Alex

Technical depth, made operational.

Gellert-Innovation is where automation design meets practical engineering: connected systems with clear rules, useful configuration, and a focus on the situations that usually break first.

Technology, grouped by purpose

Automation n8n · Webhooks · scheduled jobs

Customer operations Twilio WhatsApp · email · appointment workflows

Data & configuration Airtable · Notion CRM · structured runtime contracts

Infrastructure Linux · Docker / Podman · TLS · monitoring

Start a conversation

Have a lead process that deserves better than a collection of disconnected tools?

Let’s map the workflow, identify the fragile points, and build the next reliable step.

Discuss a project