Janine Kristina HudsonAI implementation

Residential and commercial cleaning

CRM automation audit and technology plan

Audited all 210 CRM automations and sorted them into 7 categories.

Role: Ran the audit, wrote the plan and handled the monthly follow-through
When: May 2026 to present

Problem

The booking platform, CRM, website and marketing budget didn't talk to each other.

The account held an inherited set of automations that nobody could vouch for.

What I built

An inventory of every CRM automation, sorted by what it does and whether to keep, review, archive or delete it.
A written technology and marketing plan.
An analysis of 49 qualified leads from August 2025 to April 2026.
A phone-routing fix and a configuration audit of the booking platform the company already had.

Stack

HighLevel API
WordPress
Written strategy documents

Outcomes

Audited all 210 CRM automations and sorted them into 7 categories.
Only 20 were active marketing and operations workflows. The rest were a separate hiring system, holiday promotions, compliance, stalled drafts, unused placeholders or junk.