Lumos Reporting Dashboard
A custom reporting platform: ads, GA4, CRM and revenue in one place, refreshed daily.
- Ads + GA4 + CRM
- Workers
- Supabase
- Dashboard
I turn a team's pains and ideas into working systems: AI workflows, CRM automations, integrations and reporting. The result: a lead or a booking becomes a contract, a payment and a report on its own. HIPAA-compliant acupuncture, hotels, rentals, real estate, cleaning, mortgage compliance, ministries.
Scroll the storyCustom-coded websites, Lovable builds, WordPress, Webflow and Squarespace, built to be found and to convert. Visitors arrive from Google and from social platforms like Instagram and Facebook, and GTM + GA4 records every visit and the source it came from.
Commission-free direct booking on IGMS, OwnerRez and Cloudbeds, patient booking on Jane App, IDX listings for real estate. A lead funnel for every service. Whatever the visitor wants, there is one clear next step.
GoHighLevel becomes the hub. The moment a booking lands, follow-ups, reminders, newsletters and updates go out on their own, with opt-in consent, one-click opt-out and HIPAA-minded messages where patient data is involved.
Every client can have their own custom dashboard: Meta Ads, Google Ads, GA4, CRM email, revenue and any custom source in one view, refreshed automatically every morning. Automated tests check every day that the book button still works.
Agents, multi-step prompt workflows and Claude or ChatGPT automations, wired into your CRM and tools through webhooks and APIs.
Every enquiry lands in the right pipeline with instant SMS, email and call follow-up, whether it's a home seller, a cleaning quote or a B2B consultation.
n8n, Make, Zapier or custom APIs between your CRM, payments and the apps you already use, so nobody copies data by hand.
Your own custom dashboard: ads, analytics, CRM and revenue side by side in SQL, refreshed automatically.
Booking on your own site, then confirmations, reminders, contracts, payments and refund rules handled automatically.
Automated tests on booking and contact flows, with alerts before a customer ever notices something's wrong.
Every pain or idea goes on one prioritized backlog with an owner, dependencies and a success measure.
I talk to the people who do the work, map the workflow step by step, and find the data it needs and where that data lives.
I write down what “done” means before anything is built, so everyone agrees on the result.
If Claude, ChatGPT, GoHighLevel, n8n or Make can do it, I build it. If it needs an engineer, I write a clear spec and stay accountable for the outcome.
QA, documentation and training for the team that will use it, so it actually gets adopted.
A number on a dashboard tells us whether it worked, and what to fix next.
Real client sites and the automation behind each one. Open a card to see the problem, what I built, and what the same setup would do for your business.
A custom reporting platform: ads, GA4, CRM and revenue in one place, refreshed daily.

An Overland Park, KS clinic: new website, online booking and appointment reminders.

Commission-free booking that confirms, contracts and charges guests on its own.

A Claude-powered voice agent on my PC, phone and watch, reachable securely from anywhere.

Two book-direct brands for giant group estates, with the whole booking automated.

Houston brokerage: IDX listings, a funnel per service and custom CRM integrations.

Luxury villas in the Caribbean and South Florida, booked direct on OwnerRez + GHL.

B2B mortgage compliance firm: paid search into one clear action, a free evaluation.

Commercial cleaning across Quebec and Ontario, built to turn searches into estimates.

Certification, education and the STR Hospitality Summit, sold and followed up in GHL.

A 21-room hotel in an 1896 building, taking reservation requests before it opens.

A Chandler, AZ chaplaincy ministry with courses, events, donations and a store.
Six independent Sedona hotels on four platforms, each with booking, tracking and reporting set up end to end.
Tell me what your team still does by hand. On a short call I'll map what can run on its own.
Pick a time on my calendar ↗