Building Smarter Business Systems
That Automate, Convert & Scale
I build CRM, high-converting funnels and websites,
intelligent automation, and seamless integrations
to help businesses capture more opportunities, improve
conversions, streamline customer journeys, reduce
manual work, and support scalable growth.
Smarter Automations. Optimized Conversions. Scalable Growth.
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HOW I WORK
The GEARS Method
My Approach To Building Smarter Systems.
Gather
Understand the goals, systems, & challenges.
Engineer
Design & build the
right systems.
Automate
Automate workflows & integrate systems & AI.
Refine
Validate & optimize system performance.
Scale
Enhance & expand systems for growth.
GATHER → ENGINEER → AUTOMATE → REFINE → SCALE
WHAT I CAN DO
Systems & Solutions For Growing Businesses
01
CRM Architecture
CRM Setup
Pipelines
Opportunities
Custom Fields
Tags
Lead Life Cycle
02
Customer Journeys
Lead funnels
Booking
Sales funnels
Websites
Landing &
Thankyou pgs.
03
Workflow Automation
Lead nurturing
Follow-ups
Reminders
Appointment
Payment recovery
04
Integrations
Zapier, Make, n8n,
APIs & Webhooks
Cross-platform automation
05
AI Automation
Workflow intelligence
Customer support
AI Assistants & Conversational AI
06
Process Optimization
Customer journey mapping
Workflow improvement
SOP development
PROJECTS
Systems Built to Solve Real Business Challenges
Explore how CRM architecture, funnels, workflows, automation, and customer journey
design come together to solve different business challenges.
Fitness Coaching · Lead TO Booking Automation
Peak Performance Fitness & Nutrition Coaching
Lead Magnet → Nurture → Booking → Assessment → Sales
A connected lead-to-booking system designed to capture prospects by a
lead magnet, nurture interest, drive assessment bookings, and
automatically recover missed opportunities.
Tags: Lead Funnel, CRM Pipeline, Booking Automation, No-Show Recovery
Industrial Automation BUSINESS · Assessment Booking System
Optimum Controls & Integration - Industrial Automation Solutions
Lead → Booking → Confirmation → Assessment → Follow-Up → No Show → Recovery
A CRM and appointment automation system designed to manage industrial
prospects from initial interest through assessment booking, follow-up, and recovery.
Tags: Opportunity Pipeline, Reminders, Rebooking, Lead Lifecycle
AI / SaaS · Sales & Payment Automation
My Win AI - SaaS
Sales Offer → Checkout → Payment → Recovery → Onboarding
An automated sales and payment journey designed to manage
successful purchases, abandoned checkouts, failed payments,
recovery, and customer onboarding.
Tags: Multi-Plan Checkout, Payment Recovery, Onboarding
More case studies added regularly — this section is built to expand.
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ABOUT ME
Engineering Systems. Automating Business. Scaling Succees.
I'm Sherwin V. Malaluan, a Business Systems & Automation Specialist, backed by 20+ years of engineering, technical, and operational experience across industrial & manufacturing operations, oil & gas, electrical & controls, project management and technical support. My professional background also extends to real estate, insurance, and health & wellness businesses, giving me exposure to both technical and customer-focused business environments.
This foundation shaped my systems-thinking approach: understand the process, identify bottlenecks, engineer the right solution, test critical paths, & continuously improve—so every part of the business works together effectively.
I specialize in GoHighLevel CRM, business process automation, funnels and websites, workflow automation, integrations, APIs, webhooks, and AI-powered solutions—building connected systems that help businesses capture opportunities, streamline operations, improve customer journeys, reduce manual work, and
support scalable business growth.
Engineering → Systems Thinking → Automation → Business Growth
LET'S BUILD SMARTER SYSTEMS
Ready to Put Your Business in GEARS?
Let’s turn manual processes, repetitive tasks, and missed opportunities into connected, automated systems built for greater efficiency, better customer experiences, and sustainable growth.
Schedule a 30-minute discovery call
Email: [ADD EMAIL ADDRESS]
LinkedIn: [ADD LINKEDIN URL]
Location: Philippines · Available Worldwide
Availability: Remote · Freelance · Contract · Full-Time
Systems Thinking. Smarter Automations. Scaling Success.
© 2026 Sherwin V. Malaluan. All Rights Reserved.