Adrian T.
CRM Automation Specialist
Anaheim, California
4
Years Experience
CRM Automation
Specialization
About
Adrian T. founded their firm in Anaheim, California to bring crm automation solutions to businesses of all sizes. With 4 years of hands-on experience, Adrian has helped dozens of companies automate their operations and increase revenue.
Expertise
Client Success Story
CRM Automation Overhaul for a Financial Advisory Practice
Redesigned the advisory firm's GoHighLevel CRM with automated client touchpoints, AI-generated review prep notes, and smart scheduling. Advisors saved 15 hours/week on admin tasks and increased AUM by $680K in the first year through better client engagement.
AI Agent Team
Adrian T. runs a team of specialized AI agents that work around the clock to deliver results.
TaskBot
Activity Automation Agent
Creates follow-up tasks, logs activities, and sends reminders to sales reps
PipelineAI
Deal Management Agent
Automatically moves deals through pipeline stages based on engagement signals
LeadScorer
Lead Scoring Agent
AI-powered lead scoring using firmographic data, behavior, and intent signals
DataEnrich AI
Contact Enrichment Agent
Automatically enriches CRM contacts with company data, tech stack, and social profiles
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