Razel Jane Urgel

I partner with founders, coaches, and service-based businesses who are overwhelmed by disconnected tools, manual follow-ups, and unclear client workflows — and need their operations to actually run without constant oversight.

My work focuses on 𝐝𝐞𝐬𝐢𝐠𝐧𝐢𝐧𝐠 𝐚𝐧𝐝 𝐦𝐚𝐧𝐚𝐠𝐢𝐧𝐠 𝐜𝐥𝐢𝐞𝐧𝐭 𝐨𝐩𝐞𝐫𝐚𝐭𝐢𝐨𝐧𝐬 𝐬𝐲𝐬𝐭𝐞𝐦𝐬, with 𝐆𝐨𝐇𝐢𝐠𝐡𝐋𝐞𝐯𝐞𝐥 𝐬𝐮𝐩𝐩𝐨𝐫𝐭𝐞𝐝 𝐛𝐲 𝐚𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧 and data tools where needed. The goal is simple: streamline workflows, improve visibility, and reduce operational chaos so leaders can focus on growth, strategy, and decision-making.

I don’t just execute tasks. I design systems, anticipate breakdowns, and take ownership of how work moves from 𝐥𝐞𝐚𝐝 → 𝐨𝐧𝐛𝐨𝐚𝐫𝐝𝐢𝐧𝐠 → 𝐝𝐞𝐥𝐢𝐯𝐞𝐫𝐲 → 𝐟𝐨𝐥𝐥𝐨𝐰-𝐮𝐩.

I work best in long-term partnerships where I can deeply understand the business, architect workflows that scale, and continuously optimize operations as the company evolves.

𝐇𝐨𝐰 𝐈 𝐂𝐫𝐞𝐚𝐭𝐞 𝐈𝐦𝐩𝐚𝐜𝐭

🔹 𝐂𝐥𝐢𝐞𝐧𝐭 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐨𝐧𝐬 & 𝐋𝐢𝐟𝐞𝐜𝐲𝐜𝐥𝐞 𝐒𝐲𝐬𝐭𝐞𝐦𝐬

Design and optimize GoHighLevel CRM pipelines and workflows

Build end-to-end client journeys (intake, onboarding, delivery, offboarding)

Improve follow-ups, visibility, and handoffs across teams

🔹 𝐖𝐨𝐫𝐤𝐟𝐥𝐨𝐰, 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧 & 𝐒𝐲𝐬𝐭𝐞𝐦𝐬 𝐀𝐫𝐜𝐡𝐢𝐭𝐞𝐜𝐭𝐮𝐫𝐞

Design automation logic that reduces manual work and decision fatigue

Integrate GoHighLevel with Airtable and Zapier for advanced tracking and reporting

Build SOPs and documentation so systems run without founder dependency

🔹 𝐑𝐞𝐯𝐞𝐧𝐮𝐞, 𝐃𝐞𝐥𝐢𝐯𝐞𝐫𝐲 & 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 𝐎𝐩𝐭𝐢𝐦𝐢𝐳𝐚𝐭𝐢𝐨𝐧

Design conversion-focused funnels and landing pages connected to CRM workflows

Build course and workshop delivery systems inside GoHighLevel

Improve customer experience through automated communication and clear processes

🔹 𝐓𝐨𝐨𝐥𝐬 𝐈 𝐃𝐞𝐬𝐢𝐠𝐧 𝐒𝐲𝐬𝐭𝐞𝐦𝐬 𝐈𝐧:

GoHighLevel | Airtable | Zapier | Dubsado | Mailchimp | ClickUp | Google Workspace

If you’re looking for a Client Operations & Systems Partner who can design, automate, and manage workflows that make your business easier to run — Let’s Talk!

Schedule a discovery call and let’s see if we’re a good fit.

👉Book here: https://calendly.com/urgelrazeljane/discovery-with-razel