Gian McCoy

Marketing Automation Services in Los Angeles

Marketing Automation · Local Visibility · Reporting & Analytics · CRM & RevOps

Marketing automation services set up the CRM, email, and workflow systems that capture leads and follow up automatically. Based in Los Angeles and available nationally, I build HubSpot and GoHighLevel implementations, CRM setups, and email automation so your business stops losing leads to slow or manual follow-up.

Senior-level Marketing Technology execution — without the overhead of a full-time hire. Whether you need a GoHighLevel agency account built from scratch, a Looker Studio dashboard pulling live data from five sources, or a Make workflow that turns a form fill into a fully-sequenced outreach chain, this is the kind of work I do and the level at which I do it.

Marketing Automation

GoHighLevel (GHL)

GoHighLevel is the platform I use for clients who need a full marketing operating system — not just a CRM, not just a funnel builder, but an integrated stack for lead capture, pipeline management, automated outreach, reputation management, and client communication. I work across the full GHL capability set.

Full agency account builds

Architecture from blank slate: pipeline structure, stage naming, custom fields, contact properties, user roles, and permission tiers designed for the actual business model.

Sub-account setup & management

For agencies managing multiple client brands under a single master account — clean sub-account isolation, branded domains, snapshot deployment.

White-label configuration

Custom domain, branded login portal, white-label email sending domains, SaaS mode setup for agencies reselling GHL to their own clients.

Automation workflows

Trigger-based sequences across SMS, email, voicemail drop, and internal task assignment; if/else branching for lead qualification routing; time-delay and behavioral trigger logic.

Funnel & landing page builds

High-conversion form-to-funnel flows, thank-you page routing, calendar booking integration, survey and multi-step form logic.

Pipeline & opportunity management

Deal stage configuration, opportunity automation (auto-create, auto-move, auto-notify), pipeline reporting setup.

Conversation AI

Initial bot configuration for appointment booking, FAQ response, and lead qualification handoff to human agent.

Reputation management

Automated review request sequences post-job or post-service; Google Business Profile review routing.

Make & Zapier

Automation that connects the tools you already use — without writing code. I design and build multi-step workflows for lead generation, inbound routing, data enrichment, and operational efficiency.

Cold Outbound

  • Multi-step cold email sequences (Apollo, Instantly, Smartlead) — domain warm-up, sequence timing, inbox rotation
  • Lead enrichment pipelines: contact → enrichment API → score/segment → CRM with deal auto-created
  • Reply detection routing: positive reply → remove from sequence → notify rep → create opportunity
  • Blacklist/suppression management before any sequence enrollment

Inbound Workflows

  • Form fill → CRM record → internal notification → acknowledgment sequence → rep task
  • Multi-source lead aggregation: Facebook, Google, LinkedIn, website forms → unified CRM with source tagging
  • Webhook-based routing: parse payload, apply conditional logic, route to pipeline, trigger sequence
  • Lead-to-calendar: warm inbound → calendar link → booking confirmation → pre-call reminder

Operational

  • Client onboarding: signed contract → folder creation → welcome email → onboarding form → team tasks
  • Reporting aggregation: weekly pull from GA4, HubSpot, Sheets → formatted summary to Slack or email
  • Invoice and payment: Stripe event → CRM update → internal notification → follow-up if unpaid

HubSpot CRM

Full-lifecycle HubSpot — from blank-slate implementation through ongoing multi-brand operations.

Pipeline architecture — deal stage design, property schema, ownership and routing rules, lifecycle stage configuration
Marketing automation — contact-based and deal-based workflow design; lead scoring models; list segmentation
Web lead integration — form-to-CRM API connections, field mapping, UTM parameter capture, source attribution
Trade show and event lead management — post-show CSV import workflows, source tagging, automated follow-up sequences
Reporting and dashboards — pipeline velocity, lead source attribution, conversion rates by stage
Migrations and data hygiene — contact deduplication, property mapping from legacy CRMs, suppression list management

AI Agent Development & Operations

Production agent system design for operators who want to own their infrastructure rather than rent it. The architecture pattern: deterministic-first rules handle the obvious decisions; LLM augmentation handles the residual where probabilistic reasoning earns its cost. Three production systems running on this model — the Lead Enrichment app, Job Agent, and the DEX Replay Engine.

Production Agent Systems

Full-stack agent system design across FastAPI backend, PostgreSQL schema, React frontend, and background worker infrastructure — built for a single operator at production scale without microservices sprawl.

FastAPI agent architecture

Repository/service/router layering, dependency-injected DB sessions, lifespan-managed background workers, request-correlation middleware, and unified rotating-JSON logging with four log files.

Agent registry pattern

Single source of truth for all agents, fetchers, writers, classifiers, and synthesizers — with auto-generated manifest refreshed after every meaningful change.

Deterministic-first filtering

Hard-gate exclusions and rules-based classifiers run before any LLM call. The model is invoked only on residual decisions where probabilistic reasoning earns its cost.

Background worker design

Specialized workers with SSE log streaming and cancel-flag support; thread-pool dispatch for sync-in-async work without blocking the FastAPI event loop.

PostgreSQL schema design

Multi-schema architecture, JSONB audit fields with append-only logging, Alembic migrations, materialized-view-backed OHLCV pipelines, and canonical-key deduplication patterns.

Testing & living documentation

pytest unit + e2e layers; SSE-streamed test runner UI; MASTER_GUIDE.md and AGENTS_MANIFEST.md maintained as first-class engineering artifacts.

LLM Cost Controls

Five compounding controls that keep LLM API spend observable and bounded — baked into the abstraction layer so every agent inherits them automatically.

  • Provider-agnostic LLM abstraction layer (BaseLLMClient ABC + ModelTier enum) — agents declare SIMPLE/MEDIUM/COMPLEX; one env var switches providers globally between Anthropic, OpenAI, Gemini, and Ollama
  • Tier-routed model selection: SIMPLE → Haiku 4.5, MEDIUM → Sonnet 4.6, COMPLEX → Opus 4.6, with per-tier override env vars
  • Input-hash deduplication on scoring calls (SHA-256) — identical reruns become cache hits without re-spending
  • Deterministic temperature=0.0 for classification calls — eliminates the cost of high-temperature retries on predictable decisions
  • Structured per-call logging — full cost observability from a single dashboard rather than five vendor portals

RAG Pipelines

Retrieval-augmented generation against a client knowledge corpus — so generated content cites real source material instead of confabulating.

  • pgvector embeddings stored in PostgreSQL (IVFFlat index) with top-6 chunk retrieval service
  • 0.45 cosine similarity threshold for chunk inclusion; graceful fallback that proceeds without RAG context when no chunks meet threshold
  • Chunking strategy, embedding model selection, and retrieval tuning against a corpus of client experience documents
  • RAG-grounded content generation anchored to real source material — eliminates confabulation in LLM-written outputs
  • Content-gap analysis pipeline: crawls sitemap.xml, ships topics to Claude with niche/audience/location context, upserts gaps by (site_id, keyword)

Self-Hosted n8n Workflow Automation

n8n on ARM64 Docker for operators who want production-grade workflow automation without n8n Cloud pricing or the vendor-lock of Make/Zapier. 11 workflows currently running in production.

ARM64 Docker deployment, container configuration, volume persistence, and environment variable management
Workflow design: trigger-based event routing, cron schedules, webhook receivers, error handling, and retry logic
Tick-based dispatch architecture: atomic API endpoints called by n8n cron every 1–2 minutes replace time.sleep()-based pacing — enabling clean cancel semantics and peak-hours gating
Integration with CRM (GoHighLevel), voice (Twilio), email (Microsoft 365 SMTP), and task management (Vikunja) infrastructure
Backup strategy: n8n workflow export automation, credential management, and disaster-recovery runbook
Operational monitoring: workflow execution logs, error alerting via Matrix, and credit/rate-limit observability

Local Visibility

Google Business Profile

GBP is the most underleveraged asset most local businesses have. A poorly managed profile costs ranking position, review credibility, and conversion on searches that are already in-market.

Setup & Optimization

  • Profile creation, claim, and ownership verification
  • Business category selection and secondary category strategy
  • Service area, service catalog, and product setup
  • Business description copy optimized for relevance signals
  • Photo strategy: quantity, category labeling, geo-tagged images
  • Q&A section seeding and NAP consistency audit

Ongoing Management

  • Monthly Google Posts: offers, events, updates
  • Review response management and escalation protocol
  • Review generation strategy with GHL/Make automation
  • Performance reporting: impressions, calls, direction requests
  • Competitive monitoring and local 3-pack position tracking

Google Local Services Ads

LSA is pay-per-lead, not pay-per-click — with a Google Guarantee badge that drives meaningfully higher conversion rates for home services, legal, and professional service businesses.

Account Setup

  • Business verification and Google Guarantee application coordination
  • Service category and job type configuration
  • Service area targeting — zip code and radius configuration
  • Budget guidance based on category, market, and lead volume targets

Ongoing Management

  • Lead review and dispute — recovering budget from invalid leads
  • Lead response time monitoring and operational recommendations
  • Weekly budget pacing and bid adjustment
  • Review accumulation strategy aligned with LSA ranking
  • Monthly performance reporting: leads, disputes, cost per lead

Analytics & Reporting

Looker Studio

I build Looker Studio dashboards that give you a live view of your marketing performance — pulling from Google's native data sources and third-party APIs so you stop exporting CSVs and building reports manually. I prefer API-based connections over manual CSV uploads or database queries. Dashboards are built for self-service use.

Data Sources

  • Google Analytics 4 — traffic, events, conversions, engagement
  • Google Search Console — impressions, clicks, CTR, position
  • Google Business Profile — search impressions, calls, direction requests
  • Google Local Services Ads — leads, disputes, cost per lead
  • Google Sheets — for manual input, CRM exports, ad hoc tracking
  • HubSpot (via API connector) — pipeline, contacts, email performance
  • Other REST APIs — if it exports JSON, I can connect it

Dashboard Types

  • Executive summary — KPIs for leadership: traffic, leads, pipeline
  • Channel performance — organic vs. paid vs. direct vs. referral
  • SEO / content — Search Console + GA4 combined; query clusters, rank movement
  • GBP + LSA local visibility — local search presence in one view
  • HubSpot pipeline — deal count/value by stage, velocity, source attribution
  • Multi-client agency — standardized template across client sub-accounts

Google Analytics 4 & Google Tag Manager

GA4 property setup and account structure — new implementations and UA migrations
Custom event tracking: form submissions, button clicks, scroll depth, video, e-commerce
Conversion goal configuration and audience definition
GA4 Data API access provisioning for Looker Studio and custom scripts
GTM container setup — trigger/variable configuration, custom HTML tags, DataLayer push
WooCommerce GA4 integration, enhanced e-commerce events, purchase funnel tracking

Email Marketing & Deliverability

  • SMTP setup — Post SMTP, Fluent SMTP, SendGrid, Mailgun, Office 365
  • Domain authentication — SPF, DKIM, DMARC, MX record configuration
  • Error diagnosis across multi-domain portfolios
  • MailChimp and HubSpot campaign configuration
  • GHL email sequences — nurture, post-purchase, re-engagement
  • Cold outbound via Make + Apollo/Instantly — domain warm-up, reply routing

SEO & Search Visibility

  • Technical SEO audits — SEMrush, Search Console, Core Web Vitals
  • Structured data (JSON-LD Schema.org) for rich results and AI engines
  • Yoast SEO configuration at scale across multi-site portfolios
  • Google Search Console — crawl errors, sitemap submission, performance
  • Content and keyword architecture for target queries
  • AEO — structuring content for ChatGPT, Claude, Gemini, Perplexity

Web Engineering

Selected services — full capability on the Expertise and Work pages.

  • WordPress operations — hosting management, performance, security
  • WooCommerce — store builds, payment gateways, GA4 tracking
  • Landing page development — event pages, lead capture, campaign builds

How to Engage

Project-based

Defined scope, fixed deliverable, one-time fee. Typical for GBP setup, Looker Studio dashboard build, GHL account build, or initial audit.

Retainer

Monthly recurring engagement for ongoing services. Typical for GBP management, LSA account management, HubSpot operations, or full MarTech support.

Fractional / Embedded

Part-time engagement as the marketing technology function for a business or agency that needs senior capability without a full-time hire.

No pricing is listed — scope and complexity vary enough that a conversation always makes sense first. Reach out through the Contact page or connect on LinkedIn.