Lead & CRM systems
Lead capture, CRM structure, routing, follow-up and customer context across yacht sales and service enquiries.
High Seas Yachting
Systems work across yacht sales, charter and brokerage operations.
I’ve worked with High Seas Yachting since 2023 across different CRM, automation, integration and digital-system projects. The work has involved connecting and improving parts of the business rather than forcing everything into one platform.
ONGOING SYSTEMS WORKHigh Seas YachtingSince 2023
01GoHighLevelCRM, lead management and workflow automation
02ZapierCross-platform handoffs and automation
03Google WorkspaceSheets, operational data and internal workflows
04RunnerrWider yacht operations environment
05Forms & data flowsLead, broker and event information capture
One business, several systems
The work changes depending on which part of the operation needs attention.
High Seas Yachting operates across yacht sales, charter, management and related services. That means the useful system is not one giant replacement platform. It is a set of connected processes where each tool keeps the job it is best suited to do.
Selected workstreams
Different projects. One operating environment.
The public view focuses on safe, representative parts of the work rather than exposing internal yacht, client or operational data.
Broker onboarding & processes
Forms, field structure, data handling and workflows supporting broker operations and onboarding.
Zapier & cross-platform automation
Connections between GoHighLevel, Google Workspace and other systems where information needed to move or trigger another action.
Campaign & event workflows
Lead capture, assignment, notifications and follow-up around campaigns and industry events.
Runnerr & wider operations
Audit and systems analysis around Runnerr, connected data flows and how future CRM work should support rather than duplicate the operational platform.
Runnerr & wider architecture
Understand what already has a clear operational role before adding another CRM layer.
As HSY’s operational environment expanded, my work also involved understanding how Runnerr and the surrounding systems fit together. That included auditing existing processes, integrations and data flows so future CRM or automation work could support the yacht operation without duplicating systems that already had a clear operational role.
ARCHITECTURE PRINCIPLEPreserve the right source of truth. Connect around it.
What this work demonstrates
Long-term systems work is often about improving the connections, not replacing everything.
The relationship provides proof across both implementation and ongoing systems thinking.
Multi-year relationshipOngoing work since 2023.
Cross-platform implementationCRM, automation, forms, Zapier, Workspace and other connected tools.
Operational contextWork spans more than lead follow-up. It touches brokerage and wider yacht operations.
System-boundary disciplineExisting operational systems are not duplicated without a reason.
Work With Me
Have several systems that need to work together more clearly?
Tell me what the business is trying to do, what is already in place and where the handoffs are getting difficult. I’ll start by understanding the current environment.
Tell me what you’re working on Back to selected work