01
Operational Excellence & Project Delivery
Improve how work is planned, tracked, and delivered through clearer workflows, accountability, visibility, and project management systems.
Operational Excellence • Business Systems • Automation • Growth
Systems That Connect Growth to Execution.
I help growing businesses improve operations, project delivery, CRM, and automation by designing practical systems that connect people, processes, and tools.
Platforms I Build With
About
About Carlo
I'm Carlo Nuguid, an Operations & Growth Systems Consultant with 15+ years of experience in IT project management, implementation, and operations.
I help growing businesses improve operations, project delivery, CRM, and automation by designing practical systems using tools such as ClickUp, GoHighLevel, Make.com, and Google Workspace.
My focus is simple: build connected systems that improve visibility, execution, and operational excellence.
Services
Services
02
Business Systems & CRM
Design and implement practical systems for managing leads, customers, workflows, and internal processes using platforms such as ClickUp and GoHighLevel.
03
Automation & Integrations
Connect tools and automate repetitive processes using platforms such as Make.com, ClickUp, GoHighLevel, and Google Workspace to reduce manual work and improve consistency.
04
Growth Systems & Funnels
Build lead generation, booking, and sales systems that connect marketing activity with CRM, follow-up, and operational execution.
Featured Work
Featured Work
Selected projects that connect lead generation, booking, CRM, and operational execution into complete workflows.
Lead generation and qualification
CVN Digi Solutions — Lead Funnel
A lead-generation funnel designed to capture, qualify, and route prospects into a structured CRM process. The system connects lead capture, follow-up, pipeline visibility, and discovery-call booking into one workflow.
Designed — GHL Implementation Pending
VIEW LIVE FUNNELComing soon
CLINIC CONSULTATION BOOKING & FOLLOW-UP
Lupa Scale — Booking Funnel
A B2B booking funnel designed to help clinic owners and managers schedule a Clinic Growth & Systems Consultation with Lupa Scale. The system connects consultation booking, contact capture, confirmation, reminders, and structured follow-up to create a clear journey from initial interest to a scheduled consultation.
B2B Portfolio Project — GHL Implementation Pending
VIEW LIVE FUNNELComing soon
PROPERTY MANAGEMENT SALES FUNNEL
CVN Digi Solutions — Property Management Sales Funnel
A sales funnel concept designed to guide property owners and landlords from understanding the property management offer to taking the next step toward becoming customers. The funnel connects service positioning, inquiry capture, sales qualification, CRM opportunity tracking, and structured follow-up to support the sales process.
Internal CVN Concept — GHL Implementation Pending
VIEW LIVE FUNNELComing soon
HR operations and recruitment management
ClickUp HR / Recruitment Management System
A structured ClickUp HR system designed to centralize recruitment, employee records, onboarding, benefits, and HR requests in one connected workspace. The setup improves visibility, standardizes key processes, and gives the team a clearer way to manage employee information and HR operations from hiring through the employee lifecycle.
Actual ClickUp Implementation — Sanitized Portfolio Showcase
EXPLORE CLICKUP SERVICESComing soon
Systems / Workflow Capability
Systems / Workflow Capability
A connected path from growth activity to operational execution and clear visibility.
01
Growth
Lead generation and sales activity.
02
CRM
Leads, contacts, and opportunity management.
03
Operational Excellence
Workflows, accountability, and visibility.
04
Project Delivery
Planning, tracking, and execution.
05
Automation
Connected tools and repeatable workflows.
06
Reporting, Dashboards & Visibility
Clear information and business visibility.
How I Work
How I Work
01
Discover
Understand the business, current workflows, pain points, priorities, and operational gaps.
02
Design
Map the right process, system structure, and workflow before building anything.
03
Build
Configure the tools, CRM, project systems, forms, dashboards, and workflows around the approved design.
04
Automate
Connect platforms and automate repetitive steps to improve consistency and reduce manual work.
05
Optimize
Review performance, refine the system, and improve visibility, usability, and execution over time.
Certifications & Training
Certifications & Training
ClickUp
- ClickUp Certified Expert
- ClickUp Admin
- ClickUp Advanced AI
Make.com
- Make Intermediate
GoHighLevel / GHL Champs
- GHL Champs — In-Depth HighLevel Mentorship
- GHL Champs — AI Funnel Automation Specialist Bootcamp
Artificial Intelligence
- AI Training & Applied AI Capability — ChatGPT, Claude, Gemini, and AI-assisted workflow design
Professional Credential
Registered Civil Engineer
Let's Connect
Find the Gaps. Clarify the Priorities. Improve the System.
Book a 30-minute discovery call to discuss your current operations, systems, and workflows. We'll explore your biggest challenges, identify opportunities for improvement, and see how I can support your business.
30 minutes · Google Meet
Discovery call