01
Inquiry Collection
Bring inquiries from website forms and multiple lead sources into one centralized system. Automatically capture and organize incoming leads so every opportunity is accounted for.
Build a More Organized Coaching Business.
I help coaches and consultants organize their client journey with CRM systems and practical automation, starting with discovery calls that book, confirm and remind themselves.
- Booking Automation
- Smart Reminders
- Easy Rebooking
- LicensedNurse
- 4 yrsReferral coordination
- U.S.Clinic workflows
01 · About me
Healthcare discipline, applied to your client systems
I'm Johanna Marie Regenio, a CRM, AI & Automation Specialist who helps coaches and consultants turn interest into booked, confirmed and reminded discovery calls.
I'm a licensed nurse with four years of referral coordination for a U.S.-based clinic. My days meant processing referrals, keeping records accurate and making sure every handoff landed, because in healthcare a missed handoff means a patient waits.
Automation lets me build that same discipline into your business: bookings that confirm themselves, reminders that check the booking first, and one record you can trust. I start with your client journey, not the tools, then build the workflow around it.
1
Clear handoffs
No step is finished until the next person has what they need.
2
Accurate records
Notes clear enough for anyone on the team to pick up.
3
Careful testing
Every path checked before it goes live, including the exceptions.
02 · Services
Less manual work. Better-organized client journeys.
Streamline your business operations with connected workflows that simplify processes, improve efficiency, and help your business grow.
02
Contact Validation
Keep your database clean and accurate. Automatically check new leads against existing records using email addresses and phone numbers, flagging potential duplicates and preventing unnecessary entries.
03
Lead Pipeline Management
Keep all your lead information organized in one place. Automatically store contact details, lead sources, statuses, and notes in a structured CRM or spreadsheet for easier tracking and management.
04
Client Engagement
Stay connected with every potential client without relying on manual follow-ups. Send automated welcome messages, schedule reminders, and maintain consistent communication throughout the lead journey.
05
Appointment Scheduling
Simplify the booking process by connecting lead information with your calendar. Automatically create appointment events, attach relevant contact details, and keep your team informed of scheduled conversations.
06
Workflow Automation
Eliminate repetitive administrative tasks by connecting the tools your business already uses. Automate data transfers, record updates, notifications, and other routine processes so your team can focus on more valuable work.
03 · Skills & tools
The technology powering every workflow.
A carefully selected combination of automation platforms, business tools, and process analysis to create connected systems that simplify operations and support business growth.
Platforms
- n8nWorkflow orchestration and automation
- Google SheetsData organization and lead tracking
- Google CalendarAppointment coordination and scheduling
- GoHighLevelCRM, contact management, and client communication
Core Capabilities
- Workflow Design & AutomationBuilding structured, trigger-based workflows that connect applications and eliminate repetitive tasks.
- Business Process AnalysisEvaluating existing operations, identifying inefficiencies, and determining where automation can deliver the greatest impact.
04 · Featured project
Discovery Call Booking System
Two n8n workflows power the booking calendar on this page: one reads my calendar for open times, and the other handles every booking, reminder and cancellation after that.
Workflow 2 · Booking Handler, full canvas
Executions · Nov 12, 10:16:09 · Succeeded in 1h 13m
How it works
- 01A visitor picks a day
The Availability Checker reads my Google Calendar and returns free 30-minute slots in their time zone.
- 02They book a time
The Booking Handler gives the booking an ID, creates the event and invite, saves the record and sends a confirmation.
- 03Reminders check first
A day before and an hour before, the workflow reads the record. Still booked? The reminder goes out.
- 04Plans change
The reschedule link removes the event, marks the record Cancelled, stops the reminders and sends a rebook email.
Limitations: built and tested with test bookings only. No real client has used it yet, so no business results are claimed.
05 · Book a call
Pick a time that works for you
Book a free 30-minute discovery call. Share how clients find you today, and we'll spot the first part of your journey worth automating. Times are shown in your own time zone.
Rescheduling booking ?
Click below to cancel your current booking. You can then pick a new time on the calendar.
Month
Available Monday to Friday, 9:00 PM to 3:00 AM Philippine time. Times are shown in your time zone.
Your time zone: —
Choose a day
Pick an open day on the calendar to see available times.
Your name and email are used only to schedule this call and send its confirmation and reminders. They're kept in my booking records and never shared or sold.
06 · Contact
Let's organize your client journey
Tell me where bookings slip through today. We'll talk about what a calmer, more reliable system could look like for you.
Websitejohannamarieregenio.com