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Yamil Morales

About

Seventeen Years, One Operator At The Keyboard

Where this started in 2009, how I work now, and the one filter I don't bend on.

2009.

My first client did all of his follow-up by hand. I built him a contact list, a drip sequence and a few triggers. His leads stopped going cold, his revenue went up, and I had found my work.

Seventeen years later the pattern holds. A business buys a CRM, the setup reaches ninety percent, and the last ten percent waits. That last ten percent is where the money is, and it's the part I build myself.

How I Work

I learn how your business makes money before I touch a tool: where leads come from, who follows up, what already works. Then I build on the CRM you already own, to a standard I'd put my name on, and simplify it until your team runs it without a manual. One operator from the first call to the handoff, in English or Spanish.

One filter I don't bend on: I only work with businesses I believe are good for the people they serve. It costs me projects, and I'll tell you where I stand on the first call.

17

Years since 2009

10

CRM platforms

Inside what you already own

13

Certifications

Keap, DigitalMarketer, Meta, Google

5

Frameworks

ACE · RAIN · TTT · GAIN+CAR · BLAST

2

Languages

English and Spanish

Certified by

Thirteen Credentials, Verifiable.

Keap Certified PartnerKeap Lifecycle Automation CertifiedKeap Lifecycle Marketing Foundations CertifiedKeap Prime Delivery: Email Delivery Foundation CertifiedDigitalMarketer Certified Funnel ExpertDigitalMarketer Content Marketing SpecialistDigitalMarketer Customer Acquisition SpecialistDigitalMarketer Customer Value Optimization SpecialistDigitalMarketer Digital Marketing StrategistDigitalMarketer Direct-Response Copywriting SpecialistDigitalMarketer Email Marketing SpecialistFacebook Certified Buying ProfessionalGoogle Ads Certified

The Tools I Actually Work Inside

CRM + Marketing Automation

  • HubSpot
  • Salesforce
  • Keap
  • Ontraport
  • ActiveCampaign
  • ClickFunnels
  • Pipedrive
  • Zoho
  • GoHighLevel
  • Monday
  • Notion

Automation + AI Tooling

  • ChatGPT
  • Claude
  • Midjourney
  • ElevenLabs
  • Make
  • Zapier
  • n8n
  • Custom GPTs

Where I've Done This Work

Hands-on, in real client accounts.

  • Online coaches + consultants

    Keap, Ontraport, ClickFunnels. Enrollment and nurture that reads like a person wrote it.

  • Info-product creators / digital courses

    ClickFunnels, ActiveCampaign, Keap. List nurture and fulfillment on schedule.

  • B2B SaaS (Seed to Series A)

    HubSpot, Salesforce. Lead scoring and pipeline reports that name the channel.

  • Professional services

    Pipedrive, HubSpot, Salesforce for legal, finance and insurance. Lead to booked call, automated.

  • Health + wellness (non-clinical)

    Keap, Ontraport, ActiveCampaign for coaching, functional medicine and fitness.

  • Cross-border / LATAM eCommerce

    ClickFunnels, ActiveCampaign, n8n running WhatsApp and SMS in both languages.

  • Franchise / multi-location service businesses

    HubSpot, Salesforce, GoHighLevel. One report, every lead routed to the right branch.

One More Thing

I also build FunnelEx, a funnel platform for service businesses. It has its own site; the coaching around it lives here, under Learn.

Visit FunnelEx

If You've Read This Far, You Already Know Enough

Bring your stack and your numbers. Forty-five minutes and a straight answer about fit.

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