Sales and operations automation

I design and deploy commercial systems with n8n, AI agents, custom CRM and technical SEO for B2B companies overwhelmed by inbound demand. Average implementation 4 days, with verifiable real-world numbers.

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JL Mercantil CRM — sales and operations automation by Frank Cardona

The problem I solve

Companies that already have demand

I work with companies already receiving leads from Meta Ads, web forms, calls or organic traffic — and yet failing to respond to them in an orderly way. Sales-and-ops automation isn't a tech trend: it's the only way to scale without hiring five more people just to answer messages.

At companies like JL Mercantil (technology and energy), I deployed an inbound bot, lead filtering and a custom Supabase CRM in four days. It now processes 400+ daily messages without operational collapse. The same architecture works in agribusiness, professional services, B2B trade and cultural projects.

Why companies hire me

I speak both the CEO's language and the server's. I understand Docker, Ollama, on-premise infrastructure and private LLMs — and I also understand branding, SEO and sales funnels. That mix is rare: most consultants only speak marketing and can't tell you what a container does. Engineers know servers but rarely know how to close a deal.

What's included

Processes I automate

Every project is tailored to your existing channels and operational volume. These are the most requested processes:

Automatic lead captureMeta Ads, web form, WhatsApp Business and inbound calls converge into a single traceable CRM.

24/7 AI service agentBot trained on your knowledge base. Filters by need, budget and urgency before handing off to a human.

Custom CRMFull traceability from entry → classification → follow-up → close. Built on Supabase or a bespoke stack.

Automatic bookingGoogle Calendar integration so qualified prospects can schedule meetings without human intervention.

Team notificationsReal-time alerts to the responsible rep when a lead moves stages or meets a trigger criterion.

Automated reportsDaily and weekly dashboards with real pipeline metrics so decisions are made with data.

Real metrics

JL Mercantil — 400 msgs/day handled in 4 days

A technology and energy company drowning in roughly 400 daily messages from Meta Ads. I designed a bot + Supabase CRM in four days, with an n8n workflow wired to OpenRouter AI, the WhatsApp Business API and team notifications.

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JL Mercantil CRM — automation case study by Frank Cardona

Frequently asked questions

What people ask the most

How long does sales-and-ops automation take?+

At JL Mercantil I tuned the full solution (bot + CRM + n8n flows) in four days. More complex implementations typically take 1 to 3 weeks depending on channel volume and the level of customization required.

Which processes can I automate in my company?+

24/7 WhatsApp lead handling, automated qualification, calendar booking, sales follow-up, proposal delivery, CRM updates, daily team reports and pipeline-stage notifications.

Do you work with small businesses or only large ones?+

I work with SMBs that already generate demand — from family-run companies running Meta Ads to mid-size firms juggling multiple channels. The criterion is operational saturation, not headcount.

What does sales-and-ops automation cost?+

Two engagement models: Grow Partner Setup (covers tooling + implementation) + small revenue-share on results, or turnkey (fixed price by milestones). The discovery call is free and the applicable range comes out of it.

Free diagnosis

30 minutes. A clear map of what to automate first.

Book a 30-minute strategy call via Google Meet. You'll walk away with a concrete plan — even if we don't end up working together.

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