I build the working layer between a business and the tools it already owns.

AI systems consultant with 20+ years in enterprise IT. I turn operational requirements into tested workflows, search and answer-engine visibility, borrower and lead interfaces, CRM automation, voice-agent handoffs and client-ready applications.

[email protected]LinkedInKansas City, Missouri
Carlos Boyd
20+years in enterprise IT
115GHL workflows audited
17pipelines mapped in one live environment
5engagements featured

01 / Selected client work

Client systems with the status stated plainly.

Each example separates what shipped from what remained at demo, architecture or integration stage.

01

Mortgage technology · Private client work

Regional mortgage lender

Intelligent Borrower Interface
Demo + architecture

Built the borrower-facing platform demo, then mapped a backend-agnostic integration approach for Encompass and ICE Mortgage Technology.

The production integration was deferred while the client evaluated mortgage AI vendors. The work remained at demo and architecture stage; no production or borrower-outcome claims are made.

View project details

The production integration was deferred while the client evaluated mortgage AI vendors. The work remained at demo and architecture stage; no production or borrower-outcome claims are made.

Borrower portalEncompass / ICEIntegration architecture
02

Insurance · Medicare and life

Independent insurance agency

Lead Capture, CRM and Voice AI
Delivered

Connected single-premium life and Medicare lead generation to mapped CRM fields, follow-up workflows and a voice agent so qualified prospects move from form submission to a booked conversation.

Work includes the lead form, nine-stage pipeline, a turning-65 Medicare guide campaign, lead-capture funnel, follow-up logic, state eligibility and client-side voice-agent review and testing.

View project details

Work includes the lead form, nine-stage pipeline, a turning-65 Medicare guide campaign, lead-capture funnel, follow-up logic, state eligibility and client-side voice-agent review and testing.

Life insuranceMedicarePaid social + CRMVoice AI
03

Financial services · Production system

Financial services firm

Branded Funnel and Lead-Handling Layer
Delivered

Built the production website, booking path, calculator, compliance foundation and CRM lead-capture layer around an existing voice AI system.

Scope covered landing pages, CRM verification and integration, forms, A2P 10DLC approval, paid-social retarget infrastructure, content assets, hosting and the schedule-first funnel. The original voice system was delivered before the handoff.

View project details

Scope covered landing pages, CRM verification and integration, forms, A2P 10DLC approval, paid-social retarget infrastructure, content assets, hosting and the schedule-first funnel. The original voice system was delivered before the handoff.

Web buildCRMA2P 10DLCPaid socialVoice AI integration
04

Youth sports · Brand and content partner

Youth sports club

Brand Identity and AI Content System
Delivered + active

Built the club identity from scratch, logo, shield marks and colour system, then stood up the content operation around it: calendar, AI-assisted video production, nurture automation and social scheduling.

Club owners rarely have time to run social media and AI tools themselves. The brand work gave the club a consistent look across kit, signage and social. The content system then handles planning, video cuts, follow-up and scheduling, so the channels post on a plan instead of whenever somebody finds a spare hour.

View project details

Club owners rarely have time to run social media and AI tools themselves. The brand work gave the club a consistent look across kit, signage and social. The content system then handles planning, video cuts, follow-up and scheduling, so the channels post on a plan instead of whenever somebody finds a spare hour.

Brand identityContent calendarAI video productionNurture automationSocial scheduling
05

Available engagement · KC metro

Speaking and workshops

Hands-On AI Workshops
Available

Hands-on AI workshops for chambers, libraries and business groups in the Kansas City metro. Plain-English AI, built around the tools already in the room.

Sessions are built to run hands-on rather than as a lecture, so a room works on its own accounts and leaves with one working improvement instead of a page of notes.

View project details

Sessions are built to run hands-on rather than as a lecture, so a room works on its own accounts and leaves with one working improvement instead of a page of notes.

Live workshopPlain-English AIKC metro

02 / Operating proof

Working systems, operating evidence and practical teaching.

Build the system. Test the handoffs. Document what the next person needs.

01

Selected presentation · July 30, 2026

GrowthHub365 GHL Walkthrough

Booked to lead a live, nontechnical walkthrough showing content creators how to use Claude with tools already included in their GrowthHub365 GHL account. Framework: Describe, Draft, Design, Deploy, Debrief.

View live-session listing
02

Live environment snapshot · July 7, 2026

GHL Operating-System Audit

Audited an active Apex GHL environment containing 115 workflows and 17 pipelines, documented workflow gaps and reduced pipeline clutter to five working boards.

03

Completed · July 6, 2026

Native Caller-Name Enrichment

Built a GHL-native workflow that uses Twilio Lookup to enrich unknown callers with caller-name and line-type data without Make.com or a local server.

04

Strategy + operating framework

SEO, AEO and GEO Visibility Architecture

Built a search engine optimization, answer engine optimization and generative engine optimization framework covering local intent, quick answers, crawlable pages, schema, citation consistency, Google Business Profile signals, reviews and measurement across Google, ChatGPT, Gemini and Perplexity.

03 / Experience

2024–Present · Kansas City, Missouri

Apex Resolution / Carlos Boyd Consulting LLC

Founder and AI Systems Consultant
  • Builds AI, CRM, voice, lead-capture and follow-up systems for service and financial-services businesses.
  • Turns scattered operational requirements into documented workflows, tested integrations, search-visible content and working client-facing tools.
  • Leads platform audits, SEO/AEO/GEO visibility strategy, compliance implementation, client training and technical delivery across GHL, Vercel, Cloudflare, Meta and Twilio.

July 2022–October 2023 · Overland Park, Kansas

Diabsolut

Consultant
  • Gathered and defined business requirements with clients and end users, then configured Salesforce to match how the work actually ran.
  • Configured Salesforce Nonprofit Success Pack, built end-user training and process documentation, and delivered against user stories in an Agile team.

January 2022–July 2022

Technopath

Salesforce Consultant
  • Built Pardot dynamic lists, lead segmentation rules and campaign reporting, and partnered with developers to turn requirements into system design.

May 2021–October 2021 · Overland Park, Kansas

SnapIT Solutions

Salesforce Administrator
  • Configured settings, page layouts, permissions and user support processes, and ran data audits to reduce duplicate records.

January 2021–January 2022 · Overland Park, Kansas

DLH Salesforce Consulting Services

Salesforce Consultant
  • Simplified complex systems for business users and acted as the layer between automation and real-world decision-making.

November 2016–December 2019 · Kansas City, Missouri

Federal Reserve Bank of Kansas City

IS Technical Specialist IV
  • Supported business-critical systems, release management, application migration and operational reliability in a highly controlled environment.
  • Led Scrum work migrating a major operational system from the Philadelphia Reserve Bank to Kansas City, and supported U.S. Treasury payment-processing operations.

May 1997–December 2016 · 19 years

Sprint

Network Systems Support Administrator
  • Maintained 99.9% availability of operational measurement data for wireless network teams, and developed the operating discipline now applied to small-business systems.

04 / Client perspective

“Prompt, professional and courteous service.”

Pamela Hoggard · PEH Financial Services · Public Google review