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AI & Automation

I build the systems that
make practices scale.

Automated lead pipelines, client onboarding, content production, and operational infrastructure for professional services firms. Built and proven inside a 20-year immigration advisory practice.

Work With Me See What I Build

I didn't start in tech.
I started in immigration.

My grandparents migrated to New Zealand in the 1990s. I moved with my mum in the early 2000s. Temporary visas, years of uncertainty, the long road to residence. I lived the immigration process before I built a career advising on it.

Today I'm a fully licensed immigration adviser (IAA #202300030) operating under NZ Immigration Help Service Ltd, a family practice with over 20 years of operation and 18,000+ clients assisted.

But running a professional services practice taught me something else entirely: the operational side of advisory work is full of bottlenecks that technology can eliminate. Manual lead triage. Repetitive client comms. Invoice admin. Content production that takes days when it should take minutes.

So I started building. AI lead scoring. Automated email flows. Code-built websites. Invoice pipelines. Content systems. Everything I deploy runs inside a real practice first. If it works there, it works anywhere.

Immigration Advisory

I still actively advise on New Zealand immigration: skilled workers, employers, students, partners, and families. If you're looking for visa help, everything starts at NZIHS.

NZ Immigration Help Service
20+
Years of practice (NZIHS)
18,000+
Clients assisted
NZ + PH
Dual-country operation

Most professional services firms are good at the work
and completely manual in everything around it.

Operational infrastructure
for professional services.

I help small firms automate what slows them down: lead qualification, client onboarding, content production, invoicing, and internal workflows. Every system below was built to solve a real problem in a real practice.

Systems
AI
CRM
Ops
Web
Data
Lead Qualification
AI-powered scoring that grades every enquiry in real-time and routes them into the right sequence. No manual triage, no leads slipping through.
Live: Claude API + Make.com pipeline grading 1,200+ leads with personalised routing
📧
Client Nurture & Onboarding
Automated sequences that move prospects from first touch to paid engagement. Confirmation flows, payment reconciliation, bilingual delivery.
Live: Brevo engine, 1,200+ registrations across four cities, zero manual confirmation
🌐
Web Properties
Code-built websites on modern infrastructure. No templates, no page builders. Fast, mobile-first, and designed to convert.
Live: Three Vercel-deployed sites, mobile-first, sub-second load times
📊
Content Production
Automated pipelines that turn source material into multi-platform content. Strategy, scripting, and distribution across four channels.
Live: Policy document to publish-ready video package in a single session
💰
Invoicing & Billing
Send a message, get a draft invoice. Automated extraction, creation, and push to your accounting system.
Live: Telegram message to Xero draft invoice, minutes reduced to seconds
🎯
Conversion Funnels
Full-stack acquisition architecture: content to lead capture, scoring, nurture, booking, and engagement. Diagnosed and optimised at every stage.
Live: Full pipeline from first touch to signed engagement, AI-scored and automated

Tech Stack

Make.com Claude API Brevo Tally Stripe Xero Vercel HTML / CSS / JS Cursor + Claude Code Notion Cal.com Google Drive
Who This Is For
Immigration advisers, accountants, lawyers, financial advisers, recruiters: any small professional services firm where the operators are too busy delivering to build the systems that would let them scale. I've been there. I built my way out of it.

Every system on this page is live and running
inside a real practice.

From bottleneck
to infrastructure.

You tell me what's manual, what breaks, and what doesn't scale. I build the system that fixes it.

01 — Audit
Map the current state
Walk through your workflow end to end. Where are leads coming from? What happens after first contact? Where do things get stuck, dropped, or duplicated? What's taking your time that shouldn't be?
02 — Architect
Design the system
Choose the tools, map the data flow, define the triggers and routing. You get a clear blueprint before any building starts. No scope creep, no guesswork.
03 — Build
Deploy and test
Build the automations, connect the integrations, deploy the infrastructure. Test with real data before anything goes live. If it doesn't work reliably, it doesn't ship.
04 — Iterate
Monitor and improve
Nothing is set-and-forget. Track what's working, identify failure points, optimise continuously. Systems get better over time, not just at launch.

Systems I've built and shipped.

Everything here is running in production, not a prototype or a concept.

AI + Automation
Lead Scoring and Client Pipeline
Claude API integration via Make.com grades every inbound enquiry A/B/C in real-time, routes into personalised Brevo sequences with voice note scripts, and syncs to Google Contacts. From form fill to first adviser touchpoint, fully automated. Built on top of a multi-stage funnel architecture spanning eligibility assessments, webinar registrations, and consultation booking.
1,200+ leads scored and routed, zero manual triage
Campaign Infrastructure
Philippines Seminar Series
End-to-end campaign infrastructure for a multi-city seminar series across Manila, Quezon City, Rizal, and Isabela. Automated registration flows, confirmation sequences, GCash payment reconciliation, and bilingual comms, all managed through Brevo and Make.com with zero manual processing.
2.5 million impressions, 1,200+ registrations, fully automated campaign management
Web + Content Systems
Code-Built Sites and Content Pipeline
Hand-coded websites and landing pages deployed on Vercel with mobile-first design, scroll animations, and conversion-focused funnel architecture. Paired with an AI content pipeline that turns policy documents into publish-ready video packages, social posts, and email content across four platforms.
Sub-second load times, zero platform fees, source document to multi-platform output
Operations + CRM
Practice Operations Infrastructure
Centralised Notion hub for lead management, client tracking, internal SOPs, and staff onboarding across a dual-country practice. Integrated with Telegram-to-Xero invoice automation that eliminates manual billing: one message creates a draft invoice, extracts client details, and pushes to accounting for review.
Single operational source of truth, invoice creation reduced from minutes to seconds

What's eating your
team's time?

Tell me about the manual work slowing your practice down. I'll review it and come back within 48 hours with an honest assessment of what can be automated.

Based in
Auckland, New Zealand
Email
pat@patweischede.com
Working with
Professional services firms