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I will design your complete marketing automation and CRM strategy


About this gig
Looking to turn your marketing automation into measurable customer growth?
I'll help you design a data-driven CRM & retention strategy that converts users into loyal customers through structured journeys, personalised engagement, and actionable insights.
With over 7 years of experience across MarTech, automation, and analytics, I've helped brands streamline their CRM workflows using tools like HubSpot, Braze, MoEngage, Salesforce, and CleverTap. My approach combines strategy and data, ensuring every campaign, event, and journey aligns with your business goals.
Here's what you'll get:
- Audit of your existing CRM or automation setup
- Retention strategy and journey framework
- User segmentation, KPIs, and lifecycle mapping
- Channel and tool recommendations (email, push, WhatsApp, web)
- Actionable roadmap for implementation
Whether you're scaling your CRM stack or building your first automated journeys, I'll help you create a system that delivers real retention and lifetime value.
Extras available: post-project consultation, KPI dashboards, schema review, and journey mockups for deeper insights.
Gig milestonesNEW
Choose to pay for your project per milestone by only paying when it’s time to start a new one or decide on a 1-time payment.
- Basic Package.
- 1st Milestone: Video meetup2-day delivery · No revisions$50Pay now
We'll meet (Zoom) to discuss your project.
Onboarding Questionnaire - 2nd Milestone: Strategy Audit5-day delivery · 1 revision$70Pay later
I'll conduct an analysis of your business marketing strategy, performance, channels, and budgets.
Strategy Audit
These are the steps we’ll follow to complete your project.
Get to know Abhay
- FromIndia
- Member sinceMar 2021
Languages
English, Hindi
FAQ
Do you also implement the CRM setup?
I focus on strategy, design, and measurement planning. Your team executes the implementation, but I can review it as an add-on.
Which platforms do you work with?
I specialize in HubSpot, Braze, MoEngage, Salesforce Marketing Cloud, CleverTap, and similar MarTech tools.
Can you create strategies for multiple websites or regions?
Yes. I tailor frameworks for multi-site or multi-region setups. A volume discount can apply for large projects.
Is post-project support available?
Yes, you can select “Consultation Call” or “Journey Mockups” from the Gig Extras for continued support after delivery.
