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Fiverr Pro
English
$
USD
I will automate your CRM workflows and eliminate manual work
Juan B
About this gig
Stop losing time to repetitive work, disconnected tools, and missed follow-ups.
I design and build reliable AI, CRM, and workflow automation systems around your actual business process.
I can help automate:
Lead capture and routing
CRM follow-ups
Client onboarding
AI receptionist workflows
Forms connected to CRM systems
Notifications and task creation
Payment and invoice processes
Internal operations
Data movement between business tools
My service goes beyond connecting two applications. Depending on the package, I can review your current process, map the workflow, recommend the right tools, build the automation, test common and edge-case scenarios, add error handling, document the setup, and provide a clear handover.
Tools may include Zapier, Make, n8n, GoHighLevel, LeadConnector, Process Street, Google Workspace, webhooks, and supported APIs.
Please contact me before ordering so I can confirm the scope, required access, and best package.
Third-party subscriptions, software charges, messaging fees, and usage costs are not included.
Get to know Juan B
Juan B
AI Automation Support Virtual Assistant
- FromPhilippines
- Member sinceJun 2026
- Avg. response time1 hour
Languages
English, Tagalog
I am a professional with 7 years of experience in BPO operations, including customer service, technical support, and bank processing. For the past 2 years, I have specialized in AI and automation support, focusing on CRM workflows, prompt engineering, and documentation. I am skilled in tools like GoHighLevel, Zapier, and ChatGPT to optimize business processes.
FAQ
Can you repair or improve an existing automation?
Yes. I can review an existing workflow, identify errors or weak points, troubleshoot failed steps, and recommend or implement improvements. Please contact me first so I can review the scope.
What information do you need before starting?
I need an overview of your current process, the result you want, the applications involved, sample data if available, known problems, and the access required to build or test the workflow.
Are software subscriptions and usage fees included?
No. Third-party subscriptions, API usage, messaging fees, phone charges, and other platform costs are paid directly by the client.
Can you work with APIs and webhooks?
Yes, when the platform provides a supported and documented API or webhook. Complex custom development may require a separate quote after reviewing the technical requirements.
Will I receive documentation?
Yes. Documentation and handover materials are included according to the selected package. Additional SOP documentation can also be added as an extra service.
