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$
USD
I will automate your CRM and manual business processes
Chad
About this gig
Manual handoffs are where leads die: the form nobody routed, the follow-up nobody sent, the status nobody updated. I automate the boring, breakable parts of your CRM and business processes.
6 years of Salesforce experience. I build inside your accounts - Salesforce, HubSpot, or whatever CRM you run - so nothing leaves your systems: lead routing, appointment processes, notifications, task creation, approvals, status changes, CRM handoffs, scheduling logic, customer follow-ups, webhook-driven processes.
Basic: an honest review of one workflow with a recommended automation and what it would save. Standard: one automation designed and implemented. Premium: a multi-step workflow, built end to end.
If the automation you want can't be built with your data and process, I say so before starting - never after.
Get to know Chad
Chad
Business Systems, Automation and IT Specialist, Salesforce and AI
- FromUnited States
- Member sinceOct 2026
- Avg. response time10 hours
Languages
English
I'm Chad, a Business Systems, Automation & IT Specialist. My strongest specialty is Salesforce — Flow automation, troubleshooting, org audits, and reporting — and I also automate CRM/business processes, set up practical AI workflows with ChatGPT and Claude, and troubleshoot Microsoft 365 and business IT problems. Every service I offer has a fixed deliverable and price: no open-ended hours, no surprise scope. I personally scope, build, test, and deliver every order, and I'm happy to explain exactly how AI tools fit into my process if you ask.
FAQ
What do you need from me to start?
The exact problem or outcome, access via your own accounts (collaborator/admin invite — never your password), and any files or examples tied to the issue. I confirm scope with you before work starts.
What if my problem is bigger than the package?
I'll tell you plainly before I start. Bigger work becomes a gig extra or a custom quote — you'll never be charged for scope you didn't approve.
Do you use AI tools?
Yes, where they help — including ChatGPT and Claude — and I personally review, test, and stand behind every delivery. Happy to walk through my process.
What do I actually receive?
Basic is a written review naming the workflow, the recommended automation, and the time or errors it should save. Standard and Premium include the automation built inside your accounts, plus a short note on what changed.
What if the automation I want can't be built?
I'll tell you before I build anything - either the closest version your data and process support, or what would need to change to make it possible. You don't pay for automation that can't exist.
