I will provide expert consultation team training on email marketing CRM
CRM Automation Specialist and Email Marketing Expert
Level 2
Has met high performance criteria and has a proven track record for meeting client expectations.
About this Gig
Struggling with CRM chaos? Emails going unread? Team not on the same page? Let's fix that!
I'll help you master CRM & email marketing so you can stop guessing and start getting results.
Whether you're a solopreneur, a business owner, or managing a team, I'll show you what works in a way that's easy to understand (and even fun!).
Package 1: CRM & Email Marketing Power Hour
- 1-hour consultation call to discuss your current email marketing and CRM setup.
- Personalized recommendations to improve efficiency.
- Quick tips & best practices
Package 2: Deep Dive + Custom Strategy Plan
- 1-hour brainstorming session to understand your business, sales process, and CRM needs.
- Another 1-hour strategy session where I present a tailored CRM & email marketing plan based on insights.
- A comprehensive process documentation with a detailed strategy, workflows, and best practices.
Package 3: CRM Training for Your Team
- Four (4) 1-hour training sessions for your team on CRM usage & best practices.
- A custom process documentation guide, so team members can refer back when using CRM features.
- Live Q&A during each session to ensure your team is confident in managing the CRM.
Software:
Zoho
Industry:
Nonprofit
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Real estate
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Software
My Portfolio
FAQ
What exactly do you offer in this gig?
I provide expert consultation and training on email marketing and CRM to help businesses improve their marketing, automate processes, and manage leads effectively. Whether you need a strategy, setup, or team training, I’ve got you covered!
Who is this gig for?
This gig is perfect for entrepreneurs, small business owners, marketing teams, and sales professionals looking to optimize their email marketing and CRM systems for better results.
I don’t have a CRM yet. Can you help me choose the right one?
Absolutely! I’ll assess your business needs and recommend the best CRM for you, ensuring it aligns with your sales and marketing goals.
Can you train my team on using a CRM?
Yes! My Premium Package includes four (4) in-depth training sessions to ensure your team confidently uses the CRM, plus a process documentation guide for future reference.
What CRMs do you specialize in?
I have expertise in Zoho CRM, Keap, HubSpot, GoHighlevel, Monday CRM, Pipeline Pro, Pipedrive, and other top platforms. If you're using a different CRM, message me to check compatibility.
My email open rates are low. Can you help?
Yes! I’ll analyze your email marketing strategy and guide you on improving open rates, avoiding spam filters, and increasing engagement.
What’s included in the strategy documentation?
For the Standard & Premium packages, you’ll receive a detailed strategy guide covering workflows, automation, segmentation, and best practices customized for your business.
How interactive are the training sessions?
All sessions are live, hands-on, and interactive with real-time Q&A, so you and your team can apply what you learn immediately.
Can you help me automate my email and sales process?
Yes! I specialize in setting up email automation, lead nurturing, and follow-up sequences so you can save time and convert more leads.
Can I choose the date and time for my session?
Yes! Once you place an order, I’ll send you a booking link where you can choose a date and time that works best for you. My schedule is flexible, so you can book at your convenience!
2 reviews for this Gig
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Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
T theartbyjigs

United Kingdom
Hema was amazing in understanding my business and in creating a strategic plan to help decide the best CRM for my business. I am grateful to Fivver to have recommended her services and will be using her again in the future for sure.
$50-$100
Price
3 days
Duration
Helpful?B 
bradhurlock572

United States
I've been working with this seller for several months now and I fully plan on working with her again in November.
$200-$400
Price
4 days
Duration
C 
Seller's Response
Helpful?
2 reviews for this Gig
| (2) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
T theartbyjigs

United Kingdom
Hema was amazing in understanding my business and in creating a strategic plan to help decide the best CRM for my business. I am grateful to Fivver to have recommended her services and will be using her again in the future for sure.
$50-$100
Price
3 days
Duration
Helpful?B 
bradhurlock572

United States
I've been working with this seller for several months now and I fully plan on working with her again in November.
$200-$400
Price
4 days
Duration
C 
Seller's Response
Helpful?

