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English
$
USD
I will audit and automate your CRM and marketing data workflows
Data Analyst for Dashboards RFM and Excel Automation
I help retail, hospitality and e-commerce businesses turn Excel and CSV data into clear dashboards, customer segments and practical business decisions. I specialize in sales reporting, KPI dashboards,...
About this Gig
Do recurring CRM exports, audience preparation or marketing reports still require copying, matching, filtering and checking the same files every time?
I will audit one defined workflow, remove unnecessary steps and build a file-based automation according to your package.
AUTOMATION OPTIONS
- Clean, standardize and deduplicate CRM exports
- Match customer, transaction and campaign files
- Apply supplied eligibility, exclusion, tag or segment rules
- Create campaign-ready audiences, logs and QA summaries
- Refresh recurring marketing reports
- Use AI-assisted classification when suitable
DELIVERABLES
- Current and improved workflow
- Excel, Power Query or Python solution according to package
- Documented rules, validation checks and run guide
- Time and cost savings estimate
Ideal for small businesses and teams that repeatedly prepare CRM exports, campaign audiences or recurring reports.
SCOPE: One Excel/CSV workflow. Full CRM setup, campaign strategy, email/SMS sending, paid ads, complex APIs and production AI agents are excluded.
Message me before ordering with a sample structure. Remove names, emails, phone numbers and every field not needed for the workflow.
Technology:
Excel
•
Python
•
VBA
My Portfolio
FAQ
What type of workflow is a good fit?
A recurring process using structured Excel or CSV files, such as cleaning CRM exports, matching customer and transaction files, applying supplied audience rules, validating records and creating repeatable outputs.
What is included in the Basic package?
Basic is an audit only. You receive the current process map, bottlenecks, automation opportunities and a high-level time/cost savings estimate. It does not include a working automation.
What can be built in Standard or Premium?
Standard covers one simple input-to-output automation. Premium supports a small workflow with up to two source files, one rules or lookup file, more checks and up to three agreed outputs.
Which tool will you use?
Excel, Power Query or Python, depending on the files, rules, refresh frequency and preferred handover. AI-assisted classification is used only when useful, safe and agreed.
Can you connect directly to a CRM or API?
Live CRM and API integrations are not included in the standard packages. This gig focuses on exported Excel/CSV workflows. Live integrations require separate feasibility and security scoping.
Do you create or send the marketing campaign?
No. The standard deliverable prepares and validates agreed data outputs. Campaign strategy, creative work, email/SMS sending, paid ads and platform administration are outside scope.
Do I need to share personal customer information?
No unnecessary personal information is required. Replace names, emails and phone numbers with non-identifying IDs whenever possible and remove every unused field before sharing data.
How is the time or cost saving calculated?
The estimate compares time before and after the redesigned workflow, multiplied by how often it runs and an hourly cost you approve. It is an operational estimate, not a guaranteed result.
Will the automation make business decisions for me?
No. The workflow applies the rules and checks that we agree. You remain responsible for approving business rules, consent requirements and the final use of every output.
