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Fiverr Pro
English
$
USD
I will set up CRM and workflow automation
Architecting high converting systems through design and automation
With 10+ years in high-stakes logistics and property coordination, I don’t just design—I build the "digital engines" that power businesses. I bridge the gap between premium aesthetics and technical ef...
About this Gig
Are manual data entry, disconnected apps, and dropped leads slowing you down? Lets replace the daily chaos with a streamlined digital engine.
As an Operations Architect and CRM Specialist, I design and build automated backend systems that connect your marketing directly to your daily workflowssaving you hours each week and ensuring no lead is ever left behind.
What I Can Do For You:
- CRM Setup & Architecture: Custom visual sales pipelines, layout design, and contact tracking (HubSpot, GoHighLevel, Pipedrive).
- Workflow Automation: Seamlessly connecting your forms, calendars, sheets, and databases via Zapier or Make.
- Lead Funnel Optimization: Automated intake captures, instant team notifications, and instant auto-responder sequences.
- Data Migration: Clean, pixel-perfect bulk importing and native database mapping.
Why Work With Me?
- Systems-Driven: I don't just patch errorsI build frameworks to prevent them.
- Data Integrity: High focus on database organization, security, and zero lead leakage.
- No Tech Jargon: Complex tech ecosystems explained in simple, layman's terms.
Please send a message before ordering so we can map out your tech stack and find the perfect package for your workflow!
Software:
HubSpot
My Portfolio
FAQ
1. What info or access do you need from me to get started?
To begin, I will need access to the platforms you want to use (such as GoHighLevel, HubSpot, or Zapier). Don't worry if you don't have them configured yet—we will map out your current workflow during our initial message or kick-off call, and I can guide you through the initial setup steps.
2. Do I need to buy subscription plans for Zapier or Make before hiring you?
Not necessarily. Free plans work for basic tasks, but complex features like multi-step workflows, webhooks, or premium apps require a paid subscription. I will review your needs and recommend the most budget-friendly plan.
3. Can you migrate my data from an old CRM or messy Excel spreadsheets?
Yes, absolutely. I specialize in backend data migration and native database mapping. I will clean up your existing lists, remove duplicates, organize your contact fields, and bulk-import them into your new CRM system with pixel-perfect accuracy so you don't lose any historical client data.
4. What happens if an automation breaks down the road?
Every workflow is thoroughly tested for data integrity. The Premium Package includes custom dashboard tracking and a 1-hour team training session. I also provide a post-delivery support window to fix any immediate technical glitches.
5. Can you build custom landing pages to link straight to my CRM?
Yes. I design high-converting landing pages and intake forms that feed directly into your CRM. The moment a lead submits their details, it instantly triggers your backend pipelines and automated follow-up sequences.
