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$
USD
I will set up your CRM and design a customer onboarding process
Samia
About this gig
I'll help you build a clean, organized CRM and a customer onboarding process that actually keeps people engaged past day one.
With 5+ years managing B2B SaaS accounts end-to-end onboarding, adoption, retention I've built these systems for real companies, not just studied them. I know what gets ignored in a messy CRM, and what a new customer actually needs to see in their first week to stick around.
What I can help with:
- CRM audit and cleanup (HubSpot, Salesforce, Freshsales, Zoho)
- Custom onboarding flow design
- Account health tracking templates
Tell me your current setup and what's not working, and I'll take it from there.
Get to know Samia
Samia
I help businesses manage clients and tell their story
- FromIndia
- Member sinceAug 2026
Languages
Hindi, English, Arabic
Hi, I'm Samia!
5+ years in sales, customer success, and account management, with a creative side in content writing, copywriting, and presentation/brochure design. I keep my services focused rather than offering one big catch-all package, so you always know what you're getting and I can actually go deep instead of spreading myself thin. Not sure which service fits your need? Just message me.
My Portfolio
FAQ
Which CRMs do you work with?
HubSpot, Salesforce, Freshsales, Zoho, and Pipedrive.
Do you need admin access to my CRM?
Yes, for the cleanup and setup packages — view/edit access is enough, no need for full admin rights.
Can you build this for a non-SaaS business?
Yes — onboarding and CRM structure principles apply broadly, though my deepest experience is B2B SaaS.
