I will zapier automation sales funnel setup customer journey mapping saas startups


About this gig
Every fast-scaling SaaS startup has one thing in common: nothing important happens manually.
You can have the best product in your space, but if lead capture, trial nurturing, and customer follow-up depend on someone remembering to do it, you're bleeding signups and revenue you'll never recover.
I build the automation infrastructure that runs your growth engine while you focus on the product.
What I deliver:
- Zapier automation connecting your CRM, email, Slack, and more
- Full sales funnel automation from lead capture to close
- Customer journey mapping with automated action at every touchpoint
- CRM workflow setup (HubSpot, Salesforce, Zoho)
- Lead generation automation that captures and routes leads instantly
- Email sequences timed to each user's stage
Task automation that cuts repetitive manual work
Whether it's Zapier, Make, or n8n, or mapping a new customer journey from signup to renewal, I build systems that scale with you instead of breaking when you grow.
Stop losing customers to manual gaps. Let's automate your SaaS growth machine.
Get to know danpatrick
Gumroad Setup Workflow Automation Expert
- FromUnited Kingdom
- Member sinceSep 2026
- Avg. response time1 hour
Languages
English, French
FAQ
Do you work with Zapier, Make, and n8n, or just one?
All three. I'll recommend the best fit based on your existing stack and budget, but can build in whichever tool you prefer.
What CRMs do you support?
HubSpot, Salesforce, Zoho CRM, and others depending on API availability. Let me know your CRM before ordering.
What is customer journey mapping, exactly?
It's identifying every stage a user goes through signup, trial, onboarding, conversion, renewal and building the automated action that should happen at each stage. Standard and Premium packages include this as a document plus the automation built from i
Can you connect my website or app to these workflows?
Yes, as long as your platform supports API access, webhooks, or a native Zapier/Make/n8n integration.
Do I need to already have a CRM in place?
No, I can help you choose and set one up as part of the project if you don't have one yet let's discuss scope before ordering.
How many workflows do I actually need?
It depends on your funnel complexity. Most early stage SaaS startups start comfortably within the Standard package's 6 workflows.
Will you write the email sequence copy?
Yes, email automation copy is included from Standard up, based on a short brief about your product and audience.
What if my automation needs are more complex than what's listed?
Message me with your requirements before ordering and I'll scope a custom package.
Do you provide support after delivery?
Basic testing and bug fixes are included within the delivery window. Ongoing management can be arranged separately.
What do you need from me to get started?
Access to your CRM, email tool, and any other platforms you want connected, plus a description of your current sales/signup process and where it's breaking down.

