Work with Me

CRM and Workflow Management

• Build out the structure for your automated workflows for lead engagement and nurturing campaigns

• Administer CRM systems (Infusionsoft, GoHighLevel) to segment audiences, create workflows, funnels and execute complex workflows

• Build, test, and optimize automations to ensure seamless integration with existing processes

No-Code Automation with Zapier

• Design and implement custom automation workflows using Zapier to connect various apps and systems

• Create multi-step Zaps that automate repetitive tasks and improve operational efficiency

• Test and monitor workflows to ensure they run smoothly, troubleshoot and resolve automation errors

• Third-party service integration with CRMs, email marketing systems, and project management software