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Creatives on Contra have earned over $150M and we are just getting started
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CRM complexity grows quickly when systems, data and processes stop working together.
ChargedEV partnered with me to simplify and modernise its CRM ecosystem while supporting the company’s continued growth.
The business was operating across multiple HubSpot portals and several disconnected systems, which had created duplicate processes, fragmented customer data and unnecessary manual work.
My role was to help turn that environment into a single, scalable CRM platform.
I consolidated two HubSpot portals into one environment, managed the migration from HubSpot Enterprise to Professional, redesigned the CRM architecture, and migrated and validated business-critical data.
From there, I built automated workflows for sales and operational processes, created custom reports and management dashboards, and connected HubSpot with systems including Jira, Confluence, WooCommerce, Aircall, Calendly, Typeform and Companies House.
The engagement ultimately covered 670+ pieces of CRM work, spanning migration, automation, reporting, integrations and ongoing optimisation.
The result was a much more connected CRM ecosystem, with cleaner data, fewer manual processes and a stronger foundation for the business to continue scaling.
Projects like this are a good reminder that CRM transformation isn’t simply about moving data from one system to another. The real value comes from simplifying the architecture and making the different parts of the business work together.
Strong systems thinking here—consolidating the CRM and validating the migration, rather than just moving data, is what makes the work genuinely scalable.
CRM SaaS Platform — Product, Design & Frontend
Owned research, design, and frontend build for a multi-tenant CRM platform plus its blog/SEO strategy.
Full-cycle ownership of a B2B CRM SaaS product: competitor research and scoping, complete UI design from scratch, and a production Next.js/React/TypeScript frontend built on a typed API layer shared with the backend team. Also drive the product's content and SEO strategy.
#Next.js #React #TypeScript #Product Design #UI/UX
#Tailwind CSS
Building the frontend on a typed API layer shared with backend is the part that keeps a solo full-cycle build from turning into duplicated contracts down the line - worth more than the UI polish.
I automated my entire customer onboarding process using one n8n workflow.
Dropping the ball on day one costs you lifetime customers.
You close a deal. The client is excited.
Then your team forgets to send the welcome package.
Or you pay a customer success manager $70k a year to manually trigger emails and update the CRM.
It is a slow, expensive bottleneck.
I stopped relying on human memory for week-one operations.
Here is exactly what this architecture executes:
→ Data Capture: A webhook catches the new signup and validates the client info.
→ Instant Action: It builds the HubSpot profile and alerts the team via Slack.
→ Time-Delay Sequences: Welcome email instantly. Docs at hour 2. Check-in at day 1. Success guide at day 3.
→ The Loop: It updates the CRM status the moment onboarding is complete.
Here is the ROI:
→ Zero manual admin work for your team
→ Flawless, professional first impressions
→ Week-one client churn dropped to absolute zero
If you want to work with me to build a similar automation in your business, I have a few spots open in my calendar this month.
Book a call here
