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Revenue Recovery & Lead Audit System: A forensic tracking system designed to identify, audit, and rescue "forgotten" leads. By mapping out the lead lifecycle and identifying gaps in the current funnel, this system recovers potentially lost revenue and re-engages prospects that have previously slipped through the cracks.
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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.
YOUR DASHBOARD MIGHT BE LYING TO YOU.
Not because Power BI is wrong.
Because the data underneath it is.
A beautiful dashboard built on messy data doesn't create better decisions.
It creates confident mistakes.
Duplicates.
Missing values.
Inconsistent names.
Broken formats.
Multiple Excel files.
Numbers that don't agree.
Then someone adds a few colorful charts, calls it "analytics," and moves on.
I don't work that way.
I take the mess first.
RAW DATA → CLEAN → TRANSFORM → MODEL → ANALYZE → POWER BI → INSIGHTS
I work with Excel, CSV and business datasets to:
→ Clean and validate messy data
→ Transform data using Power Query
→ Combine multiple files and sources
→ Build data models and DAX measures
→ Create interactive Power BI dashboards
→ Identify trends, KPIs and business insights
→ Build reporting workflows that are easier to refresh and maintain
Because a dashboard shouldn't just look impressive.
Every KPI should answer a question.
Every visual should have a purpose.
And every number should be trustworthy.
That's the service I'm offering.
If your business data is sitting across messy Excel files, CSVs or scattered spreadsheets, I can turn it into:
Clean Data → Clear Analysis → Interactive Power BI → Better Decisions
You bring the data.
I'll find what it's trying to say.
📊 Power BI Dashboard & Data Analytics
Now available for freelance projects on Contra.
I actually 99.99% agree,
Furthermore Outliers removal is part of cleaning datasets we choose to begin a project, Descriptive statistics is a key for detection
Here is what most people do when their website isn't converting.
They change the colors. They swap the hero image. They rewrite the headline three times. They add a new section. They move the CTA button.
And nothing changes.
Because the problem was never the design. It was the clarity.
Most small business homepages fail to convert not because they look bad, but because they don't answer the one question every visitor is silently asking in the first five seconds: is this for me?
I wrote a full guide on exactly why this happens and what to do instead. No design changes required.
Read it here: berniceebenezer.com/blog/the-real-reason-most-small-business-homepages-dont-convert