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Automated CRM & Lead Engagement Pipeline
The Challenge:
Sales teams struggle with manual lead tracking across spreadsheets, leading to delayed follow-ups and missed business opportunities.
The Solution:
Developed an automated CRM pipeline on Make.com that monitors inbound lead data and drives real-time engagement:
Instant Lead Capture: Automatically scans Google Sheets for newly added lead rows.
Smart Data Routing: Passes data through custom filters to verify email validity and enforce business rules.
Database Updates: Keeps master CRM records perfectly synced and clean across systems.
Personalized Outreach: Triggers instant, tailored engagement emails via Gmail to convert prospects faster.
Tools Used: Make.com, Google Sheets, Gmail, Webhooks
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I help businesses build effective email marketing systems and automated workflows that capture leads, nurture prospects, and keep customers engaged without relying on repetitive manual tasks.
Zenith Industries — Integrated Three-Statement Financial Model:
Built a fully integrated, formula-driven financial model for Zenith Industries in Excel, designed so that changes to transactions, assumptions, or accounting entries automatically flow through the entire model.
The model connects the complete accounting and financial reporting process, with complex formulas and linked schedules ensuring that the financial statements update dynamically whenever the underlying inputs are changed.
Key Features:
*Structured Chart of Accounts
*Automated Journal Entries
*Formula-driven General Ledger
*Automated Trial Balance
*Integrated Income Statement
*Integrated Balance Sheet
*Integrated Cash Flow Statement
*Dynamic financial assumptions
*Interactive financial dashboard
*Cross-linked statements with automatic updates
*Built-in formulas and accounting logic to maintain consistency across the model
What makes this model different?
The model is dynamic rather than static. Changing an entry at the source automatically updates the relevant accounts, ledgers, trial balance, and financial statements. This creates a connected financial system that can be used for financial analysis, forecasting, scenario testing, and decision-making.
This project demonstrates advanced Excel financial modeling, accounting integration, formula development, and automation.
Title:
AI-Powered B2B Lead Research & Lead Management System
The Challenge:
Manual lead research can take considerable time, especially when businesses need to identify, organize, qualify, and continuously manage large numbers of potential prospects.
The Solution:
I designed an AI-assisted workflow for researching B2B prospects, organizing company information, summarizing lead insights, and maintaining a structured lead database. The workflow combines AI-assisted research with tools such as Google Sheets and automation platforms to reduce repetitive work and make prospect management more efficient.
The Results:
Faster prospect research
Structured B2B lead database
AI-assisted company and lead summaries
Improved lead qualification
Organized follow-up information
More efficient sales-research workflow
Skills: AI Automation • Lead Generation • Google Sheets • B2B Research • Data Analysis • Workflow Automation • Market Research
