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B2B Sales Pipeline & CRM Strategy
Built and managed structured B2B sales processes covering lead generation, qualification, account development, follow-up and CRM pipeline management.
The focus was on providing clear visibility across opportunities and creating repeatable systems that move prospects from initial enquiry through to active, repeat trade customers.
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Thinking about moving from Excel or Google Sheets to a CRM? Don’t migrate the problems with the data.
Before choosing or configuring a CRM, I usually check five things:
• Does every active lead have a clear owner?
• Is there always a defined next action?
• Are follow-up dates consistently tracked?
• Are lead statuses clear and used consistently?
• Could another team member understand the spreadsheet without asking for help?
If several answers are “no”, the problem may not be the CRM yet — it may be the workflow behind it.
A CRM works much better when the sales process is clear before migration starts. I created a free CRM Readiness Self-Check for small teams that want to identify these gaps before investing more time or money in a CRM.
If you’re currently working from spreadsheets and considering a CRM, comment “CHECK” or send me a message and I’ll send it to you.
#CRM #CRMReadiness #SalesOperations #RevOps #WorkflowOptimization #GoogleSheets #Excel #BusinessProcess
Designed and developed a modern Shopify e-commerce store for Real&Co, a contemporary fashion and lifestyle brand.
The project focused on Shopify store design, e-commerce website design, product page design, collection setup, intuitive navigation, and mobile responsive design.
The goal was to create a clean, premium online shopping experience with strong product presentation, clear user flow, and a consistent brand identity across the storefront.
great work!
Gadget Shopify Dropshipping Store | Full Build & Setup
Built and structured a Shopify dropshipping store focused on tech gadgets, combining a modern storefront design with product setup, catalog configuration, and customer email automation.
Key Implementations:
• Sourced and imported products through CJ Dropshipping
• Set up and customized the Shopify theme for desktop and mobile
• Created a custom logo for the brand
• Designed the homepage and product-page layouts
• Configured Klaviyo email automation, including a signup pop-up, welcome flow, and post-purchase flow
• Configured discounts and related automation
• Optimized product pages and collections with an SEO-ready structure
Skills and Deliverables:
Klaviyo · Shopify Dropshipping · Shopify Website Design · Shopify Store Setup · Product Import · Shopify SEO
If it's most of the catalogue, exporting products to CSV and rewriting titles in bulk there beats doing it one listing at a time in admin. Worth checking image alt text on the same pass too, usually gets left at the supplier default for the same reason.