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A well-organized CRM makes it easier to manage leads, follow-ups, and customer information.
For this practice project, I worked with HubSpot to organize:
• Contacts and companies
• Associations
• Leads and deals
• Pipeline stages
• Tasks and follow-ups
• Data cleanup and filtering
The goal was simple: keep information accurate, organized, and easy to manage.
Practice project created to demonstrate my CRM skills.
#CRM #HubSpot #VirtualAssistant #DataManagement #BusinessSupport
The network for creativity
Join 1.25M professional creatives like you
Connect with clients, get discovered, and run your business 100% commission-free
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Hi Contra! 👋 I'm Lisa, a marketing strategist and writer.
I spent 15+ years leading marketing in tech. Most recently that was at SoftwarePricing Partners, a consultancy that advises software and AI companies, where I built the brand and thought leadership program and grew inbound pipeline 70%. Before that, I was one of HubSpot's first 50 customers.
That background shapes how I approach every client: clear strategy, real data, and an early read on where marketing is heading, especially AI search.
Now I bring that to businesses of all kinds: brand and messaging, content, email, SEO, and making sure customers (and AI tools) can find you. And because I'm also a published feature writer, the words get done too.
Open to new clients. Say hi!
15 years in tech marketing is a long run. whats next for you?
Need someone who can generate leads, book appointments, manage your CRM, and provide excellent customer service? You've found the right person.
I bring 5+ years of experience helping businesses grow through outbound sales, lead generation, appointment setting, customer service, and relationship building.
My background includes working with:
State Farm Insurance
Property Management & Self-Storage
CBD Industry
Translation Services
Paramount Pursuits (Appointment Setting)
I am experienced with:
✅ GoHighLevel
✅ HubSpot
✅ Zoho CRM
✅ ActiveCampaign
✅ Monday.com
✅ Sales Outreach & Follow-Up
✅ Cold Calling & Appointment Setting
✅ Customer Service & Retention
I pride myself on being adaptable, proactive, and dependable. Whether you need someone to fill a specific role or support multiple areas of your business, I have the skills and experience to deliver results.
monday.com
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Streamline workflows and gain visibility with customizable solutions for projects, CRM, IT, and software development.
The handoff from list to CRM is where most of these projects leak. Do you tag each lead with why it was picked? Makes the follow-up message much easier to write three weeks later.