Daniela Cardozo
Project & Operations Manager|CRM Setup & Workflow Automation
- 3
- Followers
From 15 to 30 sales visits a month, without hiring anyone
The owner of Luxor was spending 4 hours a day on WhatsApp, explaining the same thing to every lead.
Now every chat goes into a CRM and gets qualified with two questions. Qualified leads watch a short sales video and book a...
Clarity in operations doesn’t happen by chance, it’s built through clear processes.
When teams don’t have defined ways of working, everything becomes reactive:
📌 Tasks depend on who’s doing them
📌 Knowledge gets lost or repeated
📌 Execution becomes inconsistent
SOPs bring...
Most service-based businesses don’t have a sales problem — they have a process problem.
📌 No clear client intake
📌 Follow-ups depend on memory
📌 Quotes get lost
📌 Payments are inconsistent
What should be a simple workflow becomes chaos.
This is a basic structure I use to...
This system was built for a business that was managing everything manuall, tracking clients in their head, missing follow-ups, and lacking visibility.
By implementing a structured pipeline, dashboard, and automated communication, the operation became organized, measurable, and scalable.
