I help businesses find, compare and coordinate suppliers — from initial product requirements through production and delivery.
My experience includes international sourcing and vendor management for branded merchandise, promotional products and custom manufacturing projects, working directly with overseas suppliers and coordinating multiple product categories simultaneously.
I have managed sourcing for approximately 50 product SKUs, typically comparing 4–5 suppliers per project before selecting the best-fit option based on pricing, quality, production capabilities, communication and delivery requirements.
My experience includes coordinating orders of approximately $3K–$20K and production runs of up to approximately 10,000 units.
My sourcing workflow can include:
• Supplier and manufacturer research
• RFQs and quotation collection
• Supplier comparison and shortlisting
• Pricing and MOQ analysis
• Sample coordination
• Product specification review
• Negotiation support
• Custom branding and packaging requirements
• Production coordination
• Order tracking
• Freight and fulfillment coordination
• Vendor documentation and organization
I have worked directly with international suppliers through Alibaba, WeChat and email, coordinating the process across sourcing, production, freight, inventory and fulfillment.
PRODUCT BRIEF → SUPPLIER RESEARCH → COMPARE → SAMPLE → NEGOTIATE → PRODUCE → SHIP → FULFILL
My approach is not simply to find the cheapest supplier. I compare multiple options and evaluate the overall fit — including cost, quality, responsiveness, production requirements and operational risk.
This experience can be applied to promotional merchandise, branded products, e-commerce products and other businesses that need structured supplier research and vendor coordination.
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I specialize in B2B event marketing, trade shows, sponsorships and strategic partnerships — with particularly strong experience in the mortgage and financial services industry.
My work has covered the complete event lifecycle: identifying the right industry opportunities, evaluating sponsorships, coordinating vendors and logistics, developing promotional campaigns, supporting on-site execution, capturing leads and organizing post-event CRM follow-up.
In my mortgage-industry work, I managed a portfolio of approximately 30 trade shows annually as part of an approximately $500K annual events, sponsorships and membership program. I also supported major conference sponsorships, industry association relationships and promotional initiatives while coordinating with sales teams and Account Executives.
My experience includes:
• Trade show and conference planning
• Sponsorship evaluation and coordination
• Strategic industry partnerships
• Professional association relationships
• Vendor and promotional merchandise management
• Booth, collateral and event logistics
• Pre-event marketing and attendee engagement
• Lead capture and CRM organization
• Marketing-to-sales follow-up
• Post-event campaigns and reporting
• Budget coordination and vendor negotiation
My approach connects events with the larger marketing and sales process. A successful event shouldn’t end when the booth closes — leads, relationships and opportunities need a structured path forward.
EVENT STRATEGY → PROMOTION → EXECUTION → LEAD CAPTURE → CRM → FOLLOW-UP → OPPORTUNITIES
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Да. Для Work я бы писала не как описание услуги «I can help…» целиком, а как мини-case study, который одновременно показывает твою специализацию и объясняет клиенту, какую проблему ты решаешь.
Title
CRM & Marketing Workflow Optimization
Description
I help businesses turn scattered marketing and CRM processes into clear, organized workflows that are easier to manage, measure and scale.
My background is especially strong in mortgage, financial services and B2B marketing, where lead management, timely follow-up, accurate CRM data and coordination between marketing and sales are critical. The same approach can be applied across industries — from professional services and real estate to e-commerce and growing small businesses.
I review the complete customer and lead journey — from the first inquiry or campaign response through CRM entry, segmentation, assignment, follow-up, nurturing, conversion and reporting.
Areas I can help optimize include:
• CRM structure and lead organization
• Lead capture, routing and lifecycle stages
• Marketing-to-sales handoffs
• Follow-up and nurture workflows
• Email and reminder automation
• Campaign and webinar follow-up
• Pipeline organization
• Reporting and dashboard structure
• SOPs and process documentation
• Repetitive manual tasks and bottlenecks
• AI and automation opportunities
My approach combines marketing operations, CRM strategy and practical automation. I don’t recommend technology simply because it is available. I first look at how the business actually works, identify where leads or information are getting lost, and then design a simpler and more repeatable process.
Typical workflow:
LEAD CAPTURE → CRM → SEGMENTATION → ASSIGNMENT → FOLLOW-UP → NURTURE → CONVERSION → REPORTING
The goal is a marketing system where teams know what happens next, leads receive consistent follow-up, management has better visibility, and fewer tasks depend on spreadsheets, manual reminders or disconnected tools.
Industry experience: Mortgage & Lending · Financial Services · B2B · Professional Services
Adaptable to: Real Estate · E-Commerce · Agencies · Small & Growing Businesses
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