I take AI-built apps live | Next.js, Supabase, Stripe
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3x
Hired
5.0
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174
Followers
I take AI-built apps live | Next.js, Supabase, Stripe
Built a multi-condition lead routing system in HubSpot that auto-assigns leads by territory, deal size, and source. Eliminated manual assignment and cut response time from 4 hours to under 8 minutes with zero leads missed. Includes lifecycle stage triggers, SLA-based follow-up sequences, and deduplication logic across the full revenue pipeline.
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Built a reporting pipeline pulling MRR, churn, and pipeline data from Stripe, HubSpot, and Zoho into a live Google Sheets dashboard refreshed every 24 hours. Eliminated 6 hours of weekly manual reporting. Anomaly detection fires a Slack alert when any metric drops past a set threshold. Built for a 3-person ops team managing $2M ARR.
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Built a scheduled data quality pipeline that audits CRM records, flags duplicates, fills missing fields via enrichment APIs, and standardizes formats across contacts and companies. Processed 14,000 records and reduced duplicate rate from 23% to under 1% in first pass. Runs on weekly schedule with exception logging and an ops summary report auto-delivered every Monday.
Business Automation Specialist | Project Management
New to Contra
Business Automation Specialist | Project Management
Zoho One implementation for Prosple, a graduate recruitment platform, as their Marketing Automation Specialist. I built and managed 124 Zoho Flow automations connecting Zoho CRM, Desk, Forms, Bookings and Campaigns with Apollo.io (http://Apollo.io), Calendly, Google Sheets, Jira and Slack, running about 4,500 executions a week with almost no failures.
I also set up Zoho CRM workflow rules that route self-serve leads by source and country, assign owners, add tags and send email notifications; built lead capture forms with conditional logic and UTM tracking; configured Zoho Desk ticketing with auto-assignment and escalation; ran A/B tests and funnel tracking in PageSense; and built multi-channel sales cadences in Zoho Cadence for automated outreach.
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My Upwork track record: Top Rated Plus, 100% Job Success Score, and $200K+ earned across 175 jobs and 15,672 hours. Clients hire me for project management, CRM implementation and workflow automation, from Zoho CRM builds and Zapier/Make pipelines to email marketing systems and ecommerce operations. Current long-term client: iWasCarried PTY LTD (Roma Waterman, Melbourne), where I've been Marketing Automation Specialist since Dec 2024, running automations across ClickFunnels, Zapier, Flodesk, ManyChat and StreamYard and managing membership operations for HeartSong Prophetic Alliance.
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Calendly to Zoho CRM lead pipeline for Sam Jackson at Ctrl Grow Financial. Every booking now creates or matches a clean Contact and Account (keyed off the business name, so no duplicates), opens a Deal with the booking details attached, and records how the lead found Sam through a required booking-form question mapped to the Zoho lead source field. I validated the connector end to end, documented the findings for client approval, and set deal rules so returning leads only get a new Deal when their previous one is closed. Phase 2 adds a booking acknowledgement and a stale-lead alert.
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Sr. Project Manager & Media Buyer at TIN Rx / TIN Vitamin (healthcare and nutraceuticals ecommerce), June 2019 to Oct 2023. I led end-to-end ecommerce operations: Shopify store management, Facebook Ads, Recharge subscriptions and Klaviyo email marketing. Grew Recharge subscriptions from under 10 to 600+ active subscribers through better onboarding and retention flows, hit 4x ROAS on Facebook Ads, and scaled monthly revenue from $189 to over $10,000. I managed a cross-functional team of designers, developers, marketers and customer support across time zones.
Marketing Operations & AI Consultant
CRM · Automation
9
Followers
Marketing Operations & AI Consultant
CRM · Automation
More software doesn’t always mean better systems.
I’ve been thinking about this a lot lately while working around mortgage technology and business automation.
A company can have a CRM, sales tools, automation, reporting, email, onboarding — and still lose opportunities simply because those systems don’t work together.
The real question isn’t always: “What tool are we missing?”
Sometimes it’s: “Where is the workflow breaking?”
I explored this through the mortgage industry in my latest article — but I think the same problem exists in many businesses.
Better systems. Better follow-up. Fewer disconnected workflows.
Full article:
https://www.linkedin.com/pulse/how-many-systems-does-take-close-one-mortgage-loan-vera-babaeva-yexxc
Curious: where does your business lose the most opportunities — lead generation, follow-up, onboarding, or CRM?
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Before you buy another mortgage lead, take a closer look at the ones you already paid for.
Most mortgage CRMs are full of borrowers sitting under labels like Not Ready Yet. Maybe Later. Credit Issues. Lost Contact. Refinance Later.
We tend to think of these as old leads.
I think of them as unfinished conversations.
Because “not now” doesn’t necessarily mean “never.”
That’s why I created the Mortgage CRM Revenue Recovery System — a practical framework for helping mortgage teams find, prioritize, and thoughtfully re-engage opportunities already sitting inside their database.
It includes a 27-page strategic playbook + editable Excel implementation toolkit with CRM audit tools, a WHY NOT NOW taxonomy, prioritization framework, workflows, messaging examples, AI prompts, KPIs, and a 30-day implementation plan.
The goal isn’t more automation for the sake of automation.
It’s a better system for remembering who needs a conversation, when, and why.
More automation underneath. More humanity on top.
👉 Explore the complete system: Mortgage CRM Revenue Recovery System https://contra.com/products/qI8cnxCd-mortgage-crm-revenue-recovery-system
#Mortgage #MortgageMarketing #MortgageTechnology #CRM #MarketingOperations #AI #Automation
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I’ve spent the last few weeks organizing something I probably should have done a long time ago — putting my experience into a clear consulting and freelance offering.
My background has always lived at the intersection of marketing, operations and business development — from mortgage and financial services to B2B events, CRM, digital marketing and, more recently, AI-powered workflows.
Today, the areas I’m especially interested in helping businesses with are:
• Marketing Operations & CRM
• Workflow Optimization & Automation
• AI Business Audits & Implementation Roadmaps
• Trade Shows, Events & Sponsorships
• Webinar & Lead Follow-Up Systems
• Email Marketing & Lead Nurture
• Content, Podcast & YouTube Production Systems
• Digital Products & Professional Workbooks
I’m particularly interested in working with small and growing businesses that have plenty of marketing activity — but need better systems behind it.
If your CRM is messy, leads are slipping through the cracks, follow-up depends too much on manual work, or your team is adding AI tools without a clear operational plan — that’s exactly the kind of problem I enjoy solving.
I’m currently open to project-based, fractional and consulting work.
If something on that list sounds familiar, feel free to message me here on LinkedIn.
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I help businesses turn webinars into structured marketing campaigns — from registration and promotion to CRM follow-up and lead nurturing.
My experience combines webinar and event marketing, CRM-based lead management, email campaigns and B2B marketing operations, with particularly strong experience in the mortgage and financial-services industry.
I approach webinars as part of the complete customer journey rather than as a standalone online event.
My work can include:
• Webinar strategy and campaign planning
• Registration journey and landing page coordination
• Promotional messaging and content
• Email invitations and reminder sequences
• Speaker and presentation coordination
• Attendee communication
• Registration and attendance tracking
• CRM organization and segmentation
• Post-webinar email sequences
• Replay and follow-up campaigns
• Lead routing to sales teams
• Lead nurture workflows
• Reporting and campaign analysis
• AI and automation opportunities
The objective is to build a repeatable system around the entire webinar lifecycle:
PROMOTE → REGISTER → REMIND → ATTEND → FOLLOW UP → NURTURE → SALES
A webinar shouldn’t end when the presentation ends. The real value often comes from what happens afterward — organizing attendees and prospects, continuing the conversation, identifying interested leads and creating a clear next step.
While my background includes mortgage, lending and B2B audiences, this framework can be adapted to professional services, SaaS, education, consulting and other businesses using webinars for customer acquisition and engagement.