Coaches, service providers, and growing businesses needed someone to take full ownership of their CRM — setting it up properly, keeping it clean, and making sure no lead or client ever slipped through the cracks.
Built and maintained sales pipelines to track leads at every stage
Set up automations for follow-up sequences, appointment reminders, and client onboarding
Managed contact databases — cleaning, tagging, and segmenting records for accuracy
Created and launched email and SMS follow-up campaigns
Monitored pipeline health and flagged stale leads for re-engagement
Configured workflows to reduce manual tasks and keep the business running on autopilot
Provided regular reporting on pipeline performance and lead activity
The Result
Clients went from a disorganized, leaky CRM to a fully functional system that worked for them around the clock. Response times improved, leads stopped falling through the cracks, and automations handled the repetitive follow-up work so the business owner could focus on closing and delivering.