CRM Automation AuditVinicius Souza
I audit your CRM, follow-up process, and automation structure to find where leads, tasks, and opportunities are leaking.
This service is for businesses that already capture leads but have messy workflows, unclear handoffs, broken tags, weak follow-up, or no clear visibility into what happens after a lead enters the system.
What I review
Lead capture flow
CRM structure
Pipeline stages
Tags, fields, and segmentation
Follow-up timing
Lead routing logic
Email automation gaps
Manual handoff points
Reporting and visibility issues
Priority automation opportunities
Best fit
Service businesses
Agencies
Course creators
Small teams using HubSpot, ActiveCampaign, Mailchimp, Klaviyo, Zapier, Make, Google Sheets, or WordPress
Outcome
A clear audit report showing what is broken, what is missing, what should be fixed first, and which automations will create the most immediate business value.
FAQs
Vinicius's other services
Starting at$300
Duration1 week
Tags
Active Campaign
CRM
HubSpot
Marketing Automation
Audit
Funnel Optimization
Lead Routing
Workflow Design
Service provided by
Vinicius Souza proSão Paulo, Brazil
CRM Automation AuditVinicius Souza
Starting at$300
Duration1 week
Tags
Active Campaign
CRM
HubSpot
Marketing Automation
Audit
Funnel Optimization
Lead Routing
Workflow Design
I audit your CRM, follow-up process, and automation structure to find where leads, tasks, and opportunities are leaking.
This service is for businesses that already capture leads but have messy workflows, unclear handoffs, broken tags, weak follow-up, or no clear visibility into what happens after a lead enters the system.
What I review
Lead capture flow
CRM structure
Pipeline stages
Tags, fields, and segmentation
Follow-up timing
Lead routing logic
Email automation gaps
Manual handoff points
Reporting and visibility issues
Priority automation opportunities
Best fit
Service businesses
Agencies
Course creators
Small teams using HubSpot, ActiveCampaign, Mailchimp, Klaviyo, Zapier, Make, Google Sheets, or WordPress
Outcome
A clear audit report showing what is broken, what is missing, what should be fixed first, and which automations will create the most immediate business value.
FAQs
Vinicius's other services
$300