CRM & Operations AutomationVinicius Westerhof
I build CRM and marketing automation systems that turn new leads into organized follow-up workflows.
This service is for businesses that already capture leads but rely on manual follow-up, messy tags, unclear ownership, disconnected tools, or inconsistent email sequences.
What you receive
Lead capture workflow
CRM field and pipeline structure
Lead routing logic
Segmentation structure
Email follow-up sequence
Lead scoring rules when relevant
Internal notifications
Reporting checkpoints
Zapier / Make integrations when needed
WordPress or landing page connection when relevant
Final workflow documentation
Timeline
Day 1–2: Discovery, access, and workflow mapping
Day 3–6: CRM structure, fields, pipeline, and routing setup
Day 7–9: Email sequence, automation, and integration setup
Day 10–12: Testing, corrections, documentation, and handoff
What I need from you
CRM access
Current lead sources
Existing forms or landing pages
Email platform access
Current follow-up process
Any existing email copy, tags, fields, or pipeline stages
Outcome
A cleaner CRM system where leads are captured, organized, routed, followed up, and tracked without depending on manual coordination.
FAQs
Vinicius's other services
Starting at$1,200
Duration2 weeks
Tags
CRM
Zapier
Systems Integration
Business Process Automation
Marketing Ops
Process Optimization
Reporting Automation
Workflow Design
Service provided by
Vinicius Westerhof São Paulo, Brazil
- 1
- Followers
CRM & Operations AutomationVinicius Westerhof
Starting at$1,200
Duration2 weeks
Tags
CRM
Zapier
Systems Integration
Business Process Automation
Marketing Ops
Process Optimization
Reporting Automation
Workflow Design
I build CRM and marketing automation systems that turn new leads into organized follow-up workflows.
This service is for businesses that already capture leads but rely on manual follow-up, messy tags, unclear ownership, disconnected tools, or inconsistent email sequences.
What you receive
Lead capture workflow
CRM field and pipeline structure
Lead routing logic
Segmentation structure
Email follow-up sequence
Lead scoring rules when relevant
Internal notifications
Reporting checkpoints
Zapier / Make integrations when needed
WordPress or landing page connection when relevant
Final workflow documentation
Timeline
Day 1–2: Discovery, access, and workflow mapping
Day 3–6: CRM structure, fields, pipeline, and routing setup
Day 7–9: Email sequence, automation, and integration setup
Day 10–12: Testing, corrections, documentation, and handoff
What I need from you
CRM access
Current lead sources
Existing forms or landing pages
Email platform access
Current follow-up process
Any existing email copy, tags, fields, or pipeline stages
Outcome
A cleaner CRM system where leads are captured, organized, routed, followed up, and tracked without depending on manual coordination.
FAQs
Vinicius's other services
$1,200