Turn a scattered CRM into a clear, usable sales process. I map how leads enter your business, organize the pipeline and configure GoHighLevel around the way your team works.
A focused starter project can include one sales pipeline, agreed stages, contact fields and tags, a review of lead handling, and testing with sample records. You receive a walkthrough and practical handoff notes.
My process: review the current setup, agree on scope, configure, test and troubleshoot, then hand over. Existing data cleanup is scoped before changes are made.
I bring CRM, lead-management, customer-service and business-operations experience through OTU+, plus independent systems development. I own requirements, configuration, workflow design and QA, using AI-assisted development when appropriate.
Message me with your CRM problem, desired workflow and deadline. We will confirm deliverables, price and timing before starting. Software subscriptions, usage fees, large migrations and custom integrations are quoted separately.
Turn a scattered CRM into a clear, usable sales process. I map how leads enter your business, organize the pipeline and configure GoHighLevel around the way your team works.
A focused starter project can include one sales pipeline, agreed stages, contact fields and tags, a review of lead handling, and testing with sample records. You receive a walkthrough and practical handoff notes.
My process: review the current setup, agree on scope, configure, test and troubleshoot, then hand over. Existing data cleanup is scoped before changes are made.
I bring CRM, lead-management, customer-service and business-operations experience through OTU+, plus independent systems development. I own requirements, configuration, workflow design and QA, using AI-assisted development when appropriate.
Message me with your CRM problem, desired workflow and deadline. We will confirm deliverables, price and timing before starting. Software subscriptions, usage fees, large migrations and custom integrations are quoted separately.