Systems & CRM StrategistLilly Hart
I design and implement custom CRMs and project management workflows that match the way you actually work. Great for client tracking, sales pipelines, internal task flows, or automating daily operations.
What's included
Custom CRM Setup & Workflow Design
Tailored CRM buildout in Monday.com, ClickUp, or Notion with automations, statuses, and easy handoff docs.
Team Task & Project Management Setup
Centralized task board with recurring tasks, deadlines, roles, and checklists to keep your team aligned.
Client Onboarding/Offboarding System
Clean, repeatable onboarding/offboarding flows with forms, automations, and asset handoffs to wow your clients.
Lilly's other services
Starting at$50 /hr
Tags
Airtable
monday.com
Slack
Zapier
Operations Manager
Project Manager
Service provided by
Lilly Hart proSan Francisco, USA
- 5.00
- Rating
- 8
- Followers
Systems & CRM StrategistLilly Hart
I design and implement custom CRMs and project management workflows that match the way you actually work. Great for client tracking, sales pipelines, internal task flows, or automating daily operations.
What's included
Custom CRM Setup & Workflow Design
Tailored CRM buildout in Monday.com, ClickUp, or Notion with automations, statuses, and easy handoff docs.
Team Task & Project Management Setup
Centralized task board with recurring tasks, deadlines, roles, and checklists to keep your team aligned.
Client Onboarding/Offboarding System
Clean, repeatable onboarding/offboarding flows with forms, automations, and asset handoffs to wow your clients.
Lilly's other services
$50 /hr