Digital Transformation Consulting

Starting at

$

120

/hr

About this service

Summary

I help companies modernize their operations by identifying inefficiencies and transforming manual workflows into streamlined, automated systems. With expertise in CRM strategy, Make automations, AI workflows, and payment automation (GoCardless), I design integrated solutions that reduce workload and support scalable growth. My approach blends strategy, technology, and human-centered process design to create real, measurable impact.

What's included

  • Digital Transformation Roadmap

    A complete analysis of your current systems, with a structured action plan to improve efficiency, visibility, and automation.

  • Process Audit & Workflow Mapping

    Clear documentation of bottlenecks, gaps, and opportunities for automation across your tools and teams.

  • CRM & Tool Integration Plan (HubSpot, GoCardless, Make, etc.)

    Recommendations and implementation support to unify your tools and eliminate repetitive manual work.

  • Make Automation Blueprints

    Custom automation workflows (payment reminders, GoCardless flows, lead routing, notifications, emails, social workflows).

  • AI-Enhanced Workflows

    Integration of AI tools to accelerate content creation, decision support, and internal processes.

  • Team SOPs & Training

    Step-by-step guides and onboarding documentation to ensure your team uses the new systems correctly and confidently.


Skills and tools

Automation Engineer

Operations Manager

Digital Marketing Specialist

Google Apps

Google Apps

HubSpot

HubSpot

Make

Make

Zapier

Zapier

Industries

Professional Services
FinTech & Payments
Law Enforcement & Security