CRM Automation & Workflow Optimization

Luciano Arnone

Starting at

/hr

About this service

Summary

I help businesses streamline their CRM systems and automate workflows to boost customer engagement and drive conversions. With 8+ years of experience in platforms like HubSpot, Salesforce, and many more, I design custom solutions tailored to your sales and marketing goals. Let’s build smart automations that save you time and help grow your business!

Process

Discovery & Consultation We'll start with a brief call to understand your CRM setup, automation goals, and business needs.

CRM Audit & Strategy Planning I’ll review your current CRM (or help set one up) and outline a strategy for custom workflows and automations.

Workflow Design & Automation I’ll build tailored automations—like lead nurturing sequences, sales pipelines, or customer follow-ups—based on your goals.

Integration & Testing I’ll connect third-party tools (email platforms & lead forms) and thoroughly test all workflows to ensure seamless performance.

Review & Optimization We’ll review the automations together, making adjustments to optimize performance and drive conversions.

Final Delivery & Support You’ll receive the completed workflows, along with a brief review session to help you manage your CRM effectively.

What's included

CRM Setup & Integration
Fully configured CRM platform (HubSpot, Salesforce, etc.) with custom fields, pipelines, and basic automations.
Automation Workflow Design
Creation of automated workflows for lead nurturing, sales pipelines, or customer follow-ups, tailored to your business goals.
Lead Generation Funnel
A fully designed lead capture funnel, including opt-in forms, automated email sequences, and CRM integration.
CRM Audit & Optimization Report
Detailed report outlining current CRM setup, workflow efficiencies, and actionable recommendations for improvement.

Skills and tools

Automation Engineer

Business Development Specialist

Marketing Director