A clean pipeline. Deals that don't slip.
For businesses and startups with teams. Most CRMs are partly set up, partly abandoned, and hard for the team to trust. I clean them up, build the automations you've been meaning to build, and connect the rest of your tools with Zapier or Make. GoHighLevel, HubSpot, Keap, Pipedrive, ActiveCampaign.
CRM work that pays for itself in week three.
If your sales team is copy-pasting the same emails, your pipeline doesn't match reality, or you're losing track of where deals are: that's exactly the work I do. Below is a sample list. The point is to turn the CRM from something you avoid into something the business actually relies on.
- Full CRM cleanup and dedupe
- Pipeline stage redesign
- Lead capture and routing automations
- Follow-up sequences and schedules
- Deal-stage triggers and next-step rules
- Sales-to-operations workflows
- Reporting dashboards that actually get used
- Zapier and Make scenarios across your tools
- Integration with billing, scheduling, and email
- Team training and documented playbooks
I work across the CRM tools your team already uses.
GoHighLevel
HubSpot
Keap
Pipedrive
ActiveCampaign
Zoho
Zapier
Make
Other ways I support businesses
Operations Virtual Assistant
Written processes, project coordination, and vendor management.
Read more about Operations Virtual AssistantExecutive Virtual Assistant
Inbox, calendar, meeting prep, the day-to-day for businesses.
Read more about Executive Virtual AssistantCanadian Virtual Assistant
On-shore, same time zone, same business culture.
Read more about Canadian Virtual AssistantCommon questions
CRM Automation FAQ
Stop losing deals in a messy CRM.
Book a free 20 minute call. Tell me what your pipeline looks like and I'll tell you the three things I'd fix first.
Contact Me