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$
USD
I will clean up your CRM and set up automation workflows
Angelo Carlo
About this gig
You signed up for HubSpot or Mailchimp, imported your contacts, and things got complicated fast. Duplicate records. Lists that overlap. No automations running. A growing sense the tool is costing you time instead of saving it.
I clean up and automate CRMs for small business owners who have real data but a system that doesn't reflect it. That means deduplicating contacts, building clean lists and segments, setting up the workflows that should've been there from day one lead follow-up, re-engagement, form-to-CRM routing and documenting what we built so it holds up.
10+ years in ecommerce, SaaS, and digital operations. I've built CRM workflows and client systems at the enterprise level and apply the same rigor to smaller businesses that deserve it.
Platforms: HubSpot, Mailchimp, Zoho CRM.
What you get:
- CRM audit with written findings
- Contact deduplication and list cleanup
- Automation workflows (lead routing, follow-up, re-engagement)
- Field standardization and lifecycle stage setup
- Hygiene SOP so the system stays clean
Message me with your platform and a quick description of the problem.
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Get to know Angelo Carlo
Angelo Carlo
Brand and Digital Strategist for Small Business Founders
- FromUnited States
- Member sinceJun 2026
Languages
English
I work with founders and small business owners who've outgrown their DIY brand - the logo, the website, the social presence that made sense at the start but is now holding them back.
I start with the business, not the design. Diagnose what's not working, then execute: brand strategy, web design, lifecycle systems, and automation.
10+ years across ecommerce SaaS, digital agencies, and enterprise partner ecosystems. Same rigor, regardless of project size.
Good fit: founder ready to close the gap between where the brand is and where the business is going.
FAQ
Which CRM platforms do you work in?
HubSpot, Mailchimp, and Zoho CRM. If you're on a different platform, message me before ordering.
What if I inherited a CRM from a previous owner or employee?
That's the most common scenario. Message me with your platform and approximate record count and I'll confirm scope before you order.
How bad does it have to be to need the Rescue tier?
If you have more than 5,000 contacts, broken or missing workflows, and no documentation of how anything is set up — start with the Diagnosis and we'll scope the rest from there.
Do I need to give you access to my CRM?
Yes. I'll walk you through how to add me as a user with the right permissions. I never need billing or admin access.
Will my contacts or automations be affected during cleanup?
I work in stages and flag everything before making changes. Nothing gets deleted without your sign-off.
What do I get at the end besides a cleaned-up system?
Every project includes a written summary of what was changed and a simple SOP so the system stays clean going forward.
