
Funsho Akindele
CRM Setup and Automation Specialist
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Portfolio
Work experience
B2B Deal Pipeline & Lifecycle Stages
SUBPAC • Freelance
Oct 2026 - Present • 0 mos
B2B deal pipeline aligned with lifecycle stages. The pipeline runs from Discovery and Qualified through Done, Proposal and Negotiation to Closed Won, with win probabilities on each stage so the forecast is accurate. Lifecycle stages (Lead, MQL, SQL, Opportunity, Customer) are synced with deal progress, so marketing and sales always agree on where each contact stands. Required properties at key stages keep the data clean, for example, budget and decision maker before a deal can move to Proposal. This HubSpot pipeline setup suits SaaS companies, agencies, consultants and B2B service firms using HubSpot Sales Hub or the free HubSpot CRM. A setup like this includes pipeline and stage design, deal and contact properties, lifecycle stage rules, required fields, deal automation, testing and team training.
HubSpot Email Automation Marketing Automation
CureSkin
Jun 2026 - Aug 2026 • 2 mos
HubSpot sequence showing a five-step lead nurture cadence for new inbound leads. The sequence mixes personalized emails with call and LinkedIn tasks over 12 days, using personalization tokens like first name and company so every message feels one-to-one. Contacts are automatically unenrolled when they reply or book a meeting, so your prospects never receive awkward follow-ups after they have responded. The sequence dashboard tracks enrollments, open rates, reply rates and meetings booked, so you can see which steps perform best and improve them. This HubSpot sequences setup is ideal for sales teams, founders and consultants who want consistent follow-up without manual work. Included in a build like this: sequence strategy, email copy templates, task steps, enrollment triggers via workflow, unenroll settings, meeting link setup, testing and a training walkthrough.
Zoho CRM Web Forms, Blueprint & Custom Modules
Securi-Lid • Freelance
Jun 2026 - Jul 2026 • 1 mo
Zoho CRM walkthrough showing a complete setup for a service business. First, a website form sends quote requests straight into Zoho CRM, assigns each lead to a sales rep automatically and lets the prospect book a consultation, so leads are never copied by hand or left waiting. Next, a sales Blueprint guides every deal step by step, makes sure required information is captured at each stage, and routes large discounts to a manager for approval. The video finishes with a custom Projects module that tracks every job from survey to installation, linked to the right account. This setup suits solar and construction companies, installers, consultants, schools and any team that wants Zoho CRM to match how it really works.