I will set up CRM automation and client onboarding workflows

Most businesses dont lose customers because of a bad product. They lose them in the gaps: the slow follow-up, the messy handoff, the onboarding step nobody owns.

I spent 10 years in SaaS 8 as a Senior Customer Success Manager, 4 of them Director of CS making sure clients got value fast and stayed. I also hold an MBA. Now I build the systems that do it automatically.

WHAT I SET UP

CRM pipelines that match how you actually sell

New-client onboarding: contracts, welcome emails, kickoff tasks, check-ins

Follow-up sequences so no lead goes cold

Renewal, review, and win-back automations

A simple dashboard so you can see every client at a glance

PLATFORMS: HubSpot, GoHighLevel, Slack, and spreadsheet-based CRMs.

(Don't see yours - Ask)

You get a CRM your team will actually use, documented processes, and (on Premium) a 30 min walkthrough call so nothing depends on memory.

Message me before ordering and tell me where clients slip through the cracks Ill tell you exactly what Id build first.