Diana A

Real Estate CRM Automation Specialist

Freelancer • Self-employed

Jul 2023 - Present • 3 yrs 2 mos

I design and implement conversion-focused CRM systems for US real estate agents using Lofty and GoHighLevel that turn lead flow into consistent conversations, appointments, and closed deals. I do this by identifying where leads and deals stall within a CRM and building systems that eliminate those gaps, allowing agents to focus on closing. My focus is on building structured workflows in Lofty and GoHighLevel that mirror how real estate businesses actually operate. This ensures no lead is missed, no follow-up is delayed, and no deal falls through due to process breakdowns. Key areas of expertise include: - Designing end-to-end CRM workflows from lead capture through contract-to-close, including transaction management and milestone-based automation - Building advanced SmartPlan and workflow logic with conditional branching, behavior-based triggers, and stage-driven automation - Creating automated follow-up systems that improve response time, increase engagement, and adapt based on lead activity - Developing pipeline structures that reflect real sales stages, enforce accountability, and support accurate deal tracking - Implementing lead routing, tagging, and segmentation systems to ensure proper assignment, tracking, and conversion - Building integrated CRM architectures that connect landing pages, forms, routing, and follow-up into one cohesive system - Creating landing pages with custom forms, tracking links, behavioral segmentation, and pixel integration for performance tracking - Supporting advanced customization using custom HTML, CSS, and JavaScript when platform limitations require it - Developing marketing automation systems for lead nurturing, re-engagement, and long-term database monetization - Streamlining client onboarding, communication, and internal data management processes - Implementing and troubleshooting integrations using Zapier, webhooks, and native CRM functionality to ensure reliable system performance across platforms

Client Care Administrator

Savant Realty Group • Freelance

Sep 2024 - Aug 2025 • 11 mos

Lead & CRM Operations - Conducted outbound lead engagement and follow-up within Lofty CRM to convert inquiries and cold leads into active clients - Maintained accurate pipeline tracking and stage progression in Lofty - Recorded and updated transaction data in Lofty and ReZen to ensure visibility and accountability - Managed Lofty CRM follow-up sequences so leads progressed through the funnel without manual breakdowns Transaction & Documentation Coordination - Managed digital signature workflows through DocuSign - Coordinated showing schedules via ShowingSmart - Reviewed inspection reports and organized key findings to support agent-client communication - Worked directly with agents to prepare and process contract using Zipforms and Transaction Desk Client Onboarding & Communication Support - Conducted client onboarding sessions to align expectations and next steps - Supported structured communication touchpoints throughout the real estate transaction lifecycle - Created internal training videos to improve operational consistency Market & Data Support - Conducted Comparative Market Analyses (CMA) within HAR Multiple Listing Service (MLS) to support pricing strategy and listing preparation

Digital Marketing Virtual Assistant

Self employed / Freelance • Full-time

Oct 2023 - Sep 2024 • 11 mos

As a digital marketing virtual assistant, I offered the following services: Virtual Assistant Services: Providing administrative support so that business owners can focus more on their core business processes. Web Design: Creating custom, lead-generating websites Search Engine Optimization (SEO) : Providing strategies to enhance businesses' online presence