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Finlay Potter
@finlay_potter9
CRM Automation and Quiz Funnen Specialist
United Kingdom
German, English
About me
I help businesses automate lead generation, CRM workflows, quiz funnels, email automation, and client onboarding systems for better conversions and workflow management. I specialize in ScoreApp quiz funnels, lead capture systems, onboarding automation, CRM integration, and email workflows tailored for coaches, consultants, agencies, and service businesses. My focus is building structured automation systems that improve customer onboarding, lead nurturing, workflow organization, and business scalability through professional CRM and funnel automation solutions.
Skills
Finlay Potter
Offline •
Average response time: 4 hours
See my services
Campaign Management
I will create scoreapp quiz funnel and lead generation system for business growth
Email Automations
I will create high converting lead magnet funnel and client onboarding workflow
Work experience
CRM Workflow Consultant
Upwork • Freelance
Jun 2023 - Nov 2025 • 2 yrs 5 mos
Provided CRM workflow automation and lead generation consulting for online businesses, agencies, consultants, and coaches needing structured onboarding systems and automation funnels. Managed automation workflows, lead nurturing systems, client onboarding automation, CRM integrations, and email marketing systems designed to improve lead capture and customer engagement. Delivered onboarding workflow setup, automation planning, client management systems, email automation sequences, and conversion-focused CRM workflows using professional business automation strategies. Specialized in workflow optimization, automation funnel setup, customer onboarding systems, and lead qualification automation for scalable business operations.
Marketing Automation Specialist
HubSpot • Freelance
Aug 2021 - Jan 2023 • 1 yr 5 mos
Worked with businesses and agencies to build CRM automation systems, onboarding workflows, lead capture funnels, and email marketing automation designed to improve customer management and lead conversion. Responsibilities included creating automated onboarding workflows, email sequences, lead nurturing systems, CRM workflow integration, and business automation strategies tailored to client operations. Managed lead qualification workflows, client intake systems, automation planning, CRM integrations, and email automation setup for coaches, consultants, and service businesses. Focused on workflow optimization, customer onboarding systems, automation scalability, and lead generation performance using structured CRM and funnel automation systems.
