
Gary
Automating your CRM so leads stop slipping through the cracks
Skills

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Portfolio
Work experience
CRM & Marketing Automation Specialist
Fiverr • Freelance
Jan 2024 - Feb 2025 • 1 yr 1 mo
Design and implement CRM systems, marketing automation workflows, and lead management pipelines for small businesses and agencies. Work spans platform setup, tool integration, and process optimization to reduce manual admin work for clients.
Marketing Automation Consultant
Independent Bank Group • Full-time
Mar 2023 - Dec 2023 • 9 mos
Built email nurture sequences, lead scoring models, and chatbot flows for B2B clients using HubSpot. Worked closely with sales teams to align automation with pipeline stages and improve lead-to-customer conversion tracking.
CRM Implementation Specialist
Self Employed • Freelance
Jun 2022 - Feb 2023 • 8 mos
Set up and configured CRM pipelines, contact management systems, and support inboxes for service-based businesses. Migrated client data from spreadsheets into structured CRM records and trained teams on day-to-day usage.