j
j_koncepts

Joshua B

@j_koncepts

Building Systems Behind Business Growth

Nigeria
Italian, Dutch, Danish, Portuguese, Arabic, English, German, Spanish
About me
Are missed leads, slow follow-ups, or disconnected systems affecting your business growth? I'm a digital marketing specialist with experience building CRM, automation, customer support, and sales systems for businesses across multiple industries. I help businesses streamline operations using GoHighLevel, HubSpot, RingCentral, Twilio, and 3CX. My services include sales funnels, email & SMS automation, API integrations, helpdesk setup, and customer support workflows that improve efficiency, response times, and revenue. Message me now to get your systems working properly.... Read more

Skills

j
j_koncepts
Joshua B
Offline • 
Average response time: 1 hour

See my services

CRM Management
I will setup zendesk crm gorgias shopify integration email live chat customer support
From$20 / projectMore details
VoIP and Telephony
I will do ringcentral api twilio 3cx vitalpbx freepbx voip vicidial magnus billing
From$20 / projectMore details

Portfolio

Work experience

Grateful_Earth

HubSpot Ticket Workflow Automation

Grateful Earth • Freelance

Jan 2026 - Feb 2026 • 1 mo

The client needed a structured onboarding and handoff process built inside HubSpot using their ticket pipeline. Their goal was to automate the steps that followed a new customer signing up, specifically ensuring the right emails went out and the internal team received clear task assignments without manual intervention. The main challenge was coordinating two parallel workflow paths that both needed to trigger a handoff task independently, while also ensuring the welcome email fired to the correct contact segment. I configured a branching workflow that handled the email send to all associated contacts via a labeled sequence, and simultaneously created a prep for handoff task assigned directly to the ticket owner on both branches. This eliminated the risk of the handoff step being missed regardless of which path the ticket followed. I also mapped a custom property to carry the Arrows Plan URL through the workflow so it was accessible at every stage without requiring manual data entry from the team. The result was a clean, automated post-sale flow that reduced manual follow-up work and ensured consistent task creation and communication every time a ticket moved through the pipeline.

Wallester

Wallester

2 mos

HubSpot Company Health Score Workflow

Jan 2026 - Feb 2026 • 1 mo

The client needed a way to automatically track and visualize the health of their companies in HubSpot based on trend data. Their goal was to have the system reflect whether an account was improving, declining, or holding steady without anyone having to manually update records. The challenge was building logic that could evaluate trend direction and then stamp the correct health status on each company property in real time. I configured an if/then branch that checked whether the trend value was greater than zero for accounts moving up, less than zero for accounts declining, and neutral for anything in between. Each branch then set the company health property to the corresponding status, green for trending up, yellow for trending down, and a separate state for no change. The result was a dynamic health scoring system that gave the client an at-a-glance view of account performance across their entire company database, fully automated with no manual input required.

Automated Client Onboarding in HubSpot

Dec 2025 - Jan 2026 • 1 mo

The client was onboarding new customers through HubSpot and needed the workflow to handle two distinct scenarios automatically. If a company already had an Arrows plan, it needed to be attached to the deal. If they were new, a fresh Arrows plan had to be created on the spot. Either way, the Plan URL had to land in the correct ticket property before the workflow continued. The challenge was making both paths converge cleanly into the same downstream steps without duplicating actions or missing data. I configured the branching logic to handle each case independently, set up property copy steps on both branches to ensure the Arrows Plan URL was always populated, then connected both into a shared sequence that sent the welcome email and created a handoff task assigned to the ticket owner. The client went from a manual, error-prone onboarding prep process to a fully automated flow that handled new and returning customers without any team intervention.