Jordan Whitfiel

Freelance CRM & Automation Specialist

Avada Commerce • Freelance

Jul 2024 - Present • 2 yrs 2 mos

I work independently with small and mid-sized businesses to design and implement CRM systems, workflow automations, and custom websites that remove manual bottlenecks from their sales and operations. My projects typically start with a systems audit to identify where a business is losing time or leads to manual processes, followed by building a tailored CRM structure in platforms like HubSpot, Zoho, Pipedrive, or Monday, and connecting it to their existing tools through Zapier or Make.com. I've delivered projects across real estate, health and wellness, e-commerce, marketing agencies, coaching, and fitness industries, consistently focusing on measurable outcomes like faster lead response times, reduced no-show rates, and higher trial-to-paid conversion. I also build custom websites and lightweight business applications for clients who need a functional web presence connected directly into their new operational systems rather than a purely visual site.

Automation & Systems Consultant

Cascade Strategy • Full-time

Apr 2023 - Jun 2024 • 1 yr 2 mos

At Cascade Ops Consulting, I worked on a small team helping growing businesses streamline their operations through CRM and automation projects. I led discovery calls with clients to map their existing manual processes, then designed and built automated workflows connecting their CRM, email marketing platform, and internal tools. I managed a portfolio of client accounts across service-based industries, building custom dashboards so business owners could track the direct impact of the systems I implemented. I also mentored two junior consultants on CRM configuration best practices and helped standardize the firm's internal implementation checklist, which shortened our average project delivery timeline.

CRM Implementation Associate

Northgate Business Solutions • Full-time

Jan 2022 - Mar 2023 • 1 yr 2 mos

At Northgate Business Solutions, I was responsible for configuring and launching CRM systems for small business clients, primarily using HubSpot and Zoho. My work included setting up sales pipelines, importing and cleaning client data during migrations from spreadsheets or legacy systems, and building automated email sequences for lead nurturing and onboarding. I worked directly with client stakeholders to gather requirements and translate them into working CRM configurations, and I created training materials and short onboarding sessions so client teams could confidently use their new systems after launch. I supported roughly a dozen CRM implementations during my time there, several of which included integrating third-party booking and payment tools.