emma

Proven Experience in Business Strategy & CRM Automation

Jan 2017 - Jan 2025 • 8 yrs

With over 7 years of experience helping startups, boutique hotels, event planning firms, coffee shops, and tech ventures, I specialize in transforming ideas into profitable, structured, and investor-ready systems. I have guided numerous entrepreneurs and businesses to not only plan effectively but also implement automation systems that increase efficiency, drive sales, and boost conversions. I’ve successfully developed hundreds of business plans that include market research, feasibility studies, cash flow projections, competitor analysis, and growth strategies tailored to each niche. From boutique hotels to app development and event planning firms, my clients have secured funding, optimized operations, and scaled their businesses faster thanks to clear, actionable strategies. On the CRM and automation side, I help businesses streamline their pipelines, automate workflows, and implement AI-driven lead nurturing systems. Using tools like Zoho CRM, HubSpot, Salesforce, Zapier, Twilio, Mailchimp, Jotform, Acuity Scheduling, Shopify, and ClickFunnels, I create fully integrated systems that eliminate missed follow-ups, messy pipelines, and low conversion rates. Some key achievements include: Designing investor-ready business plans that secured funding for startups and hospitality businesses. Implementing end-to-end CRM automation that increased client follow-up rates by over 60%. Creating financial models and cash flow projections that helped businesses forecast growth and profits accurately. Developing marketing strategies and funnels that converted leads into paying clients consistently. Building custom dashboards and reporting systems to monitor KPIs, automate reminders, and track performance seamlessly. My approach is results-driven, hands-on, and tailored. I don’t just write plans—I make them actionable, connected, and optimized for growth. If you’re ready to take your business to the next level with clarity, automation, and proven strategies, I provide fast, pr

Automation & Integration Specialist

Feb 2011 - Feb 2021 • 10 yrs

I help businesses connect their tools and automate workflows to reduce manual work and improve productivity. My focus is building reliable integrations between SaaS platforms so teams can manage projects, bookings, analytics, and communication in one connected system. Key Work: Integrating Openclaw with project management tools (Monday, Asana, Trello, ClickUp, Notion, Jira) Automating booking and scheduling systems (Calendly, Acuity, Chili Piper, SimplyBook) Setting up analytics tracking (Mixpanel, Amplitude, Adobe Analytics, Segment, Matomo) Creating workflow automation using Zapier and triggers Syncing data between multiple platforms and dashboards