Noah

CRM Automation & Workflow Specialist

Self-Employed / Freelancer • Self-employed

Mar 2023 - Present • 3 yrs 6 mos

CRM automation specialist helping businesses streamline sales, lead management, customer follow-up, and internal operations through customized CRM systems and automated workflows. I design and optimize sales pipelines, lead nurturing sequences, email and SMS automations, appointment booking systems, client onboarding processes, reporting dashboards, integrations, and advanced workflow logic. My work focuses on reducing repetitive manual tasks, improving lead response times, organizing customer data, and creating scalable systems that help teams manage prospects from initial inquiry through conversion. Projects include CRM setup, workflow automation, pipeline management, lead routing, lifecycle automation, contact segmentation, dashboard reporting, third-party integrations, and system optimization.

HubSpot & GoHighLevel Automation Specialist

Self employed / Freelance • Self-employed

Mar 2023 - Present • 3 yrs 6 mos

I help businesses build and improve automated CRM systems using HubSpot and GoHighLevel. My work includes setting up lead pipelines, automated follow-up sequences, contact segmentation, deal stages, appointment booking systems, email and SMS workflows, lead routing, and customer onboarding automations. I also configure custom triggers, branching logic, lifecycle stages, reporting dashboards, and third-party integrations to connect different parts of the sales and marketing process. My focus is on creating organized, reliable CRM systems that reduce manual work, improve lead management, support faster follow-up, and give businesses better visibility into their sales pipeline and customer journey.