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Fiverr Pro
English
$
USD
I will audit and optimize your customer workflow and CRM process
CRM and Workflow Automation, Customer Success, Business Support
Hi,
I'm a German-English business professional specializing in CRM management, workflow automation, customer success and business support.
I help businesses streamline their customer lifecycle — fro...
About this Gig
Is your customer workflow too manual, disconnected or difficult to manage?
I will review your current customer journey and CRM process to identify bottlenecks, repetitive tasks and opportunities for automation.
Depending on your package, I can analyze:
CRM & pipeline structure
Customer journey & workflows
Email and follow-up processes
Appointment & reminder workflows
Manual tasks that can be automated
Connections between individual process steps
You will receive practical recommendations focused on creating a more structured, efficient and manageable workflow.
Premium also includes the implementation of one agreed basic automation.
English & German support available.
Not sure which package fits your setup? Send me a message before ordering and briefly describe your current workflow.
Business type:
Startups
•
Solopreneurs
Service type:
Integrations
•
Workflow optimization
•
Process mapping
My Portfolio
FAQ
What do you need from me to start?
A brief description of your current workflow, the tools you use and the main challenges you would like to improve. Depending on the project, temporary access or screenshots may also be helpful.
Which tools and platforms can you work with?
I work with tools including HubSpot, Pipedrive, Salesforce, Calendly, ActiveCampaign, and Make. If you use another platform, please contact me before ordering.
Does this Gig include automation implementation?
Basic and Standard focus on analysis and optimization. Premium includes implementation of one agreed basic automation. More complex implementations can be added separately or handled as a follow-up project.
Can you work with both English and German workflows?
Yes. I work fluently in English and I am a native German speaker. I can review and structure workflows in either language.
What happens if my workflow is more complex than the selected package?
Please contact me before ordering. I can review your requirements and recommend the most suitable package or create a custom offer.
