
tracy bracy
Business Automation with AI Chatbots, Workflows and More
Skills

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Work experience
Lead Automation & CRM Consultant
Eleve Realty Group • Freelance
Jul 2025 - Jul 2025 • 0 mos
What I Built: I designed an end-to-end lead qualification and property-matching system. Using a custom AI chatbot (Voiceflow + OpenAI), I automated the initial screening of Facebook Ad leads. Using Make.com, qualified leads were instantly routed into HubSpot CRM, triggering specific deal pipelines. I also connected HubSpot to a custom Airtable database, which automatically matched the lead's budget with available property inventory and sent a personalized email with matching listings. Key Achievements: Reduced manual lead follow-up time by 40 hours per week for the sales team. Increased lead-to-appointment conversion rate by 35% through instant, 24/7 AI responses. Scaled their monthly closed deals from 5 to 12 within the first three months of implementation.
Business Operations Automator
APX Digital Growth Agency • Freelance
Apr 2025 - May 2025 • 1 mo
What I Built: A completely touchless client onboarding experience using Zapier. Once a client paid an invoice via Stripe, Zapier automatically updated the client's lifecycle stage in HubSpot, generated a customized contract via DocuSign, created a dedicated Slack channel, and populated an Airtable project tracking base. Key Achievements: Slashed client onboarding time from 3 days to under 10 minutes. Eliminated 100% of human error in contract drafting and folder creation. Allowed the founders to take on 2x more clients per month without operational bottlenecks.
Systems Integration Architect
The MindMap Coach Academy • Freelance
Feb 2025 - Feb 2025 • 0 mos
I migrated the client's messy tech stack into a streamlined HubSpot and Airtable setup. Using Zapier, I connected their webinar platform, Stripe, and HubSpot. When a student purchased a course, Zapier automatically granted them access to the community platform, logged their cohort details in Airtable (for progress tracking), and started a 30-day automated email journey in HubSpot. Key Achievements: Boosted webinar attendance by 45% through highly personalized, automated SMS and email reminders. Reduced subscription churn by 20% using automated failed-payment recovery workflows. Saved the community manager 15+ hours a week in manual student management.