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Sales & Marketing Analysis / Data / Strategy / Plans

CRM Optimization (HubSpot, Salesforce)

$79/hr Starting at $250

🛑 Stop fighting your CRM. Start commanding your growth. 🚀

If you’re reading this, you probably already know the uncomfortable truth: your CRM isn’t working for you—you are working for it. 😓

Whether you are on HubSpot or Salesforce, or some other CRM, you likely made the investment hoping for a sleek, automated revenue engine. Instead, you have an expensive digital Rolodex cluttered with bad data, confusing workflows that reps ignore, and zero visibility into what’s actually happening in your pipeline.

💥 The chaos is killing your ability to scale.

I don't just "fix" CRMs. I am an operational architect. ⚙️ I take the disorder of your current processes and transform them into a high-performance system designed for predictable growth.

I bridge the gap between your high-level business strategy and the operational gears that need to turn daily.

When we optimize your CRM, here is what you will accomplish: 👇

✅ Turn Chaos into Clarity: We will audit your current state to eliminate friction. You will gain a "single source of truth" where data is clean, reliable, and actionable. 

✅ Enforce Sales Process Precision: No more guessing. We will build your proven sales methodology directly into the CRM infrastructure. Your reps will have clear, buyer-aligned stages and dynamic playbooks that guide them to close faster. 

✅ Automate for Efficiency: We will slash administrative waste. By integrating AI and smart automation, your team stops data entry and starts selling. 🤖 

✅ Align Your Revenue Teams: Marketing, Sales, and BDRs will finally operate in one cohesive ecosystem with shared visibility and synchronized handoffs. 🤝

Don't settle for operational friction. Let’s build a framework that connects strategy, systems, and people—turning your disorder into measurable performance. 📈

Let’s talk about turning your CRM into a system that wins. 👋

About

$79/hr Ongoing

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🛑 Stop fighting your CRM. Start commanding your growth. 🚀

If you’re reading this, you probably already know the uncomfortable truth: your CRM isn’t working for you—you are working for it. 😓

Whether you are on HubSpot or Salesforce, or some other CRM, you likely made the investment hoping for a sleek, automated revenue engine. Instead, you have an expensive digital Rolodex cluttered with bad data, confusing workflows that reps ignore, and zero visibility into what’s actually happening in your pipeline.

💥 The chaos is killing your ability to scale.

I don't just "fix" CRMs. I am an operational architect. ⚙️ I take the disorder of your current processes and transform them into a high-performance system designed for predictable growth.

I bridge the gap between your high-level business strategy and the operational gears that need to turn daily.

When we optimize your CRM, here is what you will accomplish: 👇

✅ Turn Chaos into Clarity: We will audit your current state to eliminate friction. You will gain a "single source of truth" where data is clean, reliable, and actionable. 

✅ Enforce Sales Process Precision: No more guessing. We will build your proven sales methodology directly into the CRM infrastructure. Your reps will have clear, buyer-aligned stages and dynamic playbooks that guide them to close faster. 

✅ Automate for Efficiency: We will slash administrative waste. By integrating AI and smart automation, your team stops data entry and starts selling. 🤖 

✅ Align Your Revenue Teams: Marketing, Sales, and BDRs will finally operate in one cohesive ecosystem with shared visibility and synchronized handoffs. 🤝

Don't settle for operational friction. Let’s build a framework that connects strategy, systems, and people—turning your disorder into measurable performance. 📈

Let’s talk about turning your CRM into a system that wins. 👋

Skills & Expertise

CRMCRM OptimizationData CollectionHubSpotSalesforce

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