Are your leads getting lost? Is your CRM disorganized? Does your sales team struggle to follow a consistent process?
I help businesses build structured CRM systems and scalable Sales Operations that improve visibility, organization, and execution.
With experience in Marketing Operations, Sales Operations, and Project Management, I design CRM workflows, optimize sales pipelines, organize lead management, document processes, and create KPI dashboards that support better decision-making.
Services include:
✔ CRM Setup & Optimization
✔ Sales Pipeline Design
✔ Lead Management
✔ Sales Process Mapping
✔ Workflow Design
✔ ClickUp & CRM Organization
✔ Dashboard & KPI Creation
✔ Process Documentation (SOPs)
✔ Sales Operations
✔ Team Workflow Optimization
My experience
As a Marketing Operations Project Manager, I coordinated internal teams and external agencies, managed projects in ClickUp, maintained Marketing and Sales dashboards, and supported process improvements focused on reducing churn, improving cash collection, and increasing operational efficiency.
I also worked in Sales Operations, supporting commercial leadership through CRM management, process optimization, data organization, and operational reporting that enabled better business decisions.
My background also includes Google Ads, LinkedIn Sales Navigator, inbound marketing, and lead generation, giving me a strong understanding of the entire customer journey—from lead acquisition to sales execution.
Why work with me?
- Experience connecting Marketing, Sales, and Operations
- Strong analytical and process-oriented mindset
- Organized documentation and clear communication
- Focus on measurable improvements and scalable systems
- Reliable project delivery with attention to detail
Whether you're using Kommo, Pipedrive, HubSpot, ClickUp, Notion, or another platform, I can help you organize your CRM and create an efficient sales operation that supports business growth.
Keywords: CRM, Sales Operations, CRM Setup, CRM Optimization, Sales Pipeline, Lead Management, Workflow Design, ClickUp, Pipedrive, Kommo, HubSpot, Dashboard, KPI, Process Improvement, Project Management.