Customer Relationship Management Consultant
Customer Relationship Management Consultant
I help businesses audit, repair, and rebuild CRM systems so automation is reliable and reporting can be trusted.
Work includes lifecycle sequences, segmentation, integrations, data hygiene, and team documentation/training.
- Audit CRM setup (fields, tags, pipelines, campaigns) and identify gaps, risks, and quick wins.
- Design lifecycle automation (lead capture, nurturing, onboarding, retention) with tested edge cases.
- Customize CRM platforms and integrate with forms, booking, email, SMS, and reporting tools.
- Set up clean data standards and reporting to improve segmentation and decision-making.
- Document workflows and train teams so changes are maintainable.
Outcomes
- Cleaner CRM data and more consistent follow-up across lead and customer journeys.
- More predictable operations through tested automations and clear documentation.
- Improved visibility via reporting and segmentation teams can trust.
Tools & skills
- Digital Marketing
- WordPress
- CRM Program Management
- Infusionsoft
- Marketing
- CRM Databases
- PHP
- Data Analytics
- API Development
- Customer Relationship Management (CRM)
- Social Media Marketing
- Infusionsoft Developer
- Zapier
- CRM Integration
- Infusionsoft Administration
- Google Analytics
- Keap
- Zoho CRM
- Content Marketing
- Ontraport
- Search Engine Optimization (SEO)
