Most teams treat their CRM like an SMS or newsletter tool.
I treat it like a revenue growth engine.
That shift is worth millions, and most brands don't see what they're losing until someone shows them.
I've spent 4+ years in lifecycle and retention marketing, building the systems that turn one-time buyers into repeat customers and silent subscribers into reliable revenue. Klaviyo, Braze, Customer..io, Iterable, HubSpot, ActiveCampaign, Brevo, MailerLite, and GoHighLevel. Different platforms, same job: design the journeys that compound revenue after acquisition.
Acquisition cost keeps rising. Paid social CAC has roughly doubled in three years. The brands winning now aren't spending more on ads. They're squeezing more from every customer they've already paid to acquire. Welcome flows that actually convert. Abandoned cart sequences that recover real money. Post-purchase journeys that turn first orders into second, third, tenth. Replenishment reminders that hit before the customer thinks to reorder. Win-back flows that pull churned subscribers back before they're gone. VIP tracks that protect the customers who matter most.
When this work is done badly, it doesn't look like a fire. It looks like a slow leak. Brands quietly lose 20 to 40 percent of their potential lifetime value to broken flows, lazy segmentation, fatigued lists, and emails that quietly hit spam. The cost shows up in the gap between the revenue you're making and the revenue you should be.
Recent build: a French health and wellness brand needed to turn cold leads into bookings and repeat customers. I designed a lead-to-booking lifecycle, segmented prospects by engagement state, ran email and SMS as one coordinated journey, and iterated weekly on cadence, copy, and channel mix. Over €100,000 in attributed booked revenue. Lifted repeat-booking rate. Not by sending more emails. By sending the right email to the right segment, at the right moment.
What I bring:
- Platform fluency across the major lifecycle stacks. Triple Klaviyo certified.
- Flow architecture that drives revenue, not vanity metrics.
- SMS and WhatsApp as real channels, integrated with email.
- Structured A/B testing weekly, not quarterly. Wins are documented in a reusable playbook.
- AI in production. Claude and ChatGPT for copy and segmentation, n8n for sync, enrichment, and alerts.
I work for founders, agencies, and growth teams.
If your CRM should be earning more than it is, let's talk.
Customer Retention Strategy
Marketing Analytics
Shopify
Klaviyo
HighLevel
Automation
Marketing Automation
CRM Automation
Lead Generation
Sales Funnel
Email Marketing
Marketing Strategy
Landing Page
Zapier
SMS
Customer Relationship Management
Customer Lifecycle Messaging
Customer Retention
Ecommerce Marketing
Email Marketing Strategy
Michelle R.
Mechanicsburg, Pennsylvania
$85/hr
5.0
128 jobs
Top 1% on Upwork · $400K+ earned · 5.0 rating. I go inside growing businesses and rebuild the operations, systems, and revenue infrastructure that are quietly costing time and money.
Growing companies don't stall because they lack ambition. They stall because their systems can't keep up. The CRM nobody trusts. The automations that quietly fail. The founder is still manually checking everything because nothing truly runs without them. That's where I come in.
𝐖𝐡𝐲 𝐦𝐲 𝐛𝐚𝐜𝐤𝐠𝐫𝐨𝐮𝐧𝐝 𝐢𝐬 𝐝𝐢𝐟𝐟𝐞𝐫𝐞𝐧𝐭
Most CRM specialists think in workflows. I think in systems.
Before I ever touched HubSpot, I built a Quality Management System from scratch for a Fortune 100 logistics company, led ISO 9001 certification end to end, and drove 25% year-over-year operational improvement in a 200+ person logistics operation. That experience taught me something most marketers never learn: how to design processes that are dependable, measurable, auditable, and built to scale, not just functional today.
I then spent nearly three years embedded inside ActiveCampaign, one of the world's leading marketing automation platforms, building the CRM architecture, lifecycle automation, and reporting infrastructure that supports large-scale CRM, automation, and reporting operations, not just individual client accounts.
That combination, operations discipline from the ground up plus deep MarTech expertise, is what makes the systems I build different from what most freelancers deliver.
𝐖𝐡𝐚𝐭 𝐈'𝐯𝐞 𝐛𝐮𝐢𝐥𝐭
• $17,000/month in ad spend savings by identifying zero-return channels and recommending platform migration
• 40+ HubSpot portals rebuilt or architected from scratch
• 800% increase in Google review volume in 30 days through process automation for a legal services marketing agency
• Designed and implemented well over 1,000 automation workflows across CRM, marketing, sales, and operations platforms
• ISO 9001 certification implemented at a Fortune 100 facility
𝐖𝐡𝐚𝐭 𝐈 𝐝𝐨 𝐢𝐧 𝐩𝐫𝐚𝐜𝐭𝐢𝐜𝐞
Most clients come to me with one of three situations. Their systems were set up by someone else and nobody fully understands them. Their CRM has data but the team doesn't trust it. Or the founder is still in every decision even though that was supposed to change months ago. All of these are fixable.
I'm typically brought in by agencies, legal and professional services firms, SaaS companies, and founder-led businesses that have outgrown their current systems and need operational infrastructure that can support the next stage of growth.
𝐈 𝐡𝐞𝐥𝐩 𝐠𝐫𝐨𝐰𝐢𝐧𝐠 𝐜𝐨𝐦𝐩𝐚𝐧𝐢𝐞𝐬 𝐰𝐢𝐭𝐡:
• HubSpot, GoHighLevel, and ActiveCampaign architecture, lifecycle automation, and pipeline operations
• RevOps and GTM systems including deal tracking, lead routing, and marketing-to-sales handoff
• AI-enabled workflow automation using Claude, ChatGPT, Zapier, and Make
• Executive dashboards and KPI reporting leadership actually uses
• SOP development and operational process documentation
• Cross-functional project and program management
𝐖𝐡𝐚𝐭 𝐜𝐥𝐢𝐞𝐧𝐭𝐬 𝐜𝐨𝐧𝐬𝐢𝐬𝐭𝐞𝐧𝐭𝐥𝐲 𝐬𝐚𝐲: collaborative, solution oriented, fixes it fast, comes back when needed.
Great businesses don't scale because they buy more software. They scale because their operations become predictable. That's where I come in.
ActiveCampaign
Marketing Automation
Email Marketing
HubSpot
Marketing Automation Strategy
Marketing Operations & Workflow
Zapier
Process Improvement
CRM Automation
SaaS
Data Integration
Data Management
Revenue Management
Business Operations
Program Management
KPI Metric Development
Automated Workflow
Lee M.
Lodi, California
$10/hr
5.0
2 jobs
If your HubSpot feels more complicated than it should, I'll find out why, and fix the system behind the problem.
You shouldn't need spreadsheets to understand your CRM. Your sales team shouldn't be manually doing what HubSpot was built to automate. And your leadership team shouldn't have to question whether the numbers in your dashboards can be trusted.
That's where I come in.
I'm a HubSpot Expert and Certified HubSpot Consultant with 7+ years of hands-on experience building, fixing, and optimizing HubSpot systems for B2B, SaaS, ecommerce, and agency businesses.
I've completed 110+ HubSpot CRM implementations, migrations, optimizations, and cleanups, but what matters more is how I approach them.
I don't treat HubSpot like a collection of features. I treat it like the operating system behind your revenue process.
I look at how leads enter your business, how they're qualified and routed, how sales works them, what happens after conversion, and how your team measures revenue. Then I build the system around how your business actually operates.
What I can help you fix
“We're paying for HubSpot, but we're not getting enough from it.”
I'll audit and optimize your Marketing Hub, Sales Hub, CRM Automation, workflows, reporting, and customer journeys to uncover where leads, time, or revenue are being lost.
“Our CRM data is a mess, and nobody trusts the reports. ”
I'll clean up duplicate records, properties, lifecycle stages, workflows, and data structures so your team can finally rely on the CRM.
“We're implementing HubSpot and don't want to rebuild everything later .”
I'll design your CRM Implementation, CRM Configuration, pipelines, lead scoring, lead routing, workflow automation, integrations, and reporting, around your actual sales process from day one.
What I've delivered
110+ HubSpot implementations, migrations, and portal cleanups
30–40% reduction in manual admin work through workflow automation and lead routing
* Data structures rebuilt across 40+ portals
* Thousands of duplicate records resolved and reporting accuracy restored
* Sales pipelines supporting $500K–$8M+ in tracked deal value
* 200+ custom workflows, nurture sequences, and lead scoring models
* Hands-on experience across Marketing Hub, Sales Hub, and Service Hub
Core expertise
CRM & RevOps: HubSpot CRM Setup, CRM Implementation, CRM Architecture, CRM Configuration, CRM Migration, CRM Cleanup, Pipeline Setup, Lifecycle Stages, Contact Management, RevOps, Sales Operations.
Automation & Growth: Workflow Automation, Marketing Automation, Email Automation, Sales Automation, Lead Generation, Lead Scoring, Lead Routing, Customer Journey Automation, Email Campaign Automation, Sales Enablement.
Reporting & Integrations: Dashboard Reporting, Tracking Setup, API Integrations, Data Integration, Apollo .io, Shopify, WordPress, Microsoft Dynamics 365, Mailchimp.
CMS & Development: CMS Hub, Website Optimization, Custom Development, Theme Development, Custom Modules, HubL, HTML, SEO, Conversion Optimization, A/B Testing.
Why clients work with me
I care about what happens after the build.
A complicated workflow isn't good automation. A beautiful portal nobody understands isn't a successful implementation. And a dashboard that doesn't help you make decisions is just decoration.
So I build practically.
Every property has a reason. Every workflow has a purpose. Every pipeline reflects a real process. Every dashboard should answer a business question.
You also get clear documentation and hands-on training, so your team can confidently own the system after handoff.
With a 97% Job Success Score and a strong base of repeat clients, my approach is simple:
Understand the problem. Fix the root cause. Build what matters. Leave your team better equipped.
If your HubSpot is messy, underperforming, unreliable, or simply not built for the way your business operates, SENDS me a message and tell me what's frustrating you.
I'll help you figure out what's broken, what should be fixed, and what your next move should be.
KEYWORDS FOR PROFILE: HubSpot CRM, Marketing Hub, Sales Hub, CMS Hub, CRM Setup, CRM Implementation, CRM Configuration, Workflow Automation, Marketing Automation, Email Automation, Lead Generation, Lead Scoring, Lead Routing, Sales Automation, Contact Management, Pipeline Setup, Dashboard Reporting, API Integrations, Custom Development, Theme Development, Custom Modules, HubL, Website Design, Website Optimization, CRM Migration, WordPress Migration, Shopify Migration, Apollo io Integration, Data Integration, Tracking Setup, SEO, RevOps, Sales Operations, Marketing Strategy, Sales Enablement, CRM Automation, Customer Journey Automation, Email Campaign Automation, B2B Marketing, Conversion Optimization, A/B Testing, Shopify, WordPress, Wix, HTML, Mailchimp, Keap, Microsoft Dynamics 365, Clay com, Pardot, PPC, SEO, Social Media Marketing, Project Management
HubSpot
Marketing Automation
Email Marketing
Lead Generation
Customer Relationship Management
CSS
HTML
JavaScript
Shopify
Web Design
WordPress
Marketing Strategy
Search Engine Optimization
CRM Automation
Email Automation
CMS Development
Marketing Campaign Setup & Implementation
Automation
Web Development
Keap Marketing
Omolara Linda B.
Ikeja, Nigeria
$13/hr
5.0
11 jobs
I turn first-time buyers into long-term clients and lost leads into revenue.
With 20+ years in customer-facing roles, I specialize in the full post-sale journey: onboarding that sticks, communication that builds trust, and retention strategies that reduce churn and drive renewals.
I also handle inbound sales, lead qualification, and consultative closing when your pipeline needs it.
What I deliver:
Customer onboarding - Structured, confidence-building processes that reduce early churn
CRM optimization - HubSpot, Airtable, and general CRM setup, cleanup, and workflow automation
Retention & win-back - Upsell paths, renewal systems, and re-engagement campaigns that recover silent accounts
Lead qualification & inbound sales - Consultative conversations that move prospects from "interested" to "committed"
Customer communication systems - Email flows, touchpoint mapping, and response frameworks that keep clients informed and satisfied
Cross-functional coordination - Bridging sales, support, and operations so no client falls through the gaps
Industries I know well: Logistics | Healthcare | Education | Coaching & Consulting
Tools: HubSpot | Airtable | CRM Platforms | Email Automation | Customer Portals | Workflow Automation
Why clients hire me: I don't just manage tickets or send follow-ups. I design the systems that make customers feel understood, supported, and loyal, and I execute them without hand-holding.
If your churn is high, onboarding is chaotic, or your CRM is a mess, I will fix the root cause, not the symptom.
Reach out today, my DM is wide open!
Customer Onboarding
Upselling
CRM Software
Customer Engagement
Customer Retention
Inbound Inquiry
Lead Qualification
Email Automation
Customer Support
Communication Strategy
HubSpot
Airtable
Journey Mapping
Sales Consulting
Sales Management
B2B Lead Generation
B2C Marketing
Account Management
Cross Functional Team Leadership
Marketing Operations & Workflow
Dominique H.
London, Canada
$130/hr
4.9
18 jobs
I help companies turn lifecycle marketing into a revenue engine that improves activation, retention, CAC, and customer lifetime value, without adding headcount.
If you're investing heavily in paid acquisition but struggling with activation rates, dormant users, or churned users that can't scale, I solve exactly that. I specialize in building end-to-end retention systems for fintech, SaaS, and consumer apps using email, SMS, push notifications, and in-app messaging.
💼 What I Bring to the Table
I don't just send campaigns, I build scalable lifecycle infrastructure that drives measurable business results through behavioral psychology, data analysis, experimentation, and hands-on execution.
At a credit-building fintech, I scaled lifecycle marketing from 250k to 1.2 million active paying users and over 3M+ contacts.
Along the way, I:
• Increased activation rates by 6 percentage points.
• Improved churned-user reactivation by 10 percentage points
• Ran 100+ experiments in six months to optimize the customer journey
• Increased targeted messaging coverage from 50% to 91%
• Built an AI-powered content engine that reduced campaign production time by 60%
• Developed SMS compliance frameworks and push notification libraries for a regulated industry
🎯 The Problems I Solve
Low activation and onboarding drop-off: I build onboarding journeys and activation campaigns that help users reach value faster.
Poor retention and dormant users: I create win-back and re-engagement programs that turn inactive users back into customers.
Lifecycle marketing that doesn't scale: I design segmentation, automation, and lifecycle infrastructure that enables small teams to operate efficiently at enterprise scale.
🏢 Who I Work With
• Fintech companies
• SaaS businesses
• Consumer apps
• Subscription businesses
• Product-led companies
• High-growth startups investing in customer acquisition
🛠️ Core Skills & Platforms
Lifecycle Marketing: Lifecycle Marketing • CRM Marketing • Retention Marketing • Marketing Automation
Platforms: Braze • Customer io
Channels: Email • SMS • Push Notifications • In-App Messaging
Strategy: Customer Segmentation • Journey Mapping • Onboarding • Activation • Win-Back Campaigns • Retention • Behavioral Segmentation • A/B Testing
Analytics: BigQuery • SQL • Cohort Analysis • Funnel Diagnostics • Campaign Attribution
🚀 My Approach
I start with the data to understand where users drop off, which segments drive growth, and which lifecycle opportunities deliver the highest impact. From there, I build scalable customer journeys, automation, and testing frameworks that continuously improve activation, retention, and lifetime value.
My focus is practical execution backed by measurable results—not just more campaigns.
I'm currently rebuilding my portfolio with updated case studies, but my experience spans enterprise-scale lifecycle marketing programs that deliver meaningful business outcomes.
🤝 Let's Talk
If you're looking to improve activation, retention, or lifecycle marketing performance, I'd be happy to learn more about your business and discuss how I can help.
Email Marketing
HubSpot
Klaviyo
Copywriting
Zoho CRM
MailerLite
Email Copywriting
Audience Segmentation & Targeting
Customer Retention
Content Writing
Facebook Ads Manager
Zapier
CRM Software
Shopify
B2C Marketing
Looker Studio
Irene C.
San Salvador, El Salvador
$50/hr
4.9
95 jobs
A go-getter, passionate about marketing and automation. Thinking outside the box is my mantra and solving problems in an efficient and seamless way is one of my skills.
Specialties: Email marketing campaigns and automations, CRM management, newsletter content creation, SEM and SEO. Web statistics and analysis to develop your personal communication strategy, and customer service strategies.
More than 16 years in the Digital Marketing industry.
I have a degree in Communication and Marketing
Other certifications: Salesforce Marketing Account Engagement, Pardot Specialist certified. Google ads certified, Hubspot marketing software certified, and several courses on advanced Facebook and Pinterest given by SMMU.
I hope that together we can make your business objectives a reality!
CRM Automation
Salesforce Marketing Cloud
Pardot
Pardot Development
Email Marketing
Pardot Marketing
Email Marketing Strategy
Email Marketing Consultation
Salesforce
Marketing Automation
Email Automation
Marketing Automation Strategy
Salesforce Lightning
Video Editing
AI Video Generation
How it works
Post a job for freePost a job
Tell us what you need. Create your own job post or generate one with AI then filter talent matches.
Hire top talent fast
Consult, interview, and hire quickly, so you can meet the freelancers you're excited about.
Collaborate easily
Use Upwork to chat or video call, share files, and track project progress right from the app.
Payment simplified
Manage payments in one place with flexible billing options. Only pay for approved work, hourly or by milestone.
Don't just take our word for it
“Upwork provides an umbrella-level of security. I can see a talent’s work history and ratings. I can hold payments in escrow. I can communicate through Upwork Messages instead of working through my email address.”
KD
Kim Darling
Emerald Tiger
“Upwork is the best platform to hire skilled professionals when we're not looking for a full-time employee. All the companies in our portfolio use Upwork to find talent across a wide range of fields.”
DM
David Merry
Kinetic Investments
“Our very specific requirements can be a challenge—With Upwork, we’re able to access a bigger community to ensure the success of our projects.”
KK
Katja Krohn
Summa Linguae
How do I hire a BlueDot Specialist on Upwork?
You can hire a BlueDot Specialist on Upwork in four simple steps:
Create a job post tailored to your BlueDot Specialist project scope. We’ll walk you through the process step by step.
Browse top BlueDot Specialist talent on Upwork and invite them to your project.
Once the proposals start flowing in, create a shortlist of top BlueDot Specialist profiles and interview.
Hire the right BlueDot Specialist for your project from Upwork, the world’s largest work marketplace.
At Upwork, we believe talent staffing should be easy.
How much does it cost to hire a BlueDot Specialist?
Rates charged by BlueDot Specialists on Upwork can vary with a number of factors including experience, location, and market conditions. See hourly rates for in-demand skills on Upwork.
Why hire a BlueDot Specialist on Upwork?
As the world’s work marketplace, we connect highly-skilled freelance BlueDot Specialists and businesses and help them build trusted, long-term relationships so they can achieve more together. Let us help you build the dream BlueDot Specialist team you need to succeed.
Can I hire a BlueDot Specialist within 24 hours on Upwork?
Depending on availability and the quality of your job post, it’s entirely possible to sign up for Upwork and receive BlueDot Specialist proposals within 24 hours of posting a job description.