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→ Oversaw a $100M financial portfolio at CCA Canada → Grew a home services sales team from $20K to $500K+ a month by fixing their speed-to-lead (from 24-hour response time to under 5 min), restructuring their CRM, and automating their quote system → Sold over $4M of investment and education packages online Hi, I'm Ben 👋 I've seen where businesses bleed in real time. Now I build the AI and automation systems that stop it, and increase revenue and productivity within the company. ___ The longer, coffee-in-hand version: I'm Ben. I live in Toronto. Most clients want to work with me because I'm fun to work with, I have real-life experience as a financial consultant for a billion-dollar company, I grew a local company from $20K to $500K a month, and I've got one of the best smiles you'll find on Upwork. Over the last few years I've been fortunate to learn and put into practice: → Workflow automation (n8n, Zapier, Make) — data moves without anyone touching it → RAG knowledge systems, your team asks a question, gets an accurate answer from your own documents in seconds → AI voice and chat assistants, handles inbound calls, qualifies leads, and books appointments 24/7 without staff → End-to-end CRM automation, leads captured, tagged, routed, and followed up automatically (GoHighLevel, HubSpot, or your stack) → Revenue and ops audits, I map where your process is leaking time and money, then build the fix Most businesses don't have a revenue problem. They have an operational drag problem. Your team is capable, your offer is solid, but between a new client signing and delivery, things fall through the cracks We'd hit it off if you're in one of these industries: → Service businesses (home services, law, accounting, coaching) → Marketing agencies managing lead pipelines → Operations teams drowning in repetitive manual work If you're not sure if we're a fit, just message me. The first conversation is always free.

With over 5 years of hands-on experience in the marketing industry and a strong academic foundation through an Integrated MBA in Marketing, I specialize in helping businesses modernize their marketing operations through a blend of strategic insight, creative execution, and AI-powered automation. What began as a passion for digital marketing and social media trends has now evolved into a mission: to help businesses streamline workflows, reduce manual effort, and drive measurable growth using AI. Services that I offer: - AI Marketing Automation & Consulting: Identify automation opportunities, implement AI tools like ChatGPT, Zapier, and Make.com to improve lead management, content workflows, and customer engagement. - Digital Strategy Development: Tailored marketing strategies and brand positioning backed by data and creativity. - Social Media & Content Management: Calendar planning, content creation, platform automation, and performance optimization. - Performance Marketing: Google Ads, Facebook/Instagram Ads, campaign builds, A/B testing, and ROI tracking. - Landing Page Optimization: High-converting landing pages with compelling copy and seamless user experience. - Analytics & Reporting: Actionable insights via Google Analytics, campaign performance audits, and detailed reporting. Why Clients Trust Me - Proven success across multiple industries with data-backed strategies and scalable marketing systems. - Expert in AI implementation for marketing and business process automation. - Strong communication and reporting—so you're always in the loop. - Timely delivery, attention to detail, and a consultative approach tailored to your goals. Whether you're a small business looking to automate repetitive marketing tasks or an established brand aiming to integrate AI into your growth strategy, I bring the right balance of human insight and machine efficiency to deliver results. Let’s build smarter, faster, and better—together.

🏆 Top 10 Close CRM Solutions Partner Worldwide • Partner Since 2021 • $15M+ Revenue Impact Most CRM problems aren't technology problems. They're architecture problems. Wrong pipeline stages, no automation, reps logging nothing, managers flying blind. I've spent 4+ years fixing those problems for high-ticket sales teams on Close CRM, and before that I lived them as a sales professional myself. That background matters. I don't just know how Close works. I know what sales teams actually use, what they ignore, and what breaks down at 10 reps versus 30. It changes what I build. 📊 RESULTS ✅ $577K recovered in 90 days from a dormant lead database — no new leads acquired ✅ Coaching company scaled from $150K → $550K/month in 3 months after full Close rebuild ✅ 50% reduction in sales cycle length from 60+ days to under 30 in one quarter ✅ $400K cash collected from a single end-of-year pipeline clear-out (14.6% reply rate) ✅ $70K → $230K/month revenue growth in 4 months ✅ $15M+ in recovered and generated revenue across CRM engagements 🔧 WHAT I BUILD IN CLOSE CRM • Pipeline architecture — stages, custom fields, opportunity logic, and lead routing that mirrors your actual sales process • Smart view hierarchy — structured dialing patterns so every rep always knows exactly who to call next, in what order, and why • Automated activity tracking — workflow-triggered activities that collect sales data and drive CRM updates automatically, without relying on rep discipline. Cleaner data, faster segmentation, better decisions • Dropped lead identification — smart views and triggers that surface stalling deals and cold leads before they're gone for good • Sequences & automation — outbound, follow-up, no-show recovery, reactivation, multi-channel cadences • Reporting & dashboards — rep performance, pipeline health, conversion rates, revenue attribution • Airtable integration — real-time BI dashboards pulling live Close data • Zapier & integrations — connecting Close to your full stack (Calendly, Stripe, Typeform, Instantly, and more) • Data migration, deduplication, field standardization & CRM cleanup 🚀 JUST GETTING STARTED ON CLOSE CRM? Most CRM systems become duct-taped messes not because of the platform but because of how they were set up on day one. Wrong pipeline stages that don't reflect reality. No automation, so reps do everything manually. Stage logic that makes data useless before it's ever collected. Six months later, nobody's using it. If you're new to Close, the single best investment you can make is building the foundation correctly before habits form and bad data accumulates. I've rebuilt enough broken CRMs to know exactly what to prevent. A first-time Close CRM build with me includes: • Discovery of your sales process before a single field is created, architecture follows process, not the other way around • Pipeline and stage design that produces clean, usable data from day one • Smart views your team will actually dial from and no more 'who do I call?' • Automation built in from the start so manual work never becomes a habit • Sequences ready to deploy on day one, follow-up, no-show recovery, reactivation • Rep training and SOPs so adoption isn't left to chance Scope depends on team size and complexity. Message me with your team size and what you're building. I'll give you a straight answer on what it takes. ✅ BEST FIT IF YOU ARE • Running a sales team on Close CRM that's outgrown its current setup • New to Close and want it built right, not rebuilt six months from now • Sitting on a database of old leads with no system to reactivate them • A founder or sales leader who needs real pipeline visibility, not gut feel • A team that keeps adding tools hoping one of them fixes the problem MESSAGE ME ✉️ Most CRM problems are fixable faster than you think. Let's find out. ------------------------------------------------------------------------------------------------------------------- Close CRM Consultant | CRM not working | Fix my CRM Duct-taped sales stack | Sales team not using CRM | CRM adoption High-ticket sales CRM | Coaching business CRM | B2B Sales Automation SMB Sales Automation | Consulting firm CRM | Agency CRM Sales pipeline cleanup | Lead routing automation | Email marketing automation Commission tracking | Recurring revenue reporting | Payment reconciliation Sales rep accountability | KPI dashboards | Sales leaderboard Outbound sales system | SDR system | Setter closer workflow Close CRM training | CRM onboarding | Sales team onboarding | CRM Audit | CRM Architecture | Dormant Lead Recovery

I saved a hospital $100K in software licensing costs, gave an aerospace maintenance engineer back 2.5 hours a day, and built the automated systems used in a $4.5B utility company, helped a realtor make $30K in one month, saved a botox clinic $4,700 in one month. 17 years inside enterprise IT, now building the same systems for small teams at freelance speed. A few of the things I have built: → Ran a licence usage analysis across a hospital's software estate and cut $100K of spend on seats nobody was using → Automated a daily projects follow up job at an aerospace maintenance company that was taking one engineer 2.5 hours every single day, about 600 hours a year back → Built automated systems and data visualization dashboards for a utility company with a $4.5B market cap → Built a CMA and offer-comparison system for real estate agents that turns a folder of PDFs into a side-by-side seller decision in minutes → Built an inventory tracker for a medical clinic that catches waste and expiring stock before it is thrown out, worth $4,700 in a single month → Built an appointment and follow-up system for a dental clinic that filled 35 slots in 7 days What I actually do: I build the automation, and I build the part most freelancers skip. Who can log in. What happens when someone leaves. Where the data is stored and whether the vendor trains on it. What gets logged, so you can prove what the system did six months from now. I spent 17 years running IT Infrastructure, identity and access inside hospitals and large regulated organizations. I was the person a new system had to get past before it went live. Most of them did not get past me on the first try, and it was almost never the tool that was the problem. That is why my builds tend to survive contact with a real IT department. Tools I work in: Claude Code, Make, Zapier, n8n, OpenAI and Anthropic APIs, Python, Power BI and custom dashboards, Airtable, Google Workspace and Microsoft 365, Azure, Entra ID, SharePoint, REST APIs and webhooks. How I work: You get a short call where I ask about the process, not the software. I map what actually happens now, including the steps people do by hand and never mention. Then I cut the process before I automate it, because automating a 14-step workflow that should be 7 steps just makes the mess run faster. I am vendor-neutral. I do not resell anything and I take no commission from any tool I recommend. Where I am not the right fit: I do not do one-off scraping jobs, I do not do design work, and I will not connect a tool to your client data without telling you exactly where that data ends up. If you have a process that eats hours every week and nobody has had time to fix it, send me the messy version. That is the one I want. 👋

💼 25+ Years of Experience As a Fractional CMO and Marketing Growth Strategist, I specialize in creating scalable systems that save time, reduce costs, and deliver measurable results. I work with businesses to break down departmental silos, fostering collaboration between sales, marketing, and operations. By leveraging my expertise in technology optimization, lead generation, automation, and data-driven decision-making, I help organizations transform their workflows and exceed their goals. ● What I Can Do for Your Business ✅ Lead Generation Creating targeted strategies to attract and convert high-quality leads using organic and paid methods, including PPC, SEO, and social media campaigns. I optimize landing pages, implement lead magnets, and ensure seamless CRM integrations for nurturing and tracking. ✅ Marketing & Sales Automation I build workflows that automate repetitive tasks like email follow-ups, lead scoring, and appointment reaminders. With user behavior triggers (e.g., website visits, cart abandonment, or email engagement), I design personalized experiences that optimize conversions and streamline operations. ✅ Data-Driven Reporting & KPI Tracking I create actionable dashboards that provide real-time insights into performance metrics like conversion rates and campaign ROI. These reports help businesses make informed decisions to refine strategies and maximize outcomes. ✅ Customer Support Systems By integrating live chat, ticketing systems, and AI-driven tools into CRMs, I enhance the customer experience. This ensures quicker resolutions, improved satisfaction, and valuable feedback for continuous improvement. ✅ A/B Testing & Continuous Optimization Through iterative testing and in-depth analysis, I fine-tune campaigns, ad creatives, email sequences, and landing pages. My goal is to maximize ROI and ensure your strategies evolve with market trends. ✅ C-Level Communication & Alignment I provide leadership teams with clear, strategic insights to bridge the gap between marketing, sales, and operations. My high-level reporting ensures alignment on growth objectives and drives informed decision-making. ✅ Notable Achievements: ● Boosted client satisfaction and operational efficiency by automating tax return reviews and creating custom CRM solutions. ● Developed digital marketing strategies that enhanced customer acquisition and significantly improved marketing ROI. ● Led the transformation of a motor data platform into an industrial asset solution, delivering substantial cost savings through tech outsourcing. Why Work With Me? With a proven track record of optimizing processes, fostering collaboration, and driving growth, I bring a holistic approach to business strategy. Whether you're scaling, launching a new initiative, or seeking to streamline operations, I deliver custom solutions that meet your unique needs. Let’s work together to transform your business into an efficient, growth-focused powerhouse. Ready to get started? Let’s discuss how I can help!

Expert-Vetted on Upwork (top 1%) and a HubSpot Platinum Partner. I lead ProfitPad, where we connect HubSpot to the systems that actually run your business and build AI agents that sit on top. Most HubSpot consultants will take your money, build you something clean, and disappear. You'll have a beautiful CRM that your team ignores and your leadership doesn't trust. That's the problem I fix. I'm Vitaly. I lead ProfitPad, a HubSpot Platinum Partner. I came up in sales, carried a quota, and know what it feels like to work inside a broken system as a rep trying to close, not as a consultant looking at it from the outside. That changes how I approach this work. Every project gets one dedicated certified consultant from kickoff to handoff. Not a team. Not a junior. One person who knows your system. // Who I work with Companies where at least one of these is true: • You run an ERP (Eclipse, Agility, Dynamics, Epicor) and HubSpot doesn't talk to it • The data is a mess and nobody trusts it anymore • Your team is drowning in inbound that needs custom responses, not auto-replies • A previous partner left things worse than they found them • You want AI that actually does work, not just generates text If you want a generic agency, ad management, SEO services, or a HubSpot setup with no real process problem to solve, I'm not your person. I'll tell you that before you waste time on a call. // What actually happened on real projects • Cooney Brothers runs Eclipse ERP. Their HubSpot migration had stalled for a year under a previous partner who claimed they'd integrated with Eclipse before. We took it over and finished the data integration in 2 months, over the holidays. Their words: "ProfitPad dove head-first into our antiquated ERP and found creative ways to capture hard-to-get-at data." • Fairbank Equipment needed their Eclipse ERP connected to HubSpot end-to-end. Quote and order data flowing both ways. Shipped clean. • Asaar Medical needed a full CRM build. Their last agency quoted 60 to 90 days. We did it in 3 weeks. Their words: "By far the best team out there." • Kevin Anderson & Associates is a professional services firm with an 18-stage workflow that lived in spreadsheets. We mapped the full process, built it in HubSpot Sales Hub, and connected it to Asana so delivery work auto-spawned on Closed Won. • EvaluAgent came to us with a deal flow problem. We redesigned the pipeline, added automation and ownership guardrails, and cut their sales cycle by 30%. They hired us again before the first project closed. • ENTR had no GTM infrastructure. We mapped their full sales process, integrated Apollo, and automated HubSpot end-to-end. $2M+ in pipeline delivered within weeks of go-live. // Why most implementations fail HubSpot is not a software problem. It's a process problem with a software layer on top. Consultants who skip discovery and go straight to configuration give you a system that looks right but doesn't match how your team actually sells. Nobody uses it. Nothing changes. We do structured discovery before we touch anything. We find where deals actually drop. We map what leadership thinks is happening versus what the data shows. Most clients find out in week one that the problem they hired us to solve isn't the real problem. Then we build. And before we hand anything off, we run HubSpot as if we're your reps. We test every workflow the way a rep would actually use it, find the friction, and fix it before it becomes your problem. Most agencies never do this. It's exactly why adoption fails. That's the work. The configuration is the easy part. // How it works Fixed fee. Phased delivery. One consultant, start to finish. Full documentation at the end so your team owns the system and doesn't need us to run it. We'd rather you refer us to the next company than need us to hold your hand forever. Projects typically run $7.5K to $25K depending on scope and HubSpot tier. ERP integrations and multi-system builds price separately. // One question to ask every consultant you're considering "Tell me about a time your discovery changed the direction of the project." If they can't answer with a specific story, they're skipping the part that matters most. Send me a message with what you're trying to fix. I'll tell you within 24 hours if we're the right fit. If we're not, I'll tell you that too, and point you somewhere better. --- HubSpot CRM expert HubSpot RevOps HubSpot audit HubSpot cleanup HubSpot onboarding HubSpot automation CRM setup HubSpot workflows HubSpot for startups SaaS RevOps Revenue Operations HubSpot dashboards HubSpot migration HubSpot lifecycle stages HubSpot sales pipeline HubSpot sales HubSpot optimization HubSpot revamp HubSpot setup