Hire the Best Onboarding Specialists in Anaheim, CA

🚀 I help businesses automate lead management, customer journeys, and CRM operations using AI-powered workflows. With 7+ years of experience across Customer Success, CRM systems, and business operations, I build scalable automations that reduce manual work, improve response times, and create better customer experiences. Whether you're struggling with lead follow-up, onboarding, pipeline management, or customer communication, I can help you design and implement systems that scale. What I can help you with: ✔ CRM Automation & Workflow Design ✔ GoHighLevel, Salesforce & Intercom Automation ✔ Lead Capture & Lead Nurturing Systems ✔ Customer Journey & Lifecycle Automation ✔ AI-Powered Customer Support Workflows ✔ Sales Pipeline Automation ✔ Process Optimization & Operational Efficiency ✔ AI Chatbots & Conversational Automation ✔ CRM Setup, Cleanup & Optimization Tools: GoHighLevel | Salesforce | Intercom | Make | Claude | OpenAI | HubSpot | Zapier | Slack | Notion | ClickUp | Ollama If you're looking for a CRM Automation Specialist who understands both customer operations and automation systems, send me a message and let's discuss your project.

Most Google Ads problems aren’t actually Google Ads problems. You’ve probably hired someone to “fix” your campaigns before. They restructured ad groups, adjusted bids, rewrote some copy, and results barely moved. That’s because the ads were never the real issue. The research, the landing experience, the offer, the tracking, that’s where conversions are won or lost. Ads just drive the traffic. I fix the whole system. I’m Sean, Founder of WordFunnel and former Director of Paid Search at Fat Earth Media, where I built the paid search division from zero and helped lift client retention by 50%. Over 10+ years, I’ve managed $15M+ across Google, Microsoft, and Meta Ads, but what actually moves numbers is the work around the ads: research-driven strategy, high-converting landing pages, clean tracking, and disciplined optimization. Here’s how I’m different from most Google Ads freelancers: • I start with research. Competitor analysis, ICP definition, messaging and offer alignment, before a single ad is written. • I build landing pages that convert. Strategy-informed pages designed around your audience, not generic templates. • I build campaigns engineered for low CPC. Tight structure, precise targeting, and strong relevance scores, made possible because steps 1 and 2 are already done right. • I set up real tracking. GA4, GTM, conversion events, call tracking, so you know exactly what’s working and what isn’t. • I optimize from evidence. Dashboards, QA systems, and testing frameworks that turn data into decisions. I also bring analytics and automation depth that most media buyers don’t: SQL, Python, BigQuery, Looker Studio, Tableau, and Power BI. Decisions are based on evidence, not gut feel. Beyond ads, I work across the full revenue engine when needed: • SEO and organic growth systems (technical audits, content strategy, AEO) • Lifecycle and retention (email/SMS flows, segmentation, LTV optimization) • Reputation and trust (review pipelines, proof assets, conversion-focused trust pages) • Sales automation (CRM design, lead routing, Zapier/n8n/Make workflows, executive dashboards) Best fit: B2B services or ecommerce teams doing $1M+ who want measurable growth, clean tracking, and a system that actually compounds. My working style: 1. Diagnose: I audit the numbers, the funnel, and the tracking until the real constraint is clear. 2. Rebuild the foundation: research, landing pages, account structure, tracking, and budget alignment. 3. Scale with controlled tests: consistent experimentation, clean reporting, and disciplined iteration. Tell me your goal (profit, leads, CAC, ROAS) and what you’ve tried. I’ll tell you what I’d fix first and why. Message me with your site, your primary KPI, and your current monthly ad spend, I’ll suggest the fastest path to improvement.

I help with simple, accurate, and organized admin/data tasks. I can help with: • Data entry • PDF to Excel / Word conversion • Copy-paste tasks • Web research • Google Sheets cleanup • Spreadsheet formatting • File organization • WordPress content upload • Google Docs / Microsoft Word formatting I focus on clean work, clear instructions, fast turnaround, and double-checking the final output before delivery. If your task is repetitive, detail-based, or needs to be completed accurately, I can help.

I'm an operations leader who joined Owner, a venture-backed restaurant SaaS company in San Francisco, as employee #1, and spent five years scaling the company from a hacker house to a $1B unicorn and 200+ employees. Over those five years, I worked directly alongside founders and the C-suite on business strategy, customer experience, and building the teams that executed on both. There were no systems, no playbooks, no processes, and no team when I joined. I built them. Across Onboarding, Customer Success, Support, Logistics, Operations, and People Ops, I ran each function myself before building each team and infrastructure around it. What I bring to the companies I work with is a systems thinking and strategic approach to operations, developed across every stage of that growth. I work with SaaS founders and scaling teams, from product launch through Series B, on operational infrastructure, process design, and the execution frameworks that enable teams to grow without their operations falling behind the business. What I've built, and what I can bring to your team: • DISCOVERY, PMF & LAUNCH • — Joined pre-launch and embedded in early customer discovery, sitting with restaurant owners to understand their needs and shaping what got prioritized and built — Present through product-market fit and the first MVP launch — Manually onboarded Owner's first 100 customers myself, running each through training, go-live, and post-launch success across multiple calls. Built the training playbook, success playbook, and post-live playbook that became the foundation the team operated from. • CLIENT OPERATIONS • — Built and led Onboarding, Customer Success, Support, and Logistics simultaneously, hiring and managing each team while managing 200+ active accounts prior to a formal CS function — Defined the KPIs, SLAs, and OKRs each function operated against, managed teams to them, and held each to hitting and exceeding targets. Mapped the full Sales → Onboarding → CS handoff process, establishing clear swim lanes, owners, and accountability at every stage of the customer journey — Drove Support NPS to 80+, response time to under 30 seconds through 24/7 phone coverage, and resolution time to under 24 hours — Designed a ramp program that had new hires productive within their first week; partnered with BPO agencies to free up internal teams for higher-leverage work • PRODUCT & GROWTH • — Partnered directly with Engineering, Product, and Design for the company's first two and a half years, bringing customer and operational insight to roadmap decisions and feature prioritization — Served as the connection point between customers and product, translating firsthand client experience into improvements that supported retention and growth • PROCESS & AUTOMATION • — Audited and redesigned workflows across client-facing and internal functions, eliminating manual bottlenecks and building processes teams could follow without constant oversight — Implemented automation solutions across onboarding, support, and operations to reduce manual coordination and free teams for higher-value work — Built SOPs, playbooks, and process documentation across every function, ensuring institutional knowledge was accessible and not dependent on any one person • SYSTEMS • — Led migrations and integrations across every function over five years: CRMs, support ticketing, telephony, HRIS, and employee recognition tools — Consolidated the tech stack to centralize customer data across Sales, Onboarding, CS, and Support, enabling better forecasting, earlier churn identification, and more informed decisions across Revenue and Operations • PEOPLE OPS • — Built People Ops from scratch across a fully remote global team growing from 40 to 200+ employees: headcount planning, HRIS, global payroll, performance frameworks, and the full employee lifecycle — Achieved 95% engagement across 200 people through a recognition, rewards, and culture strategy built for a distributed team If any of this sounds like where you are, I'd love to hear what you're building!