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Hi, thanks for checking out my profile! I’m a detail-oriented CRM and marketing automation specialist with over 9 years of experience helping businesses improve their systems, workflows, and customer communication. While my background includes digital marketing, sales funnels, and lead generation, my work is now primarily focused on backend operations, CRM management, and building automations that connect platforms and eliminate repetitive manual work. My experience includes: * CRM setup, customization, and optimization * Marketing and sales automation * Complex workflow creation * Connecting platforms through Zapier, Make, webhooks, and native integrations * Email and SMS automation * Lead nurture and follow-up sequences * Contact management, segmentation, tagging, and pipeline organization * Workflow troubleshooting and process improvement * Sales funnel and customer journey strategy * Copywriting for emails, SMS, ads, and landing pages * Reporting, tracking, and operational process development I have hands-on experience with platforms including: * Zoho CRM and other Zoho applications * GoHighLevel * Ontraport * HubSpot * ActiveCampaign * Klaviyo * Mailchimp * Constant Contact * Zapier * Make I’ve built and managed workflows involving lead distribution, appointment scheduling, contact updates, email and SMS follow-up, pipeline movement, internal notifications, data synchronization, and integrations between multiple software platforms. I’ve worked with businesses across recruiting, franchising, fitness, consulting, ecommerce, childcare, financial services, and other industries. I’m comfortable learning new systems, diagnosing inefficient processes, and creating practical solutions that are organized, reliable, and easy for a team to use. Whether you need help cleaning up an existing CRM, connecting multiple platforms, troubleshooting an automation, or building a new workflow from the ground up, I’d be happy to help.

Bilingual administrative professional with over 5 years of executive and administrative support experience and a proven ability to manage fast-paced office environments. Adept in calendar management, customer service, data entry, and confidential record-keeping. Known for strong communication skills, high attention to detail, and a professional, solution-oriented approach. Additionally brings 14+ years of entrepreneurial leadership, offering a well-rounded perspective in business operations, client relations, and team coordination. Highly organized, personable, and dependable. Fluent in English and Spanish. Proficient in Microsoft Office. Core Competencies Executive Support & Office Management Customer Service & Client Relations Bilingual Communication (English/Spanish) Scheduling & Calendar Management Inventory & Order Management Confidentiality & Data Entry Multitasking & Prioritization Staff Leadership & Training Microsoft Office Suite Social Media & Marketing

👋 Hello, I am WorkFlowJoe 🤓 I am an Airtable operational technology specialist and database architect. I will be your guide and friend as we co-build an epic Airtable base that we will both very very proud of. I have perfected a 3 phase method. The WorkFlowJoe way PHASE 1. Data Schema (The objectively correct tables that reflect your reality) PHASE 2. Column and formulas and workflows PHASE 3. Interfaces and UX Over the past 9 years I have helped 300+ business on projects ranging from quick spreadsheet jobs to multi month long system overhauls in diverse industries I can meet with you for free for an hour or two to get on the same page about what you're looking for. I am confident you'll find my experience enlightening and style refreshing. A few of my clients: festival.sundance.org - The Film festival texasflange.com - Large inventory system solanacenter.org - Food recycling accountability luvinarms.org - Vegan nonprofit salpaonebuilder.com - Property Management antssports.com - Huge afterschool sport and summer camps programs Summa.energy - Fuel Delivery Best, Joseph PS I am self-taught, articulate, hard-working, intelligent, and helpful. I look forward to meeting you and then helping you succeed.

Relationship-driven businesses typically start because of a founder's deep passion to help the people they serve. It's what gets them out of bed in the morning. But delivering that seamless experience to every client requires a whole world of systems, follow-up, technology, and coordination happening behind the scenes. This is where I come in. Over ten years working directly alongside service-based business owners and entrepreneurs, I've developed a habit of looking at the full picture: where clients come from, how they're handled, where the process breaks down, and what needs to improve so that passion can actually reach the people it's meant for, without burning out the person running it. I work at the intersection of operations, client experience, and technology. AI and automation are part of that picture, but applied strategically. Pushing automation into every corner of a business just to check a box can create as many problems as it solves. What actually works is a thoughtful integration that supports the team and enhances the client journey without losing the human qualities that relationship-driven businesses are built on. My job is to see how all those pieces connect, where they create friction when they don't, and to make sure nothing important falls through the cracks from first contact to loyal client. I'm bilingual in English and Spanish, which adds real value for businesses working across language and culture, and I work well in environments where trust, nuance, and follow-through are non-negotiable.

Hello! I'm Meg - your biz systems and marketing tech muse. If you are a solopreneur or small business drowning in tech overwhelm, stuck in tool indecision, or ready to finally get your systems running like clockwork - I'm your gal. I bring equal parts creative thinking and technical expertise to every project. Whether you need a done-for-you CRM build, a marketing funnel setup, or a guided done-with-you implementation so you can hit the ground running with your new tool, I can make it happen. CRM Setup & Client Service Fulfillment Automation I specialize in full CRM setup - from inquiry through off-boarding, so that your client experience is smooth, professional and as automated as you desire. Not sure which CRM is right for you I can also help you find your best match. Tools: - High Level (+white labels - FGF, FEA Create, Biz Systems Magic, etc) - HoneyBook - Dubsado - 17hats Digital Marketing, Funnels & Automation I build the tech side of your marketing - email sequences, pages, funnels, checkout, and chat marketing and the automations to make it run, so that your audience moves seamlessly from stranger to paying client. Tools: Email Markeitng: High Level, Kit, Active Campaign, FloDesk, Mailerlite Chat Marketing (FB/IG DM & comment automations): High Level, Manychat Website, Funnel & Page Builders: High Level, Elementor/Wordpress, Wix, Squarespace, Kajabi, Systeme, ThriveCart, Clickfunnels, Convertbox Online Course & Community Platform Setup Is your course ready but the tech is tripping you up? Or maybe you are ready to start your free or paid community? I can help you choose a tool and get it live! I set up and support: - Course Platforms: High Level, Kajabi, MemberVault, ThriveCart Learn/Academy, Systeme - Community Platforms: Heartbeat, High Level, Systeme, Skool Other productivity and Design tools: Notion, Clickup, Airtable, Smartsuite, Plutio, Slack, Milanote, Miro Canva, Affinity, Adobe Creative suite, Camtasia, Loom Who I work with I primarily work with 1:1 or 1:x service providers - consultants, coaches, practitioners and creatives (who may also sell digital products, create courses or programs, and host communities.) Sweet spot niche clients - Sleep Consultants (Baby, Child and Adult) and Spiritual & Wellness Practitioners. A bit about me I bring 25+ years of experience to the table. For many of those years I dual-tracked as the owner of my own photography studio alongside a corporate role. I worked in process improvement, project coordination, business analysis, and software system setup and administration. That combination gave me a rare blend of real-world business ownership experience and structured systems thinking. In my eight years of freelancing, I’ve honed down to what I do best: tool-centered strategy, done-for-you implementation, and hands-on training. I thrive on learning new software, embracing change, and building systems that keep your business humming without taking over your life. Innovation is my happy place. Ready to get some systems automagical goodness going in your biz? Check out my project catalog for ready-to-go offerings, or send me a message and let’s chat about your project!

CRM & Automation Expert | HubSpot, Zapier, & Ontraport Specialist | 5+ Years of Experience With over 5 years of experience in CRM software, automation implementation, and strategy, I specialize in helping businesses streamline their processes and maximize efficiency. My expertise spans multiple CRM platforms, deeply focusing on HubSpot (all hubs) and Ontraport. I also bring extensive knowledge in chat and email marketing, email deliverability, and affiliate marketing strategies. What I Bring to Your Project: CRM Mastery: Proficient in HubSpot, Ontraport, and other CRM platforms, with 20+ HubSpot certifications and Manychat certification. Automation & Integration: Expertise in automating workflows, integrating data, and optimizing business processes using BPA (Business Process Automation) and BPMN (Business Process Model and Notation). Technical Skills: Basic HTML & CSS knowledge, CMS development (HubSpot & Ontraport), and experience in implementing affiliate marketing strategies. Detail-Oriented Approach: Meticulous attention to detail, ensuring accuracy through rigorous testing, documentation, and SOPs. Adaptability: Proven ability to tackle new challenges, solve problems critically, and deliver results across diverse industries. Project Management: Strong organizational and leadership skills to successfully complete projects on time and within scope. Why Work With Me? I prioritize clear and open communication to ensure your project goals are fully understood and met. My commitment to delivering 100% client satisfaction means you can trust me to handle your CRM and automation needs precisely and carefully.