Salesforce Solutions Architect | AI & Agentforce Expert | 15x Certified Developer, Architect & Admin Elevate Your Business with a Top-Rated Salesforce & AI Specialist With 15 Salesforce certifications and a proven track record of delivering successful Salesforce CRM implementations, AI solutions, and Agentforce automation, I help businesses scale, streamline operations, and maximize ROI through tailored and data-driven Salesforce strategies. Why Hire Me? ✅ Top-rated Salesforce Expert on Upwork with 80+ successful projects ✅ AI & Agentforce Specialist – Integrating AI for more intelligent business decisions ✅ End-to-End Salesforce Solutions – Implementation, integration, and customization ✅ Proven Success – Helping businesses boost efficiency & automation Key Skills & Specialties 🔹 Salesforce Development & Architecture Apex, Visualforce, Lightning Components (Aura/LWC) for custom app development API Integrations (REST, SOAP, Bulk API) 🔹 Salesforce Integration Expert Seamlessly integrating Salesforce with Stripe, Twilio, Mailchimp, AWS, Google, NetSuite, QuickBooks, Slack, HubSpot, and more 🔹 AI & Automation for Salesforce AI-powered predictive analytics, chatbots, process automation, and Einstein AI solutions Automating workflows and enhancing decision-making through AI-driven insights 🔹 Agentforce & Customer Engagement Optimizing Agentforce for enhanced productivity, AI-powered case routing, and customer engagement 🔹 Salesforce Consulting & Administration CRM architecture, system administration, data migration, workflows, and security setup Salesforce Certifications & Expertise Salesforce Certified: ✔ Platform App Builder ✔ Platform Developer I & II ✔ Administrator ✔ Sales Cloud Consultant ✔ Service Cloud Consultant ✔ Experience Cloud Consultant Advanced Specializations: ✅ Salesforce CPQ & Quote-to-Cash Implementation ✅ Einstein Analytics & Tableau CRM for Data Insights ✅ Marketing Cloud Automation (Journey Builder, AMPscript, Automation Studio) ✅ FinancialForce Customization for streamlined financial operations ✅ Field Service Lightning for optimized field operations Salesforce Implementation & Customization Services Sales Cloud 🔹 Lead & Opportunity Management 🔹 Conga Composer for advanced document generation 🔹 Custom reports & dashboards Service Cloud 🔹 OpenCTI, Live Agent, Knowledge Articles 🔹 Entitlement & Case Management 📩 Marketing Cloud & Pardot (B2B Marketing) 🔹 AI-powered lead scoring 🔹 Personalized email automation & retargeting 🛒 Commerce Cloud & Salesforce AI Solutions 🔹 Demandware, HTML/ISML, JavaScript, JSON 🔹 AI-powered customer segmentation & personalization Let’s Build Your Salesforce Success Together! Whether you need Salesforce implementation, AI automation, custom development, or process optimization, I provide scalable, high-performance solutions tailored to your business growth. Ready to optimize your Salesforce operations? Let’s connect and discuss your project today!

I hold a Master of Science in Computer Science from the Illinois Institute of Technology and a Microsoft Certified Developer credential. Over 12+ years, I've partnered with reputable US-based clients to architect and deliver web and mobile applications, ecommerce platforms, backend systems, and AI-powered solutions that support real business operations across industries — on time, on budget, and built to last. When mid-size and enterprise teams need a senior developer they can trust with complex, high-stakes projects — they hire me. What I do best: - .NET, PHP Python full-stack development — robust, secure, and enterprise-grade - Mobile app development (iOS & Android) from concept to launch - API design, development, and seamless third-party integrations - SQL Server & MySQL — database architecture, optimization, and performance tuning - AI & machine learning integration — intelligent features built into real products - Legacy system modernization, code audits, and architecture consulting - Full product lifecycle ownership: architecture → development → testing → deployment across Windows, Linux, and Mac environments Need more than one developer? I can provide a dedicated team of experienced developers and project managers for end-to-end delivery — giving you agency-level capacity with senior-level oversight, accountability, and a single point of contact you can trust. Who I work with: Mid-size and enterprise teams who need a technically strong, communicative partner — not someone they have to babysit. Whether you're scaling an existing platform, modernizing a legacy system, integrating AI into your product, or building something from the ground up, I bring the experience and leadership to move fast without cutting corners. Why clients keep coming back: I don't just write code — I bring product thinking, technical leadership, and a genuine investment in your business goals. I ask the right questions upfront, communicate proactively, flag risks before they become expensive, and deliver consistently. My clients value long-term partnerships, not one-and-done transactions. Got a project in mind? Send me a message and I'll get back to you within a few hours.

Hey there! I'm Sumit Mishra – Your Go-To Salesforce Expert I’m a 22x Certified Salesforce Consultant, Developer, and Solution Architect with over 13 years of experience helping organizations make the most of their Salesforce investment. I’ve worked with nonprofits, healthcare organizations, SaaS startups, and global enterprises—building smart, scalable, and secure solutions that drive real results. If you’re looking for someone who can truly understand your business needs, translate them into powerful Salesforce solutions, and work as an extension of your team—you’re in the right place. What I Do Best: Sales Cloud, Service Cloud & Salesforce CPQ: I help sales and support teams work smarter with streamlined processes, automation, and custom workflows. I’ve also implemented CPQ for dynamic quoting and approval cycles. NPSP (Nonprofit Success Pack): From donor management and grant tracking to volunteer portals and reports—I’ve set up full nonprofit CRM systems that drive impact and efficiency. Health Cloud: I’ve built HIPAA-compliant care plans, patient updates, and clinical workflows using Health Cloud, often paired with custom automation and Lightning Components. Marketing Cloud: I’ve created dynamic emails using AMPscript, built customer journeys in Journey Builder, managed Data Extensions, and automated campaigns that actually convert. Commerce Cloud & Experience Cloud: I’ve worked on B2B/B2C commerce portals, partner communities, and public-facing sites using LWC and Experience Cloud, tailored to unique business needs. Salesforce Setup, Customization & Integration: I build everything from the ground up—custom objects, Flows, Apex, LWC. Integrated Salesforce with platforms like QuickBooks, Stripe, Zoom, Outlook, and Gmail using REST APIs, Webhooks, and middleware like Zapier, Workato, and Dell Boomi. Reports, Dashboards & Analytics: I love turning messy data into clear insights. I’ve built advanced dashboards and reports for everything from forecast vs. actuals to donor segmentation and patient health outcomes. DevOps, Agile & Project Management: I use tools like Git, Copado, Gearset, Jenkins, and Salesforce DX for reliable deployments. I work in Agile sprints using tools like Jira, Asana, and ClickUp—always focused on getting things done right and on time. A Few Projects I’m Proud Of: LWC-powered Volunteer Portal for a nonprofit Automated donor lifecycle journeys with NPSP & Flow Patient alerts & care plans in Health Cloud Stripe + Zoom event automation from Salesforce Multilingual Conga quote generator for B2B sales Why Clients Love Working With Me: ✅ 13+ years of Salesforce experience ✅ 22 Salesforce certifications across Admin, Dev, Architect, and Marketing ✅ Strong communication and full ownership of projects ✅ Experience across multiple industries and use cases ✅ US time zone overlap for seamless collaboration Let’s Talk: If you need a Salesforce expert who brings both technical skills and business insight—I’d love to hear more about your project. Let’s connect and make something awesome together.

I help companies fix and scale Salesforce systems. Especially when integrations, automation, or data flows don’t work as expected. Over the past 15+ years, I’ve worked with startups, mid-size companies, and enterprises, turning Salesforce into a reliable system of operations, not just a CRM. Most of my work focuses on integrations, process automation, and cleaning up complex or underperforming setups. I’ve helped teams fix broken integrations between Salesforce and tools like HubSpot, NetSuite, and other APIs, clean up messy data after migrations, improve data integrity, and build scalable automation using Flows and Apex. I also work on optimizing lead routing, pipeline visibility, reporting, and connecting Salesforce with external systems. My core expertise includes Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud / Account Engagement (Pardot), CPQ, Nonprofit Cloud, Litify, AppExchange app development, integrations, automation, and data migration. From a technical perspective, I work with Apex, Lightning Web Components (LWC), Aura, Visualforce, Salesforce Flow (record-triggered and screen flows), Platform Events, REST/SOAP APIs, webhooks, data modeling, validation rules, and process automation. I have hands-on experience integrating Salesforce with platforms like HubSpot, NetSuite, SAP, Stripe, Twilio, DocuSign, PandaDoc, Celigo, Zapier/Make, FormAssembly, Formstack, WordPress, and OpenAI / ChatGPT. I focus on building systems that are stable, scalable, and actually used by teams, not overengineered solutions that break over time. If you’re dealing with a messy setup, broken sync, or need to build something reliable from scratch, happy to discuss. Certifications: Salesforce Certified Platform Developer II Salesforce Certified Platform Developer I Salesforce Certified Administrator I Salesforce Certified Platform App Builder Salesforce Certified Sales Cloud Consultant Salesforce Certified Experience Cloud Consultant Salesforce Certified JavaScript Developer I Salesforce Certified Service Cloud Consultant

🏆 Top 1% Expert-Vetted Salesforce Consultant | 99% Job Success Score | 5.0★ Rating Across 264 Engagements on Upwork I’m a ⭐️⭐️⭐️⭐️⭐️36x Certified Salesforce and 14x Certified HubSpot Expert (trailblazer.me/id/divschauhan), 3-time Dreamforce Hackathon Winner, with strong experience in AppExchange product development and active roles as a Salesforce Community Group Leader and Trailhead Answers Leader. ⭐️ Core skills include: ✅ Salesforce Implementation ✅ Salesforce Administration ✅ Sales Cloud ✅ Service Cloud ✅ Financial Services Cloud ✅ Experience Cloud ✅ Marketing Cloud ✅ Salesforce Maps ✅ Flow Builder ✅ Reports & Dashboards ✅ Lightning Pages ✅ Data Migration ✅ CPQ ✅ Commerce Cloud ✅ Agentforce I have worked with 🌟High Profile Clients🌟 in my Salesforce Career: ✅ Yamaha Motors(Fortune 500 Company) ✅ Ticket Master (~100 Million Estimated Revenue per Year) ✅ Lloyds Pharmacy(~150 Million Estimated Revenue per Year) 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬: ✅ Salesforce Certified MuleSoft Developer II ✅ Salesforce Certified B2C Commerce Developer ✅ Salesforce Certified MuleSoft Developer I ✅ Salesforce Certified B2C Solution Architect ✅ Salesforce Certified Marketing Cloud Developer ✅ Salesforce Certified Platform Developer II ✅ Salesforce Certified OmniStudio Developer ✅ Salesforce Certified Marketing Cloud Consultant ✅ Salesforce Certified Marketing Cloud Account Engagement Specialist ✅ Salesforce Certified Marketing Cloud Administrator ✅ Salesforce Certified Nonprofit Cloud Consultant ✅ Salesforce Certified Field Service Consultant ✅ Salesforce Certified CRM Analytics and Einstein Discovery Consultant ✅ Salesforce Certified CPQ Specialist ✅ Salesforce Certified Service Cloud Consultant ✅ Salesforce Certified Marketing Cloud Email Specialist ✅ Salesforce Certified Sales Cloud Consultant ✅ Salesforce Certified Platform App Builder ✅ Salesforce Certified Experience Cloud Consultant ✅ Salesforce Certified Administrator ✅ Salesforce Certified Platform Developer I 𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞 𝐃𝐞𝐯𝐞𝐥𝐨𝐩𝐦𝐞𝐧𝐭 & 𝐂𝐨𝐧𝐬𝐮𝐥𝐭𝐢𝐧𝐠: ✅ Configuring Salesforce orgs from scratch, including custom objects, fields, roles, and profiles ✅ Data cleansing and governance for accuracy and reliability ✅ Designing reports and dashboards for actionable insights ✅ Apex classes, triggers, Visualforce pages, Lightning Web Components (LWC), Aura ✅ Custom AppExchange product development and third-party integrations (REST/SOAP APIs, JSON, XML, web services) ✅ JavaScript/jQuery customization to extend Salesforce functionality ✅ AppExchange tool selection, administrator and end-user training, and go-live documentation 𝐇𝐮𝐛𝐒𝐩𝐨𝐭 𝐃𝐞𝐯𝐞𝐥𝐨𝐩𝐦𝐞𝐧𝐭 & 𝐂𝐨𝐧𝐬𝐮𝐥𝐭𝐢𝐧𝐠: ✅ HubSpot CRM setup ✅ HubSpot onboarding ✅ HubSpot customization ✅ HubSpot workflow automation ✅ HubSpot email marketing automation ✅ HubSpot lead management ✅ HubSpot pipeline setup ✅ HubSpot sales automation ✅ HubSpot reporting & dashboards ✅ HubSpot data migration ✅ HubSpot integration services ✅ HubSpot API integration ✅ HubSpot CMS development ✅ HubSpot landing page design ✅ HubSpot email template design ✅ HubSpot contact segmentation ✅ HubSpot data cleanup & deduplication ✅ HubSpot CRM optimization ✅ HubSpot lifecycle stage setup ✅ HubSpot support & maintenance ⭐️⭐️⭐️⭐️⭐️ Financial Services Salesforce Consultant | Service Cloud | Experience Cloud | Sales Cloud | Australia | Europe | UK | USA | Canada | UAE 𝐏𝐫𝐨𝐟𝐢𝐥𝐞 𝐊𝐞𝐲𝐰𝐨𝐫𝐝𝐬: Salesforce Developer, Salesforce Administrator, Salesforce Marketing Cloud, Salesforce CPQ, Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Commerce Cloud, Salesforce Einstein, Salesforce Admin, CRM Development, Email Studio, Salesforce Apex, Salesforce Architect, Salesforce lightning, Lightning Web Components, LWC, Salesforce Expert, Salesforce Lightning Web Components (LWC), Salesforce integration, Senior Salesforce Developer, Salesforce AppExchange, Salesforce App Development, Salesforce API, Salesforce, Marketing Cloud, Marketing Campaign, Pardot, Salesforce Development, Salesforce Admin, Salesforce Integration, Salesforce setup, Salesforce set up, Salesforce Customization, Salesforce dev, Account, Lead, Contact, Opportunity, Quote, Order, CPQ, PDF, SF dev, SFDC dev, Salesforce optimization, Managed Package, Unmanaged Package, app, application, publishing, publish, Lightning, Classic, Aura, Lightning Web Component, Lightning Framework, Visualforce, VF, Lightning page, Apex, Trigger, Batch, Apex Class, Scheduler, Scheduled Apex, Batch, Queue, Standard Objects, Custom Objects, Custom Fields, Validation, Validation Rules, Automation, Data, Setup, Einstein, Einstein GPT, EinsteinGPT, LinkedIn, Linked In, Apollo, Workflow, work flow, WF, Screen Flow, Screenflow, Flow, Trigger Flow, Triggerflow, Process Builder, process builder, email, email template, MailChimp, Mail Chimp, Einstein GPT, GPT4, Conga Composer & Conga Sign, Salesforce Maps, High Velocity Sales.

Your website should do more than look good, it should build trust, convert visitors, and grow with your business. I'm a Webflow expert and UX/UI designer with hands-on experience building custom Webflow websites, WordPress sites, CMS-powered platforms, and eCommerce experiences for SaaS companies, nonprofits, and growing businesses. With a 90% Job Success Score and $100K+ earned on Upwork, I deliver work that clients come back for, on time, on brief, and built to perform. ——— What I help clients achieve ——— ✦ Custom Webflow websites — responsive, CMS-powered, pixel-perfect, and built to scale ✦ UX/UI design — user flows, wireframes, Figma prototypes, and interface design grounded in real behavior ✦ WordPress development — custom themes, Elementor, ACF, WooCommerce, and performance builds ✦ eCommerce design — conversion-focused product pages, checkout flows, and store optimization ✦ Landing pages & lead-gen funnels — designed to capture, convert, and retain ✦ SEO-friendly structure — clean architecture, fast load times, and PageSpeed-optimized builds ——— Results I've delivered ——— → Webflow CMS builds that cut client content update time by over 60% → WordPress migrations that pushed PageSpeed scores from under 50 to 90+ → Landing page redesigns with improved UX that reduced drop-off and increased form submissions → eCommerce UX improvements that streamlined checkout and improved product page clarity ——— Services I offer ——— • Custom Webflow Website Design & Development • UX/UI Design — Figma Wireframes & Prototyping • WordPress Design & Development (Elementor, ACF, WooCommerce) • CMS Architecture & Content Structure • eCommerce Design — WooCommerce & Shopify • SaaS Website Design & Redesign • Landing Page & Lead Capture Funnel Design • Website Redesign & UX Audit • Performance Optimization & SEO-Friendly Structure • Nonprofit & Mission-Driven Website Builds ——— Why clients choose me ——— 90% JSS. $100K+ earned. Clean communication. Zero ghosting. I don't hand you a template and disappear, I think through the full picture: design, usability, structure, performance, and conversions. Whether you're a startup launching fast or an established brand overdue for a redesign, you get a partner who treats your project like his own. If your website feels outdated, underperforming, or unclear in its messaging, let's change that. Send me a message. I'll pinpoint your biggest UX issues and map the fastest path to a site that actually works for your business.

✅ Full-Charge Bookkeeping and Accounting Service | Tax Preparer | Certified Bookkeeper & QuickBooks Online Advanced ProAdvisor Bookkeeper | Accounts Receivable (AR) & Accounts Payable (AP) Management | Experienced QuickBooks Reconciliation | QuickBooks Online Cleanup 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 𝐐𝐮𝐢𝐜𝐤𝐁𝐨𝐨𝐤𝐬 𝐎𝐧𝐥𝐢𝐧𝐞 𝐏𝐫𝐨 𝐀𝐝𝐯𝐢𝐬𝐨𝐫 | 𝐅𝐂𝐂𝐀 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐚𝐧𝐭 | 𝐂𝐏𝐀 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐚𝐧𝐭 I Remote Bookkeeper with 10+ years delivering expert U.S. bookkeeping services, 𝐐𝐁𝐎 𝐛𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠, 𝐜𝐚𝐭𝐜𝐡-𝐮𝐩 𝐛𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠, and financial reporting for small business owners. As a certified bookkeeper and virtual bookkeeper, I provide accurate monthly bookkeeping, QuickBooks cleanup, bank reconciliation, and tax preparation support that keep your books clean, compliant, and decision-ready. QuickBooks & Accounting Software: • 𝐐𝐮𝐢𝐜𝐤𝐁𝐨𝐨𝐤𝐬 𝐎𝐧𝐥𝐢𝐧𝐞 (𝐐𝐁𝐎) 𝐏𝐫𝐨 𝐀𝐝𝐯𝐢𝐬𝐨𝐫 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 • 𝐐𝐮𝐢𝐜𝐤𝐁𝐨𝐨𝐤𝐬 𝐃𝐞𝐬𝐤𝐭𝐨𝐩 • 𝐗𝐞𝐫𝐨 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐞𝐫 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 • 𝐖𝐚𝐯𝐞 | 𝐌𝐘𝐎𝐁 | 𝐁𝐮𝐢𝐥𝐝𝐢𝐮𝐦 • 𝐆𝐮𝐬𝐭𝐨 & 𝐀𝐃𝐏 𝐏𝐚𝐲𝐫𝐨𝐥𝐥 𝐏𝐫𝐨𝐜𝐞𝐬𝐬𝐢𝐧𝐠 Core Bookkeeping Services: • Monthly Bookkeeping & Catch-Up Bookkeeping: • Complete monthly bookkeeping services for small businesses • Catch-up bookkeeping – bringing behind-schedule books current • Accounts Payable (A/P) – bill entry, vendor payments, expense tracking • Accounts Receivable (A/R) – invoicing, payment tracking, collections • Bank reconciliation – monthly account reconciliation in QuickBooks Online • Credit card reconciliation – matching statements with QBO transactions • General ledger review – ensuring GAAP compliance QuickBooks Online Services: • QuickBooks setup – company file creation, chart of accounts configuration • QuickBooks cleanup – fixing errors, reconciling discrepancies, organizing messy books • QBO migration – transferring data from Excel or other software to QuickBooks Online • QuickBooks training – teaching business owners effective QBO use • Multi-currency setup for international transactions Financial Reporting & Statements: • Financial statements – Balance Sheet, Profit & Loss, Cash Flow Statement • Financial reporting – custom reports for management decisions • Budget vs. actual reports – variance analysis for expense control • Financial forecasting – revenue projections and cash flow planning • KPI tracking and ratio analysis Month-End & Year-End Services: • Month-end closing – reconciliations, accruals, adjusting entries • Year-end closing – preparing books for tax season • Tax preparation support – tax-ready financial statements for CPAs • Sales tax tracking – quarterly filing preparation • 1099 preparation – contractor payment tracking and filing • Payroll processing support – Gusto/ADP reconciliation and reporting Specialized Services: Industry-Specific Small Business Bookkeeping: • E-commerce bookkeeping – Shopify, Amazon, WooCommerce integration • Real estate bookkeeping – property management, rental income tracking • Construction bookkeeping – job costing, progress billing • Retail bookkeeping – POS integration, inventory management • Professional services – law firms, consultants, agencies • Nonprofit bookkeeping – fund accounting, grant tracking Accounts Payable & Receivable Specialist: • A/P processing – bill management, payment scheduling • A/R processing – invoice creation, payment collection, aging reports • Cash flow management – optimizing receivables and payables Remote Bookkeeper Services: As a remote bookkeeper and virtual bookkeeper, I offer cloud-based bookkeeping: ✅ 100% Remote Services – Secure cloud access ✅ Monthly Bookkeeping Packages – Tailored to your business ✅ Catch-Up Bookkeeping Projects – Fast turnaround ✅ QuickBooks Cleanup Services – Error correction ✅ On-Demand Support – Financial guidance available ✅ Secure Collaboration – Safe document sharing Why Hire a Certified QBO Pro Advisor? ✅ 𝐐𝐮𝐢𝐜𝐤𝐁𝐨𝐨𝐤𝐬 𝐎𝐧𝐥𝐢𝐧𝐞 𝐄𝐱𝐩𝐞𝐫𝐭 – 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 𝐏𝐫𝐨 𝐀𝐝𝐯𝐢𝐬𝐨𝐫 ✅ 𝐔.𝐒. 𝐒𝐦𝐚𝐥𝐥 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐒𝐩𝐞𝐜𝐢𝐚𝐥𝐢𝐬𝐭 – 10+ 𝐲𝐞𝐚𝐫𝐬 𝐰𝐢𝐭𝐡 𝐜𝐥𝐢𝐞𝐧𝐭𝐬 ✅ 𝐀𝐜𝐜𝐮𝐫𝐚𝐭𝐞 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐑𝐞𝐩𝐨𝐫𝐭𝐢𝐧𝐠 – 𝐂𝐥𝐞𝐚𝐧, 𝐭𝐢𝐦𝐞𝐥𝐲 𝐬𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭𝐬 ✅ 𝐅𝐂𝐂𝐀 𝐐𝐮𝐚𝐥𝐢𝐟𝐢𝐞𝐝 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐚𝐧𝐭 – 𝐏𝐫𝐨𝐟𝐞𝐬𝐬𝐢𝐨𝐧𝐚𝐥 𝐜𝐫𝐞𝐝𝐞𝐧𝐭𝐢𝐚𝐥𝐬 ✅ 𝐕𝐢𝐫𝐭𝐮𝐚𝐥 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐞𝐫 – 𝐅𝐥𝐞𝐱𝐢𝐛𝐥𝐞 𝐫𝐞𝐦𝐨𝐭𝐞 𝐬𝐞𝐫𝐯𝐢𝐜𝐞𝐬 ✅ 𝐓𝐚𝐱-𝐑𝐞𝐚𝐝𝐲 𝐁𝐨𝐨𝐤𝐬 – 𝐎𝐫𝐠𝐚𝐧𝐢𝐳𝐞𝐝 𝐟𝐨𝐫 𝐬𝐦𝐨𝐨𝐭𝐡 𝐭𝐚𝐱 𝐩𝐫𝐞𝐩 ✅ 𝐋𝐨𝐧𝐠-𝐓𝐞𝐫𝐦 𝐏𝐚𝐫𝐭𝐧𝐞𝐫𝐬𝐡𝐢𝐩 – 𝐑𝐞𝐥𝐢𝐚𝐛𝐥𝐞 𝐬𝐮𝐩𝐩𝐨𝐫𝐭 Need a trusted QuickBooks Online Pro Advisor and certified bookkeeper? Whether you need monthly bookkeeping, QuickBooks cleanup, catch-up bookkeeping, financial statements, or virtual bookkeeping support, I deliver accurate, professional bookkeeping services. Let's discuss how I can support your business with clean books and clear financial insights!

Most founders already have plenty in motion. A website in progress. A CRM that is only half-used. Content ideas. A few warm leads. A launch coming up. Partnership conversations floating around. A sales team asking for better materials. A list of things everyone agrees should happen soon. The real question is: which moves will actually create growth, and in what order? That is where I am most useful. I step into the business, take in the full picture, spot the strongest opportunities, connect the pieces, and turn the noise into a practical plan people can actually execute. I have spent more than 20 years working across marketing strategy, go-to-market planning, strategic partnerships, brand positioning, content, media, email marketing, CRM systems, business development, sales enablement, and implementation. *Sometimes the work begins with a first-year roadmap. *Sometimes it means sharpening the offer, choosing the right audience, and deciding which channels deserve attention. *Sometimes it means building the campaigns, content workflows, landing pages, forms, sales materials, and follow-up systems that support growth. *Sometimes it means recognizing the partnership opportunity that opens a completely new path. A few examples: * Built a consultant referral and agency partner motion for an AI MarTech platform that generated 83% of first-year revenue * Built the GTM marketing function for a B2B company and helped shape a new service line that generated approximately $85,000 in its first six months * Moved a healthcare education business from KIT into GoHighLevel, organized the database and tagging structure, added text messaging, and developed email sequences that supported $10,000+ months from email campaigns alone * Developed a strategic relationship with the Austin Business Journal as part of a broader growth strategy that helped a construction company move from more than $48 million to $60 million * Built chamber-of-commerce relationships that gathered market insight and surfaced high-value prospective clients * Created more than 60 branded, bilingual, HIPAA-compliant Formstack workflows for a regulated healthcare business * Connected a nonprofit with the corporate partner that became its largest donor * Currently developing an experiential partnership involving a well-known gaming brand and a four-season Virginia resort Clients often bring me in for: **Growth Strategy** * Marketing strategy and practical growth roadmaps * Fractional CMO and senior marketing leadership * GTM strategy, ICP definition, positioning, and offer clarity * Personal-brand and content strategy **Marketing Systems** * Email campaigns, nurture sequences, and conversion paths * CRM, lead-generation, and follow-up systems * Website, landing-page, and content planning * Sales materials, pitch decks, and outreach messaging **Strategic Partnerships** * Partner-channel strategy * Referral, agency, and consultant programs * Sponsorships and experiential partnerships * Business-development opportunities I am comfortable stepping back to understand the larger commercial problem and getting close enough to the work to help move it forward. I can identify the priorities, shape the strategy, guide implementation, and keep the pieces connected. I also bring hands-on experience with HubSpot, GoHighLevel, KIT, Formstack, marketing automation, CRM workflows, email systems, and the practical infrastructure required to support the strategy. Tell me what you are building, what feels messy, and where you are trying to go. I will help you figure out what deserves attention first.

🚀 Email Marketing Automation Expert | Klaviyo Email Flows | HubSpot CRM Automation | GoHighLevel (GHL) Funnels | MailerLite | Brevo | Deliverability & Revenue Optimization Specialist Most email marketing fails for one reason it’s not built as a revenue system. If your emails are not consistently generating sales, recovering abandoned users, and increasing customer lifetime value (LTV), then your automation, segmentation, and deliverability structure needs optimization. I design and implement high-performance **email marketing automation systems** that turn email lists into predictable revenue channels using Klaviyo, HubSpot, GoHighLevel (GHL), MailerLite, and Brevo built for conversion, retention, and scalable growth. ──────────────────────────── 💡 WHY CLIENTS WORK WITH ME ──────────────────────────── ✔ I build full-funnel email automation systems designed specifically for revenue generation and customer lifecycle optimization ✔ I create high-converting Klaviyo email flows for e-commerce brands focused on abandoned cart recovery, post-purchase upsells, and repeat purchases ✔ I develop HubSpot CRM automation systems for B2B lead nurturing, pipeline acceleration, and sales conversion ✔ I build GoHighLevel (GHL) funnels and workflows that automate lead follow-up and conversion processes ✔ I optimize email deliverability, sender reputation, and inbox placement to maximize reach and engagement ✔ I implement behavioral segmentation systems based on user intent, engagement, and purchase behavior ✔ I improve core email KPIs including open rates, CTR, conversions, and customer lifetime value (LTV) through structured optimization ──────────────────────────── ⚙️ CORE SERVICES ──────────────────────────── ✔ Klaviyo Email Marketing Setup & High-Converting Flow Automation ✔ Abandoned Cart, Checkout Recovery & Browse Abandonment Systems ✔ Post-Purchase, Upsell & Cross-Sell Email Automation ✔ Welcome Series & Customer Onboarding Email Sequences ✔ Lead Nurture & Sales Funnel Email Automation ✔ Win-Back & Customer Reactivation Campaigns ✔ HubSpot CRM Email Automation & Pipeline Workflows ✔ GoHighLevel (GHL) Funnel Automation & Lead Follow-Up Systems ✔ MailerLite & Brevo Email Campaign Setup and Automation ✔ Email List Segmentation, Cleaning & Behavioral Targeting ✔ A/B Testing for Subject Lines, CTAs, Content & Timing ✔ Deliverability Optimization & Spam Issue Fixing ✔ Email Funnel Optimization & Conversion Rate Improvement ──────────────────────────── 🧰 PLATFORMS & SYSTEMS ──────────────────────────── ✔ Klaviyo ✔ HubSpot ✔ GoHighLevel (GHL) ✔ MailerLite ✔ Brevo ✔ ActiveCampaign ✔ Mailchimp ✔ Shopify ✔ WooCommerce ✔ Zapier ✔ Google Analytics 4 (GA4) ✔ Apollo ──────────────────────────── 📊 WHAT YOU CAN EXPECT ──────────────────────────── ✔ Increased email-driven revenue through optimized automation systems ✔ Higher open rates and CTR through advanced segmentation and personalization ✔ Stronger customer retention and repeat purchase behavior ✔ Improved deliverability and inbox placement performance ✔ Fully automated email systems that generate revenue 24/7 without manual intervention ✔ Clear reporting and attribution so you know exactly what is driving revenue growth 📞 READY TO SCALE YOUR EMAIL REVENUE? Your email list should be your highest ROI asset if it isn’t, you’re leaving money on the table every single day. Message me now and let’s fix that. I’ll break down your email system, uncover revenue leaks, and help you build an automation engine that actually converts, retains, and scales.

🚀 𝐈 𝐡𝐞𝐥𝐩 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬𝐞𝐬 𝐚𝐮𝐭𝐨𝐦𝐚𝐭𝐞, 𝐫𝐞𝐩𝐨𝐫𝐭, 𝐚𝐧𝐝 𝐦𝐚𝐧𝐚𝐠𝐞 𝐢𝐧𝐭𝐞𝐠𝐫𝐚𝐭𝐢𝐨𝐧𝐬 𝐚𝐜𝐫𝐨𝐬𝐬 𝐦𝐮𝐥𝐭𝐢𝐩𝐥𝐞 𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞 𝐂𝐥𝐨𝐮𝐝𝐬 𝐚𝐧𝐝 𝐨𝐭𝐡𝐞𝐫 𝐞𝐧𝐭𝐞𝐫𝐩𝐫𝐢𝐬𝐞 𝐩𝐥𝐚𝐭𝐟𝐨𝐫𝐦𝐬 𝐰𝐢𝐭𝐡 𝐜𝐮𝐬𝐭𝐨𝐦𝐢𝐳𝐞𝐝 𝐬𝐨𝐥𝐮𝐭𝐢𝐨𝐧𝐬. 👋 Hi! I’m 𝐒𝐡𝐢𝐯𝐚𝐦 𝐊, a 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 𝗖𝗲𝗿𝘁𝗶𝗳𝗶𝗲𝗱 𝗖𝗼𝗻𝘀𝘂𝗹𝘁𝗮𝗻𝘁 & Developer with 10+ 𝘆𝗲𝗮𝗿𝘀 𝗼𝗳 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 𝗶𝗻 𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞 𝐈𝐦𝐩𝐥𝐞𝐦𝐞𝐧𝐭𝐚𝐭𝐢𝐨𝐧 𝐚𝐧𝐝 𝐃𝐞𝐯𝐞𝐥𝐨𝐩𝐦𝐞𝐧𝐭. I specialise in designing scalable, business-driven Salesforce solutions that go beyond just technical setup. From aligning multi-cloud strategies to optimising end-to-end processes, I ensure every implementation delivers real impact—both technically and commercially. 🏆 🏆 🏆 𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬 🔥 𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 𝐀𝐝𝐦𝐢𝐧𝐢𝐬𝐭𝐫𝐚𝐭𝐨𝐫 🔥 𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 𝐏𝐥𝐚𝐭𝐟𝐨𝐫𝐦 𝐃𝐞𝐯𝐞𝐥𝐨𝐩𝐞𝐫 𝐈𝐈 🔥 𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 𝐒𝐞𝐫𝐯𝐢𝐜𝐞 𝐂𝐥𝐨𝐮𝐝 𝐂𝐨𝐧𝐬𝐮𝐥𝐭𝐚𝐧𝐭 🔥 𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 𝐓𝐚𝐛𝐥𝐞𝐚𝐮 𝐚𝐧𝐝 𝐄𝐢𝐧𝐬𝐭𝐞𝐢𝐧 𝐀𝐧𝐚𝐥𝐲𝐭𝐢𝐜𝐬 𝐃𝐢𝐬𝐜𝐨𝐯𝐞𝐫𝐲 🔥 𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 𝐌𝐚𝐫𝐤𝐞𝐭𝐢𝐧𝐠 𝐄𝐧𝐠𝐚𝐠𝐞𝐦𝐞𝐧𝐭 - 𝐏𝐚𝐫𝐝𝐨𝐭 𝐒𝐩𝐞𝐜𝐢𝐚𝐥𝐢𝐬𝐭 🔥 𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 𝐌𝐚𝐫𝐤𝐞𝐭𝐢𝐧𝐠 𝐂𝐥𝐨𝐮𝐝 𝐂𝐨𝐧𝐬𝐮𝐥𝐭𝐚𝐧𝐭 𝐚𝐧𝐝 𝐄𝐦𝐚𝐢𝐥 𝐒𝐩𝐞𝐜𝐢𝐚𝐥𝐢𝐬𝐭 🔥 𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 𝐏𝐥𝐚𝐭𝐟𝐨𝐫𝐦 𝐀𝐩𝐩 𝐁𝐮𝐢𝐥𝐝𝐞𝐫 🔥 𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 𝐏𝐥𝐚𝐭𝐟𝐨𝐫𝐦 𝐃𝐞𝐯𝐞𝐥𝐨𝐩𝐞𝐫 𝐈 🔥 𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 𝐂𝐏𝐐 𝐒𝐩𝐞𝐜𝐢𝐚𝐥𝐢𝐬𝐭 🏆 𝗪𝗵𝗮𝘁 𝗪𝗲 𝗗𝗼 Work with a 𝘀𝗺𝗮𝗹𝗹 𝘁𝗲𝗮𝗺 𝗼𝗳 𝘀𝗲𝗻𝗶𝗼𝗿 𝗲𝘅𝗽𝗲𝗿𝘁𝘀, who focus on delivering high-quality, customized solutions. We track all projects using 𝐀𝐬𝐚𝐧𝐚, so our clients can monitor progress 𝗶𝗻 𝗿𝗲𝗮𝗹 𝘁𝗶𝗺𝗲. ✅ 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 𝗦𝗲𝘁𝘂𝗽 & 𝗖𝘂𝘀𝘁𝗼𝗺𝗶𝘇𝗮𝘁𝗶𝗼𝗻 – From building new Salesforce solutions to enhancing existing ones. ✅ 𝗣𝗿𝗼𝗰𝗲𝘀𝘀 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻 – Streamline your daily operations with automation tools like 𝐅𝐥𝐨𝐰𝐬, 𝐏𝐫𝐨𝐜𝐞𝐬𝐬 𝐁𝐮𝐢𝐥𝐝𝐞𝐫, 𝐚𝐧𝐝 𝐀𝐩𝐞𝐱 𝐭𝐫𝐢𝐠𝐠𝐞𝐫𝐬. ✅ 𝗧𝗵𝗶𝗿𝗱-𝗣𝗮𝗿𝘁𝘆 𝗜𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗶𝗼𝗻𝘀 – Seamlessly integrate Salesforce with platforms like 𝐓𝐰𝐢𝐥𝐢𝐨, 𝐒𝐭𝐫𝐢𝐩𝐞, 𝐌𝐚𝐢𝐥𝐜𝐡𝐢𝐦𝐩, 𝐑𝐢𝐧𝐠𝐂𝐞𝐧𝐭𝐫𝐚𝐥, 𝐃𝐨𝐜𝐮𝐬𝐢𝐠𝐧, 𝐐𝐮𝐢𝐜𝐤𝐁𝐨𝐨𝐤𝐬, 𝐂𝐨𝐧𝐠𝐚 𝐂𝐨𝐦𝐩𝐨𝐬𝐞𝐫, 𝐚𝐧𝐝 𝐨𝐭𝐡𝐞𝐫𝐬.. ✅ 𝗔𝗱𝘃𝗮𝗻𝗰𝗲𝗱 𝗗𝗮𝘀𝗵𝗯𝗼𝗮𝗿𝗱𝘀 & 𝗥𝗲𝗽𝗼𝗿𝘁𝘀 – Get the insights you need with custom dashboards and easy-to-understand reports. 📌 𝗪𝗵𝘆 𝗪𝗼𝗿𝗸 𝗪𝗶𝘁𝗵 𝗠𝗲? ✔️ 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀-𝗙𝗶𝗿𝘀𝘁 𝗔𝗽𝗽𝗿𝗼𝗮𝗰𝗵 – I don’t just set up Salesforce, I tailor it to fit your business needs. ✔️ 𝗙𝘂𝗹𝗹 𝗧𝗿𝗮𝗻𝘀𝗽𝗮𝗿𝗲𝗻𝗰𝘆 – Track your project daily through our 𝐀𝐬𝐚𝐧𝐚 𝘄𝗼𝗿𝗸𝘀𝗽𝗮𝗰𝗲.. 📩 𝗟𝗲𝘁’𝘀 𝗧𝗮𝗹𝗸! 💰 Need a 𝗾𝘂𝗼𝘁𝗲? Send a message or request our 𝗼𝗻𝗯𝗼𝗮𝗿𝗱𝗶𝗻𝗴 𝗹𝗶𝗻𝗸! 🤔 Not sure what you need? 𝗕𝗼𝗼𝗸 𝗮 30- 𝗺𝗶𝗻𝘂𝘁𝗲 𝗰𝗼𝗻𝘀𝘂𝗹𝘁𝗮𝘁𝗶𝗼𝗻 and we’ll define a clear plan together. Let’s build a 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 𝘁𝗵𝗮𝘁 𝘄𝗼𝗿𝗸𝘀 𝗳𝗼𝗿 𝘆𝗼𝘂! 🚀💡 -------------------------------------------------------- -------------------------------------------------------- 📸📸 𝐐𝐮𝐢𝐜𝐤 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐒𝐧𝐚𝐩𝐬𝐡𝐨𝐭 📸📸 • 𝟒𝟓𝟎+ 𝐈𝐦𝐩𝐥𝐞𝐦𝐞𝐧𝐭𝐚𝐭𝐢𝐨𝐧𝐬 Salesforce Clouds (Sales, Service, Community, Commerce, Field Service, Pardot – Marketing Engagement) • 𝟑𝟓𝟎+ 𝐋𝐢𝐠𝐡𝐭𝐧𝐢𝐧𝐠 𝐀𝐮𝐫𝐚 𝐀𝐩𝐩𝐥𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬 and Lightning Web Components • 𝟏𝟓𝟎+ 𝐌𝐚𝐫𝐤𝐞𝐭𝐢𝐧𝐠 𝐂𝐥𝐨𝐮𝐝 and Email Marketing Implementations • 𝟒𝟓+ 𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞 𝐂𝐏𝐐 – 𝐑𝐞𝐯𝐞𝐧𝐮𝐞 𝐂𝐥𝐨𝐮𝐝 customized billing and quote solutions • 𝟑𝟓+ 𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞 𝐂𝐨𝐦𝐦𝐞𝐫𝐜𝐞 Cloud B2B and B2C implementations • Salesforce 𝐂𝐨𝐦𝐦𝐮𝐧𝐢𝐭𝐢𝐞𝐬 𝐚𝐧𝐝 𝐒𝐢𝐭𝐞𝐬 setup and customization • Salesforce 𝐑𝐄𝐒𝐓 𝐚𝐧𝐝 𝐒𝐎𝐀𝐏 𝐈𝐧𝐭𝐞𝐠𝐫𝐚𝐭𝐢𝐨𝐧. • 𝟏𝟓+ 𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞 𝐀𝐩𝐩𝐄𝐱𝐜𝐡𝐚𝐧𝐠𝐞 𝐚𝐩𝐩𝐬 𝐫𝐨𝐥𝐥𝐞𝐝-𝐨𝐮𝐭 • Salesforce Apex (Controllers, Trigger, Apex REST, and Apex SOAP) • 𝐕𝐢𝐬𝐮𝐚𝐥𝐟𝐨𝐫𝐜𝐞 components (Javascript, jQuery, CSS) • Salesforce 𝐀𝐩𝐩 𝐝𝐞𝐯𝐞𝐥𝐨𝐩𝐦𝐞𝐧𝐭 • 𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞 𝐂𝐨𝐧𝐬𝐮𝐥𝐭𝐢𝐧𝐠 • 𝐌𝐮𝐥𝐞𝐬𝐨𝐟𝐭 Development • 𝐌𝐚𝐫𝐤𝐞𝐭𝐢𝐧𝐠 𝐂𝐥𝐨𝐮𝐝 ⭐ 𝐌𝐲 𝐅𝐚𝐦𝐨𝐮𝐬 𝐏𝐚𝐬𝐭 𝐂𝐥𝐢𝐞𝐧𝐭𝐬 ⭐ 𝐨 𝐂𝐡𝐚𝐧𝐞𝐥 𝐨 𝐀𝐦𝐞𝐫𝐢𝐜𝐚𝐧 𝐑𝐞𝐝 𝐂𝐫𝐨𝐬𝐬 𝐨 𝐉𝐨𝐡𝐧𝐬𝐨𝐧 𝐚𝐧𝐝 𝐉𝐨𝐡𝐧𝐬𝐨𝐧 𝐨 𝐖𝐨𝐮𝐧𝐝𝐞𝐝 𝐖𝐚𝐫𝐫𝐢𝐨𝐫 𝐏𝐫𝐨𝐣𝐞𝐜𝐭 𝐨 𝐍𝐆𝐏 𝐆𝐦𝐛𝐇 (𝐆𝐞𝐫𝐦𝐚𝐧𝐲) 𝐨 𝐌𝐚𝐡𝐢𝐧𝐝𝐫𝐚 𝐨 𝐂𝐨𝐥𝐠𝐚𝐭𝐞