I'm a Business Systems Architect who designs AI-powered operational systems that automate CRM, accounting, finance, sales, customer onboarding, document processing and back-office operations. Over the past 5+ years, I've helped businesses replace disconnected tools and manual processes with scalable AI automation, workflow automation, CRM architecture, database design, API integrations and operational systems across real estate, accounting, finance, e-commerce, logistics, marketing agencies and service businesses. PROBLEMS I HELP SOLVE Businesses rarely have an automation problem, they have disconnected systems, manual processes and operational bottlenecks. I help solve problems across following areas: Sales, CRM & Customer Operations ✔ CRM implementation, migration and optimization ✔ AI lead qualification, lead routing and lead distribution ✔ Sales pipeline automation and opportunity management ✔ Customer and client onboarding workflows ✔ Sales Operations (Sales Ops) and Revenue Operations (RevOps) automation ✔ CRM synchronization across multiple platforms ✔ Follow-up, task and notification automation ✔ HubSpot, Pipedrive, Monday, Zoho CRM and Airtable automation Finance & Back-Office Operations ✔ QuickBooks Online (QBO) and Xero integrations ✔ Invoice processing and OCR document extraction ✔ Accounts Payable (AP) and Accounts Receivable (AR) automation ✔ Purchase order, approval and financial workflows ✔ Proposal, contract and document generation ✔ Financial reporting and bookkeeping automation ✔ Payment platform integrations (Stripe, PayPal, Airwallex and Braintree) AI, Workflow & Business Operations ✔ AI agents and AI-powered business workflows ✔ Business process automation and workflow orchestration ✔ Internal operations and administrative automation ✔ Reporting dashboards and operational reporting ✔ Database architecture and operational systems ✔ Cross-platform system integrations ✔ End-to-end business process automation INDUSTRIES SERVED I've designed operational systems for businesses in: ✔ Real Estate & Property Management ✔ Accounting & Bookkeeping ✔ Financial Services ✔ E-commerce ✔ Logistics & Supply Chain ✔ Marketing Agencies ✔ SaaS Companies ✔ Professional & Service Businesses CASE STUDIES 𝟭. Enterprise E-commerce Operations Platform Business Problem Manual operational processes couldn't support a rapidly growing multi-region grocery delivery business. Solution Designed and implemented an operational platform covering order processing, fulfillment workflows, refund verification, operational reporting and automation across multiple business systems. Tools Make • WooCommerce • G Workspace • Monday • QBO • Stripe • PayPal • Braintree • APIs Result Supported more than $200M+ in processed orders over four years. 𝟮. AI-Powered Real Estate Operations Platform Business Problem High automation costs, disconnected CRM workflows and limited scalability. Solution Migrated more than 40,000 monthly automation tasks from Zapier to self-hosted n8n while implementing AI lead qualification, CRM synchronization, reporting, database synchronization and API integrations. Tools n8n • OpenPhone(Quo) • OpenAI • APIs • Webhooks • CRM Automation Result Reduced automation costs by 85%+ while improving scalability and operational efficiency. PLATFORMS AI & Intelligent Automation OpenAI • Claude • AI Agents • Prompt Engineering • Document AI • Vision AI Automation & Integration n8n • Make • Zapier • REST APIs • GraphQL • Webhooks • Workflow Automation • Business Process Automation HOW I WORK Every project begins with understanding how your business operates. Review → Design → Build Have a project in mind? 📩 Send me a message and let's design the right solution together.

Your CRM should help you close more deals, not create more admin work. As a business owner, you know the drill — manual data entry, leads falling through the cracks, and zero visibility into what's actually happening in your pipeline. That's where I come in. What I solve: ✅ AI-driven workflow automation — Design and implement automations using Make, Zapier, n8n, and direct API integrations, including AI lead scoring, call analysis, lead classification, enrichment, and decision logic for Zoho CRM, Pipedrive, HubSpot, and custom systems. ✅ System integrations — Connect virtually any apps using Make, Zapier, n8n, webhooks, and APIs to create seamless business workflows. ✅ CRM implementation & optimization — Build CRM systems from scratch or optimize existing ones. I audit your current setup, identify bottlenecks, and create a clear roadmap for improvement (Zoho CRM, Pipedrive, HubSpot). ✅ Automated lead capture & distribution — Eliminate manual lead assignment with Round Robin routing and smart automation. ✅ Sales pipeline customization — Build custom stages, layouts, automations, approvals, validations, and workflows that match the way your business actually operates. ✅ Quote, invoice & document automation — Enable your team to generate quotes, send invoices, and manage documents in just a few clicks, including mobile-friendly workflows. ✅ Reliable delivery — Realistic timelines, honest communication, and production-ready solutions. If something breaks because of my implementation, I fix it. Why work with me? I build systems that actually run your business, not just store data. I don't disappear after delivery—if something breaks because of my implementation, I fix it. I value long-term partnerships over one-off projects. What's next? Let's jump on a call and discuss your project.

☑️ Full-Stack Automation & API Expert (SaaS Focused) ☑️ AI Expert ☑️ CRM Developer ☑️Website Developer ☑️Custom Software development & Integrations ☑️ GO High Level ☑️ Podio ☑️ Pipedrive ☑️ Hub staff ☑️ Zapier I am a Full-Stack Automation Developer and API Expert with the ability to integrate virtually any service that exposes an API. I specialize in designing, building, and scaling custom SaaS tools, backend systems, and complex automation workflows that align perfectly with a client’s business logic. With a strong foundation in software engineering and cloud architecture, I have extensive experience connecting services to services, orchestrating complex workflows, and transforming raw data into meaningful, actionable systems. My focus is not just automation—but building reliable, scalable, production-ready solutions. 🧠 Technical Expertise & Architecture I have in-depth experience in server-side and cloud development, including: • AWS EC2 cloud infrastructure • Databases: MongoDB, Azure SQL, Astra DB, and other cloud-based databases • Secure API design, authentication, and performance optimization • Scalable backend systems for SaaS applications I’m comfortable working across the entire stack—from backend logic and APIs to frontend UX and deployment. 🔧 Core Focus Areas • Custom Software & Automation Development • SaaS Application Development (End-to-End) • API Design & Integration (REST, Webhooks, OAuth) • CRM & CMS Development (Podio, Go High Level, HubSpot, Pipedrive, and custom CRMs) • Zapier Expert (9+ Years) o Building & publishing custom Zapier apps o Advanced multi-step workflows & private integrations • Hard-Core & Complex Programming Solutions • Full-Stack Web Development (React, Node.js, WordPress, PHP) • UI/UX-Focused Frontend Development • Digital Marketing & Growth Automation ________________________________________ 🤖 Automation Systems I Build • Appointment Scheduling Systems • SMS, Email & Voicemail Blasts • Follow-Up Sequences & Drip Campaigns • Lead Capture & CRM Sync • KPI Dashboards & Reporting Systems • Marketing Funnels & Attribution Tracking I also integrate and automate social media and communication platforms such as: • Facebook Lead Ads • Instagram • Gmail • SMS & Calling Platforms ________________________________________ 🔗 Integration Experience (Selected) • Zapier Custom Integrations • Direct API Integrations • CallRail ↔ Podio • DocuSign Integrations • Plecto ↔ Podio • Roor SMS Campaigns • Mojo Dialer via Zapier • Custom Smartphone Integrations • Custom Xencall Integrations • Web Forms & Data Pipelines • SMS & Email Marketing Systems • Google APIs (Street View, Aerial View, Maps) ________________________________________ 🤝 How I Work I speak fluent English and genuinely enjoy collaborating with people. I don’t believe in transactional relationships—I believe in long-term partnerships built on trust, transparency, and shared growth. If you’re enthusiastic, ambitious, and looking to build something meaningful—we’ll work great together. ________________________________________ 📅 Let’s Get Started I’d love to learn about your project and suggest the most efficient, scalable, and future-proof solution. 👉 Please schedule a meeting, and let’s turn your idea into a powerful system.

🏆𝗧𝗼𝗽 𝗥𝗮𝘁𝗲𝗱 𝗢𝗻 𝗨𝗽𝘄𝗼𝗿𝗸 · Helped 20+ startups and B2B teams stop losing leads to broken tool stacks Your outbound isn't broken because of your offer; the system behind it was never built properly. I set up and automate Attio CRM and Pipedrive for B2B teams connected to Apollo io, Instantly, Clay, and Zapier so every lead moves from prospecting to a closed pipeline without a single manual step between the tools. 💬 Client Feedback (Recent Review from Adrian F.) "Teniola did an excellent job integrating Clay com with Attio CRM. She handled contact sync, field mapping, deduplication, and automation setup seamlessly. Her understanding of CRM structures and GTM workflows was impressive, and the final setup was clean, reliable, and well-documented. Highly professional and easy to work with, I highly recommend her." ✔️ Zero systems in place at the start. ✔️ Fully automated Clay to Attio CRM pipeline on completion. ✔️ That is the standard on every project. Most B2B teams don't fail because they chose the wrong tools. They fail because Apollo io, Instantly, Attio, and Pipedrive are never connected, configured, or automated properly. Leads sit untouched in a CRM nobody trusts. Cold emails land in spam. Manual work holds the entire system together, and the moment one person stops, everything stops. That is the exact problem I fix. 🧠 𝗠𝘆 𝗽𝗵𝗶𝗹𝗼𝘀𝗼𝗽𝗵𝘆: 𝗕𝘂𝗶𝗹𝗱 𝗶𝘁 𝗼𝗻𝗰𝗲. 𝗗𝗼𝗰𝘂𝗺𝗲𝗻𝘁 𝗶𝘁 𝗳𝘂𝗹𝗹𝘆. 𝗥𝘂𝗻 𝗶𝘁 𝘄𝗶𝘁𝗵𝗼𝘂𝘁 𝗺𝗲. 📌 WHAT I BUILD FOR YOU 👉 Attio CRM setup and automation include custom pipeline stages, deal routing, partner assignment automation, deduplication, and full documentation so your team runs it independently. 👉 Pipedrive CRM setup and automation pipeline stages mapped to your actual sales process, lead routing automation, Zapier integrations to Apollo io and Instantly, and CRM data cleanup. 👉 CRM migration moving data between Attio and Pipedrive cleanly with zero data loss, field mapping, deduplication, and pipeline reconstruction on day one. 👉 Cold email infrastructure domain setup, mailbox configuration in Instantly or Smartlead, SPF DKIM DMARC authentication, warm-up protocols, and inbox placement testing before the first send. 👉 B2B lead generation Apollo io ICP targeting, Clay data enrichment, verified prospect lists, and CRM-ready output for direct import into Attio or Pipedrive. 👉 Full outbound system Apollo io to Clay to Instantly or Smartlead to Attio or Pipedrive via Zapier, completely automated end-to-end with zero manual handoffs. 🔍 𝗠𝗬 𝗣𝗥𝗢𝗖𝗘𝗦𝗦 Full audit first. I review your Apollo io, Instantly, Attio, or Pipedrive setup and cold email deliverability before touching anything. Then I build specifically for your situation, not a generic template pulled from a course. Every workflow is documented on completion so your team runs the entire system without me. No guesswork. No rework. No dependency on me after handoff. 🎯𝗧𝗛𝗜𝗦 𝗜𝗦 𝗙𝗢𝗥 𝗬𝗢𝗨 𝗜𝗙 You are paying for Attio, Pipedrive, Apollo io, or Instantly and seeing no results. Your cold emails land in spam. Your CRM is a mess no one on your team trusts. Your tools do not talk to each other. You need one specialist who owns the full B2B outbound stack, not five freelancers handling five disconnected pieces with no one accountable for the whole. 📩 Send me a message. Tell me what tools you are using and what is not working. I will tell you exactly what I would fix, in what order, and how long it will take. No commitment required. 🗓️ I keep my roster small; 5 project slots are available this June. Reach out and let's see if we're a match. ⚙️ 𝗧𝗢𝗢𝗟𝗦 𝗜 𝗪𝗢𝗥𝗞 𝗪𝗜𝗧𝗛 Pipedrive: PipedriveCRM, PipedriveAutomation, PipedriveSetup, PipedriveImplementation, PipedriveCRMSetup, PipedriveZapier, PipedriveExpert, PipedriveIntegration, PipedriveAPI, Pipedrive+Cloudtalk, PipedriveOptimization, PipedriveCampaign, Pipedrive+Typeform, PipedriveDataManagement, PipedriveZapierSetup, PipedriveEmailAutomation, PipedrivePipeline, PipedriveConsultant, PipedriveMigration, PipedriveSmartdocs, Pipedrive+PandadocIntegration, Pipedrive+CalendlyIntegration Attio CRM: AttioCRMSetup, BuildAttioCRM, AttioCRM&Automation, CRMDataMigration, AttioWorkflowImplementation, AttioIntegration, AttioAPIIntegration, AttioDataEnrichment, AttioPipeline, AttioCustomProperties, AttioCustomObjects, SetuAttioCRM, AttioOptimization, AttioZapierIntegration, HubspottoAttio, SalesforcetoAttio Clay com: ClayExpert, ClayOperator, ClayComExpertConsultant, Clay&LeadOperationSpecialist, ClayWorkflowBuild, BuildClay, ClayTable, ClayOptimization, Clay+HubspotIntegration, Clay+Expandi, Clay+LinkedinSalesNavigator, ClayAPI, ICPListBuilding, EmailDeliverability, GTMEngineer, ClayEnrichment, ClayComLeadEnrichment, ClayComAutomation, ClayHTTPAPI, ClayWaterfallEnrichment, ClayAIAgent, Claygent, ClayCRMEnrichment, ClayOutboundAutomation, ClaySculptor, Zapier, Apollo io, ApolloSequence

𝐒𝐄𝐓𝐔𝐏 𝐓𝐇𝐄 𝐑𝐈𝐆𝐇𝐓 𝐂𝐑𝐌, 𝐁𝐔𝐈𝐋𝐃 𝐓𝐇𝐄 𝐑𝐈𝐆𝐇𝐓 𝐒𝐘𝐒𝐓𝐄𝐌, 𝐂𝐋𝐎𝐒𝐄 𝐌𝐎𝐑𝐄 𝐃𝐄𝐀𝐋𝐒 Stop losing leads to slow follow-up, broken pipelines, and systems that were never built for how your business actually works. If you already have leads coming in but your CRM feels messy, your follow-up is inconsistent, or your pipeline doesn't reflect your real sales process, that's exactly where I come in. I build clean, reliable CRM systems that help businesses capture leads properly, follow up automatically, book more appointments, and close more deals without the chaos. With 3+ years experience across multiple CRM platforms and industries, I don't just configure settings. I design systems that match how your business operates, so everything feels natural, scalable, and easy to manage long term. 𝐈 𝐎𝐅𝐅𝐄𝐑 𝐂𝐔𝐒𝐓𝐎𝐌 𝐂𝐑𝐌 𝐁𝐔𝐈𝐋𝐃𝐒 𝐀𝐂𝐑𝐎𝐒𝐒 𝐌𝐔𝐋𝐓𝐈𝐏𝐋𝐄 𝐏𝐋𝐀𝐓𝐅𝐎𝐑𝐌𝐒 Every build is tailored to your goals, your industry, and your customer journey. No templates forced where they don't belong. 🏡 Lofty CRM - smart plans, pipeline automation, lead routing & listing appointment workflows for real estate teams 📊 Pipedrive - custom pipelines, automations, email sequences & deal tracking for sales-driven businesses 📞 Close CRM - lead sequences, SMS/email automation, Calendly integration & A2P/10DLC compliance setup 🔧 Zoho CRM - full builds including workflows, roles, territories, dashboards, Canvas layouts & integrations 💅 Vagaro - booking setup, client management & automated reminders for beauty & wellness businesses 🎯 Attio - workspace setup, relationship tracking & workflow automation for modern sales teams 𝐖𝐇𝐀𝐓 𝐈 𝐁𝐔𝐈𝐋𝐃 𝐅𝐎𝐑 𝐘𝐎𝐔 ✅ Custom CRM setup tailored to your sales process and team structure ✅ Multi-pipeline builds for businesses with different offers or departments ✅ Lead capture and qualification systems connected to your ads or website ✅ Appointment booking and calendar automation workflows ✅ Automated follow-up and no-show recovery sequences ✅ Long-term nurture systems that keep leads warm until they're ready to buy ✅ CRM data cleanup, segmentation, and contact organization ✅ Third-party integrations via Zapier, webhooks, and native connectors ✅ Bulk email and SMS outreach setup for re-engagement campaigns ✅ CRM migration without losing contacts, history, or pipeline data 𝐖𝐇𝐀𝐓 𝐈 𝐃𝐄𝐋𝐈𝐕𝐄𝐑 ✔️ Well-structured pipelines that reflect how your sales process actually works ✔️ Automations with clear logic that are easy to understand and modify ✔️ Clean data structure that stays accurate as your business grows ✔️ Scalable systems that won't break when volume increases ✔️ Fast delivery - I start within 24 hours and keep you updated throughout ✔️ Clear communication with no gaps, no delays, and no surprises ✔️ Walkthrough at delivery so you're confident running everything yourself 𝐈𝐍𝐃𝐔𝐒𝐓𝐑𝐈𝐄𝐒 𝐈'𝐕𝐄 𝐁𝐔𝐈𝐋𝐓 𝐅𝐎𝐑 🏡 Real Estate & Property Services 📞 Sales Teams & B2B Businesses 🧘 Beauty, Wellness & Fitness 🏗 Home Services & Contractors 🎓 Coaches, Consultants & Educators 🛍 Local & Service Businesses 🎯 Marketing Agencies & Lead Generation 🧑‍💻 Startups & SaaS Brands 𝐌𝐘 𝐖𝐎𝐑𝐊 𝐏𝐑𝐎𝐂𝐄𝐒𝐒 1️⃣ 𝐃𝐢𝐬𝐜𝐨𝐯𝐞𝐫𝐲 𝐂𝐨𝐧𝐯𝐞𝐫𝐬𝐚𝐭𝐢𝐨𝐧 We start with a chat to understand your business, your current CRM situation, and what needs to be built, fixed, or improved. 2️⃣ 𝐂𝐥𝐞𝐚𝐫 𝐒𝐜𝐨𝐩𝐞 𝐚𝐧𝐝 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠 I outline the full project so deliverables, timelines, and expected outcomes are agreed upon before any work begins. 3️⃣ 𝐁𝐮𝐢𝐥𝐝 𝐚𝐧𝐝 𝐏𝐫𝐨𝐠𝐫𝐞𝐬𝐬 𝐔𝐩𝐝𝐚𝐭𝐞𝐬 I begin your build within 24 hours and keep you informed as the system comes together — no silence, no guessing. 4️⃣ 𝐃𝐞𝐥𝐢𝐯𝐞𝐫𝐲 𝐚𝐧𝐝 𝐇𝐚𝐧𝐝𝐨𝐟𝐟 You receive a fully tested system, a complete walkthrough, and launch support so you're ready to run it confidently from day one. 𝐖𝐇𝐘 𝐂𝐇𝐎𝐎𝐒𝐄 𝐓𝐎 𝐖𝐎𝐑𝐊 𝐖𝐈𝐓𝐇 𝐌𝐄? ✔ Multi-platform CRM expertise, I go deep on every platform I work with ✔ Every build is custom, designed around your business, not copied from a template ✔ Experience across multiple industries with different sales cycles and lead flows ✔ Fast, reliable delivery with honest timelines and consistent communication ✔ Focus on long-term usability, not just getting it set up and moving on --------------------------------------------------------------------------------------------------------------------- 𝗗𝗶 𝗣𝗶𝘀𝗮 𝗙𝗿𝗮𝗻𝘀 | 𝗠𝗲𝘁𝘁𝗮𝗻 | ⭐️⭐️⭐️⭐️⭐️ "Impressive professionalism, attention to detail, and outstanding results every single time." If you're looking for a CRM specialist who understands both strategy and execution, and treats your system like a real business asset, let's talk. Send me a message. Let's build something that works. Best Regards, Osaze Okojie ✨ CRM Setup Specialist | Zoho · Close · Pipedrive · Lofty · Vagaro · Attio

Marketing and sales automation and integration specialist with over 14 years experience. I am a certified Pipedrive, Hubspot Sales and Marketing and Monday.com (CRM, Advanced Workflows) partner and have extensive integration experience with dozens of platforms via Zapier. I have also done several projects with the GoHighLevel (GHL) platform including Voice and Text AI for inbound and outbound Call and Text back services, campaigns, automations, websites, membership sites, E-commerce. I look forward to helping you with all your AI agent, marketing and sales workflow automation and integration needs.

Zoho, HubSpot, GoHighLevel, Pipedrive, Insightly CRM Automation & Integration Expert Hi, I'm Sadi Rahman, a Senior Zoho CRM Consultant and Automation Specialist with 9+ years of experience delivering CRM implementations, workflow automation, and system integrations for startups, SMEs, and enterprise businesses worldwide. I help organizations optimize their sales, marketing, and customer service operations by designing scalable CRM solutions that increase productivity, improve customer engagement, and eliminate manual work. Core Expertise: Zoho: Zoho CRM, Zoho One, Zoho Books, Zoho Inventory, Zoho Campaigns, Zoho Forms, Zoho Sign, Zoho SalesIQ, Deluge Scripting and Zoho creator. HubSpot: CRM, Sales Hub, Marketing Hub, Workflow Automation, Email Sequences, AI Automation, AI Call Agent GoHighLevel: CRM Setup, Pipelines, Funnels, Websites, Forms, Calendars, Workflow Automation, AI Call Agent Pipedrive: CRM Configuration, Workflow Automation, Data Management, Process Optimization, AI Implementation Services I Provide ✔ CRM Implementation & Customization ✔ Business Process & Workflow Automation ✔ API Development & Third-Party Integrations ✔ Data Migration & CRM Migration ✔ Custom Fields, Modules & Reports ✔ Sales Pipeline & Lead Management ✔ Marketing Automation & Email Campaigns ✔ Zapier & Make (Integromat) Automation ✔ Telephony, SMS & WhatsApp Integration ✔ Payment Gateway & Accounting Integrations ✔ Web Forms & Lead Capture Automation ✔ Ongoing CRM Support, Optimization & Training ✔ Claude AI Automation ✔ N8N AI Automation ✔ Open AI API Integration Integration Expertise ✔ Zapier & Make (Integromat) ✔ QuickBooks, Xero, FreshBooks ✔ DocuSign & Zoho Sign ✔ Mailchimp, ActiveCampaign, MailerLite, SendGrid, Kajabi ✔ Calendly, Zoom, Google Workspace, Microsoft 365 ✔ Facebook Lead Ads, Google Services ✔ Trello, Asana, Monday ✔ REST APIs, Webhooks, OAuth & Custom API Integrations I believe every business has unique processes, which is why I build tailored CRM solutions instead of one-size-fits-all implementations. My goal is to deliver systems that are reliable, scalable, and easy for your team to use. I am committed to delivering high-quality work, maintaining transparent communication, meeting deadlines, and building long-term client relationships. Let's discuss your business requirements. I offer a free consultation by chat to help identify the best CRM strategy for your organization before the project begins.

Blocked SMS campaigns. Emails dying in spam folders. Leads sitting untouched in a disorganized CRM. These look like three separate problems, but they are really one: your communication infrastructure is leaking revenue. Every message that never arrives is a sale that never happens and that is exactly what I fix. Since carriers began blocking 100% of unregistered A2P traffic and Google and Yahoo tightened their bulk-sender rules, compliance has become the foundation of every SMS and email campaign, not an afterthought. I help businesses get compliant, get delivered, and get organized. My work covers GoHighLevel and Twilio A2P 10DLC registration, SMS compliance and deliverability, Pipedrive CRM setup and automation, and email deliverability (SPF, DKIM, DMARC). Rather than patching one symptom, I audit the full journey your leads travel - from carrier approval to inbox placement to CRM follow-up - so every lead you pay for actually hears from you. WHAT I DO: ✔ GoHighLevel A2P 10DLC Registration & Approval - brand registration, campaign registration, use-case descriptions, sample messages, and opt-in flows written to pass carrier review, including sole proprietor registrations and agency sub-accounts. ✔ A2P Campaign Rejection Fixes - diagnosing and resolving rejected A2P 10DLC campaigns on GoHighLevel and Twilio, including brand vetting failures, error 30034, and re-verification of older registrations that carriers now flag. ✔ SMS Compliance & Deliverability Audits - TCPA-aware consent language, compliant SMS consent pages, STOP/HELP handling, and sending patterns that protect your trust score and keep messages out of carrier filters. ✔ Pipedrive CRM Setup & Migration - pipelines, deal stages, custom fields, and clean data migration configured around how your sales team actually sells, not a generic template. ✔ Pipedrive Automation & Integrations - workflow automation inside Pipedrive plus Make com and Zapier integrations that connect your forms, calendars, and tools so no lead slips through the cracks. ✔ Email Deliverability Fixes - SPF, DKIM, and DMARC setup, domain authentication, and list hygiene that move your emails out of spam and into the inbox where they belong. ✔ Email Marketing Automation - nurture sequences, follow-up campaigns, and retention messaging built in GoHighLevel or your existing email platform. ✔ CRM Automation & Workflow Builds - end-to-end automation connecting SMS, email, and your CRM so follow-up happens in minutes, automatically, every time. RESULTS CLIENTS EXPERIENCE: Most clients come to me after weeks of failed DIY registration attempts or months of watching campaigns underperform. Once their registration is structured correctly, approval typically follows within days rather than weeks, and businesses generally see meaningful improvements in delivery rates, response rates, and speed-to-lead once compliance and automation are working together. I have supported US service businesses through A2P approval, foreign-owned companies registering as overseas brands, and agencies managing SMS compliance across multiple client sub-accounts. WHO I WORK BEST WITH: Small to mid-sized service businesses, marketing agencies, coaches, and sales teams - especially GoHighLevel agencies managing SMS for clients, growing companies running Pipedrive, and any business whose revenue depends on text messages and emails actually arriving. If you are generating leads but losing them between platforms, we will work well together. TOOLS & PLATFORMS: GoHighLevel (HighLevel), Twilio, The Campaign Registry (TCR), Pipedrive, Make com, Zapier, Mailgun, LC Email/LC Phone, Google Workspace, Klaviyo, Mailchimp, ActiveCampaign, Calendly, Stripe, Google Postmaster Tools, and DNS management for SPF, DKIM, and DMARC records. HOW WE WORK TOGETHER: Clear communication and documentation come standard. Every project starts with a short discovery conversation, followed by a written plan with specific deliverables and timelines. You get plain-English updates at each milestone - no jargon walls - plus handover documentation so your team understands exactly what was built and why. I respond promptly during working hours and flag risks early instead of letting surprises reach you. READY TO GET YOUR MESSAGES DELIVERED? If your SMS campaign was rejected, your emails are landing in spam, or your CRM needs to start pulling its weight, send me a message with a quick description of your setup. I will review it and reply with a clear next step - often the same day. Let's stop the leaks and get your pipeline flowing.

“Can someone pull the numbers?” The four most terrifying words in companies running a messy CRM. Because now: Sales blames marketing. Marketing blames tracking. Ops blames adoption. Leadership questions the forecast. The CRM starts speaking in riddles. If that feels familiar, you’re probably not dealing with a lead problem. You’re dealing with a systems problem. I help growing businesses turn messy CRMs into revenue engines people can actually trust. That means: ⚙️ Pipelines that match how you really sell 📊 Reporting that isn’t fiction 🔁 Automations that actually run 📥 Faster lead follow-up 🧼 Data cleanup and process clarity 💰 More revenue from leads you already have We work heavily with HubSpot, but also Pipedrive, GoHighLevel, Zoho and other setups. Sometimes HubSpot is the right move. Sometimes it isn’t. Sometimes the smartest decision is fixing what you already have. Sometimes it’s migrating to something that fits the stage you’re at now. Either way, we don’t just recommend systems. We implement them properly, simplify the chaos, and make them useful to the people who need to use them every day. Most companies think they need more leads. Usually they need the machine behind the leads to stop leaking money.

Most B2B companies don't have a CRM problem. They have a revenue architecture problem — disconnected systems, manual handoffs, data nobody trusts, and AI tools bolted on without coherent logic underneath. I fix the architecture. Then I wire in the AI layer that makes it operate itself. Fractional RevOps and strategic implementer — embedded at system design level, not executing tickets. MSc from the LSE. 10+ years across Europe, US, UK, Canada, Singapore, Hong Kong, UAE. Certified RevOps · PandaDoc Partner · CKPIP · Certified Process Mapping Professional. WHAT I BUILD ━━━━━━━━━━━━━━━━━━━━━━ 🤖 AGENTIC GTM & AI REVENUE SYSTEMS Multi-agent pipelines on Relevance AI, Lindy, Manus, n8n, Make, Dify, StackAI — autonomous prospecting, qualification, CRM updating and outreach. RAG systems with persistent agent memory (Mem0, Pinecone, Qdrant) so agents retain full customer history across every interaction. AI chatbots inside HubSpot, Zendesk, Pipedrive for inbound qualification and support triage. LLM chain design and prompt engineering that works in production, not just demos. ⚙️ REVOPS ARCHITECTURE CRM → Data Orchestration → AI Enrichment → CPQ → Commission → Sales Automation → Customer Success. Every layer connected. Nothing leaks. CRM automation - Attio, Hubspot, Pipedrive, Zoho CRM Workflows Opportunity and deal scoring and qualification 🔗 QUOTE-TO-CASH & DISPATCH-TO-INVOICE Full CPQ journey automated — opportunity to proposal (PandaDoc) to contract to work order to invoice to payment. The workflow that breaks most scaling B2B companies. Custom CPQ using Supabase and Claude Code. 🧹 DATA GOVERNANCE & SINGLE SOURCE OF TRUTH Integrate siloed ERP, FSM and CRM. Clean dirty data. Build governance that keeps it clean. Specialised in industrial, field service and IoT where ops data and commercial data live in completely different systems. 📋 PROCESS DESIGN, SOPs & KNOWLEDGE MANAGEMENT Map and standardise information transfer between lead intake, sales and operations — the bottleneck costing 10-20% of every employee's productive time. SOPs, policies, user manuals. Internal knowledge bases: Document360, Guru, Process Street. AI-powered knowledge retrieval agents built on your own documentation. 📊 AI-POWERED GTM & OUTREACH Clay, Apollo, Persana, La Growth Machine. Intent-driven prospecting, AI enrichment, multi-channel sequences across email, LinkedIn, SMS, WhatsApp. WHO I WORK WITH SaaS & Tech — post-Series A teams whose RevOps was built for 10 people and needs to scale to 100. Industrial, Field Service & Built World — roofing, HVAC, heavy machinery, robotics, facilities. Dispatch cycles, project billing, ops-to-finance gaps. IoT & Connected Assets — HaaS models where device data must flow into billing and renewal workflows. PE & Capital Markets — M&A integration, roll-up strategies, single source of truth across acquired entities. Fintech & Professional Services — complex B2B sales cycles, multi-stakeholder deals, compliance-adjacent workflows. TOOLS AI Agents: Relevance AI · Lindy · Manus · n8n · Make · Dify · StackAI LLMs: Claude · GPT-4o · Gemini — prompt engineering & LLM orchestration Memory & RAG: Mem0 · Pinecone · Qdrant · Weaviate Database: Supabase · Airtable Voice: VAPI · AI cold calling agents CRM: HubSpot · Pipedrive · Zoho · Attio · ActiveCampaign · Copper · Zendesk · Affinity · Folk · Salesflare · Lark Project & Ops: Monday · ClickUp · Asana · Airtable · Smartsheet · Accelo · Teamwork · Wrike Proposals: PandaDoc · CPQ automation Prospecting: Apollo · Clay · Persana · La Growth Machine Calling: Aircall · CallRail · VAPI Email: ActiveCampaign · Klaviyo · ConvertKit · Mailchimp · Drip · Getresponse Automation: n8n · Make · Zapier · Relay app Knowledge: Document360 · Guru · Whale SELECTED CLIENTS Enterprise: Microsoft · AECOM Industrial: Brikers · Houser Racing · Peleman Industries Field Service: Armour Roof Co · Winter Star Lights · Landmark Painting Capital Markets: Filmore Capital · Evoque Lending · Deal Leaders International Tech & IoT: Esprida Corp · Genomadix