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You will get a fully functional Hubspot Service Hub
Project details
By leveraging the full potential of HubSpot Service Hub, I will help you centralize your customer interactions, automate repetitive tasks, and provide personalized support at scale. My package includes:
✅ Custom Configuration
✅ Automation and Workflows: I will help you develop automated workflows that save time and effort, enabling you to handle customer inquiries swiftly. By setting up intelligent routing, escalation rules, and proactive notifications, I will ensure that the right team members are assigned to the right tasks, ensuring timely responses and efficient issue resolution.
✅ Knowledge Base Creation
✅ Reporting and Analytics
✅ Custom Configuration
✅ Automation and Workflows: I will help you develop automated workflows that save time and effort, enabling you to handle customer inquiries swiftly. By setting up intelligent routing, escalation rules, and proactive notifications, I will ensure that the right team members are assigned to the right tasks, ensuring timely responses and efficient issue resolution.
✅ Knowledge Base Creation
✅ Reporting and Analytics
Project Type
Project Management, Customer Support, OtherWhat's included $250
These options are included with the project scope.
$250
- Delivery Time 15 days
- Number of Revisions 2
Optional add-ons
You can add these on the next page.
Additional Revision
+$25
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WC
William C.
Sep 9, 2025
changes to workflow
AC
AJ C.
Nov 11, 2024
Career Position ONLY - Property Management: Leasing and Resident Coordinator
Great guy and very capable, our team's needs for his services is limited and his abilities are not the best match for the relatively simple work we need doing. He is more a management-level hire.
MB
Michael B.
Oct 20, 2024
Zapier automation Expert
WA
Will A.
Jul 31, 2024
Looking for a VA to Help Organize Business
Can't recommend him enough!
WC
William C.
May 15, 2024
Operations Manager
About Richwell
Operations Management | Customer Success | Property Management
100%
Job Success
Valladolid, Spain - 9:54 pm local time
Looking to automate your workflows, scale your property management operations, and boost team efficiency — all without the chaos of growth?
I help real estate and SaaS companies systematize, streamline, and scale through smart automations, process optimization, and data-driven operations.
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PROPERTY MANAGEMENT OPERATIONS & SYSTEM AUTOMATION
With 10+ years of experience managing and automating property operations across the US and UK, I’ve supported over 900+ rental units by building scalable systems that reduce manual work and improve visibility across teams.
Core Expertise:
• End-to-End Property Management Systems Setup (AppFolio, Buildium, Rentec, Podio)
• Leasing Operations, Tenant Screening & Onboarding
• Landlord Compliance & Documentation Control (DPS, Right-to-Rent, AML)
• Performance Tracking & KPI Dashboards (SQL, MySQL, Google Sheets, Data Studio)
• Workflow Automation (Zapier, Make, API Integrations)
• Custom Reporting & Operations Dashboards
Whether you’re managing 50 or 500 units, I can help you move from spreadsheets to a centralized, automated system that scales with your portfolio.
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BUSINESS OPERATIONS & PROCESS IMPROVEMENT
As an Operations Manager for a 7-figure SaaS company, I’ve designed and implemented systems that improved productivity, compliance, and cross-departmental communication.
Specialties:
• Business Process Optimization & SOP Documentation
• CRM Automation (HubSpot, Pipedrive, ClickUp, Monday.com)
• Quality Assurance & Testing (Test Cases, UAT, Release Validation)
• Customer Success Operations & Retention Programs
• Compliance Management (TCPA, GDPR, 10DLC, Risk Mitigation)
• Product Launch & Go-to-Market Support for AI and SaaS Platforms
My approach focuses on scalability, visibility, and accountability — ensuring teams operate with structure and clarity as your business grows.
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CUSTOMER SUCCESS & TECHNICAL SUPPORT OPERATIONS
I’ve led global support and success teams for FinTech and AI companies, bridging the gap between technical systems and customer experience.
Key Areas:
• API Testing & Troubleshooting (Postman, REST APIs, SQL Debugging)
• Technical Documentation & Knowledge Base Development
• SLA Management & Escalation Control (Zendesk, Jira, ServiceNow)
• Voice & SMS Automation QA (Retell AI, Twilio, 10DLC Compliance)
• Contact Center Optimization & Coaching
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TOOLS & INTEGRATIONS
Automation & CRM: Zapier, Make (Integromat), HubSpot, Pipedrive, ClickUp, Monday.com
Databases & Reporting: SQL, MySQL, Google Sheets, Data Studio
Support & QA: Zendesk, Jira, Confluence, ServiceNow, Notion
Communication & Project Management: Slack, Trello, Podio, Asana
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If you need an Operations Manager or Automation Specialist who can design systems, integrate tools, and create measurable results — I can help.
Let’s streamline your business, automate the manual, and scale your operations efficiently.
Steps for completing your project
After purchasing the project, send requirements so Richwell can start the project.
Delivery time starts when Richwell receives requirements from you.
Richwell works on your project following the steps below.
Revisions may occur after the delivery date.
Initial Call Completed
Given Access to the Account