You will get CS Playbook (SLA, Macros, Tags, Rules)
Project details
A light CS operating system for faster replies and happier customers.
Discovery — Channels, volume, KPIs.
Playbook — SLAs, macros, tags, routing rules, KPIs.
Enablement — Workflow diagrams + (optional) 1h training add-on.
Discovery — Channels, volume, KPIs.
Playbook — SLAs, macros, tags, routing rules, KPIs.
Enablement — Workflow diagrams + (optional) 1h training add-on.
Project Type
Data Entry, Project Management, Virtual Assistance, Customer SupportWhat's included $129
These options are included with the project scope.
$129
- Delivery Time 4 days
- Number of Revisions 0
Optional add-ons
You can add these on the next page.
1h Training
(+ 1 Day)
+$35Frequently asked questions
1 review
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KV
Kevin V.
Oct 1, 2025
Lead Generation Specialist - Automotive Parts E-commerce (Domestic & Imported)
In more than 5 years on Upwork with only 5-star experiences, This was by far the worst experience I’ve had . The freelancer acted in bad faith from start to finish.
He delivered random, useless data completely outside the agreed scope. There were over 20 duplicated leads, around 15 invalid phone numbers, and many inactive companies from totally unrelated industries.
Ignored clear instructions and even the detailed examples I provided (including vehicle brands and specific project requirements).
What was delivered is essentially a random list pulled from the internet, not researched work.
In the end, less than 20% of the leads could be considered remotely useful. The rest is worthless.
This freelancer is not reliable, not professional, and not trustworthy. Hiring him means wasting time, money, and energy. Avoid this guy at all costs.
He delivered random, useless data completely outside the agreed scope. There were over 20 duplicated leads, around 15 invalid phone numbers, and many inactive companies from totally unrelated industries.
Ignored clear instructions and even the detailed examples I provided (including vehicle brands and specific project requirements).
What was delivered is essentially a random list pulled from the internet, not researched work.
In the end, less than 20% of the leads could be considered remotely useful. The rest is worthless.
This freelancer is not reliable, not professional, and not trustworthy. Hiring him means wasting time, money, and energy. Avoid this guy at all costs.
About Gabriel
CRM Automation (ActiveCampaign/HubSpot) | Lifecycle Email, Onboarding
Fortaleza, Brazil - 2:54 am local time
What I deliver
• Onboarding & Lifecycle (welcome, activation, re-engagement, win-back)
• CS Automation: NPS/CSAT, cancel prevention, tickets, SLAs
• WhatsApp→CRM (webhooks, n8n/Make/Zapier), Help Center / Knowledge Base
• Marketing Automation
• Marketing Strategy
Quick wins
• –35% onboarding time
• +22 NPS points
• +70% MQLs in 6 months
Stack
ActiveCampaign, HubSpot, Pipedrive/RD Station, n8n/Make/Zapier, GA4/GTM, Meta/Google Ads, Zendesk/Intercom/HelpScout.
How I work (4 steps, 7–10 days)
1. Funnel diagnosis + mapping
2. Architecture & naming
3. Build & QA
4. Documented hand-off + Loom
Want to speed up? Tell me your stack and your goal (ex: reduce churn / activate trial). Within 48h, I’ll send back a clear plan with scope and deadlines.
Steps for completing your project
After purchasing the project, send requirements so Gabriel can start the project.
Delivery time starts when Gabriel receives requirements from you.
Gabriel works on your project following the steps below.
Revisions may occur after the delivery date.
Discovery
Channels, volume, KPIs.
Playbook
SLAs, macros, tags, routing rules, KPIs.