You will get knowledge management service for your internal team, customers & prospects
Project details
Many SMBs are stuck in redundant tasks like answering customer inquiries that eats deep into productive time and impedes scalability.
That's what my project seeks to boycott...
You will have a standard knowledge base that makes customer service faster and more satisfying. Make sign-ups for new customers quick and saves you up to 28/hours every month in customer service.
I will also create SOPs that help your (new) team members catch up fast, put square pegs in square holes and never experience a burn out. I also add every other section you'd like to have in it.
Finally, I manage these for you... I update as frequently as needed, add new sections and keep up with new trends in your industry.
That's what my project seeks to boycott...
You will have a standard knowledge base that makes customer service faster and more satisfying. Make sign-ups for new customers quick and saves you up to 28/hours every month in customer service.
I will also create SOPs that help your (new) team members catch up fast, put square pegs in square holes and never experience a burn out. I also add every other section you'd like to have in it.
Finally, I manage these for you... I update as frequently as needed, add new sections and keep up with new trends in your industry.
Project Type
Customer Support, OtherWhat's included
| Service Tiers |
Starter
$259
|
Standard
$499
|
Advanced
$999
|
|---|---|---|---|
| Delivery Time | 14 days | 21 days | 28 days |
Number of Revisions | 0 | 0 | 0 |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$35 - $85Frequently asked questions
1 review
(1)
(0)
(0)
(0)
(0)
This project doesn't have any reviews.
IV
Ivett V.
Mar 27, 2025
Assessment Completion
About Udochukwu
Ops Mgt. & CRM Set-up | Monday/Notion/Airtable/ClickUp/GHL/Trello
Lagos, Nigeria - 10:10 pm local time
I fix that.
I help founders like you build the operational backbone their business needs to grow — clean CRM setups, connected project management systems, automated workflows, and SOPs that make the day-to-day run without you being in the middle of everything.
Whether you're starting from scratch or untangling a mess of spreadsheets and disconnected tools, I'll build you something clean, practical, and built to scale..
🚀 What I Help With:
✔️ CRM setup, configuration, cleanup, migration, and optimization
✔️ Project management system buildout and restructuring
✔️ Workflow automation — lead routing, follow-ups, task assignments, deadline reminders, status triggers, and notifications
✔️ Client onboarding workflows and recurring task systems
✔️ SOP creation, process documentation, and operations playbooks
✔️ Dashboard and reporting setup for real-time pipeline and delivery visibility
✔️ Multi-tool integrations and cross-platform automation
✔️ Team training and handover so nothing gets abandoned after setup
🛠️ Tools & Platforms I'm proficient with:
Monday | Notion | Airtable | ClickUp | Trello | GoHighLevel (GHL) | HubSpot | Salesforce | Zapier | Slack | Google Workspace | Microsoft 365 | Excel & Google Sheets
💡 How I Work:
- Understand your business, team structure, and how work currently flows
- Map your processes and identify automation opportunities
- Design a clean, scalable system architecture built around how you operate
- Build & configure CRM pipelines, project boards, automations, dashboards, and integrations
- Walk your team through everything so they're confident and self-sufficient from day one
If you need a CRM specialist, project management consultant, workflow automation expert, or a fractional operations lead to bring structure to your business — let's talk.
Steps for completing your project
After purchasing the project, send requirements so Udochukwu can start the project.
Delivery time starts when Udochukwu receives requirements from you.
Udochukwu works on your project following the steps below.
Revisions may occur after the delivery date.
Create FAQs section
Have a Process Discovery Interview
This is the phase that precedes SOPs creation where I get to understand how all the processes work.