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
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IV
Ivett V.
Mar 27, 2025
Assessment Completion
About Udochukwu
CRM & Operations Specialist | Automation | Project Management | SOPs
Lagos, Nigeria - 2:26 pm local time
But for many growing businesses, that is exactly what happens.
The team grows. Clients increase. Projects become more complex. Yet the systems underneath the business remain a collection of spreadsheets, inboxes, WhatsApp messages, disconnected tools, and processes that exist mostly in people's heads.
That is where I come in.
I help founders like you and growing teams design and build the operational systems that make work easier to manage, easier to track, and less dependent on you, the founder.
For one 8 person marketing agency, I built an Airtable CRM and operations system that reduced the founder's recurring workload by about 2.5 hours per day and removed them from much of the day to day coordination.
Whether you are starting from scratch, replacing a messy setup, migrating from spreadsheets, or trying to connect tools that currently operate in silos, I can help you turn the moving parts of your business into a clear, connected operating system.
What I can help you build
CRM systems including setup, configuration, customization, pipeline design, data cleanup, migration, integrations, and optimization
Sales and CRM automation including lead routing, follow ups, task creation, pipeline updates, notifications, and workflow triggers
Project management systems that give your team clear ownership, deadlines, priorities, project visibility, and accountability
Workflow automation that eliminates repetitive administrative work and keeps tasks, information, and communication moving between systems
Client onboarding systems that standardize everything from lead conversion through kickoff, delivery, follow ups, and completion
SOPs and process documentation that turn recurring work into clear, repeatable processes your team can actually follow
Operations dashboards and reporting systems that give you visibility into sales pipelines, projects, client delivery, team workload, and key performance indicators
Business process improvement through process mapping, workflow redesign, bottleneck identification, and operational standardization
Tool integrations connecting your CRM, project management platform, forms, spreadsheets, communication tools, and other business systems
Team training, system documentation, implementation support, and handover so your new systems continue working after the project is complete
Tools I work with
Monday. com | ClickUp | Notion | Airtable | Trello | HubSpot | Salesforce | GoHighLevel | Zapier | Slack | Google Workspace | Microsoft 365 | Google Sheets | Excel
How I approach your project
First, I understand how your business currently works, how information moves through the company, how your team manages work, and where things are getting stuck.
Then I map the processes, identify bottlenecks and repetitive work, and determine what should be standardized, automated, delegated, or redesigned.
From there, I design the system architecture and build the CRM, project management workspace, workflows, automations, dashboards, integrations, and documentation around the way your business actually operates.
Finally, I test everything, document the system, and train your team so you are not left with another complicated tool that nobody knows how to use.
If your business has grown to the point where spreadsheets, inboxes, WhatsApp messages, manual follow ups, and disconnected tools are making operations harder than they should be, you probably do not need another person to help you keep up with the chaos.
You need better systems.
And that is what I build.
Let's talk about your business.
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.