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You will get an audit analysis of your data in your CRM
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Project details
My project offers a comprehensive analysis of your CRM data, covering all key areas such as contacts, accounts, lists, forms, campaigns, workflows, and pipelines. I will thoroughly examine your CRM to identify duplicates, missing or incomplete information, unused resources, and areas that can be optimized for better functionality. Along with this, I’ll provide tailored suggestions for improving your data quality, whether that means merging duplicates, filling in missing names using emails, or splitting first and last names where identifiable.
In addition, I will analyze your pipelines and offer insights on how to improve them for greater efficiency, helping you streamline processes and make the most of your CRM. After the analysis, I will deliver a free proposal with a detailed plan of action, and you only pay for the execution, which is based on the estimated hours required. This personalized approach ensures you get the most out of your CRM, enhancing data quality and overall performance.
In addition, I will analyze your pipelines and offer insights on how to improve them for greater efficiency, helping you streamline processes and make the most of your CRM. After the analysis, I will deliver a free proposal with a detailed plan of action, and you only pay for the execution, which is based on the estimated hours required. This personalized approach ensures you get the most out of your CRM, enhancing data quality and overall performance.
Language
EnglishWhat's included
| Service Tiers |
Starter
$150
|
Standard
$250
|
Advanced
$350
|
|---|---|---|---|
| Delivery Time | 3 days | 5 days | 5 days |
Executive Summary | - | - | - |
Company Description | - | - | - |
Industry & Competitor Analysis | - | - | - |
SWOT Analysis | - | - | - |
Customer Analysis | - | - | - |
Tailored Marketing Plan | - | - | - |
Review & Critique | - | - | - |
Financial Forecast | - | - | - |
Investor List | - | - | - |
Outreach Email Copy | - | - | - |
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OP
Ogi P.
Mar 19, 2026
Customer Support Agent for SaaS (French/English)
Working with Valeria was a great experience. She was professional, responsive, and delivered high-quality work on time. Communication was smooth throughout the project, and she quickly understood the requirements. I’d definitely recommend her and would be happy to collaborate again in the future.
MP
Marina P.
Apr 8, 2024
Customer Support Manager
MP
Marina P.
Mar 28, 2024
Customer Support Manager
SL
Stephen L.
Nov 16, 2023
Salesforce Administrator
KM
Kyle M.
Oct 9, 2023
You will get expert help with Hubspot/Salesforce implementation, tailored to your needs.
About Valeria
Customer Support Manager & CRM Automation Specialist
100%
Job Success
Madrid, Spain - 11:23 pm local time
I am a Customer Support and Executive Assistant professional with extensive experience supporting startups and growing businesses across the U.S., Europe, and LATAM. I have worked both as a front line support agent and as a Customer Support Team Manager, delivering high quality customer experiences while helping teams run efficient and organized support operations.
In my most recent roles, I have overseen daily support operations, monitored SLAs and response times, supported agents, and improved internal workflows to ensure consistent service quality and efficient processes. This experience allows me to understand both day to day customer interactions and the operational side of building scalable support systems.
In addition to customer service, I support executives and founders by keeping workflows organized, managing priorities, and ensuring daily operations run smoothly. I am comfortable working independently, adapting quickly, and communicating clearly with both technical and non technical teams.
Alongside hands on support, I have experience configuring and optimizing helpdesk systems, including setting up SLA rules, automations, ticket workflows, response templates, and internal processes to improve response times and customer satisfaction.
I can help you with:
Customer support via chat email or ticket systems Zendesk, Intercom ,Freshdesk ,Zoho Desk, etc.
Helpdesk setup and optimization including SLA configuration and workflow automation
Executive assistant tasks including calendar and inbox management travel booking meeting coordination research and reporting
CRM tools like HubSpot or Salesforce including setup workflows and automation
Creating SOPs knowledge bases and response templates
Administrative support and process improvements
GoHighLevel CRM buildouts, automation workflows, and funnel setup
Voice AI, Conversation AI, pipeline configuration, and SMS and email sequences
I am proactive detail oriented and easy to work with. Whether you need part time support or a long term partner I am ready to help your business deliver excellent customer experiences while keeping operations organized and efficient.
Steps for completing your project
After purchasing the project, send requirements so Valeria can start the project.
Delivery time starts when Valeria receives requirements from you.
Valeria works on your project following the steps below.
Revisions may occur after the delivery date.
If approved we go ahead with a final meeting to review