You will get Pipedrive CRM Setup, AI automation Workflow as CRM Expert Consultant
Project details
How I’ll Solve Your CRM Chaos—Step by Step
1. Deep-Dive Discovery
I’ll start by asking you the right questions—not jumping to solutions. What’s slowing your team down? Where do leads slip? What’s your dream workflow?
2. Tailored Automation Blueprint
No generic templates. I’ll map out a system that fits your CRM (Pipedrive, HubSpot, etc.), tools, and goals—with clear ROI (e.g., "This will save 10 hrs/week").
3. Build & Test (Without Disrupting You)
I’ll set up automations in a sandbox first, then run real-world tests to ensure they work before going live. Your team keeps working uninterrupted.
4. Train & Hand Over Control
You’ll get a simple walkthrough (and cheat sheets!) so your team understands the system—not just inherits a "black box."
My Promise: You’ll see measurable results (faster follow-ups, fewer errors) within 2 weeks—or we’ll refine it until you do.
Why This Works:
Reduces risk – Clients worry about paying for something that doesn’t work. This shows you’ll validate results.
Highlights collaboration – Positions you as a partner, not just a freelancer.
Sets expectations – Clear phases (discovery → build → train) prevent scope creep.
1. Deep-Dive Discovery
I’ll start by asking you the right questions—not jumping to solutions. What’s slowing your team down? Where do leads slip? What’s your dream workflow?
2. Tailored Automation Blueprint
No generic templates. I’ll map out a system that fits your CRM (Pipedrive, HubSpot, etc.), tools, and goals—with clear ROI (e.g., "This will save 10 hrs/week").
3. Build & Test (Without Disrupting You)
I’ll set up automations in a sandbox first, then run real-world tests to ensure they work before going live. Your team keeps working uninterrupted.
4. Train & Hand Over Control
You’ll get a simple walkthrough (and cheat sheets!) so your team understands the system—not just inherits a "black box."
My Promise: You’ll see measurable results (faster follow-ups, fewer errors) within 2 weeks—or we’ll refine it until you do.
Why This Works:
Reduces risk – Clients worry about paying for something that doesn’t work. This shows you’ll validate results.
Highlights collaboration – Positions you as a partner, not just a freelancer.
Sets expectations – Clear phases (discovery → build → train) prevent scope creep.
Project Type
Business Consulting, Financial Consulting, Human ResourcesWhat's included $250
These options are included with the project scope.
$250
- Delivery Time 5 days
- Number of Revisions Unlimited
About Adeniyi
CRM Automation Expert | Pipedrive & HubSpot Specialist | Workflow savy
Osogbo, Nigeria - 5:21 pm local time
Are you tired of spending hours on repetitive CRM tasks? Want your sales and marketing teams to focus on high-impact work—not data entry? I help businesses automate their CRM workflows so they can scale faster, reduce errors, and close more deals effortlessly.
🔧 What I Do
Pipedrive & HubSpot CRM Setup & Customization: Tailoring CRM systems to fit your unique business needs, ensuring seamless integration and user-friendly interfaces.
Workflow Automation: Designing and implementing automated workflows that reduce manual tasks, improve efficiency, and enhance lead nurturing processes.
CRM Integration: Connecting your CRM with essential tools like Zapier, Make.com, and Airtable to create a cohesive and efficient tech stack.
Sales Pipeline Optimization: Analyzing and refining your sales processes to increase conversion rates and drive revenue growth.
Data Migration & CRM Audits: Ensuring smooth transitions when moving data between systems and conducting thorough audits to enhance CRM performance.
🌟 Why Work With Me?
Client-Centered Approach: I prioritize understanding your business goals to deliver tailored CRM solutions that align with your objectives.
Proven Expertise: With extensive experience in CRM platforms and automation tools, I bring a wealth of knowledge to every project.
Results-Driven: My focus is on delivering measurable improvements in efficiency, lead management, and sales performance.
Ongoing Support: I provide continuous support to ensure your CRM systems evolve with your business needs.
✅ Let's Connect
Ready to transform your CRM into a powerful tool that drives business success? Let's discuss how I can assist you in achieving your goals.
Steps for completing your project
After purchasing the project, send requirements so Adeniyi can start the project.
Delivery time starts when Adeniyi receives requirements from you.
Adeniyi works on your project following the steps below.
Revisions may occur after the delivery date.
CRM Automations
I analyze → build → test → train. Custom CRM automations that work for YOUR team, with zero downtime."