You will get Monday CRM Set Up Monday Automation Monday Dashbord Workspace Set Up
Project details
This service helps you build a clear, structured, and efficient Monday. com workspace that keeps your projects organized and your team aligned.
When you work with me, you will get:
• Custom Monday.com board setup for project tracking, task management, and workflows
• CRM pipeline or dashboard setup for better visibility and performance tracking
• Workflow automations and structured task systems that reduce manual work
I bring strong experience working in the freelance environment, helping businesses create systems that improve productivity and keep projects running smoothly.
I approach every project with attention to detail and a clear focus on your goals. I care deeply about the success of your project, which is why I prioritize clear communication, quality execution, and 100% reliable delivery.
My goal is to ensure you leave with a Monday. com system that is organized, easy to manage, and built for long-term efficiency.
When you work with me, you will get:
• Custom Monday.com board setup for project tracking, task management, and workflows
• CRM pipeline or dashboard setup for better visibility and performance tracking
• Workflow automations and structured task systems that reduce manual work
I bring strong experience working in the freelance environment, helping businesses create systems that improve productivity and keep projects running smoothly.
I approach every project with attention to detail and a clear focus on your goals. I care deeply about the success of your project, which is why I prioritize clear communication, quality execution, and 100% reliable delivery.
My goal is to ensure you leave with a Monday. com system that is organized, easy to manage, and built for long-term efficiency.
Programming Languages
PHP, HTML & CSS, JavaScriptWhat's included
| Service Tiers |
Starter
$90
|
Standard
$130
|
Advanced
$250
|
|---|---|---|---|
| Delivery Time | 2 days | 4 days | 7 days |
Number of Revisions | 0 | 0 | 1 |
Install Script | |||
Test Script | - | ||
Task Automation | - | - |
Frequently asked questions
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MO
Margaret O.
May 25, 2026
Monday CRM Expert Needed for Simple Setup & Workflow Updates
Racheal was fantastic to work with on our Monday CRM project. She was professional, responsive, and handled everything efficiently from start to finish. The workflows were organized perfectly, updates were completed smoothly, and communication was excellent throughout the project. Highly recommend Racheal for anyone needing help with Monday CRM.
About Racheal
Hubspot CRM | Hubspot Marketing | Hubspot Automation | Hubspot Expert
Lagos, Nigeria - 12:08 am local time
I recently worked with Margaret Inc., where I optimized their HubSpot CRM by organizing customer data, refining their sales pipeline, and improving the overall CRM structure for better usability and efficiency. That experience reinforced what I see time and time again many businesses invest in HubSpot, but very few use it to its full potential.y
If your CRM is cluttered, your workflows are manual, your marketing campaigns aren't converting, or your sales team spends more time managing data than closing deals, then your HubSpot portal isn't working for you, you need help right now.
That's where I come in.
I am a HubSpot Expert who helps businesses transform HubSpot into a growth engine that streamlines operations, improves customer relationships, automates repetitive tasks, and supports scalable business growth.
Whether you're implementing HubSpot for the first time, migrating from another CRM, or optimizing an existing portal, I build systems that are organized, efficient, and designed around your business goals not generic templates.
📌HubSpot CRM.
I specialize in end-to-end HubSpot CRM implementation, ensuring your system is clean, structured, and optimized for growth.
✔ HubSpot CRM Setup and Configuration
✔ CRM Optimization and Cleanup
✔ Custom Sales Pipeline Creation
✔ Contact & Company Management
✔ Deal Pipeline Management
✔ CRM Data Import and Migration
✔ Data Cleanup and Deduplication
✔ Custom Properties and Fields
✔ Dashboards and Reporting
✔ User Permissions & Team Setup
✔ Customer Lifecycle Configuration
✔ CRM Training and Best Practices
Result: A well-organized CRM that helps you manage contacts efficiently, track deals with confidence, and give your team complete visibility throughout the sales process.
📌HubSpot Marketing
I build marketing systems that help you attract, nurture, and convert the right audience using HubSpot's powerful marketing tools.
✔ Email Marketing Campaigns
✔ Email Template Design
✔ Newsletter Setup
✔ Landing Page Design
✔ Lead Capture Forms
✔ Audience Segmentation
✔ Lead Nurturing Campaigns
✔ Marketing Campaign Setup
✔ Campaign Optimization
✔ Marketing Analytics
✔ Lead Generation Strategy
Result: Launch targeted campaigns, nurture leads automatically, and create a repeatable marketing process that supports business growth.
📌HubSpot Automation
I create smart HubSpot automations that eliminate repetitive tasks, improve response times, and keep your business running efficiently.
✔ Workflow Automation
✔ Marketing Automation
✔ Sales Automation
✔ Lead Assignment Automation
✔ Automated Follow-Up Sequences
✔ Customer Onboarding Automation
✔ Lifecycle Stage Automation
✔ Lead Scoring
✔ Task Automation
✔ Internal Notifications
✔ Pipeline Automation
✔ Custom Workflow Development
Result: Spend less time on manual work, respond to leads faster, and automate key processes without sacrificing the customer experience
📌HubSpot Expert
From strategy to implementation, I provide complete HubSpot solutions tailored to your business goals and long-term growth.
✔ HubSpot Consultation
✔ HubSpot Portal Audit
✔ CRM Strategy
✔ Sales Process Optimization
✔ Marketing Process Optimization
✔ Third-Party Integrations
✔ API Integrations
✔ Data Migration
✔ HubSpot Troubleshooting
✔ Customer Journey Mapping
✔ Ongoing HubSpot Support
✔ Best Practice Recommendations
Result: A fully optimized HubSpot ecosystem that supports your sales, marketing, and customer success teams while giving you confidence in every stage of your customer journey.
📌My Unique Process
A successful HubSpot implementation starts with understanding your business, not just your software. My process is collaborative, transparent, and tailored to your goals to ensure every solution delivers long-term value.
✔Discovery and Strategy
✔Audit and Planning
✔Implementation
✔Testing & Optimization
✔Handover & Support
💼Who I Work With
✔ SaaS & Technology Companies
✔ Marketing & Creative Agencies
✔ B2B Service Providers
✔ Startups & Growing Businesses
✔ E-commerce Brands...and more
📌Why Clients Choose Me
When you work with me, you can expect:
✔ A structured HubSpot solution built around your business
✔ Clear and consistent communication throughout the project
✔ Clean, organized, and scalable CRM implementation
✔ Reliable workflow and marketing automation
✔ Accurate data organization and migration
Let's turn your HubSpot investment into a system that supports smarter marketing, stronger customer relationships, and sustainable business growth.
If you're ready to organize your CRM, automate repetitive tasks, improve your marketing, and create a more efficient sales process, I'd love to help.
Click the "Message" button at the top of this page, send me a brief overview of your project, and I'll get back to you with the best approach for your business.
HubSpot CRM | HubSpot Marketing | HubSpot Automation | HubSpot Expert | HubSpot Consultant | Email Marketing
Steps for completing your project
After purchasing the project, send requirements so Racheal can start the project.
Delivery time starts when Racheal receives requirements from you.
Racheal works on your project following the steps below.
Revisions may occur after the delivery date.
Setup and arramgement
Hierachy and grouping