You will get a CRM Sales Process Design Flowchart & Automation Strategy
Top Rated
Project details
Do you use spreadhseets (Excel, Google Sheets, Airtable, Smartsheets) to manage your leads?
Do you waste time and lose sales because your CRM & sales processes lack automation?
I work with small business owners. I want to accomplish the following for your business:
-Design a sales system for you with defined stages and protocols
-Automate processes as much as possible and reduce time-wasting manual tasks
-Automate follow-up email communications
-Reduce friction in your web forms so more of your website visitors convert into leads
-Seamlessly funnel those leads into powerful CRM software, to keep you and your team organized
-& Collect valuable data so that you can measure and improve your sales & marketing performance
WHAT'S INCLUDED:
-You fill out questionnaire
-We conduct 1 hour strategy call
-I audit your current marketing & sales systems
-I produce findings, recommend best practices
-I produce diagram of 1 proposed sales pipeline OR 1 email sequence
-We'll conduct a final 30 minute zoom call to discuss the above
-You save time & close more deals
----------------------
-Implementation NOT INCLUDED (you may hire me hourly for implementation)
Do you waste time and lose sales because your CRM & sales processes lack automation?
I work with small business owners. I want to accomplish the following for your business:
-Design a sales system for you with defined stages and protocols
-Automate processes as much as possible and reduce time-wasting manual tasks
-Automate follow-up email communications
-Reduce friction in your web forms so more of your website visitors convert into leads
-Seamlessly funnel those leads into powerful CRM software, to keep you and your team organized
-& Collect valuable data so that you can measure and improve your sales & marketing performance
WHAT'S INCLUDED:
-You fill out questionnaire
-We conduct 1 hour strategy call
-I audit your current marketing & sales systems
-I produce findings, recommend best practices
-I produce diagram of 1 proposed sales pipeline OR 1 email sequence
-We'll conduct a final 30 minute zoom call to discuss the above
-You save time & close more deals
----------------------
-Implementation NOT INCLUDED (you may hire me hourly for implementation)
Marketing Strategy Expertise
Conversion Rate Optimization, Marketing Automation, Consultation, OtherWhat's included
| Service Tiers |
Starter
$475
|
Standard
$700
|
Advanced
$950
|
|---|---|---|---|
| Delivery Time | 14 days | 21 days | 21 days |
Number of Revisions | 1 | 2 | 3 |
Marketing Strategy Report | |||
Customer Segmentation | - | ||
Promotional Campaign | - | - | - |
Tailored Action Plan | - | - | |
Website Review | - | - | - |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$100 - $150
Additional Revision
+$100
96 reviews
(94)
(2)
(0)
(0)
(0)
DE
Daniela E.
Feb 25, 2022
Vito is very knowledgeable and professional. He delivered a marketing strategy and sales pipeline and automatization plan that will increase our effectiveness. he was very easy to adapt to different challenges we face as business owners and provide effective suggestions and solutions. Vito helped us to get a clear understanding of the priorities we need to concentrate on first in order to increase the flow of the sales pipeline and save a lot of time and money. He clearly has experience in the sales process and has the knowledge to make it possible for our type of business. Great communicator and meat of the deadlines and work we expected. We enjoyed working with Vito and will definitely use his expertise and services in the future.
JS
Jeffrey S.
Jul 6, 2026
Active Campaign Emails, Automations, Platform setup
JS
Jeffrey S.
Jun 25, 2026
30 minute consultation
JB
John B.
May 14, 2026
HubSpot Audit and Reconfiguration
Vito was excellent. He went above and beyond our expectations. He explained things and also went and did things we needed that we did not know needed to be done.
CH
Cassie H.
May 4, 2026
Hubspot Specialist, Marketing Automation
Vito was timely, honest and suggested easier solutions for our team when building out our workflow in Hubspot.
AM
Adam M.
Apr 26, 2026
30 minute consultation
About Vito
CRM | Automation | Integrations - ActiveCampaign - Hubspot - Attio
100%
Job Success
Miami, United States - 4:46 am local time
📞 Invite me to your project on Upwork or send a direct message to book a complimentary consultation together. 📞
🔺 The current minimum project price is $575 (5 hours) 🔺
❝ 𝙑𝙞𝙩𝙤 𝙞𝙨 𝙩𝙝𝙚 𝙢𝙤𝙨𝙩 𝙩𝙝𝙤𝙧𝙤𝙪𝙜𝙝 𝙖𝙣𝙙 𝙙𝙚𝙩𝙖𝙞𝙡𝙚𝙙 𝙖𝙪𝙩𝙤𝙢𝙖𝙩𝙞𝙤𝙣 𝙨𝙥𝙚𝙘𝙞𝙖𝙡𝙞𝙨𝙩 𝙩𝙝𝙖𝙩 𝙄'𝙫𝙚 𝙬𝙤𝙧𝙠𝙚𝙙 𝙬𝙞𝙩𝙝 𝙗𝙚𝙛𝙤𝙧𝙚. 𝙏𝙝𝙚𝙧𝙚 𝙖𝙧𝙚 𝙨𝙤𝙢𝙚 𝙩𝙝𝙞𝙣𝙜𝙨 𝙩𝙝𝙖𝙩 𝙖𝙧𝙚 𝙝𝙖𝙧𝙙 𝙩𝙤 𝙛𝙞𝙣𝙙 𝙞𝙣 𝙖 𝙛𝙧𝙚𝙚𝙡𝙖𝙣𝙘𝙚𝙧, 𝙩𝙝𝙖𝙩 𝙑𝙞𝙩𝙤 𝙖𝙗𝙨𝙤𝙡𝙪𝙩𝙚𝙡𝙮 𝙣𝙖𝙞𝙡𝙨: 𝙌𝙪𝙞𝙘𝙠 𝙘𝙤𝙢𝙢𝙪𝙣𝙞𝙘𝙖𝙩𝙞𝙤𝙣. 𝘾𝙡𝙖𝙧𝙞𝙛𝙞𝙚𝙨 𝙚𝙫𝙚𝙧𝙮 𝙨𝙩𝙚𝙥 𝙤𝙛 𝙩𝙝𝙚 𝙬𝙖𝙮. 𝘼𝙘𝙩𝙪𝙖𝙡𝙡𝙮 𝙩𝙖𝙠𝙚𝙨 𝙙𝙪𝙚 𝙙𝙖𝙩𝙚𝙨 𝙨𝙚𝙧𝙞𝙤𝙪𝙨𝙡𝙮... 𝙖𝙣𝙙 𝙢𝙤𝙧𝙚. 𝙃𝙚'𝙨 𝙫𝙚𝙧𝙨𝙖𝙩𝙞𝙡𝙚 𝙞𝙣 𝙝𝙞𝙨 𝙖𝙪𝙩𝙤𝙢𝙖𝙩𝙞𝙤𝙣 𝙨𝙠𝙞𝙡𝙡𝙨 𝙖𝙣𝙙 𝙝𝙖𝙨 𝙝𝙚𝙡𝙥𝙚𝙙 𝙪𝙨 𝙤𝙪𝙩 𝙬𝙞𝙩𝙝 𝙢𝙤𝙧𝙚 𝙩𝙝𝙖𝙣 𝙖 𝙛𝙚𝙬 𝙩𝙝𝙞𝙣𝙜𝙨. 𝙄𝙛 𝙮𝙤𝙪 𝙣𝙚𝙚𝙙 𝙖 𝙧𝙚𝙡𝙞𝙖𝙗𝙡𝙚 𝙚𝙭𝙥𝙚𝙧𝙩 𝙞𝙣 𝙢𝙖𝙧𝙠𝙚𝙩𝙞𝙣𝙜 𝙖𝙪𝙩𝙤𝙢𝙖𝙩𝙞𝙤𝙣 𝙬𝙤𝙧𝙠 - 𝙮𝙤𝙪'𝙫𝙚 𝙛𝙤𝙪𝙣𝙙 𝙝𝙞𝙢. ❞
🗣 𝙑𝙞𝙣𝙘𝙚 𝘿𝙚 𝘽𝙚𝙣𝙚𝙙𝙚𝙩𝙩𝙤 - 𝘼𝙜𝙚𝙣𝙘𝙮 𝙊𝙬𝙣𝙚𝙧 | 𝘼𝙪𝙩𝙤𝙢𝙖𝙩𝙚𝙙 𝘿𝙧𝙚𝙖𝙢𝙨 🗣
Hey, I’m Vito! You can think of me as your solutions architect for consultation, planning and hands-on execution of robust CRM, email marketing, automation, and custom API solutions.
I excel at architecting and implementing complex business processes involving multiple data sources and software tools.
Large systems integrations and system migration projects are areas I specialize in. Complex data handling via no-code or coded (via-API) solutions is perfectly within my scope.
I nail getting these important pieces right that are so often unprioritized, underestimated and unoptimized.
I design streamlined systems guided by minimalism with fewer moving parts, fewer potential points of failure, less maintenance, and greater scalability.
I’m highly skilled in several marketing and CRM platforms like Hubspot and ActiveCampaign to name a few.
By learning the nuances of your organization’s tech stack I'll expertly identify and implement creative CRM and automation solutions that improve your team's ability to work efficiently and be more productive.
𝗪𝗵𝗮𝘁 𝗺𝘆 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝗵𝗮𝘃𝗲 𝗰𝗼𝗻𝘀𝗶𝘀𝘁𝗲𝗻𝘁𝗹𝘆 𝗴𝗶𝘃𝗲𝗻 𝗺𝗲 𝗽𝗿𝗮𝗶𝘀𝗲 𝗳𝗼𝗿 𝗶𝗻𝗰𝗹𝘂𝗱𝗲𝘀:
✅ First and most importantly, you'll earn back the cost of the project in short time - I am ROI & profitable solution-focused always!
✅ Honesty about what can be done. No BS. Only taking on projects where I actually have the right skills for the job.
✅ First try solutions. Battle-tested QA approach to ensure automations don’t break and data is accurate.
✅ Significantly reducing your team's ongoing labour cost by eliminating tedious, manual processes and reliance on spreadsheets. Let’s empower your sales & marketing teams to focus on selling!
✅ Feeling at ease working together. No excuses. I often complete work ahead of schedule. Clients can count on me to deliver.
𝗙𝗼𝗿 𝗔𝗰𝘁𝗶𝘃𝗲𝗖𝗮𝗺𝗽𝗮𝗶𝗴𝗻, 𝗛𝘂𝗯𝘀𝗽𝗼𝘁 & 𝗔𝗣𝗜 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀 𝘁𝗵𝗲 𝗱𝗲𝗹𝗶𝘃𝗲𝗿𝗮𝗯𝗹𝗲𝘀 𝗜 𝗼𝗳𝘁𝗲𝗻 𝘄𝗼𝗿𝗸 𝗼𝗻 𝗶𝗻𝗰𝗹𝘂𝗱𝗲:
☑️ Hubspot - Sales Process Automation - Deal Follow Up Automation & Deal Tracking - Workflow Integration - Lead Scoring - Pipeline Setup & Automation - Call Booking Workflows - Lead Capture Solutions
☑️ Distributed Marketing Software Consolidation
☑️ CRM Data Solutions - Import - Migration - Centralization - Integration
☑️ Custom Automation Solutions - Custom Integrations - Custom Coded
☑️ Email Drip Sequences - Email Audience Segmentation - Tagging - Email Deliverability Troubleshooting
☑️ Spreadsheet & Form Automation - Google Sheets - Excel - Google Forms - Jotform
☑️ No Code Automation Solutions - Zapier
☑️ Call Booking Solutions - Calendly
𝗢𝘁𝗵𝗲𝗿 𝗵𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀 𝗼𝗳 𝘁𝗵𝗲 𝘁𝘆𝗽𝗲𝘀 𝗼𝗳 𝗱𝗲𝗹𝗶𝘃𝗲𝗿𝗮𝗯𝗹𝗲𝘀 𝗜 𝘀𝘂𝗽𝗽𝗼𝗿𝘁 𝗺𝘆 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝘄𝗶𝘁𝗵 𝗶𝗻𝗰𝗹𝘂𝗱𝗲:
☑️ Tech Stack Consultation - Automation Opportunity Identification - Problem Solving - Troubleshooting - Training
☑️ Marketing Automations
☑️ CRM Setup - Planning - Optimization - Training
☑️ Analytics & Reporting Solutions - Google Analytics - GA4 - Google Tag Manager - Looker Studio / Google Data Studio
☑️ Database & Data Integrity Solutions
If you’d like to chat about a project, invite me to it or send me a direct message on Upwork. Talk soon!
Steps for completing your project
After purchasing the project, send requirements so Vito can start the project.
Delivery time starts when Vito receives requirements from you.
Vito works on your project following the steps below.
Revisions may occur after the delivery date.
I Produce my Findings / Recommendations & Diagram
You'll receive the following: -A written report of my findings. -A diagram of either the proposed sales process. -We'll conduct a 30 minute review call. -Audience segmentation (if applicable). -Tailored action plan (if applicable).