a
annemarie995

Steph

@annemarie995
5,0(7)

Simplifying your workflow, Amplifying success

Nigéria
Inglês, Francês
Algumas informações são exibidas no idioma inglês.
Sobre mim
I help businesses build powerful automated systems that capture and convert leads. With 5+ years of experience, I specialize in GoHighLevel, HubSpot, WhatsApp API, and workflow automation. I create sales funnels, CRM setups, email/SMS automation, forms, and integrations using Zapier, Make, and APIs. My focus is on clean, reliable systems that save time and boost conversions. Let’s streamline your workflow and grow your business. Message me to get started.... Saiba mais

Habilidades

a
annemarie995
Steph
offline • 
Tempo médio de resposta: 1 hora

Conheça meus serviços

Software de Gerenciamento de Projeto
I will build monday crm clickup or asana zoho crm system with zapier automation
5,0(3)
Pesquisas
I will integrate zapier drive notion typeform google forms calendly jotform drip stripe
5,0(1)

Portfólio

Experiência profissional

Notion Systems & Workflow Automation Consultant (Nonprofit Operations)

Nonprofit Workflow Labs • Período integral

Dec 2025 - Feb 20262 mos

Notion Systems & Workflow Automation Consultant (Nonprofit Operations) Key Achievements: 1. Refined and re-architected an existing nonprofit Notion workspace built around a master feeder database 2. Optimized database structure (relations, rollups, properties) to improve reporting clarity and scalability 3. Designed standardized templates for programs, grants, events, and communications 4. Built a structured navigation system to improve adoption for staff and leadership 5. Implemented lightweight automations using Make/Zapier to reduce manual admin work 6. Integrated Notion with Canva for streamlined design request and asset tracking workflows 7. Connected Google Workspace (Forms, Docs, Drive, Calendar) to Notion for operational efficiency 8. Reduced internal process friction and improved data consistency across departments

CRM & Workflow Automation Consultant – Monday.com Implementation for Real Estate Firm

Sarnia Real Estate • Meio período

Sep 2024 - Oct 20241 mo

Led the end-to-end implementation of a customized Monday.com CRM and workflow automation system for a growing real estate agency. Transformed fragmented property tracking and client follow-up processes into a centralized, automated operations hub. Designed structured boards for property listings, transaction pipelines, and client management while integrating Zapier automations to eliminate manual reminders and repetitive admin tasks. Delivered hands-on team training and real-time implementation support to ensure smooth adoption and long-term system sustainability. The result was improved visibility across deals, faster follow-ups, enhanced collaboration, and increased operational efficiency, enabling agents to focus on revenue-generating activities. Designed and deployed a centralized CRM system managing 100% of property listings and client pipelines 1. Reduced manual follow-up tasks by implementing automated reminders and status updates via Zapier 2. Improved deal visibility and tracking across agents with structured workflow dashboards 3. Increased team coordination by consolidating communication and task tracking into one system 4. Delivered live onboarding training and documentation for seamless adoption 5. Created scalable system architecture to support future growth

7 Avaliações
5,0

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Classificação detalhada
  • Nível de comunicação do freelancer
    5
  • Qualidade da entrega
    5
  • Valor da entrega
    5
1-5 fora das 7 avaliações
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    vincent_ray01

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    5

    Great work by Steph. He quickly identified the root cause of the Meta Business verification issue and explained how it was affecting the WhatsApp API setup. Communication was clear throughout, and he handled everything efficiently without unnecessary back and forth. Everything is now working as expected....

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    The entire process was seamless. Steph demonstrated exceptional professionalism and was very easy to work with. He was flexible with scheduling our consultation sessions and actively listened to our needs, translating our business requirements into the final Airtable dashboard design without any confusion....

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    marcrossi07

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    Steph is a highly reliable project manager. He impressed us by seamlessly transferring our CSV lead data directly onto our Monday.com board, which immediately boosted the efficiency of our support and training processes. His timely, clear communication and deep knowledge made the whole experience effortless. Working with him was a genuine pleasure

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    Working with Steph was a genuine pleasure. He immediately impressed us with his professionalism and expertise. He delivered a perfectly configured Monday CRM board setup that has streamlined our support and training processes. Steph is deeply knowledgeable, and his timely, clear communication made the...

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