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samuelautomates

Samuel

@samuelautomates

Email Marketing and CRM Automation Expert

Reino Unido
Inglês
Algumas informações são exibidas no idioma inglês.
Sobre mim
I help businesses automate lead generation, follow-ups, and customer communication through email marketing, CRM automation, and sales funnels. My expertise includes GoHighLevel, Klaviyo, MailerLite, Apollo.io, SMS automation, and A2P 10DLC registration. Whether you're an eCommerce store, coach, agency, or local business, I build systems that save time, increase conversions, and improve customer engagement. I focus on clear communication, reliable delivery, and solutions tailored to your business goal.... Saiba mais

Habilidades

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samuelautomates
Samuel
offline • 
Tempo médio de resposta: 1 hora

Conheça meus serviços

Gerenciamento de CRM
I will become your gohighlevel expert for CRM workflow automation
A partir deUS$ 20 /projetoMais detalhes
Automações de E-mail
I will build and customize your mailerlite email marketing system
A partir deUS$ 35 /projetoMais detalhes

Experiência profissional

Pipedrive

Pipedrive CRM Consultant

Pipedrive • Freelance

Jul 2026 - Present • 3 mos

As a Pipedrive CRM Consultant, I help businesses transform scattered sales activities into structured, measurable, and scalable CRM systems. My work covers the full Pipedrive lifecycle, from understanding a company's sales process and mapping customer journeys to designing pipelines, configuring deal stages, custom fields, activities, permissions, automations, dashboards, and reporting structures. I have supported businesses in organizing leads, improving deal visibility, standardizing follow-up processes, and creating CRM environments that sales teams can use confidently every day. Rather than applying a generic setup, I study each business model, sales cycle, team structure, and operational challenges before developing a Pipedrive system that reflects how the company actually sells. A key part of my work is developing practical CRM and sales playbooks. These playbooks document lead qualification criteria, pipeline stage definitions, required actions, follow-up sequences, ownership rules, handoff procedures, data-entry standards, and daily CRM routines. This gives teams a clear operating framework and helps managers maintain consistency as the business grows. My project experience also includes CRM audits, database organization, contact and deal migration, duplicate management, workflow automation planning, third-party integrations, user onboarding, dashboard creation, and on-going system improvement. I focus on eliminating unnecessary manual work while keeping processes simple enough for teams to adopt. Through these projects, I have helped clients gain clearer pipeline visibility, establish more consistent sales processes, improve CRM adoption, reduce missed follow-ups, and create stronger accountability across their sales operations. My goal on every engagement is to leave the client with more than a configured Pipedrive account: a reliable sales system, documented playbook, and practical structure their team can continue using and improving with confidence.