Obadare

CRM & AI Automation Specialist

Self employed / Freelance • Autônomo

Jul 2026 - Present • 4 mos

I helped a service-based business modernize its customer acquisition and follow-up process by combining CRM configuration with workflow and AI automation. I began by reviewing how inquiries entered the business and how staff currently qualified, organized, and followed up with prospects. I then translated the process into a structured CRM workflow using HubSpot, GoHighLevel, n8n, Make, Airtable, and Notion. I configured customer properties and pipeline stages, automated data organization and follow-up actions, created internal notifications, and connected different systems to reduce repetitive data entry. I also incorporated AI into selected workflow steps to help classify and organize incoming information before it reached the appropriate team member. I tested the complete workflow from initial inquiry through follow-up, identified edge cases, made adjustments, and documented the setup. This experience developed my expertise in combining CRM implementation, workflow automation, integrations, and AI to create practical business systems.

Marketing Operations & Workflow Specialist

Self Employed • Autônomo

May 2026 - Present • 6 mos

I worked on the operational workflow of a digital marketing agency managing multiple clients and projects. The main challenge was that important information was spread across several platforms, creating unnecessary manual work for the team. I mapped the agency's client and project lifecycle and created connected workflows using n8n, Make, Zapier, ClickUp, Monday.com, Airtable, Notion, and HubSpot. My work included automating lead intake, CRM updates, project creation, task assignment, notifications, data synchronization, reminders, and internal handoffs. I structured the workflows so that actions in one system could automatically trigger the next step in another. I monitored the automations during implementation, tested different conditions and scenarios, and refined the workflows to make them reliable and easy for the team to maintain. This experience strengthened my ability to design scalable automation systems for agencies and service-based teams.

Real Estate CRM & Automation Specialist

freelance • Freelance

Apr 2026 - Present • 7 mos

I supported a real estate business that needed a more structured way to manage incoming property leads and sales activities. I first reviewed how leads were being received, qualified, assigned, and followed up with, then mapped the process into a centralized CRM workflow. I configured lead stages and pipelines, organized customer information, automated lead distribution, created follow-up sequences, and connected the CRM with operational tools using GoHighLevel, HubSpot, Zapier, Make, Airtable, and ClickUp. I also created automated alerts and task workflows so agents could respond to new opportunities without relying on manual reminders. Throughout the implementation, I tested different scenarios, corrected workflow errors, and adjusted the system around the team's actual sales process. This experience gave me practical expertise in building CRM systems around lead generation, qualification, follow-up, and sales management.