
Richard
Investor Ready Business Plans That Help You Secure Funding
Compétences

Voir mes services


Expérience professionnelle
Technical Consultant
Shalom South Florida • Freelance
Jul 2023 - Sep 2024 • 1 yr 2 mos
Consult businesses on CRM selection and implementation. Design automation workflows to reduce manual processes. Integrate third-party applications through APIs and no-code platforms. Train clients on using CRM systems and automated workflows. Deliver scalable solutions for sales, marketing, and customer support. These examples are suitable for a business plan if they reflect your actual experience. If the business plan is for a loan, grant, investor, or immigration application, let me know which one—it affects the style and level of detail expected.
API Integration & Automation Consultant
Sale Hunter • Freelance
Feb 2021 - Dec 2021 • 10 mos
Developed custom integrations that connected business applications, eliminating repetitive tasks and improving operational efficiency.
CRM Automation Specialist
HubSpot • Indépendant
Apr 2020 - Feb 2021 • 10 mos
Help businesses optimize sales and customer management by implementing CRM systems and workflow automation.