
Mark
CRM and AI Automation Expert I Turn Manual Chaos Into Auto Pilot Systems
Compétences

Voir mes services


Portfolio
Expérience professionnelle
Upwork
Freelance • 3 mos
Real Estate Team Drowning in Manual Follow Up
May 2026 - Jul 2026 • 2 mos
A real estate agency was losing buyers because leads sat in a spreadsheet for hours before anyone called them back. I connected Typeform to HubSpot so every new inquiry created a contact instantly, synced it to Google Sheets for the team's tracking, and triggered a personalized Gmail sequence within minutes of submission. Agents stopped chasing cold leads and started working warm ones the moment they landed. The team went from same-day follow up to instant follow up, and stopped losing buyers to faster competitors. Want your leads contacted before they even close the tab. Let's talk.
Medical Practice Buried in Intake Paperwork
Jun 2026 - Jul 2026 • 1 mo
A multi-provider medical practice was manually re-entering patient intake data from paper forms into their CRM, costing front office staff hours every single day. I replaced the process with Typeform for digital intake, connected directly to HubSpot for instant patient records, Google Sheets for compliance-friendly reporting, and Gmail for automated confirmation and pre-visit instructions. What used to be a stack of paperwork and manual entry became a fully digital intake to communication pipeline. Staff got their time back and patients got a smoother, faster first impression of the practice. If your front office is buried in forms, I can dig them out. Let's build it.
Dental Practice Losing Patients to No-Shows and Silence
Freelancer.com • Freelance
Apr 2026 - Jun 2026 • 2 mos
A dental clinic had a solid patient list but no consistent way to reach out, confirm appointments, or fill last-minute cancellations. I built a system linking Typeform intake forms to HubSpot, with Google Sheets tracking appointment status and Gmail handling automated reminders and reactivation emails for patients who had gone quiet. Front desk staff went from manually calling every patient to letting the system handle reminders while they focused on people already in the chair. No-shows dropped and the reactivation emails alone brought back patients who had not booked in over a year. Ready to fill your schedule without the phone tag. Message me.