Mercy Micheal

HubSpot Automation Specialist

Upwork • Indépendant

Jan 2025 - Present • 1 yr 8 mos

As an Independent HubSpot Automation Specialist working through Upwork, I help businesses streamline repetitive marketing and sales activities by building practical HubSpot workflows and automation systems. My focus is turning manual follow ups, lead management, and customer communication into organized workflows that are easier to manage. I work with HubSpot workflows for lead nurturing, contact segmentation, follow up sequences, internal notifications, task creation, lifecycle management, and sales automation. I review the client’s existing process, identify repetitive steps, and structure automation around their customer journey rather than applying a generic workflow. My work can include setting up enrollment triggers, workflow actions, contact property updates, task assignments, internal notifications, lead routing, follow up processes, and automated communication paths. I also organize contact data and segmentation so leads move through the appropriate marketing or sales process. For businesses already using HubSpot, I can review existing workflows, identify areas that need improvement, and simplify processes that have become difficult to manage. For businesses starting with automation, I can map requirements into workflow structures for lead nurturing and sales follow up. I prioritize clean organization, logical workflow design, and automation that supports business operations. My goal is to reduce repetitive work, improve follow up consistency, keep teams informed, and create an organized HubSpot system for growing teams. Core expertise includes HubSpot Workflows, Marketing Automation, Sales Automation, Lead Nurturing, Contact Segmentation, Lead Management, Follow Up Automation, Workflow Setup, CRM Automation, Lifecycle Management, Task Automation, Internal Notifications, and HubSpot CRM Optimization.

HubSpot CRM Specialist

Independent • Freelance

Dec 2024 - Present • 1 yr 9 mos

As an Independent HubSpot CRM Specialist, I help businesses build, organize, and improve their HubSpot systems so their sales and customer management processes are easier to manage. My work focuses on CRM setup, data organization, pipeline configuration, workflow planning based on each business’s needs. I work with HubSpot CRM features including contacts, companies, deals, pipelines, custom properties, lifecycle stages, lead management, task organization, and sales processes. I help structure CRM data so teams can find the right information quickly, maintain cleaner records, and follow a consistent process from lead capture through deal management. My responsibilities include reviewing existing CRM structures, setting up or refining pipelines, organizing contact and company records, creating relevant properties, improving sales stages, and planning workflow automation for repetitive tasks. I also help identify areas where manual processes can be simplified through HubSpot tools and connected workflows. For businesses starting with HubSpot, I can help establish a clear CRM foundation that supports their sales and customer management goals. For businesses already using HubSpot, I can help review the existing setup, identify areas that need organization, and make practical improvements without creating unnecessary complexity. I approach each project around the client’s actual workflow rather than using a one size fits all setup. I pay attention to data structure, pipeline visibility, lead management, follow up processes, and usability so the CRM remains practical for everyday business operations. Core expertise includes HubSpot CRM setup, CRM management, pipeline management, contact management, deal management, custom properties, lead management, workflow automation, CRM organization, and HubSpot system optimization.