p
papicommerce

Papi Hubspot

@papicommerce

Secured Vetted Pro

États-Unis
Anglais
Certaines informations sont présentées en anglais.
À propos de moi
Struggling with a messy CRM or leads slipping through the cracks? I'm a CRM & Marketing Automation Consultant with 5+ years of experience helping startups turn scattered customer data into systems that sell for them — using HubSpot, ActiveCampaign, GoHighLevel, and Zapier. I build automated email sequences, clean up pipelines, and connect your tools so nothing gets missed. Message me your current setup and I'll tell you exactly how I can help.... Plus d’infos

Compétences

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papicommerce
Papi Hubspot
hors ligne • 
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Voir mes services

Gestion de la relation client
I will be your hubspot and automation consultant for saas companies
De45 $US / projetPlus de détails
Gestion de la relation client
I will taxdome setup specialist for CPA and tax firms , pipelines, portal, automation
De40 $US / projetPlus de détails

Portfolio

Expérience professionnelle

Tommy_Dell'Olio

TaxDome Setup & Workflow Specialist

Tommy Dell'Olio • Freelance

Jan 2026 - Feb 2026 • 1 mo

I help CPA firms, EAs, tax preparers and bookkeepers set up and organize TaxDome so their practice runs smoothly, especially before tax season. What I do: Build tax return pipelines (1040, 1120S, 1065) with clear stages Set up client onboarding: engagement letters, organizers and invoices Configure the branded client portal and email templates Create stage automations and reminders to replace manual follow-up Audit and clean up existing TaxDome accounts Record short walkthroughs so teams know how to use the system I also build and test sample workflows in TaxDome test accounts to refine my process.