Sam Gan

HubSpot Automation Consultant

Fiverr • Freelance

Feb 2024 - Mar 2024 • 1 mo

I managed HubSpot setup and optimization for small and mid-sized businesses looking to scale their sales and marketing without adding headcount. I built marketing and sales automation workflows, lead-scoring models, and multi-step email nurture sequences that consistently improved conversion rates and kept leads engaged. I configured deal pipelines, custom properties, and reporting dashboards that gave teams clear visibility into every stage of their funnel. A big part of my role was cleaning up messy databases through structured data migration and deduplication, so reporting could finally be trusted. I integrated HubSpot with external tools such as calendars, forms, and billing systems to create one connected source of truth. I also worked closely with sales and marketing teams to align their processes, document workflows, and train staff so the system kept delivering results over time.

CRM Automation Specialist

Facebook • Freelance

May 2022 - May 2022 • 0 mos

I help businesses set up, migrate, and automate their CRM systems across Zoho CRM, HubSpot, GoHighLevel, Salesforce, Pipedrive, and Attio. My work focuses on turning messy, manual sales processes into clean, automated systems that save time and drive revenue. I build lead-capture pipelines, automated follow-up sequences, and workflow automations that eliminate repetitive data entry and shorten sales cycles. I design custom dashboards so teams can track KPIs at a glance, and I connect CRMs to third-party tools through reliable API integrations. Beyond setup, I handle data migration from spreadsheets and legacy platforms, ensuring nothing is lost and records stay clean. I also train client teams so they can confidently run and maintain their systems long after the project ends. My priority is always clear communication, quality execution, and long-term client success.