
Toby Daniel
CRM AND AI AUTOMATION EXPERT
Compétences

Voir mes services

Portfolio
Expérience professionnelle
MARKETING AUTOMATION FOR WEB3 PROJECT
Uni-Fy • Freelance
Sep 2024 - Dec 2025 • 1 yr 3 mos
The Challenge : Uni-Fy spent more time on admin than actual marketing work. Client onboarding took 2 weeks, invoicing was manual, and generating reports consumed entire workdays. My solution ✅Automated client onboarding with HoneyBook workflows ✅Built n8n integrations for project status tracking ✅Created automated invoice generation and payment reminders ✅Implemented weekly automated reporting dashboards The Results After Implementation 🎯5 hours saved per client onboarding 🎯 Automated weekly reporting 🎯Auto-generated invoices 🎯 Improved client satisfaction
CHATBOT FOR NAONOW JEWELRY - SHOPPING AND RETAIL BUSINESS
NAONOW JEWELRY • Freelance
Jul 2025 - Sep 2025 • 2 mos
Naonow Jewelry was losing sales because customers couldn't get quick answers about products, sizing, and availability. Their support email had a 48-hour backlog. My Solution ✅I deployed an AI chatbot trained on the full product catalog ✅ Built a smart product recommendation engine ✅Created automated inventory availability checking ✅ Implemented abandoned cart recovery via chat The Results After Implementation 🎯24/7 Automated Chat Support 🎯75% Reduction in Response time 🎯 60% Increase in Lead capture Rate
SALES PIPELINE OPTIMIZATION
Markee Books • Freelance
Oct 2023 - Jan 2025 • 1 yr 3 mos
The Challenge : Sales reps were spending 40% of their time on data entry and admin tasks instead of selling. Leads were falling through the cracks, and there was no visibility into pipeline health. My solution ✅Implemented automated lead scoring based on engagement signals ✅ Built smart task assignment based on rep availability and expertise ✅Created real-time pipeline dashboards for management ✅Automated follow-up reminders and deal stage updates The Results After Implementation 🎯55% Increase in Conversion Rates 🎯 Shortened Sales Cycle by 20% 🎯Better Lead Qualification