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I will build and optimize your hubspot or notion CRM
États-Unis
Je parle Anglais
Technical VA specializing in Zapier automation, CRM setup, and SOP documentation
Data Center Technician at CoreWeave, working hands-on with H100 GPU clusters and Greenfield Tier III infrastructure.
Previously Systems Engineer at Spectrum News.
CompTIA Security+ certified. BS C...
À propos de ce service
Most small business CRMs are a graveyard of stale contacts and ignored pipelines. I'll turn yours into a system your team actually uses clean, logical, and tied directly to how you sell.
My background in enterprise cloud infrastructure gives me a strong foundation in structured data, system design, and process documentation. I apply that same precision to CRM builds that are scalable, not just functional.
What I deliver:
- Full CRM buildout (HubSpot Free/Starter or Notion database)
- Custom pipeline stages mapped to your real sales process
- Contact and deal properties configured for your business model
- Automated follow-up sequences and task reminders
- Dashboard with key metrics: pipeline value, close rate, activity
- Team onboarding SOP so adoption actually sticks
- Data migration from spreadsheets or previous tools
Ideal for: founders switching from spreadsheets, small sales teams needing structure, or agencies managing multiple clients.
Every project ends with a 20-min Loom walkthrough and a written SOP your team can reference forever.
Logiciel:
HubSpot
FAQ
Which CRM platforms do you work with?
Primarily HubSpot Free/Starter and Notion. I can also work with Airtable. Message me if you're on a different platform and I'll let you know if I can help.
Do I need a paid HubSpot account?
No. HubSpot's free plan is powerful enough for most small teams. I'll recommend an upgrade only if your needs genuinely require it.
What do I need to provide to get started?
A description of your sales process, any existing contact data you want migrated, and access to your CRM account. I'll send a simple intake form after you order.
