
Jackson
CRM Automation Expert
Skills

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Werkervaring
Self Employed
Freelance • 9 yrs 10 mos
CRM Automation Specialist
Dec 2021 - Present • 4 yrs 8 mos
Designed and implemented CRM systems using GoHighLevel, HubSpot, Keap, Kartra, and iContact. Built advanced workflow automations with Zapier and n8n to eliminate repetitive manual tasks. Integrated CRM platforms with third-party applications through APIs and automation tools. Configured sales pipelines, lead capture forms, appointment booking systems, and email marketing automations. Developed automated lead nurturing campaigns using Klaviyo and CRM workflows. Optimized CRM processes to improve lead conversion, customer engagement, and business productivity. Assisted agencies, coaches, consultants, eCommerce brands, and service-based businesses in streamlining operations through automation.
Workflow Automation & CRM Integration Specialist
Jan 2021 - Feb 2024 • 3 yrs 1 mo
Provided workflow automation and CRM integration solutions for small businesses and entrepreneurs. Focused on connecting business applications, automating repetitive tasks, and improving operational efficiency through no-code and low-code automation platforms. Designed automation workflows using Zapier and n8n. Connected CRM platforms with third-party applications and APIs. Built automated appointment scheduling and follow-up systems. Configured sales pipelines and customer onboarding processes. Reduced repetitive administrative work through intelligent workflow automation. Delivered scalable automation systems that supported business growth.
Marketing Automation Consultant
Oct 2021 - Nov 2023 • 2 yrs 1 mo
Specialized in helping businesses automate their marketing processes using CRM and email marketing platforms. Designed automated customer journeys, lead nurturing sequences, abandoned cart recovery, and follow-up campaigns that improved customer engagement and marketing efficiency. Built email marketing automations using Klaviyo and iContact. Created automated customer journeys and sales funnels. Integrated marketing tools with CRM platforms using Zapier. Configured lead scoring, customer segmentation, and trigger-based workflows. Improved campaign efficiency by reducing manual marketing tasks. Assisted businesses in automating lead capture and customer communication.