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AI Chatbot and Voice Agent Expert: Automation, CRM and Workflow Systems
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CRM MANAGER
Tax Prep Guys • Freelance
Sep 2025 - Present • 8 mos
This happens to my longest job ever as a freelancer managing a crm for a tax firm and running their automations and managing chatbots and their knowledge base from time to time based on any update in tax law and the business as a whole. we start with building out a mega website for the firm and individual funnels for their services down to products sales management and community management.