02 · Business systems
Revenue operations & CRM
A clearer path from the first inquiry to the next customer action.
How it works
How it works
I map how inquiries move through your business and configure the CRM around that process. This can include pipeline stages, contact fields, lead ownership, routing, reminders, and reporting. Existing tools are reviewed before recommending a replacement, and integrations depend on the access and APIs available.
What you get
What you get
- Customer journey and pipeline map
- CRM fields, stages, and ownership rules
- Contact cleanup and agreed import rules
- Lead routing and follow-up workflows
- Reporting, training, and an admin guide
Your team can see who owns an inquiry, what happens next, and which opportunities need attention.
Applied to your business
See how a customer workflow could fit your industry
Explore a focused workflow for commercial cleaning, in English or French.
English
Keep cleaning inquiries and outstanding quotes in view
A CRM workflow for commercial cleaning businesses: organize quote requests, assign the next action, and follow up consistently from inquiry to contract.
Explore the workflow →Français
Gardez une vue claire sur vos demandes et vos devis en cours
Un workflow CRM pour les entreprises de nettoyage professionnel : centralisez les demandes de devis, attribuez les prochaines actions et organisez les relances jusqu’à la signature du contrat.
Voir le workflow →
5.0
Fiverr rating
Across 16 reviews on my Fiverr profile
~1 hr
Average response time
Measured on Fiverr Pro
Case studies
Systems I have built
Applications, CRM integrations, AI assistants, and automation projects across different businesses. Explore what was built and the tools involved; client details are shared only where permitted.
WhatsApp Bot Platform
Product build
A complete AI-powered WhatsApp chatbot solution with an admin dashboard for management and analytics.
NorthCoast Hospitality Services / NorthCoast FF&E
Hospitality FF&E company · United States
Started as a focused automation engagement, three n8n/HubSpot workflows, and grew into a full-scope digital engagement.
Retell AI Voice Agent for Law Firm Intake
Criminal defense law firm
An AI-powered legal intake assistant built with Retell AI to handle inbound calls for a criminal defense law firm.
The rest of the system