Josh

Scalable HubSpot CRM System & Automation

Global Design Solutions • Freelance

Feb 2026 - Mar 2026 • 1 mo

Key Projects: 1. HubSpot CRM Setup & System Architecture • Designed complete CRM structures including contacts, companies, deals, and lifecycle stages • Built scalable pipelines for sales, onboarding, and customer management • Implemented clean data structures with custom properties and segmentation 2. Workflow Automation & Lead Management • Developed automated workflows for lead capture, nurturing, and follow-ups • Built sequences for onboarding, re-engagement, and sales conversion • Implemented task automation, internal notifications, and deal progression logic 3. Email Marketing & Communication Systems • Created high-converting email templates aligned with client branding • Built automated email sequences for lead nurturing and onboarding • Integrated email tracking, logging, and performance monitoring 4. CRM Integrations & System Connectivity • Integrated HubSpot with tools like Zapier, Twilio, Calendly, and third-party platforms • Built automation flows connecting forms, landing pages, and communication channels • Ensured seamless data synchronization and real-time updates across systems 5. Data Optimization & CRM Cleanup • Audited and cleaned CRM data to remove duplicates and inconsistencies • Standardized records for improved reporting and usability • Structured dashboards and reports for clear performance tracking Key Achievements: • Successfully delivered 50+ HubSpot CRM projects, from setup to full automation systems • Helped businesses streamline operations and reduce manual workload through automation • Built scalable CRM systems that improved lead tracking, conversion, and customer onboarding • Improved data accuracy and reporting clarity through structured CRM optimization • Maintained high client satisfaction, with repeat clients for CRM setup and automation • Developed efficient workflows that enhanced team productivity and response time