
Noah James
CRM Migrations Done Right Zero Data Loss AI Automation Built In
Habilidades

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Porfolio
Experiencia laboral
Roofing Contractor Scaling From 3 Trucks to 30
Kwork • Freelance
Apr 2026 - Jun 2026 • 2 mos
A roofing company outgrew JobNimbus fast. Leads were falling through cracks, techs were double booked, and the owner was manually copying job data into spreadsheets at midnight just to keep the books straight. I rebuilt their entire operation inside ServiceTitan, migrated three years of job history without losing a single record, and automated dispatch so techs got jobs assigned the second a lead converted. Six weeks later they added eight new trucks to the fleet and never looked back. Ready to scale without the chaos? Let's talk.
Upwork
Freelance • 3 mos
Real Estate Team Losing Leads to Slow Follow Up
Feb 2026 - Apr 2026 • 2 mos
A real estate team on Follow Up Boss was losing deals because leads went cold within hours. I migrated them to kvCORE, built AI powered instant response automations, and connected every listing inquiry straight to a live agent notification. Their average response time dropped from four hours to under two minutes. In real estate, speed closes deals. Let's get your team responding instantly.
Healthcare Clinic Racing to Stay HIPAA Compliant
Feb 2026 - Mar 2026 • 1 mo
A multi location clinic was stuck on HubSpot, which wasn't built for patient communication compliance. Every day they stayed on it was a compliance risk waiting to happen. I migrated their full patient database into PatientPop with zero downtime, rebuilt secure messaging through Paubox, and automated appointment reminders that cut no shows by nearly a third. The compliance officer slept better that night. If deadlines and compliance are colliding for you, reach out today.