
Sam Joseph
CRM Management expert
Habilidades

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Porfolio
Experiencia laboral
Real Estate CRM & Marketing Automation Specialist
Real Estate Specialists • Freelance
Jul 2025 - Present • 1 yr
I managed CRM systems and automation for real estate agents, brokers, investors, and property management companies using GoHighLevel, kvCORE, Lofty, Buildout, BuildTrail, and REI Reply. Configured smart campaigns, automated drip sequences, lead routing, IDX websites, property alerts, pipeline management, and transaction workflows to streamline daily operations. Assisted clients with CRM migration, database cleanup, contact segmentation, lead qualification, and reporting dashboards while integrating third-party applications using Zapier and Make. Improved operational efficiency through automated communication, appointment reminders, and lead nurturing campaigns that reduced manual workload and enhanced client follow-up. Delivered customized CRM solutions that supported lead generation, client retention, and business scalability.
GoHighLevel CRM & Automation Specialist
HighLevel • Freelance
Nov 2024 - Present • 1 yr 8 mos
I designed and implemented high-converting GoHighLevel (GHL) CRM solutions for real estate professionals, agencies, coaches, and service-based businesses. Built and optimized workflow automation, sales funnels, webinar funnels, landing pages, GoHighLevel websites, and lead nurturing systems to improve customer engagement and increase conversions. Configured CRM pipelines, calendars, forms, surveys, AI chatbots, appointment scheduling, email marketing, SMS marketing, A2P 10DLC registration, trigger links, and automation sequences. Integrated third-party applications using Zapier, Make (Integromat), APIs, webhooks, Twilio, Stripe, and Google Workspace to streamline business operations. Provided GoHighLevel Virtual Assistant support, including CRM management, contact imports, pipeline updates, lead qualification, database organization, reporting, and campaign management. Worked with platforms such as kvCORE, Lofty (Chime CRM), Buildout, BuildTrail, and REI Reply while developing responsive real estate websites with IDX integration, SEO optimization, and conversion tracking. Delivered scalable automation systems that reduced manual work, improved lead response time, and enhanced overall business efficiency.
Marketing Automation & Integration Specialist
Automation Solutions • Freelance
Dec 2023 - Jun 2026 • 2 yrs 6 mos
Specialized in building marketing automation systems and integrating business applications to create seamless customer journeys. Developed advanced GoHighLevel workflows with conditional logic, automated lead nurturing, appointment booking, abandoned lead recovery, email marketing, SMS marketing, and customer retention campaigns. Connected CRM platforms with Zapier, Make, webhooks, APIs, Stripe, Calendly, Google Workspace, and communication tools to automate repetitive business processes. Configured A2P 10DLC registration, reporting dashboards, analytics, and performance tracking to ensure reliable communication and measurable campaign results. Delivered scalable automation solutions that helped clients save time, improve operational efficiency, increase conversions, and generate long-term business growth.