Tba M

HubSpot & Business Workflow Automation Consultant

Digital Impact Solutions • Freelance

Jul 2023 - Present • 2 yrs 10 mos

I specialize in implementing HubSpot automation systems integrated with Zapier, Stripe, PandaDoc, Calendly, Gmail, Slack, and QuickBooks to improve customer management and operational efficiency. Many businesses experience challenges managing lead pipelines, scheduling processes, invoicing workflows, and customer communication manually. My role is to create automation systems that centralize operations and improve workflow consistency. I have developed workflows that automate lead capture, pipeline management, customer onboarding, invoice generation, and payment tracking. These systems ensure businesses maintain accurate records while reducing administrative workload. I also integrate PandaDoc systems to automate proposals, agreements, and electronic document signing processes. Additionally, I implement Slack and Gmail integrations to improve communication and internal workflow coordination. My systems automate notifications, updates, and reporting workflows across teams and departments. My work helps businesses streamline operations, improve customer engagement, and maintain scalable systems that support long-term growth and efficiency.

CRM & Lead Automation Specialist

Smart Communications • Freelance

Sep 2022 - Present • 3 yrs 8 mos

I specialize in building CRM automation systems that streamline lead management, customer communication, scheduling, and operational workflows using platforms such as GoHighLevel, HubSpot, Zapier, Twilio, Calendly, and Slack. Many businesses struggle with disconnected lead generation systems, delayed responses, manual appointment scheduling, and inconsistent customer follow-up processes. My role is to create centralized automation systems that improve workflow efficiency and customer engagement. I have implemented lead automation systems connecting Facebook Lead Ads and Typeform directly to GoHighLevel and HubSpot pipelines. These workflows automatically capture lead information, assign contacts, trigger follow-up actions, and notify teams through Slack integrations. I also implement Twilio messaging systems for automated SMS reminders, lead nurturing, appointment confirmations, and customer communication workflows. Additionally, I integrate Calendly booking systems with CRM platforms to automate scheduling, follow-up sequences, and calendar synchronization. I also connect Stripe, PandaDoc, and QuickBooks to automate payment collection, invoice generation, document signing workflows, and financial tracking processes. These systems help businesses maintain organized records while reducing administrative workload. A major part of my work involves workflow optimization using Zapier and API integrations. I create scalable systems that synchronize customer data across multiple platforms while automating repetitive tasks and eliminating operational bottlenecks. I also implement reporting systems that provide visibility into lead generation performance, sales activity, and customer engagement metrics. Through these implementations, I have helped businesses reduce manual operational tasks by more than 45%, improve lead response time, increase customer engagement, and streamline communication across departments. My systems are designed for scalability, operational accura