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I will build and optimize your hubspot or notion CRM
Estados Unidos
Hablo Inglés
Technical VA specializing in Zapier automation, CRM setup, and SOP documentation
Data Center Technician at CoreWeave, working hands-on with H100 GPU clusters and Greenfield Tier III infrastructure.
Previously Systems Engineer at Spectrum News.
CompTIA Security+ certified. BS C...
Acerca de este Servicio
Most small business CRMs are a graveyard of stale contacts and ignored pipelines. I'll turn yours into a system your team actually uses clean, logical, and tied directly to how you sell.
My background in enterprise cloud infrastructure gives me a strong foundation in structured data, system design, and process documentation. I apply that same precision to CRM builds that are scalable, not just functional.
What I deliver:
- Full CRM buildout (HubSpot Free/Starter or Notion database)
- Custom pipeline stages mapped to your real sales process
- Contact and deal properties configured for your business model
- Automated follow-up sequences and task reminders
- Dashboard with key metrics: pipeline value, close rate, activity
- Team onboarding SOP so adoption actually sticks
- Data migration from spreadsheets or previous tools
Ideal for: founders switching from spreadsheets, small sales teams needing structure, or agencies managing multiple clients.
Every project ends with a 20-min Loom walkthrough and a written SOP your team can reference forever.
Software:
HubSpot
FAQ
Which CRM platforms do you work with?
Primarily HubSpot Free/Starter and Notion. I can also work with Airtable. Message me if you're on a different platform and I'll let you know if I can help.
Do I need a paid HubSpot account?
No. HubSpot's free plan is powerful enough for most small teams. I'll recommend an upgrade only if your needs genuinely require it.
What do I need to provide to get started?
A description of your sales process, any existing contact data you want migrated, and access to your CRM account. I'll send a simple intake form after you order.
