Skill 04
CRM Set Up & Management
CRM systems people actually use. Clean pipelines, sensible automations, useful reporting, and the discipline to keep records up to date — across GoHighLevel, HubSpot, Zoho, and Salesforce.
Case Studies · 5
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Zoho CRM — Payments Operator
Agreement-stage Kanban with provider-aware eligibility rules.
HubSpot Pipeline Rebuild
A trustworthy sales pipeline the team actually uses — built from a tangled inheritance.
GoHighLevel Agency CRM Setup
A complete GHL setup for a marketing agency — pipelines, automations, white-label sub-accounts.
Salesforce Data Migration
Migrating 12,000 contacts and 3 years of deal history from a legacy CRM, with zero data loss.
CRM Team Training & SOPs
The "people" half of a CRM rollout — written-down rules that survive turnover.
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