Marcus

Real Estate Marketing Automation Specialist

REALiving

Nov 2024 - Dec 2024 • 1 mo

I worked on a real estate marketing automation project designed to help the business manage incoming enquiries and maintain consistent follow-up with potential buyers and sellers. My responsibilities included mapping the lead journey from initial enquiry to sales follow-up, organizing lead information inside the CRM, setting up automated email and SMS communication, creating follow-up conditions, and testing the workflow for different lead situations. I helped structure separate paths for new enquiries, unresponsive leads, appointment-related communication, and leads requiring manual attention from the sales team. I also reviewed message timing, contact-field mapping, workflow triggers, internal notifications, and human handoff points to make sure the automation supported the team’s sales process rather than operating as an isolated sequence. The completed work was documented so the agency and client team could understand how the workflow operated and where to make future changes. Skills to associate with this experience: Real Estate Automation, Marketing Automation, CRM Automation, Lead Nurturing, Lead Follow-Up, SMS Marketing, Email Marketing, GoHighLevel, Workflow Automation, Customer Journey Mapping, Appointment Automation, CRM Data Management.

Email and SMS Deliverability Specialist

Petco

Jan 2023 - Aug 2023 • 7 mos

I supported e-commerce marketing projects focused on improving the reliability and organization of email and SMS communication. My responsibilities included reviewing campaign and automation structures, checking sender configuration, examining contact segmentation, troubleshooting message delivery issues, and testing whether automated messages followed the intended customer journey. I helped review email and SMS workflows for promotional campaigns, customer follow-up, abandoned-cart communication, order-related messaging, and other lifecycle touchpoints. I also identified gaps in message timing, audience selection, opt-in handling, and workflow logic, then documented the recommended corrections for the agency and client team. My approach combined technical troubleshooting with practical marketing judgment: checking whether the message was configured correctly, whether it was being sent to the right audience, whether the customer action triggered the correct workflow, and whether the communication could be understood and acted upon by the recipient. Skills to associate with this experience: Email Deliverability, SMS Deliverability, Email Marketing, SMS Marketing, E-commerce Automation, Customer Segmentation, Lifecycle Marketing, Campaign Testing, Workflow Troubleshooting, Marketing Automation, CRM, Customer Journey Mapping.

Marketing Automation Specialist

Active Insights

Sep 2021 - Nov 2021 • 2 mos

I work with Active Insights, a marketing automation agency, where I help businesses build and improve customer communication workflows across email, SMS, and CRM platforms. My work includes setting up marketing automation journeys, organizing lead follow-up processes, configuring triggers and conditions, reviewing contact data, and testing whether messages reach the correct audience at the correct stage of the customer journey. Skills to associate with this experience: Marketing Automation, CRM Automation, GoHighLevel, SMS Marketing, Email Marketing, Email Deliverability, SMS Deliverability, Workflow Automation, Lead Nurturing, Customer Journey Automation, Twilio, Campaign Testing.