
Joe N
Level 1
I help businesses simplify systems automate tasks and grow with ease
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StundePortfolio
Arbeitserfahrung
HubSpot + ClickUp Full Systems Integration Consultant
Kajabi • Freiberufler
Apr 2024 - Nov 2024 • 7 mos
I engineered a unified operating system connecting HubSpot for sales and marketing with ClickUp for delivery and operations. I created automated deal-to-project workflows, lifecycle-based task creation, status-triggered communication rules, and cross-platform dashboards. Automation expert, CRM expert, Zapier automation, Make.com automation, n8n automation, Workflow automation, Business automation, AI automation, AI receptionist setup, Lead generation automation, GoHighLevel automation, Pipedrive automation, HubSpot automation, ClickUp setup, ClickUp automation, ClickUp workspace setup, Project management setup, CRM setup and integration, API integration expert, Email automation specialist, Sales funnel automation, Landing page design, Wix website design, Website redesign, AI chatbot setup, AI voice agent, AI customer support, Marketing automation, Appointment booking automation, Calendar automation, Google Sheets automation, Lead nurturing automation, Client onboarding automation, CRM cleanup and optimization, Task management systems, Dashboard creation, Email sequence setup, Sales pipeline setup, SaaS onboarding automation, Form automation, Integration specialist, SMS automation, Call summary automation, AI agency services, Customer journey automation, Data entry automation, Standard operating procedures SOP, Document workflow automation, Loan processing automation, Business process mapping
ClickUp Product Development Systems Architect
BuildLogic Product Ops • Freiberufler
May 2023 - Oct 2024 • 1 yr 5 mos
I built ClickUp systems for product teams that included roadmaps, idea pipelines, feedback management, sprint workflows, and release planning. Automation expert, CRM expert, Zapier automation, Make.com automation, n8n automation, Workflow automation, Business automation, AI automation, AI receptionist setup, Lead generation automation, GoHighLevel automation, Pipedrive automation, HubSpot automation, ClickUp setup, ClickUp automation, ClickUp workspace setup, Project management setup, CRM setup and integration, API integration expert, Email automation specialist, Sales funnel automation, Landing page design, Wix website design, Website redesign, AI chatbot setup, AI voice agent, AI customer support, Marketing automation, Appointment booking automation, Calendar automation, Google Sheets automation, Lead nurturing automation, Client onboarding automation, CRM cleanup and optimization, Task management systems, Dashboard creation, Email sequence setup, Sales pipeline setup, SaaS onboarding automation, Form automation, Integration specialist, SMS automation, Call summary automation, AI agency services, Customer journey automation, Data entry automation, Standard operating procedures SOP, Document workflow automation, Loan processing automation, Business process mapping
HubSpot Customer Support Automation Lead
SupportSync CRM Ops • Freiberufler
Jan 2023 - Dec 2023 • 11 mos
I created ticketing automations in HubSpot Service Hub, including SLA timers, escalation logic, auto-assign rules, and survey triggers. Automation expert, CRM expert, Zapier automation, Make.com automation, n8n automation, Workflow automation, Business automation, AI automation, AI receptionist setup, Lead generation automation, GoHighLevel automation, Pipedrive automation, HubSpot automation, ClickUp setup, ClickUp automation, ClickUp workspace setup, Project management setup, CRM setup and integration, API integration expert, Email automation specialist, Sales funnel automation, Landing page design, Wix website design, Website redesign, AI chatbot setup, AI voice agent, AI customer support, Marketing automation, Appointment booking automation, Calendar automation, Google Sheets automation, Lead nurturing automation, Client onboarding automation, CRM cleanup and optimization, Task management systems, Dashboard creation, Email sequence setup, Sales pipeline setup, SaaS onboarding automation, Form automation, Integration specialist, SMS automation, Call summary automation, AI agency services, Customer journey automation, Data entry automation, Standard operating procedures SOP, Document workflow automation, Loan processing automation, Business process mapping
8 Bewertungen
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Zusammensetzung der Bewertung
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azusax

Vereinigte Staaten
Outstanding work! Joe delivered everything we discussed and more. I would highly recommend his services. His expertise and problem solving skills are second to none. Lastly, he also did not rest literally until there was complete customer satisfaction. Book with Joe!
Antwort des Freelancers
diegomanuel34

Großbritannien
Joel did a very good job reviewing my monday com setup. He carefully checked my CRM automation and project workflows and explained everything in simple terms. He fixed the issues with my marketing automation and improved the dashboard so it is now clear and easy to understand. He also reviewed the Zapier...
marylavine

Vereinigte Staaten
First time working with him and i can say for sure, i have found my person. Very fast, delivers quality and pay attention to Details Thank you.
isuremedia
Wiederkehrender Kunde

Indien
I really like the way he worked in my project, highly recommended to others. Thanks

maxigr8
Wiederkehrender Kunde

Nigeria
Thanks for setting up my monday.com systems Joe. I will always need your help to improve my systems in the future. I highly recommend him

Antwort des Freelancers

