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papicommerce

Papi Hubspot

@papicommerce

Secured Vetted Pro

Vereinigte Staaten
Englisch
Einige Informationen werden in englischer Sprache angezeigt.
Über mich
Struggling with a messy CRM or leads slipping through the cracks? I'm a CRM & Marketing Automation Consultant with 5+ years of experience helping startups turn scattered customer data into systems that sell for them — using HubSpot, ActiveCampaign, GoHighLevel, and Zapier. I build automated email sequences, clean up pipelines, and connect your tools so nothing gets missed. Message me your current setup and I'll tell you exactly how I can help.... Mehr lesen

Kompetenzen

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papicommerce
Papi Hubspot
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Durchschnittliche Antwortzeit: 1 Stunde

Meine Dienstleistungen

CRM-Management
I will be your hubspot and automation consultant for saas companies
Ab45 $ / ProjektWeitere Details
CRM-Management
I will taxdome setup specialist for CPA and tax firms , pipelines, portal, automation
Ab40 $ / ProjektWeitere Details

Portfolio

Arbeitserfahrung

Tommy_Dell'Olio

TaxDome Setup & Workflow Specialist

Tommy Dell'Olio • Freiberufler

Jan 2026 - Feb 2026 • 1 mo

I help CPA firms, EAs, tax preparers and bookkeepers set up and organize TaxDome so their practice runs smoothly, especially before tax season. What I do: Build tax return pipelines (1040, 1120S, 1065) with clear stages Set up client onboarding: engagement letters, organizers and invoices Configure the branded client portal and email templates Create stage automations and reminders to replace manual follow-up Audit and clean up existing TaxDome accounts Record short walkthroughs so teams know how to use the system I also build and test sample workflows in TaxDome test accounts to refine my process.