
Prince E.
CRM And Automation Expert
Kompetenzen

Meine Dienstleistungen


Arbeitserfahrung
CRM & Automation Specialist
Automation Solutions • Freiberufler
Aug 2023 - Present • 2 yrs 9 mos
Streamlined the intake process for a growing service business losing leads due to slow response times. Responsibilities & Deliverables: Designed and mapped a multi-channel lead capture system linking landing pages to the CRM. Built automated, instant SMS and email "speed-to-lead" follow-up sequences. Created internal notification triggers to instantly alert sales reps when a high-value lead takes action. Result: Reduced lead response time from 4 hours to under 2 minutes, significantly increasing booking rates. Consolidated a fragmented tech stack to automate client booking, billing, and project creation. Responsibilities & Deliverables: Integrated Square Appointments with QuickBooks to automate invoice generation the moment a client books. Setup automated syncs between front-facing booking widgets and back-end team management boards (Monday.com). Built custom error-handling workflows to prevent data duplication and payment sync failures. Result: Eliminated 15+ hours of weekly manual administrative work and eradicated billing discrepancies. Migrated a client from unorganized spreadsheets to a fully optimized, central CRM database. Responsibilities & Deliverables: Cleaned, mapped, and securely migrated legacy contact data into a structured CRM environment. Configured custom pipeline stages, lead scoring models, and visual sales dashboards for tracking team KPIs. Conducted team onboarding sessions to ensure high adoption rates and clean data entry moving forward. Result: Provided the client with 100% visibility into their sales pipeline, boosting team efficiency.