
tolulopeiadebiy
CRM Marketing Automation Expert
Kompetenzen

Meine Dienstleistungen


Arbeitserfahrung
Business Plan & Financial Model Consultant
Self Employeed • Freiberufler
Sep 2024 - Present • 2 yrs 1 mo
I help founders, real estate developers, and business owners turn ideas into investor-ready, lender-ready, and visa-ready business plans. What I deliver: • Blockchain and AI SaaS startup business plans, investor pitch decks, feasibility studies, and financial forecasts • Trucking company business plans with revenue models and growth strategy • SBA bank loan business plans for shopping malls, strip malls, retail stores, and warehouse storage unit facilities • Financial pro formas for real estate developments, including quadplex strip mall projects • Immigration business plans for E-2, L-1, EB-2 NIW, EB-1C, O-1, and H-1B petitions How I work: • Market research and competitor analysis tailored to your industry • Realistic 3-5 year financial projections, including revenue, expenses, cash flow, break-even, and funding requirements • Clear, professionally formatted documents built to meet lender, investor, and USCIS expectations • Fast communication and revisions until you're satisfied Results: Clients use my plans to pursue bank financing, raise investor capital, and support visa applications.
CRM & Marketing Automation Specialist
Fiverr • Freiberufler
Jan 2021 - Present • 5 yrs 9 mos
I set up, configure, and integrate CRM, marketing automation, and helpdesk platforms for small businesses, agencies, and service providers. My work includes building custom sales pipelines, lead capture forms, automated email and follow-up sequences, contact imports and data cleanup, and team user setup with permissions. I also give clients a short walkthrough so they can use their new system with confidence. Platforms I work with include Kommo, Apptivo, Bitrix24, Keap, HoneyBook, Airtable, ACT, EngageBay, Teamgate, Agiled, Striven, Clio, Tripleseat, Brevo, SendPulse, Vbout, Marketing360, Formaloo, LiveAgent, Sage, and Epromis ERP. My goal is to give every client a clean, organized system that saves time, captures more leads, and is ready to use from day one.