a
annemarie995

Steph

@annemarie995
5,0(7)

Simplifying your workflow, Amplifying success

Nigeria
Inglese, Francese
Alcune informazioni sono riportate in lingua inglese.
Chi sono
I help businesses build powerful automated systems that capture and convert leads. With 5+ years of experience, I specialize in GoHighLevel, HubSpot, WhatsApp API, and workflow automation. I create sales funnels, CRM setups, email/SMS automation, forms, and integrations using Zapier, Make, and APIs. My focus is on clean, reliable systems that save time and boost conversions. Let’s streamline your workflow and grow your business. Message me to get started.... Continua a leggere

Competenze

a
annemarie995
Steph
offline • 
Tempo di risposta medio: 1 ora

Consulta i miei servizi

Project management del software
I will build monday crm clickup or asana zoho crm system with zapier automation
5,0(3)
Sondaggi
I will integrate zapier drive notion typeform google forms calendly jotform drip stripe
5,0(1)

Portfolio

Esperienza lavorativa

Notion Systems & Workflow Automation Consultant (Nonprofit Operations)

Nonprofit Workflow Labs • Full time

Dec 2025 - Feb 20262 mos

Notion Systems & Workflow Automation Consultant (Nonprofit Operations) Key Achievements: 1. Refined and re-architected an existing nonprofit Notion workspace built around a master feeder database 2. Optimized database structure (relations, rollups, properties) to improve reporting clarity and scalability 3. Designed standardized templates for programs, grants, events, and communications 4. Built a structured navigation system to improve adoption for staff and leadership 5. Implemented lightweight automations using Make/Zapier to reduce manual admin work 6. Integrated Notion with Canva for streamlined design request and asset tracking workflows 7. Connected Google Workspace (Forms, Docs, Drive, Calendar) to Notion for operational efficiency 8. Reduced internal process friction and improved data consistency across departments

CRM & Workflow Automation Consultant – Monday.com Implementation for Real Estate Firm

Sarnia Real Estate • Part time

Sep 2024 - Oct 20241 mo

Led the end-to-end implementation of a customized Monday.com CRM and workflow automation system for a growing real estate agency. Transformed fragmented property tracking and client follow-up processes into a centralized, automated operations hub. Designed structured boards for property listings, transaction pipelines, and client management while integrating Zapier automations to eliminate manual reminders and repetitive admin tasks. Delivered hands-on team training and real-time implementation support to ensure smooth adoption and long-term system sustainability. The result was improved visibility across deals, faster follow-ups, enhanced collaboration, and increased operational efficiency, enabling agents to focus on revenue-generating activities. Designed and deployed a centralized CRM system managing 100% of property listings and client pipelines 1. Reduced manual follow-up tasks by implementing automated reminders and status updates via Zapier 2. Improved deal visibility and tracking across agents with structured workflow dashboards 3. Increased team coordination by consolidating communication and task tracking into one system 4. Delivered live onboarding training and documentation for seamless adoption 5. Created scalable system architecture to support future growth

7 Recensioni
5,0

(7)
(0)
(0)
(0)
(0)
Valutazione dettagliata
  • Livello di comunicazione del venditore
    5
  • Qualità della consegna
    5
  • Valore della consegna
    5
1-5 di 7 recensioni
Ordina per
Più rilevante
    V

    vincent_ray01

    Cliente abituale

    CH

    Svizzera

    5

    Great work by Steph. He quickly identified the root cause of the Meta Business verification issue and explained how it was affecting the WhatsApp API setup. Communication was clear throughout, and he handled everything efficiently without unnecessary back and forth. Everything is now working as expected....

    Fino a 50 USD

    $

    6 giorni

    Tempo

    gig

    Sviluppo di chatbot IA

    Utile?
    No
    V

    vincent_ray01

    Cliente abituale

    CH

    Svizzera

    5

    The entire process was seamless. Steph demonstrated exceptional professionalism and was very easy to work with. He was flexible with scheduling our consultation sessions and actively listened to our needs, translating our business requirements into the final Airtable dashboard design without any confusion....

    Fino a 50 USD

    $

    5 giorni

    Tempo

    Immagine del campione di lavoro
    Utile?
    No
    M

    marcrossi07

    Cliente abituale

    US

    Stati Uniti

    5

    Steph is a highly reliable project manager. He impressed us by seamlessly transferring our CSV lead data directly onto our Monday.com board, which immediately boosted the efficiency of our support and training processes. His timely, clear communication and deep knowledge made the whole experience effortless. Working with him was a genuine pleasure

    Fino a 50 USD

    $

    2 giorni

    Tempo

    gig

    Sondaggi

    Utile?
    No
    M

    marcrossi07

    Cliente abituale

    US

    Stati Uniti

    5

    Working with Steph was a genuine pleasure. He immediately impressed us with his professionalism and expertise. He delivered a perfectly configured Monday CRM board setup that has streamlined our support and training processes. Steph is deeply knowledgeable, and his timely, clear communication made the...

    Fino a 50 USD

    $

    2 giorni

    Tempo

    gig

    Project management del software

    Immagine del campione di lavoro
    Utile?
    No
    S
    image-docs

    simach2

    US

    Stati Uniti

    5

    Great work, always ready to work and knowledgeable.

    Fino a 50 USD

    $

    1 giorno

    Tempo

    gig

    Project management del software

    Immagine del campione di lavoro
    Utile?
    No