Jessica B

CRM & Marketing Automation Specialist

HubSpot • Freelance

Oct 2025 - Present • 11 mos

I specialize in CRM organization, marketing automation, lead management, customer journeys, and workflow development using modern CRM and automation principles. My work focuses on helping businesses organize contacts, manage leads, structure customer journeys, and automate repetitive marketing and sales processes. I can support workflow planning, lead nurturing, customer segmentation, follow-up processes, pipeline organization, and automation strategies designed around business objectives. I focus on creating systems that are organized, scalable, and easy for businesses to manage. By combining CRM organization with marketing automation, I help businesses create more consistent processes for handling prospects and customers. My approach emphasizes clear workflows, efficient processes, customer experience, and practical automation that can reduce manual work while keeping communication organized throughout the customer journey

CRM & Client Workflow Specialist

Honey • Freelance

Aug 2025 - Present • 1 yr 1 mo

I specialize in HoneyBook CRM setup, client management, workflow automation, lead organization, and professional client onboarding systems. I help businesses, freelancers, consultants, coaches, agencies, and service providers organize their client processes from the first inquiry through project completion. My work can include setting up lead capture, contact organization, inquiry workflows, proposals, contracts, invoices, scheduling, payments, automated follow-ups, and client communication processes. I focus on creating structured workflows that reduce repetitive administrative tasks while providing clients with a smooth and professional experience. Each system is organized around the business's specific workflow, services, communication process, and customer journey. My goal is to help service-based businesses create efficient CRM systems that save time, improve organization, and deliver a consistent client experience.

Sales Funnel & Checkout Specialist

SamCart • Freelance

Sep 2025 - May 2026 • 8 mos

I specialize in SamCart sales funnel setup, checkout optimization, product configuration, and customer journey development for businesses, coaches, consultants, creators, and online service providers. My work includes setting up products, pricing, checkout pages, order forms, upsells, downsells, payment options, and customer purchase flows. I focus on creating streamlined and professional buying experiences that make it easier for customers to understand an offer and complete their purchase. I also work with funnel structure, offer positioning, lead-to-customer journeys, and automation concepts to help businesses organize their sales process. My approach combines user experience, funnel strategy, clear presentation, and practical implementation to create sales systems that are simple to manage and aligned with business objectives.