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Italiano
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USD
Kelsey A
@kelsey_2
CRM and Automation Systems Consultant, HighLevel Expert
Stati Uniti
Inglese
Chi sono
Hi, I'm Kelsey! I help businesses clean up, simplify, and automate their CRM and business systems so things work the way they should and less gets missed.
I specialize in CRM implementation, configuration, automation, and optimization, with deep experience in HighLevel. My background in software project management, operations, training, and process improvement helps me look beyond the technology to understand how a system actually needs to work for the business using it.
Whether you're fixing an existing setup or considering HighLevel, I'm happy to help.
Competenze
Kelsey A
offline •
Consulta i miei servizi
Gestione CRM
I will audit your gohighlevel CRM, workflows, and automations
Gestione CRM
I will set up or clean up your gohighlevel CRM
Esperienza lavorativa
Founder & CRM Automation Systems Consultant
Jeraa Marketing • Lavoratore autonomo
Mar 2021 - Present • 5 yrs 7 mos
Founded Jeraa Marketing to help small and mid-sized businesses simplify how they manage leads, clients, and day-to-day processes through better CRM systems and automation. I work hands-on with CRM implementation, configuration, cleanup, automation, troubleshooting, and ongoing optimization, with deep experience in HighLevel. My work often starts with figuring out where a system or process isn't working as well as it should, then simplifying, improving, or automating it to better support the business and the people using it. I started Jeraa Marketing part-time in 2021 while at CDI and have run it full-time since March 2023
Project Manager
CDI • Full time
Jun 2017 - Mar 2023 • 5 yrs 9 mos
Progressed from project coordination into project management, supporting software and consulting projects from planning through delivery. I worked with clients and internal teams to understand requirements, coordinate resources, track progress, and keep projects moving. My work included gathering project requirements, coordinating software implementations and consulting work, working with CRM and Laserfiche systems, auditing project data and documentation, troubleshooting issues, and helping translate business needs into practical system solutions.
Scheduling Manager & Trainer
Hudson Physicians • Full time
Sep 2010 - Jun 2017 • 6 yrs 9 mos
Worked my way up through several roles at Hudson Physicians, including scheduling, front office operations, training, and eventually management. Along the way, I became heavily involved in improving workflows and processes, developing procedures, training staff, troubleshooting day-to-day operational issues, and finding better ways for the team to work. As Scheduling Manager, I also managed department operations and staff while continuing to improve the systems and processes the team relied on.
