
Stella HVAC
HVAC CRM, AI Chatbot and Lead Automation Specialist
Competenze

Consulta i miei servizi


Portfolio
Esperienza lavorativa
HVAC CRM, Lead Automation and Chatbot Specialist
Fiverr • Freelance
Aug 2025 - Present • 11 mos
Built CRM, chatbot, lead capture, reminder, invoice, and follow-up automation systems for HVAC, home service, real estate, and local service businesses that needed faster response, cleaner tracking, and fewer manual tasks. Work covered ServiceTitan automation, Jobber workflow setup, Housecall Pro lead routing, Workiz CRM processes, Kickserv reminders, Service Fusion FSM workflows, Follow Up Boss pipeline automation, kvCORE lead management, Lofty CRM Smart Plans, BoomTown lead follow-up, GoHighLevel pipeline setup, ManyChat chatbot flows, ActiveCampaign email automation, Facebook Lead Ads integration, Calendly booking workflows, Zapier connections, Gmail alerts, Twilio SMS, Google Sheets reporting, and QuickBooks workflow support. Created lead-to-booking systems that capture new inquiries from Facebook Lead Ads, websites, forms, chatbots, calls, calendars, and CRM sources, then route them into the correct pipeline with tags, stages, reminders, notifications, and follow-up actions. Built workflows for missed lead response, chatbot qualification, appointment booking, invoice reminders, payment follow-up, customer reactivation, technician alerts, sales pipeline movement, email sequences, SMS updates, and internal team notifications. Worked with contractors, real estate teams, office managers, dispatch teams, and service business owners to reduce repetitive admin work, improve response speed, organize customer records, and make daily operations easier to manage. Also handled Zapier triggers, app connections, CRM field mapping, automation testing, webhook logic, reporting workflows, documentation, and Loom walkthroughs so teams could understand the setup after delivery. Specialized in practical automation systems where the goal is not adding more tools, but connecting the right platforms into a clear process that helps businesses capture leads faster, follow up consistently, book more appointments, manage reminders, and keep customer data organized.