PROJECT CASE STUDIES

I implemented and optimized HubSpot CRM for a remote team, building marketing automation workflows, lifecycle tagging, and campaign email sequences. The setup helped nurture leads more efficiently and increased conversion by 35%.

Project Goals:

• Centralize lead management and tracking
  
  

• Automate nurture and re-engagement sequences
  
  

• Improve contact segmentation for personalized campaigns
  
  

• Enable sales team handoff with better insights

💥 Challenges:

• Manual follow-up caused drop-offs
  
  

• Lead data was unorganized
  
  

• No clear visibility into engagement or pipeline

🚀 Solutions & Deliverables:

• Automated email sequences for onboarding, follow-ups
  
  

• Lifecycle tagging with lead scoring
  
  

• Dashboards for sales & marketing insights
  
  

• Integrated contact forms with real-time tracking
  
  

Results:

• 35% increase in lead conversion
  
  

• 60% reduction in manual admin work
  
  

• Streamlined sales handoff
  
  

• Improved open and engagement rates

I developed a scalable project and campaign management system in Monday.com for a remote marketing team. The system included automation, dashboards, and structured workflows to boost visibility, eliminate delays, and support execution across multiple departments.

Project Goals:

Centralize marketing and task management in one platform

• Improve visibility and accountability across the team
  
  

• Eliminate manual status updates and tracking confusion
  
  

• Support multi-quarter planning and resource allocation
  
  

💥 Challenges:

• Team struggled with project visibility and deadlines
  
  

• Lack of structure caused delays and overlap
  
  

• Updates were missed without automation
  
  

🚀 Solutions & Deliverables:

• Campaign board with auto-status and deadline workflows
  
  

• Automated team notifications and reminders
  
  

• Workload & activity dashboards with chart visuals
  
  

• Team onboarding and training for Monday.com adoption.
  
  Results:

• 30% reduction in project delays
  
  

• Increased task ownership and on-time completion
  
  

• Real-time team performance tracking
  
  

• Saved 15+ hours/month with automation

I led the full migration from Notion to ClickUp and designed a comprehensive CRM and campaign execution system for a client-facing remote team. The goal was to centralize operations, improve lead tracking, and automate internal workflows for faster delivery and higher accuracy — all with zero downtime.

Project Goals:

• Migrate all operations from Notion into ClickUp
  
  

• Build a scalable CRM tailored to team needs
  
  

• Design repeatable marketing and admin workflows
  
  

• Improve visibility and lead management
  
  

• Automate task assignments and campaign updates
  
  

💥 Challenges:

• Fragmented workflow across Notion caused confusion
  
  

• No CRM pipeline or visibility into leads/tasks
  
  

• Manual handovers led to missed follow-ups
  
  

• No automation in place for recurring processes

🚀 Solutions & Deliverables:

• Full system migration with no data loss or downtime
  
  

• CRM pipelines with status updates and custom views
  
  

• Task templates for onboarding and campaign ops
  
  

• Dashboards for real-time status, activity, and deadlines
  
  

• Integrated automations for reminders and assignments

Results:

• 40% improvement in task tracking accuracy
  
  

• 100% operational migration from Notion completed
  
  

• Saved 20+ hours/month with automation
  
  

• Improved internal alignment and accountability
  
  

• Enabled faster campaign turnaround and reporting