Streamlining projects using Agile methodologies and automation tools like HubSpot ClickUp, Asana, Notion, Trello and Monday.com
Appointment scheduling
This includes setting appointments using Google Calendar, Pick a Time, and Calendly. Prompt response to inquiries. Handling and resolving customers' issues. Conducting customer surveys. Follow-up, prospecting and so much more!
Work breakdown structure
I created a WBS document for my client's business, where I clearly stated the projects in subtasks and stated the process , showing who was responsible.
CRM AUTOMATION
ASANA ACCOUNT SETUP
GOHIGHLEVEL AUTOMATION
MONDAY.COM SETUP
CLICKUP SETUP
MORE WORK SAMPLES ON AI & CRM AUTOMATION
Transforming customer journeys through AI-driven workflows, automated lead scoring, and personalized email sequences.