Built a client onboarding system that automated account setup steps while maintaining a high-touch experience.

The workflow triggered onboarding emails, scheduled tasks, assigned internal responsibilities, and guided clients through initial setup using clear instructions and documentation.

I also supported clients through live walkthroughs and troubleshooting, ensuring they understood how to use the system confidently after onboarding.

Designed and implemented a complete lead intake and routing system to ensure every inbound lead was captured, qualified, and followed up with consistently.

The system handled form submissions, applied segmentation rules, routed leads to the correct pipeline or owner, triggered internal notifications, and launched follow-up sequences for unresponsive leads.

I also tested edge cases, documented the logic, and created basic SOPs so the workflow could be maintained without breaking over time.

Audited an existing CRM that suffered from inconsistent tagging, duplicate records, and broken automations.

I rebuilt the segmentation logic, standardized tags and custom fields, and implemented lifecycle-based automations to move contacts cleanly through stages such as new lead, engaged, qualified, and inactive.

This improved reporting accuracy, reduced manual work, and made future automation builds more reliable.