CRM Systems · MARKETING AUTOMATION & INTEGRATIONS
When a process depends on copying data by hand, remembering follow-ups, or fixing errors between tools, technology stops saving time.
I design, build, and validate automations that connect data, processes, and teams—with clear logic, documentation, and quality controls.
Companies dealing with repetitive tasks or disconnected processes across CRM, marketing platforms, and operational tools.
Automation is more than moving work into software. It requires knowing when something should happen, what to do when it fails, and who owns the process.
Two ways to start
Option 1
Design, build, and QA one moderately complex workflow in one existing platform.
COP 2,700,000
Fixed-scope price. Subject to eligibility and requirements.
Deliverables: logic map, working workflow, documented testing, and handover.
Excludes custom APIs, migrations, high-risk critical process automation, software licenses, ongoing support, and extensive creative campaign production.
Option 2
Up to three related workflows across two platforms, plus one simple native integration, supporting one defined business process.
Starting atCOP 5,800,000
Final pricing is confirmed after reviewing scope and technical requirements.
Deliverables: functional architecture, configured workflows, cross-tool QA, documentation, and enablement.
Excludes custom APIs, migrations, high-risk critical process automation, software licenses, ongoing support, and extensive creative campaign production.
General terms: one consolidated review round; licenses, media, and external vendors are budgeted separately; work begins once the required information and access are available; business results are not guaranteed.
Conceptual example
Illustrative visualization; not based on client data.
How we work
Excludes custom APIs, migrations, high-risk critical process automation, software licenses, ongoing support, and extensive creative campaign production.
Related experience
Worked on B2B demand generation, ABM, nurturing, and the marketing-to-sales processes behind opportunity development.
My contribution: Worked across demand generation, HubSpot, segmentation, automation, content, and marketing-to-sales coordination.
Takeaway: Built hands-on experience with the systems and decisions that support B2B opportunities over time.
Built and quality-assured campaigns and automations in enterprise environments, with an emphasis on platform accuracy and cross-team delivery.
My contribution: Campaign setup and QA across segments, rules, forms, and CRM-connected marketing automation processes.
Takeaway: Strengthened my approach to clear requirements, quality controls, and documented delivery.
Contributed to lifecycle and marketing automation strategy and execution, including segments, journeys, QA, and technical reliability.
My contribution: Supported journey planning and configuration, segmentation, QA, deliverability reviews, and troubleshooting across marketing operations.
Takeaway: Reinforced my view that successful lifecycle work depends on both sound decisions and technically reliable execution.
Frequently asked questions
Often, no. We first check whether your current systems can support the solution.
Not within these packages; they use simple native integrations or tools such as Zapier, Make, or n8n.
Tested workflows (QA) and documentation so your team can maintain them.
Other services in CRM Systems
Let's talk about what you're trying to solve.