How I Setup CRMs and Automations to Maximize Sales Efficiency & Close More Deals (Hubspot, Pipedrive, GHL and Zoho)
Intro
Thanks for taking a closer look at our CRM and automation work.
If you’re watching this video, you’re probably here because you’re running into one (or more) of these problems:
- Messy CRM setup: too many workflows, duplicate contacts, confusing pipelines.
- Low adoption: sales team doesn’t trust the dashboards or data, so they don’t use the CRM properly.
- Missed opportunities: slow follow-ups, leads slipping through the cracks.
- Inefficient processes: too many manual tasks that should be automated.
This video is here to show you that I’ve solved these problems before — and can do the same for you.
Proof (Case Studies)
Here are a few examples of where I’ve done this. It’s the database of some of the work I’ve done
Click here to see the database in full screen: the case-study library
- MyWorkwear (HubSpot) → cleaned years of data, built nurture automations, improved follow-ups.
- Happen Ventures (HubSpot) → simplified pipelines, automated outbound, built a custom Wiki for training.
- Architecture Firm (Pipedrive) → migrated 1,400 records from HubSpot, automated proposals, connected ClickUp + Dropbox.
The Root Cause
Most job posts mention “fixing workflows,” “cleaning up HubSpot,” or “setting up automations.”
But the real problem underneath is always the same: the CRM isn’t helping you sell more efficiently.
That’s why my focus isn’t just technical setup — it’s making sure the system actually supports your sales team, improves efficiency, and helps you close more deals.
What I Do (a bit about me)
I specialize in CRM optimization and automation across:
- HubSpot (workflow architecture, reporting, nurture sequences)
- Pipedrive (pipeline builds, integrations, automation)
- GoHighLevel (funnels, lead routing, follow-ups)
- Zoho CRM
I have a software engineering background 🤖 with a marketing 📢 brain so yes, I also know all the low-code tools — Zapier, Make, n8n — but I never just bolt them on for the sake of it.
First, I map out what you actually need. Then I build the simplest, most effective setup that gets results.
Other work
I also specialise in Cold outbound processes that connect to your CRM and Paid Traffic generation systems to get more leads → deals and Sales into your CRM… because what’s the point of a CRM if you have no deals right?
My Process (in brief)
You can see more here: A good CRM build starts before the tools.
- Audit & Map → uncover the real bottlenecks in your sales process.
- Clean & Configure → dedupe data, simplify pipelines, fix properties.
- Optimize Workflows → automated nurture journeys, lead routing, reminders.
- Dashboards & Reporting → give sales + leadership clarity they can trust.
- Training & Enablement → tailored Wiki, Looms, workshops so adoption sticks.
Closing thoughts
So whether you’re trying to:
- Get more out of your CRM
- Move from one CRM to another, in a migration ()
- Just finally make sure your team actually uses the system,
I’d love to help.
Next step? Let’s have a quick chat using this link below; I’ll walk you through the first 2–3 workflows I’d fix in your CRM and how I’d set you up for efficiency from day one. 👇