Taylor M.

Hi, thanks for checking out my profile! I’m a detail-oriented CRM and marketing automation specialist with over 9 years of experience helping businesses improve their systems, workflows, and customer communication. While my background includes digital marketing, sales funnels, and lead generation, my work is now primarily focused on backend operations, CRM management, and building automations that connect platforms and eliminate repetitive manual work. My experience includes: * CRM setup, customization, and optimization * Marketing and sales automation * Complex workflow creation * Connecting platforms through Zapier, Make, webhooks, and native integrations * Email and SMS automation * Lead nurture and follow-up sequences * Contact management, segmentation, tagging, and pipeline organization * Workflow troubleshooting and process improvement * Sales funnel and customer journey strategy * Copywriting for emails, SMS, ads, and landing pages * Reporting, tracking, and operational process development I have hands-on experience with platforms including: * Zoho CRM and other Zoho applications * GoHighLevel * Ontraport * HubSpot * ActiveCampaign * Klaviyo * Mailchimp * Constant Contact * Zapier * Make I’ve built and managed workflows involving lead distribution, appointment scheduling, contact updates, email and SMS follow-up, pipeline movement, internal notifications, data synchronization, and integrations between multiple software platforms. I’ve worked with businesses across recruiting, franchising, fitness, consulting, ecommerce, childcare, financial services, and other industries. I’m comfortable learning new systems, diagnosing inefficient processes, and creating practical solutions that are organized, reliable, and easy for a team to use. Whether you need help cleaning up an existing CRM, connecting multiple platforms, troubleshooting an automation, or building a new workflow from the ground up, I’d be happy to help.