Abhishek A.

Is your team still moving leads between forms, CRMs, spreadsheets, emails, and other tools manually? I help turn those disconnected processes into reliable automated systems that work in the background - from lead capture and CRM updates to client onboarding, follow-ups, reporting, and internal operations. Using the tools you already have, I eliminate repetitive work and create clear, scalable workflows your team can rely on. ✔️ 10+ Years in Business Operations & Automation ✔️ 2,200+ Hours on Upwork ✔️ 100+ Hours/Month Saved Through Automation ✔️ Make + Airtable + CRM Automation Specialist ✔️ Experience with Clients Across the US, UK, EU & Australia ▪️What I can help you automate Lead capture, assignment, and follow-up Client onboarding and welcome workflows CRM, form, email, calendar, and project-management synchronization Airtable bases, interfaces, views, forms, and automations Clio contact, intake, matter, task, and notification workflows Document creation, approvals, and e-signature processes Recurring reports, reminders, and internal alerts Zapier and Make troubleshooting, cleanup, and optimization ▪️Examples of workflows I've built 1. Lead Form → CRM → Follow-up → Task Assignment 2. Clio → Contact/Matter → Tasks → Notifications 3. Airtable → Make → AI/Content → Social Publishing 4. Forms → Airtable → Documents → Approval → E-signature 5. CRM/Data Sources → Reporting → Dashboard → Alerts ▪️How I work: Step 1. Understand the current process and desired outcome Step 2. Map the trigger, steps, decisions, and exception cases Step 3. Build and test the workflow with real scenarios Step 4. Prevent duplicates, handle exceptions, and add failure notifications Step 5. Provide clear documentation or a Loom walkthrough Step 6. Support the launch and make agreed refinements ▪️I don't just connect apps — I design reliable workflows that: Save 10–20+ hours/week Reduce manual errors and missed follow-ups Give your team better operational visibility Scale as your business grows ▪️Let's Work Together Send me the apps involved, the task your team is repeating, and what should happen automatically. I'll recommend the simplest reliable workflow and a clear first milestone. Tools & Platforms: Make | Airtable | Zapier | Clio | Quo | Questionscout | HubSpot | Pipedrive | Google Sheets | Google Workspace