Frank o.

Pleasure to meet you! I'm Frank. I help agencies, coaches, and service businesses turn underperforming HubSpot, GoHighLevel, and Zoho CRMs into organized systems that capture leads, route them properly, follow up consistently, and make it easier to see what is working. What clients can expect from me is a planning-first approach. Before building workflows, I look at the business process, the CRM structure, and the points where leads or information are getting lost. Then I build the automation around that logic instead of simply connecting tools and hoping the process holds together. I'm new to Upwork, so I don't yet have public client case studies or named projects to share here. My working focus is CRM automation, integrations, and AI-powered workflows across platforms such as HubSpot, GoHighLevel, Zoho, n8n, Make, and Zapier. I also hold a Master of Commerce from Monash University South Africa. I work best with: - Agencies managing leads and client workflows - Coaches who need a more dependable sales and follow-up process - Service businesses with an existing CRM that is incomplete, cluttered, or not being used effectively Depending on the project, I can help with: - CRM setup, migration, cleanup, and organization - Sales pipelines, lifecycle stages, lead scoring, and lead routing - Email and follow-up automation - AI agents, chatbots, and voice assistants connected to your CRM - n8n, Make, and Zapier integrations - API and webhook-based connections between your CRM and other tools - Reporting and dashboards - Workflow testing, documentation, and a handoff walkthrough My specialization is turning a messy CRM process into a clear system with defined logic, sensible automation, and documentation your team can actually use after the build is complete. If your CRM is capturing leads but not moving them through the right process, or if your team is relying on spreadsheets and manual reminders, I'd be glad to hear what you're working with. Send me a message with your current tools and the part of the process that needs attention, and we can discuss whether you need a full rebuild or a more focused automation project. Cheers, Frank