Lois M.

Your email sequences should be running, your CRM should be clean, and customer onboarding should be seamless. If that's not the case, that's exactly where I come in as an email marketing and CRM operations specialist. Every day, coaching and service businesses lose leads, revenue, and client trust because marketing automation is patchy, GHL pipelines are messy, and onboarding falls apart under the weight of a launch. You need someone who understands your client's journey, maps what's broken, and fixes it proactively. I specialize in email marketing execution and CRM operations for coaching and service businesses, with a focus on client onboarding, lifecycle marketing, workflow automation and lead generation that actually converts. My most recent role was inside a high-performance communication coaching firm running $10–15K executive programs. What I owned: ● GHL pipeline management and contact segmentation across a large active database containing 30K+ contacts ● Workflow automation that eliminated manual follow-ups through trigger-based CRM sequences ● Client onboarding redesign; cutting onboarding time by 25% using templated email sequences and structured intake flows ● CRM hygiene across 700+ active client records maintained at 95% accuracy ● Email nurture sequences and lead qualification systems that kept the CEO's pipeline moving without daily oversight ● Campaign scheduling, QA, and customer retention support across live launches I also bring something most ops people don't, a rich background in communication psychology. As a TEDx speaker on behavioral change and a trained active listener with 200+ support conversations, I write copy and design client journeys that connect, not just convert. What I deliver: ● Email sequence copywriting ● GHL / HubSpot / Klaviyo / Brevo CRM management ● Marketing automation ● Customer onboarding workflows ● Contact tagging and segmentation ● Campaign scheduling and QA ● SOP documentation Ready to get your systems running properly? Send me a message or invite me to your job. I'd love to hear what you're building!