Jessica H.
CRM & Lead Management Specialist | Automation, Follow-Up & Systems
Most businesses don’t have an automation problem. They have a process problem. Leads come in but don’t get followed up. CRM data becomes inconsistent. Systems stop talking to each other. Someone adds a new form, changes a field, or connects another tool and things quietly start breaking. That’s usually where I come in. I help businesses identify where their processes are breaking down, then design, fix, and optimise the systems behind them. Alongside my automation work, I work professionally in application analysis, investigating how systems, data, and processes interact. That means I don’t just build workflows. I trace problems back to their source, work out how data is moving between systems, identify failure points, and build solutions that are reliable and maintainable. I work best with businesses that have grown quickly and know something in their systems isn’t quite right, but aren’t sure where to start fixing it. Recent projects include: • Restructuring lead capture and CRM processes for an aesthetics clinic, including form audits, lead routing, customer segmentation, lifecycle automation, and Mailchimp cleanup • Designing custom webhook and middleware infrastructure to process external system data reliably, including deduplication, validation, and failure handling • Building Instagram → ManyChat → GoHighLevel automations to deliver lead magnets, create CRM records, generate opportunities, and automate follow-up • Diagnosing and fixing unreliable workflows causing missed leads, duplicate processing, failed actions, delayed follow-up, and inconsistent customer data • Designing lead qualification and routing systems to help businesses prioritise high-value enquiries Typical projects include: • Lead capture and follow-up automation • CRM cleanup and restructuring • Workflow audits, troubleshooting, and optimisation • API and webhook integrations • Zapier and Make workflows • Customer lifecycle and pipeline design • Marketing and CRM automation • Custom integration and data-flow problems Tools I regularly work with: Zapier • Make • GoHighLevel • ManyChat • Mailchimp • HubSpot • WordPress • Airtable • Google Sheets • Meta Lead Ads • APIs • Webhooks
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $1.5k
$729 in the last 6 months
Earnings, last 30 days
Skill rankings: Top 21% in Robotic Process Automation
Ranked by MRR among everyone on Upwork with the skill.
- #15Robotic Process Automation Software46 freelancers · 🇬🇧 #1Top 33%🇬🇧#1 of 1
- #89Robotic Process Automation415 freelancers · 🇬🇧 #2Top 21%🇬🇧#2 of 10
- #124ManyChat430 freelancers · 🇬🇧 #3Top 29%🇬🇧#3 of 13
- #269Pipedrive744 freelancers · 🇬🇧 #8Top 36%🇬🇧#8 of 21
- #922Airtable2,685 freelancers · 🇬🇧 #32Top 34%🇬🇧#32 of 90
- #1,417Email Automation4,268 freelancers · 🇬🇧 #60Top 33%🇬🇧#60 of 150
- #1,931Make.com5,663 freelancers · 🇬🇧 #49Top 34%🇬🇧#49 of 147
- #1,958HighLevel5,168 freelancers · 🇬🇧 #38Top 38%🇬🇧#38 of 86