Jennifer M.
Sr. Marketing Operations Specialist | GoHighLevel & HubSpot (21+ Yrs)
Most businesses don’t really have a revenue problem - they have a broken marketing system. For 21+ years I've worked closely with founders to turn their scattered marketing efforts into structured, revenue-generating funnels and CRM systems, primarily across financial services, real estate, private equity, and B2B SaaS service industries. If your leads aren’t converting into sales, your CRM is all over the place, or you have zero insight into how your marketing is performing, I identify the gaps and fix them. If you don’t have efforts in place yet, I build the entire infrastructure from the ground up - structured, automated, and designed to scale as you grow. I'm an expert in building and fixing systems, but because of my decades-long marketing background, I'm also able to develop the right marketing strategies and assets to drive qualified traffic into them. My work blends systems thinking with behavioral and conversion psychology - utilizing the underlying drivers of human decision-making that influence lead behavior, follow-through, and ultimately, sales. ➜ My Core Focus: - Optimizing your CRM system (GoHighLevel, HubSpot, Zoho) to create a clear, intentional path from lead to sale - Designing workflow automations and follow-up nurture sequences that effortlessly move leads toward conversion - Establishing clear reporting and attribution systems so you know exactly what is generating revenue - and where you are throwing money away - Identifying drop-off points, bottlenecks, and conversion gaps across the funnel - Cleaning up CRM architecture, field mapping, lead routing, lead scoring, and data organization - Connecting your entire software ecosystem to the CRM so data flows seamlessly into one centralized view - Compiling documentation and video trainings so your entire team follows the same processes consistently ➜ Marketing Strategy & Execution: - Refining messaging and offers so your value is clear and differentiated - Building clean websites, landing pages, email templates, ads, and assets that support conversion - Managing paid campaigns (Meta, Google) with proper tracking and follow-through - Developing additional inbound/outbound lead generation strategies aligned with your revenue goals Clients appreciate my structured approach, attention to detail, and ability to quickly bring clarity and momentum to complex situations. So, if something feels off or isn’t converting the way it should, I’m happy to take a look and point you in the right direction! - Jen