Welcome to CRM Management or Customer Relation Management!

I trained myself and studied what I can do using GoHighLevel in terms of Customer relation management, and found out there is a lot that I can do I can help you grow and scale your business!

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HERE'S WHAT I CAN BRING TO YOU

⚙️WORKFLOW AND AUTOMATION BUILDING

Build automated workflows for lead follow-ups, onboarding, or re-engagement.

Set up triggers (e.g., “when a lead fills a form → send email → assign to sales”).

Streamline repetitive tasks (emails, reminders, scheduling) to save time and reduce errors.

📈REPORTING AND ANALYTICS

Track performance metrics such as lead conversion, response time, and customer lifetime value.

Generate dashboards and reports for management to understand customer trends.

Analyze data to improve sales and marketing strategies.

🧩CRM System Management

Set up and maintain the CRM platform

Ensure data accuracy — organize contacts, leads, and customer records.

Create pipelines and workflows that track the sales or service process.

Manage permissions, user roles, and integrations with other systems (email, SMS, websites, etc.).

💬CUSTOMER ENGAGEMENT & COMMUNICATION

Ensure personalized communication with customers through automated email and SMS campaigns.

Segment contacts (e.g., new leads, active clients, lost clients) for targeted campaigns.

Maintain consistent follow-ups to build trust and retention.

🤝COLLABORATION WITH TEAM

Work closely with sales, marketing, and support teams to align strategies.

Train team members to use the CRM efficiently.

Gather feedback and improve system usability for everyone involved.

🧠STRATEGY & OPTIMIZATION

Identify bottlenecks in the customer journey and fix them through automation or improved workflows.

Implement A/B testing for campaigns.

Suggest improvements to boost engagement, conversion, and retention rates.

ALL RIGHTS RESERVED TO GOHIGHLEVEL AND FUNNELGENIE FOR CREATING HAVING A PLATFORM TO CREATE MY PROFILE AND PORTFOLIO
ALL OF THE GRAPHICS, INFO TAB, SAMPLE PROJECTS ARE MADE WITH GOHIGHLEVEL AND CANVA
2025 | KEN AGUELO