CRM, marketing and customer data

Revenue Operations

Give sales useful lead context and keep marketing connected to what happens next. I work on the CRM, workflows and data between them, so the team can follow an enquiry, understand its status and see where the process needs attention.

Tell me what you want to change

What you can hire me for

Start with a handoff, a record problem or a repeated task. The work can connect existing tools, improve an existing workflow or add a missing step.

Capture the context behind an enquiry

Connect website and form enquiries to the relevant CRM records. Preserve the questions, source context and useful customer history your team needs for follow-up, with agreed field mappings and permission rules.

Lead scoring, routing and lifecycle stages

Define which signals matter, how leads are assigned and what each stage means. Implement the agreed rules and check exceptions, missing information and the handoffs between marketing and sales.

Nurture and sales handoff

Make the reason for follow-up, relevant history and next step available to sales. Connect nurture activity to agreed handoff criteria and clarify what should happen when a lead needs more time or a different response.

CRM-to-marketing synchronization

Trace how people, statuses, preferences and outcomes move between systems. Correct mappings, identifiers or update logic so marketing can use the relevant CRM feedback when making its next audience or journey decision.

Keep the data and reporting connected

Customer data and integrations

Work with data structures, mapping, APIs and SQL across CRM, marketing and connected sources. Follow behavioural, ecommerce, form and website data through the connections, and investigate failed or incomplete updates.

Record quality and reporting foundations

Investigate conflicting records, missing values and inconsistent definitions. Agree which information a report should use, check the underlying records and calculations, and document the limits of the data available.

Stabilize work after a system change

Find gaps left by a migration, field change or revised workflow. Check the affected data flows and handoffs, implement the agreed correction, and document what needs monitoring or ongoing care.

Build, fix or run

I check what the current tools support before proposing changes. We agree on the piece of work, test the result with the people using it and identify who owns the next step.

Build a missing workflow, connection or reporting foundation.
Fix an unreliable handoff, conflicting record or repeated manual task.
Run agreed checks, maintenance and improvements after implementation.

What helps me prepare a quote

A short description is enough to start. Price depends on the agreed deliverables, existing setup, connections, investigation and testing needed.

The problem, desired change and what a useful result would look like.
The CRM, marketing tools, forms, reports and data flows involved.
The affected records, stages, routing rules and people using the process.
Timing, dependencies, approvals and documentation or handover needs.

Practical AI with human review

Your setup doesn’t have to be tidy for AI to help. I use AI to help organize scattered information, including records and notes, and prepare research, first drafts and reports. I handle the setup and check the work. We agree on what runs automatically and what needs a person’s approval.

Record, note and source-material review
Account research and first-draft workflows
Reporting support and summaries

Start with the change you need

You don’t need a finished brief.

Tell me where the context, records or handoff breaks down and which systems are involved. We can clarify the scope before agreeing cost and timing. Please do not send passwords, API keys, customer lists or data exports with your enquiry.

Talk to Rafael How Build · Fix · Run works