Skills/Automation Systems

Automation Systems

Profitable Scaling
60% cost reduction

Build scalable automation systems that handle the heavy lifting of lead nurturing, customer onboarding, and relationship management. I design sophisticated workflows that provide personalized experiences at scale while reducing operational overhead.

Email AutomationCRM IntegrationWorkflow Optimization

My Process

01
Process Mapping & Analysis

Analyze current workflows to identify automation opportunities and map out optimal customer journey touchpoints and decision logic.

02
System Architecture Design

Design comprehensive automation architecture connecting CRM, email platforms, and other tools to create seamless customer experiences.

03
Workflow Development & Testing

Build and test automated workflows with proper segmentation, personalization, and trigger logic to ensure optimal performance.

04
Performance Monitoring & Optimization

Continuously monitor automation performance and optimize workflows based on engagement metrics and conversion data.

Case Study: Professional Services Firm

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Challenge

Manual lead nurturing was time-intensive and inconsistent, limiting growth potential

Solution

Implemented comprehensive marketing automation with lead scoring, nurturing sequences, and CRM integration

Results

60% reduction in manual processes
180% increase in lead-to-customer conversion
Automated 90% of lead nurturing tasks
$1.8M in additional annual revenue

Tools & Technologies

HubSpotMarketoActiveCampaignZapierSalesforceCalendly
Jos Aguiar

Ready to Implement Automation Systems?

Let's discuss how this expertise can drive measurable results for your business growth goals.