Ruth Phelim

𝗬𝗼𝘂𝗿 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗵𝗮𝘀 𝗼𝘂𝘁𝗴𝗿𝗼𝘄𝗻 𝘆𝗼𝘂𝗿 𝘀𝘆𝘀𝘁𝗲𝗺𝘀. 𝗟𝗲𝘁'𝘀 𝗳𝗶𝘅 𝘁𝗵𝗮𝘁. If your team is still copy-pasting between tools, chasing updates manually or managing leads in a spreadsheet, you don't have a people problem. You have a systems problem. I design Airtable CRM systems and HubSpot automation workflows that replace manual work with structured, reliable processes so your sales pipeline stays clean, your leads get followed up automatically and your team always knows what to do next. 𝗜 𝗱𝗼𝗻'𝘁 𝗷𝘂𝘀𝘁 𝗰𝗼𝗻𝗳𝗶𝗴𝘂𝗿𝗲 𝘁𝗼𝗼𝗹𝘀, 𝗜 𝗯𝘂𝗶𝗹𝗱 𝗼𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝘀𝘆𝘀𝘁𝗲𝗺𝘀 𝘁𝗵𝗮𝘁 𝘀𝗼𝗹𝘃𝗲 𝗿𝗲𝗮𝗹 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗽𝗿𝗼𝗯𝗹𝗲𝗺𝘀. Every project starts with understanding how data flows through your business and where manual work creates friction. Then I build systems designed for clarity, accountability and long-term scale. 𝗪𝗵𝗮𝘁 𝗜 𝗕𝘂𝗶𝗹𝗱: • 𝘼𝙞𝙧𝙩𝙖𝙗𝙡𝙚 𝘾𝙍𝙈 & 𝘿𝙖𝙩𝙖𝙗𝙖𝙨𝙚 𝙎𝙮𝙨𝙩𝙚𝙢𝙨 - Relational databases for lead tracking, client management, sales pipelines and project delivery • 𝙃𝙪𝙗𝙎𝙥𝙤𝙩 𝘼𝙪𝙩𝙤𝙢𝙖𝙩𝙞𝙤𝙣 𝙒𝙤𝙧𝙠𝙛𝙡𝙤𝙬𝙨 - Lead nurturing, contact segmentation, follow-up sequences and Slack/email notifications • 𝗭𝗮𝗽𝗶𝗲𝗿 & 𝗠𝗮𝗸𝗲 𝗜𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗶𝗼𝗻𝘀 - Multi-step automations connecting your CRM, forms, Google Workspace and communication tools • 𝗠𝗼𝗻𝗱𝗮𝘆.𝗰𝗼𝗺 𝗪𝗼𝗿𝗸𝗳𝗹𝗼𝘄 𝗦𝘆𝘀𝘁𝗲𝗺𝘀 - Structured boards with automations, dashboards and SOP libraries for operational teams • 𝗗𝗮𝘁𝗮 𝗠𝗶𝗴𝗿𝗮𝘁𝗶𝗼𝗻 & 𝗦𝘆𝘀𝘁𝗲𝗺 𝗕𝘂𝗶𝗹𝗱𝗼𝘂𝘁𝘀 - Clean transitions from spreadsheets or legacy tools into structured, scalable systems • 𝗢𝗻𝗴𝗼𝗶𝗻𝗴 𝗖𝗥𝗠 𝗦𝘂𝗽𝗽𝗼𝗿𝘁 - Workflow audits, SOP documentation and team onboarding so your system stays healthy 𝗬𝗼𝘂'𝗿𝗲 𝗶𝗻 𝘁𝗵𝗲 𝗿𝗶𝗴𝗵𝘁 𝗽𝗹𝗮𝗰𝗲 𝗶𝗳: Your Airtable base is messy and nobody trusts the data. Leads are falling through the cracks because follow-ups are manual. Your team is updating the same information across three different tools. Client onboarding is still a back and forth email chain. You're growing fast but your systems can't keep up. 𝗔𝗳𝘁𝗲𝗿 𝘄𝗲 𝘄𝗼𝗿𝗸 𝘁𝗼𝗴𝗲𝘁𝗵𝗲𝗿: ✔️ Your CRM is clean, structured, and your team actually uses it ✔️ Leads are tracked, followed up and never fall through the cracks ✔️ Manual updates are replaced by automations that run without you ✔️ Your operations can scale without adding more admin hours 𝗥𝗲𝗮𝗱𝘆 𝘁𝗼 𝘀𝘁𝗼𝗽 𝗺𝗮𝗻𝗮𝗴𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗳𝗿𝗼𝗺 𝗮 𝘀𝗽𝗿𝗲𝗮𝗱𝘀𝗵𝗲𝗲𝘁? Send me a message describing your current setup, I'll tell you exactly what needs to change and how I'd approach it.

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