CRM / Healthcare
A CRM built around how each team sells
Hands on HubSpot implementations for healthcare portfolio companies starting without a reliable sales tracking system.
Built directlyHubSpotView project: A CRM built around how each team sells
RELEVANT EXPERIENCE / CRM setup, cleanup & migration
Make the CRM match the business.
I work on the parts of CRM projects that usually create the most problems: the data, the workflow, the handoffs, and the integrations around the CRM.
View relevant experienceWHAT I CAN HELP WITH
- Properties, pipelines, lifecycle stages, permissions, and forms
- Data imports, field mapping, cleanup, and deduplication
- Contact and company associations, ownership, and merge rules
- Historical activity, workflow dependencies, testing, and rollback planning
- Follow up automation, dashboards, and team documentation
For investment and portfolio workflows, I can help structure deal flow, company and contact relationships, fundraising pipelines, and reporting. My documented venture studio work includes healthcare sales CRMs and portfolio vendor tracking.
WORK FROM PRIOR PROFESSIONAL ROLES
The experience behind the fit.
Implementation / Operations
A better handoff. A faster implementation.
Redesigned the transition from Sales to Implementation so the team could start with the information it actually needed.
Designed the processAround 60 days to around 30 days
Internal CRMView project: A better handoff. A faster implementation.
CRM / Operations
Knowing what the portfolio already pays for
Vendor and software records inside the studio CRM, with simple flags for overlapping capabilities.
Built directlyInternal CRMView project: Knowing what the portfolio already pays for
Illustrative reconstruction based on the workflow I built or managed. No client data shown.
THE TOOLS SUPPORT THE WORK
Practical experience across the stack.
Platforms and systems I've used in the projects shown here. The right choice starts with what your team needs.
01
CRM & customer systems
- HubSpot
Personally configured healthcare company sales CRMs.
- Internal CRM
Account reporting, product workflows, and vendor tracking.
HOW I WORK
Understand it. Build it. Make it usable.
- 01
Understand the process
Start with how the work happens today, including the exceptions and manual steps.
- 02
Find the right first fix
Focus on the repeated work, delays, errors, or unclear ownership that matter most.
- 03
Build and test
Configure the system and test the whole workflow, including the handoffs.
- 04
Handle the edge cases
Check missing data, duplicate runs, access problems, and unavailable systems.
- 05
Leave a clear handoff
Document the setup so your team can run and maintain it after the project.
A FEW COMMON QUESTIONS
Before we get started.
Can you work inside an existing setup?
Yes. A lot of the work I take on starts with something that already exists. I review the setup, understand what works, and improve the part causing problems without rebuilding everything by default.
Can you handle the technical setup and the process around it?
Yes. My background includes technical implementation and operations. I can work on the automation, CRM, data, or integration while looking at how the team actually uses it.
Do you only work in healthcare?
No. Healthcare is a large part of my background, but I have also worked in SaaS, venture backed companies, CRM products, support operations, and business systems.
Can we communicate outside Upwork?
If we met through Upwork, project communication needs to stay on Upwork until a contract is in place. After that, we can use the tools that make sense for the project.
LET'S MAKE THE WORK EASIER.
A clearer process.
A system that works.
If we connected on Upwork, reply to my proposal there and we can talk through the project.
Explore my project examples
If you found this site through Upwork, please keep project communication on Upwork until a contract is in place.