As a specialist in CRM and automation, I implement workflows, pipelines, triggers, and integrations to enhance efficiency and foster business growth for coaches, agencies, and small businesses by automating lead handling, follow-ups, and client management, encompassing CRM setup (accounts, pipelines, calendars), workflow and automation creation (emails, SMS, triggers, follow-ups), integration via Zapier or Make, snapshot configuration and customization, and CRM data management.