Focal Point

Customer Success Manager

• Help audit, document, rebuild, test, and improve CRM workflows, sales pipeline automations, integrations, forms, fields, triggers, and system connections across HubSpot, GoHighLevel, Zapier, Make.com, and monday.com.
• Audit existing HubSpot workflows, forms, fields, pipelines, triggers, lists, tags, and automations.
• Document how the current HubSpot setup works before rebuilding or changing workflows.
• Support the migration and rebuild from HubSpot to GoHighLevel.
• Validate migrated data, fields, pipelines, workflows, automations, and user-facing CRM setup.

CRM Migration & Automation Specialist