What is CRM and workflow support?

    CRM cleanup and organization, pipelines and follow-up tracking, workflow and automation repairs, forms and connected tools, campaign setup and maintenance, and documentation your team can use. I start by understanding the affected process, then review the system supporting it. You do not need to diagnose the technical problem before getting in touch.

    When your systems create more work.

    Your team needs to know where a client stands, what has happened and who needs to act next. Incomplete records, unclear pipeline stages and broken automations make those everyday responsibilities harder to manage. You may be noticing that:

    • Customer information is duplicated or spread across different tools.
    • Inquiries arrive, but the expected follow-up does not happen.
    • Nobody is sure what particular tags, fields or campaigns do.
    • Onboarding requires repeated copying and pasting.
    • Reports do not match the records your team is working from.
    • A previous employee or contractor left without documenting the setup.

    What I can help with.

    CRM cleanup and organization

    Make customer records easier to understand and maintain. I review duplicate contacts, inconsistent fields, overlapping tags and outdated information. Before merging or removing anything, I check how the records are used and agree on the cleanup approach.

    Pipelines and follow-up tracking

    Help your team understand where work stands. I organize pipeline stages, statuses and follow-up tasks around your actual process. We define what each stage means, what information is required and who is responsible for the next step.

    Workflow and automation repairs

    Investigate why an expected action is not happening. I trace triggers, conditions and connected steps to locate the issue. This can include missing follow-up, incorrect tagging, failed handoffs or onboarding that does not start as expected.

    Forms and connected tools

    Help information reach the right place. I review how forms, booking tools and other platforms pass information into your CRM. I check field mapping and the actions that should follow, then make and test the changes included in your scope.

    Campaign setup and maintenance

    Put your approved communication into a working process. I build or update agreed sequences, organize audience segments and configure timing and conditions. You provide the approved messaging, and I handle the setup and workflow checks.

    Documentation and handover

    Give your team a usable reference. Depending on the project, documentation can include field definitions, a tag dictionary, a campaign map, integration notes and maintenance instructions. The aim is to make the setup understandable to the people using it every day.

    Platforms I work with.

    My CRM experience includes Keap and Infusionsoft, HubSpot, GoHighLevel and ActiveCampaign, alongside Airtable and connected business tools. I also work with Zapier, Make and native integrations to support information sharing and recurring workflows. We confirm what is possible in your particular platform and account before agreeing on implementation.

    CRMs

    • Keap and Keap Max Classic
    • Infusionsoft
    • HubSpot
    • GoHighLevel
    • ActiveCampaign

    Data, forms and bookings

    • Airtable
    • Google Sheets
    • Web forms
    • Booking tools

    Automation

    • Zapier
    • Make
    • Native integrations and webhooks

    What a project can include

    Depending on the scope we agree.

    • A cleanup approach agreed before anything is merged or removed, based on how the records are used
    • Pipeline stages and statuses defined around your process, with the information and owner each step needs
    • Automations traced from trigger to outcome, with the missing or broken step repaired and tested
    • Form and booking tool field mapping checked, with the actions that should follow confirmed
    • Campaigns built or updated from your approved copy, with segments, timing and conditions configured
    • Documentation: field definitions, a tag dictionary, a campaign map, integration notes and maintenance instructions

    What's not included

    These either do not belong in a CRM project or are quoted separately.

    • Writing campaign emails: you or your copywriter provide the messaging, and I implement it
    • Brand and design work for emails
    • Running paid ad campaigns or managing ad accounts
    • Outbound cold outreach and prospecting
    • Bookkeeping reconciliation against CRM payments
    • Selling you a CRM: I earn nothing from any platform, so the recommendation is about what fits your process

    Related work.

    Lionheart Coaching Academy: campaign attribution in ActiveCampaign

    A reusable process to capture campaign information from Squarespace forms in ActiveCampaign. It shows how I connect data capture with the records a business needs to understand its inquiries.

    Wellness practice: full client journey on Ivorey

    Lead capture, contracts, intake forms, payments, and a documented automation map for the founder to maintain herself.

    Course creator: Google Sheets sync

    One Apps Script kept a lead tracker in sync across three platforms, with no manual data entry after launch.

    Technical support connected to everyday operations.

    My background began in telecommunications technical support and expanded into customer success, administration and operations. That experience helps me look beyond an individual system setting. I consider what your team is trying to complete, what information they need and how a technical issue affects the wider process.

    For example, client onboarding may involve a form, a CRM record, a confirmation email, a meeting and an internal handover. I can help manage those connected steps within our agreed scope, reducing the need to coordinate several people for closely related work.

    Using Keap or Infusionsoft? That work has its own page.

    Explore my Keap and Infusionsoft support More about my background

    Choose a starting point.

    A focused project

    For a CRM cleanup, workflow repair, campaign setup, integration or migration review with a defined scope.

    Ongoing CRM support

    For regular maintenance, record management, workflow updates and troubleshooting as part of your administrative and operations support arrangement.

    See ways to work together

    How we approach the work.

    1. 01

      Understand the process

      Tell me what should happen, what is happening instead and which tools are involved. We identify the workflow and records that need review.

    2. 02

      Review and prioritize

      I investigate the agreed areas, document findings and recommend an order of work. We confirm the scope and cost of any implementation before proceeding.

    3. 03

      Make and test the changes

      I review dependencies before editing, preserve relevant information where the platform allows and test the affected steps. If a change involves a live process, we agree on how it will be introduced.

    4. 04

      Document and maintain

      I record the changes, explain any remaining issues and provide the agreed handover materials. Ongoing support can cover scheduled checks, troubleshooting and updates.

    CRM and automation case studies.

    Ongoing GoHighLevel Technical Support for SaaS Platforms

    Help articles, reporting fixes, vendor handovers, sandbox tests, stalled ports and HIPAA setup for SaaS platforms and agencies on GoHighLevel.

    Read case study

    Capturing Campaign Information in ActiveCampaign

    For Lionheart Coaching Academy, I connected campaign tracking across Squarespace forms and ActiveCampaign so registration records could retain their source information.

    Read case study

    Building an Organized Client Journey in Ivorey

    I configured pipelines and connected booking, contracts, payments and welcome messages for a wellness practice.

    Read case study

    Setting Up Email Delivery for a Coaching Programme

    For Nutrient Dense Life, I organized course drafts into a branded email sequence and configured the delivery workflow.

    Read case study

    CRM and automation guides

    What does a CRM consultant do?

    A clear look at CRM audits, cleanup, implementation, automation and the work a consultant should document.

    Read the guide

    How to audit a Keap automation

    A structured review of campaigns, tags, goals and follow-up before broken logic reaches more contacts.

    Read the guide

    Zapier automations for course creators

    Practical connections for enrolment, onboarding, tagging and student delivery across course-business tools.

    Read the guide

    Common questions

    CRM & Workflow Support FAQ

    Rellatech provides Keap and Infusionsoft consulting from Moncton, New Brunswick, including account audits, campaign and tag cleanup, integration repairs and documentation. I work with small businesses across Canada and the US.

    Yes, I audit your campaigns, tags and integrations, fix what is broken and document how each workflow runs so your team can maintain it.

    I work mainly with Keap and Keap Max Classic (Infusionsoft), and also HubSpot, with Zapier and Make for connecting other tools.

    Yes, I connect tools like Kajabi, Teachable, Acuity Scheduling and PayPal to Keap so tags, emails and payments update automatically.

    Most cleanups take one to two weeks, depending on the size of the account. I confirm scope after a free review call.

    Yes. We can start with a scoped review to understand the affected records, workflows and integrations. The findings guide what to fix and in what order.

    Yes. I review the existing setup and available documentation, then trace how the relevant process works. Missing information or access requirements are identified during that review.

    That should depend on what the review reveals. I begin with your current setup and assess whether it can support the process you need.

    Yes. A migration needs a defined scope covering the records, workflows and integrations involved. We agree on the mapping, testing and cutover approach before moving the live process.

    This service covers implementing approved copy, organizing segments and configuring the workflow. You or your copywriter provide the messaging for the campaign.

    Yes. Your support arrangement can include maintaining records, tracking follow-ups and coordinating onboarding alongside the technical work. We define those responsibilities together.

    Other ways I support businesses

    Keap & Infusionsoft Consultant

    Cleanup, campaign repairs, integrations and documentation for Keap and Keap Max Classic accounts.

    Explore Keap & Infusionsoft Consultant

    Keap Max Classic Integrations

    Teachable, Wufoo, Zoom, OnceHub, webhooks and other tools wired into Keap.

    Explore Keap Max Classic Integrations

    Keap vs HubSpot vs ActiveCampaign

    Compare the three platforms before committing to a cleanup, migration or rebuild.

    Explore Keap vs HubSpot vs ActiveCampaign

    Operations Support

    SOPs, project coordination, vendor and client follow-ups, and recurring process ownership.

    Explore Operations Support

    Administrative Support

    Inbox, calendar, documents, trackers and client follow-up handled reliably.

    Explore Administrative Support

    Tell me where the process is getting stuck.

    Share the CRM you use, the tools connected to it and an example of what is not working as expected. I review inquiries personally and normally reply within one business day. If the work is a good fit, we can arrange a free consultation.

    Book a free call

    Everything starts with the form. I read each inquiry myself and send scheduling details once it looks like a genuine fit.

    Tell me what you need help with, and I will suggest where to start.

    Book a free call