See all my other case studies by clicking here!

⚙️ How I Setup CRMs and Automations to Maximize Sales Efficiency & Close More Deals (Hubspot, Pipedrive, GHL and Zoho)

https://www.loom.com/share/747aba2ddde94e1e96061c1c38541699?sid=fc3ebe15-44ca-4488-9b7c-fc45143bae30

👋 Intro

Hey, thanks for checking out my profile and or my proposal.

If you’re watching this video, you’re probably here because you’re running into one (or more) of these problems:

• Messy CRM setup: too many workflows, duplicate contacts, confusing pipelines.
• Low adoption: sales team doesn’t trust the dashboards or data, so they don’t use the CRM properly.
• Missed opportunities: slow follow-ups, leads slipping through the cracks.
• Inefficient processes: too many manual tasks that should be automated.

This video is here to show you that I’ve solved these problems before — and can do the same for you.

📊 Proof (Case Studies)

Here are a few examples of where I’ve done this. It’s the database of some of the work I’ve done

Click here to see the dataase in full screen: Keesu (/Johnny) Kim case studies database (LQ CLTV)

Untitled

• MyWorkwear (HubSpot) → cleaned years of data, built nurture automations, improved follow-ups.
• Happen Ventures (HubSpot) → simplified pipelines, automated outbound, built a custom Wiki for training.
• Architecture Firm (Pipedrive) → migrated 1,400 records from HubSpot, automated proposals, connected ClickUp + Dropbox.

🚦 The Root Cause

Most job posts mention “fixing workflows,” “cleaning up HubSpot,” or “setting up automations.”

But the real problem underneath is always the same: the CRM isn’t helping you sell more efficiently.

That’s why my focus isn’t just technical setup — it’s making sure the system actually supports your sales team, improves efficiency, and helps you close more deals.

🧑‍💻 What I Do (a bit about me)

I specialize in CRM optimization and automation across:

• HubSpot (workflow architecture, reporting, nurture sequences)
• Pipedrive (pipeline builds, integrations, automation)
• GoHighLevel (funnels, lead routing, follow-ups)
• Zoho CRM

I have a software engineering background 🤖 with a marketing 📢 brain so yes, I also know all the low-code tools — Zapier, Make, n8n — but I never just bolt them on for the sake of it.

First, I map out what you actually need. Then I build the simplest, most effective setup that gets results.

Other work

I also specialise in Cold outbound processes that connect to your CRM and Paid Traffic generation systems to get more leads → deals and Sales into your CRM… because what’s the point of a CRM if you have no deals right?

🛠 My Process (in brief)

You can see more here: Overall Automation/CRM build or migration process (V1)

1. Audit & Map → uncover the real bottlenecks in your sales process.
2. Clean & Configure → dedupe data, simplify pipelines, fix properties.
3. Optimize Workflows → automated nurture journeys, lead routing, reminders.
4. Dashboards & Reporting → give sales + leadership clarity they can trust.
5. Training & Enablement → tailored Wiki, Looms, workshops so adoption sticks.

🎯 Closing thoughts

So whether you’re trying to:

• Get more out of your CRM
• Move from one CRM to another, in a migration (CRM Migration process explained)
• Just finally make sure your team actually uses the system,

I’d love to help.

Next step? Let’s have a quick chat using this link below; I’ll walk you through the first 2–3 workflows I’d fix in your CRM and how I’d set you up for efficiency from day one. 👇

Book A Quick chat with Keesu (/Johnny)RH UK

Click the link below

🧹 How I Tidy/Setup CRMs and Automations to Maximize Sales Efficiency & Close More Deals (Hubspot, Pipedrive, GHL and Zoho)