Overview
CRM consultant and marketing automation consultant with 12+ years of experience delivering reliable automation systems for coaches, consultants, and course creators. I support Keap, HubSpot, and GoHighLevel projects with CRM implementation, Zapier integrations, and RevOps automation so follow-up stays consistent, pipelines stay clean, and your team can trust the data.
Services
Automation Audit
Find revenue/time leaks, map customer journeys, and produce a clear fix plan with priorities.
Implementation
Build lifecycle automation end‑to‑end with QA, versioned docs, and clean handover.
Optimization
Stabilize and scale what you already have—cleanup data, reduce manual work, improve reporting.
Selected outcomes
- Rebuilt a broken lead nurture process (Keap + Zapier + Calendly), restoring consistent follow‑up and reliable weekly reporting.
- Stabilized a course launch automation system (GoHighLevel + Kajabi + Stripe), improving onboarding consistency and reducing support tickets.
- Implemented Keap checkout systems with multi‑payment plans and promo code support to improve buyer flow and operational reliability.
- Built and maintained reusable Keap automation libraries for scalable purchase workflows and safer change management.
- Delivered webinar and event follow‑up automation using attendance‑ and purchase‑based segmentation logic.
Core expertise
CRM automation audits, repair, and rebuilds
Lifecycle workflow design and implementation
Email and SMS automation
Campaign QA, testing, and handover documentation
Data hygiene: tags, fields, duplicates, and reporting integrity
AI-assisted workflow automation and routing
Integration workflows across CRM, booking, payments, and course platforms
Platforms
CRM & Automation
KeapHubSpotGoHighLevelActiveCampaignOntraportPipedriveKajabi
Web & CMS
WordPressElementorThrive Theme
LMS & Membership
LearnDashTutorLMSTeachableMemberiumCustomerHub
Integrations
ZapierCalendlyStripePayPal
Experience
eArif.Com
2015-02 — Present
Customer Relationship Management Consultant
- Analyze, optimize, and implement CRM strategies to improve customer engagement and business efficiency.
- Customize and integrate CRM platforms with surrounding stack (forms, booking, payments, LMS).
- Build dashboards and KPI reporting to support data-driven decisions.
Upwork
2011-01 — Present
Keap | Ontraport | WordPress | Zapier | LearnDash eLearning Expert
- Deliver CRM automation, integrations, and membership systems for global clients.
- Known for reliability, documentation, and system hygiene to keep automation maintainable.
Built With Science
2020-02 — 2023-04
Ontraport Manager/Admin
- Managed CRM operations and automation in Ontraport to support marketing, sales, and eCommerce processes.
- Implemented segmentation, lifecycle sequences, and reporting improvements.
Pediatric Board Review
2019-10 — 2023-04
WordPress + Keap + WishlistMember Support
- Provided long-term support across WordPress operations and Keap campaign updates.
- Helped maintain ecommerce workflows and site stability through high-volume seasons.
Amazon Blue Sky Training Program
2019-01 — 2023-04
Ontraport Expert/Admin
- Built simple funnel flows from ads → PDF download → webinar registration → email sequences.
- Supported launch operations and automation QA.
Credentials
Education
- BSc in Engineering (Electrical & Electronics Engineering) — IUBAT — International University of Business Agriculture and Technology (2008–2011)
Certifications
- KEAP Certified Partner
Languages
- English — Full Professional
FAQ
What CRMs and automation platforms do you specialize in?
Keap (Infusionsoft), HubSpot, GoHighLevel, Ontraport, Zapier, WordPress-based membership stacks (Memberium/LearnDash), and custom API integrations.
Can you audit and fix broken automations?
Yes. I do workflow audits, data cleanup, tag/pipeline normalization, and rebuilds with test plans so your follow-up is reliable and maintainable.
Do you handle CRM migrations?
Yes—planning, data mapping, import/cleanup, automation parity, and post-migration QA for teams moving to/from Keap, HubSpot, or GoHighLevel.
What’s your typical engagement model?
A short discovery call → written plan and estimate → implementation in milestones (build, test, document, handover). Ongoing support is available.
Do you work with agencies, coaches, and small businesses?
Yes. Most projects are for agencies, consultants/coaches, and service businesses that need dependable lead capture, nurture, and pipeline automation.
How do you measure success?
Fewer manual steps, cleaner data, consistent follow-up, higher conversion rates, and clear documentation so your team can operate the system.
Testimonials