One of the most challenging but exciting CRM projects I've worked on involved migrating 200K+ contacts and thousands of tags, automations, and external integrations (from make to n8n) from Keap CRM into GoHighLevel. At first glance, a CRM migration can look simple, Export contacts, import contacts, and rebuild workflows. In reality, it's way more complicated when you consider the amount of planning that goes in without you having to break communication with the existing customers. When you're dealing with hundreds of thousands of contacts, years of historical data, thousands of tags, custom fields, automations, and existing customer journeys, one small mistake can affect thousands of records. That experience taught me a few important lessons: 1. Don't migrate everything blindly. Not every old tag, field, contact, or automation deserves to be carried into the new system. Some of the features are already outdated and need not to be moved to an improved system or process. Migration is also an opportunity to clean up the CRM, do away with unnecessary automations, and reduce the cost of running the new system. 2. Clean the data before migration. Duplicate contacts, outdated information, inconsistent formatting, and unused fields can create bigger problems once they're inside the new CRM. There’s no need for you to move such information. If the old system presents an opportunity to clean up everything, then it’s best to do it right there. 3. Map your fields before moving anything. You need to know exactly where every important piece of information is going in the new system. A successful migration isn't just about moving data. It's also about preserving its meaning. Failing to map the fields correctly will definitely end up breaking some important processes. 4. Audit your tags. Thousands of tags can quickly become a mess if there isn't a clear structure, especially if they have been created over a look period. I look at what each tag represents, whether it's still being used, and how it connects to workflows and segmentation. Some tags, such as ones that were being used in old or seasonal marketing campaigns shouldn’t be moved along.

Hi everyone! 👋 I’m Jeffrey, a Marketing Automation & CRM Specialist with a software engineering background. I’ve spent the last several years helping businesses build, manage, and automate their CRM and marketing processes. My main experience is with GoHighLevel, Make.com, n8n, Airtable, HubSpot, Monday.com, Zapier, and AI tools like OpenAI, Vapi, and Twilio. I work on things like: • CRM setup & management • Lead nurturing & follow-up automation • Email & SMS campaigns • Customer journey automation • GoHighLevel workflows & pipelines • API integrations • AI-powered automations and chatbots • Connecting different tools to work together I’m currently looking for new opportunities — full-time, part-time, or project-based. If you or someone in your network needs help with CRM management, marketing automation, GoHighLevel, or AI automation, feel free to reach out or tag them below. Always happy to connect and see how I can help! 🤝

Hi everyone! I'm Jeffrey Onsongo, a CRM, AI, and Process Automation Specialist with over 5 years of experience helping businesses optimize their operations, automate repetitive tasks, and build scalable systems that drive growth. I offer CRM implementation, CRM management, process automation, AI workflow development, API integrations, email automation, and business process optimization on a full-time, part-time, or project-based basis. My CRM experience includes GoHighLevel (GHL), HubSpot, Monday.com, and Keap, where I've managed CRM systems, built sales pipelines, automated lead nurturing, optimized customer journeys, maintained CRM data, and integrated third-party applications using APIs, webhooks, Make.com, and n8n. I've also led large-scale CRM migrations, including transferring over 200,000 contacts with thousands of tags from Keap to GoHighLevel as an example, as well as migrating online courses and affiliate programs from Teachable to GHL. I also have extensive experience with bulk email systems and cold outreach platforms, including Apollo.io, Instantly.ai, Smartlead.ai, Mailchimp, Brevo (formerly Sendinblue), GoHighLevel Email, Lemlist, and SMTP-based email infrastructure. I've built automated cold outreach campaigns, lead nurturing sequences, AI-powered follow-up workflows, and reporting systems that help businesses generate, engage, and convert leads efficiently. Whether you need someone to manage your CRM, automate your sales and marketing processes, build AI-powered workflows, integrate business applications, or optimize your existing systems, I'd be happy to connect and discuss how I can help. Email: [email protected] WhatsApp: +254 702 775 762

Anyone in the family looking for someone with expert level GHL knowledge? I can be your go to ninja. In addition, I am proficient with n8n and make.com for integrations. Reach out any time.

We seek a talented VAPI Voice Agent Developer to create a robust voice agent solution tailored to streamline customer data collection and enhance operational efficiency with experience building scalable voice applications. Key Responsibilities: - Develop a voice agent capable of collecting essential customer information, including email, phone number, first name, last name, and specific requests. - Build tools to integrate the voice agent with our current CRM system, enabling real-time access and retrieval of client information. - Create functionality to automatically generate and input customer request notifications into a ticketing system for streamlined handling. Qualifications: - Proven experience in developing voice agent solutions using VAPI or similar platforms. - Strong understanding of CRM systems and API integrations. - Familiarity with ticketing systems and workflow automation. - Excellent problem-solving skills and a keen eye for optimizing user interactions. We'd love to hear from you if you're passionate about building innovative voice solutions that enhance customer experiences!