Jeffrey Baclangen

CRM and marketing automation consultant: HubSpot, GoHighLevel, Keap

A CRM only pays off when every lead lands in it, gets scored and gets a follow-up without anyone remembering to send it. I set up or repair your CRM so the pipeline reflects reality and the follow-up runs itself.

Start a project or jbaclangen@gmail.com

01 · What's included

What I take on

  • CRM setup and clean-up

    Pipelines, deal stages, lifecycle stages, properties and permissions that match how you actually sell.

  • Forms and booking into the CRM

    Website forms, landing pages and Calendly bookings that create and update contacts with their source.

  • Lead scoring and routing

    Scores and rules that tell your team who to call first, and alerts so nobody misses a hot lead.

  • Email and SMS nurture

    Welcome, follow-up and re-engagement sequences triggered by what the contact did.

  • Reporting dashboards

    Pipeline, source and conversion reports your team will actually open.

  • Integrations

    API and workflow connections between the CRM and your website, ads, calendar and accounting tools.

Who it's for

Teams whose leads come in from the website, ads or referrals and then sit in an inbox or a spreadsheet: consultants, real estate teams, contractors and service businesses.

Working with businesses in the United States and Australia.

Tools

  • HubSpot
  • GoHighLevel
  • Keap / Infusionsoft
  • Follow Up Boss
  • kvCORE
  • Calendly
  • Zapier
  • Make

02 · Case studies

Where I've done this

03 · Questions

Before we talk

Which CRMs do you work with?
HubSpot most often, plus GoHighLevel, Keap (Infusionsoft), Follow Up Boss and kvCORE.
Can you work inside the CRM we already have?
Yes. Most of my work starts from the tools a business already pays for. I only suggest a switch when the current CRM cannot do the job.
Do you work with US and Australian teams?
Yes. I'm based in Baguio City, Philippines (GMT+8). That overlaps the full Australian working day and US mornings and evenings, and most of the businesses I've worked with are in the United States.

Start a project

Tell me what you're working on and where it gets stuck. Send a message.

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