About Me

♧

About Me ♧

Hi! I’m Taylor, a CRM and operations consultant based in North Georgia. I help small to medium-sized businesses and mission-driven teams get organized behind the scenes with systems that make growth feel sustainable, not chaotic.

You might notice the club in my logo. It is a nod to the Queen of Clubs, symbolizing intelligence, passion, inner strength, and creativity. Those qualities show up in how I work through thoughtful strategy, clean processes, and systems that are as functional as they are easy to use.

My approach is simple: clarity first, creativity always. I believe great results start with structure. A CRM that reflects how your business actually works, workflows that reduce manual work, and reporting that makes decisions easier. No fluff, no overwhelm, just smart systems that support your goals.

Whether you are cleaning up HubSpot, building an operations foundation, or getting your business ready to scale, I am here to help you build with intention and confidence. And if you are a market vendor, I also offer hands-on support to help you show up prepared, polished, and organized.

Experience

  • From Salesforce champion to HubSpot administrator, I build CRMs that teams actually use.
    My career started in sales, living in Salesforce every day. From there, I transitioned into HubSpot and marketing operations, and today I work at the intersection of CRM administration, workflow automation, and scalable internal systems for small to medium-sized teams.

    Highlights:

    • HubSpot CRM administration across sales, marketing, and client services

    • Workflow automation, pipeline structure, lifecycle stage management, and lead routing

    • CRM governance, data hygiene, reporting dashboards, and documentation

    • User enablement and trainings that improve adoption and process consistency

    • Supporting CRM strategy, integrations, and delivery workflows for agencies and service teams

  • I learned CRM from the inside, as the person actually using it to drive revenue.
    At AT&T, I was a daily Salesforce user managing pipeline, forecasting, opportunities, and enterprise accounts. I became the Salesforce Champion for a 40+ person regional team, leading trainings and acting as a liaison between our team and Salesforce enablement. That experience taught me how CRM impacts adoption, accuracy, and results.

    Highlights:

    • Daily Salesforce user for accounts, opportunities, forecasting, and pipeline stages

    • Salesforce Champion for a regional team of 40+ sales professionals

    • Led recurring Salesforce training calls to improve adoption and data quality

    • Liaison between sales teams and Salesforce enablement during platform updates

    • Supported enterprise sales initiatives including a 650+ site rollout and tracked upsell activity

  • Marketing works best when it is connected to systems, reporting, and real execution.
    I bring a strong marketing and client strategy background into my CRM work. I have managed client accounts, led campaign execution, built reporting dashboards, and supported new business development. This experience helps me build CRMs and workflows that align with real-world marketing and sales teams.

    Highlights:

    • Managed client initiatives and deliverables across multiple industries

    • Built dashboards in HubSpot and Google Analytics to track KPIs

    • Created and tracked email newsletters and outbound campaigns

    • Supported proposal workflows, lead tracking, and new business support

    • Developed content systems and campaign planning structures that improve consistency

Contact Me.