12+ years
Arifur Rahman - CRM & Marketing Automation Consultant
Arifur Rahman
CRM & Marketing Automation Consultant
I repair broken CRM and marketing automation systems, rebuild lifecycle logic, stabilize onboarding, fulfillment, and reporting across Keap, HubSpot, GoHighLevel, Ontraport, and WordPress - and I also build reliable systems from scratch when a clean implementation is the better path.
250+ projects
16,280+ hours
100% Job Success
Top Rated Plus
What I Help With
What I Help With
Focused on the places where automation, lifecycle logic, reporting, and handoffs usually start leaking.
CRM cleanup and rebuilds
Repair messy CRM structure, lifecycle stages, segmentation, and ownership when the current setup can no longer be trusted.
Automation repair and QA
Fix broken follow-up, missed triggers, duplicate logic, and fragile automations across live systems.
Pipeline logic and reporting
Make lifecycle reporting easier to trust by cleaning up statuses, handoffs, attribution paths, and dashboard logic.
Onboarding and fulfillment workflows
Stabilize purchase, onboarding, course access, subscription, and customer handoff workflows across connected tools.
Integrations and operational cleanup
Reduce manual work across forms, payments, scheduling, LMS, membership, and CRM connections.
Documentation and handover
Leave client teams with cleaner systems, clearer ownership, and documentation they can actually use.
Services
Services
Structured around consulting, repair, implementation, and operational ownership rather than generic platform setup.
CRM Automation Consulting
Audit and improve CRM architecture, lifecycle structure, segmentation, and operational ownership.
Best fit
Best fit when the CRM has grown messy, unreliable, or unclear.
Likely result
A cleaner CRM foundation that supports follow-up, reporting, and team handoff.
Marketing Automation Consulting
Repair nurture flows, campaign logic, webinar follow-up, launch automation, and day-to-day automation reliability.
Best fit
Best fit when follow-up leaks, onboarding fails, or launch automations have become fragile.
Likely result
More dependable automation and less manual cleanup around marketing operations.
AI Workflow Automation
Use AI-assisted workflows where they reduce repetitive operational work around CRM administration, triage, drafting, and support.
Best fit
Best fit when the team needs lighter-weight operational leverage without overengineering the stack.
Likely result
Faster internal workflows around the systems that already run the business.
Implementation and Optimization
Build new systems cleanly when patching is not enough, then optimize handoffs, QA, and maintainability.
Best fit
Best fit for new implementations, migrations, or major rebuilds.
Likely result
A reliable implementation that can be maintained without constant firefighting.
Platform Expertise
Platform Expertise
Primary systems used across CRM administration, course delivery, checkout, integration, and lifecycle operations.
CRM / automation
KeapHubSpotGoHighLevelOntraportActiveCampaignPipedrive
Web / LMS / membership
WordPressMemberiumLearnDashKajabiTeachableCustomerHubWishlist Member
Integrations / payments / scheduling
ZapierCalendlyStripePayPalWebhooksCustom APIs
How I Work
How I Work
The delivery model is built around diagnosis, implementation discipline, and systems the client team can actually keep running.
Diagnose
Audit the stack, trace the workflow, and identify where follow-up, access, payment, or reporting is breaking.
Blueprint
Map the desired lifecycle, handoffs, ownership, and system rules before changing live automation.
Build and test
Implement carefully, QA edge cases, and make sure the new system works under real operating conditions.
Handover
Document the setup, clarify ownership, and leave the client team with something they can maintain.
Common leaks I fix
- Follow-up goes missing
- Onboarding fails to trigger
- Payment data does not sync
- Reporting cannot be trusted
- Manual work piles up
- No one owns the system
What changes after the fix
- Follow-up becomes consistent
- Pipeline becomes clearer
- Tools work together reliably
- Reporting becomes more trustworthy
- Systems become maintainable by the client team
- Systems can be rebuilt cleanly from scratch when patching is not enough
Selected Systems Work
Selected Systems Work
Representative systems work across CRM cleanup, nurture repair, course delivery, checkout logic, and ongoing CRM administration.
WendyDeRosa.com / School of Intuitive Studies systems administration
KeapKajabiGoHighLevelWordPress
Problem
An evolving CRM and course-delivery stack needed reliable day-to-day ownership, cleanup, and cross-functional support.
What I changed
Stepped in first to clean up Keap, then expanded into the primary CRM management and systems administration role across lead flow, customer journeys, course operations, subscriptions, and platform maintenance.
Outcome
The business has ongoing CRM ownership, cleaner data handling, and more dependable operational oversight across marketing, operations, and customer support.
Lead nurture rebuild
KeapZapierCalendly
Problem
Lead capture and nurture logic had become unreliable, and reporting was difficult to trust.
What I changed
Rebuilt nurture paths, cleaned segmentation logic, and restored the reporting structure.
Outcome
Follow-up resumed cleanly and the client had a setup the team could manage with more confidence.
Course launch and onboarding automation
GoHighLevelKajabiStripe
Problem
Launch and onboarding automation depended on fragile handoffs between forms, payments, and delivery.
What I changed
Reworked the automation paths and QA across intake, payment, and access steps.
Outcome
The onboarding experience became more dependable for both the team and new customers.
Keap checkout and fulfillment automation
KeapStripePayPal
Problem
Installment handling, checkout logic, and post-purchase follow-up were creating extra manual cleanup.
What I changed
Implemented clearer purchase, installment, promo, and post-purchase workflows with stronger handoff logic.
Outcome
Purchase operations became easier to run and less dependent on manual intervention.
Built With Science ongoing CRM operations support
Ontraport
Problem
A health education brand needed stable segmentation, campaign logic, and reporting across ongoing lifecycle work.
What I changed
Managed CRM operations, lifecycle segmentation, and campaign logic across marketing, sales, and ecommerce workflows.
Outcome
The team had steadier automation support and more consistent operational visibility.
Webinar and event campaign operations
Ontraport
Problem
Lead magnets, webinar registration, reminders, and follow-up needed to stay coordinated through live launch periods.
What I changed
Built and maintained campaigns for ad leads, PDF offers, webinar registration, follow-up, and launch QA.
Outcome
Launch-related lead flow and event automation stayed organized through ongoing campaign work.
Specialized Implementation Portfolio
Specialized Implementation Portfolio
Repeatable implementation areas that show up across Keap, Kajabi, GoHighLevel, WordPress, LMS, and connected payment workflows.
Checkout, payment plans, and promotions
Build and repair purchase flows that depend on installment logic, promo handling, fulfillment rules, and cleaner post-purchase follow-up.
- Keap checkout systems
- Payment plans and promotional logic
- Stripe and PayPal handoffs
Purchase automation and access delivery
Connect payment, CRM, LMS, and membership rules so customers receive the right onboarding, access, and follow-up without manual patchwork.
- Purchase automation
- Course access delivery
- Subscription systems and fulfillment
Webinar and event automation
Support live event workflows where reminder timing, registration quality, follow-up, and launch QA all matter.
- Webinar registration
- Reminder and follow-up automation
- Launch QA
CRM operations, cleanup, and reporting
Stabilize day-to-day CRM operations through data cleanup, duplicate control, dashboard visibility, imports, exports, and structural maintenance.
- Data cleanup and backups
- Duplicate merge and CRM hygiene
- Reporting and dashboard review
Membership and course delivery systems
Coordinate CRM, site, LMS, membership, and community workflows so customers move cleanly from purchase to access to support.
- Memberium and course access
- Kajabi and WordPress course delivery
- Wishlist Member support
Multi-platform CRM administration
Provide ongoing systems ownership across multiple connected platforms instead of treating each tool in isolation.
- Keap administration
- Kajabi and GoHighLevel administration
- WordPress systems support
Workflow Blueprints
Workflow Blueprints
This is where systems thinking shows up: mapping the workflow before changing the automations that depend on it.
Sales and marketing workflow
Maps lead capture, segmentation, nurture, qualification, and reporting so follow-up does not depend on tribal knowledge.
Customer onboarding workflow
Covers payment confirmation, internal notifications, onboarding steps, delivery triggers, and early support handoffs.
Membership automation workflow
Defines how CRM data, access control, subscriptions, and customer status changes stay aligned over time.
Course platform system blueprint
Clarifies how checkout, CRM, course delivery, community access, and support workflows connect across platforms.
Experience Timeline
Experience Timeline
Independent consulting, long-term platform administration, and recurring systems work grouped so the timeline is easier to scan.
Current featured engagement
WendyDeRosa.com / School of Intuitive Studies
CRM Manager & Automation Administrator (Keap, Kajabi & GoHighLevel)
Dec 2023-Present
Own the day-to-day CRM and platform operations stack across Keap, Kajabi, GoHighLevel, and WordPress for Wendy DeRosa and the School of Intuitive Studies.
- Took over an evolving CRM environment, initially to clean up Keap, then expanded into the company's primary CRM management and systems administration role.
- Fixed broken automation and system gaps across lead capture, follow-up, customer journeys, course access, and ongoing operational workflows.
- Performed CRM data cleanup, imports, exports, backups, and structural maintenance to improve data quality and platform reliability.
- Managed full CRM operations across Keap, Kajabi, and GoHighLevel, including WordPress administration, course delivery, subscription systems, and online community configuration.
- Supported marketing, operations, and customer support workflows as a cross-functional technical lead, helping the team work from a more reliable system.
- Stepped in during a marketing transition to keep Facebook ad lead flow moving into the automation stack and identified gaps in the previous setup that were limiting growth.
- Continue to provide ongoing support, maintenance, operational improvement, and systems oversight as the business evolves.
Current featured engagement
- WendyDeRosa.com / School of Intuitive Studies - CRM Manager & Automation Administrator - Dec 2023-Present
CRM rebuilds and lifecycle repair
- Keap lead capture and nurture rebuilds
- Pipeline logic, segmentation, and reporting cleanup
- Automation repair across live client systems
Membership, LMS, and course systems
- Kajabi and WordPress course delivery
- Wishlist Member support
- Subscription systems and online community configuration
Checkout, payment, and fulfillment systems
- Keap checkout and fulfillment automation
- Installment, promo, and post-purchase logic
- Stripe and PayPal connected workflows
Webinar and event automation
- Ontraport campaigns for webinar registration and reminders
- PDF offer and ad-lead campaigns
- Launch QA and follow-up workflows
Ongoing CRM administration and reporting
- Built With Science ongoing Ontraport administration
- WendyDeRosa.com systems ownership across marketing, operations, and support
- Long-term retained support and Upwork delivery history
Client Feedback
Client Feedback
Direct client language from the source material, including the current Wendy DeRosa engagement.
Arifur is a gem. He grew from helping clean up our Keap CRM into becoming our main CRM manager, bridging marketing, operations, and customer support. He is detail-oriented, proactive, strategic, and consistently goes above and beyond for our company.
Wendy DeRosa - Jan 2025
Read full quote
Arifur is a gem. He's been working with my company for over a year now, initially coming on to help clean up our KEAP CRM. His role with us has evolved as our main CRM manager, and he works with our entire team and bridges between marketing, operations, and customer support. Arif exceeds expectations in every task he handles. He is detail-oriented, organized, and forward-thinking. He takes the time to think through strategies and the best solutions for our business. When we were in between marketing teams, he stepped in to run our Facebook ads, which wasn't what he was hired to do, but he proactively saw the need to keep leads going into the automation he built and took charge. He has gone above and beyond for our company, looking for ways that we could grow and continue to bring in revenue. He is truly remarkable and an incredible asset to my business.
Working with Arif is a joy. I know I can trust him to get the job done.
Thank you for the great work. We truly appreciate it and look forward to working with you again.
Credentials
Credentials
Operational proof and delivery profile surfaced without padding the page with unsupported claims.
Upwork standing
Top Rated Plus and 100% Job Success
Delivery history
12+ years, 250+ projects, and 16,280+ hours
Working model
Audit, repair, rebuild, QA, and documentation / handover
Availability
US Eastern Time alignment with dedicated home-office support
Software Breadth
Software Breadth
A broader view of the systems used across CRM administration, LMS, checkout, integrations, and AI-assisted workflows.
CRM
- Keap
- HubSpot
- GoHighLevel
- Ontraport
- ActiveCampaign
- Pipedrive
LMS / membership
- Kajabi
- LearnDash
- Memberium
- Teachable
- CustomerHub
- Wishlist Member
- WordPress
Payments / checkout
- Stripe
- PayPal
- Keap checkout systems
Scheduling / integrations
- Calendly
- Zapier
- Webhooks
- Custom APIs
AI tools
- ChatGPT Pro
- Gemini Pro
- Claude Pro
Buyer Confidence
Buyer Confidence
Short answers to the questions that usually matter before a systems consultant is brought into a live stack.
Can you fix what is already broken?
Yes. A large part of the work is diagnosing unreliable CRM logic, automation gaps, missed triggers, broken handoffs, and reporting issues inside an existing live stack.
Can you work with my existing stack?
Yes. The work is usually done inside existing Keap, HubSpot, GoHighLevel, Ontraport, Kajabi, WordPress, membership, checkout, and integration setups rather than forcing unnecessary replacement.
Can you build from scratch when needed?
Yes. When the current setup is too brittle to repair cleanly, the approach shifts to a better implementation plan, a cleaner build, and stronger QA before handover.
Do you provide documentation and handover?
Yes. Documentation, QA, and handover are part of the delivery model so the client team can keep using the system after the build or repair work is complete.
Do you offer ongoing support?
Yes. Several engagements have involved ongoing CRM administration, maintenance, operational improvement, and retained support after the initial repair or implementation work.
Final CTA
Need help repairing, rebuilding, or owning a CRM and automation stack?
Best fit for teams that need reliable follow-up, clearer lifecycle logic, cleaner reporting, stronger onboarding and fulfillment workflows, or a better implementation from scratch.