12+
Years building revenue operations
CRM & Automation Leadership
Design revenue systems that feel personal at scale.
I partner with coaches, agencies, and membership brands to turn disconnected tools into one experience—from first touch to lifetime value. Strategy, technical build, and enablement bundled together.
Trusted for 250+ launches across
- KEAP Certified Partner
- GoHighLevel Agency
- Ontraport Automation
- LMS Integrations
- Membership Systems
- Kajabi Specialist
Key metrics
47%
Average lift in course upgrades
28 hrs
Team time saved every month
Platforms I build and support
- Thinkific
- Mighty Networks
- Tutor LMS
- Teachable
- Make.com
- IFTTT
- Automate.io
- PlusThis
- Wishlist Member
- MemberPress
- LMS Strategy
- Membership Architecture
Services
End-to-end support for revenue teams that want clarity and scale.
From architecture to always-on optimization, every engagement includes the documentation and enablement your team needs to own the stack.
CRM Configuration & Implementation
Map your customer journey, pipeline stages, and data architecture before we deploy a single workflow.
- Lifecycle and pipeline design workshops
- System migrations and integrations
- Sales enablement dashboards & playbooks
Automation & Funnel Execution
Launch high-converting nurture journeys, onboarding sequences, and retention campaigns tailored to every segment.
- Multi-channel email, SMS, and in-app flows
- Behavioral scoring and smart routing
- Offer funnels, upsell logic, and KPI tracking
Enablement & Managed Optimization
Keep momentum with async Loom reviews, office hours, and an optimization backlog prioritized every sprint.
- Documentation, SOPs, and team training
- Performance reviews and A/B testing cadences
- On-call support for launches and campaigns
Experience
12 years of building automation that strengthens human relationships.
From solopreneur coaching brands to venture-backed SaaS, I’ve helped teams integrate CRM, automation, LMS, and analytics into one cohesive operating system.
- Built 250+ custom automation programs across 15 platforms.
- Guided migrations from ActiveCampaign, Infusionsoft, Mailchimp, and legacy CRMs without downtime.
- Regularly collaborate with in-house marketers, sales teams, and founders to keep the system evolving.
- Rolled out AI workflow automation using ChatGPT, Claude, and bespoke LLM copilots for RevOps teams.
- Implemented conversational chatbots that sync with CRM data, service desks, and membership communities.
- Architected Codex-powered enablement hubs so operators can ship campaigns and dashboards faster.
Timeline of highlights
-
2012
Launched as a certified Infusionsoft (KEAP) partner helping coaches automate onboarding.
-
2016
Expanded into HubSpot and ActiveCampaign revamp projects for B2B agencies.
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2019
Introduced Kajabi + Memberium LMS builds syncing membership experiences to CRM.
-
2024
Leading multi-brand GoHighLevel workspaces with AI routing, n8n automations, and live dashboards.
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2025
Driving AI-first transformations—ChatGPT and Claude copilots, OpenAI Codex automations, and chatbot-driven revenue workflows across the entire customer lifecycle.
Recent wins
Three automation playbooks clients rely on today.
From KEAP to GoHighLevel to Ontraport, these engagements blended strategy, engineering, and enablement to deliver measurable growth.
KEAP · Memberium · WooCommerce · LearnDash
Automated membership engine that scales from lead to lifetime access.
Unified KEAP CRM with Memberium, WooCommerce, and LearnDash so every opt-in becomes a guided journey—no manual admin, just delighted students.
- Facebook lead ads auto-create trials, deliver nurture, and convert to paid course bundles.
- Memberium controls tiered access while LearnDash analytics feed KEAP score-based upsells.
- WooCommerce handles checkout, cross-sells, and post-purchase automations for upsell/downsell flows.
- Automated onboarding sequences, progress nudges, and re-engagement when learners stall.
Membership automation flow
- Lead Capture
- Facebook Lead Ads → KEAP trial pipeline
- Tagging + segmentation for audience cohorts
- Sales & Checkout
- WooCommerce dynamic offers (upsell/downsell)
- Payment plans synced to Memberium access
- Onboarding & Delivery
- Memberium unlocks LearnDash courses
- Automated welcome, progress, and milestone emails
- Analytics & Expansion
- Course completion triggers KEAP score updates
- Smart campaigns pitch coaching, communities, masterminds
GoHighLevel · AI agents · Communities
GHL ecosystem for courses, community, payments, and AI-driven workflows.
Designed a GoHighLevel workspace that powers an education brand’s entire funnel—courses, memberships, community, and AI-assisted service desk.
- Multi-tier membership site with gated courses, live cohorts, and community chat.
- Payment links, order bumps, and subscription management inside GHL.
- Workflows blending AI responses, human review, and automated follow-up tasks.
- Analytics dashboards surface churn risk, offer wins, and conversion experiments.
GoHighLevel automation map
- Funnels
- Landing pages & pipelines for course + community offers
- AI lead qualification before sales handoff
- Monetization
- Payment links, upsell flows, and one-click order bumps
- Subscription management with failed-payment rescue
- Engagement
- Automated onboarding sequences and weekly challenges
- Community broadcasts + DM automations driven by tags
- Operations
- Service desk routing with AI draft replies
- Reporting dashboards for retention, MRR, and upsell lift
Ontraport · WordPress · Data hygiene
Ontraport command center for CRM, course delivery, and page experiences.
Re-architected an Ontraport account to align with new offers—clean data, refreshed pages, and automation that finally matched the buyer journey.
- Data cleanup, tag strategy, and import/export standards for accurate segmentation.
- Automated CRM management for deals, renewals, and high-touch coaching pathways.
- WordPress + Ontraport page builds with tracked CTAs and dynamic content.
- Course automation syncing progress to nurture campaigns and support tasks.
Ontraport transformation map
- Data Foundation
- Tag taxonomy, cleanup scripts, duplicate merge
- Import/export SOPs with QA checkpoints
- Experience Layer
- WordPress landing pages mapped to Ontraport tracking
- Personalized nurture paths per segment
- Automation
- Sales + renewal sequences tied to CRM stages
- Course modules trigger support + upsell workflows
- Measurement
- Pipeline dashboards & cohort reports
- Weekly ops review to refine offers and messaging
Testimonials
Clients stay because the systems keep delivering.
Pulled from long-term partnerships across Upwork and direct retainers.
"Very good work. I appreciate that Arif created a video walkthrough for the Infusionsoft campaign so I could see exactly how everything works."
CBCindy B.
Fiverr Client
"This company is amazing. Fast execution and delivery to high standards. I'm in for the long term and look forward to future collaborations."
NDndechalain
Fiverr Client
"Arif is great—fast, hugely supportive, and he knows Infusionsoft. I've hired him for several gigs and will continue to do so."
TRtallierabin
Fiverr Client
"This freelancer just saved me a sleepless night of fussing with Infusionsoft. Thank you! I will hire you for so much more—amazing!"
GBgidyupbuttercup
Fiverr Client
"Have used Arif on over 10 projects and will continue to use him. If you need anything with Infusionsoft or membership areas, Arif is your man."
UCUpwork Client
Upwork Review
5 Step Process
From first call to launch with checkpoints the whole way.
30-minute discovery call
Understand goals, constraints, and the tech stack so we know if we’re the right fit.
Analyze your project or task
Deep dive into assets, data, and current automations to map risks and required outcomes.
Collaborative alignment
Share recommendations, confirm priorities, and lock scope so everyone is on the same page.
Implement & build
Execute the roadmap—configure platforms, automate workflows, document every change.
Delivery & testing
Hand over with QA results, walkthrough videos, and next-step optimization ideas.
FAQ
Answers before we get started.
Still exploring? These cover the most common conversations.
Both. I can architect a fresh build or audit your current stack to identify gaps, clean data, and launch an improvement roadmap.
Discovery and strategy sessions happen within the first week. Implementation sprints typically start immediately after and run 1–3 weeks each.
Yes. Every engagement includes video walkthroughs, SOPs, and optional live training so your team can iterate without waiting on contractors.
We set a cadence of data reviews, backlog grooming, and split tests. You’ll always know the next experiment and the KPI we’re improving.
Absolutely. Many partnerships begin with a strategic audit that outlines quick wins, technical debt, and a prioritized roadmap to act on.
Let’s design your next sprint
Schedule a call
Get a tailored CRM & automation plan in your inbox.
Share your goals and current stack. I’ll come prepared with recommendations, timelines, and pricing.