Charlene P.

Charlene H. is an experienced Client Success Manager and GHL Automation Specialist supporting coaches and service-based businesses. She has managed end-to-end CRM migrations from platforms such as Kajabi and HoneyBook into GoHighLevel (GHL), ensuring seamless data transfer and workflow recreation. At HeyClients, Charlene led client onboarding, resolved technical issues involving custom fields and duplicate contacts, and maintained clear communication through Loom walkthroughs. Her work includes building and optimizing CRM systems, pipelines, and automation workflows for coaching and consulting brands, as well as creating SOPs to improve operational efficiency. Charlene's expertise spans funnel development, workflow automation using tools like Make.com, and the deployment of scalable systems for lead generation and sales within the marketing operations domain.