Human-first automations

AI-first CRM & Operations Automation

I help small teams set up CRM journeys, automate workflows, connect systems, and enable AI-driven operations — so growth doesn’t create operational drag.

Book a 30-minute session Email me

Privacy-forward approach. No tracking pixels on this page.

About Eduardo

CRM and process automation partner for privacy-first European teams, blending lifecycle craftsmanship, AI workflows, and compliance-ready documentation.

  • Builds CRM, automation, and AI guardrails end-to-end.
  • Languages: English, Spanish, Portuguese, plus conversational German.
  • Ops background with Audible (Amazon), Lingoda, PlusDental, and Roger.
LinkedIn
Eduardo Bravo Carvalho

Experience & proof

Selected Experience & Proof

Embedded lifecycle and ops work for European teams who need privacy-forward automations. Use the logos below in your proposals with confidence.

Audible logo
Lingoda logo
PlusDental logo
Roger logo

Company

Audible (Amazon)

Lifecycle Specialist · 10–15 campaigns/month

  • Context: Global customer outreach needed clearer journeys and QA.
  • What I built: Email outreach flows, automated approvals, and QA-ready customer journeys.
  • Tools: Braze, HTML/CSS modules, automation scripts.
  • Outcome: Lifecycle campaigns stayed live across markets with QA-ready handoffs.

Company

Lingoda

CRM Manager · Multichannel lifecycle

  • Context: Needed consistent student + teacher engagement across channels.
  • What I built: Multichannel lifecycle campaigns with dashboards and standardized sheets.
  • Tools: Braze, Looker/Tableau, SQL.
  • Outcome: Delivered consistent lifecycle reporting and engagement across locales.

Company

PlusDental

Sales Ops · CRM automation workflows

  • Context: Sales pipeline needed faster speed-to-lead and conversion clarity.
  • What I built: HubSpot workflows, routing logic, and CRM hygiene for Sales Ops.
  • Tools: HubSpot CRM, Zapier, BI dashboards.
  • Outcome: Sales operations gained faster response loops and conversion-ready reporting.

Company

Roger

Startup · Cold outreach automation

  • Context: Needed cold email outreach that flowed into HubSpot automatically.
  • What I built: Zapier automation to sync Instantly replies and form fills into HubSpot sequences.
  • Tools: Instantly, Zapier, HubSpot CRM.
  • Outcome: Every lead appeared in HubSpot with ownership and follow-up tasks.

Modular services

Modular services built to scale with you.

Activate the right mix of CRM setup, intelligent workflows, integrations, and AI enablement to meet your go-to-market milestones.

CRM setup: from zero to launch

Build a clean CRM foundation: lifecycle mapping, pipeline stages, fields, automation rules, and journeys that feel personal — not spammy.

Typical tools: HubSpot (or similar), lifecycle journeys, consent-aware forms

Workflow automation

Automate repetitive ops work: lead routing, follow-ups, handoffs, notifications, and task creation — with decisioning where it helps.

Typical tools: Zapier, Make, routing rules, enrichment

Systems integrations

Connect marketing, sales, and ops data so teams share one source of truth — without bloated infrastructure.

Typical tools: APIs, webhooks, Slack, Google Workspace, data hygiene

AI enablement (AI process automation for teams)

Turn AI into a practical ops advantage: playbooks, prompt workflows, QA support, and lightweight automations your team can actually run.

Typical tools: ChatGPT/LLM workflows, playbooks, templates, onboarding

FAQ

Questions people ask

What does AI process automation mean here?

It’s the layer that combines CRM data, workflow logic, and AI assistants so repetitive work, QA, or routing decisions happen automatically—but every action is documented and easy to edit.

Which CRMs and tools do you work with?

HubSpot is the primary build environment, but I adapt to similar CRMs. Automations rely on Zapier/Make, APIs, Slack, Google Workspace, and lightweight LLM workflows.

Can you integrate my existing stack?

Yes. We audit your current stack, map data owners, and use APIs or middleware to make sure marketing, sales, and ops teams share the same source of truth.

How fast can we launch something useful?

Most projects ship an initial CRM + automation layer within a few weeks, with AI workflows layered on immediately after sign-off. Timelines depend on access and approvals.

Do you need cookies or trackers?

No. This page runs without tracking pixels, and I prioritize privacy-first data capture. If analytics are needed, we scope them with compliance in mind.

What do you need from us to start?

Calendar access for a kickoff, admin rights to your CRM and automations, a short list of goals, and any compliance notes so the build aligns with your policies.

Next step

Ready to automate your CRM and operations with AI?

Let’s identify quick wins in your CRM and ops workflows and design a roadmap that keeps automation human.

Book a 30-minute session Email me