Kateryna Kokarieva
Rating
Language proficiency level
CV
Tired of manual routine?
I build automations that save time, reduce human error, and allow your business to run smoothly — without constant manual involvement.
I work with business owners, teams, and agencies, connecting scattered tools into one clear, reliable system where leads, CRM, email, and tasks work together automatically.
🔧 What I automate
🔹 Leads & CRM
Automatic contact creation and updates
Lead routing to managers
Tags, stages, and deal creation
Funnels in HubSpot / Pipedrive
Databases in Airtable
🔹 Email & Marketing Automation
ActiveCampaign sequences (welcome, nurture, sales)
Webinar funnels: reminders → attendance check → follow-up
Behavior-based triggers
Segmentation and tagging
🔹 Integrations & Workflows
Zapier / Make (Integromat)
Typeform, JotForm, Wix
Google Sheets automations
Multi-step workflows with filters, routers, and conditions
Webhooks and API (basic level)
🔹 Team & Task Automation
Trello task and card creation
Slack / Telegram notifications
Request and content routing
🛠 Tools
Zapier, Make, ActiveCampaign, Airtable, Typeform, JotForm, Wix, Google Sheets, Slack, Trello, HubSpot, Pipedrive, Webhooks / API
🚀 How I help businesses
Eliminate manual work and process chaos
Build stable automations that don’t break
Integrate multiple platforms into one system
Create clear logic and documentation
Help teams scale without overload
⭐ Why clients choose me
Clear communication without technical noise
Fast and responsible delivery
Clean, logical, and maintainable workflows
Solutions tailored to your business — not templates
⚡ Ready to automate your processes?
Send me your workflow, and I’ll show how it can be automated quickly and effectively.
✉️ Message me anytime — happy to help
Kate 😉
Skills and abilities
Design & art
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Presentations
from 11 USD for hour
Services
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Enterprise Resource Planning (ERP)
from 11 USD for hour
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Information Gathering
from 11 USD for hour
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Payment Systems Integration
from 11 USD for hour
Promotion
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Email Marketing
from 11 USD for hour
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Lead Generation & Sales
from 11 USD for hour
Portfolio
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45 USD Webinar automation: a series of engagement and reminder emails
Client Management & CRMI set up an automated email sequence for webinars that increases attendance and participant engagement without manual work from the team.
How the automation works:
- after registration, the participant automatically receives a series of pre-frame emails that generate interest and prepare for the webinar
… - sending useful content (for example: how to create content using AI)
- automatic reminders one day before the webinar or at a specified time
- a fully automated email process without the involvement of managers
Result for the business:
- significant increase in webinar attendance
- increased engagement and loyalty of the audience
- time savings for the team
- delivery of relevant messages at the right moment
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38 USD Dynamic sales dashboards in Airtable (Sales Performance Dashboard)
Client Management & CRMI developed and implemented dynamic sales dashboards based on Airtable, which provide the business with a complete and visual picture of the sales department's performance in real-time.
What has been implemented:
- building interactive dashboards in Airtable
… - visualization of key KPIs:
- Total Deals
- Conversion Rate
- Average Deal Size
- Win Rate
- Sales Cycle Duration
- Revenue per Sales Rep
- using various types of charts for convenient data analysis
Value for the business:
- quick decision-making based on data
- monitoring the performance of sales managers
- optimizing processes and identifying bottlenecks
- increasing overall productivity and revenue
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41 USD Automation of website visitor engagement and lead warming
Client Management & CRMI have set up marketing automation that tracks the behavior of website visitors and automatically sends personalized email messages to increase conversion.
How the system works:
- tracking page visits on the website
… - if a user viewed a page but did not proceed to checkout, the system automatically sends a personalized email after 1 hour
- if the visitor has already been on the order page or is an existing customer, messages are not sent
- the logic automatically determines the user's status and avoids unnecessary communications
Value for the business:
- automatic warming of "warm" leads
- relevant messages increase trust and loyalty
- optimization of the sales funnel
- identification of interested users
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34 USD Interactive personal finance tracker with a multi-currency dashboard
Data ProcessingI developed an interactive personal finance tracker in Google Sheets that automates the accounting of income and expenses and provides visual financial analytics.
What has been implemented:
- daily transaction journal with category selection
… - automatic support for multiple currencies (UAH / USD) with exchange rate updates
- real-time calculation of balance, income, and expenses
- visual dashboard with pie charts and KPI cards
- adaptation for mobile devices for convenient use from a phone
Advantages:
- scalability — custom categories can be added without disrupting formulas
- clean structure and logical organization of data
- suitable for personal use or as a basis for financial products
Role in the project: Google Sheets Expert & Dashboard Designer
The project demonstrates my expertise in automating calculations, working with formulas, and creating visual dashboards in Google Sheets.
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41 USD Task management automation: JotForm → Trello via Make
Client Management & CRMI have developed automation for task management that completely eliminates manual creation and distribution of tasks among teams.
How the system works:
- data from JotForm comes through a webhook
… - a router and filters are used in Make.com to determine the department (Sales, Marketing, etc.)
- a Trello card is automatically created on the appropriate team board
Result for the business:
- time savings
- absence of errors in manual entry
- instant task updates
- increased team productivity
Areas of application:
- support requests
- task distribution among departments
- lead processing
- optimization of internal business processes
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41 USD Instant notifications about leads via Typeform, Zapier, and Slack
Enterprise Resource Planning (ERP)Automation that provides the team with instant access to new leads without manual form verification. Speed, order, and no lost contacts.
Task:
The client received leads through Typeform, but the team saw them with a delay. This caused slow responses and missed opportunities.
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Solution:
I created an automated process that transfers data from Typeform to Slack in real-time. As soon as a user completes the quiz, the team receives a structured notification in a dedicated Slack channel.
Result:
- Instant response to leads — no delays.
- Increased conversion due to quick contact with potential clients.
- Better team interaction through a single channel for receiving leads.
- Complete automation — the system does not miss any requests.
#automation #Zapier #Typeform #Slack #marketing #leadgeneration
Activity
| Latest proposals 2 | Budget | Added | Deadlines | Proposal | |
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Creation of Google Sheets
45 USD
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Email marketer: Setting up and launching the first test mailing "turnkey"
135 USD
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