Melbourne · Australia · Remote
CRM Consultant in Melbourne
TL;DR
A CRM consultant in Melbourne links bookings, enrolments, online orders and in-store sales into a single customer view, so retention and acquisition are managed from the same data. I start with a one-week CRM audit (≈ A$2,300), then build and maintain HubSpot or Salesforce inside Growth Foundation for about A$5,300 a month.
By Can Elmas · Last updated
How I work with Melbourne teams
Melbourne's growth sectors each sell differently. Education providers juggle domestic enquiries, international applicants and education agents; clinics run on booking systems; fashion and food brands mix Shopify, POS and wholesale accounts; sporting organisations manage members, ticket buyers and sponsors. I map those paths first, decide which system is the source of truth for each record, and define how data flows into the CRM. Because the Health Records Act (Vic) and the Privacy Act both cover health information, clinical notes stay in the practice management system and the CRM holds only what follow-up needs: contact details, consent and appointment status, protected as health data too. Handoffs are written down: when a course enquiry passes to admissions, or when a wholesale lead passes to your account manager. Universities often already run Salesforce Education Cloud; smaller brands usually move faster with HubSpot, or with Klaviyo alongside a light sales CRM.
What’s included
- HubSpot audit with a prioritized fix list
- Lifecycle stage and lead status definitions, agreed with sales and automated
- Deal pipeline redesign with stage exit criteria and required properties
- Fit and engagement lead scoring with MQL thresholds and routing workflows
- Source tracking fixes: tracking code, UTM capture and campaign naming conventions
- Nurture and handoff workflows, documented with owners and goals
- Shared marketing and sales dashboard built on agreed definitions
- Data hygiene plan: deduplication, property cleanup and governance rules
The Melbourne context
- Melbourne fashion and lifestyle brands face ACCC scrutiny on environmental and sustainability claims, so 'eco' messaging on product pages and in ads needs evidence behind it.
- Health, allied health and cosmetic clinics must follow AHPRA advertising guidelines, which restrict testimonials and certain claims, so growth tactics that work in retail need adapting before they can be used.
Tracking and data collection follow Privacy Act 1988 (APPs), Spam Act 2003 & Health Records Act 2001 (Vic). Victorian health service providers handle health information under state rules as well as the federal Privacy Act, so clinic and medtech tracking is set up to keep health data out of ad platforms. Email and SMS lists are built on recorded consent with a working unsubscribe in every message.
Want the full picture? Read the complete Lifecycle Marketing & CRM service overview, the HubSpot Consultant page, or see everything I do for Melbourne companies.
How we work together
Simple. Transparent. Results-focused.
- 01
Discovery
A 30-minute call. You share the challenge, I tell you honestly whether I can help.
- 02
Audit
I audit tracking, funnel, channels and team, and hand you a ranked plan with budgets.
- 03
Build
We fix measurement and ship the highest-impact systems first. I own the metrics.
- 04
Scale
Optimize, automate and scale what works. Weekly decisions, compounding results.
FAQ
CRM Consultant in Melbourne: FAQ
Can the CRM connect to our Melbourne clinic's booking system without exposing health data?
Yes. From systems such as Cliniko or your practice software, I sync only what marketing needs, such as contact details, consent and whether an appointment was booked or attended. Clinical notes and diagnoses stay out of the CRM and ad platforms entirely.
How should a Melbourne education provider track international student enquiries and agents?
Each enquiry records its source market, course interest and, where relevant, the education agent who referred it, so you can see which agents and campaigns produce enrolments rather than just applications. Offers, commissions and compliance records stay in your student management system, with status updates flowing into the CRM.
Can you work with Melbourne brands that sell in-store and online?
Yes. I connect Shopify POS or your retail system with ecommerce and email data so you can see customer value across channels, then use that view to decide where to open, promote or invest next.
Do you work with AHPRA-regulated health businesses?
Yes, with the guidelines built into the process. Ads, landing pages and review requests are planned to avoid prohibited testimonials and misleading claims, and your practitioners or compliance advisers approve anything clinical before it goes live.
Work with me
CRM Consultant in Melbourne? Let’s talk.
Tell me about your growth challenge. I’ll tell you honestly if I can help — and if I can’t, who can.
- ✓ No obligation
- ✓ No sales script
- ✓ Honest feedback
- ✓ Clear next steps