CRM Consultant in Miami

How I work with Miami teams

Miami sales cycles are personal and often international. A pre-construction buyer in Bogotá, a group booking for a Brickell hotel and a returning aesthetics patient all expect a fast reply in their own language, usually on WhatsApp. I design the CRM so every channel lands on one record: WhatsApp Business conversations, tracked calls, forms and broker or concierge referrals, with preferred language and country stored on the contact and leads routed to the right bilingual rep. Deals for Latin American buyers can be tracked in their own currency. Consent is captured per channel: Florida's telephone solicitation rules and the TCPA govern texts and calls, WhatsApp requires an opt-in before a business starts a conversation, and European or Brazilian contacts may bring GDPR or LGPD duties. Clinics keep patient health details out of the marketing CRM unless the system is set up for that kind of data.

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 Miami context

• Florida's Telephone Solicitation Act layers state rules on top of the federal TCPA for marketing texts and calls, including consent and time-of-day limits, so SMS programs need careful setup and documented opt-ins.
• Many Miami businesses serve customers across Latin America, which brings multi-currency pricing, cross-border shipping and Spanish and Portuguese content into the growth plan.

Tracking and data collection follow Florida Digital Bill of Rights, Florida Telephone Solicitation Act, TCPA & CAN-SPAM. The Florida Digital Bill of Rights mainly reaches very large companies, but the Telephone Solicitation Act affects almost any business that texts customers. SMS flows are built with documented consent, quiet hours and instant opt-out, and site tracking follows the stricter rules of the places your buyers come from, including GDPR for European visitors and Brazil's LGPD where relevant.

Want the full picture? Read the complete Lifecycle Marketing & CRM service overview, the HubSpot Consultant page, or see everything I do for Miami companies.