Creating a structured, repeatable system for contact management, outreach campaign coordination, relationship tracking, and data capture and pipeline tracking across commercialization work.
Designed and implemented a CRM and outreach campaign system, creating a structured process for contact management, campaign coordination, relationship tracking, follow-up, and data capture and pipeline tracking across commercialization work.
Project Manager | CRM & Outreach Operations Lead
Completed
Defined project scope, objectives, and deliverables for the Mini CRM and outreach campaign operations system
Outlined the approach for contact management, campaign coordination, data capture, pipeline tracking, and team communication
Established how project updates, campaign progress, and outreach pipeline activity would be shared with the project team
Tracked emerging questions, technical concerns, and decisions in a running issue log throughout the project. Applied SME feedback gathered before kickoff to shape the delivery approach.
Aligned with team members and SMEs on scope and approach for the CRM and outreach campaign system before contact outreach began
Built and rolled out the CRM and outreach campaign system, managing contact outreach, meeting and call scheduling, data capture and pipeline tracking, and team communication. Configured Airtable-based tracking and automations, including follow-up reminders, Slack notifications, meeting coordination, and AI-assisted meeting-note summaries.
Ran the outreach process, drafting campaign messages and configuring a bulk-email extension to send campaigns in batches of up to 800 contacts. Managed contact outreach, campaign coordination, data capture and pipeline tracking, and project-team communication through connected Airtable, Calendly, and Slack workflows.
Reported outreach activity, campaign progress, and emerging findings to the project team on a regular basis.
Tracked outreach volume, outreach pipeline status, and follow-up activity throughout the project
Delivered stakeholder reports, documented lessons learned, and formally closed the CRM and outreach campaign system after the project phase concluded.
Created a structured system that made contact management, outreach campaign coordination, and pipeline tracking easier to document and repeat across the project.
Documented what worked, what needed adjustment, and how the system could be applied to future CRM and outreach campaign operations.
Completed all closing deliverables including final stakeholder reports and full project documentation for the CRM and outreach campaign system.
Mini CRM / Outreach Campaign Operations System