Freelancer profile translated to English.
Back to original languageAbout Catherine
I design and implement a CRM in Notion to help entrepreneurs track their prospects and manage their sales.
The system includes:
• contact and company management
• sales opportunity tracking
• visual sales pipeline
• follow-up organization
• management dashboard (pipeline revenue, forecast)
Goal: to provide a clear view of the sales pipeline and facilitate decision-making.
French
Native or bilingual
Remote only
Primarily works remotely
Experience
- MMAManagement and Analysis Technician – Claims / Fraud / Legal / Accounting SectorBANKING AND INSURANCEJanuary 2001 - Today (25 years and 5 months)Le Mans, FranceAfter more than 25 years in insurance and operational management, I am now evolving towards subjects that particularly fascinate me: organization, processes, collaborative tools, and information management.Throughout my career, I have participated in cross-functional projects related to activity monitoring, procedure writing, document management, and continuous improvement.What I appreciate most: understanding malfunctions, clarifying information flows, and making tools simpler, more accessible, and more effective on a daily basis.I am particularly interested in topics related to:• document structuring and knowledge bases (Wiki, SharePoint)• CRM and activity monitoring• process structuring• continuous improvement• collaborative tools• optimization of information flows• AI solutions applied to operationsI like concrete, pragmatic approaches adapted to the reality on the ground.Today, I support professionals who want to better organize their activities, centralize their information, and gain visibility on their processes through simple and effective tools.
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Education
- Copy Mastery CertificateCopy Mastery2025Apprentissage des fondamentaux de la persuasion, de la psychologie du client et des techniques avancées de rédaction (emails, pages de vente, tunnels, storytelling). Travail approfondi sur la recherche avatar, les biais cognitifs, la structure des messages à fort impact et la construction de séquences marketing cohérentes et humaines. Formation axée sur la pratique, les feedbacks et la maîtrise du ton incarné.
Certifications
- Certificate in LithotherapyInstitut Français des Thérapies Alternatives (IFTA)2015
- Practitioner Certificate in MagnetismSociété Française de Magnétisme / École Française des Médecines Douces2018