Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
Lara Tramel

Lara Tramel

Dallas

Summary

Multidisciplinary professional with a strong background in AI-powered implementation, sales automation, and strategic communication. Proven ability to help businesses streamline operations, increase conversions, and reclaim time through smart systems and customer-focused solutions. Experienced in consulting service-based entrepreneurs, managing small business operations, and leading creative projects that blend design thinking with real-world impact. Known for adaptability, problem-solving, and a vision-first approach to innovation and execution.

Overview

11
11
years of professional experience
1
1
Certification

Work History

AI CRM Solutions Consultant

SWCK
02.2025 - Current

  • Analyze client workflows to identify bottlenecks and automation opportunities
  • Design and implement smart CRM systems using platforms like GoHighLevel
  • Build sales funnels, automated follow-up sequences, and lead-nurturing workflows
  • Develop smart websites with integrated booking, chatbots, and CRM syncing
  • Provide strategic consultation on digital client communication, retention, and conversion
  • Monitor system performance, optimize for ROI, and troubleshoot technical issues
  • Stay current on AI tools, CRM trends, and automation strategies for small businesses

Health & Life Insurance Agent

Family First Life
01.2023 - Current
  • Understood customer requirements and tailored insurance plans to fit needs.
  • Generated reports detailing current trends in the health insurance industry as well as customer feedback regarding services rendered.
  • Participated in staff meetings to discuss ways to improve customer satisfaction levels.
  • Built client base and developed leads via telephone prospecting, social media, referrals and networking.

Small Business Owner/Artist

Lara Creationz
01.2018 - Current
  • Analyzed sales data to identify trends and develop plans to capitalize on opportunities.
  • Built a successful social media platform.
  • Created achievable goals to maximize growth and improve company morale.
  • Managed all aspects of business ownership and operational management, keeping business running smoothly.

Gallery Manager

Gallery at Legacy West
04.2020 - 02.2022
  • Encouraged customers to make additional purchases and suggested relevant items.
  • Operated cash register and POS to handle purchases, refunds, and exchanges for customers.
  • Met merchandising standards by keeping store stocked and products faced.
  • Managed gallery operations, ensuring a smooth and efficient visitor experience.
  • Cultivated an inclusive atmosphere at exhibitions by promoting diversity among featured artists and welcoming guests from different backgrounds into the space.

Server

Haywire
03.2017 - 04.2021
  • Prepared and served food and beverages to customers.
  • Greeted and accommodated guests, building positive experience from first interaction.
  • Checked in with guests throughout meal service, replenishing drinks and catering to additional requests.

Intern

Zynergy
02.2018 - 09.2018
  • Generated and disseminated weekly progress reports.
  • Created reports and data-driven presentations.
  • Participated in client meetings and team discussions and offered feedback.

Server

Sugarbacon
01.2014 - 02.2017
  • Prepared and served food and beverages to customers.
  • Greeted and accommodated guests, building positive experience from first interaction.
  • Checked in with guests throughout meal service, replenishing drinks and catering to additional requests.

Education

Associate In Arts (A.A.) - Business Administration

Collin College
06.2018

Bachelor Of Arts (B.A.) - Design & Production

University of Texas at Dallas
Richardson, TX

Skills

  • AI CRM Implementation and Automation

  • Sales Funnel Strategy and Optimization

  • Strategic Communication

  • Creative Problem Solving

  • Client retention strategies

  • Customer service

  • Strategic planning

  • Business administration

  • Sales strategy development

  • Small Business Operations

  • Email, SMS, and Chatbot Automation

Certification

  • Sommelier: Level 1
  • General Lines Agent - Life, Accident, Health, and HMO

Timeline

AI CRM Solutions Consultant

SWCK
02.2025 - Current

Health & Life Insurance Agent

Family First Life
01.2023 - Current

Gallery Manager

Gallery at Legacy West
04.2020 - 02.2022

Intern

Zynergy
02.2018 - 09.2018

Small Business Owner/Artist

Lara Creationz
01.2018 - Current

Server

Haywire
03.2017 - 04.2021

Server

Sugarbacon
01.2014 - 02.2017

Bachelor Of Arts (B.A.) - Design & Production

University of Texas at Dallas

Associate In Arts (A.A.) - Business Administration

Collin College

Similar Profiles

CREATE PROFILE