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Margaret G.

Grand Rapids, Michigan

$95/hr
5.0
58 jobs
Hello! Are you a Solopreneur/Small Business that is overwhelmed with tools and tech you need to efficiently run your business? Are you stuck in tool indecision - and not sure what you really need? or what tool will fit YOUR needs? OR Perhaps you know you need certain systems in place to move forward in your business BUT you just don't have the time to research tools, find the right one & implement the tech. I can help! I’m equal parts creative and techie. I'm a systems & marketing tech tool muse. I can help you with tool selection (to fit your needs and stage of biz), implementation, and training (you and/or your staff). I bring 25+ years experience to the table. For many of those years I dual tracked as the owner of my own photography studio along side corporate world gig. My corporate experience was with a single company working in a variety positions including process improvement, project coordination, business analyst, software system setup/administration. Owning my own business has given me years of experience in online innovation - to do business in the past two decades it was essential to keep up with the ever changing online landscape. I thrive learning software, systems, and embracing change. Innovation is my happy place. I’m a bit obsessed with creating business systems and harnessing the amazing tools for online automation that fit your business and will keep it humming without taking over your life. In the seven years I've been freelancing online, I have honed down what I do into tool-centered strategy, setup, and training. Here is my software tool stack: Back Office Systems & CRM: ✨ CRM Client service fulfillment process setup, rrom inquiry to off-boarding. Dubsado Honeybook 17hats Practice.do High Level (and its whitelabels FGF, FEA create, Biz Systems Magic, etc.) ✨Process Mapping + Task & Project Mgmt Milanote Canva Miro Notion Slack Plutio Clickup Notion Airtable Smartsuite + others 📣 Digital Marketing: Tech savvy skills for design/layout, page builds, plugins, backend theme tweaking, automations, & funnels builds. High Level (and its whitelabels FGF, FEA create, Biz Systems Magic, etc.) Wordpress w/page builder Elementor Wix Squarespace Kajabi Systeme.io Active Campaign Mailerlite Kit FloDesk ThriveCart Clickfunnels Convertbox Manychat & Highlevel (for Facebook & Instagram DM & comment automations) Canva Affinity Photoshop /Lightroom Camtasia Loom 🖥 Online Course / Community Platform Setup & Support: High Level MemberVault Kajabi ThriveCart Systeme.io Heartbeat Skool If you are ready to get your systems and marketing tech streamlined, check out my project catalog offerings, or message me to chat about your project.
  • Dubsado
  • ManyChat
  • Marketing Automation
  • CRM Automation
  • ActiveCampaign
  • 17hats
  • Photography
  • Email Marketing
  • Process Improvement
  • Elementor
  • MailerLite
  • ConvertKit
  • Kajabi
  • Canva
  • Notion
Lynda C.

Lake Placid, Florida

$75/hr
5.0
40 jobs
You're great at what you do—but when it comes to streamlining the backend of your business, tech can feel like a time-sucking monster. That’s where I come in. I help coaches, consultants, and service providers simplify and optimize their operations with systems that actually make life easier. Whether you’re just getting started or scaling to your next level, I’ll help you reclaim your time, impress your clients, and stop the chaos behind the scenes. 🔹 What I Do Best: – Dubsado setup & automation (including forms, schedulers, workflows, and smart client journeys) – VIP intensives focused on client experience & backend optimization – Project Management Tool implementation for client and task management (Trello, Asana) – Tech implementation for lead magnets, email automation, and digital product delivery – Clarity-focused strategy sessions to map out your systems before building 🔹 Why Clients Love Working With Me: – Clear communication and easy-to-follow guidance – Strategy + implementation (so you don’t just get pretty systems, you get ones that work) – Flexible options: VIP weeks, one-off tech setup, or ongoing hourly support Let’s make your business feel lighter, faster, and more aligned... with systems that serve you. 💬 Ready to hand off the tech and breathe easier? Send me a message or invite me to your job post. PS. If you're a personality assessments type, My Kolbe A Index is 9-6-1-5, my Enneagram is 1w2, I'm a ESFJ-A and my top Clifton Strengths are: Achiever, Learner, Responsibility, Consistency, Input.
  • Dubsado
  • Project Management
  • Elementor
  • WordPress
  • Business Process Automation
  • Business Planning & Strategy
  • Email Marketing
  • Trello
  • ConvertKit
  • ActiveCampaign
  • CRM Development
  • Project Management Support
  • Marketing Automation
  • Client Management
  • Business Operations
Kate W.

Morristown, New Jersey

$85/hr
5.0
35 jobs
Hi! I'm Kate! I’m a city girl at heart, dog momma, outdoor enthusiast, wannabe farmer, online business manager, and systems specialist. I specialize in CRM and Project Management system setups, support, and audits. I understand the struggle of completing the tedious and sometimes complex admin duties while trying to focusing on what you love and makes you money. I did it for many years as a project manager in a corporate setting and owning my own yoga studio. I had to create processes to ensure efficiency and consistency so I could get it ALL done. Now, I help small businesses, like yours, create systems and automation to streamline their businesses so that they can focus on the important stuff. Do YOU need help? I can help you map out and create systems that will have your business working for you - and not the other way around! Let's work together! ✅ Clickup (certified power user and verified consultant) ✅ Dubsado (certified specialist) ✅ Honeybook ✅ Zapier or Make Integrations ✅ many more... 👉🏻 Full or Partial System Setups 👉🏻 System Audits 👉🏻 Strategy Audit Sessions / Consulting Calls 👉🏻 Misc (system cleanups, revamps, form design, and add-on workflows/automations)
  • Dubsado
  • Team Management
  • Asana
  • Project Workflows
  • Research & Strategy
  • Web Design
  • Social Media Management
  • Marketing Strategy
  • Data Analysis
  • Content Writing
  • Email Marketing
  • WordPress
  • Zapier
  • Project Management Professional
Yonas K.

Dubai, United Arab Emirates

$120/hr
5.0
32 jobs
Let me help you save 100’s of hours of manual work and/or have a clear overview of your projects, clients or anything else you would like to manage! After using Monday.com for over 4.5 years being a business manager, I decided to become a Monday.com Partner and start helping other businesses to have the best possible setup in Monday.com, including multiple integrations, many automations in Monday.com and using Make (used to be known as Integromat) or Zapier to take it to the next level. Because of my own experience as a manager, I not only apply my Monday.com & Automating skills, but also my general managing skills. I help you think trough the most efficient ways of the specific workflows, always look at ways to reduce costs within the systems that apply, and general other complex problem solving that applies. Take a look at the reviews that my previous clients left to see their experiences :)! I can help you with specific problems or complex situations that occur within the systems or help you with a complete setup from scratch with the most automated and efficient workflows. A few examples of setups I’ve created are: *Complete sales pipelines & CRM for different business types *Financial management & overviews (automated) *Project management setups in different business types *Complete business setups, with different departments connected with each other. (from marketing, design, tech, to finance, support and sales), all connecting to a High level overview for directors & stakeholders. *HR & Recruitment *Connections with multiple 3rd party apps & API’s trough Zapier / Integromat / Make *Personal management I always work in a few steps that lead to the best outcome: 1. Introduction to the business, workflows and wishes 2. Setting up a plan and covering it in a meeting 3. Working out the plan step by step, including explanation and training if necessary 4. Testing 5. On going support, whenever you need me, I’m one message away! Looking to integrate other applications in to Monday.com? Let’s do it! Timezones? What ever fits! I am flexible and work with clients from the West Coast, to Australia. I am always excited to meet new people and help you achieve the best possible way, in ways you couldn’t even think of! Let’s meet up in a meeting as soon as you want and cover the wishes!
  • Customer Relationship Management
  • Zapier
  • Automation
  • Marketing
  • Business Analysis
  • Critical Thinking Skills
  • Make.com
  • CRM Software
  • Marketing Operations & Workflow
  • API
  • Project Management
  • Software Integration
  • Business Consulting
  • API Integration
Charlie W.

London, United Kingdom

$75/hr
5.0
31 jobs
I'm Charlie, a brand and web designer who transforms visual identities into powerful business assets. I build online spaces that not only look beautiful, but strategically connect and align with your dream audience. My work spans agencies across Canada, the US, Australia, and the UK. I'm currently: - Providing white-label design services to creative agencies worldwide (Canada, the US, Australia and the UK.) - Building Set & Social: My own agency to connect with clients that really resonates with my own lifestyle choices, brands I'd truly shop and spend my time with. An agency that champions brands and people, I genuinely believe in.
  • Shopify
  • Web Design
  • Webflow
  • Squarespace
  • Custom Web Design
  • Brand Identity & Guidelines
  • Branding & Marketing
  • Brand Identity
  • Branding
  • Brand Strategy
  • Brand Design
  • Web Development
  • Logo Design
  • Graphic Design
  • Shopify Templates
Muriel P.

Kurtistown, Hawaii

$40/hr
5.0
30 jobs
You’re losing time and money every week doing work that automation could handle in seconds. I help businesses automate their workflows, eliminate repetitive tasks, and scale smoothly without hiring more people. Because when workflows run themselves, your team can focus on what actually drives revenue. 👋🏾 Hi, I’m Muriel. I’m a Workflow Automation & AI Systems Expert for high-performing businesses ready to go from hard-working to self-running. I build workflows that connect your entire backend: clients, projects, team, and data, so work happens automatically and results happen faster. Picture: ⚡️ Less admin ⚡️ Faster delivery ⚡️ Leaner operations You get the capacity of a bigger team, without the payroll! EXAMPLES OF WHAT I BUILD: ✅ Client Pipelines that Run Themselves Move leads from inquiry to onboarding seamlessly: proposals sent, contracts signed, and projects kicked off without manual steps. ✅ Integrated Systems That Actually Talk to Each Other Sync your tools like Asana, Slack, Gmail, and QuickBooks: no more double-entry chaos or lost information. ✅ Central Dashboards That Show Everything in Real Time Track projects, deliverables, and deadlines at a glance through connected dashboards in tools like Airtable or ClickUp. ✅ AI-Powered Workflows That Do the Busywork Automate meeting summaries, task updates, and client communications, keeping your team focused on delivery, not admin. ✅ Live Reporting & KPI Tracking Get instant visibility into workload, revenue, and team efficiency with self-updating reports that replace manual spreadsheets. 🧩 TOOLS I WORK WITH: I work across a wide range of tools, including but not limited to: → Automation & AI: Zapier · Make (Integromat) · IFTTT · n8n · OpenAI · Gemini · GPT · Claude → Project Management: ClickUp · Airtable · Asana · Monday.com · Zoho · Trello → Client Management / CRM: Dubsado · HoneyBook · ActiveCampaign · Keap · Kajabi → Communication & Team Ops: Slack · Gmail · Google Workspace · ZOOM → Email Marketing: Mailerlite · Mailchimp · Convertkit · Flodesk → Finance & Data: QuickBooks · Wave · Stripe · Xero · Google Sheets → Other Operations: DocuSign · PandaDoc · Adobe Sign · Typeform · Jotform · Google Forms I’ll optimize what you already use and integrate it with the right automations for your workflow. RESULTS YOU CAN EXPECT: ⚡️ 70–90% of repetitive admin work disappears ⚡️ Operations scale smoothly without new hires ⚡️ Every client experience and delivery feels consistent and effortless ⚡️ You finally have space to lead, not manage 💬 HEAR FROM CLIENTS LIKE YOU: ⭐️⭐️⭐️⭐️⭐️ “It was such a pleasure working with Muriel. She is patient, professional and not to mention super smart! She had so many suggestions on how I could make my workflow a success, and I truly appreciated all of her efforts in ensuring that my client onboarding process would have no friction at all. I will be hiring Muriel again! I am very pleased with her work!" — Martine, Marketing Agency Owner ⭐️⭐️⭐️⭐️⭐️ "Muriel is exactly what I was hoping to find! She knocked the job out the park and she was so great to work with. She took the time to meet with me via zoom and learn exactly what we were needing help with. She made suggestions - showing she really knew the platform we were working on. She kept me updated on the progress and finished it when she promised she would." - Whitney, Agency Owner IDEAL CLIENTS: ⚡️ Agencies juggling multiple client projects ⚡️ SaaS companies with a big client roster ⚡️ Coaching companies with growing teams ⚡️ Done-for-you service providers ready to scale ⚡️ Any business expanding faster than its systems can handle Let’s build workflows that work for you. Let's build systems that grow as fast as your revenue and free your team to focus on profit, not paperwork. Invite me to your job here on Upwork or direct Message me, and let’s turn your backend into a fully automated and powerful growing engine. ⚡️
  • Dubsado
  • ClickUp
  • Project Management
  • Project Workflows
  • Automation
  • Automated Workflow
  • Business Operations
  • Process Optimization
  • CRM Automation
  • Airtable
  • Zapier
  • Make.com
  • OpenAI API
  • ChatGPT

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