Mentor/Coaching for Automation Tools & Operating as a Freelance

Posted 2 weeks ago

Worldwide

Summary

I have 10+ years of experience in large financial organisations, and have spent the last 5 years in a "process improvement" area, working on automation and process optimisation. However tools were limited and we had to make do with less than optimal options. I'm now looking to take my "process improvement" skills into a freelance consulting space, however I have some blind spots I want to work on when it comes to operating in a freelance capacity, and utilising new and modern tools that I'm not hugely familiar with in practice. I'm not looking for a generic course or technical training. Instead, I'm looking for an experienced freelancer, consultant, or automation specialist who can help me understand how they deliver real client projects using modern automation and no-code tools. Ideally that person is also well versed on using UpWork. Areas I'm interested in: Make.com Zapier Airtable Softr Power Automate AI workflows and agents SME automation projects Process audits and workflow redesign Upwork/freelance consulting + other relevant tools What I'm looking for: -1-3 hours of paid mentoring/coaching, possibly more -Real-world examples of projects you've delivered -How you scope, price, and deliver projects -Common client requests and how you solve them -Tool recommendations and learning priorities -Honest feedback on my background and market positioning A successful connection will mean: -I've significantly advanced my understanding of operating in a freelance space -I am more familiar with tools and how and when to apply them -I have a greater appreciation for process automation outside of my current bubble -I have greater confidence in my abilities to deliver successful projects Please tell me: -Your background and areas of expertise. -The types of automation projects you typically see or deliver. -High level description of some cool things you've worked on. -Which tools you use most often. -Brief mentoring plan so make the most of our time together. And we can go from there!

  • Less than 30 hrs/week
    Hourly
  • 1-3 months
    Duration
  • Intermediate
    Experience Level
  • $20.00

    -

    $40.00

    Hourly
  • Remote Job
  • Ongoing project
    Project Type
Skills and Expertise
Mandatory skills
Process Improvement
Automation
Activity on this job
  • Proposals:20 to 50
  • Last viewed by client:2 weeks ago
  • Hires:
    1
  • Interviewing:
    4
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Jun 14, 2026
  • Ireland
    Cork12:42 AM
  • $40 total spent
    1 hire, 0 active

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