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Chelsea W. Status: Offline
Austin, United States
78% Job Success

Monday.com + Asana Expert | Business Consultant | PMP | CRM + Sales

Hey, I’m Chelsea – Your Certified Project Management Professional (PMP) & Business Systems Analyst Specializing in Monday.com and other software solutions to help streamline. With 10+ years of experience in project management, CRM development, and business process optimization, I specialize in Monday.com setups, workflow analysis, and systems integration to help businesses streamline their operations and boost productivity. 🔹 Certified Monday.com, Asana, and ClickUp Expert As a Certified Monday.com Consultant, I excel in building custom CRMs, automating workflows, and integrating key business tools like Salesforce, HubSpot, and Google Workspace. My focus is on helping businesses streamline processes, track tasks in real-time, and make data-driven decisions with ease. 🔹 Streamlined Onboarding Process Working with me is simple and efficient. I start with an intake form to gather all essential information, followed by delivering a framework and strategy plan tailored to your business needs. Once the strategy is approved, I handle implementation and provide updates via Loom videos and Standard Operating Procedures (SOPs) to ensure your team is always informed and ready to use the new workflows. 🔹 Comprehensive Workflow Consultation & CRM Development I offer full workflow consultation, from assessing your needs to delivering a customized CRM in Monday.com, Asana, or ClickUp. My systems enable your team to collaborate seamlessly, track sales pipelines, and manage projects across departments. 🔹 API Integrations and Automations I build custom API integrations that connect all your tools directly into Monday.com or Asana, automating repetitive tasks, ensuring data accuracy, and improving communication across your business. 🔹 SOP Creation, Training, and Video Updates I provide detailed SOPs, Loom video updates, and hands-on training to keep your team informed and capable of using the new systems and automations. This ensures full adoption of new workflows and seamless operation. Industries & Teams I’ve Helped: SaaS Companies Tech Startups Product Management Teams B2B Companies Sales Teams Real Estate Investors Marketing Agencies Manufacturing Firms Healthcare Providers E-commerce Businesses Investors HR Departments Construction Companies Franchise Businesses Nonprofits Educational Institutions Private Practices HR Providers Grant Management Key Solutions I Provide: Monday.com CRM Setup & Customization Create a fully integrated CRM system within Monday.com that tracks leads, client communications, and project pipelines. I design solutions that simplify task management, sales tracking, and data organization for businesses of all sizes. Automation and Workflow Streamlining I set up advanced automations and integrations to reduce manual work and ensure teams can focus on key tasks. From automating follow-ups to managing data flow, I build systems that improve productivity and accuracy. Data Management & Reporting I design custom dashboards and reports within Monday.com and Asana, offering clear insights into team performance, project progress, and overall business health. Certifications & Skills: Certified Monday.com Consultant Certified Monday CRM Expert Certified Asana Expert PMP-Certified Project Manager HubSpot & Salesforce Specialist API Integration Developer ClickUp Automation Specialist Certified Business Systems Analyst Why Work With Me? With my proven expertise in business operations, CRM development, and workflow optimization, I deliver real, actionable solutions tailored to your unique business needs. Whether you’re a B2B firm, sales team, or tech startup, I’ll help you build streamlined systems that maximize efficiency and productivity. ✔️ Seamless Onboarding Process ✔️ Proven Results with Custom Solutions ✔️ Tailored Strategies for Maximum Impact
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Skills

Skills

Get started working with Chelsea quickly with these predefined projects.

Get started working with Chelsea quickly with these predefined projects.

You will get Asana buildout and workflow optimization, with training!

From $350
2 days delivery

You will get a FULL Monday.com Buildout - revamp your business

From $350
2 days delivery

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