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Hello! I'm Meg - your biz systems and marketing tech muse. If you are a solopreneur or small business drowning in tech overwhelm, stuck in tool indecision, or ready to finally get your systems running like clockwork - I'm your gal. I bring equal parts creative thinking and technical expertise to every project. Whether you need a done-for-you CRM build, a marketing funnel setup, or a guided done-with-you implementation so you can hit the ground running with your new tool, I can make it happen. CRM Setup & Client Service Fulfillment Automation I specialize in full CRM setup - from inquiry through off-boarding, so that your client experience is smooth, professional and as automated as you desire. Not sure which CRM is right for you I can also help you find your best match. Tools: - High Level (+white labels - FGF, FEA Create, Biz Systems Magic, etc) - HoneyBook - Dubsado - 17hats Digital Marketing, Funnels & Automation I build the tech side of your marketing - email sequences, pages, funnels, checkout, and chat marketing and the automations to make it run, so that your audience moves seamlessly from stranger to paying client. Tools: Email Markeitng: High Level, Kit, Active Campaign, FloDesk, Mailerlite Chat Marketing (FB/IG DM & comment automations): High Level, Manychat Website, Funnel & Page Builders: High Level, Elementor/Wordpress, Wix, Squarespace, Kajabi, Systeme, ThriveCart, Clickfunnels, Convertbox Online Course & Community Platform Setup Is your course ready but the tech is tripping you up? Or maybe you are ready to start your free or paid community? I can help you choose a tool and get it live! I set up and support: - Course Platforms: High Level, Kajabi, MemberVault, ThriveCart Learn/Academy, Systeme - Community Platforms: Heartbeat, High Level, Systeme, Skool Other productivity and Design tools: Notion, Clickup, Airtable, Smartsuite, Plutio, Slack, Milanote, Miro Canva, Affinity, Adobe Creative suite, Camtasia, Loom Who I work with I primarily work with 1:1 or 1:x service providers - consultants, coaches, practitioners and creatives (who may also sell digital products, create courses or programs, and host communities.) Sweet spot niche clients - Sleep Consultants (Baby, Child and Adult) and Spiritual & Wellness Practitioners. A bit about me I bring 25+ years of experience to the table. For many of those years I dual-tracked as the owner of my own photography studio alongside a corporate role. I worked in process improvement, project coordination, business analysis, and software system setup and administration. That combination gave me a rare blend of real-world business ownership experience and structured systems thinking. In my eight years of freelancing, I’ve honed down to what I do best: tool-centered strategy, done-for-you implementation, and hands-on training. I thrive on learning new software, embracing change, and building systems that keep your business humming without taking over your life. Innovation is my happy place. Ready to get some systems automagical goodness going in your biz? Check out my project catalog for ready-to-go offerings, or send me a message and let’s chat about your project!

Most CRMs end up half-built, half-used, and fully ignored. I build the kind that don't. I'm Brooke — a CRM and operations strategist helping founders, agencies, and small teams move from scattered tools and reactive workflows to one streamlined system that runs the back end of their business. Not a template dump. Not a half-finished automation. A real system, designed around how you actually work. Most clients come to me after one of three things: → They've tried to DIY a CRM and hit a wall → They've hired someone who left them with a half-built mess → They've outgrown the duct-taped systems they started with What I do differently: I think strategically before I build. Every engagement starts with a system audit and tech stack review — because the wrong platform sets you back six months, and the right one sets you up for years. Before we build anything, I make sure you're in the right place from day one. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ WHERE I SPECIALIZE CRM Setup & Optimization HoneyBook · Dubsado · Aisle Planner → Full account setup, branded client-facing materials, lead forms, scheduler integration, proposal/contract/payment automation, email templates, and workflow mapping. These are my home base — the platforms I know inside and out, the work I do best, and the projects I get most excited about. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ WHERE THINGS EXPAND A CRM is rarely the whole story. Most projects grow into broader operations work as we uncover what's actually breaking behind the scenes: Project Management Systems Asana (preferred) · Monday · ClickUp → Workspace architecture, SOPs, recurring task workflows, team onboarding, and integration with your CRM. Automation & Integration Zapier · Flodesk · Google Workspace → Connecting the tools you already use so your back end runs without you babysitting it. Scheduling & Admin Infrastructure Acuity · Calendly · Google Workspace (Gmail, Drive, Calendar) → The everyday tools that connect your CRM to your calendar, inbox, and file system — configured to work as one. Operations Strategy & Process Design → Client journey mapping, workflow audits, and the strategic thinking that makes the build actually work. Often the best work happens when we go deeper than the original scope. If your project starts as a CRM setup and grows from there, that's normal — and welcomed. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ WHO I WORK BEST WITH Agencies and small teams are my favorite challenge — when multiple people need to use the same system, that's where strategic system design really pays off. I also work with established solo founders who are scaling toward a team and need infrastructure that can grow with them. Industries I know well: → Wedding & event professionals — venues, planners, photographers, florists, makeup artists, and event designers → Coaches & consultants → Creative service providers — social media manager, brand designers, web designers, copywriters, videographers, interior photographers → Online service businesses → Accountants, educators, and agency owners If you've been running your business out of a mix of inboxes, spreadsheets, and "I'll fix it later" — let's fix it now. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ WHAT YOU CAN EXPECT → A system audit and tech stack review before we build anything — so you're in the right place from day one → Real check-ins and full transparency on where we are in your project and what I need from you → A shared portal that keeps everything in one place — perfect for teams who need quick access to project status, deliverables, and resources → Magic-link access straight from your inbox (no passwords, no friction) → A system designed around your workflow, not someone else's → Team training and documentation included — so your team knows how to use what I build, and you're not the one stuck training them later → Ongoing support so you don't get stuck three weeks in ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ A FEW THINGS TO KNOW BEFORE YOU REACH OUT → I typically work hourly with manual time tracking → I require a 6-month scheduled rate increase clause If your CRM is a mess — or your whole back end needs an overhaul — send me a message. Let's talk about what real systems could look like for you.

Hi, I’m Melissa — an Online Business Manager and Tech Integrator with a focus on systems & operations. I'm the one business owners ping when they’re drowning in tasks, their team’s scattered, and their “systems” are basically sticky notes and crossed fingers. I don't just organize — I optimize. My specialty? Turning messy, hacked-together operations into clean, scalable, and automated systems that actually support growth. What I bring to the table: 📌 Day-to-Day Management – keeping projects, people, and priorities on track without you babysitting. ⚡ Tech Integrations + Automation – ClickUp, Dubsado, Zapier, Circle.so, Kajabi, and beyond. 🚀 Course & Digital Product Launch Support – backend, workflows, and delivery handled so you can stay in creator mode. 🗂️ SOPs & Process Docs – clarity in processes that lets your team run without you. 🔍 System Audits + Workflow Optimization – I’ll find the bottlenecks and fix them before they choke growth. Why me? Because I've been doing this for 15+ years, and I don't just "check tasks off a list." I think like an owner, anticipate problems before they hit, and build operations that free you up to actually run (and enjoy) your business. I'm not someone who waits for instructions or needs hand holding — I'm your partner who sees three steps ahead and gets it done. Certifications + Street Cred: - ClickUp Verified Expert + Ambassador - Certified Online Business Manager (Tina Forsyth + Sarah Noked) - Marie Forleo's B-School Alumni - Amber McCue's Freshly Implemented Alumni - Real Estate VA Academy Alumni - Plus: Advanced training in automation, ops, and digital business systems (aka I live and breathe this stuff). If you're ready to stop being the bottleneck in your own business, let's talk. I'll bring the structure, strategy, and execution you've been missing.

I am a detail-oriented bookkeeping professional with a background in accounting and auditing, seeking QuickBooks Online bookkeeping and cleanup projects for small businesses. Whether you need someone to tackle a backlog, manage ongoing monthly books, or bring order to messy financials, I bring the experience and reliability to get it done right. My path in finance started with an accounting degree and early career experience as an auditor, giving me a strong foundation in accuracy and attention to detail. From there, I moved into financial accounting and bookkeeping, where I found my stride partnering with small business owners - digging into the details so they have the clean, current financial information they need to run their business. Along the way, I launched my own business - a home staging business - and have managed all of the financials myself. That experience gave me firsthand understanding of the challenges small business owners face when it comes to keeping books current and staying on top of cash flow. That's exactly what drives the work I do now. Whether you're behind on reconciliations, or are looking for reliable monthly bookkeeping maintenance, I'm here to help. Let's connect!

Supporting platforms including Mailchimp, ActiveCampaign, Flodesk, Zapier, ThriveCart, 17Hats, SquareSpace, WordPress, HoneyBook, Dubsado, Keap, GoHighLevel, and more. Helping entrepreneurs simplify the tech and systems that keep their business running. I’m LaKenya Kopf, founder of Kopf Consulting | Virtual Tech Assistance. For more than 18 years, I’ve helped entrepreneurs and small business owners manage the tools, systems, and automations that support their business behind the scenes. From CRMs and email marketing to automations, forms, integrations, client onboarding, and workflow setup, I help make sure your systems are connected, organized, and working the way they should - without you having to spend hours figuring it out yourself. I support a wide range of business platforms, including but not limited to Keap, Mailchimp, GoHighLevel, Kit, FloDesk, ActiveCampaign, Zapier, Dubsado, HoneyBook, Ontraport, WordPress, and SquareSpace. I regularly work within my clients’ preferred tools and existing systems, helping keep everything running smoothly as their business grows. Examples of more niche platforms include MarianaTek, Xplor, Close CRM, NeonCRM, and many others. My focus is helping business owners spend less time frustrated with tech and more time focusing on the work they actually want to be doing. Many of my clients come to me because: • Their systems no longer work well together • Their automations are outdated or inconsistent • Their backend processes have become overwhelming • Their onboarding and follow-up workflows are still manual • Their business has outgrown DIY setup solutions • They are tired of trying to manage all of the tech on their own With a background in customer service, quality assurance, and inbound marketing, I bring both attention to detail and practical business experience to every project. Whether it’s cleaning up automations, connecting platforms, maintaining website content, troubleshooting issues, or improving workflows, I help business owners create systems that are easier to manage and more reliable day to day. Simply put: I support the tools businesses use to convert leads, serve clients, and keep operations moving - while helping business owners remove themselves as the bottleneck. If you’re looking for experienced backend tech support without the overwhelm, let’s connect.

Hi, I'm Ramon. I build automated marketing systems that save businesses 20+ hours per week and turn leads into paying clients on autopilot. What I've built recently: Automated client onboarding systems that cut setup time from days to minutes • Review generation systems that automatically request Google reviews • AI booking bots that convert 40% more leads into scheduled calls • Quote system API integrations that sync pricing in real-time • Phone migrations from RingCentral to High Level with zero downtime • LinkedIn lead generation automation feeding directly into CRM workflows • Custom dashboards with real-time lead source visibility • AI-assisted MVP builds using vibe coding I'm a Certified High Level Admin with 3+ years of daily platform experience (since January 2023), plus marketing automation work since 2017 using ClickFunnels, ActiveCampaign, and Zapier. My background combines nearly 20 years of B2B support with hands-on automation across insurance, health & wellness, home services, real estate, and financial services. What makes my approach different: I build complete marketing systems that actually work together. My specialty is automating the manual tasks eating up your time—lead follow-up, client onboarding, review requests, appointment booking—through High Level, Make, N8N, and smart integrations. Recent builds: High Level Systems: Snapshot templates for sales teams (lead forms, chat, email/SMS sequences, custom dashboards, phone systems, pipelines) • AI Studio websites with custom calculators and booking systems for insurance agents • Phone system migrations (RingCentral to High Level, documentation, carrier approvals) • Subaccount exports/imports for agencies • Multi-platform review systems (Google/Facebook automation with timing triggers) Advanced Integrations: API integrations using Make and N8N (quote systems to High Level, automated follow-up, real-time dashboards) • LinkedIn lead gen via PhantomBuster to High Level • Webhook integrations from WordPress forms to High Level automations • Facebook lead ads with instant follow-up • Slack, email, SMS notifications when leads arrive or calls book AI-Assisted Development: MVP builds using High Level AI Studio • No-code/low-code prototypes with Claude Code and Antigravity • Custom tools and calculators • AI-powered workflow automation I handle the technical stuff most avoid: A2P verification for SMS compliance, complex integrations, CRM migrations, custom reporting. My IT background means I'm patient with troubleshooting and test everything before it goes live. Tech stack: Platforms: High Level (Certified Admin), Make, N8N, Zapier AI & Development: High Level AI Studio, Claude Code, Antigravity, ChatGPT, Claude, Gemini Integrations: PhantomBuster, RingCentral migrations, WordPress webhooks, Stripe, PayPal, API work Experience with: ClickFunnels, ActiveCampaign, WordPress, most major CRMs Specialties: API integrations, phone system setup/migrations, SMS compliance (A2P/10DLC), review generation, AI-assisted MVP development, N8N automation Why clients work with me: ✅ US-based (Florida, Eastern Time) - same timezone, fast communication ✅ Available 30+ hours weekly - responsive and reliable ✅ Bilingual (English/Spanish) - diverse client base ✅ Clear communication - no ghosting ✅ Documentation included - SOPs and training videos for everything ✅ IT background - 20 years troubleshooting complex issues ✅ Certified High Level Admin - official platform expertise Industries served: Insurance • Health & Wellness • Home Services • Real Estate • Financial Services • Local Businesses If your marketing tools aren't talking to each other or you're doing the same tasks repeatedly, I can help. I build systems that work and stick around to keep them working.