🚀 I design and fix automation‑first project management systems in ClickUp, Asana, Notion, and Monday so your team stops firefighting and starts executing.
If your ClickUp automations have stopped working, your Asana boards are chaos, or your Notion workspace is overwhelming, I specialize in fast, fixed‑price projects that stabilize your tools and give you a clean execution system in days, not weeks.
📘 Published ClickUp book author (Amazon) with a foreword by technology leader Ryan Coyne (CTO, Serhant/Netflix Series).
🏅 Top 1% Upwork Expert Vetted with 34+ technical certifications and 30+ project management systems built across 7 industries.
🛠️ AUTOMATION & PM FIXES (3–7 DAYS)
✅ Broken automations (ClickUp, Asana, Monday)
- Triggers not firing, tasks not assigning, notifications not sending.
- I audit your setup, rebuild priority workflows, test with your team, and document everything within 48–72 hours.
🧹 Workspace cleanups and structure
- Too many spaces, lists, and boards, nobody knows where work lives.
- I redesign your information architecture, archive clutter, and create clear, role‑based navigation so projects are easy to find and manage.
🤖 Single workflow builds
- Example: form submission → task creation → team notification → client update.
- I design, build, test, and document the workflow so your team can own it going forward.
⚡ Integration and sync fixes
- CRMs, calendars, and other systems not syncing properly with your PM tool.
- I diagnose the breakpoints, rebuild critical integrations (Zapier, Make, n8n, native APIs), and add basic error handling.
💻 LARGER SYSTEM PROJECTS (1–6 WEEKS)
🔄 Platform migrations
- Notion → ClickUp, Asana → Monday, Trello → ClickUp, and similar moves.
- I map your current structure, design a scalable target workspace, migrate data, rebuild key automations, and train your team.
📊 Dashboards and reporting
- KPI, workload, and pipeline dashboards for leaders and team leads.
- I connect data across tools into a single view so you can see health, bottlenecks, and capacity at a glance.
🏗️ Complete PM system builds
- End‑to‑end workspace design for teams from 2–40+ people.
- Project templates, intake flows, automation suites, documentation, and training for consistent delivery.
🤖 Advanced automation and AI
- Multi‑tool workflows across CRM, PM, finance, and communications.
- AI‑powered processes (ChatGPT, Claude, ClickUp Brain, Notion AI) plus SMS or email automation for follow‑ups and alerts.
📚 SOPs and documentation
- Playbooks, process docs, and Loom videos that match the systems we implement.
- Your operations become teachable and repeatable instead of locked in one person’s head.
🎯 WHO THIS IS FOR
🏢 Marketing agencies running 20+ active projects at a time.
🎓 Coaches and consultants needing reliable, trackable client delivery.
🚀 Startups scaling from a small core team to a larger ops org.
🏪 Service businesses outgrowing spreadsheets and ad‑hoc work.
🧑💼 Ops leaders who inherited a messy, over‑engineered workspace.
📈 Sales teams needing CRM → PM automation for clean handoffs.
⚡ HOW PROJECTS RUN
1️⃣ 30‑minute audit call to pinpoint bottlenecks and desired outcomes.
2️⃣ Same‑day fixed‑price proposal with clear scope, timeline, and deliverables.
3️⃣ Execution from 3 days to 6 weeks depending on scope, with async Loom or Slack updates.
4️⃣ Delivery with naming conventions, diagrams, and SOPs so your team understands the system.
5️⃣ Live or recorded training to drive adoption.
6️⃣ Optional monitoring period to harden the system under real‑world use.
🧰 PLATFORMS & STACK
- Project management: ClickUp, Asana, Notion, Monday.com, Jira, Trello, Basecamp.
- Automation: Make.com, Zapier, n8n, webhooks, and native APIs.
- AI: ChatGPT API, Claude API, ClickUp Brain, Notion AI.
- CRM: GoHighLevel, HubSpot, Salesforce, Keap, Zoho, Pipedrive.
- Finance: QuickBooks Online, Xero, FreshBooks, Bill.com, Stripe.
- Analytics: Looker Studio, Google Sheets, Airtable, custom dashboards.
- Communication: Slack, Microsoft Teams, Twilio SMS, email automation.
- Documentation: Google Workspace, Loom, SOP repositories.
🎁 WHAT CLIENTS TYPICALLY GET
- 5–10+ hours per week saved across the team from automation and better structure.
- Clear visibility into pipeline, priorities, and capacity instead of status‑chasing.
- Project management and automation that are simple enough for new hires to use and extend.
- A system you own fully, without long‑term dependency.
💰 TYPICAL INVESTMENT RANGES
- Quick automation and PM fixes: roughly $800–$1,500 (3–7 days).
- Migrations and rebuilds: roughly $3K–$8K (2–4 weeks).
- Full system builds: roughly $8K–$15K (4–6 weeks).
- Optional ongoing optimization retainers for continuous tuning.
🎯 READY THIS WEEK?
- Send what’s broken, your tools, and the deadline for a focused fix plan.
Asana
Project Management
ClickUp
Notion
Digital Project Management
Automation
Make.com
Zapier
Automated Workflow
Task Automation
n8n
Process Improvement
Business Process Modeling
API Integration
Business Analysis
Shaffaq N.
Orlando, Florida
$100/hr
5.0
38 jobs
Hey there! My name is Shaffaq Noor and I am a PMP and SAFe certified senior project manager and implementation specialist.
I specialize in PM & CRM buildouts and comprehensive project and product management support. I excel in leveraging tools like ClickUp, Asana, Jira, and Monday to optimize business workflows. With a strong background in automating and streamlining workflows using Make and Zapier, I am dedicated to transforming processes across various industries. From CRM customization to project and product management, I streamline operations and maximize productivity.
Expertise:
✓ ClickUp Verified Consultant
✓ Asana Ambassador
✓ Salesforce Certified Admin
✓ SmartSuite Certified Consultant
✓ Monday Certified Partner
Services:
✓ Management Tool Implementation: Implementing ClickUp, Asana, Monday, etc. and integrating with other tools in your tech stack for smooth data flow and enhanced collaboration.
✓ Project and Product Management Support: Providing comprehensive support in managing projects and product lifecycles, from planning to delivery.
✓ CRM Buildouts: Tailoring CRM solutions such as Zoho and Hubspot to your specific business requirements, ensuring a seamless fit with your existing processes.
✓ Automation Expertise: Leveraging Make and Zapier to automate repetitive tasks and optimize business workflows.
Let's discuss your CRM buildout and project/product management needs. Reach out to streamline your workflows and achieve your business goals!
Asana
Digital Project Management
ClickUp
Project Management Professional
Dev & IT Project Management
Technical Project Management
Process Optimization
Zapier
Make.com
CRM Software
Salesforce
HubSpot
n8n
Management Consulting
Agile Project Management
Erika P.
Jacksonville, Florida
$85/hr
4.4
382 jobs
👋 Hi, I'm Erika, a Verified ClickUp Consultant, Monday.com Authorized Partner, and certified Asana Workflow Specialist.
“You do not rise to the level of your goals, you fall to the level of your systems.”
🔥 Let's work together to maximize your business operations using platforms like Monday.com, ClickUp, Asana, Zapier, and Make.
✉ To get started, message me to schedule a free 15-minute discovery call!
Services Offered:
- 30-minute and 1-hour Consultations - Starting at $75
- Creating a custom workflow - Starting at $400
- Implementing a custom workspace or CRM - Starting at $2,000
- Optimizing your current workspace or CRM - Starting at $850
- Adding and troubleshooting automations - Starting at $200
- Live 1:1 Workspace Training - Starting at $150
- Live Team Workspace Training - Starting at $300
Industry Experience:
- Creative Agencies
- Marketing Agencies
- Transportation and Logistics
- Nonprofit Donor Management
- Rental Property Management
- Customer Support Services
- E-commerce Order Management
- Law Firm Case Management
- Investor Lead Tracking
- Accountant Client Management
- Real Estate Contract and Escrow Management
- Sales Funnel Management
- Email Campaign Process Management
I offer flat-rate packages, and hourly contracts depending on the scope of your project.
Looking to speed up your project? Share a brain dump or Loom video with your project details.
👩💻 Why We Should Work Together
I've implemented and optimized workflows for over 80 clients using Monday.com, ClickUp, and Asana.
🔍 I help you and your team streamline information sharing, project tracking, and communication in a centralized place.
We can leverage automation by connecting your team's everyday tools for increased productivity, and reducing the chaos of your tech stack.
Having trouble with your current automations? No worries, I can help with troubleshooting too!
What makes me a good fit for your project? I'm really good at getting what makes your business tick and creating solutions that are just right for you. I'm not a fan of generic fixes.
⭐ Experience and Skills ⭐
Monday.com Certified Core Builder
ClickUp Verified Consultant
Asana Project Management
Workflow Implementations
Workflow Optimizations
Custom CRM Implementations
Zapier & Make Automation
Asana
Zapier
ClickUp
Automated Workflow
Task Automation
Digital Project Management
Automation
Make.com
CRM Software
Amy D.
Jacksonville, Florida
$45/hr
5.0
6 jobs
US-based Executive Workflow Specialist with a proven track record in developing tailored, high-efficiency workflow systems that eliminate personal and professional logistical burdens and empower professionals to focus on what matters most.
My passion is:
1. Determining the gaps and needs of individuals and their businesses
2. Developing customized, sustainable systems to unburden business owners from administrative time-sucks and empowering them to focus on their passion work
SKILLS
* Optimizing workflow systems
* Task management and multitasking
* Calendaring and account management
* Writing and editing
* Goal coaching and accountability
PROGRAMS
* Microsoft Office (Word, Excel, Powerpoint)
* Project Management & Collaboration (Monday, Trello, Asana, Teams, Google Suite, Slack)
* Financial (Xero, Gusto, IBEW(
* Legal (Clio, LexisNexis, Ruby)
* Design (Adobe, Canva)
* Video editing (iMovie, InShot)
* Website creation & design
* Google traffic optimization
* Social media ads & analytics
Project Management
Project Workflows
Leadership Coaching
Executive Support
Virtual Assistance
Human Resources
Career Coaching
Organizational Development
Administrative Support
Automated Workflow
Writing
Education
Legal Documentation
Organize & Tag Files
Religious, Charitable & Nonprofit
Alisa M.
Hollywood, Florida
$50/hr
5.0
29 jobs
Identifying the right tools for operations and management is crucial for optimizing efficiency and productivity. When recommending PM (Project Management) and CRM (Customer Relationship Management) software, it's important to consider the specific needs and workflows of each company.
Our company is a solution partner of ClickUp, Monday.com, Teamwork, and GoHighLevel (GHL). All our implementation experts are certified and regularly update their knowledge through various webinars and courses. This ensures that we stay current with the latest features and best practices, enabling us to provide top-notch implementation and support for these tools.
Our goal is to ensure your organization operates efficiently, achieving strategic objectives with professionalism and precision, while simultaneously managing costs effectively.
Asana
Project Management
Project Workflows
HubSpot
Business Operations
Zoho CRM
Google Ads
ClickUp
Zapier
Automated Workflow
Automation
Process Improvement
CRM Software
Email Marketing
Klaviyo
Cynthia C.
Saint Augustine, Florida
$75/hr
4.8
291 jobs
Overwhelmed by systems, inbox chaos, and tasks you shouldn’t be doing? I help coaches and creative founders get back 10+ hours/week with streamlined delegation, automation, and operations.
I’m Cynthia Cavoto, an Online Business Manager and Productivity Consultant with over 15 years of experience supporting small businesses and service-based founders. I specialize in helping you delegate smarter, automate the routine, and finally feel like your business is working for you — not the other way around.
Here’s how I help:
- Build and document SOPs, CRMs, and team processes
- Set up seamless client onboarding systems
- Create dashboards and workflow automations using tools like Asana, Trello, ClickUp, Monday.com, and Google Workspace
- Clean up messy back-end operations or help you build new systems from the ground up
- Free up your time and energy so you can focus on the work that actually grows your business
Past projects include:
- Creating an automated onboarding system for a coaching team
- Building a GM accountability structure for a restaurant group
- Designing delegation systems for an ADHD therapist
- Helping a solopreneur cut 10+ hours a week from admin work
Clients tell me I bring a sense of calm to their chaos — and help them get more done with less stress. If you're looking for someone who can step in, clean up your systems, and help you scale with clarity and focus, let's connect.
Productivity Tool
Project Management
Project Workflows
Management Skills
Project Management Professional
Interpersonal Skills
Organizer
Time Management
Time Alignment
Business Coaching
Business Process Management
Business Planning & Strategy
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