If work keeps getting lost in Slack, spreadsheets, meetings, or people’s heads, I build the operating layer that makes it visible, owned, and moving.
I help founders and leadership teams turn scattered execution into a structured system with clear ownership, clean workflows, and dashboards that show what’s happening, what’s stuck, and what needs a decision.
My work is best for teams that need:
- A central view of projects, priorities, and follow-up.
- Better ownership across people, partners, and departments.
- Dashboards and reporting that support leadership decisions.
- Workflow design that reduces manual chasing and constant status meetings.
- A system that feels clear, reliable, and built to scale.
What I build:
- ClickUp workspace architecture, dashboards, automations, and reporting.
- SharePoint operational hubs, document control, and centralized visibility.
- Power Automate workflows, alerts, and reporting pipelines.
- Notion documentation systems and lightweight execution hubs.
- Google Workspace coordination and reporting structures.
I operate like an extension of leadership: I take the objective, build the structure, surface issues early, and keep execution moving without unnecessary complexity.
If you need someone who can translate operational chaos into a system people actually use, that’s where I fit best.
Asana
Management Skills
Project Management
Task Coordination
Executive Support
Vendor Management
Event Planning
Process Improvement
Policy Analysis
Documentation
Google Workspace
Notion
Intuit QuickBooks
Calendar Management
Email Communication
Liliandy S.
Panama City, Florida
$27/hr
4.8
23 jobs
I’m a passionate marketing professional with a bachelor’s degree in marketing and a master’s in international business. I have experience working with affiliate marketing platforms, supporting brands campaign setup, creators acquisition, and account management, along with experience as a virtual assistant and marketing assistant for realtors and the podcast NMP. These opportunities have helped me develop a strong and versatile skill set in marketing, communication, and organization. I’m also fluent in English and Spanish, which has allowed me to connect with diverse clients and teams.
What drives me is organization and effective communication. I thrive on using my knowledge of tools like Canva, Slack, HighLevel, Meta Business, Buffer, TikTok Business, Monday, Trello, ClickUp, Asana, Salesforce, Wix, Shopify, Calendly, Google Suite, Notion, and Microsoft Suite to help teams streamline their processes and reach their goals.
I love collaborating with others and finding creative solutions to challenges. Let’s connect and see how we can work together to achieve great things!
Asana
Social Media Marketing Strategy
Digital Marketing
Salesforce
Online Store Customization
Ecommerce Store Setup
Web Design
Wix
Shopify
Virtual Assistance
HighLevel
Personal Administration
Travel Planning
WordPress
Business Consulting
Erika P.
Jacksonville, Florida
$85/hr
4.5
385 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
Edward U.
Boca Raton, Florida
$75/hr
4.6
62 jobs
🚀 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
ClickUp
Notion
Project Management
Digital Project Management
Automation
Make.com
Zapier
Automated Workflow
Task Automation
n8n
Process Improvement
Business Process Modeling
API Integration
Business Analysis
Aleli H.
Orlando, Florida
$22/hr
5.0
27 jobs
I'm a self-starter who's super organized and can work independently without needing constant guidance. I thrive under pressure and always deliver high-quality work, even when deadlines are tight.
I've got a strong foundation in communication and can easily understand and follow complex instructions. Plus, I have 19 years of solid experience in Customer Service, so I know how to stay on track even with the most complicated projects.
I'm a pro at navigating things like...
- Shopify
- Slack
- Shipstation
- Shipbob
- Reamaze
- Google Suite
- Helpscout
- Stripe
- Klaviyo
- Oberlo
- Asana
- Gorgias
Order Processing
Order Tracking
Customer Support
Customer Service
Administrative Support
Management Skills
Product Knowledge
Data Entry
Email Communication
Shopify
Refund Processing
Jonathan V.
Pembroke Pines, Florida
$25/hr
5.0
27 jobs
It's in the small details that leaves the largest impacts✊
Hi, I'm Jonathan and I can streamline your company's workflow and bring structure to the chaos! With my experience working in project management I have gained the experience needed to handle everything behind the scenes . Most of all, I take pride in being resourceful, tech-savvy and proactive. And that's exactly who you need to ensure things are handled, especially as AI and Automation continues to develop. I specialize in these categories:
👨💻Project Management
📅Calendar Management
✉️Email Triage
📈Process Optimization
📃Automation and Reporting
But it doesn't stop there! As an Executive Assistant, I have acquired a variety of skills and techniques to be as efficient as possible and help you stand out! I am proficient in the following:
- Trello, Asana, Notion
- Airtable
- Google Calendar, Calendly
- Zapier
- Salesforce, Hubspot
- Database Management
- Excel, Google Sheets
- Slack/MS Teams
- ChatGPT
- Loom
- Canva
- Video Editing
- Zoom
- And Much More!
You are always welcome to reach out to me with any questions. I understand your time is valuable so you can expect a quick response. Hope to hear more from you soon
Thanks,
Jonathan
Microsoft Office
Administrative Support
Social Media Management
Ecommerce
Manage Ecommerce Site
Virtual Assistance
Call Center Management
Customer Support
Data Entry
Data Analysis
Data Cleaning
Microsoft Excel
Customer Service
Product Management
Business Development
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