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MAC Manage, LLC Helping businesses stay organized, efficient, and moving forward is what I do best. I have 10+ years of experience supporting business owners, executives, and growing companies by managing projects, improving operations, coordinating teams, and handling the day-to-day details that keep businesses running smoothly. Throughout my career, I've been trusted to wear many hats—from project manager and operations manager to executive assistant, quality assurance specialist, bookkeeper, and marketing coordinator. My experience includes: ✔ Project Management & Coordination ✔ Operations Management & Process Improvement ✔ Executive & Virtual Assistance ✔ Data Entry & Administrative Support ✔ QuickBooks, AP/AR & Bookkeeping Support ✔ Website & Digital Marketing Project Coordination ✔ WordPress & Website QA Testing ✔ Branding, Graphic Design & Marketing Materials ✔ SOP Creation & Workflow Documentation ✔ Vendor & Client Communication ✔ Scheduling, Research & Organization ✔ Microsoft Office, Google Workspace & CRM Management I pride myself on being proactive, detail-oriented, and dependable. I learn new systems quickly, communicate effectively, and take ownership of every project I manage. Whether you need someone to organize your operations, coordinate projects, support your executive team, or simply keep everything running efficiently, I'm committed to delivering high-quality work on time and with professionalism. If you're looking for someone who treats your business like it's their own, I'd love the opportunity to help.

I work with founders, small businesses, and organizations in the space between ideas and execution. That might mean taking the beginning of a new program and working through the offer, customer experience, systems, technology, timeline, marketing, and launch. Or it might mean looking at something that already exists and figuring out what needs to change for the next version to work better. I’ve helped develop and launch coaching cohorts and courses, built customer journeys and backend systems, managed email and marketing campaigns, created websites and landing pages, coordinated events, worked directly with clients and their customers, and managed projects from concept to completion. A lot of that work has been with coaches, therapists and mental health professionals, entrepreneurs, professional associations, and larger corporate accounts. What I’ve always enjoyed most about my work is that I get to use both sides of my personality. I genuinely love figuring out how something should work, building it, and seeing it come together, but I’m also very much a people person. I think that’s why I’m drawn to work where the systems and the people are so connected. Getting the backend right matters, but so does what that creates for everyone interacting with it. Areas I can support: → Program, course + offer development → Business operations + operational planning → Project + launch planning → Customer journeys + client experience → Systems + workflow development → Marketing + email campaign coordination → Client, contractor + partner coordination → Websites + digital experiences → Events, webinars + member engagement → Process improvement + documentation Tools I’ve worked in: Notion, Monday, Higher Logic, ConvertKit (Kit), Constant Contact, GrowthZone, Thinkific, Wix, Squarespace, Canva, Zapier, & Google Workspace.

Hi, I’m Erica Concepcion, an Operations Manager and Business Systems specialist with 10+ years of experience helping service-based businesses, property managers, and startups streamline operations, organize finances, and implement systems that support growth. I help businesses move from chaotic workflows and disconnected processes to organized, scalable operations that improve efficiency, transparency, and profitability. My background spans property management, legal operations, and service-based companies, where I’ve led teams, implemented operational systems, and managed financial workflows for multi-property portfolios and growing businesses. As the Founder of Savvy Pro Solutions, I partner with entrepreneurs and management teams to simplify complex operations through process design, automation, financial organization, and strategic operational support. What I Can Help With Operations & Systems ✔ Business operations management ✔ Process improvement & workflow optimization ✔ SOP creation and documentation ✔ Digital organization and systems implementation ✔ CRM setup and management Project & Team Management ✔ Virtual team leadership (teams of 8–12) ✔ Workflow implementation and accountability systems ✔ Cross-team coordination and operational planning Business Consulting ✔ Current-state operational analysis ✔ Process redesign and efficiency strategy ✔ Operational scaling support for startups and growing businesses Financial Operations & Bookkeeping ✔ QuickBooks setup, cleanup, and financial organization ✔ AP/AR tracking and invoicing systems ✔ Account reconciliation and financial reporting support Property Management Operations ✔ Property management systems support ✔ Vendor coordination and operational workflows ✔ Portfolio financial organization and reporting My Approach I believe strong operations come from clear systems, transparent processes, and empowered teams. My work focuses on building sustainable operational structures, not temporary fixes. The goal is always to create systems that make your business easier to run as it grows. Clients value my work because I bring: ✔ Analytical, systems-driven thinking ✔ Clear communication and proactive problem-solving ✔ A structured approach to complex operational challenges ✔ A collaborative leadership style that keeps teams aligned Additional Highlights • Founder of Savvy Pro Solutions • QuickBooks ProAdvisor Certified • Certified Apartment Manager (CAM) • Bilingual: English & Spanish Skills and actionable tasks: 🔶Operations management (rhythm of business, budget management, planning, strategy and execution) 🔶Project management (workflows, process improvement, reviews, documentation and analysis) 🔶Strategy consulting (current and future state analysis, recommendations, research) 🔶Digital Organization 🔶CRM Setup/Management 🔶Creating and Implementing SOPs 🔶Virtual Team Management [experience managing teams of 8-12] 🔶Social Media Management | Content Creation 🔶Bookkeeping [Invoices & Receipt Creation, Quickbooks Setup & Cleanup, AP/AR Organization & Tracking] Tech Stack: 🔷Microsoft Office: Word, Excel, Project, Powerpoint, SharePoint, Teams 🔷Google Workspace (Meets, Docs, Slides, Sheets, Drive, Calendar) 🔷Asana, Slack, ClickUp, Trello, Monday, Notion, and Basecamp 🔷Canva 🔷Dropbox and OneDrive 🔷Zoom 🔷Mailchimp 🔷Quickbooks, Wave Accounting, Freshbooks, and Zoho 🔷Gusto and ADP 🔷Clio 🔷Guesty, Breezeway, and Appfolio

Are you hungry to scale your business, but feel like there are too many thoughts, and small tasks stopping you from focusing on growth? Thoughts like… How do I get more clients? How do I level up my branding? What are my marketing tactics? Can my current processes handle the growth? Do I add a team member? Can I myself handle the growth? Am I ready mentally? The list of thoughts goes on and on, but at the bottom of that list, there is one thought that will always remain: You can do it. I’d love to embark on that journey with you. You know what direction you want to go, but require someone with business experience to help you implement your vision. That's where I come in. 🔵 With over 10+ years of sales, marketing, and operational experience. I can help you with marketing strategy, branding, positioning, funnel mapping, content strategy, and MUCH more. From an operational stand point, I can help you or your team with resource management, project tracking, task organization, workflow design, SOP design, and improving operational inefficiencies overall. Heck...I also don't mind playing the role of a therapist sometimes if you need to vent! ...Running your own business can be a grind. I get it. (I have a coaching certification in behavioral design) The clients I typically work with are heart-centered entrepreneurs seeking: ✔️ A reliable partner they can TRUST ✔️ Digital marketing guidance and strategy ✔️ Strategic thought counsel for business growth ✔️ Ways to operate leaner, either as an individual, or as team ✔️ To make a positive impact on the lives of others HIGHLIGHTS ⭐ One of my clients was able to grow her revenue from $1.1M to $1.7M in less than 1-year because of the amount of "waste" we eliminated from her personal workflow, and business workflows. She operates a 15+ employee agency, and had 25+ active clients during our implementations. ⭐ Another client was able to grow her Linkedin audience from 800 non-targeted followers, to over 3,000+ TARGETED followers in less than 10 months. She hosted a Linkedin event and had over 200 attendees just from sending invites to her audience. She's closed 5+ B2B prospects that discovered her through linkedin. What would results like this do for your business? We may be a great fit if you are thinking: - ”I’m sick of working with freelancers who take forever to respond” - ”I need a second brain that cares just as much as I do" - ”I want someone who is enthusiastic and great to work with” - ”I want someone who cares about the quality of their work” - ”I want someone who will go above and beyond” My primary areas of skill are: 🟢 Marketing (branding, market research, strategy, funnel design, linkedin marketing, podcast & influencer marketing) 🟢 Operations {​​​​​​​​​scheduling, organizing, client communication, lead gen, SOP development) 🟢 Project management (agile, budgeting, resource management, planning and deadline accuracy) ⭐️ MY CORE OFFERS: #1: Basic & Advanced Business Audits #2: Strategic Growth Partner Retainers #3: Marketing Strategy & Optimization #4: Systems & Scaling Implementation #5: Performance & Mindset Coaching Working with me will allow you to: 🟡 Rely on my diverse skillset rather than paying 1-4 separate contractors at once 🟡 Open up more space to focus on the tasks that need your attention 🟡 At least 2X your output 🟡 Feel more organized 🟡 Have peace of mind and clarity 🟡 Operate as the best version of you Clients I LOVE to work with: ● Coaches and Consultants (B2B or B2C), Solopreneurs ● Have been in business 2+ years and are ready to make the leap ● Are open-minded ● Value integrity & relationships ● Communicate clearly and effectively (I don't mind criticism, it's how we grow!) Personal info I live in Florida. I primarily operate on Upwork between 10am-4pm eastern Monday through Thursday. I do this work full-time. Some of my personal hobbies include cooking, exercise, and outdoor activities like playing sports, or paddleboarding. Sound like a good fit? 🟢 Press '...' button then ‘Send Message’ button in the top right-hand corner 💬 Write me a personalized note on what your needs are so we can discuss via a call Tools/platform stack Basecamp, Asana, Monday.com, Clickup, Google Suite, Mailchimp, Active Campaign, Klaviyo, Hubspot, Hootsuite, Zendesk, Wix, Wordpress, Shopify, Elementor, Squarespace, Instagram, Facebook, Linkedin, SEMrush, MightyNetwork, Circle.io, Box, 1password, Active Campaign, Convertkit, Honeybook, Zapier, ChatGPT & more. Expertise summary (this is here for keyword purposes) lead generation, marketing strategy, brand strategist, online business manager, content marketing, project management, decision making, linkedin, business plan, business analysis, business coaching, online business, social media management, OBM, book marketing, team management, online business coaching, branding coach, online marketing coach, online business consultant, online business coach, performance coach

🚀 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.

For over 10 years I have helped membership, online education, and service-based businesses improve the systems connecting their CRM, website, payments, and customer communications. My background includes more than six years of hands-on ActiveCampaign + MailChimp management for a membership business supporting more than 20,000 customers. I built and maintained customer journeys including lead capture, onboarding, engagement, purchases, failed-payment recovery, cancellations, reactivations, and customer access across ActiveCampaign, MailChimp WordPress, WooCommerce, Memberium, LearnDash, BuddyBoss, ThriveCart, and Zapier. I can help with: • ActiveCampaign, MailChimp and Keap forms, automation setup, troubleshooting, and optimization • CRM audits, tagging strategies, custom fields, and segmentation • CRM migrations and system simplification • Landing pages, forms, CRM integrations, and lead capture workflows • Membership, course, and payment system integrations • Lifecycle, renewal, reminder, and customer onboarding automations • Testing, QA, documentation, and Loom walkthroughs • Coordinating developers and technical vendors to keep projects moving I’m at my best when a business has systems that are broken, overly complex, or difficult to maintain. I take the time to understand how the business works, identify the real source of the problem, and build practical solutions that are reliable, scalable, and easy for the team to manage long after the project is complete. I have also been a consultant when someone has outgrown their original tech stack and wants to migrate to something better. I can guide the selection and lead the implementation as needed.