Hire the Best Blue Sombrero Specialists

Too many things happening in your business at once? Projects to follow up, customers waiting, emails piling up, orders to check, calendars to manage, and tasks that somehow keep coming back to you? Hi, I’m Patrizia, but you can call me Pat. I have 10+ years of remote experience helping business owners, executives, and growing teams stay organized and keep things moving. Think of me as the person who helps turn: “I need to remember to do that.” into: “Already handled.” I work best with busy founders and teams who have reached the point where there are simply too many moving pieces to manage alone. You may not necessarily need another person waiting for instructions. You need someone who can understand what needs to happen, keep track of it, follow up, communicate with the right people, and make sure it actually gets done. That’s where I come in. HOW I CAN MAKE YOUR WORKDAY EASIER Operations and Project Management If tasks are scattered across messages, spreadsheets, and different team members, I can help bring everything together. I can manage daily operations, project coordination, deadlines, task follow ups, workflows, SOPs, reporting, quality checks, recurring tasks, and process organization. The goal is simple: fewer things falling through the cracks and fewer things you personally need to chase. Client Success and CRM Management Your clients should never feel forgotten. I can handle client onboarding, emails, calls, scheduling, reminders, CRM updates, follow-ups, billing concerns, documentation, account support, and escalations. I’ve supported 100+ attorney clients, 50+ business owners, and hundreds of real estate marketing accounts, so I’m comfortable communicating with different personalities and managing a high volume of moving parts. I work with tools such as HubSpot, GoHighLevel, ActiveCampaign, Follow Up Boss, kvCORE, Gorgias, Zendesk, and Airtable. Executive and Administrative Support Need someone to help clear the things that quietly eat up your entire day? I can take care of inbox management, calendars, scheduling, research, documents, spreadsheets, reports, meeting notes, CRM updates, invoices, expense tracking, travel coordination, and recurring administrative work. You focus on the decisions that actually need you. I’ll help manage the rest. eCommerce Operations I have several years of experience working with Shopify, Amazon, eBay, and Walmart Marketplace. I can help manage products, orders, inventory, customer questions, refunds, returns, replacements, shipping issues, suppliers, fulfillment follow ups, quotes, invoices, and overall customer experience. I’ve worked with both dropshipping and warehouse based businesses, so I understand how quickly one small order issue can turn into five more tasks. My job is to help solve those problems before they become bigger ones. Customer Service A frustrated customer does not always need a refund. Sometimes they just need someone who listens, responds clearly, and takes ownership of the problem. I can handle email, chat, and phone support for order concerns, billing questions, shipping problems, returns, refunds, complaints, appointment reminders, and escalations. I aim to protect both the customer experience and your time. Real Estate and Property Management Support I also have experience supporting realtors, rental properties, property management operations, and short term rentals. I can assist with tenant communication, lead follow ups, property listings, viewing schedules, lease records, maintenance requests, work orders, vendor coordination, rent tracking, guest communication, and property turnovers. I’ve worked with Buildium, MLS, Follow Up Boss, kvCORE, Dotloop, SkySlope, DocuSign, RPR, Zillow, and Redfin. TOOLS I’M COMFORTABLE WITH ClickUp • Asana • Trello • Notion • Airtable • Slack • Google Workspace • Microsoft Office • HubSpot • GoHighLevel • ActiveCampaign • Shopify • Amazon Seller Central • eBay • Walmart Marketplace • Gorgias • Zendesk • Buildium • QuickBooks • Xero • Canva • CapCut • Mailchimp • Klaviyo • Zapier • ChatGPT And if your favorite tool isn’t listed, I’m comfortable learning new systems. WHAT YOU CAN EXPECT FROM ME I’m proactive. I follow up instead of waiting to be reminded. I’m organized. I keep track of what is happening, what is still pending, and what needs attention next. I communicate. If something is blocked, delayed, or needs your decision, you’ll know. And most importantly, I take ownership. I don’t want you wondering: “Did Pat ever do that?” I want you thinking: “Pat’s got it.” So if your business feels like it has too many tabs open at the same time, I’d love to help you close a few of them. Invite me to your job here on Upwork and tell me what’s taking up too much of your time right now. Let’s see what I can take off your plate.

𝑰𝒇 𝒚𝒐𝒖𝒓 𝒃𝒖𝒔𝒊𝒏𝒆𝒔𝒔 𝒊𝒔 𝒈𝒓𝒐𝒘𝒊𝒏𝒈 𝒃𝒖𝒕 𝒚𝒐𝒖𝒓 𝒃𝒂𝒄𝒌𝒆𝒏𝒅 𝒊𝒔 𝒔𝒕𝒂𝒓𝒕𝒊𝒏𝒈 𝒕𝒐 𝒇𝒆𝒆𝒍 𝒎𝒆𝒔𝒔𝒚, 𝑰 𝒄𝒂𝒏 𝒉𝒆𝒍𝒑 𝒚𝒐𝒖 𝒇𝒊𝒙 𝒕𝒉𝒂𝒕. 𝑳𝒆𝒂𝒅𝒔 𝒂𝒓𝒆 𝒄𝒐𝒎𝒊𝒏𝒈 𝒇𝒓𝒐𝒎 𝒅𝒊𝒇𝒇𝒆𝒓𝒆𝒏𝒕 𝒑𝒍𝒂𝒄𝒆𝒔. 𝒀𝒐𝒖𝒓 𝑪𝑹𝑴 𝒏𝒆𝒆𝒅𝒔 𝒄𝒐𝒏𝒔𝒕𝒂𝒏𝒕 𝒖𝒑𝒅𝒂𝒕𝒊𝒏𝒈. 𝒀𝒐𝒖𝒓 𝒕𝒆𝒂𝒎 𝒊𝒔 𝒓𝒆𝒑𝒆𝒂𝒕𝒊𝒏𝒈 𝒕𝒉𝒆 𝒔𝒂𝒎𝒆 𝒕𝒂𝒔𝒌𝒔 𝒆𝒗𝒆𝒓𝒚 𝒅𝒂𝒚. 𝒀𝒐𝒖𝒓 𝒅𝒂𝒕𝒂 𝒊𝒔 𝒔𝒄𝒂𝒕𝒕𝒆𝒓𝒆𝒅 𝒂𝒄𝒓𝒐𝒔𝒔 𝒔𝒑𝒓𝒆𝒂𝒅𝒔𝒉𝒆𝒆𝒕𝒔 𝒂𝒏𝒅 𝒅𝒊𝒇𝒇𝒆𝒓𝒆𝒏𝒕 𝒕𝒐𝒐𝒍𝒔. 𝑨𝒏𝒅 𝒆𝒗𝒆𝒓𝒚 𝒕𝒊𝒎𝒆 𝒚𝒐𝒖 𝒏𝒆𝒆𝒅 𝒕𝒐 𝒄𝒉𝒂𝒏𝒈𝒆 𝒔𝒐𝒎𝒆𝒕𝒉𝒊𝒏𝒈, 𝒚𝒐𝒖 𝒉𝒂𝒗𝒆 𝒕𝒐 𝒇𝒊𝒈𝒖𝒓𝒆 𝒐𝒖𝒕 𝒉𝒐𝒘 𝒆𝒗𝒆𝒓𝒚𝒕𝒉𝒊𝒏𝒈 𝒄𝒐𝒏𝒏𝒆𝒄𝒕𝒔. 𝑻𝒉𝒂𝒕’𝒔 𝒘𝒉𝒆𝒓𝒆 𝑰 𝒄𝒐𝒎𝒆 𝒊𝒏. I’m an 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐨𝐧𝐬 & 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧 𝐒𝐩𝐞𝐜𝐢𝐚𝐥𝐢𝐬𝐭 who helps agencies and service-based businesses turn messy, manual processes into organized, connected, and automated systems. I can help you with: → 𝐂𝐑𝐌 𝐬𝐞𝐭𝐮𝐩, 𝐜𝐥𝐞𝐚𝐧𝐮𝐩 & 𝐦𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 → 𝐆𝐨𝐇𝐢𝐠𝐡𝐋𝐞𝐯𝐞𝐥 (𝐆𝐇𝐋) 𝐰𝐨𝐫𝐤𝐟𝐥𝐨𝐰𝐬 & 𝐚𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧 → 𝐌𝐚𝐤𝐞 & 𝐙𝐚𝐩𝐢𝐞𝐫 𝐢𝐧𝐭𝐞𝐠𝐫𝐚𝐭𝐢𝐨𝐧𝐬 → 𝐇𝐮𝐛𝐒𝐩𝐨𝐭 𝐂𝐑𝐌 & 𝐩𝐫𝐨𝐜𝐞𝐬𝐬𝐞𝐬 → 𝐋𝐞𝐚𝐝 𝐦𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 & 𝐟𝐨𝐥𝐥𝐨𝐰-𝐮𝐩 𝐬𝐲𝐬𝐭𝐞𝐦𝐬 → 𝐅𝐨𝐫𝐦𝐬, 𝐬𝐩𝐫𝐞𝐚𝐝𝐬𝐡𝐞𝐞𝐭𝐬 & 𝐂𝐑𝐌 𝐢𝐧𝐭𝐞𝐠𝐫𝐚𝐭𝐢𝐨𝐧𝐬 → 𝐃𝐚𝐬𝐡𝐛𝐨𝐚𝐫𝐝𝐬 & 𝐨𝐩𝐞𝐫𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐫𝐞𝐩𝐨𝐫𝐭𝐢𝐧𝐠 → 𝐒𝐎𝐏𝐬 & 𝐩𝐫𝐨𝐜𝐞𝐬𝐬 𝐝𝐨𝐜𝐮𝐦𝐞𝐧𝐭𝐚𝐭𝐢𝐨𝐧 → 𝐃𝐚𝐲-𝐭𝐨-𝐝𝐚𝐲 𝐨𝐩𝐞𝐫𝐚𝐭𝐢𝐨𝐧𝐬 & 𝐩𝐫𝐨𝐣𝐞𝐜𝐭 𝐜𝐨𝐨𝐫𝐝𝐢𝐧𝐚𝐭𝐢𝐨𝐧 But here’s what makes my approach different: 𝑰 𝒅𝒐𝒏’𝒕 𝒋𝒖𝒔𝒕 𝒄𝒐𝒎𝒑𝒍𝒆𝒕𝒆 𝒕𝒉𝒆 𝒕𝒂𝒔𝒌 𝒚𝒐𝒖 𝒈𝒊𝒗𝒆 𝒎𝒆. 𝑰 𝒍𝒐𝒐𝒌 𝒂𝒕 𝒉𝒐𝒘 𝒕𝒉𝒆 𝒑𝒊𝒆𝒄𝒆𝒔 𝒇𝒊𝒕 𝒕𝒐𝒈𝒆𝒕𝒉𝒆𝒓. I look for bottlenecks, repetitive work, disconnected systems, and processes that could be simplified or automated. Some of the systems and projects I’ve worked on include: • Built estimate-to-proposal workflows connecting forms, Google Sheets, Make, and GoHighLevel • Organized and managed 𝟐,𝟎𝟎𝟎+ 𝐂𝐑𝐌 𝐜𝐨𝐧𝐭𝐚𝐜𝐭𝐬 • Built dashboards combining data from multiple business systems • Created lead management and follow-up workflows • Connected forms, spreadsheets, CRMs, and automation tools • Helped reduce repetitive admin work by improving operational processes • Created SOPs and documented processes to make workflows easier to repeat My goal is simple: 𝒀𝒐𝒖𝒓 𝒔𝒚𝒔𝒕𝒆𝒎𝒔 𝒔𝒉𝒐𝒖𝒍𝒅𝒏'𝒕 𝒓𝒆𝒒𝒖𝒊𝒓𝒆 𝒚𝒐𝒖 𝒕𝒐 𝒔𝒑𝒆𝒏𝒅 𝒚𝒐𝒖𝒓 𝒆𝒏𝒕𝒊𝒓𝒆 𝒅𝒂𝒚 𝒌𝒆𝒆𝒑𝒊𝒏𝒈 𝒕𝒉𝒆𝒎 𝒓𝒖𝒏𝒏𝒊𝒏𝒈. They should help your business run. So if you’re dealing with a messy CRM, too much manual work, disconnected tools, or processes that feel harder than they should be, send me a message. Tell me what’s currently slowing your business down. 𝑳𝒆𝒕’𝒔 𝒔𝒆𝒆 𝒘𝒉𝒂𝒕 𝒘𝒆 𝒄𝒂𝒏 𝒔𝒊𝒎𝒑𝒍𝒊𝒇𝒚, 𝒐𝒓𝒈𝒂𝒏𝒊𝒛𝒆, 𝒐𝒓 𝒂𝒖𝒕𝒐𝒎𝒂𝒕𝒆.

⭐⭐⭐⭐⭐ "𝘈𝘣𝘪𝘨𝘢𝘪𝘭 𝘪𝘴 𝘢 𝘵𝘰𝘱-𝘯𝘰𝘵𝘤𝘩 𝘜𝘱𝘸𝘰𝘳𝘬-𝘦𝘳 - 𝘴𝘩𝘦'𝘴 𝘴𝘶𝘱𝘦𝘳 𝘳𝘦𝘴𝘱𝘰𝘯𝘴𝘪𝘷𝘦, 𝘳𝘦𝘭𝘪𝘢𝘣𝘭𝘦 𝘢𝘯𝘥 𝘢𝘤𝘤𝘶𝘳𝘢𝘵𝘦 𝘢𝘯𝘥 𝘴𝘵𝘶𝘤𝘬 𝘸𝘪𝘵𝘩 𝘰𝘶𝘳 𝘮𝘰𝘯𝘵𝘩-𝘭𝘰𝘯𝘨 𝘱𝘳𝘰𝘫𝘦𝘤𝘵 𝘶𝘯𝘵𝘪𝘭 𝘵𝘩𝘦 𝘦𝘯𝘥. 𝘞𝘪𝘭𝘭 𝘥𝘦𝘧𝘪𝘯𝘪𝘵𝘦𝘭𝘺 𝘣𝘦 𝘶𝘴𝘪𝘯𝘨 𝘩𝘦𝘳 𝘢𝘨𝘢𝘪𝘯!" - Tim H. ⭐⭐⭐⭐⭐ "𝘈𝘣𝘪𝘨𝘢𝘪𝘭 𝘸𝘢𝘴 𝘢 𝘲𝘶𝘪𝘤𝘬 𝘭𝘦𝘢𝘳𝘯𝘦𝘳, 𝘳𝘦𝘴𝘱𝘰𝘯𝘴𝘪𝘷𝘦 𝘵𝘰 𝘧𝘦𝘦𝘥𝘣𝘢𝘤𝘬, 𝘢𝘯𝘥 𝘸𝘢𝘴 𝘢𝘣𝘭𝘦 𝘵𝘰 𝘤𝘰𝘮𝘱𝘭𝘦𝘵𝘦 𝘢 𝘩𝘶𝘨𝘦 𝘴𝘦𝘵 𝘰𝘧 𝘸𝘦𝘣 𝘵𝘢𝘴𝘬𝘴 𝘰𝘯 𝘢 𝘥𝘦𝘮𝘢𝘯𝘥𝘪𝘯𝘨 𝘴𝘤𝘩𝘦𝘥𝘶𝘭𝘦. 𝘏𝘪𝘨𝘩𝘭𝘺 𝘳𝘦𝘤𝘰𝘮𝘮𝘦𝘯𝘥!" - Laura L. ⭐⭐⭐⭐⭐ "𝘚𝘩𝘦 𝘥𝘪𝘥 𝘢 𝘨𝘳𝘦𝘢𝘵 𝘫𝘰𝘣 𝘰𝘯 𝘵𝘩𝘦 𝘵𝘢𝘴𝘬, 𝘸𝘩𝘪𝘤𝘩 𝘸𝘢𝘴 𝘷𝘦𝘳𝘺 𝘥𝘦𝘵𝘢𝘪𝘭 𝘰𝘳𝘪𝘦𝘯𝘵𝘦𝘥." - Allys T. Need a reliable freelancer who can 𝐚𝐝𝐚𝐩𝐭 𝐪𝐮𝐢𝐜𝐤𝐥𝐲 𝐭𝐨 𝐲𝐨𝐮𝐫 𝐭𝐨𝐨𝐥𝐬 𝐚𝐧𝐝 𝐰𝐨𝐫𝐤𝐟𝐥𝐨𝐰𝐬? I help coaches and online business owners with 𝐭𝐞𝐜𝐡 𝐚𝐧𝐝 𝐰𝐞𝐛𝐬𝐢𝐭𝐞 𝐬𝐮𝐩𝐩𝐨𝐫𝐭 - ranging from WordPress updates and CMS management to 𝐟𝐮𝐧𝐧𝐞𝐥 𝐬𝐞𝐭𝐮𝐩 𝐚𝐧𝐝 𝐛𝐚𝐜𝐤𝐞𝐧𝐝 𝐭𝐚𝐬𝐤𝐬. With over 3 years of experience, I am continuously broadening my knowledge. Here are some tasks I can help you with (not limited to): 💻 𝐖𝐞𝐛𝐬𝐢𝐭𝐞 & 𝐂𝐌𝐒: WordPress (Elementor, Divi, WooCommerce), Webflow, Shopify, & HubsPot content updates, and migrations (30+ sites formatted). 💻 𝐅𝐮𝐧𝐧𝐞𝐥𝐬 & 𝐓𝐞𝐜𝐡: Landing pages, opt-ins, email automations in Systeme, ConvertKit, GoHighLevel. 💻 𝐀𝐝𝐦𝐢𝐧𝐢𝐬𝐭𝐫𝐚𝐭𝐢𝐯𝐞/𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐒𝐮𝐩𝐩𝐨𝐫𝐭: Google Workspace, HubSpot CRM, Canva, Asana, ClickUp. 𝐌𝐲 𝐜𝐥𝐢𝐞𝐧𝐭𝐬 𝐨𝐟𝐭𝐞𝐧 𝐝𝐞𝐬𝐜𝐫𝐢𝐛𝐞 𝐦𝐞 𝐚𝐬: 💡 Quick Learner – Easily grasp new tasks and workflows with minimal guidance. 💡 Detail-Oriented – Catch inconsistencies and maintain accuracy in every deliverable. 💡 Tech-Savvy – Adapt fast to new platforms, tools, and systems. 💡 Dependable – Reliable with deadlines and clear in communication. 💡 Proactive – Anticipate needs, streamline processes, and add value beyond the task list. I thrive in tech-based tasks and love helping behind the scenes - whether that’s formatting a blog, building a funnel draft, or organizing files. 𝙉𝙚𝙬 𝙨𝙤𝙛𝙩𝙬𝙖𝙧𝙚? 𝙄’𝙡𝙡 𝙡𝙚𝙖𝙧𝙣 𝙞𝙩 𝙞𝙣 𝙣𝙤 𝙩𝙞𝙢𝙚! 📩 If you’re looking for a 𝐟𝐥𝐞𝐱𝐢𝐛𝐥𝐞, 𝐭𝐞𝐜𝐡-𝐬𝐚𝐯𝐯𝐲 𝐕𝐀 𝐰𝐡𝐨 𝐜𝐚𝐧 𝐣𝐮𝐦𝐩 𝐢𝐧, 𝐪𝐮𝐢𝐜𝐤𝐥𝐲 𝐚𝐝𝐚𝐩𝐭, 𝐚𝐧𝐝 𝐭𝐚𝐤𝐞 𝐛𝐚𝐜𝐤𝐞𝐧𝐝 𝐭𝐚𝐬𝐤𝐬 𝐨𝐟𝐟 𝐲𝐨𝐮𝐫 𝐩𝐥𝐚𝐭𝐞, let’s connect!

I keep the backend of small remote businesses running so the people in front can do their actual jobs. For 6+ years I've been the operations person behind founders and executives in the US and Australia, usually the only one, which means I've learned to own things end to end and document as I go. What I can take off your plate: ✨ Executive support: inbox, calendar, and client communications, with priorities triaged so the urgent things surface first ✨ Onboarding and offboarding: contracts and NDAs out, logins and access in, and one clean step to revoke everything when someone leaves ✨ Invoicing and financial admin: invoicing, receivables, failed-payment follow-up, contractor payments ✨ Launch and event operations: landing pages, checkout and payment integrations, email automations, and full testing before anything goes live ✨ Documentation: SOPs and knowledge bases, built from Loom walkthroughs into written guides your team can actually follow ✨ Customer support: 14 years across email, chat, phone, social, and community, including 4 years in Zendesk Tools I use often: ⚙️ Project & Ops: Notion, ClickUp, Asana, Trello, Google Workspace ⚙️ Automation: Zapier, Make, ManyChat ⚙️ Email & CRM: ActiveCampaign, MailerLite, Flodesk, Mailchimp ⚙️ Web & Courses: Kajabi, WordPress, Squarespace, ThriveCart, Circle, Teachable ⚙️ Support & Docs: Zendesk, Shopify, Loom, DocuSign, PandaDoc, Bitwarden Two habits clients tend to keep me around for: I test everything before it goes live, and when the same problem shows up twice, I fix the cause instead of answering it again. If you want someone who keeps things running quietly and tells you the truth about what's broken, send me a message.