Your business shouldn't lose time because people have to remember what to do next.
I help businesses identify process gaps, improve inefficient workflows, and build practical CRM and automation systems that reduce manual work, improve visibility, and keep operations moving.
With 15+ years of experience in internal audit and business operations, I have spent my career examining how work gets done, identifying control and process gaps, improving workflows, and ensuring responsibilities, approvals, and follow-through are clearly defined.
I have combined that process first experience with CRM, workflow automation, business systems, and AI assisted tools to turn fragmented or manual processes into structured, trackable workflows.
What I can help you with
Process Improvement & Gap Analysis — identify bottlenecks, delays, duplicated work, unclear ownership, and inefficient processes.
Workflow Design & Automation — redesign workflows and automate approvals, notifications, reminders, follow-ups, and repetitive tasks.
CRM Setup & Optimization — structure pipelines, fields, stages, records, follow-ups, and reporting around your business processes.
Business Systems & Dashboards — create centralized systems that improve visibility, accountability, and operational control.
Process Documentation & SOPs — document who does what, when, and what happens next.
B2B Lead Generation & Outreach — build targeted prospect lists, qualify leads, and design outreach sequences that generate qualified conversations.
My approach
I don't believe in automating a broken process.
I first understand how the business works, identify where things are getting stuck, determine what can be simplified or standardized, and then design the appropriate system or automation.
Understand the process → Identify the gap → Improve the workflow → Build the system → Automate where appropriate → Measure the result.
Real-world examples
Reliever Allowance Processing Gap
During an operational review, I identified a 16-day delay in processing a reliever's allowance. The issue was a workflow gap between leave approval, reliever assignment, Regional Manager approval, HR notification, and allowance processing.
I mapped the process, identified unclear responsibility and status visibility, and designed a centralized leave and reliever tracking workflow with clear ownership, status tracking, reminders, and escalation points.
This solution delivers: faster processing, fewer manual follow ups, clearer accountability, and real time visibility across the entire leave and reliever workflow.
New Employee Onboarding Gap
I also identified an onboarding case where a newly joined team member remained without required system access and communication resources for approximately two weeks.
I examined the process and identified the underlying gap: there was no centralized workflow showing completed requirements, responsible parties, and outstanding actions.
I designed a structured onboarding workflow with ownership, status tracking, deadlines, and escalation reminders built directly into the system.
This solution delivers: faster credential provisioning, fewer onboarding delays, better cross-department visibility, and eliminated manual follow-up for HR and IT teams.
These experiences reflect how I approach process improvement: I don't just identify what went wrong, I look for why the process allowed it to happen and how the system can be redesigned to prevent it from happening again.
Tools & Technologies
I work with CRM platforms, Airtable, Monday com, GoHighLevel, Zapier, Make, Google Workspace, Microsoft Dynamics Navision, spreadsheets, dashboards, and AI-assisted workflows.
I adapt to the systems already used by your business rather than forcing a particular platform where it isn't appropriate.
What you can expect
You won't just get someone who follows a checklist. You will get someone who looks at the entire workflow, identifies bottlenecks, improves the process, documents it clearly, and helps turn it into a system your team can actually use.
Less manual work. Clearer processes. Better visibility. Stronger accountability.
If your business has processes that depend on people remembering what to do next, chasing approvals, manually updating spreadsheets, or following up on emails, let's fix that.
Send me your current process or operational challenge, and let's identify the gap and build a better way of working.
Process Improvement
Process Optimization
Process Design
Automation
Business Analysis
Business Operations
Process Documentation
Operational Planning
Operations Analytics
AI Implementation
Airtable
Zapier
HighLevel
Microsoft Dynamics ERP
Google Sheets Automation
Angelica N.
Apalit, Philippines
$15/hr
5.0
3 jobs
If you're the one making sure everything in your business is running, chasing processes, figuring out which tools you actually need, making sure nothing gets missed, that's a lot. And it's probably not why you started this business.
I take that off your plate. I come in, figure out what your backend needs, build it, document it, and run it so you can get back to the part of the business that actually needs you.
I work best with established online businesses, coaches, consultants, course creators, who are growing but the backend hasn't caught up yet. You have clients, you have a team, things are moving. But somewhere along the way the operations got messy and now you're the one holding it all together.
That's where I come in.
What I do isn't a long list of tools and tasks. I look at what you have, figure out what's actually needed, cut what isn't, and build something that works and holds up as you grow. No overcomplicating. No adding tools for the sake of it. Just a backend that runs without you in the middle of it.
If that sounds like what your business needs right now, send me a message and let's talk.
HighLevel
CRM Automation
Automated Workflow
Business Operations
Project Management
Process Documentation
Process Improvement
Zapier
Make.com
n8n
Business Management
Marketing Operations & Workflow
Lead Management
Email Automation
Client Management
System Automation
Chinasa J.
Eket, Nigeria
$10/hr
5.0
3 jobs
Are you looking for a way to eliminate manual work, centralize your operations, automate repetitive tasks, and build a business that runs on systems instead of memory?
Hi, I'm Chinasa.
I help coaches, consultants, agencies, startups, and service-based businesses build scalable Business Operating Systems (BOS) using Notion, CRM Systems, Workflow Automation, Zapier, Claude AI, Artificial Intelligence (AI), API Integrations, and Relational Database Design.
Most growing businesses don't actually have an operations problem.
They have a systems problem.
Client information lives in five different places. A CRM here, spreadsheets there, documents scattered across Google Drive, notes inside email threads, and processes that only exist in someone's head.
Onboarding a new client consumes hours of repetitive administrative work.
Follow-ups get missed because there is no reliable process behind them.
Reporting takes an entire afternoon because information isn't centralized.
Teams waste valuable time searching for answers instead of executing.
As businesses grow, these inefficiencies compound.
What worked for five clients starts breaking at fifty.
What worked with a small team becomes difficult to manage as responsibilities expand.
That is where I come in.
I design and build backend systems that transform operational chaos into organized, repeatable, and scalable business infrastructure.
My goal isn't simply to make a workspace look beautiful.
My goal is to help businesses create systems that are practical, efficient, easy to adopt, and designed to support growth.
Here's How I Help Businesses Scale
✔ Custom Notion Business Systems
✔ Business Operating Systems (BOS)
✔ CRM Setup & Customization
✔ Workflow Automation
✔ Zapier Automation
✔ Claude AI Integration
✔ Artificial Intelligence Workflows
✔ API Integrations
✔ Relational Database Design
✔ Project Management Systems
✔ Automated Client Onboarding
✔ Business Operations (BizOps)
✔ Data Centralization
✔ Workspace Optimization
✔ No-Code Development Solutions
✔ Operations Streamlining
Notion Business Systems
I build customized Notion Business Systems designed around the way your business actually operates.
Not generic templates.
Not aesthetic dashboards that get abandoned after two weeks.
But systems designed specifically for your workflows, your team, your clients, and your operational needs.
These systems often include:
• Client Management Systems
• Sales Pipelines
• CRM Databases
• SOP Libraries
• Internal Wikis
• Knowledge Bases
• Team Dashboards
• Project Management Workspaces
• KPI Tracking Systems
• Content Management Hubs
• Resource Centers
• Meeting Databases
• Operations Dashboards
• Delivery Pipelines
Everything is connected through relational databases and structured to create a single source of truth for your business.
CRM Setup & Customization
A CRM should help your business operate more efficiently.
Not become another platform nobody wants to use.
I help businesses design and optimize CRM systems that improve visibility, streamline sales activities, automate follow-ups, and strengthen client relationships.
This includes:
• Lead Tracking
• Contact Management
• Opportunity Pipelines
• Customer Journey Mapping
• Proposal Tracking
• Client Lifecycle Management
• Follow-Up Systems
• Reporting Dashboards
• Sales Process Design
• Automation Sequences
Whether you're building a CRM from scratch or improving an existing setup, I focus on creating systems that are practical, scalable, and easy to maintain.
Workflow Automation
Businesses spend countless hours every week performing repetitive administrative tasks.
Sending emails.
Updating records.
Creating folders.
Assigning tasks.
Collecting documents.
Following up with leads.
Managing onboarding.
Updating spreadsheets.
These activities can be automated.
I build Workflow Automation Systems using Zapier, Notion, AI tools, APIs, and connected applications that reduce manual effort and improve operational efficiency.
Automation services include:
✔ Automated Client Onboarding
✔ Lead Routing
✔ Form-to-CRM Integrations
✔ Internal Notifications
✔ Reminder Systems
✔ Email Automation
✔ Task Automation
✔ Approval Processes
✔ Scheduling Workflows
✔ Document Collection Systems
✔ Follow-Up Sequences
✔ Process Optimization
The result is fewer repetitive tasks, fewer errors, and more time to focus on growth.
AI Integration
Artificial Intelligence is changing how businesses operate.
I help businesses integrate AI solutions, including Claude AI, into their daily workflows to simplify repetitive cognitive tasks and improve productivity.
This can include:
• Meeting Summaries
• Prompt Libraries
• Knowledge Management Systems
• Documentation Assistance
• Content Repurposing
• Report Generation
• Internal AI Workspaces
• Client Communication Support
• Information Retrieval Systems
• Operational Intelligence
AI should support people, not replace them.
Notion
Automation
Business Operations
Project Management
Data Entry
Business Management
No-Code Development
Database Design
ChatGPT
Business Consulting
Systems Development
Virtual Assistance
Airtable
Zapier
Database Management System
CRM Automation
CRM Development
Project Workflows
Administrative Support
Automated Workflow
Catrina Mae M.
Taguig, Philippines
$5/hr
5.0
4 jobs
Virtual Assistant | CRM & Excel Automation | Reliable Admin Support
I help businesses save time and stay organized through CRM administration, Excel automation, and reliable back-office support. With 3+ years of experience at ISS STOXX, Financial Times, and LSEG, I’ve streamlined onboarding, reporting, and workflows for global teams.
Services I can offer:
✅ CRM Administration & Data Accuracy – Salesforce,l, Guardian CRM; 500+ records maintained with 100% accuracy
✅ Excel VBA Automation & Reporting – macros, pivot tables, dashboards; reduced manual task time by 90%
✅ Calendar & Email Management VA – Outlook & Gmail scheduling across EST/PST/AEST time zones
✅ Business Reporting & Documentation Support – clear, on‑time KPI and usage reports for leadership
✅ Workflow Automation Specialist – Zapier integrations to cut manual workload and improve efficiency
✅ Document & File Organization – Google Drive, OneDrive, Notion; structured folders and version control
✅ Executive & Admin Assistance – meeting notes, task tracking, project coordination for busy teams
✅ Quality Assurance & Data Auditing – compliance checks with 95%+ accuracy in high‑volume environments
✅ Customer Success & Onboarding VA – account setup, client enablement, usage reporting for SaaS/CRM teams
✅ Process Improvement Consulting – identify bottlenecks, design automation solutions for smoother workflows
✅ Team Communication & Coordination – Slack, Trello, Jira; async updates and cross‑functional collaboration
✅ Social Media & Content Support (Basic) – Canva graphics, post scheduling, light content assistance
✅ Data Validation & Cleanup Specialist – ensure reliable reporting, error‑free datasets, and compliance
I work independently, communicate clearly, and deliver accurate results without constant supervision. Let’s discuss how I can support your operations and free up your time.
Virtual Assistance
Administrative Support
Data Entry
Calendar Management
Email Management
Microsoft Excel
Salesforce
CRM Software
Business Process Automation
Executive Support
Quality Assurance
Google Docs
Ticketing System
Chidinma Beatrice E.
Lagos, Nigeria
$15/hr
4.9
15 jobs
🗨️ "Chidi was a great assistant, easy to work with, attentive and made my life easier!"
🗨️ "A proactive and invaluable asset to any team... consistently delivering results."
I've spent 3+ years in operations and client-facing roles before I ever touched automation. I know what breaks for a client when onboarding is slow or a follow-up gets missed, because I've managed that side of the business myself.
Now I build the systems that fix it so the manual scramble disappears, and what's left is fast, consistent, and repeatable.
A few numbers instead of a pitch: 100% job success score across 13 completed projects, $20K+ earned, and 3,366+ hours on the ground in ops and client support roles. On the build side, a workflow that auto-populates five Notion databases from a single intake source, and automation pipelines that run lead capture through to scheduled send with no manual handoffs.
I work best with founders and small teams in wellness, coaching, hospitality, fitness, and revenue ops who care about how their clients experience the business, not just whether the backend runs. One past client specifically called out my ongoing upskilling in the well-being, health and management space, a niche I'm actively building toward.
What I Build:
Client Experience Automation
- Onboarding pipelines, from first contact to kickoff, with no manual steps
- Automated follow-up and nurture sequences with human approval gates where it matters
- AI-powered support triage and reply drafting (AI API)
Workflow & Systems Automation
- n8n workflows (self-hosted): lead capture, conditional routing, scheduled sends
- Notion database architecture and automated population at scale
- Zapier / Make integrations when a client's existing stack requires it
Operations Backbone
- SOPs and process docs teams actually follow
- CRM setup, retention reporting, performance tracking
- Team task and accountability systems
I build every workflow with the client in mind. A system that runs cleanly and makes someone feel taken care of is the actual goal, not just one that technically functions.
Skills: Customer Success Operations, Client Experience Automation, n8n, Notion Automations, AI Workflow Integration (Claude/GPT API), Client Onboarding Automation, CRM Setup, SOP Creation, Process Mapping, No-Code Automation, Zapier, Make
Tell me the process that's currently eating your time. The onboarding step. The follow-up that slips. The manual data entry nobody wants to do. I'll map out exactly how I'd automate it within 24 hours.
n8n
Notion
AI Implementation
Customer Experience
Customer Onboarding
CRM Automation
Process Documentation
Google Workspace
Automated Workflow
Quality Control
Operations Management Software
No-Code Development
Business Operations
Airtable
Zapier
HubSpot
Dawn M.
Pasay, Philippines
$20/hr
4.0
1 jobs
I have 12 + years of experience in Project and Operations Management specializing in CRM, CMS, Web and App Development, and Digital Marketing.
I am skilled at assisting C-suite executives with management, inclusive leadership, optimizing team productivity, digital solutions, people engagement, project scoping and planning, coordination, strategy approaches, and streamlining operational flows. I love finding solutions to complex problems. I am skilled in cross-functional collaboration and project execution. I thrive in a results-driven collaborative environment.
I’ve worked in the non-profit sectors, particularly in the environmental space building coalitions and movements working together towards a common goal. I’ve worked in several startups, working alongside founders, to build their businesses, scale their operations, and lead project teams on several product and campaign developments.
I have hands-on experience automating marketing or business processes with CRM such as Hubspot and GoHighLevel. I also have extensive experience developing Shopify stores and CMS websites using wordpress, webflow, squarespace, and storyblok. I set up project management tools such as Jira, Asana, and ClickUp.
My Core Skills are:
✅Business Process Automation (visual workflows, process builder, approvals, etc)
✅Set up and managing Project Management tools including their integrations
✅Consulting and providing solutions based on best practices.
✅Create SOPs, templates, dashboards, and reports
✅Custom Web (Shopify and CMS) and App Development
✅Branding and Strategy Consulting
✅UI/UX design consulting
✅Integration and Automation
✅CRM automation and integration
✅Creating social media paid marketing campaigns
✅SEO and content development consulting
✅Customer Service and Client Management
I help companies transform and optimize their operational processes utlizing the full potential of their business.
Let me know how I can help you by reaching out to me.
Happy to Help!
Report Writing
Online Market Research
Business Development
Community Management
Project Management
Social Media Strategy
Database Management
Research & Strategy
Operational Planning
Operations Management Software
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