Hire the Best Business Planning & Strategy Freelancers
in the United States
Sacramento, California
Hi, I’m Regina 😊 I help businesses improve their email marketing through strategic campaigns, automations, and customer journey flows that help keep leads and customers engaged instead of slipping through the cracks. Most clients come to me when their emails feel scattered, inconsistent, or they know they should be doing more with email but don’t know what the next step should be. I help create a clear, organized system behind the scenes so everything works together more effectively and feels easier to manage long term. Credentials & Expertise: ✔ $1M+ earned for clients as a Top Rated Plus freelancer ✔ Experience across Klaviyo, HubSpot, Mailchimp, and similar platforms ✔ Background in business + technical systems What I Bring to Your Business: ✔ Organized email systems that work together ✔ Automations for leads, customers, and ongoing engagement ✔ Campaigns that feel consistent and on-brand ✔ Better targeting so customers get more relevant emails ✔ Clear planning behind the scenes so email feels easier to manage ✔ Strategy focused on long-term growth and retention Extra Value for My Clients: ✔ Custom strategy flowcharts to map out your email system ✔ Clear planning for automations, campaigns, and follow-up ✔ A more organized view of how your emails work together ✨What Clients Say✨ ✔ “Regina mapped out our full email lifecycle with a detailed flowchart before building anything. She identified gaps in our customer journey, cleaned up our segmentation, and implemented automations that actually made sense together. What felt scattered before is now a clear, structured system.” ✔ “We brought Regina in during a migration and she handled everything from setup to integrations and automation. She made sure nothing broke, improved the overall structure, and left us with a system that’s much easier to manage and build on.” ✔ "Regina was incredibly organized and easy to work with throughout the entire project. She helped simplify what felt overwhelming, explained things clearly, and built a much more structured email system that finally made sense for our business.” 📩 Thanks for taking the time to read my profile! I’d love to learn more about what you’re working on. Send me a quick message and let’s chat. :-)
- Email Marketing
- Email Campaign
- Email Marketing Strategy
- Email Marketing Consultation
- Mailchimp
- HubSpot
- Klaviyo
- MailerLite
- Constant Contact
- Email Automation
- Email Design
- Email & Newsletter
- Email Template
Phoenix, Arizona
...do you have a have a startup idea that you need to validate & build? ...or an existing business that you need to fine tune with research & development, to be Go To Market Ready? Hello I'm Elissa & thank you for visiting my profile! I am a 5★ UpWork Expert Vetted All-In-One startup and business consultant from Arizona, United States, and in the past 15+ years, I've have partnered with over 250+ founders around the world to achieve startup success in various stages of development: DISCOVER, PLAN, LAUNCH & GROW STAGES. No matter where you are in your startup journey, I provide all resources from A-Z. ***Let's set up a free (15-min) call to discuss your needs, and set up a game plan*** MY EXPERTISE AT A GLANCE: ★ Market Research & Feasibility Analysis: Actionable insights to validate and refine your business ideas. ★ Startup MVP Development: From concepting to wireframing, ensuring your product meets market needs. ★ Strategic Business Planning: End-to-end business plans, financial modeling, and investor-ready pitch deck presentations. ★ Branding & Positioning: Unique strategies that make your brand stand out in competitive markets. ★ Go-to-Market Strategy: Execution plans tailored to target demographics, including customer journey optimization. HIGHLIGHTS OF SUCCESS: ★ $10M+ investor funding unlocked for various clients with market-ready business plans. ★ Led 250+ startups to success, including SaaS, tech, healthcare, and consumer brands. ★ Empowered WIN Energy Drink to refine its buyer personas, optimize feasibility studies, and craft an investor-winning pitch deck. ★ Partnered with LocalFarmOK to build a robust urban farm event business plan, attracting new markets and investors. CLIENT FEEDBACK SPEAKS VOLUMES: “Her business plan and market insights transformed our pitch deck into a winning tool. Within months, we secured our first round of funding!” – Local Farm OK, Founder “Elissa's guidance on scaling our MVP saved us six months of trial and error. A game-changer for our operations.” – WIN Energy Drink, CEO WHY CHOOSE ME? ★ Over 15 years of startup experience and entrepreneurial excellence ★ Expert Vetted by UpWork, having coached over 250+ startups worldwide ★ "Quality and professional" work is the core standard for all deliverables ★ Proven ability to drive long-term growth while mitigating risks ★ Transparent, collaborative, and committed to your success HOW CAN WE START? Book a free (15-min) consultation call today to discuss your business goals. Together, let’s: ★ Solve your most pressing challenges. ★ Align your vision with a data-backed strategy. ★ Create results that make your startup thrive. Ready to elevate your business? Let’s start now.
- Market Research
- Research & Strategy
- Product Development
- Business Analysis
- Business Consulting
- Startup Consulting
- Corporate Brand Identity
- Strategic Plan
- Marketing Management
- Marketing Strategy
- Industry & Competitor Analysis
- Consumer Research
- Consumer Profiling
- Competitor Research
- Pitch Deck
Saint Augustine, Florida
Hi, I’m Francis, Founder of Yventure Brand Strategy Partners. I help consumer brands go-to-market, win retail, and scale high-performing DTC systems that actually convert. I bring 20+ years of experience leading growth inside $400M to $3.5B companies, with a track record of launching 200+ products and driving 100K+ retail placements across Walmart, Costco, Whole Foods, and Amazon. I’ve built brands from the inside, not just advised from the outside. 🚀 Results Led go-to-market strategy for Clubtails, scaling to #3 RTD brand in the U.S. with 90,000+ stores and the #1 canned margarita Launched Clubtails Crushers from concept to shelf, securing 15,000+ placements pre-launch Grew Godshall’s into the #3 turkey bacon brand with 400% growth in 18 months and 23,000+ stores Scaled Quick N Eat to the #1 frozen burger patty in the U.S. Improved DTC conversion rates by 19%+, increased revenue per visitor by 13%, and lifted AOV by 20% through CRO and A/B testing Helped win Walmart Vendor of the Year (2×) and Instacart Best in Class 💡 What I Do Go-to-market strategy from concept through launch and revenue growth Retail sell-in strategy, buyer decks, and category positioning Brand positioning, messaging, and packaging that drives conversion DTC growth across Shopify, Meta, Google, and Klaviyo Conversion rate optimization (CRO), landing pages, and A/B testing Amazon and omnichannel growth systems ⚙️ How I Work I don’t just advise. I own the go-to-market and build the system around it. Most brands don’t have a traffic problem or a retail problem—they have a system problem across positioning, sell-in, and conversion. I define positioning, build the GTM plan, align retail and DTC, then either lead or plug directly into your team to execute. Every decision is grounded in real performance data across retail and digital, with a strong focus on conversion and revenue. For many clients, this evolves into a long-term partnership where I lead growth across the business. 🏆 Why Clients Hire Me Proven track record building #1 and #3 brands in competitive categories Deep experience across Walmart, Whole Foods, Costco, Amazon, and more Strong balance of strategy, execution, and measurable results 📩 Let’s Connect If you want to pressure-test your go-to-market, retail strategy, or conversion funnel, send me a message and I’ll give you direct, actionable feedback on where your biggest growth opportunity is. I work with a limited number of brands at a time to stay deeply involved in both strategy and execution.
- Business Planning & Strategy
- Brand Consulting
- Food & Beverage
- Health & Wellness
- Brand Development
- Brand Strategy
- Strategic Planning
- Retail & Consumer Goods
- Marketing Consulting
- Pitch Deck
- Brand Identity & Guidelines
- Label & Packaging Design
- Digital Marketing Strategy
- Brand Identity
- Social Media Marketing
Oxford, Ohio
Emmanuel has worked with over 500 clients, created 3000+ business plans and investors documentations, and helped raised over $800M in business funding, bank financing, SBA loan, and investor capital. Key Highlights:: ✅ Top 1% Business Plan Writer on Upwork, Financial Modelling Expert, and Pitch Deck Designer ✅ 100% Positive Client Feedback due to 99% Funding Rate via SBA Loan, Bank Financing and Investors ✅ Specialist Consultant for top 5 financial institutions in North America ✅ Proven Results with verifiable client remarks spanning over 5years on Upwork ✅ 97% Repeat Client Rate - "5/6 clients re-hire me for future projects" About Me:: First, let me share with you, what past clients said about me:: • Emmanuel is an excellent business plan writer who values every single dollars and we are super thankful to him for working with us on a tight budget. In the end, he delivers a mind-blowing business plan, business proposal, and also completes our business case profile. It is a privilege's to be recommending him. Thanks again for your help - James Albert from Florida, United States • Myself and my wife had a tough time choosing a business plan writer on this platform, but this guy caught our attention and we decided to give him a chance. For more than 20 years, I and my wife have never been in agreement over a single decision, but today, we unanimously agreed that Aina is a professional business plan writer and we are happy we worked with him. Less I forget, our business plan has been approved! Laura and Mathew. Second, get to know about me:: For over a decade, I have worked as a Business Plan Writer, Executive Business Plan Reviewer, and Funding Incubator Officer and I have been involved directly in the successful planning and implementation of over 100 startups - in over 20 countries, including the United States of America, Canada, Australia, United Kingdom, UAE, Europe, and the rest of Africa. As a Business Plan Writer with incredible business writing skills, business planning strategy, business modelling, business plan, and business continuity planning capability, I have worked with leading organizations that are responsible for funding startup businesses in North America - this includes, SBA loan departments, small scale business banking institutions, and crowdfunding agencies for startup entrepreneurs. Through my on-the-job work experiences with these organizations, I have gathered unrivaled expertise needed to write WINNING BUSINESS PLANS that SBA offices, BANKS, and INVESTORS are looking for and I know how to craft a business plan that will compel loan organizations and grant providers to sign the approval document. Third, why I'm I special and what makes me amazing? ✅ I have worked directly with entrepreneurs, business owners, business managers, and CEO's of startup businesses and I have helped them in raising over $500M in investment funding. So, I know what it takes to write incredible business plans that is relevant and effective. ✅ I have proven academic pedigree and work experience that makes me a top flying candidate; including bachelors degree, masters of business administration, project management certification, and I have over a decade experience in business consulting, business coaching, and business case documentation writing. ✅ Having worked within the SBA funding disbursement department, I have first hand knowledge about what the SBA offices are looking for in a business plan. By combining my writing fluency with my work experience - I guarantee that you will receive a COMPLETE BUSINESS PLAN that will transform your vision into a lender-ready, investor-attracting document that eliminates red flags, builds credibility, and gives your startup the best shot at securing funding 📊📉📄. I have the capability to write a winning business plan for a trucking, logistics, transportation, home care, elders care, restaurant, bar/wine, coffee/tea, real estate, hospitality, medical, fitness &gym, retail/wholesale, cannabis, agriculture, eCommerce, and all types of businesses. Contents Included • Executive Summary • Company Description • Business Overview and Summary • Mission and Vision Statements • Goals, Objectives, and Milestones • Products and Services • Industry Analysis and Summary • Market Statistics and Reports • Industry Summary, Facts, and Figures • Economic Relevancy and Analysis • Strategy and Implementation Summary • Execution Strategy and Plan • Marketing Plan, Social Media Plan, and Offline Plan • SWOT Analysis • Financial Analysis and Excel Spreadsheet Please send me a message to learn more about your needs and to discuss why I am the most qualified freelancer to help you make a difference and help you get the loan, investment, and funding that you need for your business launch, project scaling, and startup funding. Best Regards, Emmanuel
- Business Planning & Strategy
- Business Plan Writing
- Business Proposal Writing
- Business Strategy
- Business Plan
- Business Writing
- Executive Summary
- Investor Overview
- Financial Plan
- Marketing Plan
- Grant Writing
- Business Consulting
- Market Research
- Pitch Deck
New York, New York
I build investor-ready and transaction-ready materials for founders, funds, family offices, private companies, and operators preparing for important capital moments: pitch decks, CIMs, business plans, financial models, lender packages, investor memos, board materials, and strategic partner decks. I’m an Expert-Vetted freelancer on Upwork, ranked in the Top 1%, with work that has helped clients raise over $150 million in capital and support more than $2.7 billion in enterprise value. That work has contributed to two $1B+ fintech platforms and several companies now valued at over $200 million. Most of my work comes down to one thing: helping smart teams turn complex businesses into clear, credible materials that investors, lenders, buyers, boards, and strategic partners can actually use to make decisions. Over the past several years, I’ve built across three ventures: a direct-to-consumer athletic apparel subscription brand, a mobile fintech startup, and my consulting practice. I also served as Chief Executive Officer of AgentLoop, an investor-backed global PropTech company reimagining the home-buying experience. Before building on my own, I completed Robert W. Baird’s leadership rotational development program inside one of the country’s leading middle-market investment banks. The program placed me across more than 20 functions of the firm, giving me a practical understanding of how capital markets organizations operate across divisions, from investment banking and fixed income to fund management, private equity, private wealth, operations, research, and business development. That experience gave me a direct view into how capital moves, how sophisticated financial institutions make decisions, and how institutional-quality materials need to be structured. I bring that investment-bank rigor into every investor and transaction document I build: clear narrative, disciplined financial logic, rigorous process, and materials built for serious decision-makers. I work with companies and investors across AI, fintech, PropTech, SaaS, marketplaces, e-commerce, luxury mobility (hybrid/electric hypercars, eVTOLs, eJets), regulated industries, sustainability, education, and consumer brands. My projects have included AI-enabled fintech business plans, pitch decks for luxury mobility platforms, capital-raising materials for e-commerce and cannabis companies, market research for major digital music streaming platforms, and strategic documentation for funds, founders, and portfolio companies. I operate across three global hubs: Spain in the European Union, Colombia in Latin America, and New York City in the U.S. That gives me a practical vantage point across major capital, innovation, and cross-border business corridors, especially for companies building with international investors, customers, partners, or expansion plans in mind. In practice, I help clients with: ✅ Confidential Information Memorandums / CIMs ✅ Investor pitch decks and fundraising decks ✅ Business plans and executive memos ✅ Financial models and valuation support ✅ Private placement and capital-raising materials ✅ Lender packages and SBA financing materials ✅ Board decks, investor updates, and IC-style memos ✅ Strategic partner decks and transaction narratives ✅ Market research and competitive analysis My process was shaped through founder/operator experience, close collaboration with Pre-Seed, Seed, and Series A investors across New York City and Silicon Valley, and the analytical discipline of a mid-market investment banking environment. I focus on building materials with strong positioning, clean financial logic, credible assumptions, disciplined design, and the precise information investors, lenders, acquirers, and committees need to make decisions. Clients have used my work to secure funding from: ✅ Private investors and global investment syndicates ✅ Venture capital firms and private equity funds ✅ SBA-approved lenders, traditional banks, and alternative financing institutions ✅ Friends, family, angels, and strategic capital partners Beyond the deliverables, I care about being the kind of partner founders and investors want in the room when the stakes are real. Please work with me if: ✅ You value a premium, investor-ready product ✅ You want thoughtful strategy, not just task completion ✅ You appreciate prompt, high-quality execution ✅ You communicate clearly and stay engaged throughout the process ✅ You understand that strong fundraising and transaction materials require real thinking, not shortcuts I hold an MBA from the University of Wisconsin-Madison, a degree in International Business and Marketing from Marquette University, and completed financial planning education through Northwestern University. Outside of work, I train in Mixed Martial Arts, read across philosophy, history, investing, and business, and travel often. I speak and write fluently in English and Spanish. Click 'Invite' or 'Hire' to discuss your upcoming capital moment.
- Business Planning & Strategy
- Business Consulting
- Business Presentation
- Business Development
- Venture Capital Consulting
- Investor Overview
- Pitchbook
- Business Plan
- Business Strategy
- Management Consulting
- Presentation Design
- Graphic Design
- Microsoft PowerPoint
- Business Analysis
- Data Visualization
- Presentations
- Pitch Deck
Jersey City, New Jersey
UpWork's most experienced attorney freelancer. Licensed attorney with 15 years of experience. Trusted advisor to businesses, entrepreneurs, professionals, and individuals seeking practical legal guidance, strategic risk assessment, and effective solutions to legal and business challenges. Experience includes contracts, labor & employment matters, business disputes, liability issues, intellectual property, legal research, and strategic advisory services. Graduate of Vermont Law School and Seton Hall University with four advanced degrees. Since launching my practice, I have assisted more than 1,000 businesses and individuals with contracts, disputes, employment matters, risk management, compliance, and strategic legal guidance. I focus on practical solutions, responsive communication, and helping clients make informed decisions that protect their interests and achieve their objectives. Just read what my clients have said below.
- New Jersey State Bar Association
- New York State Bar Association
- Workplace Safety & Health
- Copy Editing
- Legal Consulting
- Business Services
- Policy Writing
- Nonprofit Organization
- Contract Drafting
- Legal Writing
- Contract Law
- Contract Negotiation
- Corporate Law
- Legal Research
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