Hire the best Business Planning & Strategy Freelancers in the United States

Name: Business Planning & Strategy professionals
Brand: Upwork
Rating: 4.8 (582 reviews)

Check out Business Planning & Strategy Freelancers in the United States with the skills you need for your next job.

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Clients rate Business Planning & Strategy professionals

4.8/5

based on 582 client reviews

$150 hourly
Carlesia H.
- 5.0/5
- (46 jobs)
I am a results-driven financial leader with a proven track record of building robust accounting processes tailored to the unique needs of fintech startups. My expertise spans strategic tax planning, comprehensive bookkeeping, and tax preparation services, with a particular focus on emerging sectors like crypto, ai, e-commerce and real estate. As a Contract CFO, I have played a critical role in facilitating startup capital acquisition, creating scalable accounting frameworks, and ensuring financial compliance, which have been instrumental in driving growth and stability for innovative companies. With a deep understanding of the latest tax laws and regulations, I excel in designing and implementing streamlined processes that enhance efficiency, accuracy, and compliance. My ability to stay ahead of industry trends and legislative changes allows me to offer cutting-edge solutions that meet the evolving needs of clients. Whether overseeing audits, managing day-to-day bookkeeping, or preparing tax returns, I am committed to delivering exceptional financial stewardship and fostering the success of forward-thinking organizations. In short, what I'm selling is peace of mind. Entrepreneurs are experts in their craft and shouldn't be distracted or discouraged with the numbers.

Business Planning & Strategy
Financial Projection
Company Valuation
Bookkeeping
Cryptocurrency
Bank Reconciliation
Business Analysis
Accounting Principles & Practices
Accounting Basics
Tax Law Compliance
Tax Preparation
Financial Analysis
Tax Planning & Advisory
Strategic Plan
QuickBooks Online
Microsoft Excel
Startup Consulting
Corporate Tax
$110 hourly
Nicole J.
- 4.9/5
- (29 jobs)
Customers have been at the heart of my entire career, holding roles in Account Management, Customer Success, Technical Support, Support Engineering and Management. I am driven by the opportunity to use my 15+ years of customer facing experience and 10 years in SaaS roles to elevate customers, partners and teams in all life cycle phases through operational success. I enjoy meeting clients where they are, gaining a deep understanding of their needs and helping them achieve their goals through strategic and tactical efforts. Expertise in: -Support strategy, including rapid growth stage, B2B, distributed/remote teams. -Support operations including end-to-end hiring and onboarding, internal and external knowledge bases or documentation, process development (including cross-functional), product development lifecycle and release process, metrics tracking and dashboards. -Tactical support including Tier 1, 2 or 3 ticket responses, in addition to seasonal, holiday and after-hours coverage.

Business Planning & Strategy
People Management
Help Scout
Startup Consulting
Project Management
Product Onboarding
Knowledge Management
Documentation
Startup Company
Ticketing System
Performance Management
User Experience Strategy
Intercom
Helpdesk
Customer Experience
Business Operations
Product Support
Zendesk
$60 hourly
Margarita C.
- 4.9/5
- (22 jobs)
👔 Your business matters. Don’t just hire any business writer, hire someone with experience as a business owner who has had to write their business plan, get funding, and do everything you are doing now. Experience is the best teacher! As an accomplished CEO of JumpRydz.com with 15+ years in the transportation industry, I built a successful, self-operating business, raised over $500k for my business, and now I teach other entrepreneurs how to build their successful framework, train their teams, and accomplish their goals. On UpWork, my clients receive detailed work including all the information necessary to start, grow, or improve their businesses. I offer Business Plan Writing, Pitch Deck Writing & Pitch Deck Design, Grant Writing, Business Consultant Services, and Mentorship.

Business Planning & Strategy
Business Analysis
Grant Application
Grant Writing
Marketing Plan
Pitch Deck
SWOT Analysis
Business
Grant Proposal
Grant Research & Prospect List
Business Proposal
Business Plan Writing
Business Coaching
$90 hourly
Jay F.
- 5.0/5
- (21 jobs)
I'm the Founder of Peel Strategic. I emphasize relationship building through a personable approach to business. My focus is on increasing brand value, sales growth, and positioning clients for where they want to go. Areas expertise include: strategic partnerships, market/consumer research, business development, lead generation, and strategic product placement/marketing. I have partners who focus on digital services such as website development/design, SEO, animation, social, and design. Areas of focus include: Start-ups, small businesses, tech, wellness/fitness/health, fashion, hospitality (bars, restaurants, hotels), and e-commerce.

Business Planning & Strategy
Relationship Management
Sales Development
Sales
Business Strategy
Product Development
Product Marketing
Business Development
Startup Consulting
Growth Strategy
Marketing
Customer Development
Digital Marketing Strategy
Sales & Marketing
$35 hourly
Emmanuel A.
- 4.9/5
- (150 jobs)
Emmanuel has worked with over 200 clients, created 2000+ business plans and investors documentations, and helped raised $500M+ in business funding, bank financing, SBA loan, and investor capital. With over 10 years experience in business plan writing and specialized industry experience with the SBA and conventional bank guidelines, I am the complete package to help you create a strategic business plan, to achieve your funding goals and objectives - Give me a chance. Over the last ten years, I have worked with small, medium, large, and global corporations to create EFFECTIVE BUSINESS PLANS that helped startups, new enterprises, and fortune 500 companies generate FUNDING OPPORTUNITIES through SBA loan, bank loan, government financing, grants, and minority opportunities 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 an effective business plan that will help you raise the fund you are looking for. 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 I am available to jump on a call to discuss your project needs, business plan requirements, and expectations. 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
Pitch Deck
Market Research
Business Consulting
Grant Writing
Marketing Plan
Financial Plan
Investor Overview
Executive Summary
Business Writing
Business Plan
Business Strategy
Business Proposal Writing
Business Plan Writing
$40 hourly
Andre M.
- 5.0/5
- (34 jobs)
For the past 20 years, Andre Mouro has been the President and owner of International Business Partners, which provides the following services: Proposal writing and development for Government and Commercial RFP's Business development and related consulting services. Andre Mouro has 40 years of domestic and international experience in the management of business development, proposal preparation, sales, marketing, manufacturing, construction, finance, administration and strategic business planning functions. His background includes extensive knowledge in the management and administration of various USA and international divisions, subsidiaries and joint venture companies, with profit & loss responsibility. Past assignments include various USA locations, Europe and the Middle East, in various capacities including Contracting Engineer, Contracts Manager, Project Administrator, Vice President Sales / Marketing, and General Manager / Managing Director responsible for all sales, manufacturing and construction operations, finance and administrative departments. Andre graduated from the University of Massachusetts at Lowell with a degree in Civil Engineering.

Business Planning & Strategy
Business Writing
Business Development
Business Plan
Request for Information
Request for Proposal
Proposal Writing
Project Proposal
Budget Proposal
Management Consulting
Business Proposal Writing
Sales & Marketing
$55 hourly
Isola S.
- 4.8/5
- (162 jobs)
Using the ARF framework, I help early-stage startups and nonprofits in securing funding and driving growth by crafting: - Comprehensive business plans/ proposals with feasible financial projections - Concise and visually stunning pitch decks that are impossible to ignore - Tailored grant proposals that open funding floodgates Founders who must win choose me. No wonder that my past clients have raised $150M+ combined funding over the years. Leverage my expertise and experience to actualize your funding dream. My Services: 1. BUSINESS PLAN WRITING & FINANCIAL PROJECTIONS: As a business planner, I craft comprehensive and well-researched business plans that outline your business' vision, mission, market, competition, SWOT, execution plan, marketing plan, financial plan, etc. You need a business plan with financials if you want to: ✅ Start a business ✅ Document the overview, plans and strategies of your existing business ✅ Attract investors, and position your business for other funding opportunities ✅ Get a dilutive or non-dilutive funding ✅ Get an SBA loan or win a grant ✅ Buy or sell a business ✅ Establish a company in a new state or country ✅ Meet official requirements for business operations ✅ Seek crowdfunding ✅ Demonstrate that you understand your industry well enough ✅ Showcase your business' financial standing and profitability potential through a robust financial analysis (financial overview, startup cost analysis, profit and loss analysis, revenue projections, cash flow statement, worth valuation, break-even analysis, etc.) 2. INVESTOR PITCH DECK WRITING & PRESENTATION DESIGN: An average investor receives 20-50 pitch decks every day, but only a few are considered for funding. My investor-ready pitch deck solution will help your business stand out from the crazy competition for funding. It is no coincidence that my past clients have raised more than $100 million from funders (VCs, angel investors, banks, and government agencies). Reach out to me to craft a narrative that secure appointments and close deals with investors in different stages including: - Pre-seed funding - Seed funding - Series A round 3. GRANT WRITING: I am a game-changer for nonprofits looking to access federal, state and private grant funding opportunities, having helped my past employers raise over $20 million over the years. Not sure which grant opportunities are right for your organization? Not a problem! I will research the right grants for your organization, and position you to win them. My specialization cuts across: ✅ SBIR grants ✅ NSF grants ✅ NIH grants ✅ STTR grants ✅ DoD grants ✅Grants.gov grants ✅RFPs, etc. Send me a direct message or an invitation to discuss further on how I can help you in getting the funding you need to advance your ideas/ initiatives.

Business Planning & Strategy
Financial Modeling
Microsoft PowerPoint
Budget Planning
Financial Projection
Market Research
Business Writing
Grant Application
Grant Proposal
Nonprofit
Grant Writing
Presentation Design
Pitch Deck
Business Plan Writing
Business Plan
$50 hourly
Georg G.
- 4.9/5
- (50 jobs)
👋 Please write to me directly, and you'll receive 15 minutes of free consultation ☎️ ! You’re here because your company needs strategic marketing leadership without the overhead of a full-time executive. Whether you're scaling a startup, entering new markets, or restructuring your marketing operations, I bring clarity, speed, and execution to your business development and growth initiatives. I work as a Fractional Chief Marketing Officer and Business Development expert with companies across the U.S. 🇺🇸 and internationally 🌏. With over 15 years of experience and more than 300 successful marketing projects behind me, I help Founders and CEOs solve real business challenges—not just “do marketing.” What You Can Expect When We Work Together 📍 Fast, clear diagnosis of your marketing problems 📍 A sharp go-to-market strategy rooted in research and business goals 📍 Effective marketing operations setup—from hiring teams to leading execution 📍 Honest collaboration grounded in an owner’s mindset (I’ve been one, too) 📍 Independent work ethic—I’m not an agency, I don’t delegate blindly, and I don’t waste your time Whether you’re pre-launch, in early growth, or navigating a plateau, I’ll help you move forward with data-backed decisions and focused execution. I live and work in Austin, Texas 🤠, and can travel if in-person presence is required. 💭 My Approach: Practical, Data-Driven, Owner-Minded 💡My Main Skills: - Strategic Thinking - Data-Driven Decision - Making Brand Management - Customer-Centric Mindset - Digital Marketing Mastery - Revenue Growth - Focus Leadership and Team Building - Product Marketing Expertise - Go-to-Market Strategy - Marketing Technology Acumen - Budgeting and Financial Management - Cross-Functional Collaboration - Innovation and Trend Sensitivity - Crisis and Reputation Management I’ve worked on both sides of the table—as a business owner and a marketing strategist. This gives me the perspective to align marketing not just with customer behavior, but with profitability, team dynamics, and long-term scalability. If needed, I can assemble or optimize your in-house or remote marketing team. I’ve been managing people since 2008 and know how to spot real talent. Core Areas of Expertise (Applied Based on Your Specific Needs): ✅ Market Research & Business Planning ✅ Defining your real customer and market opportunity ✅ Mapping competitor insights and building data-driven strategies ✅ SWOT and risk analysis with actionable outcomes ✅ Brand Identity & Positioning ✅ Building or rebuilding brand systems that reflect your unique value ✅ Crafting brand voice, visual identity, and internal guidelines ✅ Aligning branding with business model and customer expectations ✅ Product & Launch Strategy ✅ Product-market fit validation, feasibility, and supplier coordination ✅ E-commerce setup with platform selection, logistics, and fulfillment ✅ End-to-end launch planning and post-launch optimization ✅ Performance-Driven Digital Marketing ✅ SEO, PPC, and CRO strategies to improve visibility and conversions ✅ Smart content and storytelling that resonate with your ideal buyers ✅ Email marketing with segmentation and lifecycle automation ✅ Analytics & Optimization ✅ Clear KPI tracking using tools like GA4, Hotjar, and custom dashboards ✅ A/B testing across funnels, landing pages, and ads ✅ Real-time strategy adjustments based on feedback and results ✅ Customer Experience & Retention ✅ Implementing support systems, training, and automation ✅ Loyalty and retention campaigns to maximize LTV ✅ Building customer relationships that drive repeat business ⁉️ Why Clients Choose Me Over Agencies or In-House Hires - I provide executive-level strategy with tactical execution - I work independently, proactively, and with total transparency - I speak the language of founders and investors—not just marketers - I don't upsell. I solve. Let's Talk 🤝 If you’re looking for someone to take ownership of your marketing direction and help you grow with purpose, I’d love to hear more about your goals. The first 15 minutes of consultation are free! ☎️ Some of my project cases are included in the Portfolio section of my profile. If you'd like to explore examples specific to your industry or business challenge, just let me know—I’m happy to share additional links or walk you through relevant work. Have a few questions before we start? Send me a message. ✉️ I’ll provide straightforward answers and help you determine whether we’re the right fit

Business Planning & Strategy
Internet Marketing
Market Analysis
Social Media Marketing
Direct Marketing
Online Market Research
Business Analysis
Brand Marketing
Lead Generation
B2C Marketing
B2B Marketing
Growth Strategy
Marketing Management
Digital Marketing
Marketing Strategy
$45 hourly
Michael T.
- 5.0/5
- (87 jobs)
Need a bank, investor, or immigration-ready business plan or pitch deck? I help entrepreneurs, founders and startups secure funding, SBA loans, and immigration visas with professional business plans, realistic financial forecasts, and actionable go-to-market strategies. With 100+ plans delivered and over $100M raised, I specialize in clear, compelling, and strategic documents tailored for banks, investors, and immigration officials - USCIS (USA) and IRCC (Canada). Your business plan will be written to maximize investment opportunities whether you are seeking private or public equity-based capital, debt-based capital, crowdfunding, or institutional and SBA loans. I have co-founded, scaled, and sold four multi-million dollar tech companies. I also provide startup coaching to entrepreneurs and founders on best practices, go-to-market strategies, product and service concepts, operational efficiencies, pricing models, and corporate and partner structures. Business Plans & Pitch Decks: ✔ Custom business plans & executive summaries with charts, infographics, and images. ✔ Business plans for private & public capital raises (equity & debt) & SBA loans. ✔ Business plans for immigration/ visas (e.g., EB-1A, EB-2 NIW, L-1A, L-1B, E-2 Treaty Investors, etc. ). ✔ Market research & analysis ✔ Custom pitch decks & presentations. ✔ Realistic & accurate financial models, forecasts & proforma. ✔ Pricing/ subscription analysis & strategy. ✔ In-depth market, industry & competitive research & analysis. ✔ Operational & risk management frameworks. ✔ TAM/ SAM / SOM, economic trending, KPIs, SWOT, etc. ✔ Marketing and sales planning and blueprints. ✔ Product/ service road-mapping. ✔ Succession plans. ✔ Regular updates. Quick Turnaround. I've written plans for several sectors including: ✔ Business to business (B2B) ✔ Business to consumer (B2C) ✔ SaaS & Apps ✔ Crypto / blockchain / DeFi / GameFi ✔ Restaurants & cafes & celebrity chefs ✔ Agriculture (traditional & hydroponic) ✔ Education and edtech ✔ Entertainment (music, video, tv, podcasts, vodcasts, etc.) ✔ Automotive ✔ Fitness and gyms ✔ Coffee cafes and retailers ✔ Finance & legal ✔ Medical/ Health & Wellness ✔ Real estate ✔ Health and beauty ✔ Marketplaces ✔ Transportation and logistics ✔ Retail and franchises ✔ Hemp and CBD ✔ Many more Other Expertise: ✔ 15+ years as founder/ CEO/ COO/ CPO/ with 4 successful multi-million-dollar acquisitions. ✔ Startup / founder coaching, mentoring and advice. ✔ Business formation, structure and strategy. ✔ RFP/ RFI responses (92% success rate). ✔ Grant applications (89% success rate). ✔ Product ideation, strategies & roadmaps. ✔ Marketing plans. Sales plans. Analytics plans. ✔ Distributed-team staffing & operations models. ✔ Go-to-market strategy & positioning. ✔ Pre-money & post-money valuations. Ready to get started? Let’s turn your idea into a reality with a winning business plan or pitch deck. Message me to discuss your goals! Have a great day! Mike _____________________ ⭐⭐⭐⭐⭐ "Working with Michael was a fantastic experience. I learned a lot in the process of him creating my business plan. It was a great experience and I will certainly be recommending him to others as well as coming back for future business. Very knowledgeable, Great communication, Strong time management, and all around positive experience. 5 stars across the board. I highly recommend you look no further." August 2024 ⭐⭐⭐⭐⭐ "Mike was fantastic to work with. I needed a high-quality business plan and that's exactly what he provided, working quickly and with excellent communication every step of the way. He's very knowledgeable about multiple facets of businesses and startups and was really helpful. I would highly recommend him and I'll be looking at other projects I can use him for in the future." May 2024 ⭐⭐⭐⭐⭐ "Michael was a true professional, he made sure we were satisfied and really impressed us with everything. We looked at a bunch of different candidates but he was our number 1 choice and he really proved that. The business plan he wrote looks fantastic and is getting good reviews from those helping our business already and we loved it ourselves. He had great communication and really made something beyond our expectations. If you need a business plan written by a professional I would say hire Michael in a heartbeat." March 2024 ⭐⭐⭐⭐⭐ "Michael is as great as always. Honest and hardworking." October 2023 ⭐⭐⭐⭐⭐ "Michael was very thorough and engaged in this project. He asked focused, relevant questions and actively listened to my responses. He was organized and brought a serious-minded, methodological approach to his assessment of my company. He was direct but very courteous and professional in his feedback. Competence is not a flashy term, but when one encounters it one realizes what a pleasure it is to do so. Such was the case in my work with Michael. You can hire him with confidence that he will get the job done." December 2022

Business Planning & Strategy
Executive Coaching
Leadership Coaching
Corporate Strategy
Growth Strategy
Business Strategy
SWOT Analysis
Business Analysis
Business Research
Business Modeling
Pitch Deck
Business Proposal Writing
Operational Plan
Executive Summary
Business Plan Writing
$150 hourly
Morgan D.
- 4.9/5
- (63 jobs)
Top Rated on UpWork with 100% job success! Due to current demand. I am only accepting new business through INVITES. Visit morgandaly.com for more information. VISITING THIS PAGE, MESSAGING, OR SCHEDULEING A CALL DOES NOT CREATE AN ATTORNEY-CLIENT RELATIONSHIP. You do not have an attorney-client relationship with Morgan Galloway Daly unless you have signed a Client Engagement Agreement with Daly Law. Providing Legal and Consulting ervices for NONPROFITS, START-UPS, & SMALL BUSINESSES! NONPROFITS **I offer reduced pricing for non-profits** because I enjoy working with mission driven people making an impact! I have worked in the nonprofit sector for over a decade and regularly consult with a diverse range of nonprofits. I enjoy supporting individuals starting from scratch and helping successful nonprofits grow. I've listed the services I assist with most often below, but offer a full range of nonprofit services to meet board and organizational needs. Nonprofit Services: 501(c)3 Creation / Filing, IRS Compliance, Internal Legal Audits, Board Management, Mission, Vision, Values Development, Strategic Planning, Marketing, Grant Reporting, HR Management, Role Restructuring, etc. START-UPS & SMALL / MID SIZED BUSINESSES If you are looking for help with website terms, data privacy and biometric data compliance (privacy policies), ADA website compliance (accessibility), clickwrap agreements and contracts, employment practices, or copyrights and trademarks-- you are in the right place! ABOUT MORGAN: I received my JD from Indiana University, Robert H. McKinney School of Law and my Masters in Public Affairs (MPA) at Indiana University, Purdue University Indianapolis. I have legal certificates in international law and civil/human rights law and a MPA with specialization in nonprofit management. I am licensed to practice law in the State of Indiana, provide federal law services in all 50 states, and consult internationally. The information I have presented is for information purposes only and is not legal advice. For legal advice, please contact a licensed attorney in your jurisdiction. All clients in need of legal services will be required to sign a Client Engagement Agreement with Daly Law LLC in addition to our contract through UpWork.

Business Planning & Strategy
Legal Consulting
Startup Consulting
Trademark Consulting
Nonprofit Organization
Trademark
Nonprofit
Copyright
Contract Law
Employment Law
Religious, Charitable & Nonprofit
$95 hourly
Richard M.
- 5.0/5
- (65 jobs)
Looking to start a crypto mining operation for passive income or a new business venture? Look no further. As a Top-Rated freelancer on Upwork, I specialize in helping businesses and individuals with their crypto mining strategies. Crypto mining passive income is a dynamic field with many factors to consider before making an investment. From electrical power requirements to hardware selection, sourcing and costs, custom charges, pool fees, asset selling prices, and exchange charges, there is a lot to cover. But don't worry, I can guide you through every step of the process from initial setup to final operation. Need help with selecting the right cryptocurrency for mining, equipment sourcing and selection, financial business models, profitability strategies, and more? I've got you covered. I can also assist with electrical power solutions, software selection, miner and rig configurations, and rig/miner troubleshooting. The key to a successful mining operation is professional business models and revenue forecasting. That's why I specialize in designing dynamic financial models that reduce your risk and maximize your profits. These models include Bitcoin mining basic assumptions, capital requirements for investment, income assumptions, profit and loss in terms of Bitcoin and USD, balance sheets, cash flow, return of investment, and more. Let's discuss your project details in a zoom meeting. Message me or invite me to your project, and I'll do my best to provide you with exceptional service. If my skills match your hiring criteria, I'm ready to get started now. 🌟 WHY CHOOSE ME OVER OTHER FREELANCERS? 🌟 ✅ Client Reviews: I focus on providing VALUE to all of my clients and earning their TRUST. The client Reviews and Feedback on my profile are immensely important to me and the value that I provide. ✅ Over-Delivering: This is core to my work as a Freelancer. My focus is on GIVING more than what I expect to RECEIVE. I take pride in leaving all of my clients saying "WOW" ✅ Responsiveness: Being extremely responsive and keeping all lines of communication readily open with my clients. ✅ Resilience: I will not give up on difficult issues or shy away from challenges. Any issue that my clients face, I attack them and find a SOLUTION. ✅ Kindness: One of the biggest aspects of my life that I implement in every facet of my life. Treating everyone with respect, understanding all situations, and genuinely wanting to IMPROVE my client's situations. The 🏆Client Review🏆 below describes the quality of work and value that you can expect from working with me: "Richard exactly fit our needs for a mining expert. He did a great job of joining the team and, with little direction, got deep into our systems. He gave excellent feedback on the things that we could change and the most valuable work that we should do. He helped maintain during a critical time for us and made our system better for future critical times. I would highly recommend Richard and hope to work with him again in the future."

Business Planning & Strategy
Computer Hardware Installation
Business Coaching
Blockchain
Software Configuration Management
Ethereum
Project Proposal
Cryptocurrency
Hardware Troubleshooting
Technical Support
Bitcoin
Cryptocurrency Mining
Project Management
English
$50 hourly
Viktor S.
- 5.0/5
- (43 jobs)
✨ Upwork Top Rated (Top 1% in Market Research and Go-To-Market Strategies) ✨Built SaaS from 0 to $1M+ ARR ✨ $150K+ Earned on Upwork ✨ Mostly 5-star reviews ✨100% Job Success ✨ 5-Stars on Clutch and GoodFirms ✨ 3,500+ LinkedIn Followers ✨ Advanced Certified Scrum Product Owner (A-CSPO) I'm a results-driven Product Strategy Leader with 10+ years of experience driving digital transformation, data-informed product development, and strategic go-to-market growth. I have built and led cross-functional teams to launch innovative SaaS products – one of which scaled from 0 to over $1M in annual recurring revenue within its first year. My background spans FinTech, EdTech, AI/ML, and digital marketing, giving me a unique blend of technical, analytical, and business expertise. As a Certified Advanced Scrum Product Owner, I excel at balancing big-picture vision with hands-on execution, ensuring products meet user needs and achieve measurable business outcomes. I pride myself on turning complex business challenges into scalable, profitable solutions – whether it’s optimizing a digital campaign, refining a product roadmap, or orchestrating a successful product launch. Core Competencies & Skills: 🔹 Product Strategy, Roadmapping & Go-to-Market: Defining product vision, planning agile roadmaps, managing backlogs, and executing go-to-market strategies for successful launches. 🔹 UX Research & User-Centered Design: Conducting user research, usability testing, and persona development to drive intuitive UX and product-market fit. 🔹 Agile Development & Scrum Leadership: Certified A-CSPO with a strong track record of on-time delivery using Agile/Scrum methodologies and iterative development. 🔹 Data Analytics & Growth Optimization: Leveraging analytics tools (e.g., Google Analytics, Zoho) to inform product decisions, optimize marketing ROI, and drive data-driven growth. 🔹 Cross-Functional Team Leadership: Proven experience leading and aligning teams across Product, Engineering, UI/UX, Sales, and QA to execute on a common vision. 🔹 Technical & Business Acumen: Comfortable with web technologies (HTML/CSS, API integrations) and knowledgeable in emerging tech trends in AI/ML. Experienced in financial modeling and managing budgets to maximize ROI. 🔹 Financial Modeling & Budget Management: Proven ability to manage six-figure budgets, drive revenue growth, and improve operational efficiency. Education & Certifications: 💡 Bachelor's Degree in Enterprise Economics 💡 Advanced Certified Scrum Product Owner (Scrum Alliance), 💡 Professional Management Certificate (Tallinn School of Management). Key Achievements: ◾️ Founded and scaled an EdTech startup, impacting over 2,000+ students through innovative learning products. ◾️ Drove digital strategy improvements that boosted key performance metrics by up to 57.8% for previous clients. ◾️ Upwork Top Rated freelancer with a history of 100% client satisfaction (Job Success), reflecting my commitment to excellent results. I’m dedicated to partnering with businesses that value innovation, data-driven decision making, and operational excellence. If you’re looking for a seasoned expert to elevate your product strategy and analytics – and to help take your product to market successfully – let’s connect. I look forward to driving sustainable growth for your product or project.

Business Planning & Strategy
Product Roadmap
Strategic Planning
KPI Metric Development
Digital Transformation
Startup Consulting
Business Strategy
Dashboard
Market Research
Business Intelligence
Data Analytics
Growth Strategy
Go-to-Market Strategy
Product Management
Product Strategy
$79 hourly
Avi T.
- 4.9/5
- (181 jobs)
Pitch decks? You got it. One pitch deck I created secured $20M for an insurance startup, another generated $29M for a food startup. I have lots of consulting experience so I promise you some beautiful decks Excel and Google Sheets help? You got it, I created my first model 22 years ago and have since created hundreds of others. Business planning? Sure thing, I'll do your market research and I'll find stuff that nobody else can anywhere on the web, or through other, more... direct, methods. I will then craft a beautiful, visual, sound business plan with real feasible financials. How about Project Management? Well, I managed some Multi-million dollar projects in F500 companies (and startups), I am a certified Scrum Master, an MBA and I know processes creation and visualization in and out. If any of this resonates with you, let's talk.

Business Planning & Strategy
Financial Plan
Pitch Deck
Analytics
Six Sigma
Presentations
Financial Modeling
SQL
Analytical Presentation
Microsoft Excel
Operational Plan
Strategic Planning
Business Plan
Project Management
Business Operations
$98 hourly
Andrew L.
- 5.0/5
- (126 jobs)
Ask me for a free call to talk about b2b sales! 📞 "Andrew's expertise and dedication played a pivotal role in transforming our sales processes and driving remarkable growth for our company" 💸 Expert Sales Consultant, 17 Years 💰 | Mastership in Revenue Architecture ®️ 👷‍♂️ | Certified Professional B2B Sales Leader ®️ 📈 | If you hate sales and it makes you feel anxious + grossed out, I will show you how to make it fun and successful! I work with startups and small businesses of all types who want to increase revenue by selling b2b or dtc. Want a part-time fractional sales manager for your team? I do that too! I create expert-vetted sales and go to market plans that make owning a business so much more fun. If a part of your sales operation is broken, I'll help you fix it. If you need a new plan, I'll help you build it from scratch. Some businesses hire me as their sales manager and I develop a strategy while also holding their salespeople accountable. This is my 17th year in sales, it is what I've done for my entire career. PS - I'm not counting my early experience selling things as a teen, either! :) *I helped Slice (they are like Grubhub, but their app only does pizza) execute a national go-to-market strategy serving 17,000+ pizzerias. *I led field sales operations for 4 companies (yes, this is cold calling 🥶 and door knocking!), and I have been hired as a fractional sales leader for countless others. *I generated $5million+ 💰 in pipeline for a "building tech" enterprise SaaS startup in about 4 months, and closed multiple 5 and 6 figure contracts for a national non-profit that I hunted for on my own. What is my sales philosophy? I make humor and creativity a priority. I firmly believe that you can't "convince or push" someone to buy something. I use specific tactics that help prospects take more calculated action and share deeper details/feelings with me. I am usually hired for the following projects, for practically any small business you can think of, but please feel free to reach out for a free call if you don't see something listed here that you want: 1. Sales Scripts, Training, & Marketing Materials • Create persuasive sales scripts, cold call templates, drip campaigns, and training manuals for sales teams or founders. • Develop B2B & small business sales playbooks and customized sales training programs tailored to your industry. 2. Remote Sales Management & Team Coaching • Lead and manage remote sales teams, providing coaching to hit sales quotas and improve performance. • Advise on CRM tools, sales tech stacks, and workflow systems to streamline ops. 3. Lead Generation Systems & Online Marketing • Build and optimize lead generation pipelines to attract, qualify, and nurture leads through SEO, social media, and email campaigns. • Craft SEO-optimized sales copy, email sequences, pitch decks, and proposals to drive engagement. 4. Sales Team Setup & Management • Recruit, hire, and structure high-performing sales teams, whether for cold calling, inbound support, or account management. • Provide ongoing sales team coaching, performance management, and workflow optimization for B2B and SaaS sales. 5. Sales Process Audits (what's working, what isn't & how to fix it!) • Analyze and refine your sales funnels, pipelines, and marketing workflows to improve lead nurturing, conversion rates, and revenue growth. • Perform in-depth intake call reviews, lead follow-up strategies, and client onboarding optimization. It's all about results!: - Get more leads - Close deals - Improve sales cycle times - Train your team on how to cold call and write better cold emails - Get your first customer - "The Works"... get everything you need (tech and more) to set up a sales process for the first time. ... and so much more... honestly, sales and marketing goes as deep as you want to go, but I'm here to help you with all of it. Let's get you to stop hating sales, book a call with me today! A real review from a leading Amazon marketing agency: "I'm scaling my marketing agency, and the first step was to grow my sales team from just myself to a real actual team. I wanted an entire sales system, with scripts, metrics and KPIs for my new team to follow as well as a process so that selling for my company becomes professional and streamlined. Andrew helped me take this idea from zero to hero - I've grown my sales team with his sales and marketing expertise that has helped me bring on my first sales account executive, and have him executing on deals within 30 days. I also have my first BDR, which he helped me outline how to hire, help me with outbound calls as well. If you're looking to grow your sales team like I did, then I highly recommend you give yourself the opportunity to work with his team. They are experienced, easy to work with, and 100% punctual. Andrew then gives you his custom approach, so that your unique business positioning gets examined and built to grow."

Business Planning & Strategy
Revenue Management
Sales Management
SaaS
Sales Copy
Business Development
Sales Leadership
Sales Consulting
Sales Presentation
Business Coaching
Sales Development
Sales Strategy
Lead Generation
Sales
Sales & Marketing
$40 hourly
Martha Rena C.
- 4.8/5
- (77 jobs)
My name is Martha. I am a certified modern business plan writer with an excellent reputation for dynamic and detailed business plan writing for startups, pitching to investor roadshows, loan applications, grants, and joint ventures. I have developed several business plans for startup companies, large corporations, and existing businesses with the highest level of expertise that has inspired my clients with unadulterated gratification. I am committed to my client's business growth and expansion through a series of professional & presentable plans. I will only offer services that are of the best caliber and up to the highest professional standards, and they will be very reasonably priced. My pricing system is determined by what is available in this market. I'm eager to assist you in achieving your objectives. Why should you hire me? A professional Business Analyst and Grant Writer. I offer ironclad branding services, Business plan, Business Proposal, Financial Plan, Investors Business Plan, SBA Business Plan and Bank Loan Business Plan . I also have extensive experience in reviewing and analyzing business plans on behalf of banks and investors. Therefore, I REALLY KNOW what your plan should and should not contain. I have developed over 5000 business plans and proposals as well as investment packages in the last 15 years with an almost 100% funding success rate. I am an international adviser with expertise in finance, accounting, financial forecasting, and the creation of new company strategies. I've worked in strategy for firms of various sizes for over 22 years. My unique feature, as well as my business knowledge, forecast and financial projection ability, is my award-winning marketing status. This means that all of my business plans are very practically focused and detail exactly what needs doing, how and when, in order to make the whole plan a success. My plan WILL DO the exact job you want it to and you WIILL BE VERY HAPPY with it when receive it. I will provide a business plan writing service to build your full plan and finances bespoke and tailored to your needs. In essence, a balanced plan to help you raise finance if needed and drive your business forward. Your plan will include everything you would expect in a business plan. Everything will be bespoke and tailored to your business. My Complete Business Plan will definitely include but not limited to: Executive Summary Mission Statement Keys to Success Goals and Objectives Company Summary Products Services Industry Analysis Market Analysis Summary Competitive Edge and Analysis Competitive Summary Strategy and Implementation Marketing Plan Target Market Segment Strategy Personnel Plan SWOT Analysis Management Summary Important Charts and Graphs My complete financial plan includes: Start-up Summary Revenue Forecast Projected Profit and Loss Balance Sheet Cash Flow Break-even Analysis Graphs and Tables Free Cover Page Delivery in MS-Word, PDF and Excel formats for the premium plan only Quick response time Unlimited Revisions for the premium plan only. My Testimonials: 1. As an entrepreneur, your objective is to grow your business. Which seems so easy until you're seeking funding and they require a business plan and financial projections. So I want to thank Martha for his professionalism and attentiveness in helping me address my biggest challenge preparing "financial forecasts. Your expertise has helped us take our entrepreneurial goals to the next level. I highly recommend Martha to anyone who needs help preparing a BPLAN. Especially if you're a startup. (Premium Packaged Purchased) 2. Martha did her homework and came back with a comprehensive business plan for my company in few days. The document I requested was comprehensive in full detail. She took the time to understand my Challenges as well as my strengths. I am very satisfied with the outcome. Kindly message me and let's get started on your project! Kind Regards MARTHA

Business Planning & Strategy
Business Plan Writing
Loan Approval
Business Plan
Business Consulting
Business Proposal
Business Analysis
$48 hourly
Tania C.
- 5.0/5
- (5 jobs)
Need to save time, cut manual tasks, or fix broken business systems? I help small businesses streamline operations using tools like Make, Zapier, Monday.com, and AI tools like ChatGPT. Automate once, save hours every week. I’m a certified Monday.com Core Builder with hands-on experience creating automated workflows, dashboards, and connected apps that reduce human error and free up your time to focus on growth. Whether you're: - Copy/pasting between tools - Manually updating spreadsheets - Onboarding new clients with email templates - Wasting time doing the same steps every day... I can build a clean, simple solution for that. * Tools I work with: - Make (Integromat) & Zapier: to connect your apps and eliminate repetitive work - Monday.com: to build dashboards, automations, and team systems - Google App Scripts: scripts that automate within Google Workspace - ChatGPT + AI tools: for email automation, content prompts, SOP creation, and smart workflows * Real-life use cases I’ve built: - Automatic client onboarding flows triggered by form submissions - E-Commerce inventory and order management using Shopify - Task assignment + due dates triggered by project stages in Monday.com - Airbnb + real estate property mgmt system If you're tired of patching things together manually, let's automate what you hate and scale what you love.

Business Planning & Strategy
Automation
Automated Workflow
Project Planning
Process Improvement
Project Workflows
Operations Management Software
Application Lifecycle Management
Requirement Analysis
Agile Project Management
Customer Experience
Management Skills
Business Management
Project Management
$85 hourly
Amer A.
- 5.0/5
- (13 jobs)
Hello! I am Amer, a seasoned and passionate financial analyst and writer with more than 7 years of experience specializing in private equity, CRE, and finance. My background includes extensive work in private equity, specializing in CRE, where I have honed my skills in financial analysis, real estate investment, analysis, and market research. I have earned my degree from the University of Michigan, majoring in finance, which has provided me with a strong academic foundation to support my professional career. I pride myself on providing high-quality, professional work to all of my clients. With experience across multiple asset classes, industries, and markets, I am able to tailor my work to fit the needs of all my clients, no matter the size. My dual expertise as a financial analyst and writer ensures that I am able to deliver clear, insightful, and data-driven results. Having worked in finance, real estate, and as a financial writer for almost 10 years, I have tremendous experience in: ✅Financial Modeling ✅Investment Research ✅Financial Writing ✅Pitch Decks ✅Forecasting ✅SBA Business Planning ✅Business Consulting ✅SWOT Analysis ✅Cash Flow Analysis ✅Balance Sheet ✅Breakeven Analysis And many More!

Business Planning & Strategy
Real Estate
Pitchbook
Investment Research
SWOT Analysis
Business Plan Writing
Financial Analysis
SEO Content
Article
Strategic Planning
Financial Writing
Business Consulting
Article Writing
Copywriting
Business Plan
$40 hourly
Onigbogi B.
- 5.0/5
- (25 jobs)
🔍 Welcome to Your Go-To Expert for Funding and Business Growth! 🚀 Success doesn’t happen by chance—it’s the result of strategic planning, compelling storytelling, and flawless execution. That’s where I come in. With over 6 years of experience, I’ve helped businesses and nonprofits secure millions in funding and achieve transformational growth. Did you know that businesses with well-crafted plans are 2.5x more likely to succeed? Let’s make your next project the gold standard. 💼 Why Choose Me? 🌟 Proven Results: With over 6 years of experience, I’ve helped startups, nonprofits, and established businesses secure millions in funding through grants and business strategies. 🌟 Tailored Strategies: From innovative startups to scaling enterprises, my plans are customized to meet your unique goals and impress investors or grant committees. 🌟 SEO-Optimized Content: My expertise in incorporating top-performing keywords ensures your proposals stand out—visibility equals opportunity. 💡 What I Offer 📌 Grant Writing Mastery: I craft persuasive, funder-focused applications that win grants consistently. 📌 Investor-Ready Business Plans: Market insights, financial projections, and strategic storytelling all come together in a plan that turns heads. 📌 Data-Driven Research: I provide actionable market and competitive analysis to position your business as a leader in your field. 🌐 Key Skills That Work for You Grant Writing | Business Plans | Financial Projections | Market Research | Investor Proposals | Pitch Decks | SEO Content | Competitive Analysis | Startup Growth 🌠 Let’s Turn Ideas Into Impact! 📈 Whether you’re launching, scaling, or seeking funding, I’m here to help you succeed. Let’s collaborate to craft a winning strategy that sets you apart. Ready to start your journey? Message me today—your success story awaits!

Business Planning & Strategy
Financial Plan
Grant Evaluation Plan
Grant Objectives & Methodology
Grant Writing Consultation
Capital Grant
In-Kind Grant
Grant Research & Prospect List
Grant Documentation
Grant Application
Grant Proposal
Grant Writing
Personal Business Plan
Business Plan Writing
Business Plan
$100 hourly
Guilhem D.
- 5.0/5
- (10 jobs)
I specialize in helping small and medium-sized businesses (SMBs) and their founders achieve their full potential and growth. My expertise revolves around the Entrepreneurial Operating System (EOS), a powerful framework that I leverage to structure the path to scalability and success for businesses. My Key services are: EOS Implementation: I excel in guiding businesses through the process of implementing EOS within their organizations. This involves assisting them in defining their vision, streamlining their operations, and aligning their teams to work towards their goals. Fractional COO : I offer part-time COO services tailored to the unique needs and budget constraints of SMBs. This involves optimizing operations, improving processes, and executing EOS strategies to drive growth. I prioritize building strong relationships with my clients, understanding their unique needs, and providing ongoing support as they implement EOS and work towards their goals. I focus on strategy, systems and people to sustainably grow enterprise value.

Business Planning & Strategy
Business Modeling
Business
Business with 10-99 Employees
EOS
Management Consulting
Finance & Accounting
Business Operations
$120 hourly
David A.
- 5.0/5
- (19 jobs)
There is almost no one on Upwork with my experience or skills - 40+ years as an executive, creative, and business owner. BA in Accounting & Information Systems. MA in Journalism. I’ve done a lot in my career. Marketing, sales, operations, finance, accounting, writing, coaching. I've created, bought, and sold businesses. I made money for a lot of people, including myself. Now I work with select clients on Upwork and other sites to pay it forward. I keep my rate low so I can help as many people as possible and will work on a lower rate depending on how tight your budget is and how strongly I feel about you and the project. I’m the inventor of several patented consumer products (including a world bestselling baby stroller accessory), an ad agency copywriter, management accountant, PR director, VP of sales and marketing, and an award-winning journalist and video producer. I am also a Certified Life, Career, and Business Coach. But I’ll let my Upwork clients tell my story: "David was an absolute pleasure to work with! His recommendations were great and led to results that exceeded my expectations. He doesn't have to be led to provide what is needed. He takes the initiative to research and provide ideas that meet the overall goal. If you need a partner for your marketing/branding, he is exactly that. I wouldn't hesitate to work with David again!" "David went above and beyond to advise, support, and meet milestones. I would highly recommend him for his support, incredible knowledge base, and pragmatism. He also knows a great many people who can support your business needs as well." "I cannot say enough great things about David. Not only did he completely understand the project, he went above and beyond in terms of research and follow-up. His writing skills are excellent and his design work was elegant and appropriate. I would be happy to provide a referral." "David provided exceptional service for my radio station fundraising project. His dedication and expertise were instrumental in helping me advance my project to a new level. David analyzed challenging problems and developed actionable, cost-effective solutions. He clearly did his homework providing well-researched strategies and recommendations that were tailored to my specific business needs. I particularly value his proactive communication and ability to think outside the box for ideas and solutions.” I look forward to working with you as a partner and will do my utmost to help you achieve your goals. Let's get started! Yours, David Abels Step 6 Consulting

Business Planning & Strategy
Small Business Administration
Management Consulting
Resume Writing
Career Coaching
Business Coaching
Scriptwriting
Journalism Writing
Media Relations
New Product Innovation
Copywriting
Brand Naming
Business Plan Writing
Coaching
Marketing
$50 hourly
James W.
- 5.0/5
- (20 jobs)
I am a Certified Public Accountant who currently works as a Financial Controller for a small veteran owned business that is on course to gross 55million dollars in 2024. I also am the owner of a Florida CPA Firm, Wiseman Tax & Accounting, PLLC, that specializes in bookkeeping and tax return preparation for individuals and businesses. If you are in need of an accountant that is capable of meeting your growing small business needs, I can help.

Business Planning & Strategy
Business Consulting
Tax Planning & Advisory
Light Bookkeeping
Bookkeeping
Tax Return
$175 hourly
Scott A.
- 4.6/5
- (10 jobs)
Turning Vision into Value. That's the Adams Consulting Firm Advantage, and it's what I deliver to visionary Founders and Investors seeking extraordinary outcomes. I'm a Fractional COO and Strategic Advisor, providing the expertise and guidance needed to navigate complex challenges, unlock new opportunities, and drive sustainable growth. I'm not just a consultant – I'm a catalyst for transformation. My track record speaks to my ability to deliver tangible results: - Scaled a human performance company from 6 to 300+ employees in just 18 months - Launched a digital wellness platform with over 1 million users - Partnered with Mayo Clinic to launch a new Sports Medicine Division, exceeding financial projections by $25M - Spearheaded the launch of Mayo Clinic's Virtual Hospital - Doubled potential revenue of a medical tech startup My expertise lies in Healthcare, Wellness, and Sports Tech. I offer tailored solutions to address your unique challenges: - Fractional COO Services: Streamlining operations, optimizing performance, and achieving scalable growth. - Strategic Advisory: Developing and executing impactful strategies to unlock new opportunities and drive sustainable success. - Innovation Sprints: Accelerating innovation within your organization through rapid idea generation, prototyping, and validation. My approach is collaborative, results-oriented, and focused on building strong relationships. Let's connect and turn your vision into value. Selected Accomplishments & Expertise - Collaborated with Google, Adidas, and SKLZ on innovative product development - Led operations for 30+ corporate fitness facilities - Developed successful program for the NFL Players' Association - Secured strategic partnerships with USA Basketball, Arizona Diamondbacks, and more - Transformed bankrupt retail group into multi-million dollar success - Advised medical AI platforms on growth strategies - Consulted on international hospital operations design with Deloitte and Boston Consulting Group Ready to turn your vision into value? Let's connect and discuss how ACF can help you achieve your goals.

Business Planning & Strategy
Brand Consulting
Business Innovation
Sales Leadership
Strategic Planning
Operational Planning
Operations Management Software
Business Strategy
Business Analysis
Executive Coaching
Business Consulting
Startup Consulting
Business Coaching
Career Coaching
$80 hourly
Brandi V.
- 5.0/5
- (16 jobs)
I am a business guru that has successful created and launched multiple businesses from scratch. I have experience in business plans, loan application documents, design, blue prints, management, marketing, and content creation. I am also a full time content creator that has worked with over 100 brands. I look forward to helping you with all your business needs.

Business Planning & Strategy
Social Media Graphic
Business Consulting
Life Coaching
Coaching
Menu Design
Business Plan Writing
Coffee
Business Coaching
Business
Freelance Marketing
Startup Company
Startup Consulting
Marketing
Health & Wellness
$175 hourly
Nicholas V.
- 5.0/5
- (12 jobs)
Most businesses don't need more tools. They need more leads, more sales, and systems that actually work. That's exactly what I deliver. I'm a 3X startup founder with 20+ years scaling tech companies from $0 to 7-figures. As Microsoft's former Product Marketing Leader, I recruited 12,000+ partners in under 2 years. Now I run Red Sovereign, where I've helped dozens of businesses build predictable growth engines. What makes me different: I don't just strategize—I execute. You get both the playbook AND the person who runs it. 🏆 Recent Client Wins E-commerce Brand: $0 to $500K in 12 months using AI-powered automation B2B SaaS Startup: 35% CAC reduction through funnel optimization Investment Firm: 1,200+ qualified investor leads in 90 days Multiple Clients: Average 6.5x ROAS across paid campaigns ✅ What I Do Best Go-To-Market Strategy & Execution Built GTM strategies that generated $100M+ in new revenue Launched products that scaled to thousands of users within months Created systems that work whether you're pre-launch or ready to scale Lead Generation & Funnel Optimization Full-funnel systems: awareness → nurture → conversion Advanced automation using HubSpot, Klaviyo, Make.com Performance marketing across LinkedIn, Meta, Google with message-audience match Revenue Operations & Growth Systems Marketing automation that reduces CAC by 30%+ on average CRM workflows and lead scoring that increase close rates AI-powered customer segmentation and predictive analytics Content & SEO That Converts Blog and SEO systems focused on buyer-intent keywords Content strategies that generate consistent inbound leads Thought leadership positioning that builds authority 🎯 Perfect For B2B SaaS companies needing predictable lead generation E-commerce brands ready to scale beyond 6-figures Startups preparing for launch or seeking product-market fit Growing companies that need systems, not just tactics 💼 Background That Matters Microsoft Product Marketing Leader (2019-2024) Led go-to-market for Azure, generating $10M+ in new revenue Recruited 12,000+ ISV partners using integrated marketing campaigns Launched Azure Lighthouse to 3,500+ organizations in 2 years CEO & 3X Founder Co-founded Cloudbearing: $0 to $4M revenue, successful exit to COMPAREX Led 100+ cloud migrations for 2M+ users including largest Google-to-Microsoft migration on record Built and sold businesses using the same growth systems I implement for clients Global Product Management Executive Managed $100M+ in contract sales at COMPAREX Built first AI/ML development team, scaled to profitability in 12 months Oversaw 500+ clients and 60K+ seats across North America 🎓 Credentials Oxford Saïd Business School: Postgraduate Diploma in Financial Strategy MIT Sloan: Executive Certificate in Strategy and Innovation Certified: Google Analytics, HubSpot, Microsoft Advertising, M&A Adviser 💬 How We Work Together Week 1: Growth audit and strategy development Week 2-4: System implementation and campaign launch Ongoing: Optimization, scaling, and performance reporting I offer a free 30-minute strategy call to map your fastest path to growth with no commitment required. 📈 Why Clients Choose Me Outcomes First: While others focus on vanity metrics, I align everything to business outcomes—more demos, more deals, better LTV. Full-Stack Execution: You won't need to hire multiple specialists. I bring strategy, execution, and the team to make it happen. Proven at Scale: From Microsoft's billions in revenue to startup success stories, I've delivered results across every business stage. Risk-Free Start: Free strategy session means you know exactly what you're getting before committing. Ready to build a predictable growth engine? Let's talk about turning your marketing into a revenue machine.

Business Planning & Strategy
Go-to-Market Strategy
Business Development
Marketing Analytics
Growth Hacking
Conversion Rate Optimization
Marketing Automation
CRM Automation
Brand Strategy
HubSpot
Growth Strategy
Business Consulting
Lead Generation
Digital Marketing
Marketing Strategy
$140 hourly
Leslie C.
- 5.0/5
- (3 jobs)
If you're scaling fast but still making financial decisions based on gut feel, it’s time to bring strategy to your numbers. I work with 7- and 8-figure businesses as a Fractional CFO, turning complex financials into clear, confident direction. If you are looking to stabilize cash flow, improve margins, or prep for investor conversations, I help you see the road ahead and take the right steps to grow with control. I offer two tiers of Fractional CFO support: CFO Growth Partner – Perfect for rising businesses that need regular strategic insight: • Annual projections & monthly reforecasting • Monthly check-ins with strategic financial insight • Profitability & pricing analysis • Budget vs. actual reviews • Financials that drive action, not just reporting CFO Executive Partner – For businesses with complex operations or high-touch advisory needs: • Custom-scope strategic planning • Deep financial modeling • Capital planning & lender/investor support • Executive-level insight without the full-time CFO salary This is more than just financial hygiene. You get a financial partner who helps you understand what’s working, what’s holding you back, and what needs to shift to hit your next milestone. Let’s schedule a discovery call so I can recommend the right package and pricing based on your needs.

Business Planning & Strategy
GAAP
Financial Projection
Financial Analysis
Financial Planning
Financial Reporting
Cash Flow Modeling
Forecasting
Budget
Financial Statements Preparation
Financial Accounting
Month-End Close Assistance
International Accounting Standards
Bookkeeping
CPA
$55 hourly
Bryan H.
- 5.0/5
- (2 jobs)
Entrepreneur and growth minded leader with proven leadership experience in business operations and in the financial services industry. Skilled in SaaS, payments, data analysis, strategic planning, marketing strategy, financial reporting, and strong customer experience focus with a passion for leading teams to success. That was the LinkedIn spiel, but really I am here to help small businesses with their needs for startup, organization, ramp up and general growth. I can pivot very quickly as I have a very diversified background in Finance & Accounting, Sales, Operations and Customer Support as well as having started 7 successful businesses in my career. No job is too small as this is a side business for me for one of my companies, Big Family Consulting LLC.

Business Planning & Strategy
Tax Preparation
Payroll Reconciliation
Payroll Accounting
Accounts Receivable
Accounts Receivable Management
Accounts Payable
Business Plan Writing
Intuit QuickBooks
QuickBooks Online
Analytical Presentation
Business Coaching
Management Consulting
Bookkeeping
Accounting
$35 hourly
Marian B.
- 5.0/5
- (5 jobs)
🚀 Still Googling “How to Write a Business Plan” at 2 AM? Let’s fix that strategically. If you're launching a startup or growing a nonprofit, I help you access non-dilutive capital the kind that wins SBIR grants, attracts investors, and drives real growth. 💡 The truth? Funding success often hinges on two things: ✅ The clarity of your pitch ✅ The strength of your documentation That’s where I come in. 💼 Meet Your Strategic Funding Partner I’m Marian a startup consultant and grant writer with over 6 years of experience helping visionary founders turn big ideas into fully funded ventures. 💰 $30M+ raised through federal grants (NSF, NIH, USDA, DOD), foundations, and pitch competitions 📈 $7M+ directly secured for clients via business plans, grant proposals, and pitch decks No fluff. No templates. Just strategy-backed content, compelling storytelling, and funder-aligned deliverables that get results. 📌 What I Offer ✅ Business Plans – SBA-compliant, investor-ready, and strategy-driven ✅ Grant Writing – SBIR/STTR, NIH, USDA, DOD, foundations & more ✅ Pitch Decks – Narrative + visuals + data designed to persuade ✅ Market Research – TAM/SAM/SOM, SWOT, competitive & industry analysis ✅ Financial Forecasting – 3–5 year projections, revenue models, and grant budgets 🧠 Why Clients Choose Me 📊 Proven Results – $7M+ in funding across 50+ successful client projects 🎯 Tailored Strategy – Every project custom-built around your goals 🔍 SEO- & Reviewer-Smart – I write for funders and search platforms (grants.gov, SBIR portals, Upwork) 🎯 Ideal for Clients Who Are: ✔ Applying for SBIR/STTR or federal grants ✔ Pitching a SaaS or tech startup to investors ✔ Launching or scaling a nonprofit initiative ✔ Preparing for an SBA loan, accelerator, or funding round 📬 Let’s Talk Capital & Strategy If you're serious about raising capital and want a strategic partner who understands grants, startups, and fundraising I'm here to help. Send me a message and let’s turn your vision into a fundable, funder-approved success.

Business Planning & Strategy
Financial Plan
Grant
Business Writing
Grant Application
Business Plan
Financial Modeling
Immigration Business Plan
Grant Research & Prospect List
Business Proposal Writing
Market Research
Pitch Deck
Startup Consulting
Business Plan Writing
Grant Writing
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