Hire the Best DayScholars Innovations STEPS Specialists

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.

Top Rated Plus on Upwork with 100% Job Success Score, 38,000+ hours, and 84 completed projects, I help businesses improve customer experience, streamline operations, manage projects and teams, and build efficient processes—with AI integrated into the way I work. My work spans customer success, operations, and CRM management for SaaS, eCommerce, education, and service-based businesses — with a particular focus on client retention, dispute resolution, and building systems that keep teams and processes running smoothly without constant oversights. Core Expertise: Customer Success & Retention | Customer Support Operations | Client Onboarding | Community Management | Sales & Lead Management | Dispute Resolution & Retention | Operations Management | Project Management | Team Management | Client Communication | Process Improvement | SOP Development | CRM Management | Workflow Design | Business Coordination | eCommerce Operations Tools & Platforms: CRM, Sales & Customer Management: GoHighLevel, Close CRM, TimelinesAI, Salesforce Project & Team Management: Asana, ClickUp, Slack AI & Automation: Claude, ChatGPT, Zapier, Make, n8n Community & Digital Platforms: SKOOL, WHOP eCommerce: Amazon Seller Central, Keepa, Helium 10, Shopify, Thrivecart Outreach & Email: HubSpot (campaigns), Instantly (cold email), MailerLite, Kit (ConvertKit) Office & Docs: Notion, Canva, Outlook, OneDrive, basic WordPress admin Accounting: Xero AI & Automation: I treat AI and automation as practical tools, not buzzwords — using them to improve communication, streamline repetitive tasks, and keep processes and documentation clear and current

Are you a founder or executive spending too much time managing operational friction and not enough time scaling your business? I fix that. I am not just an administrative assistant; I am an AI-enabled Operations Partner. With over 8 years of experience spanning executive support, technical recruiting, and systems operations, I specialize in turning chaos into structured, scalable infrastructure. I leverage modern workspace tools (Notion, Asana, Trainual) and AI (Claude, Gemini) to multiply your productivity. I don't just manage your inbox; I build the SOPs, automate the workflows, and triage the data pipelines so you can focus entirely on high-level strategy. What I bring to your operations: • Executive Triage & Technical Support: Managing complex calendars, vendor negotiations, and technical onboarding pipelines across global teams. • Systems & Process Architecture: Building out your company's brain. If a workflow isn't documented and automated in Notion, Asana, or Trainual, I will build the SOP for it. • AI-Driven Leverage: Utilizing AI tools to draft executive summaries, synthesize meeting notes, and optimize operational data, saving you hours of manual review. Recent Operational Wins: • Architected and deployed 40+ operational, onboarding, and technical policy modules within Trainual to build scalable company infrastructure. • Managed end-to-end technical recruiting lifecycles across multiple time zones, removing scheduling friction for engineering teams and accelerating time-to-hire. • Streamlined complex data pipelines and optimized Shopify product taxonomies to improve data accuracy and conversion rates. Availability & Time Zones: I am highly flexible and align my schedule with your standard business hours. I am fully equipped to work whatever shift your operations require across US Eastern, European, and APAC time zones, with the sole exception of US Pacific Time. Let's eliminate the friction in your business. Invite me to your job, and let's discuss how we can optimize your operations.

Michael Marcellus Monday Systems Consultant & Agency Project Lead • 🚀 Coordinated 100+ Monday implementations delivered by our agency team • 💼 Agency delivery of $400K+ in Monday professional services • ⭐ Consistently high client satisfaction across multiple engagements • 🇺🇸 75+ U.S. clients served, plus organizations across Europe • 🌍 Experience supporting teams in more than fifteen industries • 🤝 Backed by an internal specialist team to ensure fast, high-quality delivery I do not simply “set up boards.” I coordinate the design and delivery of complete business operating systems in Monday that reduce manual work, improve visibility, and keep teams aligned. Every project combines strategic planning with structured execution through an experienced agency team. I remain personally involved in project planning, client communication, and quality oversight — ensuring solutions are practical, scalable, and aligned with your real-world workflows. 💡 What I bring to your organization 🧠 Strategy-first system design We begin with business process consulting, focusing on scalable workflows and clean architecture rather than fragile templates. ⚙️ Technical delivery coordination Advanced automations and integrations across Make, Zapier, n8n, and APIs — bringing multiple tools together into a unified operational backbone inside Monday. 📈 Full lifecycle project delivery Process mapping, architecture planning, automation coordination, dashboards, onboarding, and long-term optimization. 🏆 Proven implementation experience Agency-supported deployments across construction, manufacturing, insurance, legal, agencies, SaaS, field operations, wholesale, and more. Many clients return for expansion and optimization work. 🎯 What you get working with me • A Monday system designed to support real operational workflows • Executive dashboards with meaningful, real-time insights • Automation strategies that reduce manual effort • Scalable architecture that grows with your organization • Clear documentation and structured handoff 🔗 Platforms and integrations coordinated Automation: Make, Zapier, n8n CRM: HubSpot, Pipedrive Accounting: QuickBooks, Bill Document Management: PandaDoc, SignNow, DocuSign ERP: NetSuite, Holded Meetings and Notes: Fireflies, Read, Calendly E-Commerce: Shopify, WooCommerce Communication: WhatsApp, Slack ❌ Not a fit for • Quick, low-budget builds without long-term structure • Patchwork setups intended as temporary fixes • Projects prioritizing shortcuts over stability ✔️ A strong fit for • Teams outgrowing spreadsheets and fragmented tools • Operations leaders seeking structured system design • Organizations ready to build Monday as a long-term operational backbone 🔮 Ready to improve your system? Message me with “WIZARD” and I’ll review your current setup, identify structural bottlenecks, and outline practical improvement opportunities.

I help businesses streamline operations, automate workflows, and implement CRM systems to create repeatable, high-efficiency processes that save time, reduce errors, and improve team performance. Using tools like HubSpot, Salesforce, HoneyBook, Dubsado, workflow automation software, and internal dashboards, I design business systems and operational workflows that allow teams to scale confidently and focus on growth. My Expertise Includes: CRM Setup & Optimization: Configure, integrate, and optimize platforms like HubSpot, Salesforce, HoneyBook, and Dubsado for efficient client management and data-driven operations. Workflow Automation & Business Process Automation: Automate client onboarding, support, task management, and internal workflows to reduce manual work and increase team productivity. Operations Systems Design & Business Systems: Build scalable, repeatable operational systems tailored to your business, ensuring clarity, accountability, and operational efficiency. SOPs & Documentation: Create standard operating procedures, process documentation, and guides to ensure long-term usability and team alignment. Sales & Revenue Operations: Optimize sales pipelines, lead routing, CRM reporting, and revenue lifecycle management to improve visibility, accountability, and performance metrics. I don’t just execute tasks, I design systems that scale. Businesses I work with often reduce manual work by up to 50%, achieve predictable execution across teams, and free leadership to focus on growth and strategic decision-making. If you’re looking for a Business Operations Manager, CRM Specialist, or Workflow Automation Expert to implement systems, optimize processes, and streamline operations, I can help. Let’s connect and build business operations that support growth instead of slowing it down.

Think of me as the person who stops your business from drowning in unfinished tasks, messy systems, and silent chaos. You focus on the bigger picture. I’ll handle the things that steal your time, your energy, and sometimes your sanity. Because let’s be honest — most business pain points sound like this: ❗ “My inbox is out of control.” ❗ “I’m juggling too many tasks and losing track.” ❗ “My projects are moving… but not moving forward.” ❗ “I have tools, but no system.” ❗ “My E-commerce store is half-updated… again.” ❗ “I need someone reliable who won’t need constant hand-holding.” ❗ “I have content, but no consistency.” ❗ “My business is not scaling.” If any of these hit a nerve — good news. This is exactly where I shine. Here’s How I Make Your Life Easier ✅ I rescue your time. Inbox cleanups, scheduling, admin tasks, research, consultation, documentation — the things that drain your hours? I take those off your plate so you can work on the things that actually move the business forward. ✅ I bring order to projects that keep stalling. I manage task tracking, follow-ups, updates, and coordination through Asana, Trello, MS Project, or Monday.com so your projects stop slipping through the cracks. ✅ I fix messy workflows and build simple systems. No overengineering — just clear, functional processes that actually work. ✅ I make your e-commerce tasks stress-free. Listings, SEO, product updates, pricing, inventory monitoring, store cleanup — and yes, everything will finally match. ✅ I help keep your content consistent and manageable. Video editing, brand visuals, Social Media scheduling and management, thumbnails, shorts — clean, modern, and on-brand. ✅ I handle the “niche stuff” too. Ticket brokerage support Salesforce CRM Data entry management Quality control Consultation — things most VAs haven’t touched, but I actually enjoy. Tools I Work With (so you don’t have to) ⚡GoHighLevel • Notion • Asana • Trello • Monday.com • MS Project • Salesforce ⚡Shopify • Etsy • WordPress • GoDaddy • Square Space ⚡Photoshop • Illustrator • Premiere Pro • Canva • CapCut ⚡ Skip tracing • Propwire • Zillow ⚡Google Workspace • Office 365 ⚡ChatGPT, Gemini, & AI automation Why Clients Keep Me Around? ✔ I’m organized, but flexible. ✔ Friendly, but focused. ✔ Witty, but professional. ✔ Fast, but detail-oriented. ✔ Independent, but aligned with your goals. ✔ Proactive, without being overwhelming. My job is simple but powerful: 🤝Making your workload lighter, your workflows cleaner, and your business days easier. If your workload has been screaming for help — 👉 Message me. I’d be happy to take the pressure off.📨