Your business shouldn't lose time because people have to remember what to do next.
I help businesses identify process gaps, improve inefficient workflows, and build practical CRM and automation systems that reduce manual work, improve visibility, and keep operations moving.
With 15+ years of experience in internal audit and business operations, I have spent my career examining how work gets done, identifying control and process gaps, improving workflows, and ensuring responsibilities, approvals, and follow-through are clearly defined.
I have combined that process first experience with CRM, workflow automation, business systems, and AI assisted tools to turn fragmented or manual processes into structured, trackable workflows.
What I can help you with
Process Improvement & Gap Analysis — identify bottlenecks, delays, duplicated work, unclear ownership, and inefficient processes.
Workflow Design & Automation — redesign workflows and automate approvals, notifications, reminders, follow-ups, and repetitive tasks.
CRM Setup & Optimization — structure pipelines, fields, stages, records, follow-ups, and reporting around your business processes.
Business Systems & Dashboards — create centralized systems that improve visibility, accountability, and operational control.
Process Documentation & SOPs — document who does what, when, and what happens next.
B2B Lead Generation & Outreach — build targeted prospect lists, qualify leads, and design outreach sequences that generate qualified conversations.
My approach
I don't believe in automating a broken process.
I first understand how the business works, identify where things are getting stuck, determine what can be simplified or standardized, and then design the appropriate system or automation.
Understand the process → Identify the gap → Improve the workflow → Build the system → Automate where appropriate → Measure the result.
Real-world examples
Reliever Allowance Processing Gap
During an operational review, I identified a 16-day delay in processing a reliever's allowance. The issue was a workflow gap between leave approval, reliever assignment, Regional Manager approval, HR notification, and allowance processing.
I mapped the process, identified unclear responsibility and status visibility, and designed a centralized leave and reliever tracking workflow with clear ownership, status tracking, reminders, and escalation points.
This solution delivers: faster processing, fewer manual follow ups, clearer accountability, and real time visibility across the entire leave and reliever workflow.
New Employee Onboarding Gap
I also identified an onboarding case where a newly joined team member remained without required system access and communication resources for approximately two weeks.
I examined the process and identified the underlying gap: there was no centralized workflow showing completed requirements, responsible parties, and outstanding actions.
I designed a structured onboarding workflow with ownership, status tracking, deadlines, and escalation reminders built directly into the system.
This solution delivers: faster credential provisioning, fewer onboarding delays, better cross-department visibility, and eliminated manual follow-up for HR and IT teams.
These experiences reflect how I approach process improvement: I don't just identify what went wrong, I look for why the process allowed it to happen and how the system can be redesigned to prevent it from happening again.
Tools & Technologies
I work with CRM platforms, Airtable, Monday com, GoHighLevel, Zapier, Make, Google Workspace, Microsoft Dynamics Navision, spreadsheets, dashboards, and AI-assisted workflows.
I adapt to the systems already used by your business rather than forcing a particular platform where it isn't appropriate.
What you can expect
You won't just get someone who follows a checklist. You will get someone who looks at the entire workflow, identifies bottlenecks, improves the process, documents it clearly, and helps turn it into a system your team can actually use.
Less manual work. Clearer processes. Better visibility. Stronger accountability.
If your business has processes that depend on people remembering what to do next, chasing approvals, manually updating spreadsheets, or following up on emails, let's fix that.
Send me your current process or operational challenge, and let's identify the gap and build a better way of working.
Process Improvement
Process Optimization
Process Design
Automation
Business Analysis
Business Operations
Process Documentation
Operational Planning
Operations Analytics
AI Implementation
Airtable
Zapier
HighLevel
Microsoft Dynamics ERP
Google Sheets Automation
Catrina Mae M.
Taguig, Philippines
$5/hr
5.0
4 jobs
Virtual Assistant | CRM & Excel Automation | Reliable Admin Support
I help businesses save time and stay organized through CRM administration, Excel automation, and reliable back-office support. With 3+ years of experience at ISS STOXX, Financial Times, and LSEG, I’ve streamlined onboarding, reporting, and workflows for global teams.
Services I can offer:
✅ CRM Administration & Data Accuracy – Salesforce,l, Guardian CRM; 500+ records maintained with 100% accuracy
✅ Excel VBA Automation & Reporting – macros, pivot tables, dashboards; reduced manual task time by 90%
✅ Calendar & Email Management VA – Outlook & Gmail scheduling across EST/PST/AEST time zones
✅ Business Reporting & Documentation Support – clear, on‑time KPI and usage reports for leadership
✅ Workflow Automation Specialist – Zapier integrations to cut manual workload and improve efficiency
✅ Document & File Organization – Google Drive, OneDrive, Notion; structured folders and version control
✅ Executive & Admin Assistance – meeting notes, task tracking, project coordination for busy teams
✅ Quality Assurance & Data Auditing – compliance checks with 95%+ accuracy in high‑volume environments
✅ Customer Success & Onboarding VA – account setup, client enablement, usage reporting for SaaS/CRM teams
✅ Process Improvement Consulting – identify bottlenecks, design automation solutions for smoother workflows
✅ Team Communication & Coordination – Slack, Trello, Jira; async updates and cross‑functional collaboration
✅ Social Media & Content Support (Basic) – Canva graphics, post scheduling, light content assistance
✅ Data Validation & Cleanup Specialist – ensure reliable reporting, error‑free datasets, and compliance
I work independently, communicate clearly, and deliver accurate results without constant supervision. Let’s discuss how I can support your operations and free up your time.
Virtual Assistance
Administrative Support
Data Entry
Calendar Management
Email Management
Microsoft Excel
Salesforce
CRM Software
Business Process Automation
Executive Support
Quality Assurance
Google Docs
Ticketing System
Jeremy R.
Leander, Texas
$150/hr
5.0
3 jobs
I’m a revenue operations expert skilled in optimizing sales processes, building go-to-market strategies, streamlining operations for startups, and scaling businesses. Whether you need to align your teams, refine your sales funnel, or integrate data-driven systems, I can help.
● Proficient in Clay, Instantly, SmartLead, OpenAI, AI Personalization, Salesforce, HubSpot, Apollo, Outreach and automation tools
● Experienced in lead generation, workflow automation, RevOps, and sales leadership
● Communication and collaboration are crucial to success—let’s work together to achieve your goals efficiently
Lead Generation
Go-to-Market Strategy
Sales Funnel Implementation
CRM Automation
Automated Workflow
Lead Management Automation
Sales Operations
Business Development
Sales Development
HubSpot
Salesforce
Clay
AI Builder
Email Marketing
Email Campaign Setup
Yeiber E.
Barquisimeto, Venezuela
$16/hr
5.0
49 jobs
I manage the supplement department for a Georgia public adjuster, creating Xactimate estimates for roofing, mitigation, and appraisals (consistently generating $100k+ monthly in supplemental upgrades)
Beyond estimating, I produce content, edit video, and manage digital marketing assets (including music TikTok growth).
While estimating and content creation seem unrelated on paper, both rely on the exact same foundation: uncompromising attention to detail.
If you need someone who understands the claims process inside-out, works with precision in Xactimate, and communicates with modern clarity, I’m ready to get to work. Let’s connect!
Video Editing
Instagram Story
Final Cut Pro
Adobe Photoshop
Real Estate Cold Calling
Social Media Management
Customer Service
Social Media Content Creation
TikTok
Cold Calling
Canva
Content Writing
Ammar K.
Herndon, Virginia
$15/hr
5.0
4 jobs
🏠 I BUILD LEAD-GENERATING WEBSITES & AUTOMATIONS FOR YOUR BUSINESS TO HELP THEM STAY AHEAD OF COMPETITION AND LEAD
🎨 Design → 💻 Development → 📈 Lead Generation → 🤖 Automation → 🔗 Integrations → 🚀 Deployment
I do not just build websites. I build the system around your website.
I help REAL ESTATE AGENTS, REALTORS, PROPERTY MANAGERS, ROOFING, HVAC, PLUMBING, CONTRACTOR, LANDSCAPING, REMODELING, CLEANING, AND OTHER HOME SERVICE BUSINESSES build professional WordPress websites designed to generate leads, capture inquiries, automate follow-ups, and support business growth.
━━━━━━━━━━━━━━━━━━
📈 LEAD GENERATION & AUTOMATION
━━━━━━━━━━━━━━━━━━
Your website should do more than look good.
I can build workflows such as:
Visitor → Website → Form/Call → Lead → CRM → Automated Follow-Up → Appointment
This can include:
📩 Lead capture forms
📞 Click-to-call
📅 Appointment scheduling
💬 Chatbots
📧 Automated emails
📱 SMS notifications
🔗 CRM integration
🤖 Lead follow-up automation
📊 Analytics & conversion tracking
I can connect your WordPress website with CRMs, APIs, webhooks, email platforms, SMS systems, scheduling tools, and automation platforms.
━━━━━━━━━━━━━━━━━━
🏠 REAL ESTATE WEBSITES
━━━━━━━━━━━━━━━━━━
I build modern, conversion-focused websites for:
✓ Realtors & Real Estate Agents
✓ Real Estate Agencies
✓ Property Managers
✓ Real Estate Investors
✓ Property Developers
✓ Luxury & Commercial Real Estate
Features can include property listings, property search, property detail pages, agent profiles, inquiry forms, lead capture, appointment booking, mortgage sections, location pages, reviews, Google Maps, CRM integration, email/SMS notifications, chatbots, and conversion tracking.
━━━━━━━━━━━━━━━━━━
🔧 HOME SERVICE WEBSITES
━━━━━━━━━━━━━━━━━━
I create lead-focused websites for:
✓ Roofing
✓ HVAC
✓ Plumbing
✓ Electrical
✓ Landscaping
✓ Remodeling
✓ General Contractors
✓ Cleaning
✓ Painting
✓ Flooring
✓ Pest Control
✓ Solar
✓ Restoration
The focus is simple: turn website visitors into calls, quote requests, appointments, and qualified leads.
━━━━━━━━━━━━━━━━━━
💻 WORDPRESS DEVELOPMENT
━━━━━━━━━━━━━━━━━━
✓ Custom WordPress Website Design
✓ WordPress Development
✓ Elementor & Elementor Pro
✓ WordPress Redesign
✓ Responsive & Mobile-Friendly Design
✓ Landing Pages
✓ Custom Functionality
✓ WooCommerce
✓ Plugin Configuration
✓ API Integrations
✓ CRM Integrations
✓ Website Migration
✓ Bug Fixes
✓ Speed Optimization
✓ Security & Backups
✓ Website Deployment
Whether you need a new website, redesign, landing page, or improvements to an existing WordPress website, I can handle the complete development process.
━━━━━━━━━━━━━━━━━━
🚀 COMPLETE WEBSITE SETUP
━━━━━━━━━━━━━━━━━━
I can also handle:
✓ Hosting
✓ Domain & DNS
✓ SSL
✓ Cloudflare
✓ WordPress installation
✓ Website migration
✓ Staging to production
✓ Performance optimization
✓ Analytics
✓ Conversion tracking
✓ Basic technical SEO
You do not need separate freelancers for design, development, integrations, and deployment. I can manage the complete technical workflow.
━━━━━━━━━━━━━━━━━━
🎯 MY APPROACH
━━━━━━━━━━━━━━━━━━
I build around your BUSINESS GOALS, not just your design preferences.
Before development, I look at:
• Your target customers
• Your services
• Your lead sources
• Your conversion goals
• Your current website
• Your CRM and tools
• Your follow-up process
Then I build a website that is professional, responsive, fast, conversion-focused, and easy to manage.
━━━━━━━━━━━━━━━━━━
🛠️ CORE SKILLS
━━━━━━━━━━━━━━━━━━
WordPress | Elementor | Elementor Pro | WooCommerce | PHP | HTML5 | CSS3 | JavaScript | REST APIs | CRM Integration | Webhooks | Email & SMS Automation | Cloudflare | DNS | SSL | Analytics | Conversion Tracking | Website Migration | Performance Optimization
━━━━━━━━━━━━━━━━━━
🤝 LET'S GROW YOUR BUSINESS
━━━━━━━━━━━━━━━━━━
If you need more than a basic WordPress website, I can help you build the complete digital system behind your business.
Whether you need a real estate website that generates property inquiries or a home service website that generates calls and quote requests, I can handle the design, development, lead generation, automation, integrations, troubleshooting, and deployment.
My goal is not simply to deliver a website. It is to give you a professional online presence that attracts visitors, captures leads, simplifies your workflow, and gives your business a stronger foundation for growth.
Send me your current website or project requirements, and let's discuss the best way to turn your website into a lead-generating business asset.
WordPress
WordPress Development
Web Development
Web Design
Landing Page
WordPress Migration
WordPress e-Commerce
WordPress Bug Fix
Elementor
Divi
HTML
CSS
PHP
Node.js
WordPress Customization
WordPress Theme
Figma
CMS Development
WordPress Security
WordPress Landing Page
James J.
Shingle Springs, California
$65/hr
5.0
51 jobs
Not all Manual JSD and Energy Code services are created equal! Saving a few dollars now could cost you a lot later on. That's why you should choose me for all of your energy compliance or HVAC design needs.
If you are a mechanical engineer doing HVAC projects, let me do the tedious code compliance documentation for you! I use Wrightsoft to produce Manual J reports based on your plans, either with specified insulation levels or code minimums, as well as Manual S reports based on your selected equipment line (or provide recommendations) and Manual D reports based on your layout or I can provide a layout from scratch. My reports are currently being used by engineers in California, Colorado, Maryland and Florida.
I can also provide Manual T spreadsheets for correct register selection and placement to optimize airflow and mixing. For all reports I offer PDF page placement, putting the reports on your provided plan page template or my own page to match your plan size. I also offer a full layout overlay on your floor plan and/or structural plan for coordination and bidding.
In addition, I provide Energy Code Compliance in all 50 states:
-Title 24 in California, using EnergyPro software. Any kind of residential or non-res project.
-Washington state energy forms, res and non-res
-Oregon energy reports
-Florida R405 reports using EnergyGuage or Wrightsoft
-ResCheck for anywhere else in the country
-Comcheck for anywhere else in the country
No matter where you are, you can have confidence that I can handle your construction project. Even more important, I take the time to weigh all the options and ensure that you get the best results possible. The choices made in the energy calculations can have expensive consequences later. I have the experience necessary to ensure your projects’ compliance, not "by any means necessary", but "by the best means possible." This will save you money throughout your project.
In addition to my experience in the energy and HVAC field, I have 20 years of experience as a carpenter, including many years as a contractor. This gives me a unique edge, in that I fully understand how houses are built and know them from the ground up. What does this mean for you? A smooth ride at the building department, and no nasty surprises down the road!
So, make the right choice. Contact me regarding your upcoming project! You won't regret it.
Energy Engineering
HVAC System Design
Title 24
Building Information Modeling
Energy Simulation
Energy Modeling Software
Building Energy Certification
AutoCAD HVAC Loads Calculations
How it works
Post a job for freePost a job
Tell us what you need. Create your own job post or generate one with AI then filter talent matches.
Hire top talent fast
Consult, interview, and hire quickly, so you can meet the freelancers you're excited about.
Collaborate easily
Use Upwork to chat or video call, share files, and track project progress right from the app.
Payment simplified
Manage payments in one place with flexible billing options. Only pay for approved work, hourly or by milestone.
Don't just take our word for it
“Upwork provides an umbrella-level of security. I can see a talent’s work history and ratings. I can hold payments in escrow. I can communicate through Upwork Messages instead of working through my email address.”
KD
Kim Darling
Emerald Tiger
“Upwork is the best platform to hire skilled professionals when we're not looking for a full-time employee. All the companies in our portfolio use Upwork to find talent across a wide range of fields.”
DM
David Merry
Kinetic Investments
“Our very specific requirements can be a challenge—With Upwork, we’re able to access a bigger community to ensure the success of our projects.”
KK
Katja Krohn
Summa Linguae
How do I hire a FormFire Specialist on Upwork?
You can hire a FormFire Specialist on Upwork in four simple steps:
Create a job post tailored to your FormFire Specialist project scope. We’ll walk you through the process step by step.
Browse top FormFire Specialist talent on Upwork and invite them to your project.
Once the proposals start flowing in, create a shortlist of top FormFire Specialist profiles and interview.
Hire the right FormFire Specialist for your project from Upwork, the world’s largest work marketplace.
At Upwork, we believe talent staffing should be easy.
How much does it cost to hire a FormFire Specialist?
Rates charged by FormFire Specialists on Upwork can vary with a number of factors including experience, location, and market conditions. See hourly rates for in-demand skills on Upwork.
Why hire a FormFire Specialist on Upwork?
As the world’s work marketplace, we connect highly-skilled freelance FormFire Specialists and businesses and help them build trusted, long-term relationships so they can achieve more together. Let us help you build the dream FormFire Specialist team you need to succeed.
Can I hire a FormFire Specialist within 24 hours on Upwork?
Depending on availability and the quality of your job post, it’s entirely possible to sign up for Upwork and receive FormFire Specialist proposals within 24 hours of posting a job description.