Hire the Best Insurance Consultants in Austin, TX

I design executive KPI dashboards and operational performance systems in Excel, Google Sheets, and Apple Numbers. My focus is simple: turn messy, fragmented data into clean, decision-ready reporting that leaders can use immediately. With 15+ years leading multi-site operations, I have built real-world performance systems for teams responsible for revenue, labor, margin, and productivity across multiple locations. I understand not just how to build dashboards, but how to structure the right KPIs so they drive behavior and accountability. I specialize in: • Executive summary dashboards • Multi-location performance reporting • Weekly operational scorecards • Automated KPI tracking • Financial forecasting models • Spreadsheet optimization and rebuilds • Excel ↔ Google Sheets conversions My work is built for clarity, usability, and long-term scalability. Clean formulas. Logical structure. Dynamic filtering. No unnecessary complexity. Clients typically come to me when: Their reporting is manual or inconsistent Leadership lacks clear visibility into performance Spreadsheets have become cluttered and unreliable They need an executive-ready dashboard for decision-making They want KPI systems that actually reflect business drivers I combine operational experience with advanced spreadsheet architecture to deliver tools that are practical, reliable, and easy for teams to maintain. If you need a clean, professional dashboard or performance tracking system that improves visibility and accountability, I can help.

Most businesses spend a fortune trying to get attention. Far fewer turn that attention into revenue. From email and SMS campaigns to landing pages and content marketing, my job is to turn attention into customers through conversion-focused copy, nurture and follow-up campaigns, and clear sales funnel messaging. In many cases, the biggest opportunity isn’t more traffic. It’s making better use of the attention a business has already earned or purchased. Strong messaging at every stage of the funnel can unlock value that’s already sitting in a company’s audience, traffic, or lead database. For the past six years I’ve worked with startups, small businesses, and marketing teams on projects ranging from email campaigns and landing pages to full sales funnel messaging and website copy. I focus on those marketing crossroads where messaging, creative, and positioning have the greatest impact on conversion. Common projects include: • Email marketing campaigns and nurture sequences • Landing page, website, and blog copy • Sales funnel messaging • Outreach and cold email campaigns • Email and SMS re-engagement campaigns for dormant leads or subscribers • Video scripts, VSLs, and social media content • Messaging and conversion strategy • Marketing automation workflows I'm a U.S.-based native English speaker with a track record spanning over 1,000 freelance projects for international clients across multiple industries through independent engagements and freelance platforms. If you're looking for conversion-focused copy, content, and messaging — or if you just want to discuss marketing strategy and see what gaps I can help you close — feel free to reach out to me. I'd love to hear more about your project.

I specialize in driving operational excellence in the insurance industry with over 7 years of in-depth experience. My expertise lies in managing client lifecycles and leading cross-functional teams of up to 70 professionals. I excel in consultative sales and am committed to enhancing performance through effective process improvement initiatives. My strong organizational skills, data-driven mindset, and focus on communication allow me to streamline workflows and achieve measurable results. Whether you need support in client engagement or team training, I bring a strategic approach to solving complex challenges and driving efficiency. Let's discuss how I can contribute to your project's success.

Certified Salesforce Administrator open to help your company with process automation, data management, and interface customization. I have a background in software sales and know what tools, reports, and dashboards are helpful to your internal team. I have experience in industries ranging from software, insurance, manufacturing, and athletics. Hire me if you want to maximize your Salesforce instance by improving processes with leads, accounts, contacts, and opportunities. Also experienced with Excel which can help with data cleanup/migration and advanced reporting. If you would like to hire me, please reach out!

Need an experienced email marketer to support your team, but can't hire a full time employee? Consider me an extension of your team. Let's finally tackle that important project you've had on the back burner for months. You don't have time to show someone the ropes. You need a self-starter (ugh, buzzword) who can ramp up quickly, integrate into your team, and start getting stuff done. Meet...me! Check out my portfolio below. ... 🚨 PORTFOLIO 🚨 Visit bit.ly/cfarleyfreelance to see what I've been up to recently. ... With me, you get the skills, experience, and dedication of a full time employee. Meaning, I don't just clock in and out and call it a day. I think critically about whether what we're doing makes sense. I care about how our users experience our brand. I sign up for our competitors' email lists. I'm a full time freelancer who can support you during business hours when you need it the most. Let's chat. Send me an Upwork message (I'm nice, I promise!) and let's get the conversation rolling. ... 🙈 "Christina does so much, I keep forgetting she's not full time." ✅ "If I could give 6 stars, I would! Christina has outstanding skills for the service she offers, but her interpersonal skills are outstanding, too." 💥 “She's a talented marketer with the technical skills needed for coding emails, building customer journeys and more, and also has an eye for creative, punchy copywriting.” 🧘 "I hired Christina in the midst of a crisis. We had an Iterable email instance that we "inherited" from folks who had left our team. Things were breaking, and we had no idea where to start. Christina helped save my sanity during that rocky transition. Hiring her was the best investment imaginable!"

Howdy, I’m Cole. Based remotely in Austin, Texas (home of the best breakfast tacos). 🤠 💡 Note: If you’re using HubSpot and need help renegotiating an expiring contract or upgrading your package, reach out. As a HubSpot Preferred Partner, I can save you set-up costs and negotiate better pricing. WHO AM I? I’m a Marketing Ops & Strategy professional with 8+ years of experience and deep expertise in HubSpot. My career path was intentional: I’ve held roles across strategy, execution, and technical implementation—because a strategy is only as strong as its execution. All with the goal of becoming the best Fractional CMO. I love building systems that make marketing and sales teams’ day-to-day easier, with a focus on simplifying complexity and aligning people, process, and platforms. WHAT I OFFER: (as an Individual Contributor) - Fractional CMO / Marketing Ops Leader - Growth Marketing & Digital Strategy - B2B & B2B2C GTM Roadmapping - Pipeline, Sales Funnel, and Lead Routing Design & Execution - Personas/ICP/ABM Development, Lead Scoring & Lifecycle Marketing principles. - System Architecture, Process Design, SOPs, and Discovery Workshops - Marketing Project Management (Campaigns & Solutions) - HubSpot Implementation, Audits, Campaigns, Reporting - CRM & Martech Integrations (HubSpot, Salesforce, Monday, Marketo, etc.) - Automation, Tech Stack Audits, & Software Optimization - Hubspot is my love language. MY AGENCIES (2 boutique agencies) 🦊 FoxOps Consulting 🦊 A Fractional CMO office founded by three marketing pros. We deliver: - Marketing & Brand Strategy, Ads, SEO/SEM Consulting, Automation, & Execution. - Hourly, flat-rate, or retainer models. - Everyone is based in USA 👋 Your HubSpot Expert 👋 A specialized HubSpot agency with 4 colleagues, each covering different areas of CRM, HubSpot, and dev. We provide: - Full HubSpot suite (Marketing, Sales, Service, Ops), Salesforce support & integrations, Technical audits, optimizations, and system builds, Partnerships with creative agencies for white-glove, end-to-end solutions. - Hourly, flat-rate, or retainer models - Everyone is based in USA 📣 CERTIFICATIONS: - HubSpot Preferred Partner Status. - HubSpot Certs in: Marketing Hub, Sales Hub, Product Marketing, Content Marketing, Digital Marketing - Google Analytics Certified - Monday.com Product Marketing Certified - Wrike Certified (Individual & Leader) - Draft Chatbot (Conversational Marketing & Sales) 💬 MY COMMUNICATION STYLE: I value empathetic, transparent communication. I practice a Yes + When or No + Why style—so you’ll always know what’s possible, when, and why. My schedule is flexible, and I adapt to client needs. 📖 MY STORY AS A FREELANCER: In 2023, I was laid off during the Silicon Valley Bank crash. That experience pushed me to pivot, take control of my career, and launch my own ventures. Since then, I’ve built FoxOps Consulting alongside peers from Meta, Google, LinkedIn, and SVB—providing clients with high-level strategy and flawless technical execution. Later, Your HubSpot Expert was founded to diversity Strategy from Technical clients. 📩 Reach out for references, resumes, or to discuss your project needs. Thanks for stopping by! ~ Cole