Hire the best Market planning professionals

Name: Market planning professionals
Brand: Upwork
Rating: 4.8 (201 reviews)

Check out Market planning professionals with the skills you need for your next job.

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Clients rate Market planning professionals

4.8/5

based on 201 client reviews

$250 hourly
Michael B.
- 4.8/5
- (73 jobs)
With 25+ years in strategic marketing and business growth, I've scaled companies across SaaS, E-commerce, and B2B industries, focusing on revenue acceleration and go-to-market strategies. My experience includes leading seven companies from startup to eight-figure revenues, with one reaching $18 million in four years. Currently, as Fractional CMO for a $25 million telehealth company, I drive marketing efforts to support ambitious growth and market expansion. I solve three critical challenges for CEOs and hiring managers: accelerating revenue growth, streamlining operations and building scalable go-to-market strategies. 1. Revenue Growth: Proven experience in creating data-driven marketing funnels and sales processes that attract high-quality leads and convert them efficiently. My strategies helped companies like Service.com raise multiple rounds of funding and scale their client acquisition efforts by over 200%. 2. Operational Efficiency: I help optimize internal processes to reduce costs and improve productivity. For example, by leading cross-sell and upsell initiatives and rationalizing service offerings at Certipro, I drove significant gains in revenue without additional resource strain, ensuring profitable scaling. 3. Scalable Go-to-Market Strategy: I design end-to-end marketing strategies that align with market needs, positioning, and the customer journey. With companies like Zahraa the Label, I achieved rapid growth from launch to $3 million in revenue within 18 months by leveraging an omnichannel approach that included PPC, influencer marketing, and retention email/SMS tactics. Selected Achievements: Business Scaling: Scaled 7 startups to eight-figure valuations, with several reaching up to $18 million in revenue within 2–4 years. B2B E-Commerce: Grew annual recurring revenue (ARR) from $60K to $3.6 million in three years. SaaS Product Marketing: Launched a product from zero to $8 million ARR in just two years. Fortune 500 Impact: Spearheaded a new online sales channel, generating an additional $16 million in e-commerce revenue. Lead Generation: Generated over 4 million automotive and credit leads, 100,000 financial service form fills, and 10,000 SaaS and fintech leads. What I Offer: My fractional services provide executive leadership for businesses looking to scale without committing to full-time hires. In just 15 minutes, I can demonstrate the value I bring to businesses at any stage. Services Offered: Fractional Executive Leadership (CMO, CIO, CFO, CEO) Digital Marketing Audits Go-To-Market Strategy Content Strategy Brand Strategy & Messaging Real Estate Ventures ERP Strategy and Implementation Digital Product Development Industry Expertise: I have deep experience across industries, with a particular focus on SaaS, fintech, financial services, real estate, e-commerce (D2C, B2C, B2B), private equity, and startups. Toolbox: Business Model Canvas StoryBrand 7 Brand Narrative Shopify, WooCommerce, WordPress HubSpot, Salesforce, Pardot Google Data Studio, Segment ClickFunnels, ActiveCampaign, Zapier Select Clients & Projects: Certipro Solutions (IT ERP eCommerce, Fractional CMO) Zahraa The Label (E-Commerce, Fractional COO) – Grew sales to $3 million in 18 months. i-Payout (Fintech, Fractional CMO) Oculus (Financial Services, Strategic Marketing) – Drove customer journey strategy for NYC Startup of the Year in 2020. ComdataPermits.com (SaaS) – Increased monthly revenue by 25%, achieving 60x ROI. Lighting Supply (E-Commerce) – Scaled ARR from $60K to $3.6 million in three years. Why Work With Me? As an Expert-Rated and Top-Rated+ professional on Upwork, I’ve earned the trust of clients by delivering consistent, measurable results. My extensive background in scaling businesses—combined with my ability to lead both marketing and operational transformations—means I offer a holistic approach to growth. Whether you're looking to scale your SaaS product, launch a new e-commerce initiative, or clarify your brand’s identity, I have the expertise to drive your business forward. Client Testimonials: "Michael was instrumental in scaling our business. His strategic thinking and ability to execute are unparalleled." – Certipro Solutions "Michael's leadership and digital marketing expertise transformed our e-commerce operations, delivering remarkable growth in a short period." – Zahraa The Label Let’s discuss how I can help take your business to the next level. Reach out today to start your business transformation!

Market planning
Marketing Strategy
Digital Strategy
Management Consulting
Business Plan
Market Planning
Startup Consulting
Business Coaching
Marketing Plugin
Business Process Reengineering
Business Operations
Executive Coaching
Marketing Presentation
Digital Marketing
$200 hourly
Warren J.
- 5.0/5
- (93 jobs)
Top Rated Plus | Expert Vetted offers business consultancy across the world. Hi, I’m Warren, I am an Executive Coach and Business Mentor specialising in helping entrepreneurs and leaders unlock their full potential. Through my coaching, clients experience significant personal and business performance growth, resulting in high revenue growth, increased clarity of direction, and stronger leadership capabilities. What My Clients Achieve: • Clarity on vision, goals, and strategic direction • Accelerated business growth and faster execution of plans • Increased confidence in achieving ambitious targets • Enhanced leadership and decision-making skills through personalized coaching What I Bring to the Table: • Accountability Partner: I ensure my clients stay on track with their goals. • Proven Senior Leader and Mentor: Extensive experience in high-stakes corporate and startup environments. • Productivity and Performance Specialist: Expertise in the GTD (Getting Things Done) methodology for optimized productivity. Areas of Expertise: • Executive & Leadership Coaching: ICF-certified coaching to help leaders reach new heights. • Business Mentorship Specializing in Retail, Property, Startups, and Technology. • Go-To-Market (GTM) Strategy: Crafting and executing strategic GTM plans. • Productivity Coaching: Leveraging GTD methods for peak personal and professional performance. Career Highlights: • Led a Managed Services Organization for a Global IT Services company, focusing on scaling and operational excellence. • General Manager responsible for launching and expanding new business areas. • Co-Founder of three UK-based businesses in Property, Retail, and Consultancy. • Successfully raised over £300k on Seedrs for a retail business, scaling it from £0 to over £1m in revenue within two years. • Extensive experience in GTM planning, strategic development, and execution. • Mentorship roles with Virgin StartUp, Henley Business School, and TechStars Global Mentor. Industry Experience: With a diverse background across IT Services, Government, Startups, Travel, Retail, Consultancy, and Property, I bring a unique perspective to each client engagement. My industry insights allow me to tailor strategies that resonate in today’s complex business landscape. In an ever-evolving business environment, traditional education only gets you so far. My mission is to support your journey by unlocking new clarity, growth, and performance levels. If you’re ready to elevate your leadership and business to the next level, let’s start with an initial consultation to discuss how to partner to achieve your goals. “Knowing yourself is the beginning of all wisdom.” - Aristotle.

Market planning
Market Planning
Coaching Session
Marketing
Sales Leadership
Coaching
Leadership Training
Leadership Skills
Business Consulting
Life Coaching
Career Coaching
Leadership Development
Business Planning & Strategy
Leadership Coaching
Business Coaching
Executive Coaching
$90 hourly
Tara L.
- 5.0/5
- (214 jobs)
I am a publishing professional with more than twenty years of experience in the children’s book industry. I was Director at Disney Publishing Worldwide, Marketing Manager at Scholastic Inc., and now run my own publishing services business for children's/YA book marketing and consultation. My specialty is picture books, chapter books, middle-grade, and YA. I've worked on books by Robert F. Kennedy, Jr., Caroline Kennedy, and Maurice Sendak; and series such as The Adventures of Captain Underpants, Baby Einstein, Clifford the Big Red Dog, Harry Potter, Artemis Fowl, Rick Riordan’s Percy Jackson series, Powerpuff Girls, Pokemon, Winnie the Pooh, Tinkerbell, Disney Princess, Mo Willems and the Pigeon books, Goosebumps, The Babysitters Club, and many more.

Market planning
Proofreading
Book Review
Children's Writing
Publishing Fundamentals
Market Planning
Trade Marketing
Market Research
Social Media Marketing
Market Analysis
Book Marketing
Promotion
Marketing Strategy
Marketing
Book Editing
$30 hourly
Sana Z.
- 4.8/5
- (137 jobs)
👋 Hi, I’m Sana- a business strategist and financial consultant helping startups, entrepreneurs, and SMEs turn ideas into profitable realities. With 10+ years of experience across business planning, investor pitch decks, financial modeling, and bookkeeping, I offer the kind of insight that doesn’t just crunch numbers but it tells a story. I’ve worked with 100+ clients across tech, retail, wellness, crypto, e-commerce and food industries to raise funding, streamline operations, and scale sustainably. Whether you're: Launching a startup and need an investor-ready business plan or pitch deck Growing and need accurate financial forecasts or market research Running a business and want monthly bookkeeping with clean, compliant records Exploring a new idea and need a feasibility study to validate your next move I bring clarity, precision, and strategic thinking to the table - every time. 📊 Tools I use: QuickBooks, Xero, Excel, PowerPoint, Google Sheets, Wave, Hubspot, Asana , Pipedrive, Clickup 🌍 Clients served: USA, UK, UAE, France, Germany, Singapore, and more Let’s work together to make smart decisions, backed by numbers and strategy that actually moves the needle. 💼💡

Market planning
Financial Modeling
Bitcoin
Strategy
Pitchbook
Cryptocurrency
Market Planning
French
Business Services
Business Plan
Market Segmentation Research
$50 hourly
Karan R.
- 4.2/5
- (17 jobs)
I am a dynamic business leader, investor, and Fractional C-Suite consultant with over 14 years of experience scaling startups from ideation to Series X. As the Founder and CEO of Your CxO Online, I have empowered more than 10,000 startups across industries by providing on-demand C-Suite leadership and strategic mentorship. I specialize in guiding founders through critical growth phases by offering tailored solutions in operations management, revenue growth, and fundraising. Previously, as a Senior Business Leader at Builder.ai, I contributed to the company’s rapid growth and established it as a major player in the AI-driven software development space. My leadership was pivotal in expanding global operations, driving multi-million-dollar revenue growth, and leading large-scale sales and business development initiatives. With a proven track record of delivering measurable results, I have played an instrumental role in driving market expansion, forming strategic partnerships, and optimizing operational frameworks. My experience spans working across North America, Southeast Asia, and the Middle East, collaborating with both early-stage ventures and established enterprises. In addition to my entrepreneurial ventures, I have held fractional executive roles at numerous startups, including serving as a Fractional COO and CSO. My expertise in navigating fundraising landscapes has enabled companies to secure investments and strategically scale operations. I have also collaborated closely with investors and venture capitalists, offering insights on market trends and growth opportunities. I am passionate about empowering the startup ecosystem and have mentored founders, participated in accelerator programs, and contributed to industry initiatives. I am now spearheading the launch of the world’s first C-SaaS AI platform, offering on-demand executive leadership to startups in need of agile, results-oriented guidance. When I’m not leading businesses to success, I enjoy engaging with the entrepreneurial community, sharing insights through thought leadership, and exploring innovations in AI and emerging technologies.

Market planning
Educational Technology
Project Delivery
Revenue Management
Business Operations
Go-to-Market Strategy
Business Development
Fundraising
Financial Modeling
Financial Analysis & Valuation
Web Development
Business Innovation
Business Analysis
Ecommerce Website Development
Content Marketing Strategy
Business Modeling
Investment Preparation
Information Analysis
$100 hourly
Jose S.
- 4.9/5
- (180 jobs)
Expert-Vetted Freelancer in Business Plan, Growth and Financial Planning With over 26 years of experience in management consulting and financial services, I am here to help you take your business to the next level. As an Executive MBA graduate from Warwick Business School—ranked 15th by QS and 30th by Financial Times—I bring world-class expertise and a results-driven approach to every project. What I Can Do for You: 🔹 Financial Planning, Modelling & Forecasting – Transforming numbers into actionable strategies. 🔹 Business Plans & Feasibility Studies – Creating investor-ready plans that set your business apart. 🔹 Market Research & Marketing Plans – Unlocking insights to drive your success. 🔹 Funding Strategies – Guiding you on loans, equity, and attracting investors. 🔹 Startup Mentoring & Coaching – Empowering entrepreneurs to achieve their goals. Why Work with Me? I’ve successfully delivered projects for clients across the globe—from Australia and the Middle East to Europe, the US, Canada, and LATAM. My expertise lies in crafting compelling business plans, accurate financial models, and thorough market analyses that inspire confidence in banks, investors, and stakeholders. But it’s not just about the numbers—it’s about understanding your vision, listening to your needs, and delivering solutions that exceed your expectations. I’m passionate about helping businesses thrive and am committed to ensuring your success. Your success is my priority. Let’s make it happen! Send me a message today, and let’s discuss how I can help you achieve your goals. Together, we’ll turn your dreams into a thriving reality.

Market planning
Business Coaching
US English Dialect
Marketing Presentation
Financial Planning
Microsoft Excel
Business Consulting
Financial Modeling
Feasibility Study
Market Planning
Financial Analysis
Business Plan
Market Analysis
$65 hourly
Nick G.
- 4.9/5
- (137 jobs)
Startup Strategist | 3x Founder | Ex-GE | Ex-FundedByMe | Fundraising & GTM Expert I'm a seasoned technology and business strategist with 20+ years of experience across corporate leadership (GE), startups (3x founder), and consulting. I’ve helped 200+ founders validate ideas, build MVPs, raise capital, and scale — with a hands-on approach that blends strategy and execution. Currently, I advise startups and SMEs globally and serve as a startup mentor at Surrey University and Ignyte. I also held a leadership role at FundedByMe MENA (equity crowdfunding) and brought unique insight into early-stage fundraising and investor readiness. 💡 My engagement style is “co-founder-as-a-service” — I dive deep into your business, challenge assumptions, and build strategies that actually work, not just look good on paper. Why Work With Me: 🏆 Top Rated Plus on Upwork 💼 120+ Delivered Jobs 🕓 1,200 + Worked Hours ⭐ 5-Star Feedback (Mostly) 💯 100% Job Success Score 🚀 What I Deliver Whether you're an early-stage founder or scaling a growing venture, I can support you across: Early-Stage Startups ✔ Validate business ideas & get the basics right ✔ Design lean, agile MVPs & monetization strategies ✔ Build financial models, investor decks, business plans ✔ Prepare for fundraising & pitch with confidence ✔ Connect with partners, corporates, or pilot clients Scaling Startups ✔ Investor pitch simulations & storytelling ✔ Business plan/deck proofreading & enhancements ✔ Scaling strategies across ops, product, and people ✔ PMO setup & operational process design ✔ Capital raise support & investor communication Specializations: ✔ Business & technology strategy ✔ Fundraising Strategy ✔ Mentoring and coaching founders ✔ Business plans ✔ Financial modelling ✔ Investor pitches & teasers ✔ Pitching simulations ✔ Operations, PMO, Scaling

Market planning
Funding Needs Assessment
Elevator Pitch
Tech & IT
Strategy
Financial Modeling
Investment Strategy
Company Valuation
Business Planning & Strategy
Startup Consulting
Private Equity
Investment Preparation
Startup Company
Crowdfunding
Business Plan
$70 hourly
Richelle M.
- 5.0/5
- (8 jobs)
Proven HR and Operations Leader With over 10 years of hands-on experience, I am a Fractional Human Resources Manager and Operations and Project Coordinator dedicated to transforming businesses through effective people strategies. My diverse background spans across both large organizations and dynamic startups, providing me with the ability to drive HR and operational excellence at any scale. As a strategic partner and operational expert, I specialize in designing and executing HR and recruiting programs that not only solve immediate needs but also lay the groundwork for long-term success. Whether it's building HR departments from the ground up or refining existing processes, I bring a wealth of knowledge in creating sustainable, high-performing teams. I’m not just focused on solving problems – I’m passionate about crafting tailored solutions that align with your business goals. From employee relations to performance management and operations and project coordination, I have a proven track record of delivering results that matter. Here’s how I can make an impact: Onboarding: Design smooth, engaging, and effective onboarding processes that set new hires up for success. Employee Relations: Resolve conflicts, foster a positive culture, and ensure legal compliance. Performance Management: Create and implement performance programs that drive individual and team growth. Compensation & Benefits: Work with SME to develop competitive and compliant compensation strategies that attract and retain top talent for your organization. Business Operations and Project Coordination: Provide expert COO and Chief of Staff help ensuring your operations and projects are working at peak performance. Why Work With Me? My clients consistently rate my services with 5-star reviews, praising my ability to deliver impactful solutions tailored to their unique needs. I’m committed to helping you optimize your HR and operational functions, enhance your employee experience, and build a thriving, engaged workforce. Specialties: HR Strategy & Planning | Administration & Operations | Project Management | Content Writing | Employee Communications| Exit Interview Facilitation | Employee Satisfaction Survey Analysis | HRIS and ATS Implementation | Coaching | Acquisition & Disposition Integration | Performance Management | Employee Relations and Grievances | Terminations and Reductions-In-Force | Restructuring | Benefits | Compensation | Job Descriptions and Design| Handbooks and Policy | Organizational Development | Learning and Development | Leadership | Employment Law | Inclusion & Diversity | Recruiting | Business Process Improvement | Data Management Planning | Resume Writing | Start-ups Certifications: Senior Professional in Human Resources (SPHR)

Market planning
Human Resource Management
Employee Engagement
Employee Onboarding
HR & Business Services
Human Resources Consulting
Employment Law
Human Resources Strategy
Organizational Design & Effectiveness
Content Writing
Leadership Development
Human Resources Compliance
Termination
Employee Relations
Recruiting
Compensation & Benefits
$100 hourly
Aanchal G.
- 4.8/5
- (285 jobs)
✅ Exceptional Quality ✅ Passionate Commitment ✅ Prompt Communication I am an Expert Business Consultant (ex-Bain & Co., MBA, CFA) with 9+ years of experience catering to 300+ global clients. On Upwork, I am a Top-Rated Plus and Expert-Vetted professional with 5-star ratings from all my clients. My specializations are: 📌Market Research and Analysis 📌Business Plan and Pitch Decks 📌Financial Modeling and Analysis 📌Business Transformation and Automation through AI 📌Startup Growth Strategy 📌Online Training and Course Development 📌Go-To-Market Strategy 📌Investor Presentations My clients love me for owning the work, being communicative, adhering to timelines, and being their go-to consultant. Take a look at what they have to say about me: "Aanchal was super sharp, prompt, easy to work with. Would work with her again!" (Aug 2024) "Excellent support and quality of work on the project by Aanchal. Highly Reliable . Exceeded expectations." (Jul 2024) "I am immensely satisfied with Aanchal's in-depth market research, comprehensive analysis, and inclusion of financial models showing me a representation of a real-world financial situation. Her professionalism, expertise, and dedication to delivering high-quality work make her an invaluable asset." (June 2023) “Aanchal is our go-to consultant when it comes to business management. Right from research, analysis, content to visualizations, her work and dedication are incredible.” (March 2023) “Aanchal’s attention to detail is keen! We have hired her for many projects because of her superior project management. She will inundate all of your expectations.” (Jan 2023) “Aanchal was amazing! She has a real passion for what she does and literally went above and beyond the job requirements - it felt as though she treated the work as her own. I am so confident that she will not only meet your expectations but exceed them so much so that if you find you are not 100% happy, I will pay for your project with her.” (Nov 2022)

Market planning
Organizational Behavior
Business Modeling
Curriculum Development
Financial Report
Elearning
Academic Content Development
Industry Research
Chartered Financial Analyst
Management Consulting
Employee Onboarding
Company Research
Procedure Manual
Training & Development
Equity Research
$145 hourly
Alan H.
- 5.0/5
- (242 jobs)
For more than 30 years I've been instrumental in the success of F500 companies, SMBs, and more than 150 startups. I'm highly recommended on Upwork, and have a high percentage of long-term and repeat clients. Expertise: - Business plans, financial models and pitch decks - Business coaching - Pricing models - Term sheets for partnerships, mergers, acquisitions, funding - Launch plans For startups and early-stage companies, I’ve written business plans and developed financial models, pitch decks, and funding strategies. I also co-founded a startup that my partner and I sold to a F500 company. I have developed strategic plans for a wide range of organizations in the US and Europe from companies like Intel to non-profits, usually implementing the plans with Objectives and Key Results (OKRs) or Key Performance Indicators (KPIs). I’ve also coached/mentored numerous individuals and teams, that improved their skills, and increased their productivity and effectiveness. If you are starting a new venture, launching a product, or raising capital, you must have a concept that the market needs and a clear plan. If you are growing, diversifying, pivoting, or re-engineering an existing business, you must have achievable goals and an executable plan. Whether you are starting or growing, I’ll work with you to develop strategies, plans, and materials that work. Some Major Accomplishments In the corporate world: as Manager of Commercial Systems Marketing with Intel, developed strategic plans for US and European growth, and set up a marketing group in Europe; as co-founder and Executive Vice President, started an international company that my partner and I sold to a Fortune 500 company; as VP of Marketing & Sales, took a small company from losing $1M/yr. to profitability and a buyout in less than 12 months. As a Private Consultant to more than 175 companies (to date): wrote a journal article that resulted in more than $10M in RFQs; led a solar energy company through their launch, the release of their first product, and their initial funding raise; worked with a software company management team to reengineer the company to be marketing driven; worked with the founder to launch a disruptive SaaS platform in the automotive industry; helped a private equity firm assess potential acquisitions and mergers; worked with a founder to transform a small B2C company into the world's largest B2B licensor of digital art. Let’s work together on your project!

Market planning
Sales Presentation
Marketing Strategy
Website Copy
Pricing
Business Writing
Management Consulting
Pitch Deck
Financial Model
Startup Consulting
Strategic Plan
Business Coaching
Business Plan
$80 hourly
Megan S.
- 5.0/5
- (81 jobs)
I am a multifaceted professional combining the roles of a Strategic Productivity Partner, Operations Manager, and Cybersecurity Project Manager. My expertise lies in equipping entrepreneurs, freelancers, and businesses with innovative productivity tools, habits, and processes, enabling them to control their time effectively, increase earnings, and work smarter. 🔹As a Strategic Productivity Partner (SPP), I stand as your resource ninja and accountability ally. I specialize in balancing multiple projects and tasks, ensuring efficient productivity management and accountability. My role involves creating streamlined workflows, setting realistic priorities, and reducing delays, which has been demonstrated in various clients. 🔹In my capacity as an Operations Manager, I excel in building and monitoring remote international operations and customer service teams. My skills in recruiting international freelancers, implementing project management tools like @monday.com, and establishing effective communication processes have consistently led to reduced turnaround times and enhanced task completion accuracy and quantity. As your Operations Manager, I focus on continually improving systems and automated processes to boost your team's productivity. 🔹As a Cybersecurity Project Manager and Operations Manager, I bring an integrated approach to managing and optimizing cybersecurity projects, operations and recruiting. This role demands strategic planning, stakeholder engagement, and meticulous attention to detail. A highlight of my experience in this domain is leading a team to achieve SOC2 compliance within a remarkable timeframe of just 6 months, showcasing my proficiency in navigating complex compliance requirements and enhancing project execution in cybersecurity. 🔹 I am now officially an Authorized Partner of @monday.com! EXAMPLES OF HOW I HAVE PARTNERED WITH CLIENTS: ✔️Working with a client to track multiple business priorities and his run for California State Senate using Monday. Com. The workflow and weekly priority updates process we follow has reduced ‘delayed tasks’ while setting realistic expectations that are now met. ✔️Worked with a rodent extraction company to implement Monday.Com to track department priorities, automate assignments and develop a company-wide dashboard. ✔️Working with a Developer from Austin to create a 7 step daily productivity process and implement Trello to track priorities. We meet 4 times a week to strategize his priorities, resolve challenges & complete his productivity process. ✔️Improved workflow process by transitioning a marketing agency from spreadsheets to Wrike, including auto responders and notifications. The agency grew 25% the month after the implementation. ✔️Provides support to a Mortgage Broker by automating their applicant workflow. By integrating Floify, Asana and Slack their international team was able to reduce the approval turnaround time by 3 days in their first month. ✔️Worked with a hearing specialist office to create a workflow, process documentation, outreach and monthly visits to 8 locations around the state. Automated ongoing process, reporting and notifications using Asana. ✔️Working with a Creative entrepreneur to use Monday to strategically prioritize client work while launching a new e-commerce business resulting in focused time for task completion and eliminating missed deadlines. ✔️Working with an Anesthesiologist to create a personalized task tracker and build productivity habits while juggling teaching, administration and clinical work resulting in clear expectations of when and what to do for focused task time. ✔️Working with an ADHD counselor to create a personalized priority and task tracker to organize tasks. Assist with strategic business planning including developing a budget tracking tool for financial planning. ✔️Support multiple clients to hire VA’s, marketing assistants, operations managers and customer support freelancers using the Upwork platform. Including creating the post, sourcing, hiring, onboarding training and approving hours. ✔️Worked with a Telehealth Consultant to create a daily productivity checklist and personalize tools to track priorities and business opportunities resulting in becoming a million dollar consultant. ✔️Worked with an online travel agency to recruit agents, onboard and develop a training program. A FEW CLIENT RESULTS: 🔹Responsible for project managing successful SOC2 Certification in 6 months 🔹 Improved a client’s prospecting processes using a pipeline to identify & nurture leads increasing their closed deals by 200% in 2 months 🔹 Implement Asana projects/templates/workflows to automate & systemize processes resulting reduced task turnaround time & increased my client’s web building agency book of business by 25% in 6 weeks 🔹 Setup a client’s CRM system, outreach campaign and follow up process to raise over $50 million of capital for a development project

Market planning
Personal Development
Marketing Operations & Workflow
Management Skills
Project Management
Business Operations
Time Management
Remote IT Management
Project Management Software
Business Coaching
Teachable
Kanban Methodology
Asana
Trello
Human Resource Management
$165 hourly
Jeff E.
- 5.0/5
- (259 jobs)
With 34 years of B2B sales expertise, I specialize in combining AI-driven automation with human expertise to create a sales process that is both highly efficient and deeply personal. AI can research prospects, automate outreach, and improve efficiency, but it is the human connection, strategic thinking, and emotional intelligence that ultimately close deals and build lasting relationships. My approach leverages AI for scale and efficiency, while ensuring that personal interaction, thoughtful follow-ups, and strategic conversations remain at the core of the sales process. By integrating AI-driven insights with real human engagement, businesses can achieve higher conversion rates, stronger client relationships, and long-term sales success. B2B Sales Leadership & AI Integration For the past 17 years, I have helped businesses grow by implementing proven sales strategies, refining outreach processes, and developing high-performing sales teams. In recent years, I have embraced AI-driven automation, allowing businesses to scale outreach and engagement while maintaining the human element that fosters trust and closes deals. Before launching my consulting practice, I spent 17 years at ADP, where I rose to Vice President of Sales and Alliances for the Tax Division, leading a team of 250 indirect reports. With deep expertise in sales leadership, AI-powered execution, and strategic engagement, I design and implement measurable, scalable sales solutions tailored to each business’s unique needs. How I Help Businesses Grow ✅ AI-Driven Sales Execution – Automating prospect research, outreach, and engagement while ensuring human connection at key touchpoints. ✅ Sales Strategy & Leadership – Defining value propositions, competitive differentiators, and outreach strategies to improve market penetration. ✅ Proven Sales Processes – Implementing structured steps of the sale to increase conversion rates, shorten sales cycles, and drive revenue growth. ✅ Sales Training & Development – Coaching teams to refine presentations, improve closing techniques, and build long-term client relationships. I bridge the gap between AI and human sales expertise, ensuring businesses maximize efficiency without sacrificing the relationships that drive long-term success. By strategically combining automation with personal engagement, I help companies create scalable, repeatable, and effective sales processes that deliver real results.

Market planning
Marketing Strategy
Digital Marketing
Sales Strategy
Email Marketing
Customer Relationship Management
Telemarketing
Sales
Lead Generation
$75 hourly
Andreas M.
- 4.8/5
- (77 jobs)
I’m a former investment banker at Deutsche Bank Alex Brown, general partner at Silicon Valley VC Mohr Davidow Ventures, co-founder of boutique VC firm Fast Ventures, and founder of Jackson Steiner, a micro hedge/distressed real estate investment fund. Combined, this amounts to 30+ years of experience in investment banking and venture finance. Today, a few years into semi-retirement, I help founders and CEOs turn their vision into compelling big-picture stories, align stakeholders around common goals and objectives, and persuade investors to back big strategic moves. My work with clients often comprises creating high-level (i) business plans and financial models, (ii) investor decks to support Pre-Seed, Seed, and Series A-D round fundraising, (iii) strategic narratives, and other high-stakes company presentations. My secret sauce is to create a narrative that evokes a sense of inspired belief among prospective investors and extends an open invitation to them to join my clients’ company stories. Naturally, this approach yields a clear edge over conventional run-off-the-mill presentations because it helps prospective investors find themselves where you want to go. Recent Client Successes: (i) Wander.com secured a combined $30 million in its Seed, Series A, and Series B rounds from top-tier VCs such as QED Investors, RedPoint, Susa Ventures, and others. They also secured a $100 million line of credit from Credit Suisse on Dec 1, 2022. (ii) Wander Atlas launched the first and only vacation rental REIT (Real Estate Investment Trust) raising $100 million in an exempt Reg D offering in Q1 2023. (iii) CoinPanel closed its €10 million Series A round in Q1 2023. (iv) Wellavi.com procured $10 million in growth financing from existing stakeholders and investors such as Backstage Capital and Graph Ventures. But don’t take my word for it; feel free to look them up (e.g., on Crunchbase, Forbes, Bloomberg). Other clients I worked with include BMW Group, CoinPanel.com, Neil Mandt (Crime Door), OnePak, PlantLife, Sharekey, Spotify, Tzmann.com, Viddoze.com, Wander.com, Wander Atlas, Wellavi.com, and many others. I would love to hear from you to discuss your project. I'm a native English speaker. I'm fluent in German and somewhat proficient in French. So, how about it? I’m looking forward to speaking. Andreas Mohr

Market planning
Business Presentation
Business Planning & Strategy
Financial Presentation
Presentation Design
Strategic Plan
Storytelling
Financial Prospectus Writing
Pitchbook
Strategy
Financial Modeling
Business Plan
Startup Consulting
Venture Capital Consulting
Business Modeling
$150 hourly
Arthur W.
- 5.0/5
- (142 jobs)
🤝Let's work together to transform your run-of-the-mill raise into a MUST-DO DEAL for your dream investors. "Your first impression of a thing sets up your subsequent beliefs. If the company looks inept to you, you may assume everything else they do is inept." – Daniel Kahneman Your first impression is your PITCH DECK. It takes between a tenth of a second and 30 seconds for an investor to form a first impression about your company. First impression bias can influence decision makers to place more weight on that first impression, than information received later. 👋 I’m Arthur. I work with founders of early-stage companies to build a virtuoso PITCH DECK that makes investors fall in ❤️ with you at first sight. I’ll build your Pitch Deck BACKWARDS so investors GET IT, LOVE IT, and GET BACK TO YOU fast. 5 years. 250+ Founders. 5000+ Hours. $800,000+ for me. $3,000,000,000+ for Founders who pitch my decks. I combine behavioural psychology and live performance praxis to unleash the power of a great Pitch Deck. Here’s my secret: → It’s NOT your Pitch Deck’s job to raise the money. → Your Pitch Deck’s job is to win the CALLBACK. It’s the GREAT CONVERSATIONS you have on those callbacks that raise the money. So, your Pitch Deck is pitching for the CALLBACK. To do its job, it needs to make a great first impression, fast. ✅It has to be SHORT ✅It has to be VISUAL ✅It has to PROVOKE A RESPONSE That’s what I love to help you do. Let’s work together to build an obviously awesome Pitch Deck that makes a great first impression with your dream investors + everything you need to find them, pitch them and follow them up. Let’s set you up to benefit from THE PYGMALION EFFECT - which occurs when someone else’s high expectations of you become a self-fulfilling prophecy. 💬 me to get started. P.S. Don’t settle for “I don’t get it”. 🎯Work with me to hear: “I get it. I love it. I’m in.”

Market planning
Financial Analysis & Valuation
Venture Capital Consulting
Financial Model
Business Proposal Writing
Startup Consulting
Financial Modeling
Microsoft PowerPoint
Growth Strategy
Copywriting
Business Writing
Presentations
Investor Overview
Project Proposal
Executive Summary
Pitchbook
$230 hourly
Brad M.
- 5.0/5
- (12 jobs)
👋 Welcome, I'm your go-to sales expert — pragmatic sales strategy, sales team leadership, execution, sales operations, team performance coaching and training, and sales process optimization. On top of that, I'm a proven lead generation expert, having built up a global B2B sales and lead generation agency called RevenueBuilder, with great success for over 1,000 clients since 2013. With 20 years in the game and over $146 million in deals closed in the last five years, I’ve learned, tested, and proven the right strategies to drive rapid growth for businesses looking to scale their lead generation and close deals fast. 🏆 Results & Achievements - Built out over 800 sales operations and revops environments in the US, APAC and UK. - Coached 400+ frontline sales reps, SDRs, AEs, and senior sales managers. - Delivered 540 live deals for Yieldify in just 4 months, doubling their sales cycle speed. - Brought in Carbonix’s first $1.5 million sale, building their sales operations across APAC and EMEA. - Increased Perenso’s SaaS pipeline with a 400% boost in Sales Qualified Leads in 3 months. - Achieved a 1600% increase in leads for BBG Media, with an impressive 70% close rate. - Generated a 250% ROI in 3 weeks for Global Rev Gen, with renewed contracts extending over 2 years. 🔥 Sales Expertise - Lead Generation: I design highly efficient sales processes to bring in quality leads quickly. - Sales Velocity: I cut down sales cycles so deals move faster through your pipeline. - Sales Strategy: I craft and implement practical sales playbooks tailored to your business needs. 🎓 Education - London Business School – Associate's degree, Marketing (2008-2011) - University of Melbourne – Frontline Sales Management (2003) - Chartered Institute of Marketing – Sales Management, Graduate Certificate (2002) 👨‍💼 Consulting Style I’m hands-on and action-oriented. I’ll guide you in building out a sustainable sales motion, from lead gen to closing deals. I lead by example, inspire your team, and get you the results you need—fast. I also coach salespeople to execute high-performance sales strategies that accelerate deal flow. 🤝 Let’s Work Together If you’re ready to scale your leads, close more deals, and build a winning sales strategy, let’s connect. I’m here to help you fast-track your success, and if I’m not the right fit, I’ll point you to someone who is. Sound good? Message me today. Brad Monaghan, the RevenueBuilder

Market planning
Marketing Strategy
Sales Funnel Copywriting
Sales Lead Lists
Sales Copywriting
Sales Promotion
Sales Consulting
Sales Coaching
Sales Prospecting Software
Lead Management Automation
Sales Enablement
Business Development
Sales Development
Sales Leadership
Outreach Strategy
Sales Strategy
Sales Operations
Sales Management
Outbound Sales
Lead Generation
Sales
$85 hourly
Gehad A.
- 5.0/5
- (9 jobs)
MSc in Information Systems Management | Elite PMP, PgMP, & PMI-ACP, PfMP, PBA With 16 years in the tech industry, I specialize in Agile methodologies and project management, consistently achieving a remarkable success rate. My strengths lie in software development strategy, visionary leadership, and tailored solutions for SMEs. Notable accomplishments include pioneering innovative business paradigms and championing sustainability in diverse projects. My educational background, highlighted by a Master's in Information Systems Management and top-tier certifications like PMP and PMI-ACP, complements my hands-on experience. I approach every project with passion, precision, and a commitment to delivering unparalleled value.

Market planning
Cross Functional Team Leadership
Software Architecture & Design
Solution Architecture
Portfolio Management
Agile Software Development
Agile Project Management
Management Information System
User Experience Design
FinTech
Project Portfolio Management
Product Development
Business Analysis
Project Management
IT Consultation
$97 hourly
Phyllis B.
- 5.0/5
- (111 jobs)
TOP RATED+ BY CLIENTS EXPERT VETTED BY UPWORK ENTERPRISE TEAM (Upwork is researching why job success dropped from 100% to 82% with 5-Star client ratings.) What's more exciting than delivering results for my clients? Nothing! I’ve built a strong reputation delivering leads and sales to my clients – at a profitable ROI. How? It starts with a strategy and project plan. Then we leverage the most effective and cost-efficient tactics for their product and prospect audience. Our lead generation tactics can include cold email, SEO, PPC, digital presence, lead funnels, websites, landing pages, and conversion rate optimization. Our clients target upscale, international audiences and hyper-targeted local niches. We're adept at creating a unique and highly effective marketing strategy, implementation plan, and measurement plan for each individual client. The result is a significant increase in sales and profits. Are you interested in getting more qualified leads, closing more sales, and improving profits? Reach out today! Let's chat about your business goals!

Market planning
Business Presentation
Sales & Marketing Collateral
Business Proposal Writing
A/B Testing
Content Marketing Strategy
SaaS
B2B Marketing
Business Development
Copywriting
Conversion Rate Optimization
Website Optimization
Content Marketing
Internet Marketing
Email Marketing
Marketing Strategy
$125 hourly
Evan Heron F.
- 5.0/5
- (399 jobs)
Get 2X-5X more investor meetings 🦄 $𝟱𝗕+ 𝗳𝗿𝗼𝗺 𝘁𝗼𝗽 𝗩𝗖𝘀: 𝗮𝟭𝟲𝘇, 𝗦𝗲𝗾𝘂𝗼𝗶𝗮, 𝗟𝗶𝗴𝗵𝘁𝗦𝗽𝗲𝗲𝗱, 𝗧𝗶𝗴𝗲𝗿, 𝗜𝗻𝘀𝗶𝗴𝗵𝘁, 𝗦𝗼𝗳𝘁𝗕𝗮𝗻𝗸 + 𝗞𝗵𝗼𝘀𝗹𝗮 🏆 15+ years capital markets experience 🥇 #1 on Upwork worldwide 🌟 The founders I work with are pitching at the high-stakes table. I help them crush it: ● "SoftBank is leading the round - $70M on 725 pre-money" ● “Sequoia wants to lead the round” ● “On our first Series A pitch, we got a verbal offer from Andreessen Horowitz” ● "Someone from the audience at the JP Morgan event stood up and told us BEST PITCH EVER" Founders that work with me are at LEAST 2Xing their raises. ⚡︎I cannot help everybody, but we may be a great fit if you are thinking: ● "There's millions on the line and I want the BEST" ● "Our story has changed since last round!" ● "I know how to run my business, but maybe I'm too close to it" ● "I'm NOT a pitch expert, and I don't have time to mess around with powerpoint!" ● "The last pitch we did was embarrassing - I don't want that EVER again" ● "I need a full pitch package that I KNOW 100% will tell our company’s story RIGHT" We focus on Series A - D rounds ($2M minimum if Late Seed) 🦄 Past clients include: Eterneva Place Technology PATH water SVES 40+ Venture Capital / Private Equity / Hedge Funds Working with me, you will ★ Stop struggling with powerpoint - we handle the Pitch Story, Investor Strategy, Verbal Talk Track, Market Research, Design & Pitch Strategy ★ Put your best foot forward for your one shot with that Tier 1 investor ★ Anticipate investor objections and pre-handle them ★ Receive turnkey, investor-grade, futureproofed documents that raise capital ★ Captivate investors with the elite pitch strategies that $1B+ founders use in their raises ★ Work with an experienced full-stack team that regularly wins business over Goldman Sachs ...and even save money by taking my high-quality work and reusing it in your sales decks My clients have a LOT to say about me: ✅ 𝑰 𝒄𝒐𝒖𝒍𝒅𝒏'𝒕 𝒓𝒆𝒄𝒐𝒎𝒎𝒆𝒏𝒅 𝑬𝒗𝒂𝒏 𝒎𝒐𝒓𝒆 - 100% 𝒘𝒐𝒓𝒕𝒉 𝒕𝒉𝒆 𝒊𝒏𝒗𝒆𝒔𝒕𝒎𝒆𝒏𝒕! -Shark Tank Winner with multiple VC backing, raised $10M in 3 weeks ✅ 𝑻𝒉𝒊𝒔 𝒅𝒆𝒄𝒌 𝒖𝒏𝒍𝒐𝒄𝒌𝒆𝒅 𝒂 $30𝑴 𝒅𝒆𝒂𝒍 & 𝑰𝑷𝑶 -Lead investor of Consumer business ✅ 𝑶𝒖𝒓 𝒅𝒆𝒄𝒌 𝒘𝒂𝒔 𝒔𝒐 𝒉𝒐𝒕 𝒕𝒐𝒅𝒂𝒚 𝒊𝒕’𝒔 𝒄𝒓𝒂𝒛𝒚… 𝒕𝒉𝒆 𝑺𝒊𝒍𝒊𝒄𝒐𝒏 𝑽𝒂𝒍𝒍𝒆𝒚 𝑽𝑪𝒔 𝒘𝒆 𝒑𝒊𝒕𝒄𝒉𝒆𝒅 𝑳𝑶𝑽𝑬𝑫 𝑰𝑻... -Biotech CEO with $500M raised + 4 exits + 1 IPO ✅ 𝑾𝒉𝒂𝒕 𝑬𝒗𝒂𝒏’𝒔 𝒅𝒐𝒊𝒏𝒈 𝒊𝒔 𝒑𝒖𝒓𝒆 𝒎𝒂𝒈𝒊𝒄 -Founder who raised $10M in 8 weeks Not every business is my client, though. Some signs we might not be a good fit include: ✗ The company is struggling to pay salaries - can’t do that in good conscience ✗ ”Respect for others” is not a core value - we love working with awesome people we respect I've pitched 100s of investors and successfully raised for my own Consumer Products business. I’ve also been an investor, advisor and director – and now I run our inhouse VC - so I’ve got a 360 view from every seat at the boardroom table. I know what it takes to generate investor documents that you feel confident pitching and investors feel safe investing in. 🔢 My stats: ● #1 globally on Upwork in Pitch Decks... and the entire Finance category ● $5B+ raised: SAFE, equity, convertible, debt, bridge, mezz ● Clients raised $22M / week in 2023 on avg + 3 IPOs ● Over 2,000 Pitch Decks + Business Plans built ● Over 1K financial forecasts built from scratch ● Featured in Forbes, TechCrunch, INC, Business Insider + more 🦄 About my company Unicorn Capital: INTEGRITY IN EXCELLENCE above all things: Excellent work, on time, every time. We only take on projects we are certain we can knock out of the park. Our time is LIMITED: We work fast, but we have 40% Repeat Clients + 40% Referral + over 10 Upwork project invites DAILY + 5+ from Paid Ads + other inbound. We have to choose new clients carefully. We have a waitlist. (This is not a sales tactic. It is reality.) What we look for in a new client: ● Open mind, relaxed attitude ● Values integrity & relationships ● Focused on improving, lets their actions speak louder than words ● Knows our minimum scope, and wants the BEST 🇺🇸 Discount for US military veterans, active service military, first responders and founders w/full-sleeve tattoos Sound like a fit? Next steps: 📺 Watch the videos on my Upwork profile and in my work examples 🟢 Press '...' button then ‘Send Message’ button in the top right-hand corner 💬 Write me a personalized note including why you think we’re a good fit to work together Expertise: Consumer, Luxury, Manufacturing, Cannabis, Ecommerce, CPG, PE, VC, Pharma, Healthcare, Medtech, Biotech, B2B, SaaS, Tech, Fintech, Capital Raising, Pitch Decks, Investor Decks, Pitchbook, Information Memorandum, CIM, Machine Learning, AI & OpenAI ChatGPT, LLM, ML, Financial Modeling, Investor Strategy

Market planning
Presentation Design
Business Writing
Microsoft PowerPoint
Business Presentation
Pitch Deck
Fundraising
Investor Roadshow
Management Consulting
Pitchbook
Venture Capital
Venture Capital Consulting
Startup Consulting
Investor Overview
Financial Modeling
Business Plan
$20 hourly
Biswadeep C.
- 4.9/5
- (15 jobs)
Hello! I’m an experienced marketing professional with over 10 years of experience, specializing in SEO strategy, content marketing, and serving as a fractional CMO. I've collaborated with an extensive range of businesses, from local startups to large IT and marketing companies, managing large-scale projects with a sharp focus on boosting online presence and driving business growth. I hold a Bachelor's degree in Marketing and Communication. Throughout my career, I've focused on SEO strategy, content marketing, and acting as a fractional CMO. I thrive on crafting personalized marketing solutions that not only meet but exceed the expectations of the businesses I work with. Whether it’s revamping your website design, enhancing your content for better engagement, or leveraging AI automation for smarter operations, I'm here to guide you every step of the way. My work has allowed me to collaborate with diverse sectors such as product development, SaaS, e-commerce, and real estate, as well as specialized fields like psychology, legal services, and more. This broad experience has enriched my ability to adapt and tailor my approach to suit various industry needs. I am passionate about helping businesses achieve their marketing goals through innovative and data-driven strategies tailored to each client’s unique needs.

Market planning
Sales Funnel Builder
Business Development
Administrative Support
Dropshipping
Ecommerce
Project Management
Marketing Operations & Workflow
Email Marketing
Digital Marketing
Sales & Marketing
Social Media Marketing
Google Ads
Facebook Advertising
SEO Backlinking
Search Engine Optimization
$200 hourly
Ron G.
- 3.7/5
- (3 jobs)
Ron is a serial entrepreneur with a passion for innovation. A technology enthusiast at heart, Ron has founded companies leveraging artificial intelligence and machine learning to help solve complex business problems for Fortune 500 companies. He is the co-author of The AI Book, the first globally crowdsourced book on the application of AI for financial industries. Ron is a frequent speaker at conferences and on podcasts on the topics of artificial intelligence, insurance, working with startups as an enterprise, business, and finance. Ron was named one of the top 30 insurtech entrepreneurs to watch by DigitalInsurance. Ron’s most recent experience was as Founder and CEO of Chisel AI, one of the leading providers of Artificial Intelligence solutions for the insurance industry. Chisel focused on automating routine, mundane, and repetitive back office tasks involving paperwork such as intake, quoting, policy management, document indexing, claims, and more. Ron is especially skilled at working with large organizations to understand their needs, break down complex problems, design solutions to solve them, and manage stakeholders through project delivery. Ron has secured and implemented projects for several of the largest brokers and carriers in the world. Chisel and Ron were also winners of the inaugural Zurich Innovation World Championship taking home the gold medal, winners of the 2018 Accord Innovation Challenge taking home gold, and many other accolades during Ron’s nearly 8 year tenure.

Market planning
Management Consulting
Entrepreneurship
Business Plan
Startup Company
Insurance
Financial Modeling
Artificial Intelligence
Business
Software Development
Fundraising
$150 hourly
Caleb P.
- 5.0/5
- (21 jobs)
Are you overwhelmed, feel like you're constantly putting out fires in your business or unsure how to profitably grow without burning out? I can help. I've helped raise and place $100M in private investor capital, scaled multiple businesses and led sales, marketing and growth initiatives over the past 18 years. I've built and led sales teams, modeled financial proformas, setup marketing automations, ran multi-channel marketing campaigns and closed hundreds of my own sales. I'm here to put that real-world experience to work for you so you spend less time putting out fires in your business and more time doing what you love. Let me help you: - refine your sales strategy for reliable results - increase conversions and lifetime client value from your marketing efforts - automate your operations so you have more time and less dropped balls - tap into capital to fund your business through private sources - support your Mergers & Acquisitions division & conduct due diligence - get a clear path to success with financial projections & cashflow modeling I look forward to working with you.

Market planning
Sales Funnel
Excel Formula
Microsoft Excel
Joint Venture
Mergers & Acquisitions
Marketing Automation
Strategy
Sales
Outbound Sales
Finance
Creative Direction
Freelance Marketing
Marketing
Sales Strategy
Real Estate
$25 hourly
Elvira B.
- 4.9/5
- (193 jobs)
Hi, I am Elvira. I am a native speaker of Romanian and Russian and Writing is my Passion. I know how to write content that tells and sells. All of my services go through a Quality Control procedure, so you can be sure that the product you receive is absolutely qualitative. - SEO friendly writing in Romanian and Russian languages; - Creative writing for websites, blogs, landing pages, pages on social networks; - Experience in Marketing and Marketing Research (4+ years); - Experience in Romanian and Russian Language localization of games, Apps, and websites. - Experience in Social Media Promotion; - Experience in translating articles, academic papers from English into Romanian and Russian and vice versa; - Skills and experince in writing academic papers; - Working skills in Microsoft Office and SPSS.

Market planning
SEO Keyword Research
Website Content
Search Engine Optimization
Translation
Copywriting
About Us Page
Candidate Interviewing
Writing
Proofreading
English to Romanian Translation
Romanian to English Translation
Business Writing
English
Romanian
Russian
$250 hourly
Leonardo R.
- 5.0/5
- (68 jobs)
⭐⭐⭐⭐⭐ Schedule a FREE CALL. Click "𝐌𝐞𝐬𝐬𝐚𝐠𝐞" or "𝐈𝐧𝐯𝐢𝐭𝐞". 🥇 Former Toyota and Stellantis business engineer & MBA specializing in innovation and technology projects. Founder of Leoplans.com. 12+ years of experience in strategy for Fortune-10, Fortune-500, startups, and small businesses. Why I am internationally top-ranked for business plans and investor decks: 🕒 Quick Turnaround 🔍 Thorough Analysis 📊 Clear Design ✒️ Effective Style 🤝🏻 Focused on Your Goals 🏛️ First-Hand Experience I specialize in technology and innovative industries: ✅ Online Business, Platforms, Marketplace, App, Software, SaaS, IaaS, Cloud, Data Centers ✅ Web3, Cryptocurrency, Blockchain, Emerging Technology, Crypto business plan, NFT, Metaverse, Play-to-Earn, ICO, artificial intelligence (AI), virtual reality (VR), Machine Learning ✅ Automotive, Manufacturing, Logistics, Energy ✅ Appliances, Hardware, Kitchenware, Cookware ✅ Food & Beverage, Restaurants, Travel, Hospitality, Events ✅ Fintech, EdTech ✅ Retail, Wholesale, e-Commerce ✅ Apparel, Fashion, Beauty + More industries too Professional business plan or Investor Pitch Deck content: ◾ 𝗜𝗻𝘁𝗿𝗼: Value Proposition, Team, Entity Overview ◾ 𝗠𝗮𝗿𝗸𝗲𝘁: Industry, Competitors, Customers ◾ 𝗠𝗮𝗿𝗸𝗲𝘁𝗶𝗻𝗴 & 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀: Targeting, Positioning, Marketing Mix, Products & Services, Roadmap, Go-to-Market Strategy ◾ 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹𝘀: Income Statement, Balance Sheet, Cash Flow I can include additional sections for your particular needs 📝 I welcome any type of investor pitch deck and business plan writing, and I have experience in all the processes and technical documentation involved in closing business deals: - Proforma Financial Model - Informal Valuation - One-Pager, Executive Summary, Investment Teaser - SBA Business Plan and more 🟢 Let's talk more about your project 📞 𝗖𝗼𝗻𝘁𝗮𝗰𝘁 𝗺𝗲 𝘁𝗼 𝘀𝗰𝗵𝗲𝗱𝘂𝗹𝗲 𝗮 𝗳𝗿𝗲𝗲 𝗰𝗮𝗹𝗹 — — Ｆ．Ａ．Ｑ．— — 𝐖𝐡𝐲 𝐝𝐨 𝐭𝐡𝐞 𝐩𝐫𝐢𝐜𝐞𝐬 𝐨𝐟 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐩𝐥𝐚𝐧 & 𝐩𝐢𝐭𝐜𝐡 𝐝𝐞𝐜𝐤 𝐜𝐨𝐧𝐬𝐮𝐥𝐭𝐚𝐧𝐭𝐬 𝐯𝐚𝐫𝐲 𝐬𝐨 𝐦𝐮𝐜𝐡? The document quality you may need differs depending on the document's purpose. For example, if the intended reader of the document is a venture capital investor, private equity firm, bank, or another heavy-hitter executive assessing a multi-million dollar investment or partnership with you, I can help you create a first-class document showcasing your business opportunity in a compelling way. On the other hand, if you just need a business plan template for your own internal brainstorming and planning of a one-employee business, you probably won't need the type of documents I create. I would like to learn more about your needs to understand whether we are a good fit. 𝐖𝐡𝐲 𝐝𝐨 𝐞𝐧𝐭𝐫𝐞𝐩𝐫𝐞𝐧𝐞𝐮𝐫𝐬 𝐡𝐢𝐫𝐞 𝐚 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐜𝐨𝐧𝐬𝐮𝐥𝐭𝐚𝐧𝐭 𝐭𝐨 𝐜𝐫𝐞𝐚𝐭𝐞 𝐭𝐡𝐞𝐢𝐫 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐩𝐥𝐚𝐧, 𝐩𝐢𝐭𝐜𝐡 𝐝𝐞𝐜𝐤, 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥𝐬, 𝐞𝐭𝐜., 𝐢𝐧𝐬𝐭𝐞𝐚𝐝 𝐨𝐟 𝐰𝐫𝐢𝐭𝐢𝐧𝐠 𝐭𝐡𝐞 𝐝𝐨𝐜𝐮𝐦𝐞𝐧𝐭𝐬 𝐛𝐲 𝐭𝐡𝐞𝐦𝐬𝐞𝐥𝐯𝐞𝐬? Entrepreneurs that don't have the time or expertise to create high-quality corporate documents, proforma financials, and presentations generally prefer an expert to produce such documents for them. 𝐃𝐨 𝐲𝐨𝐮 𝐩𝐫𝐨𝐯𝐢𝐝𝐞 𝐠𝐫𝐚𝐩𝐡𝐢𝐜 𝐝𝐞𝐬𝐢𝐠𝐧 𝐬𝐞𝐫𝐯𝐢𝐜𝐞𝐬? My designs work well with investors and business executives, yet, I don't offer full graphic design services. For example, I provide one theme only, don't assemble mood boards, don't redesign draft presentations that clients already created, and don't change a design based on aesthetic preferences. I would be happy to show you more samples of my past designs. 𝐇𝐨𝐰 𝐝𝐨 𝐈 𝐠𝐞𝐭 𝐬𝐭𝐚𝐫𝐭𝐞𝐝? Contact me on Upwork to schedule a call. +

Market planning
Fundraising Presentation
Presentation Design
Business Presentation
Immigration Business Plan
Personal Business Plan
Financial Plan
Business Plan Writing
Business Plan
Pitchbook
Startup Pitchbook
Pitch Deck
Business Writing
Business Planning & Strategy
Business Analysis
$20 hourly
Muhammad Arslan R.
- 4.9/5
- (2,093 jobs)
- 12 years of top performance on Upwork 🏆 - More than 2,000 satisfied international clients 😊 - 1,600 plus 5 Star reviews ⭐️ - Bespoke solutions for all industries 🤝 This is what sets me apart from other freelancers: ✅ Free consultation ✅ 24/7 support ✅ Experience in a wide range of industries ✅ Hands on experience in multiple financial tools ✅ Strong relationship with industry leaders

Market planning
Business Planning & Strategy
Business Plan Writing
Accounting
Xero
QuickBooks Online
Bookkeeping
Business Writing
Business Plan
Business Analysis
Financial Presentation
Financial Modeling
Business Valuation
Business Proposal Writing
Financial Writing
Company Valuation
$40 hourly
Desiree M.
- 4.7/5
- (199 jobs)
You’ve got a story to tell, a message to share, a legacy to leave. And you don’t want just another freelancer. You want a partner. A guide. Someone who gets it. I’m that someone. For the past 10+ years, I’ve helped authors, thought leaders, coaches, and business owners get their books out of their heads and into the world with clarity, confidence, and purpose. Beautifully written, professionally packaged, and strategically launched Whether you’re starting from a blank page, sitting on a messy draft, or ready to publish and promote, I meet you where you are and help you finish strong. What I Do ✔️ Ghostwriting & collaborative writing (memoirs, how-to, thought leadership) ✔️ Editing & formatting (developmental edits, line edits, clean interiors) ✔️ Book publishing setup (Amazon KDP, IngramSpark, wide distribution) ✔️ Author platform + book launch strategy (email, social, promo, pre-orders) If you’re ready to finally finish and publish your book—and position it as a lead-generating, authority-building, legacy-leaving asset—I’ve got you. Why It Works I’ve been supporting authors, entrepreneurs, and creators for over 10 years. I'm a strategist at heart, but also a word nerd with a deep love for the creative process. Clients often say I give them clarity and confidence. They call me a “book midwife” because I don’t just do the work. I walk with you, encourage you, and bring your big ideas to life. What You Can Expect ✔️ Clear deliverables + realistic timelines ✔️ Strong communication throughout ✔️ Strategic thinking + creative excellence ✔️ A finished product that reflects your voice and sells Let’s Talk I believe your book should do more than just exist. It should connect, convert, and create opportunities for your readers and for you. If you’re finally ready to get your book done (without the overwhelm), send me a message and let’s make it happen.

Market planning
WordPress
Adobe InDesign
Adobe Illustrator
Adobe Photoshop
Adobe Premiere Pro
Copy Editing
Web Design
Creative Writing
Social Media Marketing
Proofreading
Content Writing
Copywriting
Business Writing
Ghostwriting
$150 hourly
Seon K.
- 5.0/5
- (98 jobs)
TechStars Mentor | Startup and Accelerator Advisor | London Business School MBA | $900M+ in Pre-seed to Series C+ Raises | Top-rated Investor Pitch Deck & Fundraising Specialist Did you know that only 1% of startups land funding? Founders quickly learn that developing a strong pitch is time consuming and incredibly difficult. When they do hit the road, they find that investors are almost always unresponsive, misaligned, or respond negatively. But this doesn’t have to be you. I help business founders and owners stand out from the crowd, engage with the right investors, and accelerate the fundraising process through: ・𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝗽𝗶𝘁𝗰𝗵 𝗱𝗲𝗰𝗸𝘀 that win attention. A bespoke design or redesign that combines deep expertise and proprietary methodologies to tell your story with clarity, credibility, and impact. ・𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝗺𝗮𝘁𝗰𝗵𝗺𝗮𝗸𝗶𝗻𝗴 that works. Maximize your fundraising efficiency and success with custom-researched investors whose interests and track records align with your business. ・𝗢𝘂𝘁𝗿𝗲𝗮𝗰𝗵 𝘀𝘂𝗽𝗽𝗼𝗿𝘁 that converts. Targeted messaging, investor Q&A prep, and strategic guidance to drive connections and start conversations. Trying to navigate fundraising on your own is like learning plumbing to fix a major home issue - hire a plumber instead. Work with me to save time, effort, frustration, and exponentially boost your chances of a successful raise. I personally work on all of my engagements, so I only have bandwidth for a limited number of clients who are serious about raising capital. Message me now for a quick chat and let's see if we have a fit - this conversation just might shape the future of your business.

Market planning
Investor List
Entrepreneurship
Venture Capital
Microsoft Excel
Venture Capital Consulting
Startup Consulting
Startup Pitchbook
Fundraising
Business Presentation
Presentation Design
Presentations
Fundraising Presentation
Pitchbook
Pitch Deck
Microsoft PowerPoint
$35 hourly
Steve O.
- 4.7/5
- (223 jobs)
I have created and executed communication campaigns in print, radio, television, and on the Internet for TV Guide, Proctor & Gamble, the NFL Philadelphia Eagles, the NBA NJ Nets, the NHL NJ Devils, the NHL Ottawa Senators, Comcast Spectacor, Merck, Johnson & Johnson, and the LA Forum. I earned a B.S. in Finance with a Marketing minor from LaSalle University. A member of the International Association of Professional Writers and Editors (IAPWE), my work has been recognized with more than 100 industry awards in all media.

Market planning
Press Release Writing
Social Media Content
Sales Copywriting
Direct Mail
Video Advertising
Editing & Proofreading
Market Planning
Customer Relationship Management
Case Studies
Website Copywriting
Lead Generation Content Creation
Copywriting
Search Engine Optimization
Email Marketing
Storytelling
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Last updated: Jul 17, 2025

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How to Hire Top Market Planning Specialists

MARKET PLANNING SPECIALISTS

What is market planning?

Market planning is the practice of developing a roadmap for marketing your products and services. A marketing plan clearly outlines your marketing goals and the steps you need to take to achieve them.

Here’s a quick overview of the skills you should look for in market planning professionals:

Market planning
Market research
Marketing strategy
Communication (written, verbal, and visual).

Why do you want to hire market planning specialists?

The trick to finding top market planning specialists is to identify your needs. Is your goal to find someone to set SMART (specific, measurable, achievable, realistic, and timely) goals for a new marketing campaign? Will you require experience marketing within a specific industry such as health and wellness? The cost of your project will depend largely on your scope of work and the specific skills needed to bring your project to life.

HOW TO HIRE MARKET PLANNING SPECIALISTS

Market planning specialists can help you with the “4 Ps” of marketing: product, price, place, and promotion.

So how do you hire market planning specialists? What follows are some tips for finding top market planning specialists on Upwork.

How to shortlist market planning professionals

As you’re browsing available market planning consultants, it can be helpful to develop a shortlist of the professionals you may want to interview. You can screen profiles on criteria such as:

Industry fit. You want a market planning specialist who understands your industry so they can help you figure out how best to reach your target market.
Project experience. Screen candidate profiles for specific skills and experience (e.g., performing a SWOT analysis to highlight a marketing strategy’s strengths, weaknesses, opportunities, and threats).
Feedback. Check reviews from past clients for glowing testimonials or red flags that can tell you what it’s like to work with a particular market planning specialist.

How to write an effective market planning job post

With a clear picture of your ideal market planning specialist in mind, it’s time to write that job post. Although you don’t need a full job description as you would when hiring an employee, aim to provide enough detail for a contractor to know if they’re the right fit for the project.

An effective market planning job post should include:

Scope of work: From setting SMART goals to writing a marketing plan, list all the deliverables you’ll need.
Project length: Your job post should indicate whether this is a smaller or larger project.
Background: If you prefer experience with certain industries, technologies, or marketing tools, mention this here.
Budget: Set a budget and note your preference for hourly rates vs. fixed-price contracts.

Ready to maximize the effectiveness of your marketing efforts with a solid marketing plan? Log in and post your market planning job on Upwork today.

FAQS FOR HIRING MARKET PLANNING SPECIALISTS

How much does it cost to hire a market planning specialist?

Rates can vary due to many factors, including expertise and experience, location, and market conditions.

An experienced market planning specialist may command higher fees but also work faster, have more-specialized areas of expertise, and deliver higher-quality work.
A contractor who is still in the process of building a client base may price their market planning services more competitively.

Which one is right for you will depend on the specifics of your project.

How long should you contract a market planning specialist to complete your project?

As difficult as it is to estimate how long you will need a market planning specialist, budgeting time is very important to keeping your project on track.

Be prepared to budget more time for more-demanding market planning projects. For example, creating a marketing plan for a single promotional campaign you wish to run on Facebook will take less time than developing a marketing plan for a multichannel marketing campaign.

What are the steps involved to hire market planning specialists?

Here’s how to hire market planning consultants in four simple steps:

Identify your project needs, whether it’s content marketing or social media marketing.
Define the scope of work and write a detailed job post. Be specific about deliverables (e.g., work with the content marketing team to set SMART goals and develop a content calendar).
Review proposals and shortlist potential market planning specialists for unique skills needed to bring your project to life (e.g., creating a marketing plan for a pay-per-click advertising campaign).
Interview market planning talent to gauge whether they’re the right fit for your project.

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