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Clients rate Market planning professionals
Rating is 4.8 out of 5.
4.8/5
based on 201 client reviews
  • $100 hourly
    -Financial Planning, Modelling and Forecasting -Business Plan (Including Strategy & Operations) -Market Research and Analysis -Marketing Plan -Financial Advice, Loans, Equity and Investors. -Startup Mentoring and Coaching I am a Warwick Business School Executive MBA (ranked 6th by The Economist and 20th by the Financial Times) with over 20 years of experience providing management consulting and financial services to SMEs and startups. I have worked on multiple projects and have experience within different industries and countries, from Australia, the Middle East, Europe, the United States, Canada and LATAM, among others. I have done multiple business plans, marketing plans, financial models, and market research for clients looking for funding, loans, or equity. Based on my banking experience, I know how to write comprehensive business plans, create financial models and market analyses to convince banks and investors that your project is second to none. If you need some of my services, I am here to help you. I am a good listener and always keen to give a hand. I think the quality of service is a must and I will ensure you are always happy with my job. Please, contact me to discuss your project, and I will be very glad to work with you.
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    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
  • $125 hourly
    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 book marketing, proposals, and editing. 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. I've worked on adult books on personal development, mindfulness, parenting, business, fiction, and science fiction. Let me help you take your book from good to great!
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    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
  • $80 hourly
    With over 18 years of experience in the food and beverage industry, I am a highly skilled professional in the areas of operations management, planning, budgeting, recruitment, P&L analysis, menu development, new store launch, and supervision of MEP system implementation. As a computer and communications engineer, I bring a unique set of technical skills and knowledge to the table, and have a proven track record in digital transformation planning and implementation for large chains. My analytical skills allow me to identify opportunities for improvement and optimize operations for increased efficiency and exceptional customer service. Consistency is a key principle that underlies all my work. In addition to my expertise in operations management and engineering, I also offer a wide range of pre- and post-opening services such as: Restaurant Concept Development Menu Costing and Development Recruitment Staff Training Performance Analysis Digital transformation and implementation Marketing and Advertising strategy development Inventory Management Cost Control and Budgeting Supply Chain Management Customer Service Training Point of Sale system integration and training Data Analysis and Reporting Loyalty Programs and Customer Retention strategy Business and Financial Planning Technology and Automation integration Continual improvement and best practices implementation Feasibility Studies Training Manuals and SOPs
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    Arabic
    Organizational Plan
    Hospitality & Tourism
    Business Development
    English
    Spreadsheet Software
    Business Analysis
    Italian
    Digital Transformation
    Team Management
    Restaurant Menu
    French
    Customer Service
    Strategy
    Food & Beverage
  • $100 hourly
    ✅ 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: "Very professional - understood the issues and gave timely and thorough work." (Jan 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)
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    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
  • $175 hourly
    Hi I'm Warren, I coach entrepreneurs & leaders to unlock their true potential, maximising their personal & business performance to achieve amazing results. Leading to high growth in revenue and clarity of direction. My Clients often achieve the following: - Gain clarity on vision and goals - Improve business growth & speed of execution - Boost confidence in ability to achieve future goals & targets - Enhanced leadership skills through coaching and mentorship When you hire me you get: - Someone to hold them to account on execution - Proven senior leader, coach & mentor - Productivity specialist & mentor Areas of Expertise: - Leadership / Executive Coach - helping leaders unlock their true potential (ICF Coach) - Business Mentor in Retail, Property, Startups & Technology - Productivity Specialist - following the GTD Methods Career Highlights: - Leader of Managed Services Organization for Global IT Services Business - General Manager - responsible for building and leading new areas of focus - Co-Founder of 3 UK Business in Property, Retail & Consultancy - Raised over £300k in funding for Retail Business on Seedrs - Retail business has gone from £0 revenue to over £1m in the first 2 years - Clear knowledge of building Go To Market Plans/Strategy (GTM) and executing on the plans - Leadership Coach - trained at the Henley Business School - Virgin Startup Mentor | Henley Business School Mentor | TechStars Global Mentor Niche backgrounds working in IT Services, Government, Startups, Travel, Retail, Consultancy & Property. In today’s complex and increasingly dynamic business environment, traditional education and professional training only gets you so far. Request an initial consultation to see how we can partner together. My goal is to help unlock your thoughts and evolve your personal development. "Knowing yourself is the beginning of all wisdom" - Aristotle
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    Leadership Coaching
    Business Coaching
    Marketing
    Sales Leadership
    Coaching
    Executive Coaching
    Leadership Training
    Leadership Skills
    Business Consulting
    Life Coaching
    Career Coaching
    Leadership Development
    Business Planning & Strategy
    Market Planning
  • $35 hourly
    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.
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    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
  • $90 hourly
    15 years as business consultant - emerging technologies and organizational development 12 years focus on the SaaS business model worked in Germany, Italy, Austria, Switzerland, Iceland and Israel English / German / Italian
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    Financial Modeling
    Business Proposal Writing
    Social Media Marketing
    SaaS
    Business Development
    Business Plan
    Business Analysis
  • $30 hourly
    ◾ Content Planning & Ideation ◾ Scriptwriting & SEO-ready writing ◾ Proofreading & Editing ◾ Strategic Titling & Description composition ◾ Competitor Analysis ◾ Thumbnail Optimization for greater CTR and impression conversions and reach ◾ Premiere Pro video editing and video manipulation for retention and engagement ◾ Expertise in conducting thorough keyword research and utilizing targeted tags and annotations to increase discoverability ◾ Proficient in creating and implementing a content calendar to ensure a consistent posting schedule and maximize engagement ◾ Skilled in optimizing video titles and descriptions to effectively communicate the value of the content and increase click-through rates ◾ Strong understanding of YouTube's algorithm and how to use it to gain visibility ◾ Experienced in utilizing YouTube Studio and other tools to track and analyze performance metrics ◾ Capable of providing valuable insights and recommendations for improving channel performance based on data analysis
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    Content Strategy
    Content Creation
    SEO Competitor Analysis
    TikTok
    Instagram
    Market Research
    Market Planning
    YouTube
    Content Writing
    YouTube Marketing
    YouTube SEO
    YouTube Development
    SEO Keyword Research
    Content SEO
  • $200 hourly
    I am more than just a marketer; I am a business scaler. With an impressive track record of driving growth across various industries, I've been the engine behind numerous success stories, from startups to Fortune 500 giants. Achievements at a Glance: Business Scaling: Elevated 7 startups to eight-figure valuations, with several reaching up to $18 Million in revenue within 2-4 years. B2B E-Commerce: Boosted ARR from $60K to $3.6 Million within three years. SaaS Product Marketing: Propelled a product from zero to $8 Million ARR in two years. Fortune 500 Impact: Spearheaded a new online sales channel, generating an incremental $16 Million in e-commerce revenue and saving $2 million in two months. Lead Generation: Generated over 4 million automotive and credit leads, 100,000 financial service form fills, and 10,000 in SaaS and Fintech sectors. If hiring an experienced leader seems out of reach for your business, my fractional services offer the expertise without the full-time commitment. Let me demonstrate the value I can bring in just 15 minutes. About Me: An alumnus of the Ross School of Business, University of Michigan, I intertwine my academic prowess with hands-on experience in marketing, strategy, finance, and technology. As a passionate learner, I've assimilated best practices like the Business Model Canvas, One-Page Marketing Strategy, and the StoryBrand 7 framework, using them to steer an e-commerce startup to nearly $4 Million in three years. Industry Expertise: SaaS, Fintech, Financial Services, e-Commerce (D2C, B2C, B2B), Real Estate, Coaching & Consulting, Private Equity, Venture Capital, and Startups. Offerings: From Fractional Executive Leadership roles like CMO, CIO, and CFO to specialized services like Digital Marketing Audits, Go-To-Market Planning, Content Strategy, and more. I also bring expertise in Real Estate ventures, Business Strategy, and Digital Product Development, ERP Strategy and Implementation. Tool Mastery: Familiar with Business Model Canvas, StoryBrand 7 Brand Narrative, Shopify, WooCommerce, Wordpress, Sharpspring, Hubspot, Salesforce, Google Data Studio, and more. Select Clientele: My portfolio boasts diverse projects, from e-commerce ventures for Certipro Services and LightingSupply.com to strategic marketing consulting for fintech leader Oculus, which was hailed as NYC Startup of the Year in 2020. I've also served as an ERP Strategist for automotive, e-commerce, and logistics/3PL clients. CLIENT TYPES SERVICED: -------------------------------- I have worked with hundreds of companies and all types of marketing situations, from startup to Fortune 500 and everything in-between. Typically, my clients seek business advice and strategy, marketing, and fractional, interim, or long-term leadership. INDUSTRIES I SERVE: -------------------------------- SaaS, Technology • Fintech • Financial Services • D2C, B2C, B2B e-Commerce • Real Estate • Coaching, Consulting, and Education • Private Equity / Venture Capital Portfolio Companies • Well-Funded Startups MY SERVICES: -------------------------------- Fractional Executive Leadership (CMO, CIO, CISO, CFO, CEO) • Digital Marketing Audit • Brand Audit • Social Media Audit • Marketing Strategy • Customer Journey • Customer Experience • UI/UX/Website Design • App Design • Business and Technical Requirements • Go-To-Market Planning • SEO Foundational Audit • Managed SEO • Managed PPC • Content Strategy and Creation • Marketing Funnels & Automation • Social Media Advertising • Influencer Strategy and Engagement • Digital Product Development • Venture Development (includes Ideation, Business Model, Branding, Go-To-Market, Website, Marketing and Sales Content, Public Relations, Business Strategy • Real Estate: Joint Venture, Fund Structure, Due Diligence, Stabilized Transaction, Value Added Transactions, Multifamily, Single Family, Commercial Real Estate, New Construction MY TOOLBOX: -------------------------------- Business Model Canvas • StoryBrand 7 Brand Narrative • Shopify, Magento, WooCommerce • Wordpress • High Level Marketing Automation • Sharpspring Marketing Automation • Hubspot, Salesforce, Pardot • Google Data Studio • Segment OUR CLIENTS (Project Type): -------------------------------- Certipro Services (IT ERP eCommerce, Fractional CMO), Copperhoods.com (E-Commerce, Fractional CMO), Southeast Sports Seminars (Online Learning / E-Commerce, Fractional CMO), Imperial Tile (eCommerce, Fractional CMO), Zahraa The Label (E-Commerce, Fractional COO), Maxxvin (Automotive, Fractional CMO), i-Payout (Fintech, Fractional CMO), Oculus (Financial Services, Strategic Marketing - Customer Journey to NYC Startup of the Year in 2020) • XNXCPL Business Services (Venture Development) • Service.com (Venture Development) • Xiggit (Venture Development & Marketing Strategy) • Master Ko (Product Strategy) • Service.com (Venture Development) • Author Builder (Product Development & UI/UX) • US Land (Fractional COO)
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    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
  • $20 hourly
    I am a Certified Facebook ads Expert✅ Setup Facebook pixel Setup ✅Conversion API (CAPI)✅Google Tag Manager✅ IOS 14.5 Update✅ Domain Verification✅ Server Side Tracking✅ Fix Pixel ✅Facebook and Instagram ad campaign management ✅Retargeting, lookalike audiences, and custom audiences✅ Target audience with interests and behaviors Please contact me before purchasing to avoid cancellation. Do you need help with setting up Facebook ad campaigns that will sell your products or service? Are you looking for a professional Facebook ads manager to help you generate more revenue? Many business owners/entrepreneurs have great ideas, offers, products, or services. But you can’t seem to get customers. You try this on your own, and in the process, you lose an awful lot of money and get frustrated. Let the experts help you get more sales! I will help you with: 💰 Setting up the right campaign based on your goals. 💰 Choosing targeted audiences. 💰 Creating different ad angles to best resonate with the audience to increase conversions. 💰 Keeping ad costs low while getting the best results. 💰 Launch retargeting campaigns. 💰Best practices & strategies 💰More Brand Awareness & Engagement 💰Competitive target audience and keyword research 💰Product Dynamic Ads & Latest CBO techniques 💰Perfect for eCommerce and b2b online businesses 💰Answer any question you may have ⭐⭐ I Can Setup & Run: ➡️Post boost ➡️Get videos view ➡️Post boost ➡️Messenger ad ➡️Service-based campaign ➡️Post Engagement ➡️ Lead Generation You will have to give me partner or admin access of your fb business manager account. If you do not know or need help to create one, we will have to meet on zoom screen sharing meeting after we have started order. 👉Also I can setup conversion API for successful ads campaign. 👉What is Conversion API? Due to recent IOS14 update, users on IOS devices can choose between which apps can access their data. Which means that advertisers can not track the data anymore without users consent. To fix this issue, Facebook has now enabled advertisers to capture data directly from server instead of browser. You have now option to install pixel on browser as well as server so it will reduce the chances of missing conversions. What Do I Do? I will help you install the Facebook Conversion API using Google Tag Manager. I will make sure to install pixel on browser as well as server and enable event deduplication using the unique event ID. What type of websites I can work? I can work with any type of website, where Google Tag Manager is installed with proper data layer setup. If you don't have a data layer setup, you should have a developer with whom I can work to develop the data layer. Note: I do not charge for client consultations & would be happy to discuss any questions you might have. Gig Tags: Facebook marketing | Facebook Advertising | Instagram Advertising | Fb Ads campaign | Fb Advertising | Fb Ads Manager | Facebook Ads Management
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    Video Advertising
    Marketing API Integration
    Market Planning
    Marketing Strategy
    Social Media Marketing
    Digital Marketing
    Facebook Advertising
    Lead Generation
    Facebook Ads Manager
    Market Research
  • $20 hourly
    I represent Sentient Solutions. Sentient Solutions is a business consultancy services company that provides turnkey solutions to companies of varying sizes. We provide an array of business services, including business planning, business consultation, financial modeling and bookkeeping services. We prepared more than 700 successful business plans for our clients on Upwork. We specialize in following: 1- Business Plans 2- Financial Models 3- Pitch Decks 4- Marketing plans 5- Market Research 6- Content Writing
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    Financial Modeling
    Business Development
    Market Planning
    Business Plan
    Market Research
  • $145 hourly
    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 - Strategic planning - Pricing models - Term sheets for partnerships, mergers, acquisitions, funding - Launch plans - Design, critique, improve websites – customer journey, text, art direction - Marketing strategies and plans - Sales presentations and marketing materials - Messaging, value propositions, mission & vision statements - Branding from logos and tag lines to packaging and positioning - Trade journal and media articles - Product and explainer videos - Radio and TV commercials - Trade show booths, signage and sales materials 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!
    vsuc_fltilesrefresh_TrophyIcon Market planning
    Explainer Video
    Sales Presentation
    Marketing Strategy
    Website Copy
    Branding
    Pricing
    Business Writing
    Terms & Conditions
    Management Consulting
    Pitch Deck
    Financial Model
    Startup Consulting
    Strategic Plan
    Business Coaching
    Business Plan
  • $40 hourly
    I have assisted clients with raising millions in funding by preparing by business plans, financial models and pitch decks. This is what sets me apart from other freelancers in the business planning category: ✅ Unlimited revisions without any additional charges ✅ Multiple design templates to choose from ✅ Free consultation regarding fundraising ✅ Mulitple versions (for banks and VCs without any additional charges) ✅ Meetings with investors if required. ✅ Prepared more than 1,400 successful business plans, pitch decks, and financial models.
    vsuc_fltilesrefresh_TrophyIcon Market planning
    Business Writing
    Business Plan
    Business Analysis
    Business
    Financial Presentation
    Financial Modeling
    Business Valuation
    Business Proposal Writing
    Financial Writing
    Company Valuation
  • $90 hourly
    I’m a former investment banker at Deutsche Bank Alex Brown, general partner at Silicon Valley VC MDV, 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 25+ years of experience in investment banking and venture finance. Today, a few years into early retirement, I help clients create high-level (i) business plans and financial models, (ii) investor decks to support Pre-Seed, Seed, Series A-D, and venture round fundraising, (iii) strategic narratives, (iv) private placement memoranda (Reg. D), and other company presentations. Recent Client Successes: • Wander.com secured a combined $30 million in its Seed, Series A, and venture rounds from top-tier VCs such as QED Investors, RedPoint, Susa Ventures, and others. They also procured a $100 million line of credit from Credit Suisse on Dec 1, 2022. • 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. • CoinPanel closed its £10 million Series A round in Q1 2023. 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 Anthem Gold, BMW Group, CoinPanel.com, Neil Mandt (Crime Door), OnePak, PlantLife, Sharekey, Spotify, Viddoze.com, Wander.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. Karl A. Mohr
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    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
  • $110 hourly
    With my extensive experience as an entrepreneur, enterprise leader and Certified Professional Scrum Master, I bring a unique range of skills to your next mission-critical project. I will always go above and beyond to earn your trust for the next project. 🎯 I am a seasoned professional in SaaS, IoT, Cloud, Health Tech and Professional Services. 🚀 Thought leader designing and implementing complex business strategies. 🇨🇦 I'm based in Halifax, Nova Scotia, Canada. 🧑🏼‍💻 I am an expert in creating complex workflows and automations. 🪪 I'm a Certified Professional Scrum Master. ✅ I'm an experienced Product Owner 👍🏻 I leverage Lean and Business Model Canvas 🤔 I'm curious and ask thought-provoking questions. 🏆 I coach contributors, managers and entrepreneurs. 🙏🏻 I build trust and respect in high-performing teams. 🧪 I validate using experiments and adapt for the best results. 📢 I can pitch a project vision to the team, boardroom, company or audience. I look forward to speaking with you about your project. John
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    Motivational Speaking
    Public Speaking
    Keynote
    Team Facilitation
    Workshop Facilitation
    Facilitation
    Negotiation Coaching
    Contract Negotiation
    Executive Coaching
    Process Optimization
    Process Development
    Project Management
    Agile Project Management
    Scrum
    Product Management
  • $325 hourly
    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
    vsuc_fltilesrefresh_TrophyIcon 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
  • $375 hourly
    I have 18 years experience in strategy consulting and loyalty/rewards marketing, and have created several successful businesses. I've consulted to numerous startups and NFT projects at various stages from concept/pre-seed through Series D. I have a strong breadth of industry expertise having completed projects and built businesses in web 3/NFTs, travel, financial services, real estate, retail, grocery, gas. I've created reward and membership programs around the world and managed Membership Rewards partnerships at American Express as well as the Black, Platinum, and Gold Cards and developed a portfolio-wide strategy. I have my MBA from Yale University and my BA from Cornell University. I pride myself on multitasking ability (I used to have a day "corporate" job with four of my own successful businesses on the side), reliability, and loyalty/transparency. I believe in developing a tight plan up front for every project and really focus on iterative development. I'm particularly good at taking complex problems and turning them into data-driven clarity. I'm also a game theory expert so I always very much focus on the competition and making sure the businesses I advise on are positioned appropriately. Personally, I'm a lifelong athlete (basketball, football, soccer, tennis), avid traveler (100+ countries and counting), and love food. I also used to be a professional poker player which paid for both college and grad school. - Hablo español - Je parle français
    vsuc_fltilesrefresh_TrophyIcon Market planning
    Business Modeling
    Microsoft PowerPoint
    Corporate Strategy
    User Experience Design
    Brand Consulting
    Gamification
    Loyalty Marketing
    Corporate Brand Identity
    Marketing Strategy
    Microsoft Excel
  • $20 hourly
    Hello! I'm an accomplished project manager with a strong background in finance. I have been successfully running a Consultancy firm and come with an extensive experience of 15+ years in orchestrating and executing around 100 diverse projects and strategies for a range of companies in the last 4 years. I am proficient in Zoho CRM, Google Suite, and the Microsoft Office Suite, and bring an analytical approach to project management. We at Your CxO Online, a dynamic Management Consulting Platform, are a one-stop-shop for all the skills your business needs and specialise in delivering on-demand consulting services across crucial domains such as Business Strategy, Marketing Strategy, Communication Strategy, Program Management, and Operations, we go beyond being a service; we are your comprehensive, on-demand solution hub, much like a cloud service! Our versatile expertise spans across: - Business Strategy & Operations - Marketing Strategy & Operations - Customer Persona, Value Propositions & Customer Engagement - Customer Success - Business Development & Sales Lifecycle Development We're eager to collaborate and enhance the value of your business. Connect with us soon and let's embark on a journey of growth and success. Best regards, Your CxO.
    vsuc_fltilesrefresh_TrophyIcon Market planning
    Web Development
    Business Innovation
    Business Analysis
    Educational Technology
    Ecommerce Website Development
    Content Marketing Strategy
    Business Modeling
    Investment Preparation
    Information Analysis
    Project Delivery
    Social Media Marketing
  • $125 hourly
    I love entrepreneurs and working in entrepreneurial environments. I've written over 50 business plans, created pitch decks and developed financial models for ventures across multiple industries which have helped raise over $100 million in funding. Through this experience, I have gained a strong understanding of what investors look for when making a decision and the types of questions that must be addressed in order to secure funding. My experience is not limited to consulting. I've helped start 14 companies, one of which was a finalist in the TechCrunch disrupt competition, four have exited. I hold an MBA in finance from Thunderbird School of Global Management -- ranked #1 in the world for Global Business. And I have used my experience to help others as a Professor of Entrepreneurship to Master's-degree candidates. I also volunteer my time as a mentor to startup entrepreneurs at two accelerator programs. I have been a published author since 2001. This includes having collaborated on three books on entrepreneurship, one of which sells over 1 million copies and another that President Bill Clinton wrote the forward to. I enjoy working for clients that want to have a major impact on the world. ABOUT MY WORK My work has been profiled in The Washington Post and Investor's Business Daily. Additionally, my client work has been the subject of an episode on The Simpson's and featured in a song by a Platinum-award winning country music artist. Clients that I have advised include the following industries: Alcohol, Cannabis, Big Data, Artificial Intelligence, Retail, AR/VR, mobile, gaming, construction, agriculture, social networking, data security, consumer food products, entertainment and enterprise resource planning.
    vsuc_fltilesrefresh_TrophyIcon Market planning
    Sales & Marketing
    Executive Coaching
    Due Diligence
    Microsoft Excel
    Marketing Strategy
    Market Research
    Market Analysis
    Startup Consulting
    Business Writing
    Business Strategy
    Financial Presentation
    Valuation
    Budget Management
    Financial Plan
    Mergers & Acquisitions
    Financial Writing
    Financial Modeling
    Financial Analysis
  • $215 hourly
    After 15 years of running a profitable e-commerce brand, Canopy Verde, I have returned to my consulting roots to help businesses grow. I built my accessories brand from scratch and achieved profitability by year 2. I’m a creative problem solver and brand strategist who can help companies make the most of their resources. I have helped subscription brands, B2B services, SaaS, B2C products, and consumer goods companies scale their businesses. As founder of Canopy Verde, I drive every aspect of the business including branding, sourcing, design, product development, sales, PR, and logistics. Prior to starting my own brand, I managed the accessories category at Fila, ran B2B marketing at American Express, and conducted in-depth analyses for clients across different industries at Bain. My background: Upwork Top Rated Plus (top 3% of professionals on the platform) Branding, sales and marketing, business development, and operations - 15 years running profitable handbag brand, Canopy Verde Management consulting - Bain + projects for Fila and Cole Haan B2B sales and marketing - American Express, clients in SaaS, tech, and retail 15+ years in design, sourcing, and product development 15+ years of industry experience in D2C, fashion, apparel, consumer goods, e-commerce Columbia MBA & Brown graduate (Phi Beta Kappa) Language skills - Mandarin and Cantonese Minority-owned Woman-owned I help growing businesses prioritize their goals and maximize their resources. If you are a startup or mid-size business, I can be your business coach, brand strategist, and fractional CMO. If you run an established business, I can identify areas of growth, improve organizational effectiveness, and provide data-backed recommendations. Here are examples of business challenges I have helped with: How do we launch a new product and get our startup off the ground? How do we create a branding and marketing strategy that will position the company for success? How can we streamline operations and improve efficiency & profitability? How do we compare to our competitors? As a management consultant, I can get up to speed quickly on an industry, gather data from various sources, and provide a comprehensive overview. I can also help with business plans, branding, and marketing strategies. I have advised companies from pre-launch startups to established brands like Fila and Club Monaco. Please get in touch if you would like samples of previous work or client referrals.
    vsuc_fltilesrefresh_TrophyIcon Market planning
    Brand Strategy
    Financial Projection
    Product Development
    Startup Company
    Industry Research
    Competitive Analysis
    Branding & Marketing
    B2C Marketing
    B2B Marketing
    Sales & Marketing
    Business Plan
    Business Operations
    Management Consulting
    Growth Strategy
    Strategic Plan
  • $400 hourly
    An award-winning global marketing CMO, advisor, and board director with 32 years of experience in technology, Blockchain, FinTech, DeFi, AI, education, entertainment, health and life sciences, and government. Al is a former Head of Global Marketing for InfStones, a Softbank portfolio "unicorn," and former CMO and Partner of Amazix, a top blockchain agency. He raised $31 MM USD in 2018 and assisted with a $40 MM raise for World Mobile Chain and CMO of InfStones, raising $110 MM USD with a valuation of approximately 1 billion USD led by Softbank, GGV, and other investors. He landed a $2 million tokenization project from EMAAR in Dubai for QRC Hong Kong, building a $7.4 million sales pipeline in 6 months. --- Client Testimonials --- "Al is a highly accomplished performance expert with a long track record in leading Fortune 100 companies. Having had the pleasure of working with Al on various marketing and technology-related projects, I can directly speak to his dedication, professionalism, and capacity to innovate. A humble and skilled professional, Al inspires confidence by solving problems even in the most challenging environments." (2018) - Daniel Araya, PhD, Forbes, Brookings Institution "Al’s a very sharp and creative guy – extremely resourceful, entrepreneurial and able to synthesize lots of data into a workable solution. And he’s got a great sense of humour. A pleasure to work with. (2007)" - Terry Donnelly, Former Chief Marketing Officer, MDC Partners "...I am truly honored and privileged to have the opportunity to work with such a great team of people." (1998) - Dave Billmaier, Former Events Manager, Apple "Amazing ....! He is such a valuable asset to the team and comes equipped with a wealth of knowledge. Highly recommend!" (2021) - Alan McGrath, CEO, OTC Trade "Al Leong, VP Marketing for CGB and BCT, and I worked together in BCT When served as BCT CEO APAC. My working experience as well as my personal one with Al was very positive. Al showed dedication and commitment. He led the marketing activities in Asia with great success, creatively approaching a wide audience and promoting our product. Al showed team working capabilities and great human sensitivity as well as honesty. I hope to work with Al in the future. (2018)" - Jeremy Weiss, CEO Asia Pacific, BCT/CG Blockchain "I worked side by side with Al while scaling one of the largest infrastructure companies in the industry. Al was the driving force behind our GTM game plan and building the brand on a global scale. Al's attention to detail and the ability to push his team for further success was one of our greatest assets. Al's ability to hit tight deadlines was critical for my success on the sales side." - Parker Poor, Head of Global Sales, InfStones --- Al is formerly Principal Consultant to InfinitoDAX, and was Head of Business Development for QRC (RegTech) Advisory and Investment firm based in Hong Kong with offices in Vietnam, Singapore, Tokyo, and Kuala Lumpur; a group of companies with 300 employees. He performed buy-side and sell-side activities for this regulated/licensed financial services firm. Between 2000 and 2004 in San Francisco, he ran a B2B marketing communications agency with clients in the US and Middle East. Prior, Al held senior project management and creative roles at SMG, in Redwood City, for clients that included Adobe, Apple, Disney, Digital, IBM, Intel, Kodak, Motorola, Palm, PowerPC, Intel, HP, SGI, Sun Microsystems, US Department of Defense, WebTV, and Xerox. He started his career at O&M/Direct on Microsoft, Intel and Visio in Seattle. He grew the agency's revenues from $5 million to $12 million in 5 years. Al earned an MBA from the Rotman School of Management, University of Toronto, in Global Management and Strategy Consulting, a Certificate in Managing Complex Product Development Projects from the MIT Sloan, and a Bachelor of Commerce and Business Administration in Marketing from the University of British Columbia. Al is a Board Director for the BC Borstal Association and a former Board Director for the American Marketing Association (Toronto and BC Chapters), Metro Vancouver CrimeStoppers Foundation, Burnaby Hospice Society, and AIDS Vancouver. He was part of the Marketing Hall of Legends Canada and sat on the marketing steering committee for VanCity Savings ($27 billion CAD assets under management). He worked on branding for the Human Rights Campaign in Atlanta and Maitri Compassionate Care in San Francisco.
    vsuc_fltilesrefresh_TrophyIcon Market planning
    B2B Marketing
    International Marketing
    Blockchain
    Digital Marketing
    Digital Marketing Strategy
    Cryptocurrency
    FinTech Consulting
    Marketing Strategy
    Email Marketing
    Social Media Marketing
  • $250 hourly
    Hi, I’m Melanie! I work with you to crush your book launch and propel you into the Amazon Top 100 Best Sellers List while using smart marketing strategies to add buyers to your email list. Amazon and other platforms will never give you this information! Don't stop there...I'll setup and even manage, if you would like, your Amazon Ads campaign. You've gotten this far in writing and publishing, now I take over and focus on making sure your book gets found by more readers. Amazon ads is the first step to doing this. But, you have to do right --- by using a SMART and profitable bidding strategy. When launching, I focus primarily on taking your book and launching it on Amazon with a goal of making the Top 100 Best Seller List (where I get #1 Best Sellers because I am an overachiever). At the same time, I implement strategies to collect email addresses to further market to your readers when you release additional books. Amazon ad campaign setup and management and social media strategies are also available for generating more new interested book buyers and using Linkedin to promote you as an Author and getting you on Podcasts. As mentioned above, I also offer services, so you Stand Out on Linkedin. I optimize your profile, find your ideal connections through targeting, and develop custom scripts that get your prospect's attention to get you more quality connections that turn into conversations. It's a proven strategy that has helped 100's of businesses grow, and my authors love it as a means to promote their book by connecting with podcasters. While I am proficient on various platforms, I'm not just a girl behind the screen doing tech all day. I also draw upon my 16+ years of sales experience that includes both inside and outside sales, customer service, customer retention, problem-solving, crisis management, and creating a loyal customer base. You'll be in good hands. Let's connect and see if it makes sense to do business together.
    vsuc_fltilesrefresh_TrophyIcon Market planning
    PPC Campaign Setup & Management
    Advertising
    Campaign Management
    Ebook File Format
    Book Marketing
    Ebook
    Amazon
    YouTube Marketing
    Amazon PPC
    LinkedIn Plugin
    Lead Generation
    Search Engine Marketing
    Marketing Automation
    Google Ads
  • $85 hourly
    Welcome! I specialize in building consumer brands including brand strategy/identity, digital and traditional marketing and strategic growth planning. As an Expert-Vetted Freelancer I am in the Top 1% in these fields. Deep understanding of the consumer, the competitive landscape and your business form the foundation of everything I do. Through insight, I sharpen the value proposition, clarify your target, help to differentiate and creatively translate your brand. Clarity, consistency, cohesiveness. More than hallmarks of great brands, this is the stuff that powers brands, providing focus and fuel to accelerate growth. If you are ready to re-think what is possible, let's set some time for a 1:1 consultation to learn more about your business and discuss how I can unlock your brand's potential. My Focus Areas Include: - Strategic Growth Planning - Business Plans for Consumer Businesses - Brand Management and Strategy - Content Creation - Social Media, Digital Marketing and Customer Acquisition - E-Commerce, Online Advertising - Branding, Creative Development
    vsuc_fltilesrefresh_TrophyIcon Market planning
    B2C Marketing
    Search Engine Marketing
    Business Plan
    Brand Marketing
    Google Ads
    Business with 10-99 Employees
    Ecommerce
    Customer Acquisition Strategy
    Digital Strategy
    Paid Social
    Brand Research
    Marketing Strategy
    Brand Consulting
    Branding
    Brand Strategy
  • $200 hourly
    ⭐⭐⭐⭐⭐ 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. +
    vsuc_fltilesrefresh_TrophyIcon 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
  • $95 hourly
    I am your quintessential Integrator and Driver—your company's backbone and forward force. As an Integrator, I excel in creating harmony within the leadership team, ensuring that vision aligns with execution. I am the linchpin that holds the fabric of the organization together, responsible for operationalizing the business plan and delivering on the P&L. My role is pivotal in fostering clarity, ensuring effective communication, and maintaining organizational consistency. Leveraging logic and a results-driven approach, I adeptly navigate the myriad ideas of visionaries, translating them into actionable plans that resonate with the detail-oriented minds of technicians. My unique ability lies in bridging the gap between grand visions and the granular details necessary for their realization, making me an indispensable asset in translating ideas into tangible outcomes. As a Driver, my approach is action-oriented and task-focused. I thrive in environments that demand direct communication, confront challenges head-on, and prioritize urgent, adaptive planning. My learning style is active, favoring a holistic understanding that keeps the bigger picture in focus. I am motivated by practical applications of knowledge, with a penchant for inventive and pragmatic solutions. My adventurous spirit draws me to roles that not only challenge but also leverage my assertive and risk-taking traits. I excel in competitive settings, especially those that call for leadership, persuasion, and the management of ideas and people. My ideal workplace is structured and organized, clear in its authority lines and goals, with a definitive focus on results. I value positions that allow me to influence and drive towards organizational success, appreciating roles that grant me the opportunity to debate, manage, and present. My decision-making is guided by rational thinking and a reliance on facts, preferring objective analysis over subjective judgment. This analytical prowess enables me to evaluate strategies logically, choosing the most effective path with decisiveness and composure. In summary, I am a dynamic leader—straightforward, self-reliant, and focused on practical achievements. My leadership style is geared towards influencing and managing teams towards achieving organizational objectives. I thrive on challenges that offer status, authority, and the opportunity to lead with innovation. My ideal work environment is one where competition is healthy, success is measured by performance, and contributions are recognized and rewarded.
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    EOS
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    Startup Consulting
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    Business Analysis
  • $85 hourly
    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.
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  • $85 hourly
    Business Plans | Financial Models | Investor Pitch Decks | Management Consulting - Startup Consulting - Fin-tech- Private Capital Markets - Blockchain - Financial Modeling - Real Estate - Private Equity - Investor Packages - $250 million in seed, equity & debt capital raised An accomplished professional with 15 years of experience in Asset Management, Private Equity, Limited Partnerships, Real Estate, Re-positioning strategies (Leveraged buyouts & Debt Restructuring), Fintech start-ups (Prop-tech & Mortgage tech), & Blockchain research for exempt market dealers and private capital markets. Consultation Methodology Discovery - Develop a deep understanding of your vision, processes, business needs, project scope & timelines Analysis - Structure the deliverable based on analysis, solutions, strategic overhauls needed for successful completion of the project Recommendation - Provide data-driven insights and justifications for recommendations. Gather feedback and implement changes Advisory - Empower you to implement and execute with on-demand advisory services. Key deliverables include Strategy consulting ( Business plan creation, market penetration strategies, capital stack, financial modeling and forecasting, business development & sales, KYC/AML for Money Service Businesses, Crowdfunding - OSC 45-108) Business model design and consultation (SaaS, Marketplace, Freemium, Subscription, Bundling, Product to Service to name a few) Customer Acquisition Strategies Financial modeling Market Research, White papers for STO’s, blockchain offerings. Pitchbook design and investor packages. Sector Focus Real Estate Development (Mixed-use, multi-family, Student housing, Long-term Care Residences, Hospitality), Land Banking, Development Pro-forma, Valuations, Capital Stack Advisory Financial Services / Fin-tech - Prop Tech and Mortgage Tech, Payment Technology, Mobile-only banking models, Commercial Banking Professional services / Franchisee models Technology start-ups (SaaS financial models)
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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:

  1. Identify your project needs, whether it’s content marketing or social media marketing.
  2. 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).
  3. 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).
  4. Interview market planning talent to gauge whether they’re the right fit for your project.
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