Need a HubSpot system that actually works for your team?
I help B2B companies design, build, and optimize their HubSpot environments to support real growth—no duct tape, no chaos, no wasted leads.
As a senior RevOps leader and certified HubSpot expert, I’ve spent the last 10+ years architecting CRM systems that enable marketing, sales, and customer success teams to operate like a single unit. Whether you’re just getting started or your CRM is a mess, I bring a strategic and technical approach that delivers clarity, automation, and results.
Here’s what I can help with:
• HubSpot CRM Setup & Customization – Pipelines, custom objects, lifecycle stages, property mapping
• Marketing Automation & Lead Nurture – Sequences, workflows, segmentation, email campaigns
• Sales Enablement – Lead routing, scoring, sales dashboards, task automation
• Data Migration & Integration – Clean imports, deduplication, sync with Salesforce, Notion, Zapier, and more
• Ongoing CRM Maintenance & Optimization – Keep your system fast, clean, and useful
I also bring advanced reporting and AI tooling (Power BI, Notion AI, HubSpot AI), so you can move from “what happened?” to “what’s next?”
Let’s build a HubSpot system your team will actually use—and love.
Automation
HubSpot
Salesforce CRM
Salesforce
Outbound Sales
Operations Analytics
CRM Software
Data Analysis
Sales & Marketing
CRM Development
Process Improvement
Nicholas C.
Midvale, Utah
$105/hr
4.9
94 jobs
⭐ Expert-Vetted (Top 1% on Upwork)
⭐ $300K+ Earned
⭐ 100% Job Success
⭐ 85+ Successful Projects
"Nick exceeded expectations and is one of the only contractors we've worked with on Upwork that is capable of understanding the end goal of a project and architecting a solution from scratch to meet our KPIs. He required very little direction and consistently delivered beyond expectations." — Berger Consulting Group
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YOUR BUSINESS DOESN'T NEED MORE SOFTWARE. IT NEEDS BETTER OPERATIONS.
I help growing companies streamline operations by identifying bottlenecks, redesigning inefficient workflows, and building custom software, AI solutions, and workflow automation that saves time, reduces costs, and helps teams scale.
Unlike a traditional developer, I don't start by asking what software you want. I start by understanding how your business works, then design the systems, automations, and processes that solve the underlying problem.
Whether you're struggling with disconnected systems, manual workflows, spreadsheets, reporting, client onboarding, or repetitive administrative work, I'll help architect a solution that fits your business—not force your business into someone else's software.
I don't just build what clients ask for—I help determine what should be built in the first place.
------------------------------
HOW I HELP
1. OPERATIONS CONSULTING
- Business Process Analysis
- Workflow Mapping
- Process Improvement
- Bottleneck Identification
- Operational Strategy
- Systems Architecture
- Change Management
- Process Documentation
2. CUSTOM INTERNAL SOFTWARE
I design and build custom business systems around your existing operations.
Examples include:
- Internal Operations Platforms
- Custom CRM Systems
- Client Portals
- Employee Portals
- Operations Dashboards
- Reporting Systems
- Scheduling Systems
- Claims Management Systems
- Administrative Tools
3. AI & WORKFLOW AUTOMATION
Reduce manual work and connect your existing systems.
Examples include:
- AI Workflow Automation
- OpenAI Integration
- Claude Integration
- n8n Automation
- Zapier Automation
- Make Automation
- API Integrations
- Automated Reporting
- Client Onboarding Automation
- Internal AI Assistants
- Data Synchronization
4. BUSINESS INTELLIGENCE & ANALYTICS
Turn your business data into actionable insights.
- Executive Dashboards
- KPI Reporting
- SQL Reporting
- Data Visualization
- Operational Metrics
- Business Intelligence
- Process Analytics
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TYPICAL PROJECTS
Clients typically hire me for projects such as:
- Business Process Improvement
- Workflow Automation
- AI Implementation
- Custom Internal Software
- Client Onboarding Systems
- Custom CRM Development
- Operations Dashboards
- Reporting Platforms
- Internal Business Tools
- Retool Applications
- Healthcare Operations
- Claims Processing Systems
- API Integrations
- Business Systems Integration
- Executive Dashboards
------------------------------
MY PROCESS
1. DISCOVERY
We'll identify what your business is actually trying to accomplish—not just the software you think you need.
2. SOLUTION DESIGN
I'll map your workflows, identify bottlenecks, and design the right operational and technical solution.
3. IMPLEMENTATION
I'll build the software, dashboards, automations, integrations, and internal tools needed to execute the plan.
4. OPTIMIZATION
We'll measure results, refine the solution, and continuously improve your operations over time.
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TECHNOLOGIES
I choose technology based on your business—not the other way around.
Automation
- n8n
- Zapier
- Make
- Google Apps Script
Custom Software
- Retool
- Python
- JavaScript
- HTML/CSS
Databases
- PostgreSQL
- MySQL
- SQL
- Supabase
Artificial Intelligence
- OpenAI
- Claude / Claude Code
- AI Agents
- Prompt Engineering
Business Intelligence
- Excel
- Google Sheets
- Tableau
- Looker Studio
- DOMO
------------------------------
WHY CLIENTS HIRE ME
Many developers build exactly what they're asked to build.
I help clients determine what should be built in the first place.
That means asking better questions, understanding how your business actually operates, and designing systems that create long-term business value, not just working software.
I enjoy solving complex operational challenges and helping organizations eliminate manual work, connect disconnected systems, improve visibility, and build scalable internal processes.
Whether your project is a focused automation or a company-wide operational transformation, my goal is the same:
- Understand your business.
- Design the right solution.
- Build it correctly.
- Measure the impact.
- Continuously improve it.
If you're looking for someone who can think strategically, improve operations, and build custom software that creates measurable business value, I'd love to discuss your project.
Let's build something that makes your business run better.
Marketing Automation
Automation
SQL
Microsoft Excel
Data Analysis
Google Sheets
Process Improvement
Business Intelligence
Domo
Zapier
Program Evaluation
Data Visualization
Operations Analytics
Growth Analytics
Visual Basic for Applications
Christopher C.
Mapleton, Utah
$65/hr
4.6
6 jobs
I build the marketing engine, not just the campaign.
Most marketing help hands you a deliverable and leaves. I build the system that keeps producing after I'm gone: a brand brain your AI agents read before they write, workflows running on n8n, dashboards your team can actually operate, and the SOPs to hand it all off.
Recent builds:
A nine-agent marketing engine on n8n for an agriculture brand. One brand brain feeds content, AEO, lead triage, competitor watch, and paid media, with human approval gates throughout. A non-technical operator runs the whole thing.
An inbound voice agent wired into a CRM for a home services company, handling lead intake and follow-up.
A cold-outbound calling kit built from CRM prospect data for a B2B sales team.
Before I built systems, I ran marketing. At doTERRA International I launched over 40 products in under two years. At One Music Schools I was CMO across a seven-state network. At Jack Carr Official I ran the brand and podcast marketing. That's why the systems I build point at revenue instead of activity.
Where I'm most useful:
AI marketing systems: n8n workflows, agent rosters, MCP integrations, brand brains
Paid media: Google and Meta, built for lead quality rather than raw volume
Lifecycle and nurture: email and SMS sequences keyed to buyer stage
Content engines: the system plus the SOPs, so your team owns it
Brand platform and messaging, when positioning is the actual problem
MBA in Luxury Digital Marketing. Available for fixed-scope projects and ongoing retainers.
Marketing Automation
Freelance Marketing
Advertising
Blog Writing
Social Media Advertising
Brand Strategy
Brand Consulting
Content Creation
Brand Positioning
Digital Marketing Strategy
Product Marketing
Go-to-Market Strategy
Email Marketing
Content Strategy
Copywriting
Social Media Management
Website Content
Email Campaign
AI Content Creation
AI Content Writing
Nathan A.
Lehi, Utah
$75/hr
4.7
46 jobs
I am a digital marketing professional specializing in AI-powered marketing automation and data driven growth strategies. I help businesses leverage intelligent systems to streamline operations, personalize customer journeys, and scale revenue efficiently. I am HubSpot and Keap Infusionsoft Certified, with deep experience designing automated, insight driven marketing ecosystems.
I previously took a break from Upwork and am now back and actively taking on new projects.
My background spans SEO and SEM, paid media, social media marketing, web and app development, and advanced funnel optimization, enhanced by AI assisted analytics, predictive insights, and workflow automation. I am highly proficient with platforms including HubSpot, Infusionsoft by Keap, Keap, ClickFunnels, Zoom, WebinarJam, Zapier, Google Ads, Google Analytics, Facebook Advertising, WordPress, WooCommerce, FixYourFunnel, Adobe Photoshop, and more.
I take the time to understand the unique data, goals, and workflows behind your business so I can build smarter systems that save time, increase efficiency, and drive measurable revenue growth. Through AI enabled automation and performance tracking, I help businesses generate more qualified leads, increase sales, and clearly demonstrate marketing ROI.
Marketing Automation
Keap
Keap Marketing
Google Ads
Inbound Marketing
Marketing Management
Search Engine Marketing
Facebook
Search Engine Optimization
Katie G.
Salt Lake City, Utah
$65/hr
4.7
19 jobs
Experienced Talent Acquisition Leader with 16 years of hands-on experience in agency and corporate environments. US and Global expertise.
Currently open to the following projects:
Recruiting/Sourcing:
(Short-term)
Executive Search
Leadership and IC Talent Search
Functional areas include: G&A, Marketing, Sales, Services, Product and Operations. Some technical searches for leadership.
Consulting:
Brand Management
Marketing Automation
Strategic Planning
Pipeline Creation
Building Recruiter and Stakeholder Capabilities
Training and Voice Over:
Hiring Best Practices
Interviewing
Selling the EVP and storytelling
Behavioral Interviewing and Targeted Selection
( Classroom, Virtual or Pre-recorded Self-Directed)
Systems/Operations:
ATS, CRM, Analytics and Marketing Mgmt., system optimization
Toolkits, playbooks, tip sheets and manifesto creation/design
Recruiting
Human Resource Management
Brand Strategy
Voice-Over
Brand Consulting
Executive Search
Voice Recording
Employee Training
Jared W.
Orem, Utah
$100/hr
5.0
25 jobs
Most growing businesses don’t actually have a tools or automation problem.
They struggle because no one clearly owns how revenue is supposed to flow across marketing, sales, and operations. As a result, systems get patched together, follow-up becomes inconsistent, reporting can’t be trusted, and growth starts to feel fragile instead of predictable.
I help fix that at the root.
I’m a Revenue Systems Architect, and my work focuses on designing revenue systems that businesses fully own, understand, and can scale without things breaking.
Before automation ever starts, I work with you to define how revenue should actually move through your business—how leads enter, how they’re qualified, how sales works in the real world, how customers are onboarded, and how expansion happens. From there, I design systems and automation that reinforce those decisions instead of exposing gaps.
This means:
• Eliminating fragmented systems and manual workarounds
• Aligning marketing, sales, and operations around a single source of truth
• Designing CRM and automation that supports how you actually sell
• Improving follow-up, visibility, and confidence in your numbers
• Building systems that scale without adding unnecessary headcount
Everything I build is client-owned, documented, and designed for long-term independence. My goal isn’t to lock you into tools or processes—it’s to give you clarity, control, and leverage so your business can grow with confidence.
If your growth feels fragile, your systems feel stitched together, or automation has created more complexity instead of relief, you don’t need another tool.
You need a revenue system that’s intentionally designed—and owned.
Analytics
Branding & Marketing
Pipedrive
SendGrid
Zapier
WordPress
Photography
HubSpot
Salesforce Sales Cloud
Mailchimp
Email Deliverability
Graphic Design
Notion
Business Process Automation
Video Editing
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