Howdy, Iโm Cole.
Based remotely in Austin, Texas (home of the best breakfast tacos). ๐ค
๐ก Note: If youโre using HubSpot and need help renegotiating an expiring contract or upgrading your package, reach out. As a HubSpot Preferred Partner, I can save you set-up costs and negotiate better pricing.
WHO AM I?
Iโm a Marketing Ops & Strategy professional with 8+ years of experience and deep expertise in HubSpot. My career path was intentional: Iโve held roles across strategy, execution, and technical implementationโbecause a strategy is only as strong as its execution. All with the goal of becoming the best Fractional CMO.
I love building systems that make marketing and sales teamsโ day-to-day easier, with a focus on simplifying complexity and aligning people, process, and platforms.
WHAT I OFFER: (as an Individual Contributor)
- Fractional CMO / Marketing Ops Leader
- Growth Marketing & Digital Strategy
- B2B & B2B2C GTM Roadmapping
- Pipeline, Sales Funnel, and Lead Routing Design & Execution
- Personas/ICP/ABM Development, Lead Scoring & Lifecycle Marketing principles.
- System Architecture, Process Design, SOPs, and Discovery Workshops
- Marketing Project Management (Campaigns & Solutions)
- HubSpot Implementation, Audits, Campaigns, Reporting
- CRM & Martech Integrations (HubSpot, Salesforce, Monday, Marketo, etc.)
- Automation, Tech Stack Audits, & Software Optimization
- Hubspot is my love language.
MY AGENCIES (2 boutique agencies)
๐ฆ FoxOps Consulting ๐ฆ
A Fractional CMO office founded by three marketing pros.
We deliver:
- Marketing & Brand Strategy, Ads, SEO/SEM Consulting, Automation, & Execution.
- Hourly, flat-rate, or retainer models.
- Everyone is based in USA
๐ Your HubSpot Expert ๐
A specialized HubSpot agency with 4 colleagues, each covering different areas of CRM, HubSpot, and dev.
We provide:
- Full HubSpot suite (Marketing, Sales, Service, Ops), Salesforce support & integrations, Technical audits, optimizations, and system builds, Partnerships with creative agencies for white-glove, end-to-end solutions.
- Hourly, flat-rate, or retainer models
- Everyone is based in USA
๐ฃ CERTIFICATIONS:
- HubSpot Preferred Partner Status.
- HubSpot Certs in: Marketing Hub, Sales Hub, Product Marketing, Content Marketing, Digital Marketing
- Google Analytics Certified
- Monday.com Product Marketing Certified
- Wrike Certified (Individual & Leader)
- Draft Chatbot (Conversational Marketing & Sales)
๐ฌ MY COMMUNICATION STYLE:
I value empathetic, transparent communication. I practice a Yes + When or No + Why styleโso youโll always know whatโs possible, when, and why. My schedule is flexible, and I adapt to client needs.
๐ MY STORY AS A FREELANCER:
In 2023, I was laid off during the Silicon Valley Bank crash. That experience pushed me to pivot, take control of my career, and launch my own ventures. Since then, Iโve built FoxOps Consulting alongside peers from Meta, Google, LinkedIn, and SVBโproviding clients with high-level strategy and flawless technical execution. Later, Your HubSpot Expert was founded to diversity Strategy from Technical clients.
๐ฉ Reach out for references, resumes, or to discuss your project needs.
Thanks for stopping by!
~ Cole
Marketing Automation Strategy
Marketing Automation
Automation
Digital Strategy
Social Media Marketing
Digital Media
Marketing Strategy
Brand Marketing
Project Management
Implementation
HubSpot
MarTech
Email Marketing
Event Management
CRM Automation
Photography
Social Media Management
Brand Management
Photo Editing
Michelle R.
Mechanicsburg, Pennsylvania
$85/hr
5.0
128 jobs
Top 1% on Upwork ยท $400K+ earned ยท 5.0 rating. I go inside growing businesses and rebuild the operations, systems, and revenue infrastructure that are quietly costing time and money.
Growing companies don't stall because they lack ambition. They stall because their systems can't keep up. The CRM nobody trusts. The automations that quietly fail. The founder is still manually checking everything because nothing truly runs without them. That's where I come in.
๐๐ก๐ฒ ๐ฆ๐ฒ ๐๐๐๐ค๐ ๐ซ๐จ๐ฎ๐ง๐ ๐ข๐ฌ ๐๐ข๐๐๐๐ซ๐๐ง๐ญ
Most CRM specialists think in workflows. I think in systems.
Before I ever touched HubSpot, I built a Quality Management System from scratch for a Fortune 100 logistics company, led ISO 9001 certification end to end, and drove 25% year-over-year operational improvement in a 200+ person logistics operation. That experience taught me something most marketers never learn: how to design processes that are dependable, measurable, auditable, and built to scale, not just functional today.
I then spent nearly three years embedded inside ActiveCampaign, one of the world's leading marketing automation platforms, building the CRM architecture, lifecycle automation, and reporting infrastructure that supports large-scale CRM, automation, and reporting operations, not just individual client accounts.
That combination, operations discipline from the ground up plus deep MarTech expertise, is what makes the systems I build different from what most freelancers deliver.
๐๐ก๐๐ญ ๐'๐ฏ๐ ๐๐ฎ๐ข๐ฅ๐ญ
โข $17,000/month in ad spend savings by identifying zero-return channels and recommending platform migration
โข 40+ HubSpot portals rebuilt or architected from scratch
โข 800% increase in Google review volume in 30 days through process automation for a legal services marketing agency
โข Designed and implemented well over 1,000 automation workflows across CRM, marketing, sales, and operations platforms
โข ISO 9001 certification implemented at a Fortune 100 facility
๐๐ก๐๐ญ ๐ ๐๐จ ๐ข๐ง ๐ฉ๐ซ๐๐๐ญ๐ข๐๐
Most clients come to me with one of three situations. Their systems were set up by someone else and nobody fully understands them. Their CRM has data but the team doesn't trust it. Or the founder is still in every decision even though that was supposed to change months ago. All of these are fixable.
I'm typically brought in by agencies, legal and professional services firms, SaaS companies, and founder-led businesses that have outgrown their current systems and need operational infrastructure that can support the next stage of growth.
๐ ๐ก๐๐ฅ๐ฉ ๐ ๐ซ๐จ๐ฐ๐ข๐ง๐ ๐๐จ๐ฆ๐ฉ๐๐ง๐ข๐๐ฌ ๐ฐ๐ข๐ญ๐ก:
โข HubSpot, GoHighLevel, and ActiveCampaign architecture, lifecycle automation, and pipeline operations
โข RevOps and GTM systems including deal tracking, lead routing, and marketing-to-sales handoff
โข AI-enabled workflow automation using Claude, ChatGPT, Zapier, and Make
โข Executive dashboards and KPI reporting leadership actually uses
โข SOP development and operational process documentation
โข Cross-functional project and program management
๐๐ก๐๐ญ ๐๐ฅ๐ข๐๐ง๐ญ๐ฌ ๐๐จ๐ง๐ฌ๐ข๐ฌ๐ญ๐๐ง๐ญ๐ฅ๐ฒ ๐ฌ๐๐ฒ: collaborative, solution oriented, fixes it fast, comes back when needed.
Great businesses don't scale because they buy more software. They scale because their operations become predictable. That's where I come in.
Marketing Automation Strategy
Marketing Automation
ActiveCampaign
Email Marketing
HubSpot
Marketing Operations & Workflow
Zapier
Process Improvement
CRM Automation
SaaS
Data Integration
Data Management
Revenue Management
Business Operations
Program Management
KPI Metric Development
Automated Workflow
Sarah H.
Catonsville, Maryland
$120/hr
5.0
79 jobs
As a HubSpot Champion User and HubSpot Certified Professional, I can help your team get the most out of HubSpot. My work has revamped underutilized CRM platforms, closed marketing knowledge gaps, and launched free-standing sales funnels within small to mid-sized companies.
Let's discuss where your setup can better fuel streamlined, insightful business processes. Together, we can take a more strategic look at the entire customer journey to ensure your sales, marketing, and customer success teams have the tools to thrive.
Specialties:
- CRM migrations and onboarding
- Sales and marketing process optimization
- Automated digital experience design
- Team training and CRM enablement
- Attribution tracking and reporting
- Marketing email performance
- AI, integrations and cross-platform automation
- Data hygiene and management
- Sales performance reporting
Awards and Certifications:
- Hubspot Champion User (1,000 most active)
- HubSpot Certified Gold Partner
- HubSpot Certified Trainer
- Dozens of HubSpot Academy Certifications (RevOps, Marketing, Sales, etc.)
I am a native English speaker living in the United States. I earned my Bachelor's in Marketing from the University of Miami.
Freelancer operating as Juice Box Ops, an independent Hubspot Gold Partner.
Marketing Automation Strategy
Marketing Automation
Automation
Marketing
HubSpot
Marketing Analytics
Sales Funnel Implementation
CRM Software
Marketing Operations & Workflow
Marketing Strategy
Google Analytics
Campaign Setup
Customer Relationship Management
Sales Optimization
Regina M.
Sacramento, California
$30/hr
4.9
2,491 jobs
Hi, Iโm Regina ๐
I help businesses improve their email marketing through strategic campaigns, automations, and customer journey flows that help keep leads and customers engaged instead of slipping through the cracks.
Most clients come to me when their emails feel scattered, inconsistent, or they know they should be doing more with email but donโt know what the next step should be. I help create a clear, organized system behind the scenes so everything works together more effectively and feels easier to manage long term.
Credentials & Expertise:
โ $1M+ earned for clients as a Top Rated Plus freelancer
โ Experience across Klaviyo, HubSpot, Mailchimp, and similar platforms
โ Background in business + technical systems
What I Bring to Your Business:
โ Organized email systems that work together
โ Automations for leads, customers, and ongoing engagement
โ Campaigns that feel consistent and on-brand
โ Better targeting so customers get more relevant emails
โ Clear planning behind the scenes so email feels easier to manage
โ Strategy focused on long-term growth and retention
Extra Value for My Clients:
โ Custom strategy flowcharts to map out your email system
โ Clear planning for automations, campaigns, and follow-up
โ A more organized view of how your emails work together
โจWhat Clients Sayโจ
โ โRegina mapped out our full email lifecycle with a detailed flowchart before building anything. She identified gaps in our customer journey, cleaned up our segmentation, and implemented automations that actually made sense together. What felt scattered before is now a clear, structured system.โ
โ โWe brought Regina in during a migration and she handled everything from setup to integrations and automation. She made sure nothing broke, improved the overall structure, and left us with a system thatโs much easier to manage and build on.โ
โ "Regina was incredibly organized and easy to work with throughout the entire project. She helped simplify what felt overwhelming, explained things clearly, and built a much more structured email system that finally made sense for our business.โ
๐ฉ Thanks for taking the time to read my profile! Iโd love to learn more about what youโre working on. Send me a quick message and letโs chat. :-)
Email Marketing
Email Campaign
Email Marketing Strategy
Email Marketing Consultation
Mailchimp
HubSpot
Klaviyo
MailerLite
Constant Contact
Email Automation
Email Design
Email & Newsletter
Email Template
Taylor M.
New Port Richey, Florida
$50/hr
5.0
21 jobs
Hi, thanks for checking out my profile!
Iโm a detail-oriented CRM and marketing automation specialist with over 9 years of experience helping businesses improve their systems, workflows, and customer communication.
While my background includes digital marketing, sales funnels, and lead generation, my work is now primarily focused on backend operations, CRM management, and building automations that connect platforms and eliminate repetitive manual work.
My experience includes:
* CRM setup, customization, and optimization
* Marketing and sales automation
* Complex workflow creation
* Connecting platforms through Zapier, Make, webhooks, and native integrations
* Email and SMS automation
* Lead nurture and follow-up sequences
* Contact management, segmentation, tagging, and pipeline organization
* Workflow troubleshooting and process improvement
* Sales funnel and customer journey strategy
* Copywriting for emails, SMS, ads, and landing pages
* Reporting, tracking, and operational process development
I have hands-on experience with platforms including:
* Zoho CRM and other Zoho applications
* GoHighLevel
* Ontraport
* HubSpot
* ActiveCampaign
* Klaviyo
* Mailchimp
* Constant Contact
* Zapier
* Make
Iโve built and managed workflows involving lead distribution, appointment scheduling, contact updates, email and SMS follow-up, pipeline movement, internal notifications, data synchronization, and integrations between multiple software platforms.
Iโve worked with businesses across recruiting, franchising, fitness, consulting, ecommerce, childcare, financial services, and other industries. Iโm comfortable learning new systems, diagnosing inefficient processes, and creating practical solutions that are organized, reliable, and easy for a team to use.
Whether you need help cleaning up an existing CRM, connecting multiple platforms, troubleshooting an automation, or building a new workflow from the ground up, Iโd be happy to help.
Marketing Automation Strategy
Marketing Automation
ClickFunnels
HubSpot
Zapier
ActiveCampaign
Social Media Management
Ontraport
Facebook Advertising
Instagram
Facebook
Sales Funnel Copywriting
Landing Page
Brand Strategy
Copywriting
Zoho CRM
Zoho Platform
Make.com
HighLevel
Email Automation
Abby M.
Chapel Hill, North Carolina
$150/hr
5.0
143 jobs
As a seasoned marketing automation professional with over 8 years of experience in strategic consultancy, I have an in-depth understanding of the GoHighLevel platform. I was a founding team member of GoHighLevel and played an integral role in assisting thousands of customers in tailoring their accounts to meet business needs. My expertise includes setting up GHL based on client needs, automation, and streamlining systems to be more scalable and effective.
Before my work at GoHighLevel, I was a freelancer for marketing agencies, where I managed multiple projects simultaneously while delivering high-quality results. I have a strong background in designing and implementing comprehensive digital marketing strategies. Among many achievements, I spearheaded a project that resulted in converting a client's business systems to a lean technology stack, leading to a 80% cost reduction and annual savings of $80,000.
With my extensive background with GoHighLevel's platform, my ability to deliver high-quality work under pressure, and my proven track record of aiding business growth, I consider myself an ideal candidate in the realm of marketing automation and SaaS products. I am eager to apply my unique skills and experiences in organizations seeking to leverage the GoHighLevel platform for business success.
------------
Interested in getting a discount on my hourly rate?
I give discounts to those who sign up under my Highlevel affiliate link.
Marketing Automation Strategy
Marketing Automation
Automation
System Automation
Marketing
Growth Strategy
Process Optimization
Zapier
CRM Software
SaaS
HighLevel
HubSpot
CRM Automation
Digital Marketing Strategy
Product Launch
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