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👋 Hello, I am WorkFlowJoe 🤓 I am an Airtable operational technology specialist and database architect. I will be your guide and friend as we co-build an epic Airtable base that we will both very very proud of. I have perfected a 3 phase method. The WorkFlowJoe way PHASE 1. Data Schema (The objectively correct tables that reflect your reality) PHASE 2. Column and formulas and workflows PHASE 3. Interfaces and UX Over the past 9 years I have helped 300+ business on projects ranging from quick spreadsheet jobs to multi month long system overhauls in diverse industries I can meet with you for free for an hour or two to get on the same page about what you're looking for. I am confident you'll find my experience enlightening and style refreshing. A few of my clients: festival.sundance.org - The Film festival texasflange.com - Large inventory system solanacenter.org - Food recycling accountability luvinarms.org - Vegan nonprofit salpaonebuilder.com - Property Management antssports.com - Huge afterschool sport and summer camps programs Summa.energy - Fuel Delivery Best, Joseph PS I am self-taught, articulate, hard-working, intelligent, and helpful. I look forward to meeting you and then helping you succeed.

I help companies eliminate manual work and scale their operations by building structured, automated, and AI-enhanced systems. If your CRM is messy, your processes are manual, or your team is wasting time on repetitive tasks—I fix that. With 10+ years of experience in CRM architecture and business process automation, I specialize in turning fragmented workflows into clean, scalable systems that improve efficiency, visibility, and decision-making across your business. Previously, I founded and led Automated Dreams, where I designed and implemented automation and CRM systems for growing companies. Today, I work independently with clients to deliver high-impact operational systems that actually scale. ⸻ AI-Enhanced Systems (Practical Use, Not Hype) I incorporate AI where it meaningfully improves operations: ✔️ Automating decision logic (lead routing, support triage, internal workflows) ✔️ AI-generated summaries, notes, and task automation inside CRM systems ✔️ Data enrichment, classification, and cleanup ✔️ Connecting tools like OpenAI, Zapier, and HubSpot for intelligent workflows My focus is simple: use AI where it saves time or improves outcomes—not just to check a box. ⸻ What I Do Best 🔹 Automation & Workflow Design Design systems that eliminate manual work and reduce operational friction 🔹 CRM Architecture (HubSpot Expert) Build and optimize CRM systems that actually support your team 🔹 Integrations & Data Systems Connect your tools into a unified, reliable system 🔹 AI-Enhanced Operations Introduce AI into workflows in a practical, maintainable way 🔹 Change Management & Operational Strategy Successfully roll-out new systems and processes while instituting a culture of continuous improvement. ⸻ Tools & Technologies HubSpot, Pipefy, Zapier, Make, Ontraport, Fireflies, Klaviyo, ActiveCampaign, GHL, SquareSpace, WordPress, Lucid, MailChimp, Constant Contact, ClickUp, Jotform, Calendly, YouCanBookMe, Kajabi, ClickFunnels, Keap, PandaDoc, Shopify, WooCommerce, JustCall, Aircall, Stripe,... and many more APIs, webhooks, automation frameworks ⸻ Results ➖ Reduced operational costs by 30% through automation and system redesign ➖ Increased sales team efficiency by 40% via CRM optimization ➖ Built 200+ integrations, reducing data delays by 70% ➖ Designed systems handling 1M+ daily transactions with 99.9% uptime ➖ Cut infrastructure costs by 50% through cloud optimization ⸻ If you’re looking to: ✔️ Replace manual processes with scalable systems ✔️ Clean up and optimize your CRM ✔️ Introduce AI into your workflows (without overcomplicating things) ✔️ Build systems that support real growth Let’s talk.

𝙎𝙩𝙤𝙥 𝙡𝙚𝙩𝙩𝙞𝙣𝙜 𝙮𝙤𝙪𝙧 𝙢𝙤𝙨𝙩 𝙫𝙖𝙡𝙪𝙖𝙗𝙡𝙚 𝙖𝙨𝙨𝙚𝙩 '𝙮𝙤𝙪𝙧 𝙚𝙢𝙖𝙞𝙡 𝙡𝙞𝙨𝙩' 𝙜𝙤 𝙘𝙤𝙡𝙙. 𝙈𝙤𝙨𝙩 𝙗𝙧𝙖𝙣𝙙𝙨 𝙡𝙚𝙖𝙫𝙚 30% 𝙤𝙛 𝙩𝙝𝙚𝙞𝙧 𝙥𝙤𝙩𝙚𝙣𝙩𝙞𝙖𝙡 𝙧𝙚𝙫𝙚𝙣𝙪𝙚 𝙤𝙣 𝙩𝙝𝙚 𝙩𝙖𝙗𝙡𝙚 𝙗𝙚𝙘𝙖𝙪𝙨𝙚 𝙩𝙝𝙚𝙞𝙧 𝙚𝙢𝙖𝙞𝙡𝙨 𝙖𝙧𝙚 𝙚𝙞𝙩𝙝𝙚𝙧 𝙞𝙣𝙘𝙤𝙣𝙨𝙞𝙨𝙩𝙚𝙣𝙩, 𝙥𝙤𝙤𝙧𝙡𝙮 𝙙𝙚𝙨𝙞𝙜𝙣𝙚𝙙, 𝙤𝙧 𝙩𝙚𝙘𝙝𝙣𝙞𝙘𝙖𝙡𝙡𝙮 𝙗𝙧𝙤𝙠𝙚𝙣. 𝙄 𝙙𝙤𝙣’𝙩 𝙟𝙪𝙨𝙩 "𝙨𝙚𝙣𝙙 𝙚𝙢𝙖𝙞𝙡𝙨"; 𝙄 𝙗𝙪𝙞𝙡𝙙 𝙖𝙪𝙩𝙤𝙢𝙖𝙩𝙚𝙙 𝙧𝙚𝙫𝙚𝙣𝙪𝙚 𝙚𝙣𝙜𝙞𝙣𝙚𝙨 𝙩𝙝𝙖𝙩 𝙩𝙪𝙧𝙣 𝙨𝙪𝙗𝙨𝙘𝙧𝙞𝙗𝙚𝙧 𝗜 𝗮𝗺 𝗮 𝗦𝗲𝗻𝗶𝗼𝗿 𝗗𝗶𝗴𝗶𝘁𝗮𝗹 𝗠𝗮𝗿𝗸𝗲𝘁𝗶𝗻𝗴 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝘀𝘁 𝗮𝗻𝗱 𝗘𝗺𝗮𝗶𝗹 𝗠𝗮𝗿𝗸𝗲𝘁𝗶𝗻𝗴 𝗘𝘅𝗽𝗲𝗿𝘁 𝘀𝗽𝗲𝗰𝗶𝗮𝗹𝗶𝘇𝗶𝗻𝗴 𝗶𝗻 𝗳𝘂𝗹𝗹-𝗳𝘂𝗻𝗻𝗲𝗹 𝗿𝗲𝘁𝗲𝗻𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝗰𝘂𝘀𝘁𝗼𝗺𝗲𝗿 𝗹𝗶𝗳𝗲𝗰𝘆𝗰𝗹𝗲 𝘀𝗰𝗮𝗹𝗶𝗻𝗴. 𝗪𝗶𝘁𝗵 𝘁𝗵𝗲 𝗱𝗶𝗴𝗶𝘁𝗮𝗹 𝗹𝗮𝗻𝗱𝘀𝗰𝗮𝗽𝗲 𝗯𝗲𝗰𝗼𝗺𝗶𝗻𝗴 𝗶𝗻𝗰𝗿𝗲𝗮𝘀𝗶𝗻𝗴𝗹𝘆 𝗰𝗿𝗼𝘄𝗱𝗲𝗱, 𝗜 𝗵𝗲𝗹𝗽 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀𝗲𝘀 𝗰𝘂𝘁 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝘁𝗵𝗲 𝗻𝗼𝗶𝘀𝗲 𝘂𝘀𝗶𝗻𝗴 𝗮 "𝗗𝗲𝘀𝗶𝗴𝗻-𝘁𝗼-𝗗𝗮𝘁𝗮" 𝗮𝗽𝗽𝗿𝗼𝗮𝗰𝗵, 𝗹𝗲𝘃𝗲𝗿𝗮𝗴𝗶𝗻𝗴 𝗵𝗶𝗴𝗵-𝗲𝗻𝗱 𝗮𝗲𝘀𝘁𝗵𝗲𝘁𝗶𝗰 𝘀𝘁𝗮𝗻𝗱𝗮𝗿𝗱𝘀 𝘄𝗶𝘁𝗵 𝗿𝗶𝗴𝗼𝗿𝗼𝘂𝘀 𝗮𝗻𝗮𝗹𝘆𝘁𝗶𝗰𝗮𝗹 𝘁𝗲𝘀𝘁𝗶𝗻𝗴. My Strategic Framework for Your Growth: 1. Conversion-Led Design (Wix & Squarespace Expertise) Most marketers stop at the inbox; I look at the whole journey. Leveraging my deep expertise in Wix and Squarespace, I ensure your landing pages and website architecture are perfectly synced with your email campaigns. - UX/UI Audits: I identify "leaks" in your funnel where subscribers drop off. - Landing Page Optimization: I build high-converting, mobile-responsive pages that maintain brand consistency from the email click to the final checkout. - Platform Integration: Seamlessly connecting your Wix/Squarespace store with your marketing stack for real-time data tracking. 2. Advanced Automation & Lifecycle Flows I move beyond basic "Welcome" emails. I architect complex, behavior-triggered journeys including: - High-Intent Abandonment Flows: Dynamic carts, browse abandonment, and site-exit triggers. - Customer Win-Backs: Data-driven sequences to re-engage "at-risk" subscribers before they churn. - Post-Purchase Delight: Automated upsells, cross-sells, and review generation to maximize Lifetime Value (LTV). 3. Technical Deliverability & Inbox Placement Your ROI is zero if your emails land in the "Promotions" or "Spam" folders. I specialize in the technical side of email: - Authentication: Expert setup of SPF, DKIM, and DMARC protocols. - List Hygiene: Implementing sunset policies to protect your sender reputation. - Infrastructure Audit: Identifying why your emails aren't reaching the primary inbox. 4. Direct-Response Copywriting & Strategy I write copy that focuses on the "Why" driving clicks through psychological triggers, urgency, and clear value propositions. By aligning the copy in the email with the design on your website, I create a frictionless path to purchase. 5. Data-Driven Optimization I don't guess; I test. I manage continuous A/B testing for subject lines, send times, and CTA placements to ensure your open and click-through rates (CTR) are consistently climbing. 𝙄 𝙖𝙢 𝙡𝙤𝙤𝙠𝙞𝙣𝙜 𝙛𝙤𝙧 𝙖 𝙨𝙚𝙡𝙚𝙘𝙩 𝙛𝙚𝙬 𝙡𝙤𝙣𝙜-𝙩𝙚𝙧𝙢 𝙥𝙖𝙧𝙩𝙣𝙚𝙧𝙨 𝙬𝙝𝙤 𝙖𝙧𝙚 𝙧𝙚𝙖𝙙𝙮 𝙩𝙤 𝙨𝙩𝙤𝙥 "𝙩𝙧𝙮𝙞𝙣𝙜" 𝙚𝙢𝙖𝙞𝙡 𝙢𝙖𝙧𝙠𝙚𝙩𝙞𝙣𝙜 𝙖𝙣𝙙 𝙨𝙩𝙖𝙧𝙩 𝙨𝙘𝙖𝙡𝙞𝙣𝙜 𝙞𝙩. 𝙄𝙛 𝙮𝙤𝙪’𝙧𝙚 𝙧𝙚𝙖𝙙𝙮 𝙩𝙤 𝙨𝙚𝙚 𝙖 𝙩𝙖𝙣𝙜𝙞𝙗𝙡𝙚, 𝙢𝙤𝙣𝙩𝙝𝙡𝙮 𝙨𝙥𝙞𝙠𝙚 𝙞𝙣 𝙮𝙤𝙪𝙧 𝙧𝙚𝙫𝙚𝙣𝙪𝙚 𝙖𝙣𝙙 𝙧𝙚𝙩𝙚𝙣𝙩𝙞𝙤𝙣, 𝙘𝙡𝙞𝙘𝙠 𝙩𝙝𝙚 "𝙄𝙣𝙫𝙞𝙩𝙚 𝙩𝙤 𝙅𝙤𝙗" 𝙗𝙪𝙩𝙩𝙤𝙣. 𝙇𝙚𝙩’𝙨 𝙡𝙤𝙤𝙠 𝙖𝙩 𝙮𝙤𝙪𝙧 𝙘𝙪𝙧𝙧𝙚𝙣𝙩 𝙙𝙖𝙩𝙖 𝙖𝙣𝙙 𝙛𝙞𝙣𝙙 𝙮𝙤𝙪𝙧 𝙦𝙪𝙞𝙘𝙠𝙚𝙨𝙩 𝙬𝙞𝙣. Keywords Email Marketing, Digital Marketing, Marketing Automation, Retention Marketing, Lead Generation, Email Strategy, Email Copywriting, CRM Administration, A/B Testing, Conversion Rate Optimization, Customer Lifecycle Marketing, List Segmentation, Deliverability Audit, Campaign Management, Performance Marketing, Growth Hacking, Funnel Optimization, Direct Response Marketing, Newsletter Management, Klaviyo, Mailchimp, HubSpot, ActiveCampaign, Omnisend, Constant Contact, GetResponse, AWeber, ConvertKit, Sendlane, Braze, Salesforce Marketing Cloud, Zoho CRM, Beehiiv, Flodesk, Drip, Campaign Monitor, SendGrid, Iterable, Moosend, MailerLite, Keap, Ontraport, Pardot, GoHighLevel, Brevo, Benchmark Email, VerticalResponse, Klaviyo Flows, Email Template Design, Email Analytics.wix, sqarespace, wix website design, web design

✅ EXPERT-VETTED | 🎖 TOP RATED PLUS 🥇 Ranked in the Top 1% of Global Freelancers on Upwork Hi! I’m Jen — a passionate, results-driven freelancer with over 15 years of professional experience across web development, e-commerce, project management, and virtual assistance. I specialize in helping busy entrepreneurs and growing businesses stay organized, scale smartly, and get real results. Clients love working with me because I bring: ✅ Precision and speed (without sacrificing quality) ✅ A proactive, can-do attitude ✅ Clear communication and fast turnaround ✅ A deep toolbelt across platforms and tasks ✅ The ability to jump in and start adding value immediately Whether you need someone to streamline your operations, create killer content, manage your e-commerce storefront, or tackle technical projects, I’ve got you covered. I’ve supported 6-figure product launches, built high-converting funnels, and kept operations running smoothly for brands on Shopify, Amazon, Etsy, and beyond. 💼 Tool Proficiency & Specialties: CapCut video editing UX/UI design in Figma Webflow Development Social media content creation, management & scheduling Facebook & Instagram (Meta) ad campaigns Wordpress & Joomla CMS Executive assistance: data entry, inbox mgmt, mailing list coordination Adobe Suite (Photoshop, InDesign), Canva Shopify product listings & fulfillment E-commerce support (Amazon, Walmart, Etsy, eBay) Salsify product syndication ClickFunnels building & editing BigCommerce Airtable AI-powered tools & automation If you’re looking for a dependable, multi-skilled freelancer who can wear many hats and help your business run like a well-oiled machine — let’s connect! I’m available to start immediately and excited to learn more about your project.

𝗢𝗡𝗘 𝗟𝗜𝗡𝗘𝗥 I'm passionate about serving my clients ethically to give them the best solution to their technical problems without wasting their money. 𝗦𝗨𝗠𝗠𝗔𝗥𝗬 I've been involved with the web and digital marketing space for over 20 years and involved with information technology for over 30. In 2005, I started my own web development and marketing company and have worked with all types of businesses from solopreneurs and non-profits up to Fortune 500 corporations. Before that, I was at Chevron for 21 years. I was responsible for internal and external web systems, ensuring they were up 24x7, systems had been fully QA tested before going to production, and all maintenance was taken care of. 𝗧𝗛𝗘 𝗚𝗢𝗥𝗬 𝗗𝗘𝗧𝗔𝗜𝗟𝗦 At the heart of it all, I'm a technologist. Or a nerd. You pick. I love technology and making it work for my clients. However, I won't communicate with you in geek-speak (although I can if you want me to). I excel at taking the technobabble and turning it into business-speak that my clients can grasp and understand. Then I implement it on their behalf and take care of it behind the scenes, so they don't have to! WordPress security is my passion because hackers love breaking into WordPress websites. Over 90% of all website hacks are on WordPress. I specialize in UNhacking websites that have malware or defaced pages and hardening sites so they can't be compromised again. Hardening a site is far more than just throwing a plugin at it. When working on new websites (or a refacing) I take boring we-focused websites and transform them into attractive client-focused portals that visitors understand and engage with. If your clients and customers don't understand what you do in about 1 second, they're hitting the "back" button and going somewhere else. I'm a big fan of Donald Miller's "StoryBrand" technique and I implement that on my clients' websites to engage their audience. 𝗣𝗟𝗔𝗧𝗙𝗢𝗥𝗠𝗦 𝗜 𝗦𝗣𝗘𝗖𝗜𝗔𝗟𝗜𝗭𝗘 𝗜𝗡 ❇️ WordPress (including Avada, Divi, Beaver Builder, and Elementor themes) ❇️ Constant Contact (15 years experience and I was a trainer for many years) ❇️ Cloudflare ❇️ Ontraport ❇️ WP Engine and GoDaddy ❇️ All-In-One and Yoast SEO ❇️ Gravity Forms ❇️ Google Tag Manager, Google Analytics (UA & GA4), Google Search Console 𝗧𝗢𝗢𝗟𝗦 𝗜 𝗨𝗦𝗘 𝗧𝗛𝗘 𝗠𝗢𝗦𝗧 ❇️ Adobe Suite (especially Photoshop, Dreamweaver) ❇️ Camtasia (video editing software) ❇️ Screaming Frog SEO ❇️ Canva (I prefer Photoshop though) ❇️ MS Office suite (Word, Excel, etc.) 𝗚𝗘𝗘𝗞𝗬 𝗦𝗧𝗨𝗙𝗙 𝗔𝗕𝗢𝗨𝗧 𝗠𝗘 ❇️ Expert in WordPress security and how to prevent hackers from crawling in the holes and doing damage. ❇️ Fluent in XHTML and CSS. ❇️ Expert in internal and external DNS setup both for small and large organizations ❇️ Human Factors International Certified Usability Analyst (HFI-CUA®) in website design and usability. ❇️ A "grammarista" - I'm very picky about spelling, punctuation, and grammar, so your web copy will be perfect! 𝗣𝗘𝗥𝗦𝗢𝗡𝗔𝗟 𝗠𝗜𝗦𝗦𝗜𝗢𝗡 Giving back is hugely important to me, and I've been a volunteer for most of my life. I worked two summers in rural Latin America (Guatemala and Paraguay) as a teenager giving free health care to the people. I've helped build multiple houses for Habitat for Humanity. I've given 15 gallons of blood and started the San Francisco Bay Area's largest community blood drive in 2002. It's now in the top 10% of the nation and so far, has collected over 10,000 units of blood.

Are you looking for a Kajabi expert who can handle EVERY aspect of your platform? Whether you need a high-converting website, an automated sales funnel, a thriving membership community, or advanced custom coding, I’m here to make Kajabi work for YOU. With over 8 years of hands-on experience, I’ve worked with coaches, course creators, entrepreneurs, and businesses of all sizes, helping them build, optimize, and scale their online presence using Kajabi. I don’t just “set up Kajabi.” I craft strategic, high-performing digital experiences tailored to your brand and goals. 💡 What Can I Do for You? 1️⃣ Custom Kajabi Websites & Full-Scale Branding ✔ Fully branded Kajabi websites optimized for conversions ✔ Mobile-responsive and SEO-friendly designs ✔ Custom layouts, colors, and typography to match your brand 2️⃣ Branded Kajabi Apps (YES, I build custom apps! 📱) ✔ Custom mobile apps for Kajabi courses & memberships ✔ Improved user experience & direct access to content ✔ Fully branded UI/UX tailored to your business 3️⃣ Sales Funnels & High-Converting Landing Pages ✔ Lead magnet, webinar, and product launch funnels ✔ Persuasive, high-converting landing pages ✔ Automated email sequences & follow-up campaigns 4️⃣ Membership Sites & Online Communities ✔ Engaging membership sites with structured course modules ✔ Private communities & discussion boards for members ✔ Gamification features to boost engagement 5️⃣ Advanced Custom Coding & Integrations ✔ Custom HTML, CSS, JavaScript for advanced functionality ✔ API integrations with third-party tools like Zapier & CRMs ✔ Interactive elements to enhance the user experience 6️⃣ Automations & System Optimization ✔ Advanced email sequences for lead nurturing ✔ Automated workflows to streamline operations ✔ CRM & payment integrations for seamless sales processes 🔥 Recent Kajabi Projects: 🔹 Independent CRNA Education Platform ✔ Built a custom Kajabi website for a Professional Nurse ✔ Designed & developed a unique course navigation experience ✔ Branded raw course materials to align with the overall brand feel. ✔ Created custom widgets to improve user engagement & ease of access ✔ Created automations to run at various stages within the website. 🔹 Touching Bass Music ✔ Built Custom Kajabi Funnel, and landing pages ✔ Mobile-optimized design for seamless user experience ✔ Run local SEO on all web pages. 🔹 CRNA mentor ✔ Fully customized Kajabi website & product themes ✔ Optimized SEO & content structure for visibility ✔ Created course video from google-slides files ✔ Custom course layouts to enhance learning experience ✔ Created automations to run at various stages within the website. 🔹 Nourished Daily ✔ Full-time Kajabi developer for 22 months ✔ Built 3+ custom websites & 80+ Kajabi products ✔ Designed a high-converting coaching & community platform ✔ Created automations to run at various stages within the website. 🔹 Haitian American Chamber (HACCOF) ✔ Custom Kajabi website & gamified product experiences ✔ Developed a structured coaching & public speaking platform ✔ Integrated lead magnets & automated sales funnels ✔ Created automations to run at various stages within the website. 🔹 Why Clients Trust Me ✔ Kajabi-Vetted Expert – Officially recognized for my expertise ✔ Worked with 100+ brands & entrepreneurs – From solopreneurs to industry leaders ✔ Proven Track Record – Successful launches, increased revenue, happy clients 📢 What Clients Say: ⭐ "John was able to seamlessly take the concept I had in mind and execute on it. From start to finish I think the whole project took about 3 days and he was incredibly responsive and helpful through the whole time. 10/10 will definitely work with him again" — N8 Training Systems ⭐ "John was an incredible help with my Upwork project. He delivered high-quality work ahead of schedule, communicated clearly, and went above and beyond to ensure everything was perfect. His attention to detail and dedication to getting the job done right exceeded my expectations. I highly recommend John for any future projects!" — ScanMyListing ⭐ "John was great to work with. He understood my goals and helped me find the best solution and delivered accordingly." — Jamie Russo ⭐ "He was serious and available to help us achieve our project. We appreciate his advise and the fact that he goes beyond what was asked to satisfy us." — Naed Jasmin, Haitian American Chamber (HACCOF) ⭐ "Working with John was a great experience from start to finish. He was reliable, professional, and always willing to go the extra mile to make sure everything functioned exactly as I envisioned. His Kajabi knowledge is excellent, and he built a clean, organized, and fully functional course platform that gave us a strong foundation to continue scaling. — Brandon and Edward Martin 💬 Let’s Build Your Kajabi Success Story! If you’re ready to take your Kajabi website, funnel, course, or membership to the next level, let’s talk! 📩 Message me now.