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Hi, thanks for checking out my profile! I’m 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 I’ve 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. I’ve worked with businesses across recruiting, franchising, fitness, consulting, ecommerce, childcare, financial services, and other industries. I’m 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, I’d be happy to help.

👋 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.

✅ 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.

✨Most growth problems are not glamorous. They are hidden in the pipes: unclear handoffs, missing follow-up, messy CRMs, inconsistent project tracking, and no reliable way to see what is stuck. I fix that plumbing. ⭐⭐⭐⭐⭐"She's the kind of right-hand person who makes the chaos quieter, the work smoother, and the growth actually feel doable. If you're building fast and need someone who just gets it, Vanessa is the one in your corner." I am a marketing operations consultant who specializes in revenue operations. Plain English: I clean up the space between marketing, sales, and delivery so good leads do not go cold, client work does not slip, and the business does not run on one person's memory. 👉WHAT I BUILD CRM setup and cleanup, so your pipeline reflects reality Lead intake and follow-up workflows, so nothing sits untouched Marketing ops: campaign trackers, content calendars, approval flows Sales and marketing handoffs with clear owners and next steps Project management systems in Notion, Asana, Monday, Trello, or ClickUp SOPs and process docs your team will actually use Workflow automation with Zapier or Make, so fewer things need a human Dashboards and reporting, so you can see what is stuck before it becomes a fire 🤔YOU MIGHT BE MY PERSON IF YOU ARE THINKING "Leads come in, but follow-up depends on who remembers." "The CRM technically exists. Nobody trusts it." "We have five spreadsheets doing one job." "Everyone is busy and I still cannot tell what is moving." "Everything routes through me and that is starting to hurt." "We need better systems, not enterprise software bloat." 🔧HOW I WORK DIAGNOSE. I map how work actually happens, not how the org chart says it happens. Then I show you where things stall and what it is costing you. BUILD. One place to see priorities, owners, and status. CRM, project system, workflows, and automations that fit how you really sell and deliver. CLARIFY. Every workflow gets a named owner and a clear definition of done, because most dropped balls are ownership problems, not effort problems. TEST. I run it with real work before handoff. No pretty system that collapses in week two. HAND OFF. You get documentation your team can maintain without me. I would rather build something that outlasts our contract. ⭐⭐⭐⭐⭐"Excellent work! We had a research project and Vanessa asked the right questions, followed instructions, and delivered a high-quality final product that went over and above what we were asking for. Great work and thank you!" 🏆A RESULT I AM PROUD OF Built a content approval workflow connecting Notion, Slack, and Metricool. Content moved to approved with a thumbs-up reaction, then queued to post automatically. Saved the team 2 to 5 hours a week and killed the "wait, did this actually get sent?" thread forever. Unglamorous. Very valuable. That is the whole job. ⭐⭐⭐⭐⭐"Thank you for taking the lead on the this build. I can see it is already making a difference." 🔨TOOLS Notion, Asana, Monday, Trello, ClickUp, Jira, Confluence, HubSpot, Airtable, Slack, Google Workspace, Zapier, Make, Metricool. I am also happy to work inside whatever you already pay for instead of selling you a new subscription. 🤝WHO I WORK BEST WITH Founder-led teams, small agencies, consultancies, nonprofits, and social entrepreneurs, especially under $5M in revenue. We're probably a great fit if: ✅ You're past the scrappy stage and the duct tape holding your operation together is starting to show. ✅ Good leads are slipping through the cracks because follow-up depends on who remembers. ✅ Everything routes through you, and you know that's not sustainable much longer. Probably not the right fit if: ❌ You want enterprise-software bloat over lean systems that fit how you actually work. ❌ If you'd like to build systems quickly but not durably (think: duct tape over nuts and bolts). talk 🔎ABOUT THE NEW PROFILE I've built these systems as a Director of Communications and as principal of my own consultancy, so you're getting senior operations thinking, not someone learning on your dime. As a result, you get senior-level systems thinking at a rate that reflects my Upwork tenure, not my experience. 🗣️LET'S TALK Message me with the messiest part of your operation. Even if we do not work together, I will tell you where I would start.💬