Hire the Best Operations & Workflow Professionals

I know exactly what needs to get done… but I feel like I'm spending all my time just trying to keep everything from falling apart.” That's what one of my clients told me before we built her Notion system. She was running her business on sticky notes, scattered spreadsheets, and voice notes. Her team kept asking the same questions. Important processes lived only in her head. Every day felt like damage control. Leads came in - but there was no CRM to track or follow up. Tasks got done - but there was no workflow to repeat them. Steps were skipped - because nothing was documented. That's the problem I solve. I'm a Notion CRM & Workflow Automation Specialist who builds tailored business systems for founders, coaches, consultants, agencies, and small teams. I turn scattered information and manual processes into one organized Notion workspace where your clients, leads, projects, tasks, SOPs, and business operations work together. I've built 10+ custom Notion systems across client projects and helped business owners free up 8+ hours per week. One coach went from tracking 12 clients across multiple spreadsheets to managing clients, projects, deadlines, and workflows inside one Notion CRM giving her full visibility into the business for the first time. ━━━━━━━━━━━━━━━━━━━━ WHAT I BUILD ━━━━━━━━━━━━━━━━━━━━ ◉ Notion CRM - lead tracking, client management, sales pipelines, onboarding, follow-ups ◉ Notion Workflow Automation - Make, Zapier, forms, integrations, automated processes ◉ Notion Business Operating Systems - clients, projects, tasks, SOPs, goals, and operations in one workspace ◉ Notion Project Management - task tracking, deadlines, project views, team collaboration ◉ Notion Dashboards - KPI tracking, business visibility, performance monitoring ◉ Notion SOP Systems - process documentation, team onboarding, repeatable workflows ◉ Notion Client Portals - organized client-facing workspaces and resources ◉ Notion Knowledge Bases - company wikis, documentation, and internal information ◉ Notion Templates & Custom Systems - built around how your business actually works ◉ Notion Migration & Workspace Cleanup - consolidating scattered tools and restructuring messy workspaces ━━━━━━━━━━━━━━━━━━━━ WHO I WORK WITH ━━━━━━━━━━━━━━━━━━━━ -Coaches & Consultants who need a reliable CRM and client management system -Agencies managing projects, deliverables, clients, and team workflows -Founders & Small Businesses replacing scattered spreadsheets with a centralized business operating system -Startups building organized operations and documentation as they grow ━━━━━━━━━━━━━━━━━━━━ HOW I WORK ━━━━━━━━━━━━━━━━━━━━ I don't hand you a generic Notion template and disappear. I first understand how your business actually operates, what is slowing you down, and where information or tasks are falling through the cracks. Then I: 1. Audit your existing workflow, tools, and requirements 2. Structure your databases, properties, relations, and processes 3. Build the Notion CRM, workspace, dashboards, and workflows 4. Automate repetitive processes where appropriate 5. Test the system and refine the user experience 6. Document & train you so your team can confidently use it Every system is built around your actual workflow not forced into a template that doesn't fit. ━━━━━━━━━━━━━━━━━━━━ WHAT YOU GET ━━━━━━━━━━━━━━━━━━━━ ✓ One organized Notion workspace for your business ✓ A Notion CRM that keeps leads and clients from slipping through the cracks ✓ Connected projects, tasks, deadlines, and team workflows ✓ Workflow automation that reduces repetitive manual work ✓ SOPs and documentation your team can actually follow ✓ Dashboards that give you visibility without searching through multiple tools ✓ Full documentation and walkthrough after delivery ━━━━━━━━━━━━━━━━━━━━ WHY WORK WITH ME? ━━━━━━━━━━━━━━━━━━━━ I currently have a 100% Job Success Score and 5.0 client rating, with completed Upwork projects and real experience building Notion systems for business owners. I focus on building systems that are: Simple enough to use. Structured enough to scale. Practical enough to become part of your daily operations. I don't build complicated workspaces that look impressive but become difficult to use. Your system should be simple enough to use, structured enough to scale, and practical enough to become part of your daily operations. If your workspace needs a tutorial every time someone logs in, it's probably too complicated. ━━━━━━━━━━━━━━━━━━━━ TOOLS & INTEGRATIONS ━━━━━━━━━━━━━━━━━━━━ Notion • Notion AI • Make • Zapier • Airtable • Google Workspace • Google Sheets • Slack • Calendly • Typeform • Claude AI ━━━━━━━━━━━━━━━━━━━━ LET'S BUILD YOUR SYSTEM ━━━━━━━━━━━━━━━━━━━━ Scattered workflows? Messy spreadsheets? Too many tools? Send me a message and tell me what you're trying to organize. I'll help you turn it into a simple Notion system that works.

Top Rated Plus | 12+ years experience | 22,000+ Upwork Hours | 100% Job Success Trusted by founders, executives, and small business owners since 2014 to provide reliable operations support, executive assistance, project management, and business coordination. Running a successful business requires more than expertise and vision. It requires consistent execution, organized systems, clear communication, and dependable support behind the scenes. That's where I come in. I'm an Operations Manager and Executive Support Professional who helps entrepreneurs, CEOs, agency owners, and growing businesses stay organized, improve efficiency, and free up valuable time to focus on growth. Over the past decade, I have supported U.S.-based businesses across a wide range of industries, serving as a trusted right-hand for executives who need someone capable of managing both the details and the bigger picture. Whether it's coordinating projects, managing operations, improving processes, supporting clients, or handling administrative responsibilities, I focus on creating structure and keeping things moving forward. My approach is simple: I don't just complete tasks. I help build reliable systems that reduce bottlenecks, improve accountability, and create operational clarity. Areas of Expertise: OPERATIONS & BUSINESS SUPPORT • Operations management • Process improvement and workflow optimization • SOP development and documentation • Project and task management • Team coordination and accountability tracking • CRM implementation and maintenance • Vendor management and research • Reporting and operational oversight EXECUTIVE ASSISTANCE • Calendar and inbox management • Executive scheduling and travel coordination • Meeting preparation and follow-up • Client communication management • Research and information gathering • Confidential and sensitive administrative support PROJECT MANAGEMENT • Project planning and coordination • Task delegation and follow-up • Cross-functional team communication • Timeline management • Implementation support • Progress tracking and reporting CLIENT EXPERIENCE & ADMINISTRATION • Client onboarding and offboarding • Customer support coordination • Appointment scheduling • Billing, invoicing, and administrative support • Documentation and record management MARKETING & DIGITAL SUPPORT • Website content updates • Blog publishing and formatting • Email marketing support • Basic SEO support • Google Business Profile management • Performance reporting and analytics Tools & Platforms: ClickUp • Asana • Monday • Trello • Google Workspace • Microsoft Office • WordPress • Showit • Duda • GA4 • Google Search Console • CRM Platforms What Clients Appreciate: • Professional and client-focused communication • Strong business judgment • High attention to detail • Proactive problem-solving • Ability to work independently • Reliable follow-through • Quick adaptability to new systems and processes • Calm and organized under pressure If you're looking for a dependable operations partner who can help bring order to the day-to-day, improve efficiency, and support the growth of your business, I'd be happy to discuss how I can help.

Hi, I’m Roseal 👋 I’m an Operations + Project Management professional and Notion Systems Specialist with 3+ years supporting digital businesses and agencies. I help founders and teams run smoother by turning messy workflows into clean, trackable systems—so projects ship, handoffs are clear, and nothing slips. Most of my work sits at the intersection of delivery + systems: building Notion workspaces (dashboards, CRMs, SOP hubs), coordinating cross-functional teams (designers, editors, VAs), and reducing manual work through automations (Zapier/Make/n8n, GoHighLevel). What I do best: - Project & Ops coordination: timelines, task ownership, follow-ups, status reporting - Notion builds: scalable databases, dashboards, SOP systems, client portals - Workflow automation: simple triggers that reduce busywork and improve accountability Proof points: - Built an agency operations workspace that reduced manual admin by ~70% - Coordinated a video production team and improved turnaround time by ~30% - Trained freelancers/creatives on Notion (databases, relations, rollups, formulas) Tools: Notion (advanced), ClickUp, Asana, Airtable, Trello, Google Workspace, Slack, Zapier, Make, n8n, GoHighLevel, Systeme If you want a calm operator who can own delivery and build the system behind it, let’s talk!

I build structured, repeatable operational systems that convert complex ideas and team communication into clear execution. As a Project and Operations Manager, I act as the central operational backbone organizing tasks, enforcing accountability, and managing dependencies so deliverables consistently land on time without constant founder involvement. Whether building out Notion workspaces, managing ClickUp task flows, or tracking sprint releases in Jira, I ensure every single project has a defined owner, clear acceptance criteria, and a realistic deadline. I leverage modern AI tools (Claude, ChatGPT) and automation platforms (Zapier, Make) to streamline administrative friction, draft async status updates, and build clear documentation that keeps teams moving efficiently across time zones. MY WORK PROCESS & OPERATIONAL METHODOLOGY --------------------------------------------------------------------- ✔️Intake, Scoping & Resource Planning: Scope & Dependency Mapping: I translate client proposals, meeting notes, and informal messages into structured project plans, milestones, and visual Gantt charts. ✔️Capacity & Allocation Check: Before assigning dates, I evaluate team capacity and resource allocation to prevent overload, address bottlenecks early, and establish credible delivery dates. ✔️Client Onboarding: I manage client intake workflows to ensure all assets, access credentials, and scope specifications are confirmed before work begins. ✔️Execution, System Adoption & Accountability Central Source of Truth: I set up and maintain clear project architecture across platforms like Notion, ClickUp, Asana, and monday com. ✔️Single-Point Ownership: Every deliverable, action item, and task is assigned to a designated owner with an explicit deadline—eliminating loose ends and unassigned work. ✔️Asynchronous Coordination: I run focused async standups via Slack and structured dashboards to keep cross-functional remote teams aligned while keeping live meeting overhead low. ✔️Risk Management & Status TrackingRAID & Decision Logs: I maintain active risk, assumption, issue, and dependency (RAID) registers along with clear decision logs so teams never re-debate agreed direction. ✔️Proactive Follow-Ups: I track upcoming milestones and unblock team members before deadlines slip, escalating potential scope or timeline risks early with actionable solutions. ✔️ Quality Assurance, Closure & Process ImprovementQA Review: I perform thorough secondary passes and quality assurance reviews on completed work against project briefs prior to final delivery. ✔️SOP Development: I turn recurring workflows, operational fixes, and delivery processes into clear, documented Standard Operating Procedures (SOPs). ✔️KPIs & Reporting: I track core operational KPIs (such as on-time task completion and capacity utilization) and deliver concise executive updates to keep leadership fully informed. CORE COMPETENCIES & TECHNICAL TOOLKIT ------------------------------------------------------------- Project Planning, Timeline & Milestone Tracking, Gantt Charts, RAID Logs, Capacity Planning, QA Review, Scope Control Operations & Systems: Process Documentation, SOP Creation, Async Communication, Client Onboarding, KPI Tracking, Change Management Software & AI Stack: Notion, ClickUp, Asana, monday com, Jira, Google Workspace, Slack, Claude, ChatGPT, Zapier, Make Methodologies: Agile / Scrum Fundamentals, Hybrid Project Management, Async Operations Whether you need to organize a chaotic workspace, transition team communication to efficient asynchronous workflows, or build repeatable processes that guarantee on-time project delivery, I am here to help. Send me a direct message with a brief summary of your current project or operational bottlenecks. Let's discuss how we can map out your workflows, eliminate administrative overhead, and establish a clear operating system for your team.

I help businesses get their operations out of people's heads and into systems that actually work — through SOPs, process maps, and workflow documentation that stick. My background includes pharmacy benefits analytics at Xevant and enterprise healthcare data work at Change Healthcare — which means I understand operations at a level most freelancers don’t. I’m also currently engaged as a Business Analyst on a large-scale enterprise consulting project (details under NDA), leading discovery, risk and bottleneck analysis, process improvement, and user story development — so this isn’t just past experience, it’s live, current work. I help businesses fix both sides of the problem: building clean data systems and the process documentation to make them actually stick. What I help with: — SOPs and workflow documentation — Process mapping and bottleneck analysis (Lucidchart) — Workflow audits with prioritized recommendations — Excel & Access dashboards, trackers, and databases — Cross-functional coordination and operational reporting I offer fixed-price catalog projects for SOPs, workflow audits, and operations starter packs — so you know exactly what you're getting before we start. I work fast, communicate clearly, and deliver things that get used. Based in Maine, available across US time zones. If that's what you need — let's talk.

I help business owners and busy executives get their operations under control, clean CRMs, documented workflows, AI-powered automation, and SOPs that let the business run without everything depending on one person's memory. I started on Upwork building my 100% Job Success Score and Top Rated Plus status the way most freelancers do: saying yes to a wide range of work, appointment setting, lead generation, virtual assistance, while figuring out where I add the most value. Since 2023, my focus has shifted fully to what I enjoy and I'm best at, executive support, CRM automation, and operations systems. Much of that specialized work happens directly with long-term clients, including several who started with me here on Upwork, so you'll see it most clearly in my portfolio and case studies below. What I help with: Executive & Operations Support - Inbox and calendar management, task tracking, SOP creation, team handoff processes, owner dashboards. CRM & Automation - HubSpot, JobNimbus, ClickUp, HighLevel, and Zapier-based workflows: lead routing, follow-up automation, reminders, and processes that cut manual admin without sacrificing accuracy. AI-Augmented Workflows - Using AI tools to speed up reporting, communication, and repetitive admin work, with a human check on accuracy at every step. Financial Operations Visibility - QuickBooks Online/Desktop, reconciliations, month-end support, and bookkeeping cleanup so your operations and your numbers tell the same story. Before freelancing, I spent 13 years in institutional financial operations, including roles at Raymond James, Itaú International Securities, and Boreal Capital Management, which is where the accuracy and structure I bring to building systems comes from. I'm also bilingual (English/Spanish). If you need someone who can walk into operational chaos, figure out what's actually broken, and build the systems and automations to fix it, let's talk. Credentials: FINRA Series 99 | SIE | IRS Certified Tax Preparer | Licensed Life Insurance Agent Bilingual: Native English & Spanish Fully remote | U.S.-based in Miami | Responsive within hours