Hire the best Operations & Workflow professionals

Check out Operations & Workflow professionals with the skills you need for your next job.
Clients rate Operations & Workflow professionals
Rating is 4.8 out of 5.
4.8/5
based on 431 client reviews
  • $200 hourly
    Hi there! I'm Marly, a certified monday.com expert! ✨ I transform businesses by building tailored CRM and project management workflows on monday.com. Monday.com's digital transformation is a strategic evolution that I approach with a long-term perspective as an implementation consultant. Recognizing that digital transformation is a gradual process rather than an instantaneous change, I prioritize a phased approach to ensure seamless integration and sustained success. By systematically implementing Monday.com's versatile tools and adapting workflows, organizations can incrementally enhance efficiency, collaboration, and overall operational effectiveness. This deliberate, long-term strategy allows for continuous improvement, empowering teams to evolve at a pace that aligns with their unique needs and ensures a successful digital transformation journey. Our ultimate objective is to empower our clients by enhancing their overall workflow efficiency. To achieve this, I'm eager to understand more about your organization's unique requirements on monday.com. Additionally, I'm more than willing to share timelines, budgets, and address any other questions you might have. Here are the services I offer on monday.com: Process Mapping monday.com Implementation CRM Creation Custom Project Management Workspace Creation Task Management Dashboard and Reporting Development Automation and Integration Setup Team Training and Onboarding Ongoing support Feel free to discuss your needs or ask any questions you may have—I'm here to assist you! I look forward to connecting with you!
    vsuc_fltilesrefresh_TrophyIcon Operations & Workflow
    CRM Development
    Salesforce CRM
    CRM Automation
    CRM Software
    Process Development
    Process Design
    Automation
    Automated Workflow
    Marketing Operations & Workflow
    Project Workflows
    Customer Relationship Management
    Asana
  • $75 hourly
    ✅ Top-Rated Plus Freelancer ✅ I am a full-time consultant, and an operations expert with a proven track record and 15+ years real-world experience. I'm in the top 3% of talent on Upwork with 100% job success and over $300k earned. Prior to focusing on my passion in digital marketing, I worked in strategic business development and quality control for a Fortune 100 logistics company that generated revenue over $45M annually with their client. Notable in my first year, I served as the lead manager in obtaining ISO 9001 certification for the site for the first time in its existence and creating a QMS (quality management system) for the business resulting in world class metrics. My expertise helped generate over 25% YOY improvement overall in both the quality and financial metrics, propelling this single site to #1 out the 12 advanced logistics centers that the company occupies in the US region. My greatest strengths are creativity, drive, and leadership. I thrive on challenges, particularly those that expand the company’s reach. I'm extremely self-sufficient, goal driven, and an excellent time manager. A quick overview of my expertise & experience include: 💎 Project Management (Asana, Monday, Trello, ClickUp, Teamwork) 💎 Process Documentation - Platform Onboarding, Optimization & Training 💎 KPI's & Analytics 💎 Automation & Integrations (landing pages, opt-ins, shopping carts) 💎 Course Creation (Teachable, Kartra, Kajabi, Clickfunnels) 💎 Marketing Funnels (Clickfunnels, Kartra, Leadpages) 💎 Email Marketing (Hubspot, Drip, Active Campaign, Mailchimp, etc) 💎 Website Management (Wordpress, Squarespace, Various Page Builders) My experience spans across multiple disciplines including business coaches, health + wellness, finance, real estate, and software. I gravitate and work best with clients that allow me to be an active participant in the impact they are making.
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    Data Management
    Data Integration
    SaaS
    CRM Automation
    Process Improvement
    Zapier
    Marketing Operations & Workflow
    QA Management
    Marketing Automation Strategy
    ClickFunnels
    Learning Management System
    HubSpot
    Email Marketing
    Marketing Automation
    ActiveCampaign
  • $75 hourly
    I help growing sales teams optimise their tech stack to be more productive, improve their strategy and increase their earning potential. As a certified HubSpot Solutions Provider and partner of other market-leading sales tools, I'm an expert in building custom integrations, data and reporting, no matter how complex your sales process. I work with B2B companies typically in fintech or enterprise SaaS with end customers such as HSBC, AstraZeneca, and Proctor & Gamble. This can be migrating and building out HubSpot from scratch, or building specific automations, workflows and reporting to fit your needs. Some things I can help with: → Workflow Automation → Process Design → HubSpot Onboarding and Implementation → Sales Stack Review → Lead Generation → Playbook Creation → Team Training
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    B2B Marketing
    HubSpot
    Sales & Marketing
    Sales Consulting
    CRM Development
    Sales Optimization
    Sales Funnel Copywriting
    FinTech
    CRM Software
    B2B Lead Generation
    Marketing Operations & Workflow
    Sales Prospecting Software
    CRM Automation
    Sales Strategy
    Business Process Automation
  • $50 hourly
    I will help you reach your goals and expand your business by putting my skills and experience at your team service. So, let's touch base on what I do, what I'am good at, and what I excel at doing. First, I am certified in the following HubSpot softwares and tools: HubSpot marketing software, sales software, inbound marketing, HubSpot reporting, and a few more HubSpot tools. My areas of expertise are: - HubSpot marketing, sales and service process strategy - CRM database design - Full system configuration - Researching and implementing best fit integrations - Workflows and automation - Process training for reps, managers and system administrators What I do best : * Create content for your marketing campaigns: forms, landing pages, email templates, A/B creative testing..., * Fully automate your marketing campaigns and monitor results. * Create KPI reporting dashboard for your sales and marketing processes, on and off HubSpot. * Implement and map your sales pipeline from scratch and develop it through sequences and workflows. * Help your team design your buyer's journey and address any glitches or failures in the sales process. This service obviously includes the basic account set up and contacts/deals uploads. Don't worry, I know it all! I have over 3 years experience using Hubspot CRM and a couple more years using Salesforce, during which I have built over 11 new HubSpot accounts and worked on some 25 existing accounts. My work included implementation, optimization, and training. HubSpot Expert rate: $60 - $100/hour Motto: Integrity, drive, and results
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    Marketing Automation Strategy
    KPI Metric Development
    Content Marketing
    Marketing Operations & Workflow
    A/B Testing
    B2C Marketing
    B2B Marketing
    Marketing Automation Software
    CRM Software
    Campaign Reporting
    Marketing Automation
    Sales Management
    Salesforce CRM
    Sales & Marketing
    HubSpot
  • $100 hourly
    🏆 Hi! I'm Mike, a Certified Monday.com specialist in building CRM and Project Management workflows. I offer a premium service to my clients – I am responsive, available during normal business hours, and offer quality work with rapid turnarounds. Having a Technical Engineering qualification helps me clearly identify the challenge and provide a viable solution that will work long-term. I create automated and maintenance-free setups for businesses related to Manufacturing, Marketing, Real Estate, Construction, Law/Immigration, Cleaning companies, Kitchen / Bath / Furniture builders, House moving companies, shops, Non-profit organizations, Freelance platforms, and others. My primary goal is to deliver excellent work on time, provide support and build connections with my clients. I aim for long-term business relationships where trust, attention, and respect are the key elements. ⭐️Why work with me?⭐️ + 70+ finished Monday implementations + Official partner & consultant of Monday.com + I’m always in touch, enthusiastic about my work, easy and friendly communication Please reach out if you have any questions or need clarification. I look forward to working together and building a powerful workspace with you!
    vsuc_fltilesrefresh_TrophyIcon Operations & Workflow
    Zapier
    Marketing Operations & Workflow
    Project Workflows
    Make.com
    Project Scheduling
    CRM Software
    Process Development
    Customer Relationship Management
    Implementation
    Business Process Modeling
    Automation
    Process Design
    Project Management Professional
    Project Plans
  • $175 hourly
    Let me help you save 100’s of hours of manual work and/or have a clear overview of your projects, clients or anything else you would like to manage! After using Monday.com for over 2.5 years being a business manager, I decided to become a Monday.com Partner and start helping other businesses to have the best possible setup in Monday.com, including multiple integrations, many automations in Monday.com and using Make (used to be known as Integromat) or Zapier to take it to the next level. Because of my own experience as a manager, I not only apply my Monday.com & Automating skills, but also my general managing skills. I help you think trough the most efficient ways of the specific workflows, always look at ways to reduce costs within the systems that apply, and general other complex problem solving that applies. Take a look at the reviews that my previous clients left to see their experiences :)! I can help you with specific problems or complex situations that occur within the systems or help you with a complete setup from scratch with the most automated and efficient workflows. A few examples of setups I’ve created are: *Complete sales pipelines & CRM for different business types *Financial management & overviews (automated) *Project management setups in different business types *Complete business setups, with different departments connected with each other. (from marketing, design, tech, to finance, support and sales), all connecting to a High level overview for directors & stakeholders. *HR & Recruitment *Connections with multiple 3rd party apps & API’s trough Zapier / Integromat / Make *Personal management *Day Trading Data Tracking System Including Dashboard I always work in a few steps that lead to the best outcome: 1. Introduction to the business, workflows and wishes 2. Setting up a plan and covering it in a meeting 3. Working out the plan step by step, including explanation and training if necessary 4. Testing 5. On going support, whenever you need me, I’m one message away! Looking to integrate other applications in to Monday.com? Let’s do it! Timezones? What ever fits! I am flexible and work with clients from the West Coast, to Australia. I am always excited to meet new people and help you achieve the best possible way, in ways you couldn’t even think of! Let’s meet up in a Zoom meeting as soon as you want and cover the wishes!
    vsuc_fltilesrefresh_TrophyIcon Operations & Workflow
    API Integration
    Business Consulting
    Software Integration
    Project Management
    API
    Marketing Operations & Workflow
    CRM Software
    Make.com
    Critical Thinking Skills
    Business Analysis
    Marketing
    Automation
    Zapier
    Customer Relationship Management
  • $126 hourly
    I am the Asana Expert you need in your team that will help you optimize your workflows for improved team visibility, goal alignment, and process efficiency with training, implementation and consulting. I'm on a mission to help you build the right structure of teams, projects, and workflow inside Asana and set up powerful automation and integrations in place to ensure all internal and client operations run seamlessly. We will work with you to document your processes and automation within Asana and provide onboarding support and training in a New Way of Working with Asana. ✨ Glow Up your business into a well-oiled machine with they right systems and processes. I can help you with: 🔥 Process Audit & Mapping: This is a holistic approach that aims to improve all of your existing systems. 🔥 Asana Audits, Implementation & Workshops: I will help you build the right Asana Ecosystem for your organization, so that you can manage your projects and workflows with ease. 🔥 Fractional Asana Operations Manager: I'll work with you to achieve your goals, get clarity on your company’s future and scale up your business while still doing what you love. 🔥Virtual Assistance: From email management and schedulling to social media management, market research, you need something done I'll do it for you. I work with the following technologies: ⚡️ Asana ⚡️ Dubsado ⚡️ Google Workspace ⚡️ Slack ⚡️ Trainual ...just to name a few! 🌱 I am the Integrator to Visionaries, let's connect.
    vsuc_fltilesrefresh_TrophyIcon Operations & Workflow
    Marketing Strategy
    Business Process Automation
    Virtual Assistance
    Social Media Strategy
    Project Management
    Communications
    Business Consulting
    Business with 1-9 Employees
    Automated Workflow
    Process Optimization
    Process Improvement
    Time Management
    Project Workflows
    Asana
    Marketing Automation
  • $70 hourly
    Hi there! Are you new to HubSpot and not sure where to start? Have you been using HubSpot for a little while but feel like you’re not using it to its full potential? If you answered yes to either of those questions, I’d love to chat with you! My name is Ryan and I’m a HubSpot consultant and Revenue Operations Specialist with over 6 years of experience. My goal is to help you build an optimized and customized HubSpot so that you’re set up for success. A proper HubSpot setup is based on three main principles: - Straightforward and simple to understand for the daily users - Ease of scalability so that the system can grow as your business grows - Enhances the day-to-day productivity of its users I have worked with countless clients and have set them up for success with HubSpot. Whether it’s starting them completely from the beginning, conducting an audit of their current setup, training on best practices or helping out with a one-off project, I’m always happy to talk about all things HubSpot. If any of this sounds interesting to you, don’t hesitate to reach out! One quick chat can make a world of difference for your business.
    vsuc_fltilesrefresh_TrophyIcon Operations & Workflow
    Strategic Planning
    Analytics
    Customer Relationship Management
    Email Marketing
    Automation
    Marketing Automation Software
    Email Marketing Strategy
    Intercom
    Email Template Development
    Marketing Automation
    Marketing Operations & Workflow
    Marketing Campaign Setup & Implementation
    Marketing Automation Strategy
    HubSpot
    Marketing Automation Audit
  • $40 hourly
    ✅ EXPERT-VETTED 🎖 TOP RATED PLUS (Top 1% 🥇 of GLOBAL talent on Upwork). I am a passionate and hard working freelancer. I have over 10 years of experience as a Web Developer, Admin Support, Virtual Assistant, Project Manager, E-Commerce Stores Management and Data Mining/Researcher. I have excellent attention to detail and I can understand and follow instructions very well. I have worked for many respected clients doing Data Entry and Web Research. I have always made quality my top priority while also balancing a large quantity of work. I am experienced with Adobe Creative Suite, Shopify, Magento, Wordpress, Joomla, Microsoft Office Programs, Web Design & Development but I am always open to learning new tools if there are different ones you prefer I work with. I am able to take on new work immediately and I look forward to speaking with you about your needs! Duties I specialize in - * CapCut * UX/UK Design with Figma * Social Media Content Management * Facebook / Instagram Ad Creation * Wordpress/Joomla Content Management * Virtual Assistant w/ an emphasis on Data Entry, Email Followup and Mailing list * Photoshop, Indesign, Canva * Shopify based e-commerce order fulfillment & product listing * E-commerce management via Amazon, Ebay, Walmart.com & Etsy * Salsify * Marketing * Customer Service * Social Media Comment Moderation * Clickfunnels Creation & Modification * BigCommerce * Airtable * AI Thanks for your consideration!
    vsuc_fltilesrefresh_TrophyIcon Operations & Workflow
    Airtable
    Marketing Analytics
    BigCommerce
    Customer Support
    Database Management
    Social Media Management
    Content Marketing
    Customer Relationship Management
    Administrative Support
    Ecommerce Website Development
    Marketing Management
    ClickFunnels
    Shopify
    Web Design
    Adobe Photoshop
  • $55 hourly
    🤖 I have helped 50+ businesses like yours acquire and nurture thousands of leads , 10X their convertion rates and streamline their SALES 💸 with clean and efficient Marketing AUTOMATIONS⚙️in industries such as Construction🧑‍🔧Banking💳Real Estate🏘️Recruitment📄Travel✈️ Food🥕Health Care👩‍⚕️Coaching💼 👉 Hablo español y soy bilingue.👈 How can I guarantee the same results for you? -Because I have: ✔️+9 years of Digital Marketing experience ✔️+3 years of B2B expertise ✔️+7 years working with CRMs, advanced HubSpot workflows and automations ✔️ALL HubSpot certifications and official partnership ✔️Knowledge of many other CRM and automation platforms such as: Salesforce, Mailchimp, Active Campaign, Podio, Acumbamail, Zoho, Zapier and so on. ✔️Digital Marketing Master Degree and +15 other courses and official certifications. ❤️ Deep love for marketing and email marketing. How I do it: I'm very confident in all aspects of Hubspot's Inbound Marketing Methodology and I have enough experience to use any platform required for Email Marketing, Workflows, Traffic Funnel Optimization and Search Engine Optimization.
    vsuc_fltilesrefresh_TrophyIcon Operations & Workflow
    Mailchimp
    Email Marketing Consultation
    Automation
    CRM Development
    CRM Automation
    ActiveCampaign
    Email Marketing
    Salesforce CRM
    Zoho CRM
    Zapier
    B2B Marketing
    CRM Software
    Email Automation
    HubSpot
    Marketing Automation
  • $297 hourly
    I do not promise great results – I deliver them. (See reviews for proof) A great sales funnel or website can be worth hundreds of thousands of dollars. But there’s a problem: most businesses and brands have websites or sales funnels that are costing them money – rather than making them money. They’re missing the mark when it comes to their sales funnel or website. And they have no idea why. Every day, they’re letting customers slip through their fingers and choose their competitors. Instead of their website or sales funnel being an always on 24/7 sales machine, it’s more like a slot machine that resembles an over-glorified business card. And I don’t know about you, but I throw those obnoxious cards in the trash. Every. Single. Time. Now more than ever consumers are turning to the internet and researching a company prior to doing business with them. These days it's foolish not to believe that nearly every lead is an internet lead. Why? Because we look at our phones more than we look at one another. Humans have been conditioned to research a company online before handing over their hard-earned money. Your website or sales funnel is often the first impression a prospect has with your business. And the difference between an average or remarkable first impression can make or break you. That's why cheap websites and sales funnels are never worth the low cost. Two important statistics for business owners: • It takes half a second for users to form an opinion of your website (according to a Taylor and Francis Group study). • 79% of people judge a company's credibility based on their website design (according to a Stanford research paper). Unlike many freelancers who are experts in MSU (making stuff up) and regularly cut corners at your expense (but to their quick payday), I guarantee my work: see the video on this page for details. My sales funnel and website techniques and strategies have been featured in virtually every major publication across the globe. And I have a significant unfair advantage when it comes to creating customer centric high-converting websites and sales funnels. Through revolutionary softwares, such as Hotjar (my favorite) and Mouseflow, I’m able to view exactly how users interact with web pages. These incredibly insightful and powerful softwares make it like I’m standing directly behind a person visiting a website or sales funnel and watching their every move. This technology has evolved far beyond simple heat maps to now recording the screens and the exact mouse (or finger movements) a person makes when they visit a web page. In a sense, it's the George Orwell’s Big Brother effect at its best – but in a good way, well, for creating tightly engineered web pages at least. I’ve even developed cutting-edge ROI Calculators that deliver data-driven feedback to ensure all the content and imagery on a web page are helping a user take the next step (i.e. schedule a consultation or make a purchase). What does all of this mean to you? I’ve had access to a fire hose of feedback with these screen recording softwares. And I’ve literally spent hundreds of hours watching exactly how people interact with websites and sales funnels. I know precisely what entices them to convert, or run for the hills. You see, I’ve done the (A/B) testing for you. I’ve built an elaborate database of what works (as well as what doesn’t). And I’ve discovered that creating winning web pages is as much of an art as a science. That's why I’ve developed a formula and a framework that removes the guesswork and consistently creates high-converting websites and sales funnels. My formula increases conversions, generates great first impressions, attracts premium clients, creates authority and positions your brand, product, or service as not simply an option – but the only option. Message me on Upwork to discuss your project. I offer an iron-clad money-back guarantee, ensuring you get the website or sales funnel of your dreams or all of your money back (see details below). Thank you, Jeremy MONEY-BACK GUARANTEE Unlike 99% of freelancers who disappear after getting paid… I stand by my work with an iron-clad money-back guarantee that’s unheard of in my industry: If, for any reason whatsoever, you’re not 110% happy with the sales funnel or website I create for you, I’ll give you all of your money back. No questions asked. You can only make such a guarantee when you have supreme confidence you can deliver. And I’m extremely confident when you allow me to build your website or sales funnel, I’ll over-deliver. Best case: You get the website or sales funnel of your dreams. Worst case: I give you all of your money back if I fail to perform.
    vsuc_fltilesrefresh_TrophyIcon Operations & Workflow
    Sales Funnel Implementation
    Sales Funnel Builder
    Landing Page Design
    Website Optimization
    WordPress Development
    Ecommerce Website
    ClickFunnels
    Landing Page Optimization
    Sales Funnel
    Landing Page
    Website Redesign
    WordPress
    Web Design
    Web Development
    Website
  • $95 hourly
    An Expert Vetted Integrator, recognized within the top 1% of freelancers, I have a 28-year career in industry-leading operations, project management, research, governance and compliance. My forte lies in conceptualising transformative strategies, based on first principles and reverse engineering - enhancing performance and collaboration whilst serving a broad spectrum of sectors. I excel in crafting scalable solutions tailored for lean, agile startups, as well as enterprise global entities, with a steadfast commitment to incorporating the latest technology to augment my services offering. I am resourceful and prioritize your business objectives, offering flexibility across all time zones and ensuring my dedication aligns with your business needs. Specialized Services: Strategic Development: Employing an array of analytical tools and frameworks, I provide strategic insights and planning that propel sustainable growth and furnish leadership teams with decisive direction, raising brand awareness and enhancing value proposition. Governance, Risk Management, and Compliance. Notable know-how in due diligence, compliance, and international expansion, facilitating subsidiaries and LLC setups across borders. Project and Program Management: Adept in steering complex projects with a versatile array of methodologies, ensuring rigorous planning, risk management, and collaborative cross-functional team governance. Contract management and dispute resolution. Carried out numerous forensic consulting exercises on schemes ranging in size, with the largest being a significant £18 billion in central London. Operations Management: Streamlining operational practices for enhanced cost efficiency, optimizing contractor engagements (inclusive of negotiating favourable SLAs), resolving supply chain and logistics elements and ensuring the seamless operation of daily activities. Crafting and refining systems and processes across departments for superior operational synergy and efficiency, with a natural aversion to the 'silo effect'. Process Optimization and Automation: Advocating for streamlined processes and optimized tech stacks, promoting Universal Process Notation, and developing SOPs and automated workflows for superior operational performance. The aim is to cater to the audience, rather than other process specialists - with the net result being simplicity as the driving force. Change Management & Digital Transformation: Ensuring smooth adoption of new systems and processes to minimize operational disruptions and maintain sustained business continuity. My experience spans numerous industries, empowering me to deliver bespoke solutions that tackle specific challenges and seize opportunities within various sectors. Notable Achievements: - Strategic Project Recovery: Engineered a turnaround strategy for a significantly delayed project, valued circa £1.2 billion, establishing new benchmarks and securing substantial profit - Digital Marketing and Sales Enhancement: Amplified sales by 30% through strategic digital marketing efforts and the launch of multilingual websites - Efficient Portfolio Management: Managed a £550 million portfolio of 375 projects, fostering efficiency and excellence - Operational Process Re-engineering: Successfully consolidated 36 processes into 18 more streamlined operations, implementing Monday.com and training a team of nearly 100, bolstering workflow and establishing a centralized PMO for one of Dubai's largest banks - Several successful self implementations of EOS - Consulted on numerous instances with regard to the establishment and growth of startups in various sectors - Saved a client $50k by using the contract to challenge an EOT claim and made a successful counterclaim - My process work hangs on the walls of Anglo-American as part of the Anglo Preferred Way (APW) initiative - Head hunted to salvage a multi billion dollar JV between a private entity and a parastatal. Implementing structure, processes, systems, hybrid methodologies, and an aggressive risk mitigation approach. The scheme, initially in six month delay, was delivered with 2 weeks float. With a progressive skill set that includes startup consulting, compliance, and digital transformation, I am primed to navigate and leverage market trends and regulatory landscapes to your advantage. My dedication to continuous improvement is underscored by my ongoing pursuits towards a PMP and an MBA in Strategic Consulting, complimented by a comprehensive suite of certifications and specialisms in system solutions, be it in the form of Monday.com, ClickUp, Trainual, as well as project and program management methodologies - often enough utilizing a hybrid in order to maximize efficiency. My commitment to understanding client needs and delivering tailor-made, systematic and impactful solutions, combined with a proactive, laterally orientated mindset, ensures that your business not only achieves but surpasses its strategic objectives.
    vsuc_fltilesrefresh_TrophyIcon Operations & Workflow
    Process Improvement
    Business Process Management
    Budget Management
    Project Management
    Program Management
    Project Management Office
    EOS
    Change Management
    Business Operations
    Organizational Design & Effectiveness
    Due Diligence
    Strategic Planning
    Market Research
    Business Consulting
    Management Consulting
  • $70 hourly
    I am a business automation strategist with international experience and MSc in Politics from the LSE University (the London School of Economics and Political Sciences). As a certified Monday.com Partner and an expert in 240 sales and operations tools (CRM, marketing automation, social media, analytics, email marketing), I have implemented business process optimisation and automation strategies for companies in Europe, the USA, the UK, Canada, Singapore, Hong Kong, the UAE, Saudi Arabia. 🌍 1. I am an expert in sales funnels, marketing automation as well as CRM integrations. I can create: - Sales funnel strategy - User-generated content strategy. - Recommend the best CRM for your sales funnel strategy - Create a team workflow and tasks based on your sales funnel and business goals - Implement sales funnel analytics - Integrate CRM in your sales funnel -Integrate email marketing automation with other channels (SMS, Whatsapp, social media, push notifications, ads retargeting) - Outline and implement B2B LinkedIn lead generation strategy - Digital marketing roadmap/strategy (social media strategy, PPC, referral traffic, influencers strategy, content strategy, email marketing strategy) Just some of the tools I work with: -Website building platforms: WordPress, Shopify, Squarespace -Email marketing automation: Convertkit, ActiveCampaign, Mailchimp, Getresponse, Klaviyo, Drip; -Landing Page Builders: Leadpages, Unbounce - CRM and marketing automation: Hubspot, Agile CRM, Ontraport, Infusionsoft, Close.io, Zoho, Nimble, Autopilot, ActiveCampaign, Pipedrive, ConvertKit, Klaviyo, Copper CRM. - Call tracking: Aircall, CallRail - Social media: Tailwind, manychat, socialpilot - Form building: Typeform, Gravity Forms, Leadformly, Jotform - Business analytics: Klipfolio, Google Analytics - Course building: Teachable, Thinkific, Kajabi. - Strategy and workflows planning tools: clickup.com, process.st, Asana, Wrike, Airfocus. I have created strategies and automation for niches: -Healthcare And Wellness -Events -Self-Development -Finance -Fintech -Crypto -Cannabis -Marketing -Business Development -Security -E-commerce -SaaS Companies -Personalized Services -Consulting 2. I develop Shopify, Wordpress and Squarespace websites and integrate marketing automation tools. 3. I develop Content Strategies that are aligned to Your buyer personas and marketing automation. • Inbound Marketing Strategy • Content Strategy • Thought Leadership Strategy • Interactive Content (quizzes, calculators, surveys, personality tests) 4. I help You plan and build online courses on Thinkific, Kajabi, Teachable or any other e-learning platform and integrate it with automation tools. I DO NOT OFFER: - Ads strategy and management - Team management services - Graphic design services - Hourly projects How do we start working together? Contact me for short 30 min consultation.
    vsuc_fltilesrefresh_TrophyIcon Operations & Workflow
    Process Optimization
    Zendesk
    Process Integration
    Automated Workflow
    Pipedrive
    Project Workflows
    Process Improvement
    Sales
    Customer Relationship Management
    CRM Automation
    ActiveCampaign
    HubSpot
    Marketing Automation
    Marketing Operations & Workflow
    Zapier
  • $150 hourly
    💎 Platinum HubSpot Solutions Partner 📚 HubSpot Accredited ⭐ Expert Vetted Top 1% HubSpot Consultant on Upwork 🏆 Certified HubSpot Admin "Colten has been great to work with. He's helped with everything from top line strategy to execution and a lot in between. He has had a big impact for us and built out very complex workflows in Hubspot that took a lot of effort. He's also always super responsive and even proactive about suggesting things that might help. Can't recommend him highly enough. I lucked out finding him. He is a huge asset to my org." Chas Gessner CEO & Founder of Vitality Rx Hi there, my name is Colten. I was born and raised in the Sierra Nevada Mountains and grew up around the tech industry of San Francisco. Making something out of nothing is my passion, and helping like-minded individuals build their passions is why I enjoy the work I do. With 7+ years of hands on Revenue Operations experience I'm a RevOps expert. I have a track record of growing online communities, building brand equity, boosting inbound conversions, increasing sales revenue, and retaining customers to become promoters of my client's brands. I’m obsessed with all things Digital and am always up-to-date with the ever evolving environment of RevOps. I help my clients get the most out of their HubSpot operations. Whether it's navigating the in's and out's of their account, creating lead magnets to capture an audience's attention, performing account audits, complex marketing automation, comprehensive lead scoring, sales and customer service hand offs, and even migrating whole companies to HubSpot. I can help you with all that and become your personal "go to person" within HubSpot. Personal HubSpot certificates acquired and counting: - HubSpot Email Marketing - HubSpot Inbound - HubSpot Reporting - HubSpot Marketing Software - HubSpot Inbound Sales - HubSpot Contextual Marketing - HubSpot Sales Software - HubSpot CMS for Marketers - HubSpot Frictionless Selling - HubSpot Digital Marketing - HubSpot Service Hub Software I look forward to hearing from you and getting your business on track with HubSpot. All the best, Colten R.
    vsuc_fltilesrefresh_TrophyIcon Operations & Workflow
    Marketing Operations & Workflow
    Sales Funnel
    CRM Automation
    Growth Strategy
    Sales Funnel Builder
    Sales Operations
    Digital Marketing
    HubSpot
    Campaign Management
    Email Marketing
    Email Automation
    Marketing Automation
  • $95 hourly
    ***Expert Vetted*** - HubSpot Certified Expert and Partner - Setup and onboard Marketing, Sales and Service Hub for a range of clients - Creative solutions on how to customize HubSpot to your organizations needs - Vast marketo, Salesforce.com, HubSpot, Dynamics, AgileCRM, Activecampaign, Engagebay and Streak experience -Manage HubSpot for clients -Digital Marketing, PPC, SEO, SEM, Amazon, Google, Bing, FB, etc. -Design and maintain websites for a range of clients -Qualtrics expert -Extensive online marketing knowledge working with enterprises (the likes of Deutsche Bank and BMW) and many SME's -Over 8 years of marketing experience
    vsuc_fltilesrefresh_TrophyIcon Operations & Workflow
    Customer Relationship Management
    B2B Marketing
    Lead Generation
    Sales Operations
    CRM Software
    SEO Setup & Configuration
    Implementation
    Email Marketing
    Search Engine Marketing
    Marketing Automation
    Marketing Operations & Workflow
    Campaign Management
    Marketing Campaign Setup & Implementation
    Zapier
    HubSpot
  • $55 hourly
    They call me Tech Genius, Funnel Nerd, Systems Strategist, Migration Ninja, Funnel Builder, Mother of Systems.. Okay the last one was totally made up :) My forte is helping create automations, funnels, and systems that help my clients get high conversions and run their businesses on autopilot. I work with digital product creators, coaches, course creators, service providers and legacy entrepreneurs like insurance businesses, real estate businesses, etc. Here's what they've said: ⭐️⭐️⭐️⭐️⭐️ "Belema is excellent to work with! She provides great direction and feedback where needed, is extremely timely and is a great addition to our team! I highly recommend working with her, particularly if you are looking for support with tech systems (we used lead pages, click funnels and our email and ad marketing) and marketing & sales initiatives. You will be as impressed as we were!" - Swati D. ⭐️⭐️⭐️⭐️⭐️ "Belema is the secret weapon you needed on your team, YESTERDAY! I've never worked with such a talented multi-disciplinary, professional in my life up until I met Belema. Without her spearheading the tech support/tech VA work, my agency would have fallen apart. She managed diverse projects across multiple clients, smashing deadlines & delivering high-quality work no matter what app/tool she dived into. Belema is a great communicator internally with our team & even better at hand-holding clients throughout our projects. If you're looking for support with building websites, funnels, course hosting, membership sites (the list goes on), you'll be in good hands with Belema on your side." - Paul T. ⭐️⭐️⭐️⭐️⭐️ "Belema has been terrific to work with for all of our tech frustrations and we are THRILLED to have found her. She helped me migrate my course, email list, sequences and sales funnels from Convertkit to Kartra and had helpful suggestions every step of the way. She's very thoughtful and always looking for a better way to do things. She also took out time to explain steps I was completely confused by and seamlessly integrated any platforms I requested - which is a huge relief to me and my team. I highly recommend her for any tech or digital marketing projects you may have. I will be using her for my other projects for sure!" - Jane H. My clients enjoy the peace of mind I bring from handling the tech and automations in their business. My work has helped create 6 and 7 figure business because it allows my clients scale with ease. PLUS my results are excellent because I can explain things clearly, communicate fast, work without supervision, and I'm always ahead of the game with better ways to uplevel. In the tech and marketing automation world, software is everything. Here are some I am familiar with: Kajabi Kartra Systeme.io Clickfunnels WordPress with AccessAlly Divi Memberpress LearnDash Podia (I'm a Podia Certified Pro) Thinkific Teachable NewZenler etc Besides tech and marketing automation, I'm also a systems expert. I help you create, streamline and migrate your systems from one platform to another. My CRM services involve setting up systems that allow you run your business on autopilot. I can help with: - setting up automations, workflows and triggers - segmentation of prospects, tagging and proper tracking - creating and setting up proper reports and analytics - integrating phone systems and SMS campaigns - building customized dashboards - calendar, scheduling and meeting setup - deals, pipelines and sales feature setup and integrations. . setting up various automations, workflows, triggers etc. Software I work with include: - Go High Level - Pipedrive - Salesmate - Hubspot - Dubsado - Honeybook - Plutio - and many more If you're ready to double your conversions, outsource your tech, and expand your business, send me a message. P.S If you're unsure about a particular software or task, feel free to send a message and I'll let you know if we're a good fit.
    vsuc_fltilesrefresh_TrophyIcon Operations & Workflow
    Business Process Automation
    Airtable
    ConvertKit
    Kajabi
    System Automation
    Sales Funnel
    Marketing Campaign Setup & Implementation
    CRM Automation
    ClickFunnels
    Marketing Automation Strategy
    Ontraport
    ActiveCampaign
    Marketing Automation
    Marketing Operations & Workflow
    Kartra
  • $70 hourly
    Are you looking for ways to maximise the output and revenue from your money, time, energy and marketing efforts? Systems are the lubricant of any business. Without them, putting in more time and energy causes more friction, heat & wear which causes things to slow down and eventually break. My goal is to help you understand and implement the sales systems, funnels, and marketing automations that will remove the friction and roadblocks in your business so you can operate and scale more smoothly, quickly, and effectively. If you need help with any of the following then I may be able to help. ✔️ Tying together sales, marketing, and data systems using no-code and low-code automation tools (such as Zapier & Make.com) to unify all your systems. ✔️ On-demand support for any of your CRM, sales systems, funnels, marketing automations and integrations issues. ✔️ Implement and configure analytics to gain oversight into all your cross campaign activities and user behaviour, and answer attribution questions to better understand where to allocate your ad spend. ✔️ Strategise & build new end-to-end sales & marketing systems with all associated funnels, landing pages, marketing automations and integrations to complement your existing efforts. ✔️ Understanding how new channels and technologies, such as ChatBots, can be used in conjunction with your existing marketing and as a part of a wider sales enablement strategy. ✔️ Conversion Rate Optimization for your existing website, funnels landing pages, eCommerce stores. ✔️ Optimization of marketing automations, workflow automations, and internal business processes.. I'm a Meyers-Briggs personality type INTJ-A "Assertive Architect" - Learn more at 16personalities.com/intj-strengths-and-weaknesses Over the last four years, I've built, managed and optimised end to end marketing and lead generation projects for clients in eCommerce, Coaching & Education, health & wellness, filmography, real estate sales and financial insurance services, and debt consolidation. Whether you're looking for someone to help an existing team, or take the reigns on a project and just deliver results so you can focus on other areas in your business, it's probably worth us having a chat. This ⭐Client Review⭐, which you will find in my "Testimonials" section below along with many others, describes what you can expect working with me. "If Carlsberg made digital marketing experts........ I have had the pleasure of working with John on a major fledgling project and his expertise is second to none. Going the extra mile and adding value at all stages helped us to exceed our expectations in terms of quality leads being generated through challenging campaigns. Not only that but John has a great personality that is well balanced with his professionalism and integrity." I look forward to discussing your particular needs and whether we'd be a good fit to work together. Talk soon. John ===================================================================== SKILLS: • Automations (Sales Automation, Marketing Automation, Business & Workflow Automations) • Chatbots • Cold Email • Conversation Rate Optimization (CRO) • Customer Relationship Management Systems (CRMs) • Digital, Web & Growth Analytics • Integrations (No-code & Low-code) • Landing Pages & Sales Funnels • Marketing Automation Strategy & Implementation • Marketing Attribution & Conversion Tracking • Sales & Marketing Performance Analysis • Workflow Operations and Automations SOFTWARE PROFICIENCIES (This is not an exhaustive list as I'm continually working with and learning new platforms. I come back to update this periodically.) • Active Campaign (ActiveCampaign) • Acuity Scheduling • Airtable • Agile CRM • Alchemer (Formerly Survey Gizmo) • Amplitude • Asana • BigQuery • Calendly • Chatfuel • Chatmatic • Clickfunnels • ClickUp • Close.io • Deadline Funnel • Funnelytics • GERU • GIMP • GoHighLevel • Google Ads • Google Analytics 3 (GA3 / GAU) • Google Analytics 4 (GA4) • Google Data Studio • Google Drive Suite (Google Doc, Google Forms, Google Sheets) • Google Sheets • Google Forms • Google Lighthouse • Google Optimize • Google Tag Manager (GTM) • Gravity Forms • Hotjar • Hubspot CRM • Jotform • Kajabi • Klaviyo • LeadByte • LeadsHook • Looker Studio (Formerly Google Data Studio) • LucidChart • Manychat • Mailchimp • Mailshake • Make.com (Formerly Integromat) • Marketplan • Miro • Mixpanel • Monday • OnceHub • Pipedrive • Proof • Quickmail • Replyify • Salesforce CRM • Salesforce LIghtning • Segment • Shopify • SmartReach • Slack • SamCart • StealthSeminar • Swipepages • Teachable • Thrive Architect • Typeform • Unbounce • Webflow • WebinarJam • WiserNotify • Woodpecker • Wordpress • Zapier • Zoho CRM (and Zoho One Suite) • Zoho Campaigns • Zoho Marketing Automation • Zoho Flow • Zoom If you have specific questions about other skills I may have that are not listed, or need specific requirements for a project please reach out to me and ask.
    vsuc_fltilesrefresh_TrophyIcon Operations & Workflow
    Zoho CRM
    Zapier
    Salesforce CRM
    Looker Studio
    Google Analytics
    Google Tag Manager
    Marketing Analytics
    Growth Analytics
    Data Visualization
    Data Analysis
    Dashboard
    Business Intelligence
    Customer Relationship Management
    CRM Software
    Automation
  • $100 hourly
    Project Manager certified as a monday.com Master with more than 10 years of experience 🏆 I am obsessed with helping teams optimize their workflows and increase efficiency using monday.com. If you're looking for someone who can turn your work management app from "meh" 🫤 to "heck yeah!" 🥳, I'm your gal. Say goodbye to managing work with post-its, spreadsheets, processes that exist only in your head, and hunting down updates. I'll take the time to get to know your company’s needs, goals and projects then work my magic to create a work management plan that's tailored just for you. 💫 Workflows, CRMs, templates and deadlines? No problem. I got you covered. 💪 My goals: to create valuable, efficient systems that make businesses run like a dream 🎯 I’ll build or overhaul your tech stack to make communication and operations as smooth as butter. 🧑‍💻 Here’s a taste of what I can offer: ⚡ Set up and customize workspaces and seamless workflows that will make your workdays feel like a walk in the park (instead of a marathon through quicksand) ⚡ Develop custom automation and integration solutions that will save you time and reduce human error (because let's be real, we all make mistakes) ⚡ Define and document processes that streamline operations and increase efficiency so everyone gets more time to do skilled work ⚡ Provide training and support to your team so they can use monday.com like pros (no more "uh, how do I do this again?" moments) ⚡ Ongoing support and consulting to help you squeeze every last drop of awesomeness out of your work management system ⚡Manage all the nitty-gritty details your creative projects on a regular basis making sure they run like clockwork, giving you the chance to work on the business instead of in it ⚡On-time and on-budget delivery, with regular updates Why is it hard to find someone like me? 🤯 There’s one thing that sets me apart: I’ve worn many hats in my career and understand how to use the right tools to most effectively meet your needs. The stuff I create vastly improves the way organizations operate. Here are some results you can expect in our work together using monday.com:: ✅ 50% increase in productivity ✅ 26% more time on skilled work ✅ 55-75% reduction in emails to coordinate work ✅ 41% reduction in conference calls ✅ 5x faster to act on inbound requests This is what I love to do. To help you find calm in the chaos. 🧘 I get a thrill out of solving tricky problems with my intuition, experience and a touch of creativity ✨ Tired of the same old work management routine? Let’s find a new way to work. 🚀
    vsuc_fltilesrefresh_TrophyIcon Operations & Workflow
    Training & Development
    CRM Automation
    Task Automation
    CRM Development
    Business Operations
    Project Management Software
    Business with 1-9 Employees
    Zapier
    Project Scheduling
    Make.com
    Project Workflows
    Project Management
    SaaS
    Process Improvement
    Digital Project Management
  • $55 hourly
    🚀 Hello, I'm Chelsea, a certified project management professional and dedicated partner with Monday.com. With over 10 years of experience in project management, and high level operations, I bring a comprehensive approach to streamlining business operations and training teams to collaborate better. Here's how I can help optimize your workflows: 🔹 Workflow Consultation and Implementation: Understanding and evaluating your business needs. Consultation and workflow proposal tailored to your specific requirements. Setting up Monday.com, including email, automations, integrations, and workflow pipelines. Testing and importing data to ensure a smooth transition. Providing comprehensive usage training for your team to maximize productivity. Additional perks include a customized guidebook for ongoing support and email templates for employees and customers. 🔹 Customized API Integrations: Do you have existing software that you and your team use and want to integrate it with Monday.com or Asana? I can create customized API integrations to seamlessly connect your tools, allowing for streamlined communication and data sharing across platforms. 🔹 Personalized Video Updates, SOP Creation, and Training: Regular video updates via Loom to keep you informed about project progress and updates. Creation of Standard Operating Procedures (SOPs) for streamlined processes and efficient operations. Training sessions for your team members to ensure smooth implementation and usage of new workflows. 🏆 Clients I've Helped: Real Estate Agencies/investors Marketing Agencies HR Departments Sales Teams E-commerce Businesses Technology Startups Nonprofit Organizations Construction Companies Healthcare Providers Hospitality Industry Educational Institutions Franchise Businesses 📣 Certified Monday.com consultant and project manager 📣 Proven systems to improve business efficiency 📣 Certified Monday Core Builder ✅ Certified Monday CRM consultant ✅Certified Asana Expert ✅Certified HubSpot Expert ✅Certified Clickup Expert I specialize in assisting businesses in constructing and refining workflows, enhancing efficiency, and productivity. My passion lies in guiding teams to streamline their operations and boost productivity through the use of Monday.com or similar platforms. By replacing manual and tedious processes with automation, I have successfully optimized numerous workflows for clients, resulting in significant time savings and improved efficiency. ✔️ Certified expert & consultant ✔️ Top-tier communication ✔️ Proven Results: Demonstrated success for tangible outcomes ✔️ Adaptive strategies to optimize efficiency 🏆 A glimpse into a recent client review: describing the exceptional quality and unmatched value you will get from working with me: "Chelsea was fantastic to work with, very knowledgeable and thorough with her reporting and communication. From the very beginning we knew this would be a great partnership and it was. She had the answers to most of our questions and if she didn't, she would follow up and provide the answer. We were asking for some unique solutions to issues we were having with Monday.com and Chelsea was able to solve every problem that could be addressed using Monday. We have since moved on from Monday.com, however if we have another project that needs her skill set, she will be our first phone call!". 🌟 ✉️ Ready to optimize your workflows and drive efficiency? Feel free to contact me. I'm excited to discuss how we can enhance your business processes using Monday.com and other platforms.
    vsuc_fltilesrefresh_TrophyIcon Operations & Workflow
    Copywriting
    Copyright
    Communication Strategy
    Marketing Operations & Workflow
    Project Planning
    Business Operations
    Project Report
    Leadership Skills
    CRM Automation
    Project Budget
    Automated Workflow
    Strategic Plan
    Project Insight
    Asana
    Agile Project Management
  • $30 hourly
    If you're looking for a Manager capable of leading the work of a team, achieving goals and meeting success criteria at a specified time, and dealing with all challenges effectively, you're in the right place! *5 years of experience in Project/ Operational Management (E-commerce, Digital Marketing, Tourism & Hospitality) Analysis and management through performance measurement, budgeting, planning, and task organization as well as monitoring the progress of the team through constant motivation. ***Monday.com Specialist*** As an economist (MBA) I was working 5 years in Sales Management leading a sales team as a Sales Coordinator in a Pharmaceutical Company. When started working remotely with a one-year engagement at the Large Global Customer Support Team improved my experience in HR, recruiting, measuring the productivity through the KPI of CSRs, scheduling, and helping with managing the full Customer Support Department of more than 100 CSRs. Nowadays my engagement is related to Operations and Project Management Every day is a new challenge and a new opportunity for upgrading skills and reaching new goals!
    vsuc_fltilesrefresh_TrophyIcon Operations & Workflow
    Customer Support
    Pharmaceuticals
    Project Management
    Hospitality & Tourism
    Ecommerce Management Consultation
    HR Policy
    Customer Service Training
    Marketing Operations & Workflow
    Business Development
    Digital Project Management
    Human Resource Management
    Sales & Marketing
  • $50 hourly
    Well hello there! My name is Victoria and I am a multi-skilled, tech-savvy operations ninja with a very keen interest in CRM and systems setup and workflow automation. Are you tired of tired of all the manual tasks it takes you and your team to bring your work to life? I understand that as a service provider, there's a lot that goes into providing high-quality service to your clients without having to worry about the back-end stuff like email automation, funnel creation, website integrations and connecting systems. I'm here to work behind the scenes and help you save time and cost by helping you customize your workflow and automating your business processes while you focus on running it like a superstar! My expertise ranges from: - MailChimp - ConvertKit - Zapier - Make/Integromat - Wordpress - Webinarjam - Clickfunnels - Jotforms - SamCart - Stripe - Airtable - Slack - Google Suite - Calendly - Acuity - Asana - Teamwork - Dubsado *More websites, platforms and software to come! When it comes to systems an CRMs, I do it all, consultations, strategy, setup, migrations, automation and finally, I can help train you and your team in how best to leverage the new systems in place. - CRM Automation - Lead flow management - CRM data migration - Sales operations support - Training Here's a list of CRMs I have proven experience in; - HubSpot - Salesforce - Close.io - Active Campaign - Ontraport - Keep - Pipedrive - Zoho My other area of expertise is in course creation. I've helped build out a number of online courses in the past couple of years. I even have experience working closely with a learning and development expert so I have familiarized myself with instructional design and can offer you some helpful tips on learner engagement. The platforms I've worked on in the past include; - Kajabi - Thinkific - Teachable *The list is ever-growing! Why choose me, you ask? I believe in always giving a 100%, every single time! I give the same level of commitment I would my own business. I wouldn't claim to be a know-it-all, I prefer 'learn-it-all' because I'm always learning and testing new platforms and systems on and off the job and finding new ways to help my client (you) stay up to date with the best practices for your business. I believe in maintaining a growth mindset. My approach to work is very innovative, personable and interactive. I care about what you want and I work hard to deliver what you need. My goal is to take as much off your plate as you would allow so you can put your much-needed focus on the more important aspects of your business. I am professional, efficient, very enthusiastic, versatile, extremely eager to learn and ready to give you your money's worth. I'm always open to starting a conversation with you. You know how to reach me.
    vsuc_fltilesrefresh_TrophyIcon Operations & Workflow
    Airtable
    Automation
    Google Workspace
    Teachable
    Zapier
    Email Marketing
    Marketing Automation
    ClickFunnels
    Marketing Operations & Workflow
    Kajabi
  • $150 hourly
    "Josh is an outstanding leader with a wealth of knowledge on HubSpot. His ability to simplify complex processes has improved our marketing and sales operations immensely. Josh is the best at what he does and I highly recommend his services." - Christine C, VP of Marketing at SaaS "Josh's work had a significant impact on our team. He was instrumental in getting HubSpot integrated into every aspect of our business. Under his guidance we saw huge improvements to our lead management and sales workflow. Josh was always available to answer questions and had the patience to explain processes that were new to us." - Natalie M, Director of Marketing WHEN aligned correctly for your business, HubSpot's powerful tools can create a transformative experience not only for your customers but for your team too. However, implementing and maintaining a modern tech stack that includes HubSpot can be overwhelming! There are integrations with other business critical systems, ensuring teams have access to the accurate data they need and risks in hiring the right person to help manage it all. That's where I come in! For over 10 years, I've made it my mission to help B2B technology companies unlock the full potential of HubSpot. You'll get the strategy, operations and analytics you need to deliver empowered and optimized teams, without breaking your budget. Whether it's optimizing marketing automation in Marketing Hub, implementing sales tools & processes in Sales Hub to shorten your sales cycle and keep your sales team's calendars full or helping to align your data so you finally can have accurate reporting dashboards, I can help ensure your sales and marketing teams are setup for success. Are you ready to make a strategic investment in your business growth? Send me a message to connect or request a consultation and let's have a chat. Examples of projects I've helped clients with: - Monitor, maintain, and enhance data quality within the HubSpot CRM - Help create scalable processes that facilitate best practices in lead acquisition and management - Define and automate lifecycle stages & lead statuses - Define and implement lead scoring processes - Build out a custom lead and deal source tracking process - Leveraged Custom Objects to track bottom of the funnel meaningful events - Evaluate new technologies to optimize marketing, sales team, and customer success performance Specialties: marketing operations, revenue operations, marketing automation software, HubSpot, growth stack, sales and marketing, HubSpot consulting, HubSpot help
    vsuc_fltilesrefresh_TrophyIcon Operations & Workflow
    Analytics
    Sales Operations
    HubSpot
    B2B Marketing
    Marketing Automation Audit
    Marketing Automation Strategy
    Customer Relationship Management
    Marketing Operations & Workflow
    Business Operations
    CRM Software
    Marketing Automation
    Marketing Campaign Setup & Implementation
  • $30 hourly
    🚀 Maximize HubSpot's potential with a certified specialist and growth marketer with 10+ years of experience in setting up HubSpot CRM customized to business objectives, maintaining them, and providing onboarding and training for marketing, sales and services teams to use the platform efficiently 🌟 I've helped over 350+ happy clients in industries like SaaS, real estate, and eCommerce. Let's make HubSpot work wonders for you too! 🔍✨ Here's what I do: 1️⃣ Understand your business goals to create a customized HubSpot plan that fits just right. 📈 2️⃣ Bringing HubSpot setup, your processes, marketing frameworks, and CRM to life - I will then set up any custom properties/processes and marketing collaterals required to make sure that your campaign reflects correct results so that you can optimize further 🎨📊 This includes: a) Workflows 🔄 - all kinds of automation - your marketing campaigns, processes for lead attribution, assignment, feedback, retention, etc. b) Reports and Dashboard 📊 c) Marketing collaterals 📧🖥️ - emails, ads, landing pages d) Processes 🔄 - between multiple teams (for example, how sales, marketing, and service teams have visibility between each other and how the assignment process will help) e) CMS 🖥️ - We'll own your CMS setup that will include - website integration / new website, blog, landing pages, emails, ads, and anything else that you'd require 3️⃣ Teach your team how to use HubSpot effectively, making sure everyone's on the same page. 👥 4️⃣ Use smart automations to save time and make sure things run smoothly. ⚙️🔧 5️⃣ I will provide you ongoing support till the time needed and make sure everything works fine and our turnaround time is quick. 🤝💡 As a part of the setup, here's what all I can help you with: 🚀Onboarding & Training 🚀Marketing & Sales Setup 🚀Building Automation 🚀Setting up workflows and pipelines etc. 🚀Marketing modules (LPs, emails, blog, etc.) HubSpot CMS and HubDB In case you're a free/starter HubSpot user - I can help you with multiple third-party tools integrations that include - 🌟Zapier 🌟Mailchimp 🌟Constant Contact 🌟NeverBounce 🌟Salesforce 🌟Pardot 🌟Zoho Looking forward to working with you! 🚀🌟
    vsuc_fltilesrefresh_TrophyIcon Operations & Workflow
    Marketing Automation Software
    Salesforce
    CRM Software
    Email Marketing Strategy
    Email Marketing
    Dashboard
    Customer Relationship Management
    Marketing Automation
    Email Automation
    HubSpot
    Marketing Automation Strategy
    Marketing Automation Audit
    CRM Automation
    Marketing Operations & Workflow
    Zapier
  • $75 hourly
    Client Testimonials: ✍️"Abid is the best. Extensive knowledge, works alongside you all the way (thinks like a business owner), never gives up on a problem. This initial project is done, so ending the contract. We'll use Abid again. ✍️"Abid was a great resource for us. He was positive, flexible, and available. He immediately become a part of the team and we felt that he really cared about our business and not just the work." ✍️ "I had the pleasure of working with Abid on a project, and I couldn't be more impressed with his expertise and professionalism. Abid demonstrated exceptional proficiency in both HubSpot and Klaviyo for e-commerce businesses. With expert-level knowledge, he provided invaluable recommendations that helped us streamline and optimize our two e-commerce stores effectively. Abid brought his expertise and a high level of professionalism to the project. His dedication and commitment to delivering results were evident at every stage." ✍️ "Abid has evolved into a partner. I trust him and lean on him for decisions and ideas. He is technically competent, yes, but much more. Abid has a broad experience base and a strong ethical and interpersonal skill foundation. Don't hesitate to hire him: Abid and his team produce!" ✍️ "I enjoyed working with Abid. His communication was top-notch, he met all deadlines, and his skills were reasonably strong. Very Trusted person and he gives more than what you expect. Most of the time he directed me to better option. He carries high quality of ideas and strategies for his clients" A little bit about myself: I am a certified HubSpot Expert who loves to help clients navigate all the intracies within HubSpot. I hold 20 HubSpot certifications that includes sales, email marketing, audits, revenue operations and marketing. I have worked with over 100 + companies dealing with CRM databases that are over 100,000 contacts, 500 workflows, and 50 integrations. I know all the little HubSpot issues that most companies face on a daily basis. I would love to hop on a call and discuss your needs further.
    vsuc_fltilesrefresh_TrophyIcon Operations & Workflow
    CRM Automation
    B2B Marketing
    Sales Funnel
    Lead Management Automation
    Marketing Management
    Sales Management
    Digital Marketing
    Lead Generation
    Email Copywriting
    Marketing Automation
    Email Marketing
    HubSpot
  • $120 hourly
    PROFILE A marketing and branding strategist with an outstanding track record in the design and management of comprehensive demand generation programs that link original product and service vision to success in their marketplace. A participant in industry conferences, seminars and webinars to deliver insight and depth of experience in the video, IoT, SaaS, security, and specialist design services domains. Marries branding, design, campaign management and data driven program optimization with a strong technology and tools background to drive effective competitive positioning. HIGHLIGHTED SKILLS - Devising product and service market growth strategies using the fullest range of marketing techniques. - Refining brand platforms and value propositions to help create effective messaging. - Creative use of multiple channels for effective messaging to target market segments. - Design and of martech infrastructure to support effective campaign execution and tracking of marketing KPIs. - Configuration and management of marketing automation/CRM tools such as Hubspot and Salesforce. - Content development and editorial management for a full range of emails, blogs, web pages, white papers, presentations and company collateral. - Expertise with company cultural development through internal communications and engagement. PROJECTS - Full online marketing and campaign management for leading SaaS vendor in the smart buildings space. - Marketing strategy and content development for innovative IoT product offering. - Marketing and branding strategy for SaaS video security venture. - White paper and blog development for major cloud services platform. - Hubspot and Salesforce campaign automation and reporting. LINKEDIN Profile under srchristian, HTM Solutions lists additional previous work history and project examples.
    vsuc_fltilesrefresh_TrophyIcon Operations & Workflow
    B2B Marketing
    Digital Marketing
    Business Plan
    Digital Video
    AWS IoT Device Management
    Market Segmentation Research
    Competitive Analysis
    Marketing Strategy
    HubSpot
    Product Marketing
    Market Analysis
    Marketing Automation
    Marketing Management
  • $167 hourly
    I specialize in HubSpot, Infsionsoft/Keap, ActiveCampaign, Pulse, Pipedrive, and other CRM implementation, automation setup, email marketing campaigns, sales pipelines, integrating third-party apps via Zapier, and standard operating procedure documentation for your account. If you're looking for ways to scale your business, implement real-time reporting, streamline your business processes, or maximize your efficiency - Please reach out; I would be happy to help. I have a strong background in CRM build-outs and marketing automation workflows with scalability in mind. I've helped many startups get their CRM, business automation, and email marketing campaigns set up from ground zero or do an audit of existing systems. I've also worked with large corporations, serving as an extension to their team. I also have a profound understanding of digital marketing strategies, everything from SEO to paid advertising. I've helped many companies scale using Facebook Ads, SEO, and other strategies. Here are a few results I've helped clients achieve over the years: • Saved a company over $15,000 per month in advertising costs by implementing real-time reporting and exposing a leak in one of their marketing channels. As a result, we could reallocate this money to a different advertising strategy performing better and over-tripling their ROI. • Scaled a company from $0 to $350 million in just three years. • Increased sales conversion rates by 700% for a company by implementing sales and marketing automation processes and optimizing their sales pipeline • Grew organic traffic using SEO strategies for local and international websites and increased their inbound leads substantially • Increased conversion rates from quote to invoice by 32% by implementing proven strategies to make quotes/proposals and the follow-up process stand out from the competition. • Helped businesses save 5 hours per week per employee by automating routine tasks. Reach out if you are looking for: • Assistance setting up or updating your current CRM system with processes that will improve efficiency in your company • Build-out marketing and workflow automation flows that can improve your marketing, sales, and administrative processes • Setup real-time reporting to avoid wasting money on advertising and other marketing strategies • Strategies to close more sales from the quotes/proposals you are sending out • Save time on routine tasks so that you can focus your energy on more critical areas of your business • Implement efficient processes to track and manage your leads and customers • Create follow up and nurture campaigns for leads and customers to drive more revenue • Review your current processes and offer guidance on ways to improve them Over the past 15 years, I've helped many companies with their digital marketing strategies and built a solid foundation that supports the hyper-growth that comes with these strategies. Are you ready to set your company up for success? If so, reach out today, and we can schedule a quick call to discuss things.
    vsuc_fltilesrefresh_TrophyIcon Operations & Workflow
    PipelineDeals
    Email Campaign Setup
    Internet Marketing
    Email Marketing
    Business Process Automation
    Pipedrive
    Keap Marketing
    Email Marketing Strategy
    CRM Software
    HubSpot
    ActiveCampaign
    Zapier
    Marketing Automation Strategy
    Keap
    Marketing Automation
  • $55 hourly
    My clients verbatim "Ilesha's professionalism, warmth, and problem-solving competence makes her a strong candidate for anyone seeking her skills." "Ilesha is a lovely human who was always a pleasure to work with. She was consistent and efficient. She was good at finding potential issues and coming up with solutions. Her work was conscientious and thorough. I cannot recommend her highly enough!!" Hire me, who will be equally committed to your success as you are! Hey, my name is Ilesha, and I am an Online Business Manager, supporting business owners towards reaching their goals and scaling-up their businesses, with Tech, Operations, Administration, and Project Management. I am a self-motivated individual who has been consistently delivering process enhancements with exponentially growing efficiency. With over 7+ years of experience and 50+ projects completed I’m a Top Rated Plus representing the top 3% of performers on Upwork. Here is why: Just think of me as your in-house COO (Chief Operations Officer) or even your second BRAIN! I assist you in digitally organizing your business by building a solid foundation that operates efficiently and effectively for sustainable growth. My skills include supporting the CEO and building robust systems and processes for your online business operations, coordination of projects from conception to completion, giving you more time to do what you love doing at your business. What sets me apart? The sea of 3 Cs- calm, curious, and confident. I am someone who is resourceful and intuitively knows when to try to “figure things out” on your own and also when to ask for help. I’m adept at collaborating with cross-functional teams and building trusted relationships with clients and stakeholders. I possess written/verbal communication, engagement, and problem-solving skills with strong knowledge of various cultures/regional standards. As a result, I have been delivering enhanced project efficiency, on time and within budgets. It's fun to solve problems and shape businesses. The more complex the challenge, the higher the motivation to overcome it. Some more testimonials: “It was a privilege spending precious hours learning from her precise intellect and awareness of what 'works' in reality!” - Spiritual Teacher “I could completely trust her to represent our company professionally with our clients and make sure what needed to get done, got done." - CEO, Government Contract Consulting Firm “Hiring Ilesha is a no-brainer.” - Online Speaker and Crypto Expert “She is the ultimate professional and has wide range of skillsets that can lend a hand to various problem-solving exercises.” - CEO, Advertising Agency Here's how I can support you: -- Fractional COO / Integrator: partnering with you to keep your entire company on track. Becoming the ying to your yang - keeping you focused on the business goals that will help you truly scale up. -- Project management: Naturally wired for processes, procedures, and project planning. My superpower is my ability to work with people in order to make sure that everything gets done well and on time. -- Online Business Manager: Managing the day-to-day operations and handling multiple projects at the same time while knowing which ones to prioritize first. Creating workable SOPs and checklists that keep a virtual team running efficiently. I enjoy creating bespoke solutions that fit your business model. I invite you to have a Coffee Chat and use my experience and knowledge to build a specialised solution for your business.
    vsuc_fltilesrefresh_TrophyIcon Operations & Workflow
    Recruiting
    Staff Recruitment & Management
    Business Operations
    Marketing Operations & Workflow
    Leadership Skills
    People Management
    Team Alignment
    Project Management Professional
    Agile Project Management
    Digital Project Management
    Project Plans
    Team Management
    Project Timelines
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