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  • $200 hourly
    • 5.0/5
    • (30 jobs)
    🥈 Certified Make.com Silver Partner 🥈 Thousands of hours and 1000+ automations built, managed, or optimized using Make.com or n8n across 100+ clients. We specialize in Make.com and n8n.io to build workflow automations and AI systems. Current Pricing🏷️: Initial projects: $3000 minimum With a combined experience of 35+ years working in across roles, including a combined 25+ years as small business owners, we know exactly what it means to work hard for your dollars. We've helped business doing $100k/yr all the way up to enterprise clients and we handle your business in the same way we treat our own by including you as an internal stakeholder. We take you from start to finish with: tech consultation to 1st iterations deployments to v2 improvements and beyond Our goal is to optimize your systems so you can relax knowing full well your operations are running smoothly. What you'll get with us: Help in the "Mastermind" process to create solutions that your employees and customers will find less complex and more enjoyable Automated systems that allow you to focus on the important tasks Integrated tech stacks to create more efficient workflows Automated multi-step and complex workflows Honesty around what should be an AI agent vs automated AI workflow (suprise! most should be an automated workflow) Training for your staff in n8n or Make.com (optional) Well documented processes so you can offboard with us anytime We've built automated systems with numerous platforms including: Bland.ai Keap Gravity Forms Wordpress Google Sheets Airtable Monday Clickup Teamwork PDF.co OpenAI/Anthropic/Azure/Gemini Supabase Metabase JustCall Five9 Private API's
    Featured Skill Operations & Workflow
    Make.com
    WordPress e-Commerce
    CRM Automation
    Operational Planning
    Automation
    Zapier
    Marketing
    Marketing Operations & Workflow
    Business Operations
    WordPress Website
    WordPress Development
    WordPress
    API
    Gravity Forms
  • $450 hourly
    • 5.0/5
    • (3 jobs)
    ＵＮＬＯＣＫ ＴＨＥ ＦＵＬＬ ＰＯＴＥＮＴＩＡＬ ＯＦ ＥＭＡＩＬ Hello! I'm Spencer, a seasoned expert in Email Deliverability and Marketing Strategy. With extensive experience over 15 years, I have built email operations teams and scaled delivery across consumer brands totaling 1.5 billion emails every month. I am dedicated to solving your immediate email challenges and creating comprehensive solutions tailored to your long term business needs. 𝗖𝗔𝗠𝗣𝗔𝗜𝗚𝗡 𝗦𝗧𝗥𝗔𝗧𝗘𝗚𝗬 Crafting a successful email campaign involves more than just sending emails; it requires a well-thought-out strategy that aligns with your business goals and resonates with your audience. Here's how I can help you achieve that: ‣ Email Campaign Development ‣ Audience Segmentation & Personalization ‣ Optimizing Open & Click-Through Rates ‣ Frequency & Cadence Planning ‣ A/B Testing 𝗘𝗠𝗔𝗜𝗟 𝗗𝗘𝗟𝗜𝗩𝗘𝗥𝗔𝗕𝗜𝗟𝗜𝗧𝗬 & 𝗥𝗘𝗣𝗨𝗧𝗔𝗧𝗜𝗢𝗡 𝗠𝗔𝗡𝗔𝗚𝗘𝗠𝗘𝗡𝗧 Ensuring your emails reach your audience's inbox is crucial for the success of your email marketing efforts. I offer comprehensive strategies to enhance email deliverability and maintain a strong sender reputation. Here's how I can help: ‣ IP Warming & Segmentation Techniques ‣ Managing IP & Domain Reputation ‣ Best Practices Integration ‣ Warmup & Scaling Protocols ‣ Migration Protocols ‣ Managing Blacklists & Anti-Spam Listings ‣ Deliverability Remediation 𝗔𝗨𝗧𝗛𝗘𝗡𝗧𝗜𝗖𝗔𝗧𝗜𝗢𝗡 & 𝗦𝗬𝗦𝗧𝗘𝗠 𝗔𝗗𝗠𝗜𝗡𝗜𝗦𝗧𝗥𝗔𝗧𝗜𝗢𝗡 A strong technical foundation is essential for ensuring that your emails reach their intended recipients and enhance trust and visibility in the inbox. I offer comprehensive services to set up and manage email authentication protocols and system administration to achieve robust email deliverability. Here’s how I can help: ‣ Domain & DNS Records Configuration ‣ SPF, DKIM, and DMARC Setup ‣ BIMI Integration ‣ Google Workspace Administration 𝗟𝗜𝗦𝗧 𝗠𝗔𝗡𝗔𝗚𝗘𝗠𝗘𝗡𝗧 Maintaining a healthy email list is critical for the success of your email marketing campaigns. Proper list management ensures high deliverability, engagement, and a strong sender reputation. Here’s how I can help: ‣ List Hygiene ‣ Managing Bounce Messages & DSNs ‣ Data Enrichment 𝗩𝗘𝗡𝗗𝗢𝗥 𝗠𝗔𝗡𝗔𝗚𝗘𝗠𝗘𝗡𝗧 & 𝗧𝗘𝗖𝗛 𝗦𝗧𝗔𝗖𝗞 Choosing and managing the right tools and vendors is essential for a smooth, efficient, and scalable email marketing operation. I offer expertise in selecting, managing, and optimizing your tech stack to ensure you get the most out of your email marketing spend. Here’s how I can help: ‣ Vendor Selection & Management ‣ Marketing Automation & Integrations ‣ Cost Control & Contract Negotiation ‣ Right-Sizing Services 𝗕𝗢𝗡𝗨𝗦 In addition to my primary services, I bring a set of specialized skills that can further enhance your email marketing efforts and overall business strategy. Here’s how my bonus skills can benefit your organization: ‣ Monetizing Subscriber Data ‣ Compliance with Marketing & Consumer Privacy Laws ＷＨＹ ＭＥ？ ⦿ 𝗣𝗔𝗦𝗦𝗜𝗢𝗡 𝗙𝗢𝗥 𝗘𝗠𝗔𝗜𝗟 I believe email is the most powerful communications channel available today. It’s the frontline for owning customer relationships and driving engagement. My passion for email marketing fuels my commitment to help you harness its full potential. ⦿ 𝗣𝗥𝗢𝗩𝗘𝗡 𝗘𝗫𝗣𝗘𝗥𝗧𝗜𝗦𝗘 With over 15 years of experience in email deliverability, marketing strategy, and privacy compliance, I bring a wealth of knowledge and insights to your projects. My extensive background enables me to address and solve complex email challenges, ensuring your campaigns are effective and compliant with all relevant regulations. ⦿ 𝗦𝗖𝗔𝗟𝗜𝗡𝗚 𝗦𝗨𝗖𝗖𝗘𝗦𝗦 I have a proven track record of building email operations teams and scaling delivery for major consumer brands to a staggering 1.5 billion emails per month. My experience in handling high-volume email operations ensures that your email strategy can scale efficiently alongside your growing business needs. ⦿ 𝗩𝗘𝗥𝗦𝗔𝗧𝗜𝗟𝗘 𝗦𝗞𝗜𝗟𝗟𝗦𝗘𝗧 My expertise spans strategic planning, crisis management, and process improvements, with a particular focus on small-to-mid market organizations and nonprofits. I am adept at tailoring solutions to meet the unique needs of different industries, ensuring that your email marketing strategy is both effective and adaptable. ⦿ 𝗧𝗘𝗖𝗛-𝗦𝗔𝗩𝗩𝗬 I bring a deep understanding of managing in-house software platform development, product counseling, and engineering team coordination. My technical acumen allows me to seamlessly integrate and optimize your email marketing tech stack, ensuring a streamlined operation that enhances your campaigns’ performance. If you're looking for someone fully equipped to transform your email strategy into a powerful tool for customer engagement and business growth, please reach out. Together, we can elevate your email marketing efforts and achieve unparalleled results!
    Featured Skill Operations & Workflow
    Legal Agreement
    Privacy Law
    Contract Negotiation
    Contract Law
    Strategic Planning
    Email Marketing Consultation
    Email Deliverability
    Recruiting
    Human Resources
    Marketing Operations & Workflow
    Strategy
    Marketing
    Email Automation
    Email Marketing
    Email Marketing Strategy
  • $110 hourly
    • 5.0/5
    • (34 jobs)
    I'm a Zapier, Airtable, ClickUp and Kit (ConvertKit) expert specializing in startup operations, business automation, and online communities. Full Tech Stack: • Automation: Zapier, Make.com, TaskMagic, Airtable • Collaboration: Notion, Asana, Clickup • Community: Circle.so, Slack, Discord, WhatsApp, MightyNetworks, Facebook • Workflow Visualization: Miro, Whimsical, Lucidchart • Data Visualization: Airtable Interfaces, Jet Admin • Survey: Typeform, Tally, SurveyMonkey, Jotform, Fillout • Email/CRM: Kit (Convertkit), Klaviyo, Salesforce Marketing Cloud, HubSpot, Copper, MailerLite, Active Campaign, Mailchimp, Bloomerang • Microsoft: Word, Excel, Powerpoint, Forms, OneDrive, Teams • Google: Docs, Sheets, Slides, Drive, Meet • Atlassian: Jira, Confluence, Trello • LMS/Education: Kajabi, Podia, Teachable, Thinkific • AI: ChatGPT, Copy.ai, Zapier Chatbots • Customer Service: Intercom, Zendesk, Salesforce Service Cloud • Payments: Stripe, Chargebee, Classy, Square • Web: Webflow, Squarespace • Events: Lu.ma, RingCentral, Calendly, Zoom
    Featured Skill Operations & Workflow
    CRM Automation
    Stripe
    Asana
    Slack
    Make.com
    Squarespace
    Typeform
    Marketing Operations & Workflow
    Microsoft Excel
    Google Sheets
    Community Strategy
    Zapier
    ConvertKit
    Notion
    Airtable
  • $225 hourly
    • 5.0/5
    • (52 jobs)
    ⭐ 5-Star Reviews / 🤑 $200k+ Earned on Upwork 🤑 / 🎉 100% Job Success Score 🎉 🌐 🌐 OpsDesigned.com 🌐 🌐 Want a FREE 30-day Pipedrive Trial and FREE 1-hour working session? Sign up for a Pipedrive using this link: bit.ly/pdopsdesigned By using that link you’ll get: - a 30-day Pipedrive extended trial - a FREE 1-hour training session (once we see your sign up, we'll reach out to schedule) Questions? Email us at contact@opsdesigned.com -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- I've been helping businesses implement Pipedrive since 2017, I'm a certified Pipedrive Partner, and Zapier Expert. Specialties: ✅ Pipedrive Setup and Optimization 🚀 Sales Process Design and Automation 📈 Sales Team Training and Process Documentation ⚡ Pipedrive Working Session ⚡ Just need to jumpstart your Pipedrive setup or refresh a Pipedrive Account that's been cobbled together over time? In a Working Session we can: ▶ Optimize your data structures including Pipelines and Stage ▶ Configure custom detail fields for Organizations, People, and Deals (and ensure they're optimized for reporting) ▶ Explore the basics of Zapier integrations and Pipedrive's Workflow Automation including a very common problem new users encounter ▶ Review your Email Settings and explain why they may or may not be best for your organization ▶ Discuss Deal Rot, Forecasting, Expected Close Dates, Activity Optimizations... and more. The possibilities are endless and customized for you. ✅ ✅ If you're ready to get Pipedrive working FOR you, let's chat. I can help! ✅ ✅ ⚡ Sales Process Mapping and Implementation ⚡ ▶ We've configured Pipedrive for dozens of Sales and Operations use cases using Zapier for integrations ▶ Built custom integrations with: Asana, Calendly, Excel, Gravity Forms, G-Suite, HouseCall Pro, JotForm, JustCall, Mailchimp, MailParser, PandaDoc, Pipedrive, SendGrid, ServiceTitan, Surfe, Squarespace, Textline, TextMagic, Trello, Quickbooks, and more 🔥 Mapping & Implementation Process 🔥 👉 We start with Sales Process Mapping to document where process improvement and automation can streamline operations 👉 Then, we Implement! This includes: ▶ Configuring tools like Pipedrive, PandaDoc, Quickbooks, and more ▶ Sales Team and Management Training ▶ Building Automations and Integrations ▶ Creating your Sales Process Handbook
    Featured Skill Operations & Workflow
    Process Design
    Process Improvement
    Marketing Operations & Workflow
    Business Operations
    Recruiting
    Sales Operations
    Business Process Automation
    CRM Automation
    Automation
    API
    Application Integration
    Automated Workflow
    Google Sheets Automation
    Google Calendar API
    Jotform
    PandaDoc
    Zapier
    Pipedrive
  • $80 hourly
    • 5.0/5
    • (80 jobs)
    I am a multifaceted professional combining the roles of a Strategic Productivity Partner, Operations Manager, and Cybersecurity Project Manager. My expertise lies in equipping entrepreneurs, freelancers, and businesses with innovative productivity tools, habits, and processes, enabling them to control their time effectively, increase earnings, and work smarter. 🔹As a Strategic Productivity Partner (SPP), I stand as your resource ninja and accountability ally. I specialize in balancing multiple projects and tasks, ensuring efficient productivity management and accountability. My role involves creating streamlined workflows, setting realistic priorities, and reducing delays, which has been demonstrated in various clients. 🔹In my capacity as an Operations Manager, I excel in building and monitoring remote international operations and customer service teams. My skills in recruiting international freelancers, implementing project management tools like @monday.com, and establishing effective communication processes have consistently led to reduced turnaround times and enhanced task completion accuracy and quantity. As your Operations Manager, I focus on continually improving systems and automated processes to boost your team's productivity. 🔹As a Cybersecurity Project Manager and Operations Manager, I bring an integrated approach to managing and optimizing cybersecurity projects, operations and recruiting. This role demands strategic planning, stakeholder engagement, and meticulous attention to detail. A highlight of my experience in this domain is leading a team to achieve SOC2 compliance within a remarkable timeframe of just 6 months, showcasing my proficiency in navigating complex compliance requirements and enhancing project execution in cybersecurity. 🔹 I am now officially an Authorized Partner of @monday.com! EXAMPLES OF HOW I HAVE PARTNERED WITH CLIENTS: ✔️Working with a client to track multiple business priorities and his run for California State Senate using Monday. Com. The workflow and weekly priority updates process we follow has reduced ‘delayed tasks’ while setting realistic expectations that are now met. ✔️Worked with a rodent extraction company to implement Monday.Com to track department priorities, automate assignments and develop a company-wide dashboard. ✔️Working with a Developer from Austin to create a 7 step daily productivity process and implement Trello to track priorities. We meet 4 times a week to strategize his priorities, resolve challenges & complete his productivity process. ✔️Improved workflow process by transitioning a marketing agency from spreadsheets to Wrike, including auto responders and notifications. The agency grew 25% the month after the implementation. ✔️Provides support to a Mortgage Broker by automating their applicant workflow. By integrating Floify, Asana and Slack their international team was able to reduce the approval turnaround time by 3 days in their first month. ✔️Worked with a hearing specialist office to create a workflow, process documentation, outreach and monthly visits to 8 locations around the state. Automated ongoing process, reporting and notifications using Asana. ✔️Working with a Creative entrepreneur to use Monday to strategically prioritize client work while launching a new e-commerce business resulting in focused time for task completion and eliminating missed deadlines. ✔️Working with an Anesthesiologist to create a personalized task tracker and build productivity habits while juggling teaching, administration and clinical work resulting in clear expectations of when and what to do for focused task time. ✔️Working with an ADHD counselor to create a personalized priority and task tracker to organize tasks. Assist with strategic business planning including developing a budget tracking tool for financial planning. ✔️Support multiple clients to hire VA’s, marketing assistants, operations managers and customer support freelancers using the Upwork platform. Including creating the post, sourcing, hiring, onboarding training and approving hours. ✔️Worked with a Telehealth Consultant to create a daily productivity checklist and personalize tools to track priorities and business opportunities resulting in becoming a million dollar consultant. ✔️Worked with an online travel agency to recruit agents, onboard and develop a training program. A FEW CLIENT RESULTS: 🔹Responsible for project managing successful SOC2 Certification in 6 months 🔹 Improved a client’s prospecting processes using a pipeline to identify & nurture leads increasing their closed deals by 200% in 2 months 🔹 Implement Asana projects/templates/workflows to automate & systemize processes resulting reduced task turnaround time & increased my client’s web building agency book of business by 25% in 6 weeks 🔹 Setup a client’s CRM system, outreach campaign and follow up process to raise over $50 million of capital for a development project
    Featured Skill Operations & Workflow
    Personal Development
    Marketing Operations & Workflow
    Management Skills
    Project Management
    Business Operations
    Time Management
    Remote IT Management
    Project Management Software
    Business Coaching
    Teachable
    Kanban Methodology
    Asana
    Trello
    Human Resource Management
  • $90 hourly
    • 4.8/5
    • (28 jobs)
    🏅 𝗘𝘅𝗽𝗲𝗿𝘁 𝗩𝗲𝘁𝘁𝗲𝗱 (𝗧𝗼𝗽 𝟭% 𝗼𝗻 𝗨𝗽𝘄𝗼𝗿𝗸) ⚠️ STOP SCROLLING! ⚠️ You've found just the guy you're looking for—an enthusiastic marketing professional with over 11 years of experience building brands in the digital age. I've worked with numerous startups, agencies, and established companies to help them better understand and speak to their customers. My expertise in marketing, media, product, and data analytics have earned me a unique sense of creativity backed by solid, data-driven decision making. So, how can I help you? 📈 PRODUCT GROWTH & RETENTION Don't rely on marketing alone to grow your business. Leverage your product's strengths to drive acquisition, retention, and monetization 💰 • Lifecycle Marketing (Email, SMS, Push Notifications, In-App Messaging) • Product-Led Growth Strategy (PLG) • Growth Experimentation & Testing • Freemium & Trial Optimization • Conversion Rate Optimization (CRO) • User Feedback & Feedback Loops 📝 CONTENT MARKETING & COPYWRITING Words are the bread and butter of any effective campaign—I write copy that converts! • Copywriting for Paid Ads, Landing Pages, Social Media, Emails, Push, SMS, ASO, etc. • UX Copywriting for Mobile Apps and SaaS • Landing Page Optimization 🔢 DATA ANALYTICS Have your burning business question answered with complex SQL queries and insightful analysis of your customer and product data. • Mobile App Growth Analysis • Behavioral Analytics For Digital Platforms: Amplitude, Google Firebase, Taplytics • SQL Queries: HiveQL, Presto, Redshift, and MySQL • Customer Insights If you need help in any of these areas, then click that green button, and let's chat!
    Featured Skill Operations & Workflow
    Mobile Marketing Automation
    Marketing Operations & Workflow
    CRM Automation
    Marketing Campaign Setup & Implementation
    Customer Retention
    Email Automation
    SMS
    Customer Lifecycle Messaging
    Iterable
    Braze
    Klaviyo
    Mobile App Strategy
    SQL
    Email Marketing
    Marketing Automation
  • $86 hourly
    • 4.9/5
    • (71 jobs)
    Hey, I'm Erik! 👋 I build growth systems using AI and automation tools like Make.com (Integromat), Zapier, and GPT–4 to scale business ops without the bloat (additional staff, tools, and processes). Client results: ✅ End-to-end lifecycle email marketing system and automation for EdTech company responsible for $10M+ in revenue. ✅ Automatic lead generation & outreach system for healthcare staffing marketplace to save internal team 300+ hours/mo on manual tasks. ✅ Content marketing system for a B2B SaaS company to grow website traffic to 100k monthly visits from scratch by automatically creating high-quality blog posts, newsletters, and social media posts using AI. ✅ Onboarding and project management automation for lead generation agency to scale from $1M/yr to $5M/yr in revenue. Example systems I've built responsible for thousands in additional revenue & hundreds of hours saved: 💡 Smart Lead Prospecting and Follow-up: Automatically find potential customers, check if they're a good fit, and reach out to them. Write personalized messages on email, social media, or text, and adjust its approach based on how people respond (powered by GPT-4/Claude). 💡 Automatic Content Creation: Create content like blog posts, social media updates, newsletters, or scripts for videos using AI. Research topics, write drafts, and post content on various platforms – without any human input. 💡Onboarding and CRM/Project Management: Automate client onboarding including payments, sending and collecting important forms, account setup, and tailored welcome messages. Integrate with your CRM/project management tool (Monday.com, Asana, Trello, ClickUp, Salesforce, Hubspot, High Level) to update tasks, deadlines, and status on autopilot. 💡 Smart AI Chatbot: Deploy an AI chatbot trained on your business to answer customer questions around the clock to free up your team to work on high ROI activities. 💡 Analyze Data & Generate Business Insights: Automatically analyze business data from different sources to generate actionable insights for your business. Spot unusual patterns, predict future sales or stock needs, and create easy-to-understand reports and dashboards for your team. Building systems is all I do. If you're looking for someone for a one-off build or a long-term relationship who is passionate about process optimization and will communicate the whole way through, I'm your guy. Does this sound like a fit? Click the green ‘Invite to Job’ button in the top right-hand corner, message me, and let’s schedule a call. I look forward to hearing from you. -Erik
    Featured Skill Operations & Workflow
    Zapier
    Make.com
    Marketing Operations & Workflow
    Lead Management Automation
    Omnichannel Automation
    Artificial Intelligence
    Automated Workflow
    Task Automation
    Data Scraping
    Web Scraping
    CRM Automation
    Email Automation
    System Automation
    Automation
    Marketing Automation
  • $80 hourly
    • 5.0/5
    • (43 jobs)
    👋 Hi, I'm Morgan – I build automated systems that help service-based businesses streamline their operations, reduce burnout, and scale sustainably. My main focus is workflow automation, using tools like Zapier/Make, Airtable, and ActiveCampaign to streamline processes and put your business on autopilot so you can focus on what matters—serving your clients. 📊 My clients save an average of 20 hours per week and reduce their admin work by 60%, allowing them to focus on growth and client satisfaction. Here’s how I can help you: 🦾 Implementing the appropriate software solutions to maximize productivity. 🦾Automate lead generation, nurturing, and follow-up to turn more leads into clients. 🦾Complex Form creation & submission handling 🦾Automated Document Generation (Invoices, Contracts, Purchase Orders etc.) 🦾 Making software talk to each other so your data is where you need it. 🦾Automate repetitive, manual tasks like client onboarding, invoicing, and follow-ups to save you time. 🦾Email Marketing Campaigns (including lead segmentation, list hygeine, tag management, & more) 🦾Build Airtable databases and interfaces to easily manage your data and team 🦾Set up and optimize CRM systems to manage your customer relationships effectively Here’s How We’ll Work Together: 1️⃣ Initial Consultation: We’ll dive into your current systems and goals to identify the biggest opportunities for automation. 2️⃣ Custom Proposal: I’ll design a system tailored to your needs, using cutting-edge tools like Keap, Airtable, Make, and Zapier to streamline your processes. 3️⃣ Build & Implement: Once approved, I’ll build and implement your system, ensuring seamless integration with your current tools. 4️⃣ Iterate & Improve: We’ll review the system’s performance and make adjustments to ensure it’s running at peak efficiency. Here are some results I’ve delivered for my clients: 👉 Immigration Law firm saved 250+ hours and $150k every year with custom Airtable Case Management System that automates all follow up and notification throughout each stage of the case 👉 Business Coach saved over $80k in team and software costs by automating client onboarding and fulfillment. 👉 From my custom systems, many clients have experienced: 📈 Feelings of relief & reduced stress 📈 More time for high-value activities 📈 Increased capacity for growth (scalability) What Clients Are Saying: ⭐Morgan understands how to analyze and solve problems that may not even be apparent to you and she is willing to go the extra mile to make sure your project is done correctly. ⭐ Morgan transformed my entire client onboarding process—saving me countless hours and making my business run like clockwork. ⭐She knows her stuff! Morgan was easy to work with, super knowledgeable, explained things in an easy-to-understand manner, and was always available for questions. She gave her recommendations and experience with different software that we were contemplating using and was always spot-on Some of the tools I commonly work with: • Automation: Zapier, Integromat, API • Project Management - ClickUp, Asana, Airtable • Course Platforms - Membervault, Kajabi, Kartra, Teachable, Thinkific • Email Marketing - ActiveCampaign, Convertkit, Keap (formerly Infusionsoft) • Form Builders - Fillout Forms, Jotform, Typeform, Tally, Convertbox • Other Tools - WordPress, PandaDoc, Thrivecart, Samcart 📬 Feel free to send me an invite to your project and we can jump on a call to discuss your needs and determine an appropriate solution.
    Featured Skill Operations & Workflow
    Web Design
    Technical Support
    Customer Relationship Management
    Business Process Automation
    System Analysis
    Automated Workflow
    WordPress
    Email Campaign Setup
    Email Marketing
    Marketing Automation
    Marketing Operations & Workflow
    Kartra
    ActiveCampaign
    ClickFunnels
    Zapier
  • $85 hourly
    • 5.0/5
    • (51 jobs)
    Tired of bottlenecks, missed deadlines, or ops that just can’t keep up? If you’re growing faster than your systems can handle, you’re not alone. I help founders and leadership teams get out of the day-to-day grind by fixing the operational chaos holding them back. I’m a Fractional COO and systems consultant with 15+ years of experience working with service-based businesses. My work frees up your time, empowers your team, and sets you up to scale without stress. Across 48 projects, I’ve helped clients: Recover over $2M in lost revenue Increase client retention by 38% Save over 5000 hours of team time Cut new hire training costs by 25% Improve efficiency and bandwidth by 47% on average If you’re scaling quickly but your backend is lagging behind, I’m here to help. I step in quietly, identify what’s broken, and get to work. No hand-holding required. No extra bandwidth needed from your team. Just clarity, momentum, and results. Clients Say: “Antonio helped us improve systems that were necessary for us to scale. He exceeded my expectations.” “If I could give 100 stars, I would. He organized my messy brain and made me see clearly what needed to be done.” “He transformed my ideas into clear, actionable steps and a structured, trackable plan.” How I Help: Workflow Design & SOP Buildout CRM & Project Management Tool Setup (ClickUp, Notion, Asana, HubSpot) Delegation Mapping & Automation Strategy Client & Team Onboarding Systems Fractional COO Support Industries I Support Best: Digital Marketing Agencies Private Practices & Law Firms Trades & Local Service Providers I’d love to work with everyone, but not everyone’s a fit. If you’re ready to stop drowning in ops and finally get your time back, let’s start with an alignment call to see if this is a good match.
    Featured Skill Operations & Workflow
    Marketing Operations & Workflow
    Instructional Design
    Digital Project Management
    Startup Consulting
    Marketing Automation
    Data Analytics
    CRM Automation
    Business Coaching
    CRM Software
    Management Consulting
    Sales Operations
    Business Strategy
    Operations Analytics
    Growth Strategy
    Business Operations
  • $75 hourly
    • 5.0/5
    • (66 jobs)
    🦄 𝑺𝒕𝒐𝒑 𝒘𝒐𝒓𝒓𝒚𝒊𝒏𝒈 𝒂𝒏𝒅 𝒈𝒆𝒕 𝒚𝒐𝒖𝒓 𝒃𝒖𝒔𝒊𝒏𝒆𝒔𝒔 𝒔𝒆𝒕 𝒕𝒐 𝒔𝒄𝒂𝒍𝒆🦄 🎓 Certified Scrum Master (CSM) 🎓 PMP 🎓 HubSpot Certified 🎓 ClickUp Power User 🎓EOS 🎤 Native English 💎 Client Facing 🤹🏼Cross-functional Team Leader About me: - INTEGRITY IN EXCELLENCE above all things: Excellent work, on time, every time. I only take on projects I'm certain I can knock out of the park. - I'm a PMP, CSM, and I'm considered "Top Talent" here on Upwork. - Over 20 years of experience assisting firms with strategic planning, streamlining processes, and using technology to automate. 🌟 The businesses I work with are looking for success that scales. I help them crush it: Day-to-day Marketing & Operations Management (I'm looking at you busy CEOs) Operations Analysis & Management / Business Auditing Process Improvement & Operations Optimization Automations & Workflows SOP Writing & Technical Implementation Cross-functional Team Management (Marketing, Sales, HR, Success, Service, & IT) Marketing Funnels Lead Management (via Hubspot, Salesforce, ActiveCampaign, Keap / Infusionsoft) Account Management / Project Management Task Organization & Management Problem Solving and Strategic Planning KPI's and Analytics Email Marketing Web Analytics ⚡︎I cannot help everybody, but we may be a great fit if you are thinking: ● "There's millions on the line and I want the BEST" ● "I know how to run my business, but maybe I'm too close to it" ● "I'm NOT an expert, and I don't have time to mess around with the day to day!" ● "There's a part of my business that's embarrassing - Something needs to change..." ● "I need a solution that I KNOW 100% will get it RIGHT" Working with me, you will ★ Stop worrying about your business - I handle the detailed work, analytics, scope, research, and schedule. ★ Start having a pulse on the business and start sleeping soundly knowing the right work is being accomplished! ★ Know what's coming in the next months and quarters with accurate forecasting! ★ Uncover rocks to find what truly is and isn't working. ★ Reduce churn, grow, and automate to do less. My clients have a LOT to say about me: ✅ "𝑨𝒍𝒆𝒌 𝒊𝒔 𝒂 𝒕𝒓𝒖𝒆 𝒑𝒓𝒐𝒇𝒆𝒔𝒔𝒊𝒐𝒏𝒂𝒍. 𝑯𝒆 𝒊𝒔 𝒄𝒍𝒆𝒂𝒓, 𝒄𝒐𝒏𝒄𝒊𝒔𝒆, 𝒂𝒏𝒅 𝒆𝒙𝒕𝒓𝒆𝒎𝒆𝒍𝒚 𝒕𝒉𝒐𝒖𝒈𝒉𝒕𝒇𝒖𝒍 𝒂𝒃𝒐𝒖𝒕 𝒉𝒊𝒔 𝒄𝒓𝒂𝒇𝒕. 𝑾𝒆 𝒘𝒊𝒍𝒍 𝒃𝒆 𝒘𝒐𝒓𝒌𝒊𝒏𝒈 𝒘𝒊𝒕𝒉 𝒉𝒊𝒎 𝒂𝒈𝒂𝒊𝒏 𝒔𝒉𝒐𝒓𝒕𝒍𝒚." ✅ "𝑨𝒍𝒆𝒌 𝒊𝒔 𝒆𝒂𝒔𝒚 𝒕𝒐 𝒄𝒐𝒎𝒎𝒖𝒏𝒊𝒄𝒂𝒕𝒆 𝒂𝒏𝒅 𝒉𝒆 𝒅𝒆𝒍𝒊𝒗𝒆𝒓𝒆𝒅 𝒇𝒂𝒔𝒕 𝒂𝒏𝒅 𝒉𝒊𝒈𝒉-𝒒𝒖𝒂𝒍𝒊𝒕𝒚 𝒘𝒐𝒓𝒌𝒔. 𝑯𝒊𝒈𝒉𝒍𝒚 𝒓𝒆𝒄𝒐𝒎𝒎𝒆𝒏𝒅𝒆𝒅!" ✅ "𝑨𝒍𝒆𝒌 𝒊𝒔 𝒂 𝒕𝒐𝒑 𝒏𝒐𝒕𝒄𝒉 𝒇𝒓𝒆𝒆𝒍𝒂𝒏𝒄𝒆𝒓. 𝑯𝒆 𝒓𝒆𝒂𝒍𝒍𝒚 𝒑𝒓𝒐𝒗𝒊𝒅𝒆𝒔 𝒕𝒉𝒆 𝒃𝒆𝒔𝒕 𝒄𝒍𝒊𝒆𝒏𝒕 𝒆𝒙𝒑𝒆𝒓𝒊𝒆𝒏𝒄𝒆 𝒑𝒐𝒔𝒔𝒊𝒃𝒍𝒆. 𝑯𝒆 𝒊𝒔 𝒂𝒍𝒔𝒐 𝒗𝒆𝒓𝒚 𝒄𝒐𝒎𝒎𝒖𝒏𝒊𝒄𝒂𝒕𝒊𝒗𝒆 𝒂𝒏𝒅 𝒅𝒐𝒆𝒔 𝒆𝒗𝒆𝒓𝒚𝒕𝒉𝒊𝒏𝒈 𝒊𝒕 𝒕𝒂𝒌𝒆𝒔 𝒕𝒐 𝒎𝒂𝒌𝒆 𝒂 𝒑𝒓𝒐𝒋𝒆𝒄𝒕 𝒔𝒖𝒄𝒄𝒆𝒔𝒔𝒇𝒖𝒍. 𝑰 𝒄𝒂𝒏'𝒕 𝒘𝒂𝒊𝒕 𝒕𝒐 𝒘𝒐𝒓𝒌 𝒘𝒊𝒕𝒉 𝒚𝒐𝒖 𝒎𝒐𝒓𝒆, 𝑨𝒍𝒆𝒌!" ✅ "𝑨𝒍𝒆𝒌 𝒅𝒊𝒅 𝒂 𝒈𝒓𝒆𝒂𝒕 𝒋𝒐𝒃 𝒐𝒏 𝒕𝒉𝒊𝒔 𝒑𝒓𝒐𝒋𝒆𝒄𝒕. 𝑯𝒆 𝒅𝒆𝒍𝒊𝒗𝒆𝒓𝒆𝒅 𝒘𝒆𝒍𝒍 𝒂𝒉𝒆𝒂𝒅 𝒐𝒇 𝒔𝒄𝒉𝒆𝒅𝒖𝒍𝒆, 𝒂𝒏𝒅 𝒄𝒐𝒎𝒎𝒖𝒏𝒊𝒄𝒂𝒕𝒊𝒐𝒏 𝒘𝒂𝒔 𝒆𝒂𝒔𝒚." Not every business is my client, though. Some signs we might not be a good fit include: ✗ The company is struggling to pay salaries - can’t do that in good conscience ✗ ”Respect for others” is not a core value - I love working with awesome people I respect What I look for in a new client: ● Open mind, relaxed attitude ● Values integrity & relationships ● Focused on improving, lets their actions speak louder than words ● Knows our minimum scope, and wants the BEST Discount for US military veterans, active service military, first responders and founders w/full-sleeve tattoos Sound like a fit? Next steps: 📺 Reach out to me for a consultation! ~ OR ~ 🟢 Press '...' button then ‘Send Message’ button in the top right-hand corner 💬 Write me a personalized note including why you think we’re a good fit to work together Expertise: 💵 HubSpot 💵 ActiveCampaign 💵 Salesforce 💵 GoHighLevel 💵 🗂 ClickUp 🗂Trello 🗂 Asana 🗂 Jira 🗂 Confluence 🗂 Monday.com 🗂Zoho 📫 LinkedIn Sales Navigator 📫 Apollo.io 📫 Phantombuster 📫 Woodpecker 📫Drip 📫 MailChimp 📫 ZoomInfo 📫 Lusha 📫 Google Sheets 📫Klaviyo 📫Looker Studio 📫OpenSend 📫Active Campaign 📫Seamless.ai 🔎 Facebook 🔎 LinkedIn 🔎 Google 🔎 Instagram 🔎 LinkedIn 📞 Slack 📞 Microsoft Teams 📞 Zoom 💡 Zapier 💡 Make 💡 📊 Google Analytics 4 📊 AppsFlyer 📊 Mixpanel 📊 OneSignal 📊Magento
    Featured Skill Operations & Workflow
    Critical Thinking Skills
    Change Management
    Cross Functional Team Leadership
    Strategic Planning
    Social Media Management
    Digital Marketing Management
    HR System Management
    HR & Recruiting Software
    Marketing Operations & Workflow
    Project Management
    Business Consulting
    Project Plans
    Project Workflows
    Automation
    Project Management Professional
  • $75 hourly
    • 5.0/5
    • (3 jobs)
    JACKIE G. PARKER 1339 Temple Hills Dr., Laguna Beach, CA 92651 (949) 648-8554 | JackieGailParker@gmail.com About Jackie I'm a HubSpot Administrator, AI Agent, and Prompt Engineer with a strategic mind and a human-first approach. Known as The Human API, I seamlessly integrate systems, stories, and success—helping teams automate, connect, and grow with clarity and heart. With over 20 years of experience, I’ve built a career around simplifying complexity. As a CRM automation specialist, I’ve helped B2B, SaaS, and wireless technology companies streamline operations, optimize business processes, and drive measurable growth. I don’t just implement tools—I build ecosystems that scale. Rooted in operations and certified across multiple HubSpot domains—Sales, Service, Marketing, and RevOps—I bring both the technical skill and strategic insight needed to build high-performing systems. Whether it's designing automation strategies, improving customer workflows, or unifying cross-functional teams through CRM integration, I approach every challenge with intention, precision, and care. Core Competencies HubSpot CRM Setup & Optimization Data Integrity, Integration & Sync Workflow Automation & Email Sequences Ticketing Systems & Knowledge Base Development Sales Enablement & Team Training Form, Template, and List Design SaaS Implementation & Onboarding Cross-Functional Collaboration Strategic CRM Consulting Professional Experience Proliant, Atlanta, GA (Remote) Technical Support Specialist & HubSpot Administrator Feb 2023 – Sep 2024 Managed HubSpot CRM implementations and optimizations, improving data management and workflow automation. Delivered training and technical support for payroll and HR SaaS applications. GoDocs, Irvine, CA (Remote) Application Support Specialist Jan 2022 / Dec 2022 Provide advanced application support and training for document automation software. Collaborate closely with development teams to improve user experience and software functionality. Proliant, Atlanta, GA (Remote) Technical Support Specialist & HubSpot Administrator Feb 2023 – Sep 2024 Managed HubSpot CRM implementations and optimizations, improving data management and workflow automation. Delivered training and technical support for payroll and HR SaaS applications. National Data Systems (NDS) (Remote) Training, Service & Support Specialist | Help Desk Technician Delivered CRM training and support, managing help desk operations and enhancing customer experience. Laguna Beach Unified School District (LBUSD) Technology Trainer • Data Analyst • Support Specialist Implemented comprehensive technology training, data analysis, and tech support initiatives. San Onofre Nuclear Power Plant (SCE) Data Analyst | Project Manager | Documentation Specialist Led data analytics and documentation projects, ensuring compliance and operational accuracy. Education & Certifications Bachelor in Business Administration Management Associate of Arts in Computer Information Technology HubSpot Certifications: Sales, Service, Marketing, RevOps Certified CALPADS Administrator Remote Work: 15+ years in distributed SaaS environments, proven ability as a proactive collaborator, trusted advisor, and problem-solver dedicated to improving technology for people. Let’s connect and explore how I can transform your CRM from a tool into a strategic advantage.
    Featured Skill Operations & Workflow
    Training
    Zapier
    Mobile Marketing Automation
    CRM Automation
    Customer Support
    Automated Workflow
    Marketing Operations & Workflow
    Task Automation
    Desktop Support
    Project Management
    Project Scheduling
    Administrative Support
    Training Online LMS
    Project Plans
    Technical Support
  • $75 hourly
    • 5.0/5
    • (3 jobs)
    Goal-oriented and results driven professional with valuable experience in Human Resources and Operations, including experience in day-to-day operations, employee recruitment/retention, staff development, conflict resolution, records management, policies development, and legal compliance. Highly organized and detailed adept at providing administrative direction to organizational success with proven ability to thrive in busy environments with positive results. Well-developed interpersonal skills coupled with outstanding verbal and written communication skills, able to establish and maintain productive relationships across all organizational levels.
    Featured Skill Operations & Workflow
    Operational Plan
    Administrative Support
    Marketing Operations & Workflow
    Social Media Management
    HR & Business Services
  • $150 hourly
    • 5.0/5
    • (3 jobs)
    Are you ready to revolutionize your Go To Market motion and catapult your business to unprecedented heights of success? As a seasoned consultant, I have a proven track record in architecting sales operations and implementing CRM solutions tailored to the unique needs of B2B SaaS, retail, and biotech industries. I bring [over 8 years of extensive experience in driving transformative change and facilitating business growth across diverse sectors. In my career, I've had the privilege of working closely with companies spanning B2B SaaS, retail, and biotech industries, enabling me to develop a deep understanding of the distinct challenges and opportunities inherent to each sector. Here's how my expertise can empower your organization Industry-Tailored Solutions: Having worked extensively in B2B, retail, and biotech sectors, I recognize the nuances and intricacies of each industry. Whether you're navigating complex supply chains, optimizing omnichannel retail strategies, or adhering to stringent regulatory requirements in biotech, I possess the industry-specific knowledge and expertise to architect tailored solutions that drive results. Optimized Sales Processes: Whether it's streamlining procurement workflows in B2B settings, optimizing sales funnels in retail environments, or orchestrating complex sales cycles in the biotech sector, by leveraging automation, standardizing workflows, and integrating disparate systems, as well as leveraging data-driven insights and best practices to drive measurable improvements. Customized Sales Strategy: I understand that every business is unique, which is why I take a personalized approach to develop sales strategies that align with your specific goals, market dynamics, and customer needs. Whether it's optimizing lead generation, refining sales pipelines, or enhancing customer engagement, I leverage data-driven insights to drive tangible results. CRM Implementation And Development: Implementing the right CRM system (or developing an existing one) is crucial for enhancing productivity, optimizing workflows, and maximizing ROI. Drawing upon my expertise in various CRM platforms, including Salesforce, HubSpot, and Zoho, I can guide you through every stage of the implementation process – from requirements gathering and customization to user training and ongoing support. Data Management: In today's data-driven business landscape, effective data management is paramount. I possess expertise in implementing data governance frameworks, establishing data quality standards, and leveraging advanced analytics to extract actionable insights from vast datasets. Whether it's cleansing and enriching customer data, or implementing data-driven segmentation strategies, I ensure that your organization's data assets are optimized for maximum impact. Compensation Design: Designing a compensation structure that aligns with business objectives, motivates sales teams, and fosters a culture of performance excellence requires careful planning and strategic insight. Drawing upon my experience in designing and implementing incentive compensation programs, I can help you develop tailored compensation plans that drive desired behaviors, reward top performers, and drive sustainable revenue growth. Sales Target Setting: Setting ambitious yet achievable sales targets is essential for driving performance and motivating sales teams. With a keen understanding of market dynamics, competitive landscape, and internal capabilities, I collaborate closely with key stakeholders to set realistic yet aspirational sales targets that inspire accountability, foster teamwork, and drive results. Sales Forecasting: Accurate sales forecasting is crucial for informed decision-making and resource allocation. Leveraging advanced analytical tools and industry benchmarks, I specialize in developing robust forecasting models that provide actionable insights into future sales performance, enabling your organization to anticipate market trends and capitalize on emerging opportunities. Other Sales Operations Skill Sets: In addition to the aforementioned areas, I bring expertise in a wide range of sales operations skill sets, including territory management, sales enablement, and performance analytics, lead management flow. Whether it's redesigning sales territories to optimize coverage and minimize overlap, implementing sales enablement tools to empower frontline sales teams, or conducting in-depth performance analysis to identify areas for improvement, I offer comprehensive support across the entire spectrum of sales operations.
    Featured Skill Operations & Workflow
    Salesforce CPQ
    Sales Forecasting Software
    Data Management
    Forecasting
    CRM Development
    Sales Operations
    Sales Strategy
    Go-to-Market Strategy
    Sales Analytics
    CRM Software
    Salesforce
    Marketing Operations & Workflow
    Compensation
    Salesforce CRM
  • $150 hourly
    • 5.0/5
    • (37 jobs)
    Is your business process not working as efficiently as you'd like? Is your marketing strategy not converting the way you hoped? Is your startup venture struggling to get off the ground? Is team cohesion, communication, or collaboration a struggle? Is your head aching from wearing too many hats? Overcoming challenges is all about perspective to see where we are now and what's up ahead. Then having the experience to push through, or navigate around, whatever is standing in the way of a breakthrough. I bring over 25 years of practical business building, problem-solving, process developing, and efficiency-optimizing experience to the table. I've spent most of my life in your shoes, wearing the same t-shirts and donning all the hats. I understand your pain points and how to heal them. CONSULTING - Cloud Advising: recommend platforms, tools, & ecosystems - Customer Es: enhancement, education, engagement & experience - Leadership Coaching: clarify vision, mission & strategy - Marketing Pipelines: analyze, document, & streamline process - Sandboxing: define org charts, roles & responsibilities Marketing - Analytics: dashboard configurations, metadata, SEO, SEM, & site audits. - Brands: identity development, promotion, & positioning strategy - Campaigns: lead generation, search engine & social media advertising - Communications: articles, blogs, conversion copy, email drips, & social posts - Copywriting: banner ads, CTAs, newsletters, scripts, and website copy - Cornerstones: case studies, product sheets, publications, & white papers - Design: 2d/3d illustrations, animation, full brand kits, prototypes, digital & print-ready graphics - Development: API integrations, DNS Management, full-stack UI/UX, WordPress, & security - Production: animated explainer videos, promotional videos, sizzle reels, & caption editing - Publishing: copy editing, establishing brand voice, proofreading, & template creation Operations - Administrative: establishing employee handbooks, org chart/structure, OKRs, & KPIs - Compliance: creating policies & SOPs and enforcing federal & state labor and safety regulations - Intelligence: configuring platforms, managing licenses, collecting data, & running reports - Training: coaching on situational leadership & employee/management mentoring - Overwatch: tracking time & attendance, managing freelancers, contractors, & internal teams - Projects: development & management, budget alignment, forecasting, milestones & deadlines - Payroll: ADP Workforce Now, ADP Resource, ADP Run, Paychex, Paylocity, & QuickBooks - Shadowing: assess employee strengths, weaknesses, productivity, & review performance - Support: augmenting benefits administration, payroll implementation, and on-going guidance - Talent Acquisition: crafting job descriptions, providing onboarding support, recruiting & vetting Still not convinced I’m the pro you want? Here is a list of the types of things I’ve done for other clients and could do for you as well. PEOPLE - Analyze Talent Effectiveness - Clarify Who Does What - Cultivate Employee Happiness - Determine "Right Fit" Placement - Establish Organizational Roles - Improve & Mentor Team Synergy - Manage Team Deliverables PROCESS - Achieve Process Milestones - Coordinate Project Deadlines - Create A Playbook - Develop SOPs (Standard Operating Procedures) - Increase Operational Efficiency - Standardize Repeatable Processes - Streamline Routine Workflows PLATFORMS - Build an Online Training Program - Choose Suitable Applications - Design Custom Solutions - Implement Productivity Monitoring - Leverage Cloud Resources - Systemize Document Management - Unify Technical Ecosystem LET'S TALK I'd love to meet you, learn more about the business challenges you're facing, and brainstorm ways I can help. I think you'll be surprised how uniquely qualified I am. Are you ready to boost your trajectory?
    Featured Skill Operations & Workflow
    HubSpot
    Project Management
    Conversion Rate Optimization
    Brand Consulting
    Business Consulting
    Startup Consulting
    Organizational Design & Effectiveness
    Content Strategy
    Marketing Consulting
    Marketing Operations & Workflow
    Business Operations
    Procedure Development
    Business Strategy
    Search Engine Optimization
    Marketing Strategy
  • $125 hourly
    • 5.0/5
    • (3 jobs)
    I will ensure your business runs smoothly so you can focus on your products and services. I am a seasoned professional with over 20 years of demonstrated success leading long-range business, operations, customer service, community, and people development in the United States and around the world who would bring an experienced global perspective and a background working with startups to your project. I have experience building global sales, operations, and customer support teams managing local and remote team members as well as third-party teams, service providers, and call centers. I have a track record of mentoring and innovation combining technology with hands-on coaching to build strong, successful teams and leaders. * Business Operations * Client Relationship Management (CRM) * Business Management Consulting * Workflow Analysis and Refinement * Cross-functional Team Leadership * Project and Program Inception, Launch, and Management * Contract Negotiations * Employee Engagement * Social Media * Customer Service * Zendesk Implementation * Gorgias dot io Implementation * Asana implementation * Customer Success * Administrative Support
    Featured Skill Operations & Workflow
    Executive Support
    Customer Onboarding
    Microsoft Office
    Leadership Skills
    Multiple Email Account Management
    Marketing Operations & Workflow
    Task Coordination
    Customer Service
    Scheduling
    Sales
    Asana
    Business Operations
    Project Management
    Business Development
    Zendesk
  • $35 hourly
    • 5.0/5
    • (11 jobs)
    I am a solutions-driven individual with experience in solving complex problems and executing strategies. I am detail-oriented and promote organization and efficiency with any project at hand. I'm experienced with project management, marketing design, case/file management, Salesforce CRM, and business plan management. My goal is to meet and even exceed the expectations and deadlines set for projects. Whether you need help with a minimal task or a large project, I aim to help see it through until the end - looking forward to working with you!
    Featured Skill Operations & Workflow
    Account Management
    Data Analysis
    Marketing Operations & Workflow
    Canva
    Training & Development
    Microsoft Excel
    Salesforce CRM
    File Maintenance
    Microsoft Outlook
    Management Skills
    Business Management
    Project Management
  • $50 hourly
    • 5.0/5
    • (3 jobs)
    My name is Dani, and I have a knack for solving the workflow, data management, and automation issues that keep you up at night. I can: • Customize a project management program to fit your or your team's needs • Help you conceptualize and improve your processes and workflows (then build them out for you!) • Automate simple tasks to free up your time • Consolidate your data and processes in one manageable place • Brainstorm on marketing and business strategy ...or any combination of the above. You have more important things to do — create your product, perform your service, or strategize for your company's future — to be bogged down by process holdups. That's where I come in! I would love to have a conversation to see how we can work together. I have experience in the following platforms: Airtable, Trello, Monday.com, Zapier, Notion, Trello, Asana, Google Sheets, Microsoft Excel, Zoho, Infusionsoft (Keap), Klaviyo, Constant Contact, MailChimp, Notability — and I am always on board to learn a new one.
    Featured Skill Operations & Workflow
    Automated Workflow
    Project Management
    Zapier
    Marketing Automation
    Project Management Software
    Airtable
    CRM Software
    Marketing Operations & Workflow
    Project Workflows
    Task Automation
    Asana
    Trello
    Microsoft Excel
    Project Timelines
  • $65 hourly
    • 5.0/5
    • (2 jobs)
    Hi, I’m Katarina — a marketing professional with 10+ years of experience helping product-centric businesses grow. I specialize in turning insights into action across product marketing, digital strategy, and customer experience. 📌 What I Do • I work with startups, scaleups, and global brands to: • Build and launch go-to-market strategies • Improve product positioning and messaging • Drive measurable results across the full marketing funnel 📊 Proven Impact • Led a product-led brand campaign, generating $950K in incremental revenue • Audited customer journeys and market data to uncover $6.8M in revenue opportunities • Implemented a paid search strategy that delivered $3.2M in growth • Boosted conversion by 2pts through UX and content optimizations 🚀 Recent Startup & Consulting Work • Co-founded a pre-seed GenAI product; led GTM, branding, and tone of voice • Created and executed a content strategy for EIT Hub Silicon Valley, increasing LinkedIn followers by 63% • Ran transatlantic event planning and marketing outreach for EIT Hub Silicon Valley, securing top-tier attendees and speakers • Produced and marketed MBA networking events, attracting 200+ attendees with 45% retention • Developed a 10-year revenue forecast + competitive analysis to help a climate tech non-profit secure funding 🛠 Tools & Skills • Product Marketing • Digital Campaigns • CRM & Lifecycle • Market Research • UX Strategy • Marketing Ops • Google Analytics • Google Ads • Meta Ads • SEMrush • JIRA • Hubspot • UserZoom • Canva
    Featured Skill Operations & Workflow
    Consumer Research
    Customer Lifecycle Messaging
    Customer Retention
    Customer Acquisition
    Marketing Audit
    Cross Functional Team Leadership
    Marketing Operations & Workflow
    Product Marketing
    Digital Marketing Strategy
    Digital Marketing Management
    Forecasting
    Strategic Planning
    Strategy
    Marketing
    Product Strategy
  • $65 hourly
    • 4.9/5
    • (1 job)
    I’m a Senior Project Manager looking for roles in impact-driven environments that promote creativity, collaboration and diversity. Past clients have included Google, Victoria's Secret, iHeart Media, Aveda, Tillamook, AutoZone, Tetra Pak, Danone (Happy Family), The Simons Foundation, Vita Coco, New York Botanical Garden, The Bumblebee Seafood Company and more. Here’s what I bring to the table: - 13+ years of experience of servicing $1MM+ global client relationships & managing teams up to 30 people - Averaged 10% YoY revenue growth over all long-term accounts managed - Delivered over 350 projects spanning advertising, branding, technology and content production - Led new business development pitch & proposal processes for a 75% conversion rate
    Featured Skill Operations & Workflow
    Client Management
    Project Timelines
    Project Budget
    Project Management
    Project Planning
    Partnership & Collaborations Outreach
    Partnership Development
    Process Improvement
    Resource Allocation
    Marketing Operations & Workflow
    Production Planning
    Business Operations
    Brand Consulting
    Marketing
    Marketing Communications
  • $60 hourly
    • 5.0/5
    • (8 jobs)
    I'm a Hubspot Expert with over 8 years of experience building demand generation strategies and leveraging technology to optimize sales and marketing processes. During my time at fast-paced, high-growth startups, I've developed a well-rounded skillset and love helping companies with the following: - Hubspot Strategy and Optimization - Demand Generation Campaigns - Marketing Automation & Workflows - Contact, Lead and Deal Management - List Building and Audience Segmentation - Data Cleanup and Maintenance - Lead Nurture Flows - Email Marketing - Landing Page Creation - Website Optimization - Reporting and Dashboards I'm a clear communicator and diligent worker, looking forward to helping companies optimize their sales and marketing operations. If this sounds like a fit for your needs, let's talk!
    Featured Skill Operations & Workflow
    Marketing Strategy
    Marketing Operations & Workflow
    Sales Operations
    Sales Enablement
    Lead Management
    Web Design
    Content Marketing
    Lead Generation
    Copywriting
    Email Marketing
    Outbound Sales
    CRM Automation
    Marketing Automation
    B2B Marketing
    HubSpot
  • $65 hourly
    • 5.0/5
    • (3 jobs)
    Proven ability to conduct thorough market research, identify target audiences, and analyze competitive landscapes. Instrumental in securing millions in funding through compelling data-driven presentations. Deep understanding of business planning, financial modeling, and go-to-market strategies. Expertise in building and scaling high-performing teams, managing budgets, and optimizing operational efficiency. *Experienced working with high net worth individuals *Fluent in English and Spanish. *Willing to travel. *Tableau, Google Analytics, Trello, Jira, Monday, Microsoft Office, Salesforce, Social Media Management, Event Management, Partnerships and Business Development*
    Featured Skill Operations & Workflow
    Business Strategy
    Research & Development
    Event, Travel & Hospitality Software
    Sales Funnel Implementation
    Marketing Operations & Workflow
    Executive Support
    Google Analytics 4
    Salesforce CRM
    Tableau
    Asset Management
    Event Marketing
    Event Management
    Partnership & Collaborations Outreach
    Project Management
    Jira
  • $45 hourly
    • 4.9/5
    • (1 job)
    Your Dedicated Marketing Partner for Brand Success Hey there, I'm Linda, and I'm thrilled to be your creative partner in crafting marketing strategies that'll take your brand to new heights. With a passion for creativity and a keen eye for effective storytelling, I'm all in to help elevate your brand's presence and build strong connections with your audience. Crafting Compelling Content: Drawing from my marketing background and meticulous attention to detail, I specialize in creating captivating content that truly resonates with your audience. Whether it's articles, social media posts, or blog content, count on me to deliver narratives that leave a lasting impression. Strategic Social Media Marketing: As a seasoned social media strategist, I excel in tailoring marketing strategies to amplify your brand's voice across different platforms. From mapping out content calendars to running ad campaigns, I'm committed to boosting your brand's visibility and fostering meaningful interactions with your audience. Graphic Design & Branding Expertise: With a passion for design and a touch of creativity, I thrive on bringing brands to life through visual storytelling. Whether it's crafting logos, promotional materials, or social media assets, I'll use my graphic design skills to create visually stunning content that captures attention and reinforces your brand identity. Continuous Learning & Growth: In the fast-paced world of digital marketing, I believe in the power of continuous learning and growth. From staying updated on industry trends to mastering new technologies, I'm dedicated to delivering innovative solutions that help your business stand out. Marketing Kit For Startups: From SEO tests to competitor analysis, brand development to social media templates, count on me to provide a comprehensive marketing kit tailored to your startup's needs. Let's define your target audience, brainstorm campaigns, and execute strategies that drive real results. Let's Connect: I'm excited to team up with you and bring your brand's vision to life. If you're ready to level up your marketing game and achieve tangible results, let's connect! Reach out anytime, and let's embark on this exciting journey together! Linda
    Featured Skill Operations & Workflow
    Digital Marketing Management
    Social Media Advertising Analytics
    Marketing
    Marketing Campaign Setup & Implementation
    Marketing Campaign Audit
    Marketing Management
    Marketing Strategy
    Marketing Analytics Report
    Marketing Operations & Workflow
    Marketing Automation
    Brand Development
    Brand Design
    Social Media Lead Generation
    Social Media Ad Campaign
    Social Media Advertising
  • $65 hourly
    • 5.0/5
    • (1 job)
    I am a seasoned professional with over 10 years of experience in Digital Asset Management (DAM) and Media Asset Management (MAM). My expertise spans the full spectrum of system discovery, implementation, migration, configuration, and administration. Systems I've worked with include Acquia (Widen Collective), Bynder, Seismic, SharePoint Online (both Modern and Classic), and Aprimo. While it has been some time since I used Aprimo, I am confident in my ability to quickly reacquaint myself with the platform.
    Featured Skill Operations & Workflow
    Adobe Creative Cloud
    Atlassian Confluence
    Seismic
    Google Docs
    Content Management System
    Marketing Operations & Workflow
    HTML
    Metadata
    Taxonomy
    Digital Asset Management
    Jira
    Asana
    Microsoft SharePoint
    Microsoft Office
  • $75 hourly
    • 5.0/5
    • (1 job)
    I'm a dedicated Automation Consultant with a robust background in business systems optimization, automation, data tracking, and managing complex projects. I have experience auditing operational workflows, identifying bottlenecks and inefficiencies and solving them using automation. I also specialize in systematizing processes and identifying key steps for automation. I typically use Make.com to create automation workflows as it is more cost effective than Zapier and allows for more customization, however, I do support clients using Zapier. I specialize in helping small to medium-sized businesses & content creators by leveraging AI and no-code tools to automate and optimize business admin, sales, and marketing functions. With an obsessive focus on efficiency and innovation, I create custom workflows that save time and enhance productivity. I'm industry-agnostic, focusing on unique business needs and how to automate and scale them. My extensive experience across diverse roles has equipped me with the adaptability and problem-solving skills necessary to excel in any environment. Whether you need to streamline your operations, optimize workflows, or implement cutting-edge automation solutions, I can help you achieve your goals efficiently and effectively. Experience: Workflow Optimization & Automation: Business Sales Development & Client Management: - Managed Northern California territory for a leader in the genetics space, generating $500,000 in new sales within seven months and onboarding over 200 new clients. - Developed and executed comprehensive business development plans, promoting services and building long-term client relationships. Inventory & Data Management: - Established a mobile-compatible cold storage inventory management application using Microsoft PowerApps and Excel databases, ensuring accurate reagent tracking at zero cost. System Implementation & Equipment Management:
    Featured Skill Operations & Workflow
    Ecommerce
    Email Campaign Optimization
    API Integration
    Sales Optimization
    Business Process Modeling
    Sales Consulting
    Automated Workflow
    Marketing Operations & Workflow
    AI Builder
    Business Development
    Process Optimization
    System Automation
    OpenAI API
    Make.com
    Automation
  • $135 hourly
    • 5.0/5
    • (2 jobs)
    Highly strategic digital marketer with over 10 years of experience in leading start-to-finish marketing campaigns. Expert in marketing automation platforms and integration with CRMs. Ability to connect marketing functions to big-picture business goals. Advanced competency in Marketo, Marketing Cloud, Pardot, and Hubspot.
    Featured Skill Operations & Workflow
    Marketo
    Salesforce CRM
    Email Platform Account Setup
    CRM Automation
    Marketing Strategy
    Marketing Operations & Workflow
    Marketing Automation Strategy
    Marketing Automation Software
    Marketing Automation Audit
    Marketing Automation
    Marketing Analytics
    Marketing API Integration
    Digital Marketing Strategy
    Digital Marketing
  • $135 hourly
    • 5.0/5
    • (1 job)
    🏆Certified HubSpot CRM Expert 📈 Workflow Automation & Revenue Optimization ✅ Streamlining Processes for Faster Conversions 🚀 Business Strategy & Startup Consulting With over 10 years of experience in transforming CRM and marketing processes, I specialize in HubSpot CRM implementation, automation, and integration to empower businesses with streamlined, high-performing systems. Whether you’re a startup looking for a scalable CRM foundation or an established business aiming to optimize sales funnels, my expertise delivers results that convert leads into loyal clients. 🚀 What I Offer Comprehensive HubSpot Setup & Customization: From account setup to advanced customization, I ensure your HubSpot CRM reflects your unique business goals. I bring deep knowledge in workflow automation, CRM customization, and user-friendly setup for your team. Marketing & Sales Automation: Using tools like Zapier.com, I automate repetitive tasks, enabling your team to focus on growth and strategy. My systems have increased lead response time, streamlined follow-ups, and maximized customer engagement. Revenue Operations (RevOps): With an eye on the big picture, I align sales, marketing, and customer success processes to drive revenue. I analyze your current systems and implement strategic improvements that optimize customer touchpoints and boost your bottom line. Data Integration & Migration: My process ensures data integrity during migrations and integrations across platforms, including Salesforce, Monday.com, and more. Your data stays organized and accessible, allowing seamless workflow between tools. 🌟 Results You Can Expect • Increased lead response times by up to 50% • Enhanced pipeline visibility for your sales team • Improved customer retention through personalized workflows • Reduced manual tasks by automating up to 75% of repetitive tasks • Scalable CRM solutions that grow with your business • Build out of an automated cold email machine system using Clay.com 💡 Technical Expertise • HubSpot CRM: Custom implementations, workflows, reporting, and integrations • Marketing Automation: Tailored automation for campaigns, email marketing, and lead nurturing • Sales Strategy & Pipeline Optimization: Proven techniques for tracking, reporting, and optimizing sales flows • CRM Integration: Including Make.com, Zapier, Salesforce, and other SaaS tools • Data Management: Migration and synchronization with CRM systems for accurate, actionable data • Automated Lead Generation Systems: Including Clay.com to serve up the most optimized and enriched data for your sales teams (build out of automated cold email machine system is extra - set up autopilot for inbound leads targeting your ICPs effectively) ⭐ Why Choose Me? My commitment goes beyond delivering a functional CRM – I create strategic systems that drive meaningful, measurable results. My goal is to empower your team with the tools and knowledge to independently operate an efficient, data-driven HubSpot CRM. Clients outside of Upwork have praised my reliable communication, proactive problem-solving, and expertise in implementing results-oriented CRM solutions. If you’re not thrilled with our progress or the results on the first milestone/check-in, I offer a straightforward money-back guarantee. My goal is your complete satisfaction, and if I can’t deliver the quality you expect, you’re covered. This guarantee is rarely needed—my 100% success rate on Upwork speaks to my commitment—but it’s there to make your choice easier and ensure you feel confident every step of the way. Let’s start the discussion and begin hyper-scaling your business together!
    Featured Skill Operations & Workflow
    Data Analysis
    Data Management
    Zapier
    Business Consulting
    Sales & Marketing
    Data Migration
    Data Integration
    Customer Relationship Management
    Email Marketing Strategy
    Revenue Management
    B2B Lead Generation
    Marketing Operations & Workflow
    Marketing Automation
    CRM Automation
    HubSpot
  • $88 hourly
    • 5.0/5
    • (3 jobs)
    Hi, I'm a Process Automation & AI Integration Specialist who transforms chaotic manual processes into streamlined, automated workflows that drive revenue growth, slash operational costs, and free up valuable staff time. Over my career, I've engineered automated systems that delivered measurable results: * Enterprise reporting systems that cut 25 monthly reporting hours down to 2 * Customer onboarding sequences that increased retention by 85% * Sales pipeline systems that slashed sales cycles from 45 to 12 days * Process optimization tools that improved operational efficiency by 23% while managing over $9M in business transactions But my real superpower? I turn complex business processes into smooth, efficient operations that let you scale without adding headcount. I specialize in building custom AI-powered and no-code solutions that eliminate chaos, automate repetitive tasks, and free your team to focus on growth instead of administrative work. My automation systems have transformed business operations by: * Scaling operations from 10 to 50 clients with the same team size * Reducing delivery costs by 40% while maintaining 90% customer satisfaction * Generating an additional $870K in revenue in just 3 months through an AI-powered sales system and automated nurture sequences * Cutting operational management time by 60% through AI-powered automation I've developed automated systems for major corporations like Purina, Netgear and Overstock, but my true passion is helping growing businesses break through their operational bottlenecks and scale profitably. Using platforms like Make and N8N, I create custom solutions that adapt to your unique needs and grow with your business. If you're ready to transform your manual processes into automated workflows that drive profitability, I'm your automation expert. I deliver high-quality, reliable systems that start saving you time and money from day one. Ready to streamline your operations? Contact me now to start your journey toward efficient, automated operations that scale.
    Featured Skill Operations & Workflow
    AI Development
    AI Agent Development
    AI Builder
    Digital Marketing Strategy
    Sales Operations
    Operations Analytics
    Project Management
    Operations Management Software
    Marketing Operations & Workflow
    Business Operations
    Lead Generation
    Make.com
    Automation
    Ecommerce
    Artificial Intelligence
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