Hire the Best Operations & Workflow Freelancers
in the United States

Behind every creative person, every small and growing business, is an Alfred. There comes a point in the development of every business where if an organizational overhaul doesn't take place, scaling isn't possible. That's where I come in. You might know exactly what you want, or you might have a general sense of unease. Many business owners know there are things that can be done better, but they aren't sure where to start and don't have the time to figure it out. I've spent years honing a carefully curated (but extensive) list of skills by working with small business teams and as a freelancer. These various experiences have given me invaluable insights into different industries, processes, tools and departments. I've had my hands in dozens of different projects and this has allowed me to analyze businesses and develop custom solutions. I've also worked really hard to become acclimated to as much technology as possible. I'm certified in Asana, Notion, Make.com, Quickbooks, Trainual and Gorgias. I'm expert-level in Clickup, Trello, Monday, Processstreet, Jira, Confluence, Hubspot, Hubstaff, Harvest, Front, and many more. Some of my specialty areas include: - Day to day direct executive support, project management or operations management - Acting as team communication leader and project manager ensuring efficient information sharing - Process development - Analyzing, streamlining and automating workflows - Tool recommendations, data migration, set up and training - Financials (Quickbooks, data transfers, budgets, action plans) I am a certified Quickbooks Pro Advisor! I am certified to help you optimize your usage of Quickbooks. - I specialize in choosing, setting up and executing project management software. I am well versed in all major options. I am also an Asana Together Certified Pro and Notion Certified. - Developing, launching and leading initiatives regarding efficiency, organization, team building, marketing, hiring, and more. - Resource management including HR, payroll and employee engagement - Long term goal planning, and breaking down those goals into achievable projects with specific steps and due dates - Putting out fires, reducing bottlenecks, and keeping things from falling through the cracks Certified in: Asana, Notion, Gorgias, Make.com, Trainual and Quickbooks Experienced in: Airtable Calendly Canva Clickup Clockify Confluence Dubsado Etsy Google Data Studio Google Products Harvest Hector Hexnode Highlevel Hive Hootsuite Hubspot Hubstaff Insightly Loomly Monday.com Office/Microsoft Products Paymo Post Affiliate Pro Processstreet Reclaim Shopify Sortly Sunsama Todoist Trello Various form tools (google forms, tidyform, notionforms, etc.) Verious email marketing tools (Mailchimp, infusionsoft, constant contact, keap, etc.) WordPress Wrike Zendesk Zoho And even more industry specific software (NutriAdmin, ServiceNow, ConnectWise, etc.)

Top 1% on Upwork · $400K+ earned · 5.0 rating. I go inside growing businesses and rebuild the operations, systems, and revenue infrastructure that are quietly costing time and money. My background is not typical for this work. I designed and implemented a Quality Management System from scratch for a Fortune 100 logistics organization and led ISO 9001 certification. I supervised teams of 200+ in high-volume 3PL environments. I spent nearly three years embedded inside ActiveCampaign, one of the leading marketing automation platforms in the world, building the automation workflows, CRM operations, and reporting infrastructure that power modern demand generation. That foundation shapes how I think about every system I touch. What I do in practice: Most clients come to me with one of three situations. Their systems were set up by someone else and nobody fully understands them. Their CRM has data in it but the team does not trust it. Or they are still in every decision even though that was supposed to change months ago. All of these are fixable. Where I spend most of my time: HubSpot and ActiveCampaign CRM architecture, lifecycle automation, and pipeline operations. RevOps and GTM systems including deal tracking, lead routing, and marketing-to-sales handoff. Event operations and launch program management. Workflow automation via Zapier and Make. SOP development and operational process design. KPI dashboards and executive reporting. Cross-functional project and program management. What clients consistently say: collaborative, solution oriented, fixes it fast, comes back when needed. If your systems are running but you are not sure what is actually happening inside them, that is exactly where this work starts.

🌟 Dr. Tanvi Sachar PMP Certified Project Manager with 18 Years of Experience Certified Monday Consultant and Systems Architect • 🏆 PMP Certified with 18 years of project management experience • 🚀 125+ full Monday implementations delivered • 💼 $400K+ in Monday professional services delivered through Upwork and private clients • ⭐ Consistently five-star client feedback • 🇺🇸 75 U.S. clients served, plus multiple across Europe • 🌍 Experience across more than fifteen industries • 🤝 Supported by an internal team of six specialists for fast, high-quality delivery I do not simply set up project management or CRM systems, but I also... I design and build complete business operating systems in Monday that remove manual work, give leadership real visibility, and keep teams aligned without chaos. With 18 years of project management experience and PMP certification, I bring both strategic execution discipline and deep Monday technical expertise to every implementation. I stay personally involved in every project. The difference is simple: expert strategy plus a skilled delivery team, not a random freelancer or a one-size-fits-all agency. 💡 What I bring to your organization 🧠 Strategy-first system design I start with business process consulting, not features. You get structured workflows, clean data models, and scalable architecture instead of brittle templates. ⚙️ Technical depth Advanced automations and integrations using Make, Zapier, n8n, and APIs. I routinely consolidate five or more disconnected tools into one operational backbone. 📈 Full lifecycle delivery Process mapping, architecture, automations, dashboards, onboarding, documentation, and long-term support. 🏆 Proven results More than 78 implementations across construction, manufacturing, insurance, legal, agencies, SaaS, field operations, wholesale, and more. Most clients return for multiple follow-on projects. 🎯 What you get working with me • 📊 Executive dashboards with real-time, decision-ready insights • ⚡ 50–80% reduction in manual work through automation • 📈 A system that scales as your team grows • 📚 Clear documentation so your team stays empowered after handoff ❌ Not a fit for • 💸 Cheap quick builds • 🧱 DIY duct-tape setups • ⏱️ Shortcut-driven projects ✅ A strong fit for • 👔 Founders, directors, and operations leaders • 📉 Teams outgrowing spreadsheets and fragmented tools • 🧠 Companies ready to make Monday their operational backbone

Most businesses don’t struggle because they lack ideas or effort. They struggle because their systems don’t support how the business actually runs. I help founders and small teams clean up and rebuild their business operations and backend systems so work flows smoothly, follow-ups don’t fall through, and day-to-day management feels manageable again. My work focuses on systems and operations, including workflow cleanup, process optimization, CRM setup, automation, and backend organization. Projects are scoped and outcome-focused, not ongoing task support. I bring over 10 years of experience working inside growing businesses across operations, onboarding, project management, and marketing infrastructure. That background allows me to quickly see where systems break down and how to fix them without adding unnecessary tools. If your backend feels messy, manual, or harder to manage than it should be, send a brief message outlining what’s not working and I’ll let you know if it’s a good fit.

Your business has a problem that doesn't fit neatly into one freelancer category: the positioning is muddy, the launch has no owner, the systems don't exist, the research isn't done, and the stakeholder needs careful handling. That is what I do. I step into ambiguity, figure out what the business actually needs, and then build it. My judgment comes from doing this with real stakes on the line. I ran a national nonprofit as Executive Director, where I cut operating costs 50% and delivered a flagship book from contract renegotiation through launch. I owned and operated my own business in Costa Rica for five years, serving a rural community where there was no playbook and no safety net. Today I run a consulting practice, including an ongoing retainer where I built a new initiative's market presence from the ground up: the positioning and thought leadership that give the founders something to say, and the business development infrastructure to turn attention into pipeline. I know how strategy gets decided and what it takes to make payroll, because I have done both. My approach to marketing is specific: thought leadership is not content for its own sake, it is the strategic front end of business development. Every piece of positioning, every article, every campaign exists to open doors, start conversations, and build pipeline. I work in AI daily, including inside a large-scale model training and evaluation program, so my research, drafting, and analysis move at AI speed with human judgment holding the line. What I deliver: ▸ Business and brand strategy: discovery, competitive positioning, and messaging: a clear point of view on how you win, not just a summary of the landscape ▸ Thought leadership and business development: executive content, briefings, and campaigns engineered to open doors and convert attention into pipeline ▸ Marketing execution: content calendars, LinkedIn and email campaigns, launch management, and the digital presence to support it all, built and shipped, not just recommended ▸ Operations and systems: CRM builds, project tracking, documentation, and workflow structure where none exists ▸ AI-assisted research and analysis: fast, sourced, decision-ready briefs on markets, competitors, policy, and people Clients get someone who anticipates instead of waits, and who treats your business like an owner because I have been one. Available for ongoing engagements or defined projects. Fully remote, U.S. based, experienced across global time zones.

Most businesses don’t struggle because they lack ideas. They struggle because execution breaks down. Projects lose momentum. Priorities compete for attention. Processes become inconsistent. Leaders spend too much time solving the same problems instead of growing the business. That’s where I come in. I help business owners turn strategy into results by bringing structure, accountability, and clarity to their operations. For nine years, I ran the daily operations of a high-volume retail business with more than 15,000 SKUs and a fast-moving environment where decisions affected inventory, purchasing, vendors, employees, customers, and profitability. Every day required balancing competing priorities while keeping the business moving forward. I don’t believe in creating processes for the sake of having processes. I build practical systems that solve real business problems, improve consistency, and help teams execute with confidence. Whether I’m improving workflows, organizing operations, analyzing business data, building performance dashboards, coordinating initiatives, or creating systems that support growth, my focus is always the same: Move the business forward. I’m also the founder of D3KAT Insight, an operations intelligence platform I’m building to help small and midsize businesses turn operational data into better business decisions. Building the platform continues to strengthen the same skills I bring to every client: operational thinking, business analysis, problem-solving, and execution. What I Bring to Every Engagement • Business operations and process improvement • Workflow design and operational systems • Business analysis and data-driven decision support • KPI dashboards and performance reporting • Purchasing, inventory, and vendor operations • Project and initiative coordination • Practical solutions that improve execution and accountability Throughout my career, I’ve worked in environments where priorities change quickly and every decision has an operational impact. I know how to adapt, solve problems, and keep work moving forward while staying focused on the bigger picture. If you’re looking for someone who takes ownership, solves problems, and helps your business execute with confidence, let’s start a conversation. I’d love to learn about your business and how I can help move it forward.