Hire the best Operations & Workflow Freelancers in the United States

Name: Operations & Workflow professionals
Brand: Upwork
Rating: 4.9 (167 reviews)

Check out Operations & Workflow Freelancers in the United States with the skills you need for your next job.

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Clients rate Operations & Workflow professionals

4.9/5

based on 167 client reviews

$100 hourly
Meighan O.
- 5.0/5
- (17 jobs)
⚡️ Streamline your operations ⚡️ Build systems that scale with you ⚡️ Run your business without chaos Most business owners and their teams are slammed with work and don’t have the time, energy, or patience to figure out how to make Notion actually work for them. That’s where I come in — I build clear, efficient workspaces. My custom-built systems are designed to significantly reduce the time you spend managing your business operations, so you can get back to the work you enjoy. As a Notion consultant — and an Official Notion Ambassador — with over a decade in operations, tech, and systems strategy, I help business owners and teams work through the messy, often overwhelming process of organizing how their business runs. I combine deep systems thinking with hands-on Notion expertise to design workspaces that cut through the chaos, support your workflow, and bring lasting clarity to your day-to-day operations — whether you’re running a team, managing clients, or scaling your services. Here’s how I work: ⚡️ We start with a 20-minute discovery call where I learn about your business, your challenges, and how I can help. ⚡️ If we’re a good fit, I onboard you with a comprehensive 3-part questionnaire to gather the details I need, followed by a full audit of your current setup (if you have one) and a strategy call to map out your workflows and priorities. ⚡️ From there, I begin building and refining your workspace. You’ll get access to review and test the system, and we’ll go through a feedback loop to make sure it works the way you work. ⚡️ Once everything’s solid, I provide training, documentation, and async support as needed. Then I hand it off cleanly — with email support to make sure you’re set up for long-term success. I help clients with: 📍 Workspace Overhauls 📍 Operations + Workflow Audits 📍 Complete Workspace Builds 📍 Dashboard + System Design 📍 Project + Task Management Systems 📍 Knowledge Bases + SOP Libraries 📍 Client Relationship Systems 📍 Content + Editorial Systems 📍 Custom Workflows + Automations 📍 Training & Team Onboarding Shoot me a message to book a free 20 minute consultation!

Operations & Workflow
Business Consulting
Knowledge Management
Project Workflows
Zapier
Notion
Marketing Operations & Workflow
Process Development
Process Improvement
Business Process Automation
Business Operations
Technical Support
$60 hourly
Dee K.
- 5.0/5
- (5 jobs)
I'm an experienced Marketing Consultant specializing in marketing operations, strategy, and execution. I have a diverse background across several industries and will work with you to get results that help drive your unique set of goals. Specialties Include: + Marketing Consulting & Strategy + Digital Marketing + Lead Generation / Demand Generation + Email Marketing & Automations + Social Media Strategy + Business Operations + Reporting, Analytics & Data Visualizations + Branding, Copywriting & Content Strategy + Creative Design & Sales Materials + SEO / Local SEO I can either provide consultative services and advice if you want to run your own marketing, or I can act as your hands-on marketing professional and do it for you. Regardless, I'll be part of your team and will prioritize your success. Contact me today to discover how we can work together to reach your goals and grow your business!

Operations & Workflow
Blog Writing
Marketing Strategy
Email Marketing
Beauty
Social Media Content
Data Visualization
SaaS
Business Operations
Online Reputation Management
Digital Marketing
Sales & Marketing Collateral
Flowchart
Marketing Operations & Workflow
Search Engine Optimization
Pardot
$120 hourly
Joshua M.
- 5.0/5
- (19 jobs)
Ill Keep it simple for you... If you need the absolute best when it comes to developing a lead intake, and sales process I'm the person you go to. I am a certified Pipedrive Partner and number one Pipedrive Consultant on Fiverr. I can automate, integrate, and develop any automations needed for your goals to become a reality. Any questions please don't hesitate to message me!

Operations & Workflow
Customer Relationship Management
Freshdesk
Woodpecker
Business Applications Consultation
Pipedrive
Google Sheets
Automated Workflow
Business Consulting
Marketing Automation
Zapier
Marketing Operations & Workflow
CRM Software
$220 hourly
Spencer T.
- 5.0/5
- (57 jobs)
SaaS CMO & Agency COO using Clay.com, HubSpot, and 7 years of marketing tech leadership experience to drive impactful revenue at SMBs, 7-figure agencies, and startups. If you need better data visibility, more pipeline, or process integration and automation help, we can chat. Scroll for RESULTS 💥 Let's talk results ⬇️ 📈 Scaled Strategies: From zero to $2mil ARR, I’ve propelled digital marketing initiatives from Leica to countless agencies. 🏢 Agency Leadership: Led 7-figure agencies as a Fractional COO, optimizing workflows, systems, and holistic growth strategies. 🤖 Technical Know-How: Designed and built HubSpot CRM systems, ClickUp project management solutions, and data-driven marketing workflows for better ROI. 🌎 Global Ventures: Launched my favorite camera company in New York City and penetrated the DACH and MENA markets with 2 SaaS startups. But wait, there’s more… For SaaS Scalers: ➡️Marketing Managers, stop drowning in the sea of B2B. Scaling within our sector demands precision, and way less headaches around data segmentation, reporting marathons, and the eternal quest for sales enablement. 🗿At SaaS startups and enterprises alike, I’ve implemented HubSpot, ClickUp, PandaDoc, Clay, Apollo, and much more. ⚡Let’s fine-tune your CRM, segment data intelligently, and automate reporting. Whether you’re transitioning or expanding, I’ve got the technical know-how to propel your success. Commonly Offered Services for SaaS SMBs: 1️⃣Consulting Services: 👉Empower the sales teams with strategic enablement. 👉Further define ICP metrics and buyer personas. 👉Optimize marketing data segmentation and reporting. 👉Implement efficient client, project, and ticket management systems. 2️⃣Workflow Automation & Marketing Operations Support: 👉Streamline lead management and scoring. 👉Automate marketing campaigns and lead nurturing sequences. 👉Enhance customer engagement through data-driven workflows. 👉Implement key marketing operations technology to transform data into insights. 👉Develop a holistic marketing operations architecture through industry best-practices. For 7-figure Marketing Agencies Without an Integrator: ➡️CEOs and decision-makers, listen up. Your agency’s growth hinges on streamlined operations. 🗿I’ve been in your shoes, leading 7-figure agencies as the COO and Director of Marketing Operations. To this day, I remember starting as just a little Project Manager. ⚡Let’s say shazam and optimize your internal processes with a tried and trusted SOP library, integrate industry leading agency tech seamlessly, and empower your team. From automating HubSpot and GHL to automatically onboarding clients into your Slack and project management system, I’ll elevate your agency’s efficiency and bottom line. Commonly Offered Services for Marketing Agencies: 1️⃣Consulting Services: 👉Troubleshoot bottlenecks within your operations and workforce. 👉Automate onboarding and service delivery processes. 👉Support the implementation of marketing technology. 👉Enhance internal operations and technology stack. 👉Implement LEAN process management. 👉Optimize sales enablement strategies. 👉Improve reporting. 2️⃣Audits, Programs, and DFY / DWY Systems (Done For You / Done With You): 👉Operational Audit of delivery systems, automations, and team deficiencies 👉Strategic Recommendations for operational environment, automations, and organizational chart 👉Custom integrations for automated processes. 👉Customized Agency SOP library w/DACI matrices (40+) 👉Organized Google Workspace and Team Access Setup 👉Team Training on 7-figure agency SOPs 👉Strategic implementation of full project management software, complete with Template Library organized by department 👉Integration of new and existing SOPs into an automated project management program 👉Custom workflow development for all agency departments 👉Strategic support for technical implementation of marketing technology For Freelancers Earning $40k+ Annually: ➡️As an independent professional, you’re no stranger to the hustle. But what if you could amplify your impact without burning out? That’s where I come in. 🗿After 18 months on Upwork, I made it to Upwork’s coveted Expert Vetted Talent Program. Years later, I'm still here. ⚡With a track record of transforming businesses, I’ll give you everything that I never had. Commonly Offered Services for Freelancers: 1️⃣1:1 Consulting & Coaching Services: 👉Advise you on how to scale faster and more effectively without burnout. 👉Provide best practices for continuing your freelancing success. 👉Prepare you for interviews and client interactions. 👉Teach you how to network. Didn’t See What You Needed? Whether you’re hunting for marketing magic, tech tricks, or just a good networking chat, I’ve got your back.

Operations & Workflow
Hospitality & Tourism
Internet Marketing
Resume Design
Copywriting
Communications
Business Development
LinkedIn
Email Marketing
Marketing Campaign Setup & Implementation
Growth Strategy
Social Media Lead Generation
International Business
Automated Workflow
ClickUp
Marketing Operations & Workflow
CRM Software
Marketing Automation
Project Management
Relationship Management
HubSpot
$200 hourly
Michael S.
- 5.0/5
- (31 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 Trillet.ai

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
$80 hourly
Ben C.
- 4.8/5
- (49 jobs)
Thanks for checking out my profile! I am seasoned CRM expert with a focus on HubSpot implementations and operational efficiency. I have 13 current HubSpot certifications and I am actively involved in their expert community. My strength is creating (or finding) solutions to make your HubSpot easy to manage, and bringing hidden data out of the shadows. How I can help: - Hub audits and clean-up (Sales, Marketing, CRM) - New HubSpot account setup - CRM Migrations - Standard and advanced automations - Integrations - Dashboards and reporting - Feature implementation - Hub customization If you have any questions or would like to schedule a call, please send me a direct message. All the best, Ben

Operations & Workflow
Automated Workflow
Marketing Operations & Workflow
CRM Software
CRM Automation
Implementation Plan
API Integration
n8n
Make.com
Zapier
Customer Engagement
Automation
Audience Segmentation & Targeting
Email Automation
HubSpot
Marketing Automation
$112 hourly
Grant R.
- 5.0/5
- (10 jobs)
Hi, I’m Grant 👋 I design AI-driven systems that help agencies and businesses scale faster, smarter, and more profitably. → I generated over $527,450 in revenue for a bookkeeping firm within 3 months of working together. → I’ve helped professional firms streamline operations and generate 6–7 figures with AI-powered workflows. → I’ve built automated lead generation and content systems that save thousands of hours annually. → I’ve saved over $150,000 in lost profit for a furniture company due to inaccurate systems. I’m passionate about creating systems that aren’t just quick fixes—but scalable, long-term solutions for growth. If you’re looking for performance, efficiency, and cutting-edge automation, you’re in the right place. -------- The Sit-Down Version (if you’ve got a minute): Hey, I’m Grant 👋. I specialize in leveraging AI and automation tools like GPT-4, Zapier, Make.com, and Python to drive growth and efficiency for businesses of all sizes. I’ve built dozens of systems, including: - Lead Generation Systems – Automatically source, qualify, and engage leads using AI-driven personalization across email, SMS, and social media. - Content Marketing Systems – Generate blog posts, social media content, videos, and images automatically—ready to publish at scale. - Client Onboarding Systems – Simplify forms, payments, and workflows to make onboarding seamless and stress-free. I also have experience with leading CRMs and project management platforms—like Monday, ClickUp, Salesforce, and Airtable—and have built custom API integrations to make these tools even more powerful. Whether you’re looking to automate repetitive processes, increase your marketing ROI, or scale operations without adding headcount, I can help you design systems that deliver results. What you can expect when we work together: Clear communication at every step. Proven frameworks tailored to your business goals. Reliable, scalable builds that keep delivering over time. Looking forward to helping you create systems that work while you sleep 🚀

Operations & Workflow
Marketing Automation Strategy
Marketing Operations & Workflow
Marketing Automation Audit
Marketing Automation
Marketing Campaign Setup & Implementation
Zapier
ActiveCampaign
Shopify
HubSpot
Omnichannel Automation
Lead Management Automation
CRM Automation
Social Media Marketing Automation
Email Automation
Advertising Automation
$38 hourly
Frank B.
- 5.0/5
- (22 jobs)
Hello there! I'm your go-to expert for AI-enhanced automation using Make.com. With a track record of integrating ChatGPT, DALL-E, and other cutting-edge AI tools into business workflows, I've helped companies reduce manual tasks by up to 80%. Eager to explore how we can revolutionize your processes with smart, AI-driven automation? --- In the fast-paced world of business automation, staying ahead means leveraging the latest tools effectively. That's where I excel: - Make.com & Zapier mastery: Creating complex, multi-step workflows that other automation specialists shy away from - AI integration expertise: Harnessing ChatGPT, DALL-E, and Claude for truly intelligent automation - Custom API development: When off-the-shelf integrations aren't enough, I build bespoke solutions My approach begins with a deep dive into your business processes. I believe that effective automation starts with a thorough understanding of your unique challenges and goals. This allows me to craft tailored solutions that truly meet your needs. I've developed dozens of automation systems that not only streamline operations but also drive business growth. From AI-powered content engines to intricate lead nurturing systems, I create solutions that give your business a competitive edge. In search of an automation expert who values transparency as much as efficiency? I provide regular updates, high-quality integrations, and robust systems designed for long-term success. Let's connect and bring your automation vision to life.

Operations & Workflow
Copywriting
Project Workflows
Marketing Operations & Workflow
CRM Automation
Make.com
API Testing
API Integration
ChatGPT
LLM Prompt Engineering
Automation
Email Automation
Email & Newsletter
Email Campaign Setup
SEO Content
Content Creation
$100 hourly
Taryn W.
- 5.0/5
- (9 jobs)
Business Operations and certified Project Management Professional (PMP) with over 15 years of experience leading strategic and day-to-day operations to deliver against business objectives. I specialize in working with agencies and startups to build the systems, processes, and operational infrastructure required to increase profitability and effectively scale. I will streamline your workflow, audit your organizational structure, recommend and implement systems + tools to enhance productivity, and identify opportunities to maximize operational effectiveness. I don't just provide recommendations. I excel at implementing business transformation and change management initiatives. I am a project management expert with a proven track record leading large-scale global projects and directing geographically diverse, cross-functional teams. I specialize in agency & client service-based organizational structures and workflow.

Operations & Workflow
Marketing Operations & Workflow
Business Consulting
Project Workflows
Business Coaching
Agile Project Management
Asana
Continuous Improvement
Process Design
Process Development
Change Management
Leadership Coaching
Project Management
Process Improvement
Business Operations
$65 hourly
Katarina D.
- 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

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
$250 hourly
Spencer J.
- 5.0/5
- (3 jobs)
ＵＮＬＯＣＫＴＨＥＦＵＬＬＰＯＴＥＮＴＩＡＬＯＦＥＭＡＩＬ 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 ＷＨＹＭＥ？ ⦿ 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!

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
$175 hourly
Diana H.
- 5.0/5
- (5 jobs)
Hi there! I'm Diana, a Fractional CMO and marketing consultant based in the Greater Philadelphia area. I'm a passionate storyteller and love to help B2B SaaS and tech brands that are pioneering unconventional solutions. With over 15 years of experience working with startups (pre-seed, seed, series A, series B), I have developed and executed marketing strategies resulting in growth, venture capital, and exits. Areas of expertise: + Marketing strategy and planning + Fractional CMO services + Positioning and messaging + Brand strategy and development + Go-to-market strategy and planning + Product marketing and launches + Partner marketing / partner ecosystems + Marketing team leadership and coaching + Marketing tech stack management I'm here to guide you through the world of modern marketing. I look forward to meeting you soon. Best, Diana

Operations & Workflow
Email Marketing Strategy
Corporate Communications
Marketing Automation Strategy
Marketing Audit
B2B Marketing
Marketing Operations & Workflow
Marketing Plan
Marketing Management
Freelance Marketing
Marketing Strategy
Marketing Consulting
Brand Positioning
Marketing
Marketing Communications
Product Marketing
$110 hourly
Stephanie B.
- 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

Operations & Workflow
CRM Automation
Stripe
Asana
Slack
Make.com
Squarespace
Typeform
Marketing Operations & Workflow
Microsoft Excel
Google Sheets
Community Strategy
Zapier
ConvertKit
Notion
Airtable
$165 hourly
Colin S.
- 5.0/5
- (2 jobs)
Data-driven marketer with over a decade of experience leading in-house and agency operations across email marketing, demand generation, and MarTech. + directed internal and external teams in small and global organizations + delivered over 500M emails + supervised $M+ paid media demand gen campaigns + led multiple CRM and ESP migrations + executed campaigns on 6 continents (no penguins)

Operations & Workflow
Marketing Automation
Marketing Operations & Workflow
MarTech
Email Marketing
Lead Generation
Digital Marketing
$52 hourly
Ryan K.
- 5.0/5
- (5 jobs)
Hi, I'm Ryan I recently worked with two marketing agencies to redesign their CRM systems (primarily GHL) to focus on improving these metrics: ✅ Reducing Customer Acquisition Cost: By streamlining lead flow, reducing manual touchpoints, and improving lead-to-opportunity conversion rates ✅ Lead Response Time - Creating automations for faster follow-up on inbound leads—reducing delays from hours (or days) to minutes. ✅ Improving Lead-to-Opportunity Conversion Rate with better qualification, nurturing, and segmentation ✅ Revenue per Lead -------- Also, at previous companies I: Generated $2.4M in closed pipeline at a B2B SaaS company through automations to save hundreds of hours of personalized outreach, lead follow-ups, and proposal generation. I profitably managed our $3 Million MRR paid media channels on the growth marketing team for "The Points Guy" - a travel media brand under Red Ventures (A digital marketing company valued at over $1 Billion.) When you work with me, expect a business partner more than just a freelancer. I'm here to challenge your thinking, and develop systems and processes to scale your business. I genuinely enjoy finding ways to optimize systems and workflows to create leverage for you and your business. Thanks, Ryan P.S While I have expertise in B2B SaaS, Digital Marketing, and Health and Wellness (obsessed with fitness and longevity), I would encourage you to still reach out because I enjoy the challenge of solving problems in new environments.

Operations & Workflow
CRM Development
CRM Automation
Marketing Operations & Workflow
Business Operations
Sales Operations
AI Implementation
Business Process Automation
Automation
Growth Hacking
Marketing
Lead Nurturing
Lead Magnet
Sales Funnel Builder
$60 hourly
Shanique M.
- 5.0/5
- (65 jobs)
***Highlights about me*** # Upwork Top Rated Plus Freelancer - been on since the Odesk days # BSc. In Management Studies - Accounting # MSc In Managerial Psychology # Goofy with a touch of sarcasm - if you're into that! *** Experience and Authority *** In the past 10 years, I have helped clients to create and improve their client communications and internal systems. Call me your strategic technician and implementation master as I am able to look at the big picture and make pragmatic decisions to fit the now. *** I Can Help You*** - Identify and employ better tactics to manage current and future clients and improve client retention - Setup and configure Hubspot, Asana, Zoho, Slack, and Monday.com according to the needs of your business. - Create long and short term business plans (including defining project scope, setting targets for milestones, resource allocation) - Audit and improve your internal operations systems - Make strategic business decisions - Improve your team's productivity and overall success - Implement basic and highly advanced workflows and automation

Operations & Workflow
Asana
Jira
HubSpot
SEO Strategy
Sales & Marketing
Social Media Marketing
Marketing Operations & Workflow
Learning Management System
Client Management
Social Media Content Creation
Social Media Management
Management Consulting
Business Operations
Project Management
Strategic Plan
$45 hourly
Jake F.
- 5.0/5
- (8 jobs)
If you're looking to generate & convert more leads online and want a results-driven approach, look no further! I specialize in crafting compelling copy for landing pages, emails, and websites as well as designing online sales funnels and automating email campaigns to generate and capture more highly qualified leads. I've worked with clients from all different industries including a B2B human resource technology company to a zombie accessory eCommerce company. I’ve also managed the entire outbound digital marketing strategy for a technology startup and a national insurance company. Let's grow your customers together!

Operations & Workflow
Sales Writing
Marketing Operations & Workflow
A/B Testing
Email Marketing Strategy
Google Analytics 4
Conversion Rate Optimization
ActiveCampaign
HubSpot
Lead Generation
Email Marketing
Landing Page
Marketing Strategy
Copywriting
Marketing Automation
$225 hourly
Liz P.
- 5.0/5
- (53 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

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
Megan S.
- 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

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
$60 hourly
Justin A.
- 5.0/5
- (42 jobs)
Save time and money with a CRM built for your needs. As a Certified CRM Expert specializing in HubSpot and Go High Level, I empower small businesses, marketing agencies, and entrepreneurs to thrive. By designing tailored automations and workflows, I help you save money and boost revenue, enabling you to focus on growing your business. With a strong background in automation and business operations, I guide you through the messy stages of designing and configuring a CRM that is tailored to your business, sales, and marketing needs. I take care of the complex, behind-the-scenes work, allowing you to focus on growing your business. We begin by thoroughly defining your current workflows, followed by mapping out new solutions that simplify and enhance your processes. Finally, we implement these solutions with robust testing and provide hands-on support to ensure everything operates seamlessly. (Take 60 seconds to watch video to the left.) I help clients with: ✅ Hubspot ✅ Go High Level ✅ Workflow Design & Optimization ✅ Hands-on support & Training ✅ Marketing, Sales & Business Operation Automation ✅ Software & Application Integration ✅ Data Collection & Reporting ✅ Process Design & Improvement Book a 20-minute consultation to explore how we can streamline your operations, amplify your marketing efforts, or scale your agency. I’ll provide a detailed proposal, timeline, and cost breakdown afterward, tailored to your specific needs.

Operations & Workflow
CRM Software
Marketing Automation Strategy
System Automation
SaaS
Process Optimization
Business Operations
Problem Solving
Automation
HighLevel
Customer Relationship Management
WordPress
Marketing Operations & Workflow
CRM Automation
HubSpot
Marketing Automation
$75 hourly
Toniann A.
- 5.0/5
- (10 jobs)
🚀 Transforming Ideas into High-Performing Systems with HighLevel! 💻✨ Hey there! 😊 I’m Toniann, a certified HighLevel Admin with over 3 years of experience specializing in crafting seamless systems through advanced funnels and automations. My expertise lies in creating not just visually appealing setups, but systems that work effortlessly behind the scenes to boost efficiency and save valuable time. I’ve partnered with agencies to launch and optimize their operations, turning client visions into reality with HighLevel. From intricate sales funnels to tailored automation workflows, email/SMS campaigns, and custom CRM solutions, I’m dedicated to refining your business processes for maximum impact. Think of me as your behind-the-scenes wizard 🪄, meticulously connecting every component to ensure a polished experience for your audience. Got a project in mind? Let’s connect and discuss how I can help streamline your GHL setup! Hourly Client Rate: $75 per hour ChromaMarketingCo.com Clients: Rate based on marketing package.

Operations & Workflow
Funnel Testing
HighLevel
Canva
Branding & Marketing
Website Customization
Online Store Customization
Sales Funnel Implementation
Marketing Operations & Workflow
Marketing Automation
Course Creation
Sales Funnel Copywriting
Sales Funnel Builder
Sales Funnel
Website Builder
Website Content
$140 hourly
Omari A.
- 4.8/5
- (29 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!

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
$80 hourly
Morgan E.
- 5.0/5
- (44 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.

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
$50 hourly
Sage M.
- 4.5/5
- (8 jobs)
Experienced Marketing Operations Professional and HubSpot Specialist with a diverse skill set and a strong background in digital marketing and analytics. I specialize in designing and executing high-performing campaigns, optimizing sales funnels, PPC, and implementing automated email marketing strategies to drive measurable results. With extensive experience in developing innovative marketing strategies, managing digital projects, and leading marketing teams, I excel at assessing projects, promoting products and services, managing workflows, and collaborating with stakeholders to ensure seamless execution. I have also managed lifecycle and email marketing campaigns, analyzing performance to improve effectiveness and drive engagement. Armed with a bachelor’s degree in Business and Marketing, numerous certifications, and expertise in tools like HubSpot, Salesforce, 6 sense, and Google Analytics, I bring a results-driven approach to every initiative. I’m passionate about driving marketing success and delivering impactful solutions to achieve organizational goals. Let’s work together to elevate your marketing strategy!

Operations & Workflow
Data Analysis
Automation
Marketing Management
Digital Marketing
Marketing Operations & Workflow
Social Media Advertising
LinkedIn Campaign Manager
Google Ads
Analytics
Marketing Strategy
SEO Strategy
SEO Audit
Advertising
Email Marketing
Email Marketing Strategy
$30 hourly
Clarissa S.
- 5.0/5
- (5 jobs)
Hi! I am Clarissa, I am a virtual assistant with experience providing administrative support in a variety of contexts, from assisting an accomplished physician set up and run her own practice, to managing the inbox and weekly tasks of an VC fund General Manager and his team. I aim to complete every task sent my way in a timely and thorough manner - client satisfaction is of utmost importance to me. I am a quick learner and am willing to wear many different hats in order to provide personalized support. Feel free to reach out to chat! Overview * Proficient with Microsoft Office, G Suite, Canva, Mailchimp * Experience with task management through CRMs such as Monday.com and Todoist * Excellent professional communication skills; specially trained in public speaking * Fluent in Spanish and English * Flexible schedule * Highly organized and diligent worker Areas of expertise * Calendar and task management (organizing meetings and appointments according to your needs) * Email management (screening, organizing emails so you don't miss what's important) * Research; providing write-ups and summaries on different topics * Data entry, management, analysis and consolidation * Data design and visualization * Copywriting, proofreading, editing * Creation of presentations, flyers, graphics

Operations & Workflow
File Management
Copywriting
Project Workflows
Marketing Operations & Workflow
Communication Skills
Editing & Proofreading
Calendar Management
Meeting Agendas
Meeting Notes
Meeting Scheduling
Appointment Scheduling
Email Support
Receptionist Skills
Virtual Assistance
Administrative Support
$50 hourly
Noah K.
- 5.0/5
- (42 jobs)
I'm an award-winning creative writer turned founder in the technology space (exited 2x). Top rated plus on Upwork (Top 3% of talent). I'm very good at what I do. Mostly, I focus on GTMs, capital advisory, operations management, and fractional C-suite work. See experience below. EXPERTISE: 1) LATAM business, strategy, and commerce. 2) Full Cycle B2B Sales strategy. 3) Financial analysis. 4) Market Research. 5) Pitch Deck preparation. 6) Capital raising. 7) Internet of Things (Smart Infrastructure, Radio Frequency Communication, RFID, NFC) 8) Supply Chain Logistics 9) Sourcing (China, SEA, Korea). 10) Agtech. 11) Hardware/Hardware as a Service. 12) Software/Software as a Service. 13) Product Development. 14) SCRUM/AGILE. 15) Product Ownership.

Operations & Workflow
Business
Market Research
Business Development
Business Coaching
Business Consulting
Marketing Operations & Workflow
Writing
Business Operations
Business Analysis
$85 hourly
Antonio P.
- 5.0/5
- (52 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.

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
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