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Freelance Organizational Plans professionals

Name: Organizational Plans professionals
Brand: Upwork
Rating: 4.8 (526 reviews)

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$20 hourly
Carlos Eduardo H.
- 4.9/5
- (105 jobs)
With more than 7 years of experience as a professional math tutor, I have helped students from elementary school to college excel in mathematics, statistics, and standardized test preparation. I specialize in preparing students for major exams, including: ✔ SAT, ACT, GED, GMAT, GRE, TOEFL, IELTS, and DSAT ✔ Math SL & HL (IB), AP Calculus, AP Statistics ✔ Algebra, Geometry, Trigonometry, Pre-Calculus, and Advanced Math Why Choose Me? ✅ Proven Results: My students consistently achieve higher test scores and gain confidence in math. ✅ Personalized Learning Plans: I customize lessons based on each student's unique strengths and areas for improvement. ✅ Expert in Online Teaching: My advanced online tutoring setup includes high-speed internet, a secondary connection, and backup power for seamless, uninterrupted lessons. ✅ Engaging & Effective Teaching Methods: I use a step-by-step approach, real-world applications, and interactive problem-solving to enhance understanding. ✅ Comprehensive Subject Coverage: In addition to math, I teach statistics, chemistry, physics, Spanish, English, and study skills to maximize academic success. Test Prep & Math Tutoring Tailored to Your Needs 🚀 SAT & ACT Math & English – Master algebra, problem-solving, reading comprehension, and writing techniques to achieve top scores. 📚 IB & AP Math Tutoring – Get expert guidance in IB SL/HL Math, AP Calculus AB/BC, and AP Statistics with structured lessons. 🎯 Personalized Study Plans – I design customized tutoring programs that focus on weak areas, test-taking strategies, and exam confidence. Get Started Today! If you're looking for a dedicated, results-driven tutor who specializes in math, test prep, and academic coaching, I’d love to help you achieve your goals! 📩 Contact me today to schedule your first lesson and start your journey to success!

Organizational Plans
LaTeX
Differential Calculus
High School
Academic K-12
Geometry
Elementary School
Teaching Algebra
Calculus
Tutoring
Algebra
Pre-K
Mathematics
SAT Preparation
Middle School
Mathematics Tutoring
$200 hourly
John F.
- 5.0/5
- (4 jobs)
My experience as a management consultant provides me the foundation to work with companies in the areas of strategy, business modeling, operations, finance, cost reduction and cash flow analysis. I have worked with businesses in manufacturing, professional services, financial services, media, entertainment and education, as well as organizations in education nonprofit and governmental sectors. I served at Ernst & Young and Unisys as an executive for businesses in New York, Milan and Europe. I have extensive experience with strategic, financial and operations solutions. I have served as a board member for two education companies as well as the CEO for one of them. For the past 12 years I have worked at two universities at the colleges of business and directed their graduate business programs including online and professional MBA and Master of Accountancy programs.

Organizational Plans
Business Consulting
Training
Program Management
Business Transformation
Leadership Development
Business Management
Strategic Planning
Business Change
Management Consulting
Organizational Plan
Project Management
Business Process Reengineering
Organizational Design & Effectiveness
Business Analysis
$175 hourly
Tara H.
- 5.0/5
- (61 jobs)
Hey, I'm Tara and I want to help your team organize their projects and tasks to work more efficiently by implementing better workflows within monday.com. I have been working with monday.com since 2015 and love creating new workflows and dashboards that are simple yet powerful to streamline operations and improve productivity. I take the time to get to know my client and understand their business, specific needs and current processes so we can build a workflow that will save you time and let you focus on growing your business. In addition, I have built a custom solution that guides and organizes companies who are looking to receive ISO 9001 certification. Get in touch today so you can learn more about this solution.

Organizational Plans
Process Improvement
Automated Workflow
Organizer
Organizational Design & Effectiveness
Project Management
Organizational Plan
Project Workflows
Project Scheduling
Marketing Management
Process Optimization
Project Timelines
Project Plans
$65 hourly
Thomas L.
- 4.8/5
- (14 jobs)
I am a civil litigation paralegal. My work history includes complex matters before the United States District Court for the Southern District of New York, the United states District Court for the Eastern District of New York, as well as the Supreme Court of the State of New York in the Counties of Suffolk, Nassau, Kings, Bronx, Westchester, Rockland, Putnam, Orange, as well as the District Court of Nassau County, the District Court of Suffolk County, and the New York City Civil Court. Additionally, I have experience in pre-litigation support with Federal, State and Local administrative agencies such as the United States Equal Employment Opportunity Commission (EEOC) and the New York State Division of Human Rights.

Organizational Plans
Legal Research
Communications
Microsoft Excel
Organizational Plan
Organizational Behavior
Contract Law
Legal Consulting
Microsoft Office
Microsoft Outlook
DocuSign
Adobe Acrobat
Microsoft Word
$95 hourly
Stephen M.
- 5.0/5
- (27 jobs)
✅ Upwork Top 1% Talent ✅ Expert Vetted With more than 20 year’s global experience as a Senior Management Consultant (ex-IBM), I specialize in strategic planning, organizational design, and operational alignment. Through visualization and modelling, I help business leaders translate strategy plans into effective implementation programs and deliver key results. My primary skill areas are: ⭐ Business Analysis ⭐ Strategy Planning and Operational Alignment ⭐ Business Modelling ⭐ Organizational Design ⭐ Business Process Design and Reengineering I am also a Certified Business Architect as well as the author of multiple whitepapers, articles, and implementation guides covering the strategic alignment of business, operations, and IT. Finally, take a look at what my Upwork clients are saying about my work: "Stephen once again went above and beyond in terms of delivering a top quality report to exacting standards, remaining calm and professional in the face of constantly shifting client requirements." - Nov 2024 "Stephen was a lifesaver! He helped me rescue a project that was at risk of failure by being able to see the bigger picture before identifying the structural changes that quickly needed implementing. He showed great attention to detail and I could always depend on him to complete the jobs to a very high standard and with a fast turnaround time." - Jan 2024 "Stephen was a pleasure to work with. He took the time to make sure he understood our vision so he could create the right deliverable. He was great at communicating and was always available if we had questions. Working with him was a good experience all around." - Aug 2023 "Stephen has an uncanny ability to dissect issues and uncover insights that elude other freelancers. His suggestions and recommendations worked like magic. I highly recommend." - Feb 2023

Organizational Plans
Change Management
Operational Planning
Business Process Modeling
Business Plan
Project Management
Research & Strategy
Business Strategy
Business Operations
Strategic Plan
Strategy
Organizational Design & Effectiveness
Business Modeling
Business Consulting
Management Consulting
Business Analysis
$89 hourly
Lidia R.
- 5.0/5
- (8 jobs)
✅ I help small & medium enterprises and entrepreneurs unlock productivity, efficiency, and success with strategic process streamlining and Project Management Techniques. ✔️ TURNING EXPERTISE INTO ACTION: After spending more than 7 years mastering the complexities of large corporations, I chose to redirect my career toward empowering SMEs with the same techniques used by the big players. I help SMEs to become more organized, streamline their processes, and implement effective project management techniques which lead to increased productivity, better use of resources, and ultimately improved outcomes. If you have any questions or need advice related to organizational strategies, process optimization, or project management techniques, feel free to ask. I am passionate about process creation and implementation, converting painful chaos into efficient and productive order. I enjoy managing projects and leading teams to success. 🚀 BACKGROUND: With a degree in civil engineering and over 7 years in the UK Water and Construction Industry, I've learned the ins and outs of making things work. From designing to managing, I've got it covered. But my true passion? Creating smooth processes for projects and teams. I've explored different ways of doing things, from classic to modern methods, to make sure I can meet any challenge. Today, I serve clients worldwide, immersing myself in their visions, and tailoring the most potent project management techniques to their unique needs. I take your ideas, mix in the best project tricks, and make sure we not only reach your goals but surpass them. Let's connect and redefine what success means for your business. 🏭 INDUSTRIES: Water Industry, Food Industry, Construction Industry, Web 3, Engineering, Social Organisations 🥇QUALIFICATIONS: SCRUM Master Certified by Scrum.org Project Manager certified by APM #engineering #project manager #change manager #transformation manager #entrepreneurs #start-up #Water-Industry #Food-Industry

Organizational Plans
Project Engineering
Project Plans
Problem Solving
Executive Support
Project Delivery
Project Management Professional
Critical Thinking Skills
Organizational Plan
Project Scheduling
Management Skills
Partnership Development
Business Development
Leadership Skills
$20 hourly
Usama S.
- 4.9/5
- (334 jobs)
When DONE CORRECTLY a product manager can add value to the product by performing the following tasks - Strengthen collaboration between internal teams - Have a universal translator for technical information - Clearly defines expectations - Aligns market needs - Reduces risk of product failure However, who would decide if there is a better way of doing tasks , managing and communicating them to the team and all the stakeholders. This is where I come in and help the team out with all of their problems in trying to sort things out for a product and ensure that they are ahead of their competitor and achieve their business goals and align them accordingly Why bring in a product manager? - Developing and explicitly communicating the Product Goal - Creating and clearly communicating Product Backlog items - Ordering Product Backlog items - Ensuring that the Product Backlog is transparent, visible and understood. What should you expect? Step 1: Analyze and study your current processes and organizational structure. Step 2: Recommend the best Project Management tool as per your needs and implement it or improvise your current tool. Step 3: Create dashboards and generate reports for easy project and process management. Step 4: Define project development goals and create a vision for the product Step 5: Manage your product backlog according to the client needs Step 6 :Anticipate client needs and work towards that to ensure client needs are meet Step 7 : Analyze product progress at each iteration and ensure that it is running smoothly and it is a constant cycle that we flow ✅ 10+ Yrs Exp ✅ Business Analysis ✅Project planning and Costing ✅ Remote team management ✅ Excellent reporting ✅ Flexible availability 👨‍💻Why me? I believe in planning and being organized. That's a recipe for success 📞Clear Communication Very comfortable talking via Text, Voice, and Video ✍Number of Projects? Delivered 50+ projects in my career My extensive experience and skills in project success, cost reduction and implementation make me the ideal candidate to help you reach your goals. I have a proven track record of successfully managing projects, with a focus on cost reduction. I have extensive experience with monday.com and Clickup /Notion Templates developed strategies to optimize its use and ensure projects are completed on time and within budget. I understand how to best leverage its features to ensure the success of your projects, and have the necessary skills to ensure its successful implementation. My Key Expertise and tools Monday.com Automation Monday.com Process Management Project Management Project Manager Notion Clickup/Monday/Notion Templates Clickup Automation Asana

Organizational Plans
Zapier
Automation
Notion
Project Workflows
Organizational Plan
Project Management
Process Development
Process Design
Technical Project Management
Automated Workflow
Process Improvement
Product Management
ClickUp
Jira
Asana
$150 hourly
Lee Ann P.
- 5.0/5
- (38 jobs)
I am an experienced "C" Suite executive, MBA, entrepreneur, and author. I am a Board Certified Executive Coach and a certified Master Facilitator. I help organizations create high performing leadership teams - and I help individual leaders become more effective in their roles. I can be your strategic adviser to share my experience in finance, human resources, strategic planning, training and leadership development to take your organization to the next level. I specialize in developing content, training courses, coaching and facilitating to help you, or your newly promoted management staff, transition from a technical role to a leadership role.

Organizational Plans
Business Consulting
Executive Coaching
Management Skills
Workshop Facilitation
Interview Preparation
Training & Development
Employee Engagement
Career Coaching
Business Coaching
Leadership Development
Public Speaking
Curriculum Development
Organizational Plan
Leadership Training
Strategic Plan
$100 hourly
Alvin L.
- 5.0/5
- (7 jobs)
Let me help you optimize and scale your business, manage your most critical projects and deliver your next-generation software. OPTIMIZING AND SCALING YOUR BUSINESS As a well-rounded and seasoned management consultant, I will help you solve your most pressing business challenges. With my proprietary IMPACT solution framework, I will transform your sales and marketing programs, organization design, business operations and technology adoption - building on my successes and lessons learned from over 15 years of IT, HR and management consulting experiences from Accenture and Protiviti. - Scaled practices at Accenture and Protiviti by up to 30% CAGR - Led organization design, operational excellence and digital transformation initiatives of 160+ clients globally, from strategy to operations - Supervised $1B+ consulting revenues to-date - Created over 10,000 content pages for marketing campaigns, sales pursuits, training and executive briefings MANAGING YOUR MOST CRITICAL PROJECTS As a visionary and results-driven project management leader, I have optimized project portfolios and lead large-scale, complex programs across diverse industries for over 25 years. I am an expert in aligning project management practices with business strategy to achieve strategic goals, enrich human experiences and deliver sustainable growth. I have proven track record of rescuing over 20 troubled projects, developing high-performing teams from 5 to 1,700 people and implementing enterprise-wide PMO frameworks that improve governance, risk management, and value delivery. DELIVERING YOUR NEXT-GENERATION SOFTWARE As COO of The AES Group, I can mobilize a world-class global team in less than a week to deliver cutting-edge, user-centric, and cost-effective software solutions designed for your long-term relevance and competitive advantage. Delivering new software functionality ready for production deployment every two weeks, our team will come with a blended rate of just $25/hour. The AES Group has served clients like Starbucks, Nordstrom, CVS Health and Microsoft for over 20 years.

Organizational Plans
Design Thinking
Mobile App Development
Cloud Services
Software Development
Agile Project Management
Project Management Office
Project Management
Business Change
Business Operations
Organizational Design & Effectiveness
Sales & Marketing
Management Consulting
$220 hourly
Tracy B.
- 5.0/5
- (10 jobs)
I provide management consulting and operational expertise for CEOs, COOs, project executives, and investment firms seeking to strengthen organizations through strategic growth, operational improvement, and financial optimization. My services are particularly valuable to contracting, service, and industrial companies, offering an expert, objective perspective to enhance performance, improve financial health, and streamline workflows. My operations-driven approach emphasizes process refinement, job costing, change order management, and business valuation—helping businesses build scalable, high-performing structures. Additionally, I provide transactional and post-acquisition advisory services to institutional investors, private capital groups, and corporate development teams assessing potential acquisitions or integrating newly acquired firms. My expertise in Confidential Information Memorandum (CIM) analysis, due diligence, and risk identification ensures that investment decisions are guided by operational realities, not just financial models. With experience founding three companies and holding C-suite roles such as CEO and COO, I understand what drives success at both strategic and executional levels. My expertise in CRM integrations, ERP systems, and financial benchmarking ensures that businesses have the right tools to scale effectively. Areas of Expertise: ✔ Business Valuation & Operational Assessment ✔ M&A Due Diligence & CIM Analysis ✔ Post-Acquisition Integration & Optimization ✔ Change Order Management & Job Costing ✔ Strategic Growth & Leadership Development ✔ CRM & ERP Systems Implementation ✔ Financial Analysis & Benchmarking ✔ Process Improvement & Workflow Optimization My credentials include Certified Management Consultant (CMC), PMP, and LEED AP BD&C, along with a Harvard Business School credential in Business Analytics, Economics, and Accounting. I bring a pragmatic, operations-first perspective to business transformation, ensuring companies are not just financially sound but built for sustained success and scalability.

Organizational Plans
Construction
Project Management Professional
Management Skills
Building
Executive Coaching
Management Accounting
Construction Monitoring
Business Coaching
Business Management
Business
Economics
Management Consulting
Business Analysis
Business Operations
Project Management
$125 hourly
Grace W.
- 5.0/5
- (18 jobs)
As a Fractional COO/Business Coach with 15+ years of experience, I help companies transform operations, streamline processes, and achieve sustainable growth. My expertise lies in optimizing workflows, building high-performance teams, and implementing scalable systems that align with your vision and drive profitability. In the past 5 years I have led the delivery of over $20 million in business value to the organizations I served. Key Projects: Freelance Projects: Jefferson County Alabama (July 2023-Nov 2024) Delivered over $10 million in operational efficiency savings working 10-15 hours per week facilitating workshops, documenting processes, providing coaching and recommendations for improvement. Nice Find Wholesale (April 2023-Jan 2024) As Fractional COO for this reverse logistics and e-commerce company I transformed operational effectiveness by implementing the Entrepreneurial Operating System (EOS), establishing key performance indicators, and developing robust process documentation. I strengthened accountability across the organization while providing strategic coaching and leadership to the executive team. The Paper Memory (April 2024-September 2024) As Fractional COO, I optimized business operations through systematic improvements in customer service, vendor relationships, and payment systems. I developed strategic recommendations that drove revenue growth while implementing process automation solutions to enhance operational efficiency. Skills: Facilitation, EOS, Lean/Six Sigma, Process Improvement, Process Automation, Business Coaching, Leadership Coaching, KPI, Project Management, Operational Efficiency, Continuous Improvement, Product, Agile, Training

Organizational Plans
Insurance Agency Operations
Staff Development
Continuous Improvement
Training & Development
Process Optimization
Business Coaching
Zendesk
Customer Experience
Lean Consulting
Data Analysis
Business Transformation
Strategic Planning
Business Operations
Change Management
$225 hourly
Carlo P.
- 5.0/5
- (70 jobs)
I am Founder and Managing Director of CP Consulting, a London-based market research and consulting firm, specialized in Financial Services. Before CP Consulting, I have previously worked in Bain & Company, Oliver Wyman, Lehman Brothers and Deutsche Bank. We offer our services via Upwork since October 2019 and have billed over $1mk+ since then. I have also achieved "Top Rated Plus" and "Expert Vetted" status. With over 25 years experience in management consulting and investment banking, my key strengths include corporate strategy, business development and new market entry, M&A, operational performance, innovation and technological implementation. I am actively involved in insurtech and fintech, having mentored innovative startups across Europe. I speak fluent English, Italian, Spanish and Portuguese. I hold a BA in Finance from Bocconi University in Milan, Italy and an MBA from the Wharton School at the University of Pennsylvania in Philadelphia, USA.

Organizational Plans
Business Planning & Strategy
Business Services
Financial Planning
Corporate Strategy
Investment Banking
Process Design
Business Presentation
Microsoft PowerPoint
Microsoft Excel
Resume Writing
Business Plan
Management Consulting
$125 hourly
Jim A.
- 4.9/5
- (14 jobs)
🚀 OKRs, Agile Leadership, Strategic Partner in Digital Transformation In today’s fast-moving business world, lack of clear strategy, misaligned teams, and slow execution can stall growth. Only 35% of digital transformation initiatives succeed, and 70% of organizations fail to execute their strategies effectively. If you’re leading a high-growth startup or scaling a business, you need clarity, alignment, and execution to win. That’s where I help. ⚠️ Your Challenges: • Lack of Strategic Development: Without a well-defined strategy, execution is reactive rather than intentional. • Misaligned Teams: Without clear direction, teams work on conflicting priorities, slowing execution. • Unclear Objectives: A lack of defined goals creates confusion, disengagement, and missed opportunities. • Digital Disruption: Many businesses struggle to effectively adopt and integrate new technologies. The reality? Without strategy, execution is chaotic. Without execution, strategy is useless. 🚀 How I Empower Leaders Like You: • I don’t just help you implement frameworks—I ensure they drive impact. A lot of companies “do OKRs” or “do Scrum,” but they don’t see results. The most common reason, they fail to operationalize the framework into the company, ensuring adoption. I work alongside your team to embed these frameworks into your company culture for long-term success. • I focus on business outcomes, not just process improvements. My approach is outcome-driven—helping you prioritize what matters and ensuring every initiative is tied to real, measurable business value. • I customize every engagement. There’s no one-size-fits-all approach. I tailor my coaching and strategy to your company’s specific needs, growth stage, and leadership challenges. • I help you move fast. Execution speed matters. You don’t have months to waste. I help you implement practical, real-world solutions quickly so you see progress in weeks, not quarters. We get to the heart of what is keeping you up at night, and develop a solution for achieving outcomes! 📈 Your Path to Success: • Clarity & Alignment: Every team member understands the company’s vision and their role in achieving it. • Agility & Execution: Your teams move faster, respond better to change, and deliver real results. • Growth & Innovation: Strategic initiatives lead to sustainable success, not just short-term wins. • Long-Term Strategy: You have a clear roadmap to growth, with execution frameworks that scale with your business. Success isn’t about working harder—it’s about working smarter. Let’s make it happen. 🔧 Let’s Collaborate: • Define a Clear Strategy: We’ll build a roadmap that aligns with your vision and ensures focused execution. • Implement Effective OKRs: Set up measurable, outcome-driven goals to drive company-wide alignment. • Build a High-Performance Agile Culture: Creating high-performing, adaptable teams that deliver value with speed and focus. • Scale with a Strategic Execution Plan: Define mission, vision, and long-term goals, ensuring strategy and execution are aligned. Clarity + Focus = Scalable Success. Let’s build a system that works for you.Your business deserves better than chaos. Let’s bring clarity, focus, and execution to your team. 📅 Book a consultation today and take the first step toward transforming your business.

Organizational Plans
Business Transformation
Go-to-Market Strategy
Strategic Planning
Business Development
Change Management
Executive Coaching
Leadership Training
Product Roadmap
Scrum
Product Development
Agile Software Development
Scaled Agile Framework
Jira
Kanban Methodology
$85 hourly
David V.
- 4.8/5
- (167 jobs)
Expert-Vetted UpWork talent with over $1,000,000 earned and 99% Success rate! With tens of thousands of professional consulting and implementation hours (total, including UpWork and non-UpWork). While I am NOT the cheapest, I bring a level of cross-platform experience and industry knowledge of all Project Management platforms. Are redundant tools, manual tasks, and scattered data slowing you down? I specialize in helping businesses of all sizes streamline their operations by eliminating inefficiencies, integrating the right software platforms, and automating tedious processes. With my support, you’ll reduce costs, save time, and free your team to focus on what really matters: growing your bottom line. What I Bring to the Table: Software & Platform Expertise: Skilled and certified in monday.com, Zoho One, ClickUp, Teamwork, Wrike, Smartsheet and dozens of other leading business management tools. Process Automation: Set up workflows and automations that cut manual work in half and minimize human error. Systems Integration: Connect disparate apps so data flows seamlessly across your organization—no more siloed information. Tailored Solutions: Each recommendation is platform-agnostic and driven by your specific goals and ROI objectives. Ongoing Support & Training: I provide structured onboarding, user training, and continuous optimization. Services Offered: Software Audits & Consolidation: Identify redundant applications, evaluate cost-saving opportunities, and recommend optimal software stacks. Custom Integrations & Automation: Create workflows that sync data between CRMs, project management tools, and other systems. Process Optimization: Analyze existing processes, propose enhancements, and implement changes that boost efficiency. Training & Onboarding: Develop easy-to-follow documentation and deliver engaging training sessions to ensure high adoption. Ongoing Consultation: Offer retainer packages for continuous improvement, feature updates, and hands-on support. Why Work With Me? Results-Focused: Every solution is measured by tangible improvements in time saved, error reduction, and ROI. Transparent Communication: I’ll keep you informed every step of the way with clear timelines and progress updates. Industry-Agnostic Experience: I’ve worked with clients in tech, finance, eCommerce, healthcare, and more—so I can adapt to your unique needs. Certified Solutions Partner: Zoho: 8 years Experience Zoho Authorized Partner Zoho CRM Certified Zoho Projects Certified Zoho Creator Certified Wrike: 4 years Experience Authorized Reseller Partner Authorized Channel Partner Authorized Deployment Partner (the only partner that holds all 3) Wrike Integrate Specialist Certification Wrike Advanced Analytics Certification Smartsheet: 5 years Experience Silver Smartsheet Aligned Partner (over 20 certifications) Monday: 4.5 years Experience Channel Partner Monday Master Certification Monday CRM Certification Monday Dev Certification Monday Product Specialist Certification Teamwork: 3 years Experience Enablement Partner Sales Partner Technology Partner ClickUp: 3 years Experience Enablement Partner Strategic Partner ClickUp Pro Certification

Organizational Plans
Asana
Agile Project Management
ERP Software
Process Improvement
Task Automation
CRM Software
Automated Workflow
Smartsheet
Zoho Platform
Zoho CRM
Wrike
Process Optimization
$185 hourly
Zark S.
- 4.9/5
- (145 jobs)
Need a thought partner to help sort your ideas into persuasive presentations which showcase your value? Doing your work and telling your story at the same time is a challenging task for everyone. With my help, your message will go the extra mile in convincing customers, leads, investors, donors, and executives. With a dynamic mix of strategy, design, writing, research, and facilitation, I help my clients translate their concepts into pitch decks, growth plans, reports, profiles, proposals, frameworks, web content, roadmaps, concept visualizations, and workshops. I can help you make the challenging task of selling your work to others much easier. Together we will construct powerful arguments that speak directly to the hearts and minds of your audience. My clients include founders, executives, consultants, teams, businesses, and institutions. I offer reasonable rates, flexibility, and quick turnaround. ------------- Guiding businesses in growth, I prototype solutions leveraging creative and relational capital to address human needs. I map strategy, build brand narratives, advocate for customers, and design the next experience, supporting the efforts of executives and innovation, design, development, and marketing teams. I lead teams through the challenge of effective storytelling, design, and branding using an immersive interview and synthesis process, converting divergent ideas, experiences, and agendas into persuasive marketing collateral, profile narratives, design concepts, and a fundamental understanding the bottom line “why?” At heart I am a practical creative devoted to efficient use of resource, be it energy, material, money or time. I catalyze change and innovation through empathic human interaction. And most of all, I like to roll up my sleeves and get it done now. --------- Specialties: Strategic Design Storytelling, Visioning, and Branding Higher Education Innovation Strategic Partnerships Service and Experience Design Design Research Framework Design Workshop Facilitation Sustainable Business Modeling Program Design and Development Professional Development and Training Innovation & Entrepreneurship Creative Leadership Organizational Change Design Thinking & Human-Centered Design

Organizational Plans
Customer Discovery
Business Planning & Strategy
Design Thinking
Facilitation
Writing
Creative Direction
Candidate Interviewing
Startup Consulting
Copywriting
Business Presentation
Presentation Design
$150 hourly
Richard H.
- 5.0/5
- (22 jobs)
My passion is to help busy leaders achieve their bold visions through a sharp focus and follow through on what matters most. There's more below ... but first a thought on money. Why do I do this? Because I like to help people. Typically when I propose on a job, I adjust my rate to the commitment and effort the job appears to need. If my standard rate seems out of your reach, it's always worth a quick chat. I'm more interested in the experience of working with new organizations and people than making a ton of money. Conversely complex projects may require more client investment. Expert at business operations that work seamlessly with one another. As a strategy & operations consultant I know how to quicky and accurately assess, analyze, and recommend changes to align people, processes, and strategy. From my time as an operating executive and general manager, I know what it means to implement change and manage the day-to-day for weeks, months, and years. For my clients this means I deeply understand your reality and have the training, frameworks, and hands-on experience to help you succeed -- without pissing off your people. - Fractional COO (Chief Operating Officer, Head of Operations, Operations Director) - Chief of Staff - Management Consulting | Management Consultant - Interim management (Operations, Administration, HR, Comms) - Project management - Strategy & strategic planning - OKR Coach - Startups - Communications (board, investors, executive, company, community)

Organizational Plans
Customer Service
Business Process Reengineering
Business Strategy
Program Management
Business Coaching
Customer Experience
Business Transformation
Project Management Office
Communications
Strategy
Change Management
Project Management
Management Consulting
Business Operations
Organizational Design & Effectiveness
$250 hourly
Carlos F.
- 4.9/5
- (181 jobs)
🌟 TOP 0.1% EARNER | $750,000+ | EXPERT-VETTED CFO 🌟 I specialize in driving profitability and scaling companies through strategic financial planning, M&A expertise, and startup funding. As a Fractional CFO with over 20 years of experience, including founding and exiting startups, I bring a unique blend of strategic insight and operational excellence to every project. FRACTIONAL CFO SERVICES * Strategic Financial Planning: Developing growth strategies for profitability. * Accounting Operations Management: Streamlining financial processes for efficiency and accuracy. * Startup Funding: Crafting compelling investor pitches and negotiating favorable term sheets. M&A Support: Ensuring successful transactions through thorough valuation and due diligence. SECTOR EXPERTISE Internet Software/SaaS, Big Data, IoT, AI, Gaming, Online Marketplaces, Healthcare, Real Estate, Supply Chain, Cannabis, Retail, Telecom, Media, and Blockchain. Recently, I've supported blockchain-based startups with whitepapers, business models, and token valuation. INVESTOR & ENTREPRENEURIAL BACKGROUND * Angel Investor: Managing Partner at Golden Seeds Angel Group, offering strategic insights from an investor’s perspective. * Entrepreneur: Successfully founded and exited multiple startups, understanding the unique challenges businesses face. PROFESSIONAL EXPERIENCE Senior roles in top-tier management consulting firms, advising Fortune 100 companies, combined with deep technical expertise from AT&T Bell Labs. EDUCATION * Kellogg MBA * MS in Computer Science * BS in Electronics Engineering Numerous 5-star reviews on my profile affirm my expertise and the results I deliver. As a Top Rated Plus and Expert Vetted professional, I’m among the top 1% of talent on Upwork, consistently exceeding client expectations. Ready to scale your business and achieve your revenue goals? Let’s connect and discuss how my expertise as a Fractional CFO can drive your company's success.

Organizational Plans
Funding Needs Assessment
Financial Analysis & Valuation
Finance & Accounting
Organizational Plan
Process Optimization
Operational Plan
Mergers & Acquisitions
Enterprise Risk Management
Venture Capital Consulting
Fundraising
Financial Management
Strategic Plan
$100 hourly
Jann S.
- 5.0/5
- (9 jobs)
I am a highly experienced nonprofit professional available for freelance consulting in a variety of areas of expertise. I'm know across the nonprofit sector for my ability to connect and collaborate effectively. Flexible, hard working and committed, I'm eager to engage with you in a virtual, freelance environment and will guide your project successfully from beginning to end. As the author of the Donor First Commitment, I am passionate about driving donor, supporter and customer engagement and satisfaction to improve loyalty and retention. I have extensive experience building strategic mid-level giving programs. I facilitate several mid-level giving benchmarking groups annually for networking and knowledge sharing. Areas of Specialty: Development of donor focused strategic programs; cross-functional team project management; nonprofit RFP creation and administration, evaluation and selection; donor services management, including gift processing, acknowledgements, and constituent services; database management; in- and outbound call center management; staff development, training, mentoring and performance management; process improvement for cost reduction and efficiency; building and maintaining integrated multi-channel marketing programs for diversified revenue growth.

Organizational Plans
Project Management
Strategic Plan
Database Management
Integrated Marketing
Fundraising
Facilitation
Cross Functional Team Leadership
Marketing Communications
Nonprofit Organization
$75 hourly
Luca P.
- 4.3/5
- (3 jobs)
COO and Senior Project Manager with 10+ years of experience in managing transformation projects and redefining operating models across sectors including automotive, telecom, government, and SaaS. Specialized in enhancing operations through the integration of technological capabilities such as AI and Machine Learning. Proven success in aligning business strategy with digital execution to drive scalable growth and operational excellence.

Organizational Plans
Business Modeling
Data Analysis
Project Insight
Project Finance
Project Delivery
Strategy
Business Activity Monitoring Software
Project Management Professional
Sales & Marketing
Business Analysis
Project Management Office
Business Development
Presentations
$200 hourly
Warren J.
- 5.0/5
- (92 jobs)
Top Rated Plus | Expert Vetted offers business consultancy across the world. Hi, I’m Warren, I am an Executive Coach and Business Mentor specialising in helping entrepreneurs and leaders unlock their full potential. Through my coaching, clients experience significant personal and business performance growth, resulting in high revenue growth, increased clarity of direction, and stronger leadership capabilities. What My Clients Achieve: • Clarity on vision, goals, and strategic direction • Accelerated business growth and faster execution of plans • Increased confidence in achieving ambitious targets • Enhanced leadership and decision-making skills through personalized coaching What I Bring to the Table: • Accountability Partner: I ensure my clients stay on track with their goals. • Proven Senior Leader and Mentor: Extensive experience in high-stakes corporate and startup environments. • Productivity and Performance Specialist: Expertise in the GTD (Getting Things Done) methodology for optimized productivity. Areas of Expertise: • Executive & Leadership Coaching: ICF-certified coaching to help leaders reach new heights. • Business Mentorship Specializing in Retail, Property, Startups, and Technology. • Go-To-Market (GTM) Strategy: Crafting and executing strategic GTM plans. • Productivity Coaching: Leveraging GTD methods for peak personal and professional performance. Career Highlights: • Led a Managed Services Organization for a Global IT Services company, focusing on scaling and operational excellence. • General Manager responsible for launching and expanding new business areas. • Co-Founder of three UK-based businesses in Property, Retail, and Consultancy. • Successfully raised over £300k on Seedrs for a retail business, scaling it from £0 to over £1m in revenue within two years. • Extensive experience in GTM planning, strategic development, and execution. • Mentorship roles with Virgin StartUp, Henley Business School, and TechStars Global Mentor. Industry Experience: With a diverse background across IT Services, Government, Startups, Travel, Retail, Consultancy, and Property, I bring a unique perspective to each client engagement. My industry insights allow me to tailor strategies that resonate in today’s complex business landscape. In an ever-evolving business environment, traditional education only gets you so far. My mission is to support your journey by unlocking new clarity, growth, and performance levels. If you’re ready to elevate your leadership and business to the next level, let’s start with an initial consultation to discuss how to partner to achieve your goals. “Knowing yourself is the beginning of all wisdom.” - Aristotle.

Organizational Plans
Market Planning
Coaching Session
Marketing
Sales Leadership
Coaching
Leadership Training
Leadership Skills
Business Consulting
Life Coaching
Career Coaching
Leadership Development
Business Planning & Strategy
Leadership Coaching
Business Coaching
Executive Coaching
$181 hourly
Brian T.
- 5.0/5
- (54 jobs)
Are you an entrepreneur that wants to take it to the next level? 100% of my coaching clients have shared they are more clear, inspired and energized after working with me. Let me help you find your mojo! I am a Top Rated Plus Business Coach on Upwork with 100% satisfaction score, contact me today! ⚡︎I can help you if you are struggling with these challenges: ● "I have no idea on how to get started with my startup" ● "Life has been chaotic and I need to get clear on my direction " ● "I don't have the energy or motivation right now to grow my business" ● "I want to get to the next level and I am not sure how to get there" ● "I'm starting a new chapter in my life and I need someone to hold me accountable" ● "HELP! I'm overwhelmed and I don't know what to do next" I focus on working with entrepreneurs with startups or small businesses. The process: Who are you? You are the main factor in your success. Why should your business exist? A purpose. How do you do things? Something that makes you unique. What do you offer? Your product or service. All success revolves around the answers to these four questions. All failure comes from a lack of understanding these questions. This is my method. It does not matter if you are a startup or an existing business, this is the core of your work and journey. A client had dozens of business ideas, I helped him launch just one. A client stopped chasing 3 different startups and now is an executive in a new business. One client grew from 5 to 50 employees in just two years. Let's get on a call today! We can set up an initial zoom call in a free 30 min consultation and I will explain how my process will get you the results you are wanting. Best regards, Brian **If you’re interested in working with me hit the Invite Freelancer button and send me a short description about you and your project.

Organizational Plans
Career Coaching
Business Analysis
Business Consulting
Personal Development
Business Plan
Business Modeling
Leadership Development
Startup Company
Startup Consulting
Growth Strategy
Innovation Strategy
Business Coaching
Entrepreneurship
Business Development
Life Coaching
$100 hourly
Hadeel H.
- 4.9/5
- (63 jobs)
I am your quintessential Integrator and Driver—your company's backbone and forward force. As an Integrator, I excel in creating harmony within the leadership team, ensuring that vision aligns with execution. I am the linchpin that holds the fabric of the organization together, responsible for operationalizing the business plan and delivering on the P&L. My role is pivotal in fostering clarity, ensuring effective communication, and maintaining organizational consistency. Leveraging logic and a results-driven approach, I adeptly navigate the myriad ideas of visionaries, translating them into actionable plans that resonate with the detail-oriented minds of technicians. My unique ability lies in bridging the gap between grand visions and the granular details necessary for their realization, making me an indispensable asset in translating ideas into tangible outcomes. As a Driver, my approach is action-oriented and task-focused. I thrive in environments that demand direct communication, confront challenges head-on, and prioritize urgent, adaptive planning. My learning style is active, favoring a holistic understanding that keeps the bigger picture in focus. I am motivated by practical applications of knowledge, with a penchant for inventive and pragmatic solutions. My adventurous spirit draws me to roles that not only challenge but also leverage my assertive and risk-taking traits. I excel in competitive settings, especially those that call for leadership, persuasion, and the management of ideas and people. My ideal workplace is structured and organized, clear in its authority lines and goals, with a definitive focus on results. I value positions that allow me to influence and drive towards organizational success, appreciating roles that grant me the opportunity to debate, manage, and present. My decision-making is guided by rational thinking and a reliance on facts, preferring objective analysis over subjective judgment. This analytical prowess enables me to evaluate strategies logically, choosing the most effective path with decisiveness and composure. In summary, I am a dynamic leader—straightforward, self-reliant, and focused on practical achievements. My leadership style is geared towards influencing and managing teams towards achieving organizational objectives. I thrive on challenges that offer status, authority, and the opportunity to lead with innovation. My ideal work environment is one where competition is healthy, success is measured by performance, and contributions are recognized and rewarded.

Organizational Plans
EOS
Business Writing
Startup Consulting
Marketing Management
Business Process Model & Notation
Marketing Advertising
Business Strategy
Sales & Marketing
Business Plan
Business Development
Business Analysis
$75 hourly
Petar B.
- 5.0/5
- (29 jobs)
🚀 Let’s create impact together! Is your business struggling with inefficiencies, slow workflows, or product challenges? I help companies streamline operations, optimize processes, and build customer-centric products—using AI, automation, and agile methodologies to drive efficiency, scalability, and strategic success. With 15+ years of experience across Operations, Product Management, and Digital Transformation, I’ve led cross-functional teams to deliver impactful SaaS, Health Tech, E-commerce, and Enterprise solutions across European and global markets. I specialize in: ✅ Operations & Process Optimization – Redesigning inefficient workflows for better performance ✅ AI & Automation-Driven Solutions – Implementing low-code/no-code automation to cut costs and save time ✅ Business Model & Product Strategy – Crafting scalable solutions with customer-centric roadmaps ✅ Agile & Lean Execution – Using Scrum, Kanban, and Design Thinking for optimized delivery ✅ Tech Integration & Digital Transformation – Driving seamless adoption of AI, ERP, CRM, and workflow automation tools How I Drive Efficiency & Growth: 🔹 For Operations & Process Management: 📌 Audit & identify inefficiencies → Automate workflows → Optimize processes → Train teams for seamless adoption 🔹 For Product Management & Strategy: 📌 Research customer needs → Define product vision → Build agile roadmaps → Drive data-driven decision-making 🔹 For AI & Automation Integration: 📌 Implement no-code automation → Optimize business workflows → Reduce manual effort & boost efficiency Industries & Clients I’ve Helped: 🔹 Tech & SaaS – AI automation, API integrations, workflow efficiency 🔹 Health Tech & Pharma – AI-powered solutions, business process automation 🔹 E-commerce & EdTech – Scalable platforms, customer engagement, monetization 🔹 HR & Talent Tech – Digital hiring solutions, ATS optimization 🔹 Finance & Public Sector – ERP & CRM implementations, budget automation What My Clients Say: 💬 "He constantly seeks new ways to improve operations and foster collaboration among teams." 💬 "A rare blend of business and technical expertise—his automation solutions saved us significant time and cost." 💬 "His leadership and data-driven approach helped us scale our product while improving operational efficiency." Core Skills & Expertise: 📌 Operations & Business Process Optimization – Automating and streamlining workflows 📌 Product Management & Agile Leadership – Driving roadmaps, backlog management, and execution 📌 Business Strategy & Value Proposition Mapping – Aligning business goals with tech solutions 📌 AI & No-Code Automation – Implementing scalable, intelligent automation solutions 📌 Business & Technical Consulting – Bridging business needs with scalable tech solutions Methodologies & Frameworks: 📌 Scrum | Kanban | Lean | Design Thinking | PLM | BPM Tech & Tools I Use: 📌 Automation & AI: Make, Zapier, Process.st, Flowise, Landchain, OpenAI 📌 Business & Product Mgmt: Miro, Asana, ClickUp, JIRA, Confluence, Camunda, BPMN 2.0 📌 CRM & ERP: Salesforce, Microsoft Dynamics, HubSpot, Veeva CRM 📌 Data & Analytics: SQL, Google Analytics, Power BI, Snowflake 📌 Low-Code/No-Code: Bubble.io, Webflow, Shopify, WordPress Why Work With Me? ✔ 15+ Years of Experience – Successfully led operations & product transformations ✔ Multi-Industry Expertise – Worked in Tech, SaaS, Health Tech, E-commerce, HR, and Finance ✔ AI & Automation-Driven Approach – Reducing inefficiencies and optimizing workflows ✔ Agile, Lean & Data-Driven Execution – Ensuring fast iterations and measurable impact ✔ Seamless Communication & Collaboration – Fluent in German, English, and Croatian Let’s Work Together! If you’re looking to optimize your business operations or build a high-impact product, I can help. 📩 Message me today to discuss your project!

Organizational Plans
Management Information System
Atlassian Confluence
Scrum
User Stories
Requirements Specification
Business Process Management
Requirement Analysis
Requirement Management
Product Management
Information Technology Strategy
Product Backlog
Agile Software Development
Data Science
Project Management
Communications
Business Analysis
$240 hourly
Jeff G.
- 4.9/5
- (123 jobs)
I have a history of high success in both the corporate and startup worlds: - Founded Hiperwall, grew it into a global multi-million-dollar business without investors - Managed Zetera global sales, marketing and manufacturing, helped raise over $20M - Part of the 4 person team that launched the Westinghouse line of LCD televisions - Oversaw a corporate turn-around at Premier mounts, restoring profitability and growth - Grew Canon computer sales by over 20% while increasing gross margin by 13% - Increased Compaq notebook sales by 50% to $500M annually in less than 1 year - Received a Silver Anvil from the Public Relations Society of America, their highest award I began my career as a software engineer, working for large enterprises like McDonnell Douglass and Xerox, as well as startup Dayflo, named software company of the year by PC Magazine. Over time, I transitioned to a technical marketing role, then through product management, brand management, strategic planning and eventually into general management. In 2000 I shifted my focus to the world of hi-tech startups. Since that time, I have worked exclusively for emerging companies as a consultant, employee, advisor, board member or founder. I am an adjunct college professor, teaching start-up skills to would-be entrepreneurs. I hold multiple granted patents, with additional patents pending, and am a published author whose work has appeared in preeminent publications such as PC Magazine, U.S. News & World Report, PC Computing and Digital Signage Magazine.

Organizational Plans
Communications
Business Plan
Marketing Strategy
Corporate Strategy
Corporate Brand Identity
Business Modeling
Business Coaching
Business Management
Product Marketing
Product Management
$125 hourly
Andrew F.
- 5.0/5
- (19 jobs)
Are you trying to figure out how to build your business? Perhaps you are an entrepreneur and struggle with how to develop the right systems and processes. Maybe your company is experiencing growing pains and you need advice and direction from a trusted source about how to scale quickly. My name is Andrew “Andy” Fischer. I am a Fractional COO/CHRO, Certified Business Coach/Consultant and have an MBA. I primarily work with business owners and CEOs through private practice. My specialty is working with start-ups through all phases of development and advising fast-growing companies. I am experienced at providing one-on-one coaching and consulting services, as well as completing deliverables for clients such as KPIs, financial projections and dashboards, HR materials, and other internal documents. As your Coach/Consultant, I work with you to: • Define a strategy; identify goals and targets. • Minimize risks and handle challenges. • Pinpoint areas of weakness. • Address the financial health and stability of the business. • Streamline operations. • Implement process improvement initiatives. • Mitigate HR headaches and build company culture. • Develop a plan that allows you to focus on what you’re most passionate about (why you started your business in the first place) and that sets you up to operate more efficiently, enjoy increased profitability, and experience less stress! As your Fractional COO/CHRO, I bring expert guidance and high-level management of the day-to-day administrative, business, and HR functions of your company, including expertise in: • Leadership • Strategic Planning • Process Improvement Initiatives • Business Partnerships and Vendor Management • Risk Assessment • P&L Management: cost analysis, revenue generation, financial projections, pro formas, dashboards, KPIs • Departmental Restructuring/Realignments • Human Resources: recruitment strategy, talent acquisition, onboarding, policy/procedure creation, employee training and development Before working in private practice, I held senior leadership positions at a fast-paced start-up, climbing the corporate ladder during my over 13-year career. With an in-depth understanding of how to scale operations for best results, I am skilled at guiding people and developing processes to ignite growth within an organization. Plus, my background in operations management coupled with my role as a former HR Director enable me to bring a unique perspective to my clients as I understand both the business and people side of an organization. Qualifications/Skills: • Education: MBA from Wake Forest University with a specialization in Entrepreneurship, Certified Business Coach, Certificate in Human Resources. • Experienced at providing coaching and consulting services to business owners and C-Suite executives, including over 3 years of Fractional COO and CHRO experience. Active private practice of clients from various sectors across the U.S. (Experienced at working with clients remotely and in different time zones.) • 13-year senior management career at a fast-paced start-up: managed day-to-day operational functions of multiple verticals, implemented systems and processes to drive revenue and growth, oversaw teams of 175+, and reported directly to CEO/CFO. Also, built the HR department to serve 1,000 employees; led department as HR Director for 3 years. • Demonstrated ethical leadership; respected for humility, diplomacy, and ability to instill trust. • Aptitude for decision-making and creative problem-solving. • Keen understanding of business fundamentals backed by a proven track record of outstanding performance at a start-up. • Proficient at helping clients identify ways to streamline operations for maximum efficiency. • Effective communication and collaboration with clients. • Excel at coaching clients through the process of minimizing risks and overcoming their hurdles to success. Interested in working together? I enjoy working with ambitious clients who are more than just passionate about their business or company. They are: • Serious about taking the steps to get to where they want to be. • Prioritize our partnership: show up for meetings on time, ask questions, take notes, etc. • Value having support along their journey. Please contact me if you are ready to reach your next level of success and want to speak further.

Organizational Plans
Business Planning & Strategy
Business Proposal Writing
Business Consulting
Business Writing
Startup Consulting
Business Coaching
Business Strategy
Human Resources Strategy
Business Plan
Recruiting
$45 hourly
Donna Grace D.
- 4.5/5
- (99 jobs)
🥇 TOP Rated Plus = Top 3% of all talent on Upwork! Are you looking for someone to make sure to get it done the first time? Try me! Clients I've worked will define me as engaged and passionate leader/freelancer. Easy to work with! A highly motivated individual with a keen understanding of your business needs, adept at designing and implementing efficient business workflows and processes using tools such as Monday.com, ASANA, ClickUp, and Trello. These are some of my core areas of expertise and what I'm passionate about. My skillset includes proficiency in: ◉ Monday.com, ClickUp, ASANA, Trello, Zapier (Integration & Automation) ◉ Slack, Todoist, Zendesk, JIRA , Microsoft outlook, G-suite ◉ Xero, QuickBooks, Freshbooks ◉ Dext.com, Easybills, Expensify ◉ Managing highly scalable projects. ◉ Boosting the operational results by conducting regular performance RCAs ◉ Improving, standardizing and documenting processes ◉ Highly proficient in G-suit, Pivot and Excel ◉ Create and develop Kanban, Checklists, Quality control forms & Charts ◉ Proven experience in financial planning In addition to the above, I bring expertise in: ◉ General Accounts and Administration ◉ Financial Modelling & Projections ◉ Prepare a Company's Budget from Scratch ◉ Build a Company's Profit & Loss Statement from Scratch ◉ Create professional charts in Microsoft Excel and Google sheets ◉ Forecast Various Types of Expenditures Please feel free to reach out if you have any questions or require further clarification. I am excited about the opportunity to collaborate and create a powerful workspace with you!

Organizational Plans
Automation
Asana
Process Integration
Trello
Zapier
Automated Workflow
Administrative Support
Process Design
Process Optimization
Process Development
Process Improvement
Xero
Digital Project Management
Intuit QuickBooks
$295 hourly
Steven S.
- 5.0/5
- (13 jobs)
👉 Top Rated Plus and Expert Vetted - One of the top management consultants on Upwork 👈 Do you own an agency, consultancy, or service business? If your business can’t survive without you because... 😒 You play a major role in guiding client strategy. 😧 There’s no one in a high-level operations role on your team. 😖 You’re the main driver of revenue at your company. Then keep reading... Does the thought of a three-week vacation excite you... then fill you with anxiety about your business? I know how you feel. I’ve been there myself. ❌ You’re frustrated that your team can’t run your business without you. ❌ Your business is preventing you from living your dream life. ❌ Another year of anemic growth and you’ll pull your hair out! It doesn't have to be this way! You know this. You just don't know how to get there. You’re in luck. I’ve built a system that will level-up your business, shift your mindset, and deliver MASSIVE improvements in operations, revenue, and your quality of life. Are you ready for: ✅ A growth SYSTEM that pours rocket fuel into your business 🚀 ✅ Crystal clarity on how to put your business to work for you 💎 ✅ Overcoming the anxiety keeping you chained inside your business ⛓ (the thinking that got you here will KEEP you there!) ✅ OWNING a businesses instead of operating one 💪 I've delivered & implemented strategies that have: 💥 Scaled an agency from $150k to $4mil ARR in 10 months 💥 Increased a digital marketing agency’s productivity levels by over 450%, dramatically increasing profitability 💥 Streamlined a SaaS product’s roadmap, reducing development costs by 45% while increasing execution speed by over 25%. 💥 Developed and executing a repositioning strategy that landed a web development agency a long-term contract with a Fortune 100 company 💥 Repositioned of an app development agency that grew recurring revenue from 2% to over 50% of total revenue within three month 💥 Built a sales organization of 65 sales people in two years 💥 Orchestrated & executed a legal & and business strategy that lead to a sale of key assets of a SaaS platform for a significant premium over the market value of the company The results speak for themselves: “Working with Brian has transformed my business. And more than that - my outlook and perspective on life. Revenue... we skyrocketed 260% in just 90 days! A genuine, thoughtful and extremely knowledgeable coach who gets results!" "Brian is intelligent, well spoken, and a brilliant strategist. In a short time he helped me get crystal clear on the next steps in my business. Two months ago I was working 60 hours a week. Today I’m down to 40 hours and working towards 30! Worth every penny." Are you tired of small, incremental improvements? Are you ready to make a REAL change in your business and your life? Then let's talk. A bit more about the guy behind these achievements (me!): I'm a 15-year veteran entrepreneur, I've got three 7-figure exits under my belt, I've coached & consulted over 1000 entrepreneurs. I’m not corporate. I won’t make you corporate. I challenge convention and I will challenge YOU. DISCLAIMER: Upwork makes me use my first name - but no one else does. Most people know me as S. Brian Smith, or just Brian 😁

Organizational Plans
Business Strategy
Business Coaching
Business Operations
Business Analysis
Executive Coaching
Life Coaching
Project Management
Change Management
Leadership Development
Management Skills
Executive Support
Strategy
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Last updated: May 17, 2025

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