Hire the Best Policies And Procedures Freelancers
in the United States

Clients rate our Policies And Procedures professionals
Rating is 4.8 out of 5.
4.8/5
Based on 185 client reviews
Will J.

Denver, Colorado

$450/hr
5.0
1,018 jobs

โฑ๏ธ I solve most problems in 1 hour or less ๐Ÿ‘ Start with a free 15 min consultation ๐Ÿงผ Meta Business Suite cleanup & troubleshooting ๐Ÿ” Facebook & Instagram account recovery ๐Ÿš€ Meta Pixel and CAPI ๐Ÿ‘จ๐Ÿป About Me I have thousands of hours of in-platform troubleshooting and advertising experience. Through years of experience and research, I possess a master-level understanding of the Facebook ads algorithm, content compliance, and advertising policies. I am a Meta Badged Partner. I'm able to stay up-to-date on the latest changes because I spend 8 hours+ a day in the Meta Business Suite, Facebook, and Instagram helping clients troubleshoot and resolve issues. I understand how to navigate the algorithm and robots for ad approval, account restrictions, and advertising success. I have owned, operated, and successfully exited social media advertising agencies. Get consultation on proper agency/client account onboarding and management processes and SOPs. I leverage my certified knowledge and practical experience of hands-on keyboard work to consult with Clients on troubleshooting issues within Meta Business Suite, Facebook, and Instagram, including tools like Ads Manager, Events Manager, etc. I am an American Digital Nomad living in Portugal! ๐Ÿ’ป All Services: 1๏ธโƒฃ Meta Business Suite Cleanup: - Most projects take one hour per business. - Work is done via Zoom Screenshare, so you don't have to share passwords, and you learn how it works, so you can maintain what we built - Result is a Meta Business Portfolio that contains all necessary assets, like a Facebook page, ad account, Instagram account, Meta Pixel, product catalog, etc. - All assets will be properly connected so you can cross-post on Facebook and Instagram, run ads - Meta Pixel will be added to your website so you can measure the performance of ads that direct traffic to your website - Facebook and Instagram Shop setup for Shopify, Wordpress, or Squarespace so you can tag products in posts and run catalog ads in Ads Manager. 2๏ธโƒฃ Meta Account Recovery: - Upwork Escrow Contract: payments are only made after the recovery is successful. - After the recovery, implement verifications and security features to prevent future issues. - We can start with a free 15-minute meeting to confirm the issue and discuss the process. - For permanent issues, such as disabled accounts or advertising restrictions, prices can range from $3,000 to $8,000+. - Getting a quote is free, and there is no pressure to proceed if the price is out of your budget. - I can recover lost or limited-access Facebook Pages and Meta Business Portfolios by writing a letter to Meta: $2,000 per asset - For issues related to 2FA lockouts or hacked personal accounts, I will teach you how to contact Meta support and what to say to resolve the issue yourself. -I am currently not able to recover: - Ad Restricted Business Portfolios - Ad Restricted Facebook Pages (after 180 days) 3๏ธโƒฃ Meta Verified + free verifications: - Apply for Web Domain and Business Portfolio verifications (free backend green tick) to receive advertising benefits like an increased billing threshold, higher ad account creation limit, and more. - Free verifications make you eligible for Meta Verified (front-end blue tick mark) for your Business Facebook page and Instagram account, which provides benefits like impersonation protection, better SEO, and access to Meta support. 4๏ธโƒฃ Advanced Security and Backup for Facebook, Instagram, and Business Accounts: - Implement advanced security features to protect personal and business accounts from hacking. These features include 2FA via app (recommended), SMS, or physical device. Implement backup login methods to prevent account lockouts and ensure uninterrupted access. Backup methods include recovery codes for 2FA accounts and adding backup full control users to the Business Portfolio. 5๏ธโƒฃ E-commerce Advertising Consulting: - Most projects take one to three hours. We will start with a live audit of your ad account and tracking. We will review the campaign, ad set, and ad level settings in Ads Manager. We will spend most of our time reviewing audience targeting, creative, and business goals/strategy. This service is designed for new brands looking to learn the basics and maximize their budget or mature brands that want to improve performance and scale. 6๏ธโƒฃ Agency Onboarding Flow Audit and Optimization: - I will audit your client onboarding/offboarding flow in Meta. We will begin by auditing your agency's Meta Business Portfolio to ensure it is properly set up and secure, providing a suitable environment for onboarding your clients. We will discuss the needs and requirements of your onboarding flow. I will train your team to implement a solution and document processes via 1-3 hours of Zoom calls.

  • Facebook Advertising
  • Facebook Ads Manager
  • Facebook
  • Instagram
  • WhatsApp
  • Project Management
  • Data Analysis
  • Meta Pixel
  • Facebook Page
  • Technical Support
  • Customer Service
Ebony D.

Houston, Texas

$125/hr
4.9
148 jobs

I help healthcare organizations navigate complex licensing, compliance, and operational challenges with tailored, results-driven solutions. As the Principal Consultant of CHCS Group, I bring over a decade of experience in regulatory compliance, SOP and policy development, and healthcare operations. With 75+ successful projects completed for providers across the U.S. including many on Upwork, Iโ€™ve supported startups and established organizations through licensure, operational launch and accreditation readiness. I hold an MBA in Complex Health Systems, which informs my strategic approach to healthcare operations, compliance frameworks, and systems improvement. What I Offer: โ€ข Healthcare Facility Licensing โ€ข Custom Policy, Procedure and SOP Manuals โ€ข Joint Commission and CARF Accreditation Survey Readiness โ€ข Business Plans, Market Research & Public Need Reports โ€ข Interim and Fractional Leadership Solutions โ€ข Workflow Optimization Why Clients Choose Me: โ€ข Top Rated with a 100% Job Success Score โ€ข Healthcare compliance subject matter expert โ€ข 75+ successful projects nationwide โ€ข Custom deliverables aligned with regulatory standards โ€ข Proven results with Joint Commission and CARF readiness Letโ€™s Work Together Whether you're launching a new facility or preparing for your next survey, Iโ€™ll help you simplify compliance and move forward with confidence. Letโ€™s connect!

  • Policy Writing
  • Healthcare Management
  • Business Operations
  • Compliance
  • Business Consulting
  • Startup Consulting
  • Management Consulting
  • Business Plan
  • Business Plan Writing
  • Licensing
Victoria H.

Newport News, Virginia

$31/hr
4.8
144 jobs

๐ŸŒ… Imagine checking your phone on a Monday morning and seeing: "Done. Anything else?" That's what working with me looks like. You brief me once. I ask clear questions upfront. Then I get to work while you get back to running the parts of the business only you can run. No reminders. No chasing. No "just checking in, did you still need that?" I'm Victoria, a virtual assistant with 7 years of executive support experience, 10 years of professional writing, and 126 completed jobs on Upwork. My clients keep coming back because they stop having to repeat themselves from the very first task. If you've been burned by a flaky VA before, I want to be the reason you try again. โญโญโญโญโญ "Victoria was quick to respond and completed the work in a timely and efficient manner. Would work with again." - Happy Upwork Client You know you need help, but every time you try to delegate, it backfires. ๐Ÿ˜ฉ Your last VA "went dark" three days into a project, and you never heard from them again ๐Ÿ˜ฉ The one before that needed everything explained twice, then still got it wrong ๐Ÿ˜ฉ Now it's midnight, everyone else is asleep, and you're the one formatting the blog post, answering the customer emails, updating the spreadsheet ๐Ÿ˜ฉ You've thought about hiring again, but the idea of vetting another stranger and hoping they stick around this time makes you want to just keep doing it yourself ๐Ÿ˜ฉ Your calendar is a mess, your tasks are living in too many places, and every small thing you forget turns into a bigger problem, a missed deadline, or an embarrassing โ€œsorry for the delayโ€ message. That's exhausting. And it's not sustainable. Here's where I come in. I reply quickly; I deliver on time (every time). I hold a 100% Job Success Score on Upwork. I communicate clearly, learn new systems fast, and clients keep coming back because they stop having to repeat themselves. Starting from the very first task. โญโญโญโญโญ "She followed directions, submitted work on time, and always gave us great content! Will definitely be hiring again." - Happy Upwork Client Here's what changes when we work together: โœ… You get your evenings back, because the inbox, the calendar, and the blog updates are handled without you lifting a finger โœ… You stop cringing at typos and formatting mistakes, because I proofread and double-check before anything goes live โœ… You stop wondering, "Did they actually do it?" because I tell you where things stand before you have to ask โœ… You get to focus on the parts of your business only you can do, while the busywork quietly gets done in the background โœ… You get a calmer, more organized workflow that helps your business run smoothly instead of constantly reacting to fires. โœ… You build a working relationship you don't have to rebuild every few months, because I stick around WHAT CLIENTS SAY: โญโญโญโญโญ "Good accordance to deadlines and work quality! Freelancer is recommended!" - Happy Upwork Client โญโญโญโญโญ "A+ Excellent experience. I received exactly what I asked for." - Happy Upwork Client โญโญโญโญโญ "Very easy to work with and job well done!" - Happy Upwork Client Here's how we'll work together: โ†’ We chat about what you need and where you're stuck โ†’ I get to work while you get back to running your business โ†’ You review, I refine until it's exactly right โ†’ We keep going, one less thing on your plate every week Not sure if we're the right fit? Start with my 2-hour, money-back-guaranteed trial. Zero risk, and you'll know within the first task whether we're a good fit. I'd love to hear what's on your plate right now and take some of it and add it to mine. Send me a message about your project, and let's talk.

  • Customer Support
  • Email Support
  • Live Chat Software
  • Customer Service
  • Virtual Assistance
  • Shopify
  • Intercom
  • WordPress
  • Social Media Management
  • Administrative Support
  • Data Entry
  • Email Communication
  • Content Management
Michelle R.

Mechanicsburg, Pennsylvania

$85/hr
5.0
128 jobs

Top 1% on Upwork ยท $400K+ earned ยท 5.0 rating. I go inside growing businesses and rebuild the operations, systems, and revenue infrastructure that are quietly costing time and money. Growing companies don't stall because they lack ambition. They stall because their systems can't keep up. The CRM nobody trusts. The automations that quietly fail. The founder is still manually checking everything because nothing truly runs without them. That's where I come in. ๐–๐ก๐ฒ ๐ฆ๐ฒ ๐›๐š๐œ๐ค๐ ๐ซ๐จ๐ฎ๐ง๐ ๐ข๐ฌ ๐๐ข๐Ÿ๐Ÿ๐ž๐ซ๐ž๐ง๐ญ Most CRM specialists think in workflows. I think in systems. Before I ever touched HubSpot, I built a Quality Management System from scratch for a Fortune 100 logistics company, led ISO 9001 certification end to end, and drove 25% year-over-year operational improvement in a 200+ person logistics operation. That experience taught me something most marketers never learn: how to design processes that are dependable, measurable, auditable, and built to scale, not just functional today. I then spent nearly three years embedded inside ActiveCampaign, one of the world's leading marketing automation platforms, building the CRM architecture, lifecycle automation, and reporting infrastructure that supports large-scale CRM, automation, and reporting operations, not just individual client accounts. That combination, operations discipline from the ground up plus deep MarTech expertise, is what makes the systems I build different from what most freelancers deliver. ๐–๐ก๐š๐ญ ๐ˆ'๐ฏ๐ž ๐›๐ฎ๐ข๐ฅ๐ญ โ€ข $17,000/month in ad spend savings by identifying zero-return channels and recommending platform migration โ€ข 40+ HubSpot portals rebuilt or architected from scratch โ€ข 800% increase in Google review volume in 30 days through process automation for a legal services marketing agency โ€ข Designed and implemented well over 1,000 automation workflows across CRM, marketing, sales, and operations platforms โ€ข ISO 9001 certification implemented at a Fortune 100 facility ๐–๐ก๐š๐ญ ๐ˆ ๐๐จ ๐ข๐ง ๐ฉ๐ซ๐š๐œ๐ญ๐ข๐œ๐ž Most clients come to me with one of three situations. Their systems were set up by someone else and nobody fully understands them. Their CRM has data but the team doesn't trust it. Or the founder is still in every decision even though that was supposed to change months ago. All of these are fixable. I'm typically brought in by agencies, legal and professional services firms, SaaS companies, and founder-led businesses that have outgrown their current systems and need operational infrastructure that can support the next stage of growth. ๐ˆ ๐ก๐ž๐ฅ๐ฉ ๐ ๐ซ๐จ๐ฐ๐ข๐ง๐  ๐œ๐จ๐ฆ๐ฉ๐š๐ง๐ข๐ž๐ฌ ๐ฐ๐ข๐ญ๐ก: โ€ข HubSpot, GoHighLevel, and ActiveCampaign architecture, lifecycle automation, and pipeline operations โ€ข RevOps and GTM systems including deal tracking, lead routing, and marketing-to-sales handoff โ€ข AI-enabled workflow automation using Claude, ChatGPT, Zapier, and Make โ€ข Executive dashboards and KPI reporting leadership actually uses โ€ข SOP development and operational process documentation โ€ข Cross-functional project and program management ๐–๐ก๐š๐ญ ๐œ๐ฅ๐ข๐ž๐ง๐ญ๐ฌ ๐œ๐จ๐ง๐ฌ๐ข๐ฌ๐ญ๐ž๐ง๐ญ๐ฅ๐ฒ ๐ฌ๐š๐ฒ: collaborative, solution oriented, fixes it fast, comes back when needed. Great businesses don't scale because they buy more software. They scale because their operations become predictable. That's where I come in.

  • ActiveCampaign
  • Marketing Automation
  • Email Marketing
  • HubSpot
  • Marketing Automation Strategy
  • Marketing Operations & Workflow
  • Zapier
  • Process Improvement
  • CRM Automation
  • SaaS
  • Data Integration
  • Data Management
  • Revenue Management
  • Business Operations
  • Program Management
  • KPI Metric Development
  • Automated Workflow
Regina M.

Sacramento, California

$30/hr
4.9
2,491 jobs

Hi, Iโ€™m Regina ๐Ÿ˜Š I help businesses improve their email marketing through strategic campaigns, automations, and customer journey flows that help keep leads and customers engaged instead of slipping through the cracks. Most clients come to me when their emails feel scattered, inconsistent, or they know they should be doing more with email but donโ€™t know what the next step should be. I help create a clear, organized system behind the scenes so everything works together more effectively and feels easier to manage long term. Credentials & Expertise: โœ” $1M+ earned for clients as a Top Rated Plus freelancer โœ” Experience across Klaviyo, HubSpot, Mailchimp, and similar platforms โœ” Background in business + technical systems What I Bring to Your Business: โœ” Organized email systems that work together โœ” Automations for leads, customers, and ongoing engagement โœ” Campaigns that feel consistent and on-brand โœ” Better targeting so customers get more relevant emails โœ” Clear planning behind the scenes so email feels easier to manage โœ” Strategy focused on long-term growth and retention Extra Value for My Clients: โœ” Custom strategy flowcharts to map out your email system โœ” Clear planning for automations, campaigns, and follow-up โœ” A more organized view of how your emails work together โœจWhat Clients Sayโœจ โœ” โ€œRegina mapped out our full email lifecycle with a detailed flowchart before building anything. She identified gaps in our customer journey, cleaned up our segmentation, and implemented automations that actually made sense together. What felt scattered before is now a clear, structured system.โ€ โœ” โ€œWe brought Regina in during a migration and she handled everything from setup to integrations and automation. She made sure nothing broke, improved the overall structure, and left us with a system thatโ€™s much easier to manage and build on.โ€ โœ” "Regina was incredibly organized and easy to work with throughout the entire project. She helped simplify what felt overwhelming, explained things clearly, and built a much more structured email system that finally made sense for our business.โ€ ๐Ÿ“ฉ Thanks for taking the time to read my profile! Iโ€™d love to learn more about what youโ€™re working on. Send me a quick message and letโ€™s chat. :-)

  • Email Marketing
  • Email Campaign
  • Email Marketing Strategy
  • Email Marketing Consultation
  • Mailchimp
  • HubSpot
  • Klaviyo
  • MailerLite
  • Constant Contact
  • Email Automation
  • Email Design
  • Email & Newsletter
  • Email Template
Amanda S.

Norcross, Georgia

$50/hr
5.0
10 jobs

Struggling with operational bottlenecks, compliance gaps, or chaotic workflows? I bring enterprise-grade clarity to complex data environments. As the Founder of Unboxed Processes Consulting LLC (a certified EDWOSB/WOSB), I partner with enterprise organizations and support prime contractors under NAICS codes focused on technical writing, business analysis, and data governance. Using direct, jargon-free documentation and rigorous governance protocols, I have helped clients across UBS, Fiserv, and the CDC improve compliance by 50% and slash audit cycles by 25%. โš™๏ธ CORE CAPABILITIES & REVENUE IMPACT: Data Governance & Integrity: Establishing high-level clarity, mitigating systemic risks, and building robust internal standards to protect enterprise assets. Process Optimization: Restructuring chaotic workflows to eliminate operational drag, maximize efficiency, and ensure rapid audit readiness. Technical Documentation: Translating intricate systems, architecture, and regulatory requirements into clear, human-centric SOPs and business guidelines. ๐ŸŒŸ PROVEN RESULTS: โAmanda delivered excellent work... I would definitely hire her for future projects.โž โ€“ Andrea C., Hiring Manager โVery responsive and a great resource!โž โ€“ Husher H., Project Manager โBest freelancer we've ever hired.โž โ€“ Mariah R., Operations Director ๐ŸŽ– KEY CERTIFICATIONS: U.S. Small Business Administration: Women-Owned Small Business (WOSB) & Economically Disadvantaged Women-Owned Small Business (EDWOSB) Microsoft Certified: Azure Fundamentals & Azure AI Fundamentals Microsoft Certified: Security, Compliance, and Identity Fundamentals OneTrust Certified: Tech Risk, Privacy, & Responsible AI โžค LETโ€™S STABILIZE YOUR PROCESSES Need stronger operational guardrails, cleaner workflows, or audit-ready documentation? Message me today to set up a brief consultation. Let's build a clear, black-and-white action plan for your business.

  • Governance, Risk Management & Compliance
  • Process Improvement
  • Business Process Management
  • Compliance
  • Regulatory Compliance
  • Technical Writing
  • Technical Documentation
  • API Documentation
  • Training & Development
  • Business Analysis
  • Process Optimization
  • Project Workflows
  • Metadata
  • Data Quality Assessment
  • Documentation

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