Hire the Best Process Improvement Specialists

Your agency has grown. But if every important decision, approval, or client issue still lands on your desk, growth will eventually become a bottleneck. I help founder-led agencies build operations that run with clarity, accountability, and predictable execution, without relying on the founder to manage everything. With 7+ years of experience in business operations and project leadership, I step in when: • The founder is still acting as the default project manager • Projects slow down because approvals and follow-ups are inconsistent • Team ownership and accountability aren't clearly defined • Client delivery becomes more difficult as new accounts are added • Systems are fragmented, overly manual, or underutilized • The business needs an operator who can lead strategy and execution SELECTED RESULTS **ANGL Creative** Replaced founder-dependent operations with a centralized ClickUp operating system spanning sales, hiring, client delivery, finance, and AI governance. Built a structured hiring pipeline that processed 1,000+ Upwork applications, documented 74 SOPs, standardized the client lifecycle through a reusable 19-task delivery template, and reduced founder involvement in hiring to a single approval point. **RiseWise Coaching** Built and managed the company's operating system during a period when monthly revenue grew from approximately **$46K to $199K**. Reduced repetitive manual work by **60%** while increasing Instagram DM discovery calls from **45 to 96** through workflow automation, qualification systems, structured follow-ups, and KPI tracking. **DTC Nova** Designed and implemented 7 AI Super Agents, 10+ automated workflows, 14+ KPI and reporting systems, and 8+ SOPs across ClickUp, Clockify, Slack, and Google Workspace. Improved visibility across capacity planning, overdue work, reporting, communication standards, compliance, and creative production. HOW I CAN HELP • Fractional COO and operations leadership • Operational audits with 30-60-90 day execution roadmaps • ClickUp setup, optimization, and workspace restructuring • Process mapping and SOP documentation • Team structure, hiring, onboarding, and accountability systems • Client onboarding, delivery, reporting, renewals, and offboarding • KPI dashboards, forecasting, and capacity planning • CRM implementation, workflow automation, and AI-powered operations • Ongoing operations and project management MY APPROACH I don't build systems that look impressive but get ignored. I identify what should be automated, delegated, documented, simplified, or eliminated. Then I lead implementation, assign ownership, train the team, and ensure the system becomes part of how your business operates every day. I'm also the founder of Grace in Motion, an outsourced operations agency. I personally lead operational strategy, systems architecture, implementation, and executive decision-making. When additional execution capacity is needed, Grace in Motion provides project managers, operations specialists, executive assistants, and automation experts to help implement and maintain the systems we build. I primarily partner with agencies through fractional COO and ongoing monthly retainer engagements. If you're scaling and your operations are starting to hold the business back, send me your current team structure, scope of work, and biggest operational bottleneck. I'll tell you where I'd start.

You already know you're the bottleneck in your business. Every decision, every approval, every fire routes back to you. And now everyone's piling on about AI, too. Here's what they're missing: AI can't run a business that lives in your head. The tools aren't the hard part. The hard part is getting the business out of your head. And that's what I do. In practice, that means: - Turning how the work runs from something in your head into systems your team—and your AI—can actually run - Standing up the project-management structure, KPIs, and accountability that make delivery visible instead of living in your head - Delegating decisions to your team (with guardrails), not just the tasks, so people stop waiting on you - Bringing AI and automation in where they remove real busywork. They need to be aimed at the right problems, the right way Some of my accomplishments: 40 hours/week recovered for founders, 98% client repeat engagement, 200+ workflows systemized, and 20+ years in operations. On Upwork alone, I've earned $300K+ with 100% Job Success. I'm senior and hands-on, but I don't waste your hours on low-leverage work. Rather, I architect the systems and bring in specialists to execute to specifications, the same "right person on the right task" principle I'll build into your business. Clients tend to see around $40K a year in savings along the way, while saving on average 10+ hours a week. The point is to get you out of the middle of everything. The cost savings are just a bonus. **Engagement options:** $125/hour or fixed-fee projects starting at $3,000, based on scope.

My work empowers founders, COOs, and busy teams to delegate confidently, track project progress, and streamline operations through systems that actually work. As an experienced Project Manager and Business Operations Manager with deep expertise in , ClickUp workspace customization, Automation, and Process documentation (SOPs), I help founders and teams reclaim their time, eliminate chaos and build scalable systems. From startups to growing businesses, I provide administrative support & bring order to operations by mapping processes, implementing project management systems, and creating smart automations that boost efficiency. In addition to managing projects and business operations, I apply Multi-Criteria Decision Making to help CEOs and business owners make the right decisions faster and execute tasks. I think in systems, identify gaps before they become expensive problems, and take ownership from idea to implementation, so your team moves faster, operations run smoother, and you stay focused on growth instead of swimming in tasks. As a Verified ClickUp Power User and ClickUp Expert Certificate holder, placing me in the top tier of productivity specialists globally, I help businesses like yours move past "Do It Yourself" setups to build high-performance systems that save teams an average of one full day per week. What I Deliver: ✓ Project & Program Management – End-to-end planning, execution, and on time delivery ✓ ClickUp Workspace Setup & Automation – Custom workflows, dashboards, and integrations ✓ General Administrative Support - Calendar, Email Management & Executive Assistant Support ✓ SOP Development – Process mapping, documentation, and optimization ✓ Product Launch Coordination ✓ Automation & Integration – Streamlined process automation to save you 30 hours + weekly ✓ Monday Custom Workspace Setup – Tailored boards, automations, and workflows ✓ Business Operations Management – Systems that scale with your growth ✓ Digital Project Management – QA Testing, Developers & Designers Coordination ✓ Task & Team Management – Clear accountability and progress tracking Industries I've Worked with: SaaS, E-commerce, Consulting, Marketing Agencies, Tech, Startups, Creative Agencies, Health & Wellness etc. What Sets Me Apart: ⭐ Clear communicator with a structured, solution-driven mindset ⭐ Expert in process design, system documentation, and tool integration ⭐ Trusted by startups and agencies to build scalable backend operations ⭐ Strong track record of completing projects on time with high-quality deliverables ⭐ Quick to understand business needs and turn them into actionable systems Toolkit: ClickUp | Trello | Monday | Asana | Wix | Wordpress | OpenAI | N8n | Claude AI | Figma | Chatgpt | Perplexity AI | Wrike | Smartsheet | Gantt chart | Jira | Airtable| Google Workspace | MS Projects | Ms Visio | Make | Zapier | Gohighlevel | Buffer | Hootsuite | Kajabi | Softr | Zite | ConvertKit | ManyChat | Notion| Google Workspace | Microsoft365 Let’s work together to bring structure and flow back to your project and business operations. Click the "𝐈𝐧𝐯𝐢𝐭𝐞 𝐭𝐨 𝐉𝐨𝐛" button or "𝐇𝐢𝐫𝐞 𝐌𝐞 𝐁𝐮𝐭𝐭𝐨𝐧," and let's getvl started.

I am Erin Isaacson, an operations and resilience consultant and founder of Pacific Crest Digital Solutions. I support organizations by improving communication, strengthening their content and messaging, refining internal processes, and developing clear processes that align teams and support day to day operations. My work spans multiple sectors, including technology, trades, emergency management, real estate, and other small business operations. I began freelancing in 2019 and transitioned to full time consulting in 2021. I work with a trusted network of specialists who support design, editing, platform setup, and research. This collaborative model allows me to scale support and deliver targeted solutions based on each project’s needs. What I Do Best Operational Consulting and Project Oversight Providing workflow guidance, process assessments, and project management with a focus on clarity, efficiency, and sustainability. Marketing and Content Strategy Helping organizations build a consistent digital presence through structured planning, clear messaging, and strategic content development. Platform and System Support Working within platforms such as Zoho, Microsoft Dynamics, SharePoint, Asana, Monday.com, and other systems to help clients organize information, streamline workflows, and improve user experience. SEO and Content Creation Turning complex topics into clear, engaging, and accessible content that supports visibility and strengthens audience understanding. Compliance and Technical Documentation Creating accurate and well-structured documentation for regulated fields including defense, SaaS, engineering, cybersecurity, and healthcare. My Process Every engagement begins with a Q and A call to clarify goals, understand current challenges, and determine the level of support needed. From there, I recommend ongoing monthly services or a firm fixed price project with clearly defined deliverables and timelines. If you have upcoming content, documentation, or operations needs, I am always open to connecting. I am responsive, solution focused, and committed to helping organizations communicate clearly and operate with confidence.

I help founders and growing teams bring structure to fast-moving operations through project management, workflow design, team accountability, and automation. With 5+ years of project management experience and working remotely since 2018, I have coordinated cross-functional teams across North America, LATAM, Europe, and Asia in software, operations, data, and creative environments. My focus is not simply implementing tools. I design systems that improve visibility, accountability, and execution. Whether inside Asana, ClickUp, Monday, Airtable, or custom workflows, I help organizations reduce operational friction, streamline communication, and keep projects moving without constant oversight. I regularly leverage AI tools such as Claude, ChatGPT, and Claude Code to accelerate documentation, reporting, process analysis, workflow design, meeting summaries, research, and operational support. I also collaborate closely with developers and automation specialists to implement integrations, optimize workflows, and connect business processes across multiple platforms. What I Deliver • Project & Operations Management Systems • Team Accountability & Workflow Visibility • Asana, ClickUp, Monday & Airtable Architecture • Process Documentation & SOP Development • Operational Dashboards & Reporting • AI-Assisted Operations & Documentation • Workflow Automation (Make, Zapier & Native Integrations) • Cross-Functional Project Coordination • System Audits & Process Optimization Key Skills • Project Management (Agile / Hybrid) • Operations Management & Workflow Design • Team Accountability Systems • Asana, ClickUp, Monday, Airtable • Workflow Automation (Make, Zapier) • AI-Assisted Operations (Claude, ChatGPT, Claude Code) • Dashboard & Reporting Design • SOP Development & Process Documentation • Stakeholder & Client Management • Cross-Functional Team Coordination Recent Experience Project Manager – Innovation Vision Consulting Group (2025 – Present) • Focused on workflow optimization and systems architecture for client operations. • Led coordination between clients, developers, and automation specialists to deliver workflow and integration projects. • Designed multi-board operational structures for finance, operations, communications, and project tracking. • Built dashboards and reporting systems that improved leadership visibility into operational performance. Associate Project Manager – Robot Sea Monster Games (2022 – 2025) • Supported Product Owners through project health analysis, delivery tracking, capacity planning, and reporting. • Structured sprint deliverables and improved visibility across multiple teams. • Coordinated planning and execution using hybrid project management methodologies. Project Manager – Databrew (2021 – 2022) • Managed successful delivery of data collection tools for international health studies. • Coordinated communication between development, research, and partner teams. • Performed QA and ODK configuration to align systems with partner requirements and project goals.

I help businesses cut costs, reduce errors, and make faster decisions by fixing the operational and data gaps that slow them down. Over nearly 20 years, I've worked across supply chain, project management, quality assurance, and data analysis — which means I can spot a broken process whether it's sitting in your purchasing workflow, your project timeline, or your spreadsheets. What I bring: In my current role at a furniture company, I manage end-to-end purchasing — using sales trends, lead times, and stock data to keep inventory lean — while also handling quality assurance and data analysis for the business. Earlier in my career, I led project management in an educational organization, managing a team of 100+ subject specialists to keep multi-team projects on time. Across these roles, I've built SOPs aligned with ISO 9001 standards that improved consistency and audit-readiness, and I use Power BI, Excel, and MS Access to turn raw numbers into dashboards and automated reports that actually get used, not just filed away. What ties this together is a practical, detail-first mindset: I don't just flag problems, I build the process or report that fixes them for good. If you need someone to streamline operations, tighten quality processes, or turn your data into something decision-makers can act on, let's talk about your project.