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Need to scale operations without scaling your team? You're in the right place. I'm Martin, a monday Bronze Partner (CRM Expert + Advanced Workflow Badge), Make Silver Partner (Level 5 Expert), and Softr Professional. I help fast-moving companies turn manual operations into automated systems that run on their own. What I deliver: ✓ Custom mondaycom CRM & operations hubs — purpose-built for how your team actually works, not generic templates ✓ End-to-end workflow automation — Make (ex Integromat) scenarios that connect your tools and eliminate hours of manual data entry ✓ AI-powered workflows — practical AI integrations using Claude, OpenAI, and Gemini that move the needle (not gimmicks) ✓ Client portals with Softr — so your team stops answering the same emails 50 times ✓ Custom integrations — APIs, JavaScript, Python when off-the-shelf isn't enough Real results from recent clients: → 30-40 hours/week recovered per operations team → $5K-$15K saved annually by automating manual data entry → 1-3% human error reduced to 0% in 1-2 weeks of implementation → 700% reduction in fulfillment processing times Why clients choose me: ✓ Expert-Vetted on Upwork (top 1%) with 98% Job Success Score ✓ $100K+ earned, 80+ projects, 4,300+ hours ✓ 13+ years in software development, project management, and automation ✓ Clear communication & structured delivery — I take time to understand your real problem before building anything ✓ Solution-oriented — I don't just execute tickets, I optimize the system Tools & platforms I work with: 🟡 Core platforms: monday (Partner Certified · CRM Expert · Advanced Workflow Badge) · Make (Silver Partner · Level 5) · Softr (Professional Certified) 🤖 AI & agents: Claude · OpenAI (GPT-4/5) · Gemini · monday Sidekick · monday vibe · monday agents · Make AI agents · MCP integrations 🔌 CRM & sales: HubSpot · Salesforce · Pipedrive · Zoho · Go High Level · UpViral 🔌 Integrations: Zapier · Google Apps Script · APIs custom · JavaScript · Python 🔌 eCommerce & payments: Shopify · WooCommerce · Squarespace · Stripe · Cin7 🔌 Forms, docs & comms: DocuSign · PandaDoc · JotForm · Typeform · Slack · WhatsApp · Email 🔌 Marketing & data: Mailchimp · Klaviyo · ActiveCampaign · Google Sheets · Airtable Let's talk. If you want to turn monday into a CRM your team actually uses, automate the repetitive work that's burning your team out, or implement AI in workflows that genuinely matter — let's set up a call.

Proactive and energic Project Manager with extensive marketing, sales and administrative experience. My appetite for challenges and helping businesses grow make me a great candidate. Communicative, fast-learner, and great at making things happen.

World-Class Finance & Strategy Consultant | MBA | Master in Finance | Senior Business Developer | Automation Pro & System Architect | Financial Modeling & Valuation Expert | Executive Reporting & Dashboards I’m a global business consultant and corporate finance advisor with a dual background in growth-stage operations and investment strategy. I help organizations unlock growth, streamline operations, and drive value through strategic planning, precise financial modeling, and data-integrated execution. As Founder & Managing Partner at SWL Consulting, I lead a global consulting agency specialized in AI-driven solutions across corporate finance, operations, sales, and business strategy. I work with startups and growing businesses across the U.S., LATAM, and Europe, supporting them in building scalable models, implementing automation, and preparing for investor engagement and funding rounds. Previously, I served as Managing Director (LATAM) a Global Consulting firm, where I led multidisciplinary consulting teams across the region, focused on Corporate Finance, Business Strategy, SalesTech, and Real Estate Advisory for clients in the U.S., Europe, and MENA. Earlier in my career, I also served as Head of Investments at a Venture Capital fund, where I built and assessed high-value investment models for films, video games, and streaming assets—bridging the creative and financial worlds with rigor and structure. 🔍 What We Do Best at SWL Consulting: Financial Strategy & Corporate Finance Systems We design and implement financial architectures that enable precise decision-making, scalable growth, and capital efficiency. This includes financial modeling, forecasting, cost optimization, capital structure design, and investor-ready reporting systems. Operations & Business Infrastructure We build operational backbones that ensure stability, scalability, and efficiency, covering processes, compliance, procurement, and administrative systems that allow organizations to scale without friction. Business Intelligence & Decision Systems We create integrated data environments with real-time dashboards, performance tracking, and decision frameworks that provide full visibility across operations, enabling faster and more accurate execution. Revenue Growth & Sales Systems We design predictable revenue engines through acquisition, conversion, and retention system, integrating CRM, automation, and data-driven sales strategies to maximize lifetime value. Marketing Strategy & Market Positioning We develop and execute growth strategies that strengthen brand positioning, generate demand, and scale visibility through data-driven marketing, content systems, and performance analytics. AI & Intelligent Automation Systems We design and deploy tailored AI solutions including automation workflows, AI agents, predictive models, and decision-support systems, integrated into core business processes to enhance productivity, reduce costs, and create competitive advantages. System Architecture & Integrations We architect and integrate scalable systems across CRM, ERP, marketing, finance, and operations—ensuring seamless data flow, automation, and technological cohesion across the organization. Digital Products & Scalable Platforms We build and optimize digital platforms (web, apps, e-commerce, internal tools) designed for performance, scalability, and seamless user experience—aligned with business objectives and growth strategy. 🔧 Tools & Technology Stack We leverage a curated stack of industry-leading tools and platforms to design, integrate, and scale business systems across finance, operations, sales, and AI: CRM & Sales: HubSpot, Salesforce, PipeDrive, GoHighLevel Data & BI: Power BI, Tableau, Looker Studio, Google Sheets Automation: Python-based workflows, Zapier, Make, n8n, Systems & Databases: Airtable, Supabase, BigQuery, SnowFlake Finance & Accounting: QuickBooks, Xero, Odoo Project & Operations: Notion, ClickUp, Asana, Monday Marketing & Outreach: Instantly, Apollo, Kommo, Aircall Web & Product: Webflow, Shopify, custom-built solutions 🧠 Why Work With US: ✔️ Private Equity Experience – Currently working as Portfolio Companies Accelerator for large Private Equity funds. ✔️ Cross-Continental Delivery – Projects completed in the U.S., LATAM, Europe, Africa & Australia ✔️ C-Level Operational Leadership – CFO, Head of Investments, and Managing Partner experience ✔️ End-to-End Execution – From business plan to implementation, systems to strategy ✔️ Industry Breadth, Technical Depth – SaaS, Health Tech, Crypto, Real Estate, Media & Retail ✔️ Built for Scale – I deliver not just insights, but systems that grow with your business If you're scaling, raising capital, optimizing operations—or simply need clarity through numbers—let’s work together and drive real results.

I design and build automation systems that do one thing: make your operations run without you babysitting them. Most of what I get hired for starts the same way. A founder or ops lead reaches out because their team is spending 20+ hours a week on work that shouldn't require a human. Data entry between tools. Manual follow-ups. Reporting that involves five spreadsheets and a prayer. My job is to find the bottleneck that's actually costing you money, then build the system that eliminates it. If I can't tie the automation to a clear ROI (hours saved, errors reduced, revenue recovered), I won't build it. WHAT I BUILD Most projects touch at least two of these. Workflow Automation & Integration Connecting your tools into a single system that runs without manual handoffs. CRM cleanup and architectural redesign (HubSpot, Salesforce, Pipedrive). Multi-app orchestration where data flows between 5-15 tools without anyone copy-pasting. Automated reporting that gives you a real-time view of your business instead of a weekly spreadsheet someone forgot to update. AI Systems & Agent Development Building AI into workflows where it actually makes sense. Not as a buzzword, but as a step in a process that used to require a human decision. Lead qualification agents that score and route inbound in real time. RAG pipelines that let your AI pull from your actual company data instead of hallucinating answers. Document processing that extracts, classifies, and routes information from contracts, invoices, or support tickets. Operational Infrastructure & Scale The automation backbone that lets you grow revenue without linearly growing headcount. Full operational audits to find where you're leaking time. Scalable onboarding systems. The kind of infrastructure that means adding 50 new clients doesn't mean adding 5 new ops hires. TOOLKIT I pick tools based on what the workflow needs, not what's trending. Automation Platforms: n8n (self-hosted & cloud), Make, Zapier, Workato AI & LLMs: OpenAI (GPT-5, Assistants API), Anthropic Claude, Google Gemini AI Infrastructure: RAG systems, AI agent orchestration, structured prompt pipelines Voice AI: Retell, Vapi, ElevenLabs CRMs & Sales Ops: HubSpot, Salesforce, Pipedrive, GoHighLevel, Monday Data & PM: Airtable, Notion, ClickUp, Google BigQuery Development: Custom REST & GraphQL APIs, webhooks, JavaScript, Python WHY WORK WITH ME I think in systems, not tasks. You're not hiring me to connect two Zaps. You're hiring me to look at your entire operation, find the highest-ROI automation opportunity, and build it properly. Documented, scalable, maintainable. Most of my engagements start with one process and expand from there. Not because I upsell. Because once the first automation is running, the next bottleneck becomes obvious. Send me a message with what the process looks like today. I'll tell you straight whether it's worth automating and what the build would look like.

𝗪𝗛𝗔𝗧 𝗜 𝗕𝗨𝗜𝗟𝗗 🤖 𝗔𝗜 𝗔𝗴𝗲𝗻𝘁𝘀 & 𝗔𝗴𝗲𝗻𝘁𝗶𝗰 𝗪𝗼𝗿𝗸𝗳𝗹𝗼𝘄𝘀 OpenClaw, LangChain, LangGraph, CrewAI, AutoGen, OpenAI Agents SDK, Google ADK, Agno, Mastra, PydanticAI, Smolagents, Letta/MemGPT, DSPy. MCP + A2A protocol architectures with persistent memory and multi-agent delegation. 🔌 𝗠𝗖𝗣 𝗦𝗲𝗿𝘃𝗲𝗿 𝗗𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁 Custom Python/Node.js/TypeScript MCP servers connecting AI agents to databases, APIs, CRMs, and internal tools. Claude, OpenClaw, Cursor, ChatGPT → operational engines. 📚 𝗥𝗔𝗚 & 𝗟𝗟𝗠 𝗔𝗽𝗽𝘀 Pinecone, Weaviate, Qdrant, ChromaDB, FAISS, Milvus, pgvector, Supabase. PDF chatbots, knowledge bases, document AI, semantic search for legal, medical, real estate, enterprise. 💬 𝗔𝗜 𝗖𝗵𝗮𝘁𝗯𝗼𝘁𝘀 IVR, websites. Botpress, Voiceflow, Chatbase, Dialogflow, Rasa, Flowise, Dify, Langflow. CRM-integrated lead qualification, appointment booking, support automation. 🗣️ 𝗩𝗼𝗶𝗰𝗲 𝗔𝗜 Vapi, Retell AI, Bland AI, Synthflow, ElevenLabs, Twilio, Deepgram, AssemblyAI. AI receptionists, SDR callers, appointment bookers synced to GoHighLevel, HubSpot, Salesforce. ⚙️ 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻 & 𝗖𝗥𝗠 n8n, Make, Zapier, Power Automate. GoHighLevel, HubSpot, Salesforce, Pipedrive, Zoho, Close, Kommo, Bitrix24, Keap. Airtable, Notion, Slack integrations. 🚀 𝗔𝗜 𝗦𝗮𝗮𝗦 & 𝗠𝗩𝗣𝘀 End-to-end AI SaaS platforms. Next.js, React, Supabase, Firebase, Stripe, Vercel. MVPs in weeks, not months. 🧠 𝗔𝗜 𝗖𝗼𝗱𝗶𝗻𝗴 & 𝗗𝗲𝘃 𝗧𝗼𝗼𝗹𝘀 Claude Code, Cursor, Windsurf, Cline, Codex CLI, OpenCode, Gemini CLI, Aider, Goose, Amp, GitHub Copilot, Devin. Bolt, Lovable, Vercel v0. Structured vibe coding frameworks. 🎯 𝗟𝗟𝗠 𝗙𝗶𝗻𝗲-𝗧𝘂𝗻𝗶𝗻𝗴 & 𝗜𝗻𝗳𝗲𝗿𝗲𝗻𝗰𝗲 LoRA, QLoRA, RLHF, DPO, PEFT with Unsloth, Axolotl, HuggingFace. vLLM, TGI, TensorRT-LLM, DeepSpeed on AWS / RunPod / GCP. Also: Flutter cross-platform apps, web scraping (Scrapy, Playwright, Firecrawl, Browser Use), and AI outreach pipelines (Clay, Apollo, Instantly, Smartlead, Artisan AI). 🛠️ 𝗦𝗧𝗔𝗖𝗞 Claude / GPT-5 / Gemini / Mistral / Llama 3 / DeepSeek via OpenRouter & Bedrock | Python, FastAPI, Node.js, Django, Go | React, Next.js, Vue.js | PostgreSQL, MongoDB, Redis, Supabase, Firebase | Docker, Kubernetes, AWS, Azure, GCP | Stripe, Plaid | REST, GraphQL, Webhooks 🏢 𝗜𝗡𝗗𝗨𝗦𝗧𝗥𝗜𝗘𝗦 Real Estate, Healthcare, Legal, E-commerce / Shopify, Home Services, Finance, Insurance, Marketing Agencies, SaaS, Education, Construction, Hospitality, Recruiting, Logistics, Coaching, Dental, Solar, Property Management, Crypto / Web3 ⚙️ 𝗛𝗢𝗪 𝗜 𝗪𝗢𝗥𝗞 Scoping call → Architecture → Fast prototype (days) → Production hardening → Documentation / handoff I offer 𝟯𝟬 / 𝟲𝟬-𝗺𝗶𝗻 𝗽𝗮𝗶𝗱 𝗰𝗼𝗻𝘀𝘂𝗹𝘁𝗮𝘁𝗶𝗼𝗻𝘀 for AI architecture review, build vs. buy decisions, and MVP scoping. ► 𝗞𝗲𝘆𝘄𝗼𝗿𝗱𝘀: AI Agent Developer, AI Automation Engineer, AI Integration, AI Chatbot Developer, Agentic AI, Multi-Agent Systems, OpenClaw Expert, Hermes Agent, Paperclip AI, MCP Server Developer, Claude Code, Cursor, Windsurf, Vibe Coding, LangChain, LangGraph, CrewAI, AutoGen, Google ADK, Mastra, PydanticAI, Agno, RAG Pipeline, LLM Engineer, Generative AI, Prompt Engineering, Fine-Tuning, LoRA, Voice AI, Vapi, Retell AI, ElevenLabs, Deepgram, GoHighLevel, GHL, HubSpot, Salesforce, Botpress, Voiceflow, Chatbase, WhatsApp Chatbot, Telegram Bot, n8n Expert, Make Automation, Zapier, AI SaaS MVP, Flutter, Python, FastAPI, React, Next.js, Supabase, Stripe, Web Scraping, AI Lead Generation, AI SDR, AI Outreach

I am a bilingual (English/Spanish) Customer Service Expert and Virtual Assistant with over 5 years of experience. I enhance customer satisfaction and streamline operations through effective communication and organization. -Strengths and Skills: 📬💬📞 Customer support via email, chat, and phone 📅 Managing calendars, emails, and tasks 📊Proficient in Salesforce, Zendesk, HighLevel, Slack, Google Workspace and more I am dedicated, proactive, and detail-oriented, ready to help your business succeed by providing outstanding support and administrative services. Let’s work together to achieve your goals!