Hire the best Strategic Planning specialists

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Clients rate Strategic Planning specialists

4.8/5

based on 941 client reviews

$240 hourly
Sarah H.
- 5.0/5
- (113 jobs)
EXPERT AIRBNB ADVICE FOR A MATURING MARKETPLACE ⭐ Airbnb is now an industry where experience matters. I'll give you a high-earning 5-star Airbnb, or help you plan an exit strategy. Message me to learn how I can help, or keep reading for more details.⭐ I am an Airbnb expert (host and consultant) with more than 5,000 Airbnb Reviews and a 4.95 Star average. My clients beat averages for occupancy and earnings - I know what it takes to make your property succeed. Let's boost your bookings and revenue together! 🌐 **Are you seeing a drop in bookings?** You're not alone. The Airbnb market is packed with new listings while the economy is uncertain. I can help optimize your listings to outshine the competition. Not sure if vacation rentals still make sense? I can forecast your earnings and help you plan an exit strategy if needed. 💰 Budget-Conscious Options for Existing Listings 1️⃣ Consulting Calls ($180/hour): You'll get targeted advice on how to get more bookings. *(1 hour)* 2️⃣ Pricing Analysis ($360-540): Gain a competitive pricing strategy with a detailed spreadsheet with data from your market. 3️⃣ Intensive Listing Checkup ($500): I'll analyze your listing and give you a detailed list of action items to increase bookings and earnings. 4️⃣ Strategy Report ($995): I'll create a comprehensive report for how to improve near-term earnings and long-term SEO strategies (this module combines #2 Pricing Analysis and #3 Intensive Listing Checkup). 🚀 For New Listings 🎨 Listing Setup: Do it right the first time to start earning fast (includes content strategy, listing fields content, pricing research, and SEO optimization) 💼 The Result: A fully optimized, guest-ready Airbnb listing! 💵 The Cost: Most clients spend between 3-7 nights of rental income ($750-$1,500) for an expertly optimized Airbnb listing; always think of ROI this way with Airbnb expenses (not sure why? Let's do a call). 🔧 Additional Services 📜 Guest Message Templates: Unhappy with AI or Co-Host messaging? Save time, improve listing visibility and get better reviews with personalized message templates; $360-$720 depending on research needs. 🔍 Financial Analysis: Understand the financial dynamics of your listing, including realistic potential earnings - don't lose out by believing the estimates you get from tech companies (2-3hrs). 💼 Enterprise Consulting: From managing employees to leveraging automation services, I'll help you run your Airbnb business with lower stress and higher earnings. ❤️ No other pros have my understanding of Airbnb and STR software, and I'll help you unlock the true potential of your property. Not sure where to start? Send me a message and I'll be happy to help. I'm excited to work with you! Sarah

Strategic Planning
Space Planning
Price Optimization
Communications
Hospitality
Hospitality & Tourism
Strategic Plan
Travel Planning
Business Consulting
Process Improvement
Content Writing
$65 hourly
Patti S.
- 5.0/5
- (82 jobs)
You have a unique ability and you want to focus on doing what you do best and love to do the most. Likely, it isn’t managing your learning products, designing your Thinkific site, or making sure the geeky back office bells and whistles are working. Otherwise, you wouldn't be here, would you? I am passionate about building eye-catching Thinkific sites so you can share your brilliance and transform lives! TESTIMONIALS FROM MY PREVIOUS UPWORK CLIENTS "Absolutely outstanding experience working with Patti. She is extremely talented and a pleasure to collaborate with!" "From the initial conversation, I knew Patti was the best fit. Her attention to detail, big-picture business thinking and creative graphic design blended together to create a beautiful (Thinkific) online course presence." "(Patti) is extremely knowledgeable, created a wonderful design, and really helped us launch our Thinkific website without any major hurdles." YOU'RE IN THE RIGHT PLACE IF… …You've decided to start teaching online - that's GREAT! …You're an instructor already running a successful training, consulting, or coaching business - SAVVY business decision! …You're moving your online education business to the Thinkific platform - SMOOTH move! Full disclosure: you're not in the right place if you need scripting, coding or programming - those skills are not in my wheelhouse (yet!). NOT MANY FREELANCERS ARE WILLING TO GUARANTEE YOU WILL LOVE THEIR WORK Your satisfaction is my top priority for one-time and long-term projects. You will have multiple opportunities to view my work, collaborate with me, and be confident to take your next steps. The key to our project success will be communication, communication, communication! YOU ONLY GET ONE OPPORTUNITY TO MAKE A FIRST IMPRESSION Let's discuss your Thinkific project and make YOUR first impression a great one! Click the INVITE TO JOB button on this page, and I'll get back to you ASAP. Warmly, Patti

Strategic Planning
Project Planning
Elearning
Learning Management System
User Flow
User Experience
Training Online LMS
Thinkific
Elearning LMS Consulting
Instructional Design
Course
Strategic Plan
Online Instruction
Mind Mapping
$62 hourly
Frances F.
- 4.8/5
- (142 jobs)
I am an experienced United States (U.S.) degreed accounting professional. SEP IRA contributions, are a business expense for 2025. Let's watch your company grow together. Unreconciled financial statements can leave out business transactions including income and expense transactions leading to an over or under statement of business net income. Financial decisions can be made successfully by determining accurate profitability. Increasing Owner's/Shareholder's Equity and reducing taxable income tax starts with accurate financial statements prepared with current tax laws in mind. Net Present Value, Return on Investment, Capital Budgeting, and other capital investing models and analysis support executive decision making. A periodic examination of financial ratios for business such as Asset Turnover, Return on Assets, and Return on Equity can show relative success, cost savings, and a company's operating effectiveness. If your company took an Employee Retention Credit (ERC) be sure that you have proof that you qualified for the credit. The Internal Revenue Service (I.R.S.) is reviewing the ERCs that were taken. The Work Opportunity Credit and Empowerment Zone Credit are available for 2024 and 2025 tax filings. Section 179 allows 100% depreciation for qualifying business equipment in 2025 for up to $4,380,000. Bonus Depreciation for Federal income taxes is 40% in 2025. The Federal Solar Tax Credit in 2024-2025 is 30% of the eligible costs through 2032 then dropping to 26%. Electric vehicle (EV) tax credit increase of $7,500 to $4,000 for purchases of particular models in 2025. File Form 8936 with your tax return to receive this tax credit. Quarterly United States (U.S.) estimated Federal income tax deposits are due by the 15th of the following month. The American Rescure Plan Act of 2021 changed the filing requirements for Forms 1099-K for payment card and third-party network transactions (TPSOs). There is a requirement for Credit Card Payment Facilators to send Form 1099-K to payees who have payment card transactions of $5,000 or more in 2025. The mileage rate for vehicle business use has been increased to 70 cents per mile for 2025. The Qualified Business Deduction (QBI) is a twenty percent (20%) deduction for qualified taxable income less any net capital gain for the tax year. The QBI 20% deduction is available through 2025. The (I.R.S.) requires Schedules K2 and K3 reporting beginning in tax year 2021 for U.S. partnerships, foreign individuals, and S-Corporations with items of international tax relevance. Some state sales tax laws requires Online providers to collect and remit state sales tax if remote sales in the state are $100,000 or more. Most other states have similar laws for remote sellers and marketplace facilitators. International tax payers may have Tax Treaties with the United States. I have over ten (10) years of experience in bookkeeping, GAAP accounting, Federal and state tax filings, and business support. I have real estate, renewable energy, e-commerce, service, medical, and tech industry experience. I offer intelligent business support, excellent problem solving, and leadership skills. I have successful Upwork virtual work experience. I have QuickBooks Online, QuickBooks Online conversion, and clean-up experience. I use Excel reporting and analysis. Best results are obtained by applying best practices, current Generally Accepted Accounting Principles (GAAP) and U.S. tax law. Using QuickBooks Online is a smart decision because of the quick access to financial data worldwide, robust reporting, and easy account maintenance. Technological advances have eliminated the importance of location making virtual business partnerships efficient and effective. The goal is a larger return on equity for sustainability.

Strategic Planning
Accounting
Financial Statement
Financial Plan
Tax Preparation
Income Statement
Tax Accounting
Business Analysis
Business Development
Financial Modeling
Financial Accounting
Intuit QuickBooks
Bank Reconciliation
Bookkeeping
Financial Analysis
$160 hourly
Bob G.
- 5.0/5
- (340 jobs)
I am a business financial and strategic growth advisor. My clients are owners of startup and small businesses, nationwide. My services include: • Business growth and execution coaching. • Start-up guidance, coaching, and advisory. • Business plans. • Financial modeling, forecasting, budgets, and projections. • M & A assistance, including due diligence and business valuation. • Capital raising/financing assistance. • Strategic planning. • Exit planning and sale readiness. • Special financial and business projects. * Fractional CFO. I have done extensive work with the following industries: • Technology and SaaS. • E-commerce and retail. • Service businesses, both B-to B, and B-to C. • Health care. • Real estate and construction. • Manufacturing, and wholesale/distribution. I understand business models, strategy, execution, and scale. And how to improve marketing, business development, sales, culture, accounting, finance, and operational processes. ABOUT ME: I have years of experience, first as a partner at two major CPA firms, then in my own management consulting firm. I have had the experience of running business units, turning around an unprofitable office, and growing new practice areas. For more information on my clients, testimonials, experience and background please look at my website, which has a link in the portfolio section of the profile. Also, in the short video posted here I talk about my approach to small business growth coaching.

Strategic Planning
Budget Management
Capital Markets
Business Coaching
Process Improvement
Startup Consulting
Business Valuation
Mergers & Acquisitions
Business Plan
Strategic Plan
$25 hourly
Sandipan P.
- 5.0/5
- (137 jobs)
Hello, My name is Sandipan Paul, and I'm an experienced Accountant and Bookkeeper. With over 13 years of experience in Accounting, Bookkeeping, taxes, and more, I've developed a passion for working with Startups, Small Businesses, and medium-sized businesses. On Upwork, I've earned a Top Rated Plus status, completed over 130 unique projects, and worked over 44,000 hours, earning more than $600k. This achievement fills me with immense pride in my niche as an Accountant and Bookkeeper. My education in Accounting and professional qualification from ACCA (similar to CPA in US), have fueled my incredible growth. I started my career at a CPA firm, where I applied my knowledge and skills gained from school. After several years of working at the CPA firm, I mastered my skills in Accounting, Bookkeeping, taxes, and more. During my time at the CPA firm, I learned to lead a team of Accountants and Bookkeepers. Now, I lead a dynamic team of Bookkeepers and Accountants dedicated to providing the best services to my clients. We work together to find the best Accounting solutions for our clients, no matter the complexity of their operations. I've worked with clients from various industries, reporting directly to CEOs and business owners. Most of my engagements have been with Startups, Small Businesses, Medium-sized businesses, and a few large businesses. I take pride in having helped businesses grow from zero to multi-million-dollar enterprises. Throughout my career, I've collaborated with clients' teams, including engineering departments, Virtual Assistants, marketing teams, External Auditors, External Accountants, Tax Accountants, CPAs, CFOs, product development teams, and many more. This experience has enhanced my communication skills and accountability in achieving my clients' Bookkeeping and Accounting goals. For a few special clients, I lead teams of bookkeepers and coordinate work across different time zones. I manage their Accounting in a way that ensures the same accounting inputs are useful for year-end tax planning, year-end tax filing, raising finance from banks, state tax filing, sales tax filing, property tax filing, and more. I communicate with my clients from the first day of the month, ensuring they know I'm working to close their books by the 5th-10th of every month. I share reports, including Profit and Loss, Balance Sheet, Cash Flow, and custom reports as agreed upon. My bookkeeping and Accounting reports are always available in my clients' inboxes, as we work together towards a common goal. The industries I've worked with include CPA firms, SaaS industries, E-payment processing companies, Real Estates and Property Management, Manufacturing and Wholesale, Food and Restaurants, Retail Industries, Service Industries, Transportation and Shipping, Trading Companies, Microfinance companies, Marketing Agencies, E-commerce (Amazon, eBay, Alibaba, and Shopify), and Business Advisory, among many others. I'm proficient in various Bookkeeping Software, including QBD, QBO, XERO, Wave, FreshBook, Oracle Netsuite, YARDI, Zoho, Excel, Bill.com, Ramp, TaxJar, and many more. I'm also familiar with tools and technology such as Zapier, Clickup, TravelingMailbox, Asana, Adobe, Slack, Trello, Hubspot, Dropbox, Gdrive, Receiptbank, Gsuite, Godaddy, Amazonworkspace, RDC, Amazonworkdoc, and many more. Ensuring your financial well-being is my top priority, and I'm committed to helping it flourish. Together, we'll overcome any Accounting and Bookkeeping hurdles, capitalize on opportunities, and pave the path to success. With me as your dependable accountant on Upwork, you can pursue your passions with confidence, knowing your finances are being managed competently. Have you decided to streamline your financials with an expert accountant? Let's connect through Upwork and start your journey with me. Thank you for visiting my portfolio. I look forward to partnering with you! ---------------------------------------------------------------------------------------------------------------------------- #Accountant #Bookkeeper #Accounting #Bookkeeping #SmallBusiness #FinancialReports #TaxCompliance #CPA #QuickBooks #Xero #NetSuite #Payroll #EcommerceAccounting #AmazonSeller #WAVE #Shopify #BankReconciliation #TaxSavings #FinancialStatements #AccountsPayable #AccountsReceivable #Budgeting #CashFlowManagement #QBO #QBD #XeroExpert #TaxPreparation #FinancialPlanning #CPAfirm #RealEstateAccounting #ManufacturingAccounting #RetailAccounting #StartupFinance #CFO #TaxAccountant #VirtualCFO #FinanceExpert #BusinessGrowth #FinancialSuccess #BusinessAccounting #AmazonAccounting #EcommerceBookkeeping #SaaSAccounting #TechSavvyAccountant #InvoiceManagement #AuditSupport #FinancialHealth #AccountingSoftware #ExpenseTracking #BusinessFinance #ProfitOptimization #EfficientBookkeeping #ReliableAccountant

Strategic Planning
Invoicing
Payroll Reconciliation
Account Reconciliation
Accounting
Xero
Bookkeeping
Microsoft Excel PowerPivot
Financial Management
Bank Reconciliation
Wave Accounting
Accounts Receivable Management
Accounts Payable Management
Sales Tax
Automation
Intuit QuickBooks
$80 hourly
Jason W.
- 5.0/5
- (159 jobs)
As a PMP certified project manager I have more than 10 years of experience working on projects. I've implemented numerous software and hardware systems across different business environments and overseen infrastructure projects ranging from remodels to new construction. As the director of a PMO I created and implemented processes to improve project efficiency and allowed adaptation to each project to ensure successful project completions. From detailed project plans, to open communication channels, accurate and accountable project reporting or new project processes and templates, I'm here to help you achieve your project goals. You've implemented Smartsheet and now you need to take it to the next level. As a Smartsheet Product Certified user with over 8 years of Smartsheet experience. I have experience creating numerous workflows, project plans, dashboards and reports. Let me help you maximize your Smartsheet investment.

Strategic Planning
Project Management Office
Smartsheet
Project Portfolio Management
Project Management Professional
Process Improvement
Project Management
Strategic Plan
$250 hourly
Stephanie R.
- 5.0/5
- (30 jobs)
I’m Stephanie, and I enjoy working with founders and executives on strategic and financial projects that move their businesses forward. This includes fractional CFO / COO support, setting up financial and operations systems, establishing KPIs and OKRs, financial modeling, business planning, pricing and partnerships analyses and other projects. I'm a Founder, Wharton MBA, former investment banker and former political & non-profit fundraiser with a background in private equity, corporate development, and building and running multimillion dollar growth operations. I have worked with private equity and VC backed companies, real estate, tech / SaaS companies, consumer goods, healthcare, financial institutions, and non-profits. As an investment banker, I advised on over $5B in transactions, including M&A and IPO processes, and as a political fundraiser I built and executed multi-million dollar fundraising plans from the ground up. Overall, I specialize in utilizing data to drive business decisions and offer expertise in Excel / PowerPoint, business plans, pitch decks, investor memorandums, financial reports, marketing materials, and other analyses. As a consultant, my experience includes fractional CFO and COO roles, assisting founders in raising over $270M in capital, helping founders better align their company's operations with ESG goals, and optimizing supply chain, pricing, business development, and finance operations. I am a jack of many trades, and typically, I am able to help a business tackle more than one problem area. I am open to one time projects, as well as longer term contracts. **Note, I assist founders in preparing for funding rounds and managing this process, but I do not make personal introductions or fundraise for a fee. If you are looking to hire a fundraiser based on a commission, please research the laws surrounding this before reaching out to people on upwork -- in many instances, it is illegal to hire a freelancer for a commission-based fundraise.**

Strategic Planning
Executive Support
Executive Coaching
Business Operations
Financial Reporting
Finance & Accounting
Presentations
Business Plan
Business Planning & Strategy
Management Consulting
Financial Modeling
Company Valuation
Financial Analysis
Corporate Finance
Real Estate Financial Modeling
FinTech Consulting
$100 hourly
Sabrina S.
- 4.9/5
- (46 jobs)
⭐⭐⭐⭐⭐I work with entrepreneurs to: 1. Solve their most critical problems, 2. Create and deliver value. An accomplished MBA, I am the principal consultant of a management consulting practice with over a decade of experience working with SME's on competitive business intelligence and strategy development. I offer consulting services that will support your business to thrive. My expertise includes: ✔Business plans ✔Market research (including feasibility reports) ✔Financial planning and forecasts ✔Risk analysis ✔Strategic design, development and execution ✔Governance ✔Sustainability ✔People Management My Background ✔ Over a decade working with SME’s in idea, start-up and growth phase ✔ Strong background managing teams of 100+ across multiple locations ✔ Experience in many areas of business, including but not limited to Process Improvement, HR, Procurement and Supply Chain Development, Marketing & Promotions, New Product Development (NPD), Category Management, Restructures, Customer Experience and Project Management. My Qualifications ✔ Bachelors Degree: Business Management ✔ Masters Degree: Business Administration (MBA) honours ✔ Graduate of the Australian Institute of Company Directors ✔ Member of the Chartered Institute of Procurement and Supply Chain CIPS ✔ Certificate I, II, III & IV in Retail Operations ✔ Certificate III in Information Technology How I Can Help * Ideas Phase: If you have an idea but aren’t sure where to start, I’m here for advice. I can help with your market research and designing your business model as well as integrating your objectives/mission with market gaps. I can also build your business plan inclusive of market analysis and financials, as well as a pitch deck for raising capital. * Pre-Launch Phase: If you have already got some information together and need some help refining your business model, business plan, devising your Go-To-Market Strategy or other advice, I can consult. * Start-Up Phase: If you’ve already launched and are looking to develop systems/structures/processes to ensure the business and employees are working towards goal attainment and achieving the strategic vision, I can help. I can create dashboards to capture how your organisation is progressing using the Balanced Scorecard approach to set out SMART goals and appropriate KPI’s. We can also review your 2- and 5-year plan to consider milestones. * Growth/Change Phase: If you are looking to take your business to the next level, diversify your offering, enter new markets or re-structure I can consult on all of this, including new market research, risk assessments and new business plans. * Learning: If you prefer a coaching/mentoring relationship so you can navigate these processes with guidance to build on your business skills for the future, or just require the support to move forward from wherever you are - I can coach you. You can expect an honest and transparent approach when working with me, I am reliable and a collaborator, taking into consideration your feedback and organisations requirements. My goal is to provide you with what you need to create and sustain your competitive edge, make evidenced-based decisions from sound market analysis, follow your road-map to success and feel supported throughout your process. **If you’re interested in working with me hit the Invite Freelancer button and send me a short description about you and your project.

Strategic Planning
Business Writing
Entrepreneurship
Management Consulting
Business Consulting
Business Development
Business Coaching
Strategic Plan
Financial Modeling
Startup Consulting
Financial Analysis
Business Plan
Market Analysis
$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.

Strategic Planning
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
$127 hourly
Belinda T.
- 5.0/5
- (67 jobs)
I am a governance and communications professional with over twenty years of experience assisting organisations to deliver transformational change. After graduating with a Bachelor of Commerce from the esteemed University of Wollongong, I embarked on a professional career in consultancy. I began with the global all-rounder Accenture and moved to the smaller specialist firm Effective Governance. My empathetic nature, coupled with a deep understanding of the relevant issues, allowed me to connect with individuals on a profound level. Through my MBA studies, I was particularly drawn to addressing issues such as employee engagement, cultural change, and leadership communications. To gain greater experience implementing solutions to these issues, I joined the Queensland Department of Transport and Main Roads in 2004 as a Principal Advisor. Here, I delivered innovative programs that provided education and mentorship for the leadership team, covering the areas of governance, strategic management, performance management and compliance. As a freelance consultant, I am regularly called upon to provide governance, strategy and communications advice to clients across the globe, working closely with executives to enable corporate change. I specialise in governance, strategic management, performance management, issues analysis, change management, corporate communications (including grants, business cases and annual reports) and facilitation. Here is a testimonial from my most recent client. ROB TAYLOR HEAD OF COMMUNICATIONS, RSL LIFECARE NOVEMBER 2023 Belinda has been a contracted professional writer for my communications team for almost 18 months and in that time has proven to be an invaluable asset. She is a consummate professional that can write in multiple styles for a broad range of audiences, and is able to her to jump straight into projects and make a considerable impact from the get-go. Belinda is trustworthy and beyond reproach with a very solid work ethic. I have always had absolute trust in her abilities to excel in whatever job she is assigned, and her work is always the highest standard possible. She is able to quickly research for backgrounding and is extremely experienced in all forms of corporate communication. She has handled everything from CEO announcements and speeches, our Annual Report, federal government project bids, to stock standard internal communications. To be honest, I cannot recommend Belinda more highly and could ramble on for ages as to her incredible skill, experience and lovely nature. She is a delight to work with and I doubt you could ever find anyone better for your communications or writing projects.

Strategic Planning
Report Writing
Blog Writing
Change Communication
Corporate Governance
Business
Strategy
Change Management
Strategic Plan
$25 hourly
Queen Y.
- 4.9/5
- (1,080 jobs)
Local Chinese speak good English, 19 years working experience in sourcing for foreign companies , sourcing new suppliers and products and follow on quotation and samples, inspection and shipment the whole process; Manufactured product on behalf of many different brands across many industries like: Sports Wear and Appare Pet Products such clothing, leashes, harnesses and accessories, Bags and Cases, and Techonology Products taking each product from product development straight through manufacturing completion. • Worked with companies all sizes large and small handling everything from start to finish. Manufacturer sourcing, negotiation, production and project management, quality control, factory audits and inspections, and logistics. • Product Procurement and Sourcing: procured products and services for companies in North America looking for lower costs or new products, ranging from custom made jerseys, premium incentive gifts like t-shirts and bags, to GPS devices and Android media boxes in small and large quantities.

Strategic Planning
Chinese to English Translation
Covers & Packaging
Bone China
Oracle iProcurement
Simplified Chinese
Administrative Support
Trade Marketing
Sourcing
Strategic Plan
Business with 1000+ Employees
Business Process Management
Alibaba Sourcing
$90 hourly
Jay F.
- 5.0/5
- (21 jobs)
I'm the Founder of Peel Strategic. I emphasize relationship building through a personable approach to business. My focus is on increasing brand value, sales growth, and positioning clients for where they want to go. Areas expertise include: strategic partnerships, market/consumer research, business development, lead generation, and strategic product placement/marketing. I have partners who focus on digital services such as website development/design, SEO, animation, social, and design. Areas of focus include: Start-ups, small businesses, tech, wellness/fitness/health, fashion, hospitality (bars, restaurants, hotels), and e-commerce.

Strategic Planning
Relationship Management
Business Planning & Strategy
Sales Development
Sales
Business Strategy
Product Development
Product Marketing
Business Development
Startup Consulting
Growth Strategy
Marketing
Customer Development
Digital Marketing Strategy
Sales & Marketing
$100 hourly
Gwendolyn Y.
- 5.0/5
- (40 jobs)
Your Secret Weapon for getting out of the weeds in your business and back to what you love, so you can focus on growth, innovation, and profits Hi! I'm Gwendolyn, and I'm super excited when it comes to all things in the backend of your business and I'm so glad you're here! In 2013, I was diagnosed with Systemic Lupus and had to retire from my corporate job. It was during recovery that I said "Lord, what am I supposed to do? How can I take care of myself, do something I love and still contribute to my family financially?" I heard his response clearly, "it's in your hands." So I started thinking about all the admin and operations work I did in the corporate world for nearly 15 years and began researching if that was possible to do in the virtual space, and found there was an entire industry online doing what I was good at. I had no plans or desire to become an entrepreneur, but I had a choice to make. Go back to Corporate America and deal with the bureaucracy when it came to needing time off, doctor's visits, etc., continue fighting the social security administration to prove I needed support, OR create a business that had the potential to replace my corporate income, give me the freedom and flexibility I needed to take care of myself, and work with amazing people across the globe. I chose #3. And since then, my team and I have helped dozens of professional service providers, coaches and consultants with everything from calendar management, client onboarding, speaker manaegment, social media management, systems implementation, billing & invoicing, and the list goes on. Operations is our jam! I've done some other cool stuff too like: Studied at some of the top private institutions in Illinois. Earned a Masters Degree in Organizational Leadership from Lewis University. Earned a Bachelors Degree in Business Information Systems from DeVry University. Been recognized as one of the most influential women in business by the Daily Herald Business Ledger in partnership with the National Association of Women Business Owners – Chicago Chapter and the Women’s Innovation Network. Received the Elizabeth Timpton’s Girls Mentoring Award for my work in the community by Passages Alternative Living, Inc. And was one of twenty emerging leaders in the US selected as the receipient of the 2012 Judith O’Connor Scholar Award for Emerging Nonprofit Leaders by BoardSource. Whew, I know right, a mouth full. MY MODUS OPERANDI Kolbe- A: 8-6-3-3 MBTI: ESTJ My Rocket Fuel: Being an Integrator

Strategic Planning
Data Entry
General Office Skills
Management Development
Office Administration
Business Management
Business Consulting
Scheduling
Project Management
Strategic Plan
$60 hourly
Mohammad A.
- 4.9/5
- (328 jobs)
✅Nothing makes me more excited than my clients having a success story to be told!✅ 🏆 Top Rated Upwork Financial Consultant 💼 170+ Delivered Jobs 🕓 1000 + Worked Hours ⭐ 5-Star Feedback (Mostly) 💯 100% Job Success Score My brand is of utmost importance to me. My brand is not a logo. My brand is the promise I make, the expectations my clients have and what I stand for. I don't only sell services, but I also sell an experience; the experience of interacting together, an everlasting support for the piece of work I did, and a new friendship. I have more than 7 years of experience in making Business Plans, Financial Plans, Researches, Business Valuations, and other financial services. Clear, concise and effective Business Plans and Financial Plans based on your organizational goals and funding needs that match the funders’ expectations and for your long-term needs. I hold an MBA degree, and Top Executive Education from IMD business school (Switzerland); a top business school in Europe. I am also PMP certified and have extensive project management experience. My areas of expertise are (but not limited to): * Finance: Financial Forecasting / Financial Projections / Financial Modeling / Financial Planning / Business Valuation * Strategy: Marketing Strategy / Pricing Strategy / Business Plans / Strategic Plans / Marketing Plans * Business Process Management and Optimization. I love optimizing online businesses. * Analytics & Research: Market Research / Financial Analytics * LinkedIn Contacts and Market Research. * Project Management This includes an in-depth review of your organization to effectively communicate your vision, mission, and strategies. I will give you a business plan that will include real human market intelligence gathering, Professional Design, and a well-researched document. My submissions will help you close that financing deal with your Bank or possibly Private Equity Investors. I am results-driven, very task-oriented and can deliver you solutions for all what makes you sleepless and challenges you in your business, whether you are a start-up, small or medium-sized business, or having a growth and expansion plan. Proficient in budgeting, operations management, long-term planning and finance and holds a track record of achieving and exceeding profitability expectations and shareholder return. 1) Financial Plan, Budgeting & Forecasting, Proforma Financial Statement: I will provide you a dynamic 5 years financial model on Excel. Using that model, you will able to control the whole model. Means if you change the variable in the assumptions, the rest will change automatically. Mean I will provide you a "Dynamic Financial Model". I will also tell you where to change data. This Financial Model will contain Yearly and Monthly Financial Statement (PnL Statement, Balance Sheet, Cash Flow), Revenue & Expense Projection, Working Capital, Capex, Ratio Analysis, Break Even Analysis, Valuation, etc. 2) Business Plan Writing & Development: I will help you optimize your strategy, research and analyze your market and competitive position, and create a clear and compelling business plan to articulate your opportunity. I don't use a cookie-cutter business plan template – I develop all of my business plans from scratch to ensure we tell your unique story in the most compelling way possible 3) Business Plan Review: If you have already written your plan, we can provide an objective third party critique before you send it to investor 4) Presentation Design: Clean, clear presentations are crucial, whether you are seeking capital, partners, customers, or employees. We'll help you design a crisp presentation and coach you on how to deliver it in an engaging way. 5) Grant Writing and Program Development Strategic support to improve impact. This may include developing business plans and governance structures for enhanced organizational structuring or developing a strategy for program expansion. I can also help you identify and facilitate partnerships with similar organizations in your field. 6). Financial Analysis A Quantitative and Qualitative analysis which includes PEST Analysis, SWOT Analysis, Business Competitiveness Analysis, Economic Analysis. For qualitative analysis- I will do Vertical and Horizontal Analysis, Dupont Analysis, Ratio Analysis (Profitability, Competitiveness, Management Efficiency, Liquidity, Solvency, Capital Structure, Return to Investor)

Strategic Planning
Corporate Finance
Financial Modeling
Process Improvement
Business Process Reengineering
Business Process Modeling
Financial Management
Financial Analysis
Business Plan
Business Analysis
Strategic Plan
$125 hourly
Julius R.
- 4.7/5
- (228 jobs)
Who I am: ✅ Top Rated content and analysis for startups and financial services, focused on building your brand, your professional standing, and getting you clients and capital faster ✅ Founder of The Fund Marketing Group, boutique financial marketing agency for listed firms, Fintechs, asset managers, hedge funds, PE funds, VC funds, property funds ✅ First-hand experience in financial markets with 5+ at two UHNW family offices and 2+ years as an analyst for a Swiss Long Short Equity hedge fund. What I do: 🏆 Content marketing and branding for Fortune 500 companies, VC-backed Fintechs, multi-billion dollar investment funds 🏆Decks that have raised $350+ million for startups and funds over the last 5 years (including from Richard Branson and Roman Abramovich) 🏆 110+ satisfied clients We can do great things together if: ✅You are a top-notch investor/manager/entrepreneur but just don’t have the time to write content, articles, and decks yourself to stand out ✅You are not fully satisfied with your current marketing materials ✅ You need someone to nail 100% your company’s brand, product, and offers in a relatively short time When you work with me you will have content that will make it easier for you to: ✅Build your brand recognition and reputation ✅Raise capital and fine new investor leads ✅Become a leading voice and thought leader in your niche Please message me to learn more about my services and what I can do for you.

Strategic Planning
Blockchain, NFT & Cryptocurrency
Asset Management
Email Marketing
Strategic Plan
Business Plan
Finance & Accounting
Investment Research
Business Analysis
Emerging Tech Consultation
Fundraising
Financial Analysis
Copywriting
Advertising
Business Writing
Financial Writing
$138 hourly
Melissa M.
- 5.0/5
- (126 jobs)
CLIENT REVIEWS - "Absolutely phenomenal Contact Center SME. I had the pleasure of working with Melissa on a number of key strategic initiatives as our company developed complex client engagement frameworks for contact center-related processes. Her expertise was so apparent that we increased her scope to assist us with developing our menu of services that would speak to decision-makers. Her background working as a senior executive overseeing contact center operations shines through. She was able to effortlessly blend her "big-thinking" strategic hat with tactical delivery. Highly highly recommend." - "Melissa is an endless source of knowledge on all aspects of call center operations and compliance. We greatly benefited from her vast experience when tackling complex use cases. She is a great professional: responsive, organized, and structured in her approach. And, importantly, a great pleasure to work with!" - "Melissa is fantastic - polished, fast, enthusiastic, accurate, detailed. I will definitely rehire her for more assignments!" - "Melissa Miller is everything and more when it comes to an outstanding freelancer! Not only did she pick up technical communication very quickly, she offered advice on how to streamline future validation/data entry. The timeline of this project was perfectly executed. I enjoyed working with her very much, and will certainly be reaching out to again in the future!" - "Highly recommend. One of, if not THE, best Upworkers I have worked with. Great work product, highly communicative, and highly responsive." - "Very competent with excellent organizational, project management, and communication skills." EXPERTISE AREAS ■ Talent Management ■ Project Management ■ Customer Experience/Quality Systems ■ AOP / P&L Management ■ Research & Competitive Analysis ■ Process Improvement / LEAN ■ Leadership Development ■ Call Center Operations PROFESSIONAL RECOGNITION  2 Time Recipient, Transformer Award, WeightWatchers International  Senior Member, American Society for Quality, February 2004 – Present  Served, NICE User Group, Board of Directors, Chief Operating Officer, 2005 – 2007  Recipient, lockline / Asurion Leadership Award, May 2002  Recipient, AT&T, Malcolm Baldrige National Quality Award, April 1997  Recipient, AT&T, Circle of Excellence Award, November 1995 Solution-focused, achievement-oriented business professional with over 20 years call center experience in leadership roles. A strong team builder and leader who enjoys the challenge of organizational transformation, people development, customer experience, and product expansion. Strong capabilities in forming and implementing innovative and creative strategies, and dedicated to the principle of continuous improvement. Able to quickly organize and develop the required rapport for success. A highly ambitious individual with excellent interpersonal skills, complemented with a dedicated and dependable work ethic.

Strategic Planning
Project Management
Data Mining
Administrative Support
Customer Retention
Leadership Development
Customer Service
Strategic Plan
Business Analysis
Process Improvement
Call Center Management
$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

Strategic Planning
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
$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.

Strategic Planning
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
Justin S.
- 4.9/5
- (133 jobs)
🔥 Zendesk Expert Developer | Analytics Migration, AI Tools, & Scalable CX Strategy 🚨 Zendesk Explore's legacy dashboard builder is being phased out in Q4 2025 — I can help you migrate your dashboards to the new Analytics dashboard builder before the deadline. Don’t wait! 🚨 Hi, I’m a seasoned Zendesk consultant with 12 years of hands-on experience across the entire Zendesk ecosystem. I started using Zendesk in 2013—as an agent, then a team lead, and eventually Director of Customer Service. Today, I partner with companies of all sizes to build high-performing, scalable customer service solutions using the entire Zendesk suite. I’m not just a “click the buttons” kind of admin. I bring both technical expertise and deep CX strategy, helping you unlock Zendesk’s full potential—whether you’re launching a new instance or need to optimize and future-proof your current setup. 💡 New Zendesk Features I Can Help You Implement or Optimize: * Zendesk Analytics (formerly Explore): Custom dashboards, KPIs, MAQL reporting, and full migration support before the legacy dashboards are sunset. * AI Agents & Copilot: Use Zendesk’s AI tools to handle repetitive tasks, accelerate resolutions, and empower your team. * Generative AI: Leverage AI-powered replies, summaries, and insights to scale without sacrificing quality. * QA (Quality Assurance): Set up automated ticket reviews and performance insights to drive agent growth. * WFM (Workforce Management): Forecast demand, schedule intelligently, and keep support teams running smoothly. 🧰 Core Zendesk Services I Offer: 📈 Analytics (formerly Explore) I build sleek, powerful dashboards and custom reports that drive real decision-making. I also handle Explore → Analytics migration projects from start to finish—get ahead of the deadline. 📚 Knowledgebase (formerly Guide) & Community (formerly Gather) Branded, SEO-optimized Help Centers that boost self-service and reduce ticket volume. I’ll also customize design elements and support structure to reflect your brand’s voice and values. 📞 Voice (formerly Talk), Chat, & Text Channels Multichannel support setup done right. I can help you build intuitive workflows, integrate third-party tools, and track performance across all your channels. 🛠 Workflow Optimization & Automations From macros and triggers to complex workflows and conditional logic, I’ll make sure your Zendesk setup works for you—not the other way around. 💼 Sales (formerly Sell) Looking to bring Sales into the Zendesk ecosystem? I can set it up or optimize it to ensure smooth collaboration between support and sales teams. 🎓 Training & Scalable CX Strategy I’ve built, scaled, and led support teams that love what they do and show it in every customer interaction. I’ll help your agents become confident, high-performing brand advocates. ✨ Why Clients Keep Coming Back ✅ 12 years of Zendesk experience ✅ Strategic + hands-on implementation ✅ Responsive communication & timely delivery ✅ Always current with Zendesk's newest tools ✅ High retention rate and long-term client partnerships Whether you're just starting with Zendesk or you're knee-deep in a mature instance, I can help you bring structure, clarity, and efficiency to your support operations—plus prepare your system for the future with modern analytics and AI tools. 📩 Message me to schedule a discovery call and let’s make Zendesk work harder for you.

Strategic Planning
Project Management
Zendesk API
GoodData
Typeform
Zendesk
Zapier
Strategic Plan
Content Strategy
$175 hourly
Antony D.
- 5.0/5
- (23 jobs)
Hey there! 👋 Are you a startup founder or business leader ready to scale but overwhelmed by the challenges of growth, sales, or strategy? You’re in the right place. I specialize in helping startups and growing businesses streamline their sales processes, scale efficiently, and achieve consistent, predictable growth with tailored, data-driven strategies. What I Offer: 🚀 Startup Growth Strategies: Whether you're refining your go-to-market plan or scaling operations, I provide actionable strategies to fuel growth and position your business for long-term success. 🎯 Sales Funnel Optimization: Say goodbye to guesswork. I design and refine sales funnels that drive high-quality leads, automate follow-ups, and convert prospects into loyal customers. My focus is on creating efficient systems that save time and maximize ROI. 📈 Scaling with Confidence: From startup to scale-up, I’ll help you create a growth framework that balances rapid expansion with operational efficiency. Together, we’ll tackle challenges like resource allocation, team readiness, and market positioning. How We Work Together: I partner with you at every stage, providing hands-on support to ensure your goals are met. From building a scalable growth roadmap to refining sales messaging and streamlining strategies, I make scaling your business clear, actionable, and achievable. Why Choose Me? ✅ Proven Expertise in Scaling Startups: With a track record of helping startups and SMEs double revenues, optimize sales, and streamline operations, I know what works—and what doesn’t—when it comes to growth. ⚡ Strategic and Data-Driven Approach: No fluff, no wasted resources. I deliver strategies rooted in data, designed to drive real results. 📊 Tailored Solutions for Your Business: Every business is unique. My recommendations are customized to fit your specific goals, challenges, and industry dynamics. Let’s Scale Together! Ready to take your startup to the next level? Click “Invite to Job” or send me a message to start building a scalable, thriving business. Let’s transform your goals into growth and set the foundation for your success. 🌟

Strategic Planning
Growth Strategy
Leadership Coaching
Lead Generation
Sales
Sales Strategy
Sales Funnel
Business Services
Strategy
Leadership Development
Executive Coaching
Entrepreneurship
AccountAbility
Personal Development
Business Coaching
Startup Consulting
$225 hourly
Linda W.
- 5.0/5
- (23 jobs)
After 15 years of running a profitable e-commerce brand, Canopy Verde, I have returned to my consulting roots to help businesses grow. I built my accessories brand from scratch and achieved profitability by year 2. I’m a creative problem solver and brand strategist who can help companies make the most of their resources. I have helped subscription brands, B2B services, SaaS, B2C products, and consumer goods companies scale their businesses. As founder of Canopy Verde, I drive every aspect of the business including branding, sourcing, design, product development, sales, PR, and logistics. Prior to starting my own brand, I managed the accessories category at Fila, ran B2B marketing at American Express, and conducted in-depth analyses for clients across different industries at Bain. My background: Upwork Top Rated Plus (top 3% of professionals on the platform) Branding, sales and marketing, business development, and operations - 15 years running profitable handbag brand, Canopy Verde Management consulting - Bain + projects for Fila and Cole Haan B2B sales and marketing - American Express, clients in SaaS, tech, and retail 15+ years in design, sourcing, and product development 15+ years of industry experience in D2C, fashion, apparel, consumer goods, e-commerce Columbia MBA & Brown graduate (Phi Beta Kappa) Language skills - Mandarin and Cantonese Minority-owned Woman-owned I help growing businesses prioritize their goals and maximize their resources. If you are a startup or mid-size business, I can be your business coach, brand strategist, and fractional CMO. If you run an established business, I can identify areas of growth, improve organizational effectiveness, and provide data-backed recommendations. Here are examples of business challenges I have helped with: How do we launch a new product and get our startup off the ground? How do we create a branding and marketing strategy that will position the company for success? How can we streamline operations and improve efficiency & profitability? How do we compare to our competitors? As a management consultant, I can get up to speed quickly on an industry, gather data from various sources, and provide a comprehensive overview. I can also help with business plans, branding, and marketing strategies. I have advised companies from pre-launch startups to established brands like Fila and Club Monaco. Please get in touch if you would like samples of previous work or client referrals.

Strategic Planning
Brand Strategy
Financial Projection
Product Development
Startup Company
Industry Research
Competitive Analysis
Branding & Marketing
B2C Marketing
B2B Marketing
Sales & Marketing
Business Plan
Business Operations
Management Consulting
Growth Strategy
Strategic Plan
$75 hourly
Melanie W.
- 4.8/5
- (68 jobs)
🥇 Top 1% Freelancer on Upwork – Expert-Vetted 👩‍💻 11+ Years of Digital Marketing Expertise 💡 Specialist in Info Products, Scalable Campaigns, and Lead Generation I help entrepreneurial organizations and Subject Matter Experts connect with the right audience, driving growth through scalable campaigns and compelling strategies. As your fractional CMO, I combine creativity and data-driven insights to optimize every stage of your funnel - from awareness to conversion. ✅ Lead Generation via Meta Ads, Google Ads, SEO, and optimized content ✅ High-Performing Ad Campaigns that drive conversions and ROI. (Facebook & Instagram/ META ads, LinkedIn, Google Ads) ✅ Full-Funnel Marketing Strategies to scale your business ✅ Expertise Across Platforms like ClickFunnels, Kajabi, Thinkific, Podia, WordPress, ActiveCampaign, and more ✅ Full digital course launches and strategy Let’s align your vision with results. Ready to elevate your marketing? Drop me a message to book a call! Speak soon, Melanie

Strategic Planning
Email Marketing Strategy
Business Management
Lead Generation
Strategic Plan
Campaign Setup
Digital Marketing Strategy
Digital Marketing
User Flow
Marketing Strategy
Email Marketing
$95 hourly
anne h.
- 4.8/5
- (108 jobs)
As a result of my strategic efforts, several reputable online publications, such as Forbes, the New York Times, Condé Nast Traveler, BuzzFeed, Thrive Global, and major television networks, including ABC, NBC, and CBS, have featured my clients. This has significantly increased their profiles, amplified their brand visibility, and established their credibility. Keep in mind that I am not a wire service and no publicist can promise placements. It’s up to the editorial rooms. How Do I Work? Please note that I accept hourly contracts from clients with a verified payment method and a pre-determined weekly budget. Minimum budget is 5 hours a week for four weeks. /www.upwork . com /services/product/marketing-public-relations-strategy-roadmap PUBLIC RELATIONS Highly skilled and accomplished bilingual (French/English) public relations professional with over ten years of experience. She stands out in her field and has partnered with renowned companies throughout her career, consistently helping her clients enhance their public image and generate substantial media attention. She excels in strategically developing and executing communication plans and uses state-of-the-art technological tools to achieve optimal results. Anne's background in journalism and her deep understanding of journalists' requirements make her an invaluable asset for your public relations endeavors. · Media Placements: Anne is sought after by P.R. agencies and companies to provide leadership on unique strategic and media relations projects. Her expertise includes securing product placements in holiday guides, overseeing crowdfunding campaigns, and enhancing the reputation of executive teams. Notable is a Holiday Gifting campaign for a major not-for-profit organization, reaching millions through media placements and generating donations (the exact number has not been available to Anne). Anne proactively contacted reporters as needed, fostering solid relationships and facilitating excellent project execution with the latest targeting tools such as AgilityPR, Cision, HARO, and Qwoted. This approach resulted in desired press coverage and enhanced the clients' credibility and reputation. During a 3-month campaign, Anne secured 12 coverage pieces for Moment, reaching a 7.58M audience, which the startup CEO successfully presented to investors. · Strategic Counsel: Companies often seek Anne's expertise in developing and implementing strategic communication plans. Recently, she was hired by a public relations agency to develop a leadership plan to bolster the image of the executive team at an electric vehicle company. The client successfully executed the campaign as planned, resulting in a highly effective outcome for the client. Anne has volunteered as a strategic P.R. partner for a newborn foundation for eight years, aiding the organization's recognition. · Event Management: Anne was responsible for leading the planning and execution of various events, including the Fifth International AIDS Conference; the public deployment of the UNDB Product Coding System at the U.N. in front of diplomats and international delegations; the launch of the original LOLA's Music and Art Festival in London, Ontario, and the Fantasia International Film Festival, which is a genre film festival primarily based in Montreal. She oversaw various activities, from managing large-scale consumer engagements to organizing press junkets and product launches, ensuring every detail was meticulously attended for the festivals. Moreover, she coordinated attention-grabbing consumer and media-facing stunts that generated significant buzz and engagement and secured Brian Eno, an avant-garde musician. LOCALIZATION The leadership team at a Fortune 200 Retailer reported a 60% increase in employee participation after Anne implemented the localization process. Additionally, localized campaigns and signage resulted in a 20% increase in sales in targeted retail stores in Canada. • Developed a long-term localization process for the team by analyzing pain points, identifying internal weaknesses and strengths, and recommending best practices while implementing product recommendations. • Work with vendors to provide SOWs and partner with the Sr. Channel Marketing Manager to ensure invoices are timely and accurately processed. • Collaborate with cross-functional and product line teams to gain final approval for use. • Partner with the senior channel Marketing Manager to deliver localized content/assets internally and with external vendors. • Led all localization needs and store operation communications team across multiple channels and departments. • Created and localized web copy and online store portals for the field • Monthly newsletter for store managers and retail staff • Produced monthly reports for the executive team and maintained large budgets. • Ensured compliance with language laws and legislative requirements.

Strategic Planning
Corporate Strategy
Strategic Plan
Project Management
Content Localization
Content Management
B2C Marketing
Public Relations
Marketing Strategy
Public Affairs
Social Media Marketing
Press Distribution
Media Relations
Content Writing
$80 hourly
Jaimie Scott W.
- 4.9/5
- (58 jobs)
I'm a public relations, marketing communications, and media services professional with 17 years of experience. I started in traditional media relations and journalism, but for the last few 6 years, I have focused on social media and content marketing strategy. I'm also a published author and journalist, with experience writing for various audiences and markets. I'm aware of today's digital publishing environment, which often calls for tight deadlines and the need to iterate on the fly. I enjoy bridging social media marketing with other marketing channels, lead capture, sales enablement, and of course, ROI. I can deliver not only the high-level strategy, insight and planning, but also the day-to-day execution. Google Analytics, Google AdWords, and HubSpot certifications are available upon request.

Strategic Planning
Google Ads
Blog Development
HubSpot
Media Relations
Social Media Strategy
Google Analytics
Blog Writing
Internet Marketing
Social Media Marketing
Public Relations
$125 hourly
Kimberly T.
- 5.0/5
- (9 jobs)
Kim's field of experience spans over 12 years in the areas of Strategic Planning, Project Management, Financial Analysis, Lean Six Sigma, Continuous Improvement, Process Improvement, Operational Excellence, Business Coaching, and Leadership Principles. As a business consultant, Kim’s real world/in-the-foxhole approach has helped organizations across multiple industries. It is Kim’s keen understanding of business ecosystems that have helped her clients drive increases in productivity, organizational effectiveness, quality of products/services, along with establishing robust management systems and creating higher employee engagement and growth. Leveraging her years of experience, Kim developed a unique process improvement framework called PPAR (Plan-Perform-Assess-Refine). Through this framework, Kim has helped her clients capture voice-of-the-customer perspectives, clearly define problem areas/gaps, and establish sustainable solutions rooted to continuously improve. A trusted advisor, Kim has held a variety of interim roles within numerous startups ensuring a seamless implementation period. Kim has a proven track record in helping businesses maximize their successes and continues to work with the most dynamic organizations.

Strategic Planning
Marketing Operations & Workflow
Organizational Development
Continuous Improvement
Startup Consulting
Business Consulting
Business Coaching
Process Improvement
Lean Consulting
Management Consulting
Budget Management
Project Management
Strategy
Business Operations
Organizational Design & Effectiveness
Strategic Plan
$35 hourly
Bufang Z.
- 4.9/5
- (204 jobs)
This is Kitty from Shandong province. I have a master's degree in English-Chinese translation. I have more than 12 years working experience in sourcing and translation. My husband and I are both do sourcing and product researcher. We can be your sourcing team and buying office in China. I did sourcing for more than hundreds of clients, including Amazon sellers and drop shippers from different countries and I have many different reliable suppliers in China. What I can do for you: ⭐Product Sourcing ⭐Product inspection ⭐Dropshipping ⭐English-Chinese translation ⭐Virtual assitant ⭐Customer Service ⭐Product research Product categories I sourced: ⭐ Cosmetic products ⭐ Funitures ⭐ Baby products ⭐ Fitness products ⭐ Kitchen products ⭐ Bamboo products ⭐ Pet products ⭐ Clothing ⭐ Car/bicycle acessories ⭐ Plastic products ⭐ Printing boxes/cartons

Strategic Planning
Mandarin Chinese
Order Processing
Alibaba Sourcing
Sourcing
Order Fulfillment
Customer Service
Product Research
Shopify
Translation
Dropshipping
$75 hourly
Mohammad A.
- 4.9/5
- (644 jobs)
﴿ Recognized by Startup City Magazine among '10 Best Consultant Startups 2016'. ﴿ Recognized by Silicon India Magazine among '10 Most Promising Financial Consultants 2018'. ﴿ Authorized service partners of RAKEZ-UAE and HFZA-UAE. ﴿ Authorized 'Perks & Services' provider of HUB71-ADGM Accelerator (UAE) ﴿ Financial Consultancy Partner of Atal Incubation Centre, BIMTECH (India) ﴿ Authorized Service Partner of Zoho, Wafeq Verified Partner and Quickbooks ProAdvisor Elite Level ﴿ 800+ Jobs completed, $900K+ earnings, 45,000+ hrs worked by our company on Upwork. ﴿ CMA / MBA / BTech. - Offering highly sought after combination of financial skills, business management skills and technical knowledge. ﴿ Top 1% in Excel Modelling, 1st Placed in Financial Forecasting and 'Top Rated' contractor on Upwork. We were consistently Ranked among Top 10 contractors on Elance under Finance Category. SERVICES OFFERED: 1. CORPORATE FINANCE ADVISORY We provide financial advice to enhance an organizations’ financial performance and increase its business value. We also provide valuation and corporate investment advice. 2. INVESTMENT ADVISORY/ EQUITY RESEARCH We provide investment advisory services in equities, mutual funds, commodities, and real estate. Our highly qualified and experienced research would guide you at every stage of investment to achieve the best combination of risk and reward. 3. ADMINISTRATION/IT (ACCOUNTING AND FINANCE) We provide support for any finance related admin work such as content for portals, database management, dashboards, performance reporting, client portfolio reporting, corporate presentations and preparing layouts for annual reports. Our experienced team is well versed with many tools useful in day to day data management like Microsoft Excel VBA, Access database, Dashboard builders, Myob, Zoho, Quickbooks etc. 4. MODELING/ ANALYTICS We are proficient in conducting all kinds of financial modeling and statistical analysis in MS Excel, SPSS, Frontline and @Risk. We are skilled in use of econometric tools like probability distributions, regression, co relation, co variance, Chi Square test, Z Test, T Test, ANOVA Analysis, and Monte Carlo Simulation. We are also expert Excel Dashboard builders. 5. STARTUP SOLUTIONS We provide end to end solutions to start-ups including business plan formulation for investors, financial forecasting, investor presentations and teasers, marketing plan, budgeting, strategic plan, e-commerce launch and fund raising consultancy.

Strategic Planning
Managerial Finance
Investment Banking
Business Valuation
Private Equity
Business Proposal Writing
Business Analysis
Financial Management
Financial Analysis
Strategic Plan
Business Plan
Real Estate Investment Assistance
Corporate Finance
Business Modeling
Financial Modeling
Microsoft Excel
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Last updated: Apr 18, 2025

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Browse top Strategic Planning Specialist talent on Upwork and invite them to your project.
Once the proposals start flowing in, create a shortlist of top Strategic Planning Specialist profiles and interview.
Hire the right Strategic Planning Specialist for your project from Upwork, the world’s largest work marketplace.

At Upwork, we believe talent staffing should be easy.

How much does it cost to hire a Strategic Planning Specialist?

Rates charged by Strategic Planning Specialists on Upwork can vary with a number of factors including experience, location, and market conditions. See hourly rates for in-demand skills on Upwork.

Why hire a Strategic Planning Specialist on Upwork?

As the world’s work marketplace, we connect highly-skilled freelance Strategic Planning Specialists and businesses and help them build trusted, long-term relationships so they can achieve more together. Let us help you build the dream Strategic Planning Specialist team you need to succeed.

Can I hire a Strategic Planning Specialist within 24 hours on Upwork?

Depending on availability and the quality of your job post, it’s entirely possible to sign up for Upwork and receive Strategic Planning Specialist proposals within 24 hours of posting a job description.

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