Hire the Best TIBCO ActiveMatrix BusinessWorks Specialists
in Canada

One of only 55 Active-Campaign certified experts worldwide (find my directory listing by Googling "activecampaign directory jacob monash"). *Note - my past Upwork projects are from a long time ago. Please check out my website for more recent, ActiveCampaign-focused case studies. I've helped clients with existing lists increase their email-based revenue by 52%, and helped clients who are just starting out with email marketing make $10,000/mo* My assistant and I offer a mix of consultation and hands-on execution to busy teams who want to use ActiveCampaign to its fullest (but don't have the time to figure it out themselves). With over 6 years of experience leading implementation for 25+ ActiveCampaign clients, I understand how to leverage complex features including contact scoring, personalized automations, segmentation and CRM. I can also help with foundational email best practices like campaign management, optimization, reporting, and email deliverability. Working with clients across B2B and B2C and a diverse range of marketing platforms, I know how to integrate ActiveCampaign into your marketing funnels. By connecting to your website, Ecommerce, learning, membership and/or analytics platforms, I ensure every lead is subscribed, and nurtured with the right message at the right time. If you've been disappointed by experts who underperformed in the past, you can take comfort that ActiveCampaign is my primary focus. Since the majority of my clients use it, you can trust that I know every little nuance to make ActiveCampaign tick. And I pass that knowledge on to your team, empowering them to use ActiveCampaign effectively. I offer an all-inclusive monthly retainer for hands-on ActiveCampaign contracting, as well as audit, consulting and migration services.

With over 15 years of expertise in IT project management and implementation consulting, I excel in driving successful outcomes through meticulous planning, seamless execution, and effective collaboration across diverse teams. My track record includes spearheading complex projects, optimizing processes, and leveraging technology to enhance operational efficiency and employee experiences. At a Canadian Government Crown Corporation, I led cross-functional teams to optimize IT operations in IT Service Management and spearheaded key system implementations, such as Ceridian Dayforce and D365 CRM, to support business objectives. My role involved managing multiple projects, streamlining software development processes, and implementing comprehensive IT request management programs. Some titles I held: Manager, IT Service Optimization and Projects, Product Manager, Business Relationship Manager and Business Analyst. As a Manager, Business Analyst at Keous Solutions Inc., I managed business analysis processes, led integration initiatives, and collaborated with external stakeholders to ensure project success. Additionally, my experience as an HRIS Business Analyst at Ryerson University equipped me with the skills to lead system enhancements and ensure compliance with regulatory requirements. My educational background includes a Bachelor of Commerce with a major in IT Management and a minor in HR from Ryerson University. I also hold certifications in ITIL 4 Foundations, Google Project Management, and Google Cloud Digital Leadership. I have completed many courses in other subjects, including Cybersecurity and have worked closely with Information Security and Audit teams. I am passionate about leveraging my skills and experience to drive project success and deliver tangible results for clients. If you're seeking a dedicated and results-driven IT project manager, delivery manager, or implementation consultant, let's collaborate to achieve your business goals.

Ontraport | Infusionsoft/Keap | HubSpot | Groundhogg | Other CRM Systems | Zapier | WPFusion | WordPress Automation | WooCommerce Automation | Gravity Forms | Crocoblock/JetEngine Why work with me? ✅ Very efficient with my time ✅ High attention to detail ✅ Ability to work with minimal supervision ✅ Flexible availability ✅ High-skill problem solver ✅ Nothing's impossible ✅ Automation needs to be simple, for both you the client and end-users. ✅ Over 50+ projects completed outside of UpWork I have 8+ years of experience working on marketing funnels and automation, client journey and customer experience systems, and all other tech related automation work. I love taking complex systems, simplifying them and making them easy to digest not only for you, the client, but your own clients using your systems as well. Highlighted projects: ✴️ - First CRM experience (2016) was being handed an Infusionsoft account and told "we need this managed by someone else". I was able to clean up the naming system, reporting, automations, and tagging to a point where the system was easily understood and handed off to another CRM tech to manage the small day-to-day operations. When I started the project, the company was a small 6-figure company and is now a multi-million dollar company. ✴️ - Advanced Ontraport/Gravity Forms school registration: Client was manually registering parents and students for extra curricular learning. I was brought in to set up an advanced registration system that could be automated. I set up a Gravity Form with Nested Forms (for students). All parent data was added to the student records and sent to Ontraport. Student s were of all ages, with different types of programs. I set up a 4-part registration automation in Ontraport that check whether the newly added record was a parent or a student, it would then split the contacts into a secondary automation that then tagged and triggered follow-up automations for both students and parents. Emails were all personalized with the correct fields for parents and students. Registration is now very simple and automated. ✴️ - WPFusion set up: I was hired by a local golf course to rebuild their website when it was accidentally deleted a few months before golfing season. After getting a version 1 website set up, we moved into a member/executives system set up with a free Hubspot account. Members added to the WordPress site were added to a list in Hubspot and given certain access via WP. Executives however, were added to their own list and given access to a completely different WordPress site (confirmation emails managed by Gravity Forms, instead of Hubspot). Each site is managed by Hubspot/WPFusion/WordPress to only show content to members logged in based on the contact list they belong to in Hubspot ✴️ - HubSpot Sales and Marketing Development for Functional Diagnostic Nutrition: This has been, by-far my favourite project to date. I have been working with the incredible FDN team for years now building out their complex systems. From the marketing, through sales, and into delivery of their world-class training program for Functional Diagnostic Nutrition practitioners. I've worked on everything from lead scoring systems, marketing event tracking for the sales team to know what information each contact has consumed, to organization of naming systems, building out custom objects, advanced integrations, you name it. PartnerStack is also integrated into this platform where the data is first collected from WordPress, passed into HubSpot for verification and filtering, and then passed onto ParterStack. Impact projects, like FDN, have become my favourite to take on due to new challenges and opportunities for growth! ---------------------- Personal Stuff: I grew up on a farm in Alberta Canada, started my working career in the automotive industry, and then due to amazing people in my life, I've found myself in the CRM and tech automation world. I love projects that are impact-focused. If you have a product or service that is focused on making an impact and a difference in other's lives, we are most likely a good fit. I've been told that my main zone of genius is taking all the complex pieces of your project that are scattered on the table, putting them together in a simple and easy to use way. It just works. And in the end you don't need to rely on me to maintain it. (unless you absolutely want me to). I always tell my clients, let me stress about the tech, you focus on business growth, and we can win together. If you're looking to get your product or service to market, looking to sell a course online, set up a marketing and sales website with CRM systems, etc, then I am the freelancer to help put it all together, help you choose the right tech, and get the implementation done within a few months - not on an agency's 10 month timeline. Looking forward to connecting with you!

Executive assistant and operations support for founders and small teams. I manage calendars, inboxes and meeting coordination, keep project trackers current, clean up and rebuild CRMs, and automate the repetitive work so nothing sits waiting on you. You can bring me in for ongoing executive assistance, general administration, project coordination, CRM management, workflow automation, or reporting. I am most useful when you need one dependable person who can handle the routine administrative work and also improve the systems behind it. What I take off your plate: • Executive support: calendar and inbox management, meeting coordination, travel planning, research, and follow-ups • Administration: documents, data entry, file organization, website updates, and client communication • Operations: project coordination, SOPs, process maps, onboarding, and recurring workflows • CRM: HubSpot, GoHighLevel, Keap, HoneyBook, Salesforce and Zoho setup, cleanup, migration, and ongoing management • Automation: Zapier, Make, and Google Apps Script • Reporting: Excel analysis, KPI tracking, Power BI, and Streamlit dashboards I also work in Notion, ClickUp, Asana, Monday, Airtable, Google Workspace, Microsoft 365, WordPress, Webflow, Shopify, and Squarespace. Recent work: • Built a complete HoneyBook client management system with automated workflows, pipelines, and email sequences • Replaced the manual review of more than 1,000 documents with a streamlined workflow • Built a 200+ contact outreach pipeline for an insurance brokerage • Turned 14 months of coaching calls into a searchable knowledge base using AI • Reorganized a consulting firm's Google Drive into a maintainable team system How I work: I do not just complete isolated tasks. Once I understand the outcome, I identify the next steps, communicate clearly, document the work, and keep it progressing without constant supervision. Anything I track carries an owner and a date, so nothing sits in a list without someone accountable for it. I work with clients across North America, the UK, and the GCC, so hours outside North America are workable. Kindly send a message to discuss if I would be a good fit you and the team.

As an operations specialist, I help take the burden of day-to-day operations off your shoulders, allowing you to focus on your core skills and scale your business. With my expertise in operations management, I provide solutions that streamline your processes, increase efficiency, and improve your bottom line. My services are designed to simplify and optimise your business operations, saving you time and cutting down inefficiencies. Whether you need a full system overhaul, SOP development, or workflow automation, I’m here to ensure your business runs smoothly and effectively. Here are some of the results my clients are getting: ✅Reduced administrative time by up to 30% ✅ Saved over 10 hours a week by automating repetitive tasks ✅ Cut operational overhead by up to 30% with better systems and processes ✅ Boosted team productivity by 45% using clear SOPs and delegation ✅ Turned messy onboarding into smooth, professional client experiences ✅ Stepped away from daily tasks so the business keeps running even when the owner is out ✅Improved customer support processes, resulting in a 15% boost in customer satisfaction Tools I work with: ClickUp · Dubsado · HoneyBook · Zapier · Asana · Trello · Google Workspace · Kajabi · ConvertKit · WordPress · Zoom · Slack · Stripe Here's what I specialise in: 👍🏽Developing and implementing Standard Operating Procedures (SOPs) 👍🏽Managing daily operations to optimise performance 👍🏽 Streamlining workflows for greater productivity 👍🏽Enhancing client support and communication systems 👍🏽Overhauling systems for efficiency and better data management Client Testimonial: "Alicia is an extremely valuable connection for my business. Forthcoming and direct when it came to improving our business and processes. Visionary and able to quickly adapt to our existing process. Definitely was a rare find for my company. We cherish the progress that resulted from our contract. We also cherish the one-off conversations that kept our team motivated. She can take teams to the next level." - Doug Walker I take the time to understand your specific needs and challenges and work with you to develop a tailored solution that meets your business goals. Industries I’ve worked with include: -Education (coaches & course creators) -Real Estate Investors -Construction Companies (Landscaping, Renovations, Design & Build) -Non-profits -Cleaning Companies -E-commerce businesses I'm currently available for: — Retainer-based OBM/Operations support — Project-based systems build and ClickUp/Dubsado setups — SOP development — Executive/VA support roles If you're ready to streamline your operations and grow your business, contact me to schedule a consultation. Together, we can develop a customised plan to take your business to the next level.

With over 𝟏𝟏 𝐲𝐞𝐚𝐫𝐬 of experience in IT architecture, system integration, and cloud infrastructure, I design and implement robust, secure, and scalable technical solutions across cloud and on-premise environments. I've assisted businesses of all sizes in integrating modern technologies to enhance performance, reduce costs, and scale faster. My work covers multiple industries and technology stacks, delivering automation-driven solutions for enterprise applications, CRM/ERP platforms, data pipelines, identity management systems, and cloud-native infrastructures. 𝐒𝐞𝐥𝐞𝐜𝐭 𝐏𝐫𝐨𝐣𝐞𝐜𝐭 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬: • Built and automated Big Data pipelines using Google BigQuery for large-scale analytics • Integrated Salesforce with multiple external data sources via Dell Boomi and custom APIs • Delivered a full-scale Okta SSO solution for 𝟏𝟓𝟎+ applications, including SAML, SWA, and CORS implementations • Developed seamless, scalable integration processes for integrating platforms such as Salesforce, NetSuite, SAP, Workday, Coupa, and Business Central 𝐓𝐞𝐜𝐡𝐧𝐢𝐜𝐚𝐥 𝐒𝐤𝐢𝐥𝐥𝐬 & 𝐒𝐲𝐬𝐭𝐞𝐦𝐬 𝐄𝐱𝐩𝐞𝐫𝐭𝐢𝐬𝐞: • 𝐈𝐧𝐭𝐞𝐠𝐫𝐚𝐭𝐢𝐨𝐧 & 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧: Dell Boomi, REST/SOAP APIs, SFTP, ETL/ELT pipelines, file-based automation, custom API integrations • 𝐒𝐲𝐬𝐭𝐞𝐦 & 𝐃𝐚𝐭𝐚 𝐈𝐧𝐭𝐞𝐠𝐫𝐚𝐭𝐢𝐨𝐧: Hands-on experience integrating platforms such as Salesforce, NetSuite, SAP, Workday, Coupa, Business Central, and Microsoft Dynamics • 𝐂𝐥𝐨𝐮𝐝 𝐈𝐧𝐟𝐫𝐚𝐬𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞: AWS, Google Cloud, Microsoft Azure, Rackspace • 𝐃𝐚𝐭𝐚 𝐄𝐧𝐠𝐢𝐧𝐞𝐞𝐫𝐢𝐧𝐠 & 𝐀𝐧𝐚𝐥𝐲𝐭𝐢𝐜𝐬: SQL Server, PostgreSQL, MySQL, BigQuery, Data Lakes, Tableau, performance tuning • 𝐈𝐝𝐞𝐧𝐭𝐢𝐭𝐲 & 𝐀𝐜𝐜𝐞𝐬𝐬 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭: Okta, Auth0, Active Directory, SSO, SAML, CORS, IAM • 𝐏𝐫𝐨𝐠𝐫𝐚𝐦𝐦𝐢𝐧𝐠 & 𝐒𝐜𝐫𝐢𝐩𝐭𝐢𝐧𝐠: Python, Shell scripting, JavaScript for automation and integration workflows • 𝐀𝐫𝐜𝐡𝐢𝐭𝐞𝐜𝐭𝐮𝐫𝐞 & 𝐃𝐞𝐬𝐢𝐠𝐧: Hybrid cloud/on-premise systems, infrastructure design, scalable data architecture, SOC-compliant design 𝐇𝐨𝐰 𝐈 𝐃𝐞𝐥𝐢𝐯𝐞𝐫 𝐕𝐚𝐥𝐮𝐞 𝐭𝐨 𝐂𝐥𝐢𝐞𝐧𝐭𝐬: I deliver value by designing and implementing tailored, scalable, and cost-effective technology solutions that align with each client's unique goals and infrastructure. My focus is on creating seamless integrations, secure architectures, and efficient workflows that drive measurable results. If you're integrating enterprise systems, building cloud infrastructure, or automating data pipelines—I'll ensure your systems work seamlessly. Let's talk.