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Hire the best Workflow Freelancers
in the United States

Clients rate our Workflow professionals
Rating is 4.8 out of 5.
4.8/5
Based on 484 client reviews
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Claire B.

Chicago, Illinois

$145/hr
5.0
110 jobs
⭐ ⭐ BEST SELLER VIP PACKAGE: 10-Hour Sprint or 25-Hour Foundational Build ⭐⭐ Get a powerful Notion system built fast—no clutter, no wasted time. Need a Notion solution quickly that can be fine-tuned and expanded later? Let’s get things moving with a VIP Sprint! 👋 Hi, I’m Claire—your go-to Notion Consultant, ready to weave magic into your workspaces! 🪄 Let’s build a system that fits how you work. Your brain works a certain way. Your team has its own rhythm. Your business moves in its own flow. The best systems don’t fight that—they work with it. I’ve built custom Notion workspaces for the following industries + more: 🏠 Real Estate 🛍️ E-Commerce 📢 Advertising 💄 Beauty 🍀 Supplements 💡 Tech Startups 🎬 Video Production 💼 Private Equity 🌱 Wellness Coaches 📈 Marketing Agencies No clutter. No overbuilt or overwhelming setups. Just a streamlined, intuitive system that evolves with you as you grow. 🤔 Not Sure if Notion Is Right for You? Book a 30-Minute Discovery Call ($15) directly from my Upwork profile to see if Notion fits your needs and discuss potential options. We’ll explore ways to streamline your workflows—no commitment required. ⚡ Need Help Right Away? Book a 30- or 60-Minute Consult directly on my Upwork profile. We’ll: - Answer your pressing Notion questions - Troubleshoot and build in real time - Maximize our time together so you walk away with immediate clarity and practical solutions 🚀 Start With a VIP Sprint – The Best Way to Build a Strong Foundation 💡 10-Hour Sprint – $1,400 - Best for solopreneurs & small teams - Lean but powerful Notion setup focused on key workflows (e.g., project/task management, client tracking, dashboards) - Designed for clarity & ease of use—so it makes sense from day one - Scalable foundation that grows with you 📈 25-Hour Kickoff Build – $3,500 - Best for businesses with multiple teams or departments - Strategic structure to support collaborative work across different teams - Streamlined workflows to reduce inefficiencies and centralize knowledge - Groundwork for deeper automations & integrations as your business scales Message me now to book your VIP Build and get Notion working for you the right way! 🔄 Ongoing Notion Support – Optimize, Automate, Scale Notion isn’t a “set-it-and-forget-it” tool. As your business grows, your system needs to evolve with it. I recommend consistent ongoing support for everyone I work with Here’s how it typically works: - 3-month rolling engagement - 2 hours/month minimum, which covers: - Two 30-minute Zoom calls to discuss updates, questions, and strategy - Allocated async time for building, documentation, training, and general improvements - Transparent time tracking in a shared portal This setup keeps us in rhythm without needing to pause and scope out every small change or dev need. If you need more or fewer hours, let me know—we can customize a plan that fits your workflow! 📩 Any questions or not sure which option is right for you? Message me—I'm here to help!
  • CRM Software
  • Communications
  • Email Communication
  • Project Management
  • Notion
  • Asana
  • Trello
  • CRM Development
  • Operations Management Software
  • Automated Workflow
  • CRM Automation
  • Project Workflows
  • Solution Architecture
Ken L.

Hollister, Missouri

$35/hr
5.0
55 jobs
Visually appealing, easy-to-use, fast, reliable, trouble-free automation that enables you to Do . . . More, Faster, Better! Clients are elated with automation results that are Consistent, and Reduce Task-Time from Hours to Seconds. That saves more than 1 week per year! I am the go-to person users seek for advice and assistance with Advanced Excel Functionality, Tools, Forms, Templates, Data Management, VBA and Office Automation. Expert skills delivering client-specific automation solutions: * Database Management (Structure, Transformation, Quality, Consistency, Ease-of-Maintenance) * Data Views,Advanced Search techniques, Quick Filters (1 click) * Analysis (Dynamic Arrays, Power Query, Power Pivot, Slicers, Charts, Graphs, Dashboards) As a Detail-Oriented developer, my work ethic is to do it right the 1st time, on time My solutions reflect best-practice guidelines, a clean / intuitive design, accuracy, reliability, high performance, consistent user-experience, and long-term value to your company. In addition to the technology side, I advocate for Business Process Improvement, focusing on ease-of-use, data quality, reliability, and workflow. My clients really appreciate someone who is business-process savvy. When it comes to hiring, I realize that you have a choice. I listen to what you say and work to exceed your expectations.
  • Microsoft Excel
  • Power Query
  • Google Sheets
  • Macro Programming
  • Dashboard
  • SQL
  • Spreadsheet Software
  • Database Design
  • AppSheet
  • Automation
  • Data Migration
  • Visual Basic for Applications
  • Microsoft Access Programming
  • Project Workflows
Kate W.

Morristown, New Jersey

$85/hr
5.0
35 jobs
Hi! I'm Kate! I’m a city girl at heart, dog momma, outdoor enthusiast, wannabe farmer, online business manager, and systems specialist. I specialize in CRM and Project Management system setups, support, and audits. I understand the struggle of completing the tedious and sometimes complex admin duties while trying to focusing on what you love and makes you money. I did it for many years as a project manager in a corporate setting and owning my own yoga studio. I had to create processes to ensure efficiency and consistency so I could get it ALL done. Now, I help small businesses, like yours, create systems and automation to streamline their businesses so that they can focus on the important stuff. Do YOU need help? I can help you map out and create systems that will have your business working for you - and not the other way around! Let's work together! ✅ Clickup (certified power user and verified consultant) ✅ Dubsado (certified specialist) ✅ Honeybook ✅ Zapier or Make Integrations ✅ many more... 👉🏻 Full or Partial System Setups 👉🏻 System Audits 👉🏻 Strategy Audit Sessions / Consulting Calls 👉🏻 Misc (system cleanups, revamps, form design, and add-on workflows/automations)
  • Team Management
  • Asana
  • Project Workflows
  • Research & Strategy
  • Web Design
  • Social Media Management
  • Marketing Strategy
  • Data Analysis
  • Content Writing
  • Email Marketing
  • WordPress
  • Zapier
  • Dubsado
  • Project Management Professional
Charles F.

Grand Rapids, Michigan

$200/hr
5.0
32 jobs
I am a certified monday.com Expert Partner and have worked with small to Enterprise size businesses for 12+ years. Together we can reduce manual tasks with automation and keep your teams in sync so you never miss a project deadline. What to expect 1. Free 30 min consultation 2. Requirements gathering deep dive, goals/expectation setting and deadlines 3. Workflow diagramming and mockup solutions in tools like monday.com, make.com or zapier 4. 1 to 3+ iterations for each set of workflows 5. User Acceptance Testing 6. Training and Implementation/Team Adoption 7. Ongoing support as needed I specialize in working with Manufacturing, SaaS, HW/SW companies, Industrial (Utilities/O&G), Service and Consulting companies. I have experience working with everyone ranging from startups to SMB and Enterprise. Use Cases & Expertise Include Business/Operation/Sales Process Automation & Optimization Customer Onboarding & Ongoing Success Processes and Strategies Pricing Strategy especially in B2B for both SaaS and HW/SW solutions Project/Program management especially in sales and process integrations Market Research: Battle cards, GTM strategies, SWOT analysis Copywriting Additional Domain Knowledge Internet of Things (IoT): I was a product manager and partner manager for broadband mesh wireless routers for industrial applications (Utilities, O&G, Manufacturing). I have also worked in manufacturing environments as a process improvement engineer. Augmented Reality (AR): I was an account manager in charge of onboarding new customers and growing accounts. I can help you with best practice around implementing AR and increasing its adoption.
  • Automated Workflow
  • Project Workflows
  • CRM Software
  • CRM Automation
  • Account Management
  • Program Management
  • Project Management
  • Business Process Automation
  • Business Strategy
  • Augmented Reality
  • Internet of Things
  • Market Research
  • Startup Consulting
  • Pricing Strategy Consulting
  • Customer Onboarding
Muriel P.

Kurtistown, Hawaii

$40/hr
5.0
30 jobs
You’re losing time and money every week doing work that automation could handle in seconds. I help businesses automate their workflows, eliminate repetitive tasks, and scale smoothly without hiring more people. Because when workflows run themselves, your team can focus on what actually drives revenue. 👋🏾 Hi, I’m Muriel. I’m a Workflow Automation & AI Systems Expert for high-performing businesses ready to go from hard-working to self-running. I build workflows that connect your entire backend: clients, projects, team, and data, so work happens automatically and results happen faster. Picture: ⚡️ Less admin ⚡️ Faster delivery ⚡️ Leaner operations You get the capacity of a bigger team, without the payroll! EXAMPLES OF WHAT I BUILD: ✅ Client Pipelines that Run Themselves Move leads from inquiry to onboarding seamlessly: proposals sent, contracts signed, and projects kicked off without manual steps. ✅ Integrated Systems That Actually Talk to Each Other Sync your tools like Asana, Slack, Gmail, and QuickBooks: no more double-entry chaos or lost information. ✅ Central Dashboards That Show Everything in Real Time Track projects, deliverables, and deadlines at a glance through connected dashboards in tools like Airtable or ClickUp. ✅ AI-Powered Workflows That Do the Busywork Automate meeting summaries, task updates, and client communications, keeping your team focused on delivery, not admin. ✅ Live Reporting & KPI Tracking Get instant visibility into workload, revenue, and team efficiency with self-updating reports that replace manual spreadsheets. 🧩 TOOLS I WORK WITH: I work across a wide range of tools, including but not limited to: → Automation & AI: Zapier · Make (Integromat) · IFTTT · n8n · OpenAI · Gemini · GPT · Claude → Project Management: ClickUp · Airtable · Asana · Monday.com · Zoho · Trello → Client Management / CRM: Dubsado · HoneyBook · ActiveCampaign · Keap · Kajabi → Communication & Team Ops: Slack · Gmail · Google Workspace · ZOOM → Email Marketing: Mailerlite · Mailchimp · Convertkit · Flodesk → Finance & Data: QuickBooks · Wave · Stripe · Xero · Google Sheets → Other Operations: DocuSign · PandaDoc · Adobe Sign · Typeform · Jotform · Google Forms I’ll optimize what you already use and integrate it with the right automations for your workflow. RESULTS YOU CAN EXPECT: ⚡️ 70–90% of repetitive admin work disappears ⚡️ Operations scale smoothly without new hires ⚡️ Every client experience and delivery feels consistent and effortless ⚡️ You finally have space to lead, not manage 💬 HEAR FROM CLIENTS LIKE YOU: ⭐️⭐️⭐️⭐️⭐️ “It was such a pleasure working with Muriel. She is patient, professional and not to mention super smart! She had so many suggestions on how I could make my workflow a success, and I truly appreciated all of her efforts in ensuring that my client onboarding process would have no friction at all. I will be hiring Muriel again! I am very pleased with her work!" — Martine, Marketing Agency Owner ⭐️⭐️⭐️⭐️⭐️ "Muriel is exactly what I was hoping to find! She knocked the job out the park and she was so great to work with. She took the time to meet with me via zoom and learn exactly what we were needing help with. She made suggestions - showing she really knew the platform we were working on. She kept me updated on the progress and finished it when she promised she would." - Whitney, Agency Owner IDEAL CLIENTS: ⚡️ Agencies juggling multiple client projects ⚡️ SaaS companies with a big client roster ⚡️ Coaching companies with growing teams ⚡️ Done-for-you service providers ready to scale ⚡️ Any business expanding faster than its systems can handle Let’s build workflows that work for you. Let's build systems that grow as fast as your revenue and free your team to focus on profit, not paperwork. Invite me to your job here on Upwork or direct Message me, and let’s turn your backend into a fully automated and powerful growing engine. ⚡️
  • ClickUp
  • Project Management
  • Project Workflows
  • Automation
  • Automated Workflow
  • Business Operations
  • Process Optimization
  • CRM Automation
  • Airtable
  • Zapier
  • Make.com
  • OpenAI API
  • ChatGPT
  • Dubsado
Nadia M.

Zebulon, North Carolina

$150/hr
5.0
25 jobs
Welcome! 👋🏽 If you’re here, you’re likely looking for guidance or support to take your growing business or current project to the next level, right? Well you’re in the right place! I specialize in building custom, high-impact workspaces in Asana that streamline your operations and boost productivity. Here’s how I can support you: 🧠 Strategy & Planning: From business process consulting to project mapping, I’ll help you streamline your operations and turn your ideas into actionable, results-driven plans. 🛠 Custom Workspace Design: I’ll build and configure a tailored Asana workspace that suits your workflow by enhancing organization, collaboration, and productivity across your team. ⚡️ Automation & Optimization: Say goodbye to manual tasks. I’ll build automated workflows, custom rules, project templates, and agile systems to boost efficiency and keep projects moving smoothly. 📊 Custom Reporting Dashboards: Get deeper insights into your projects and team performance. I’ll create dashboards that give you real-time updates on key metrics, so you can make informed decisions and stay on track. 👩🏽‍🏫 Team Training and Onboarding: Empower your team with personalized Asana training and onboarding so they can confidently adopt new systems and hit the ground running. Let’s turn your vision into a scalable, streamlined system with the power of Asana. I look forward to collaborating and helping you move forward with clarity and confidence. - Nadia
  • Digital Project Management
  • Asana
  • Agile Project Management
  • Automation
  • Process Development
  • Automated Workflow
  • Project Workflows
  • Process Design
  • CRM Software
  • Process Optimization
  • Software Integration
  • Training
  • Business Consulting

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