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Top 1% on Upwork · $400K+ earned · 5.0 rating. I go inside growing businesses and rebuild the operations, systems, and revenue infrastructure that are quietly costing time and money. Growing companies don't stall because they lack ambition. They stall because their systems can't keep up. The CRM nobody trusts. The automations that quietly fail. The founder is still manually checking everything because nothing truly runs without them. That's where I come in. 𝐖𝐡𝐲 𝐦𝐲 𝐛𝐚𝐜𝐤𝐠𝐫𝐨𝐮𝐧𝐝 𝐢𝐬 𝐝𝐢𝐟𝐟𝐞𝐫𝐞𝐧𝐭 Most CRM specialists think in workflows. I think in systems. Before I ever touched HubSpot, I built a Quality Management System from scratch for a Fortune 100 logistics company, led ISO 9001 certification end to end, and drove 25% year-over-year operational improvement in a 200+ person logistics operation. That experience taught me something most marketers never learn: how to design processes that are dependable, measurable, auditable, and built to scale, not just functional today. I then spent nearly three years embedded inside ActiveCampaign, one of the world's leading marketing automation platforms, building the CRM architecture, lifecycle automation, and reporting infrastructure that supports large-scale CRM, automation, and reporting operations, not just individual client accounts. That combination, operations discipline from the ground up plus deep MarTech expertise, is what makes the systems I build different from what most freelancers deliver. 𝐖𝐡𝐚𝐭 𝐈'𝐯𝐞 𝐛𝐮𝐢𝐥𝐭 • $17,000/month in ad spend savings by identifying zero-return channels and recommending platform migration • 40+ HubSpot portals rebuilt or architected from scratch • 800% increase in Google review volume in 30 days through process automation for a legal services marketing agency • Designed and implemented well over 1,000 automation workflows across CRM, marketing, sales, and operations platforms • ISO 9001 certification implemented at a Fortune 100 facility 𝐖𝐡𝐚𝐭 𝐈 𝐝𝐨 𝐢𝐧 𝐩𝐫𝐚𝐜𝐭𝐢𝐜𝐞 Most clients come to me with one of three situations. Their systems were set up by someone else and nobody fully understands them. Their CRM has data but the team doesn't trust it. Or the founder is still in every decision even though that was supposed to change months ago. All of these are fixable. I'm typically brought in by agencies, legal and professional services firms, SaaS companies, and founder-led businesses that have outgrown their current systems and need operational infrastructure that can support the next stage of growth. 𝐈 𝐡𝐞𝐥𝐩 𝐠𝐫𝐨𝐰𝐢𝐧𝐠 𝐜𝐨𝐦𝐩𝐚𝐧𝐢𝐞𝐬 𝐰𝐢𝐭𝐡: • HubSpot, GoHighLevel, and ActiveCampaign architecture, lifecycle automation, and pipeline operations • RevOps and GTM systems including deal tracking, lead routing, and marketing-to-sales handoff • AI-enabled workflow automation using Claude, ChatGPT, Zapier, and Make • Executive dashboards and KPI reporting leadership actually uses • SOP development and operational process documentation • Cross-functional project and program management 𝐖𝐡𝐚𝐭 𝐜𝐥𝐢𝐞𝐧𝐭𝐬 𝐜𝐨𝐧𝐬𝐢𝐬𝐭𝐞𝐧𝐭𝐥𝐲 𝐬𝐚𝐲: collaborative, solution oriented, fixes it fast, comes back when needed. Great businesses don't scale because they buy more software. They scale because their operations become predictable. That's where I come in.

I help businesses turn AI from a cool idea into a working business workflow. A lot of teams know AI can help, but they are not sure where to start, what to automate, what to document, or how to avoid building something that sounds impressive but does not actually fit the way people work. That is where I help. My work sits at the intersection of AI enablement, workflow design, prompt architecture, automation, internal knowledge systems, and practical agent workflows. I help teams look at the real process first, find the friction points, and then design AI-supported workflows that are useful, repeatable, and understandable. I can help with: * AI workflow design for sales, marketing, support, operations, and internal knowledge * Prompt and instruction-set development for ChatGPT, Claude, Custom GPTs, and agent-style workflows * Custom GPTs, AI assistants, chatbot concepts, RAG-style retrieval, and knowledge workflows * Task inventory, process mapping, AI readiness reviews, and automation opportunity scoring * Documentation, SOPs, training guides, prompt libraries, and enablement content * Human-in-the-loop workflow design, review steps, guardrails, and approval processes * API-connected AI workflow concepts, MCP/server integration planning, and lightweight prototypes My background includes 20+ years in sales engineering, technical enablement, customer education, workflow design, support systems, and AI adoption. I have built AI chatbot agents, training assistants, knowledge workflows, MCP-connected prototypes, RAG-style systems, and practical AI enablement programs for business users. I also work with agent orchestration frameworks such as OpenClaw and Hermes, using them to think through how AI agents, business tools, approval steps, and human-in-the-loop workflows can operate together in the real world. I am not here to sell AI magic or force a tool into your business just because it is trendy. I help you understand the work, clean up the process, design the right AI support, and build operating habits your team can actually use. If your team is saying, “We know AI can help, but we do not know where to start,” that is exactly where I can help.

# Fractional Recruiter | People Operations | HR Coordinator I provide fractional Recruiting, People Operations, and HR coordination to help businesses keep hiring on track, stay organized, support employees, and improve the processes behind their people operations. Whether you need someone to manage recruiting for multiple open roles, coordinate day-to-day HR activities, or bring structure to an inefficient process, I can step in and provide the hands-on support your team needs. ### Recent Projects & Accomplishments: 1. Supported 2 successful hires within 2 months for a current client, managing key stages of the recruiting process from candidate sourcing and screening through interview coordination and follow-up. 2. Streamlined the client's hiring process by identifying workflow gaps and creating a more structured approach to recruiting and candidate management. 3. Currently supporting a business process improvement project, contributing to discovery, process analysis, and workflow improvement. ### My strengths * Full-cycle recruiting: sourcing, screening, candidate engagement, interview coordination, and hiring support * Strong stakeholder and candidate communication * Recruiting pipeline management and follow-through * HR coordination and employee lifecycle support * Process documentation, SOPs, and workflow improvement * Highly organized, detail-oriented, and proactive * Comfortable working independently and becoming an extension of an existing team * Practical use of AI and automation tools to improve recruiting and HR efficiency ### Experience & Projects I have hands-on experience managing recruiting activities and supporting HR operations, along with experience working on **business process improvement projects**—from discovery and identifying workflow gaps to developing more structured and efficient processes. I have also built practical workflows using tools such as **ChatGPT, Claude, Google Workspace, spreadsheets, and Zapier** to streamline repetitive recruiting and administrative tasks. ### What I can help with Recruiting: Full-cycle hiring, sourcing, screening, candidate communication, interview coordination, and pipeline management. People Operations: On boarding/off boarding coordination, HR documentation, employee records, HR trackers, internal communication, and process support. HR Operations: SOPs, workflow documentation, process improvement, and administrative coordination. I’m best suited for startups, small and mid-sized businesses, nonprofits, and growing teams that need dependable fractional recruiting or People Operations support. **If you need someone who can step in, understand your processes quickly, and take ownership of the work, I’d be happy to discuss how I can support your team.**

As an Online Business Manager (OBM) and Systems Pro with over 15 years of hands-on experience optimizing administrative and operational workflows, I'm here to help you tackle your company's operational needs. I excel at analyzing current processes to boost efficiency and close those nagging operational gaps. My work is always detail-oriented, and I'm committed to building lasting partnerships that deliver my results for my clients. My Specialties/abilities are: • Systems Consultations/Strategy Sessions • Back-end office operations mgmt/organizing • Systems automations • Done For You Dubsado setups • Done For You operations setups • Standard Operating Procedure (SOP) creation • Email marketing • Podcast Management • Team Management • Invoice creation/tracking • CRM maintenance • Client Management Programs I am an expert in: CRM Tools • Dubsado • GoHighLevel • Honeybook • Keap • Moxie • Ontraport Project/Task Management Tools • Airtable • Asana • Hive • Monday.com • Teamwork • Trello Communication Tools • Slack • MemberSpace • Circle Marketing Tools • Canva • Convertkit • LeadPages • SuperPhone • ClickFunnels • Deadline Funnels • Many Chat • VideoAsk • Hootesuite • Buffer • Later Online Course Platforms • Teachable • Kajabi Other • Google Suite • Microsoft Office Suite • Make • Zapier • SamCart I also a Certified Dubsado Specialist and Asana Ambassador. Contact me today to help you strategize to organize, automate, and ultimately manage the day-to-day backend operations of your business!

🌟 Dr. Tanvi Sachar PMP Certified Project Manager with 18 Years of Experience Certified Monday Consultant and Systems Architect • 🏆 PMP Certified with 18 years of project management experience • 🚀 125+ full Monday implementations delivered • 💼 $400K+ in Monday professional services delivered through Upwork and private clients • ⭐ Consistently five-star client feedback • 🇺🇸 75 U.S. clients served, plus multiple across Europe • 🌍 Experience across more than fifteen industries • 🤝 Supported by an internal team of six specialists for fast, high-quality delivery I do not simply set up project management or CRM systems, but I also... I design and build complete business operating systems in Monday that remove manual work, give leadership real visibility, and keep teams aligned without chaos. With 18 years of project management experience and PMP certification, I bring both strategic execution discipline and deep Monday technical expertise to every implementation. I stay personally involved in every project. The difference is simple: expert strategy plus a skilled delivery team, not a random freelancer or a one-size-fits-all agency. 💡 What I bring to your organization 🧠 Strategy-first system design I start with business process consulting, not features. You get structured workflows, clean data models, and scalable architecture instead of brittle templates. ⚙️ Technical depth Advanced automations and integrations using Make, Zapier, n8n, and APIs. I routinely consolidate five or more disconnected tools into one operational backbone. 📈 Full lifecycle delivery Process mapping, architecture, automations, dashboards, onboarding, documentation, and long-term support. 🏆 Proven results More than 78 implementations across construction, manufacturing, insurance, legal, agencies, SaaS, field operations, wholesale, and more. Most clients return for multiple follow-on projects. 🎯 What you get working with me • 📊 Executive dashboards with real-time, decision-ready insights • ⚡ 50–80% reduction in manual work through automation • 📈 A system that scales as your team grows • 📚 Clear documentation so your team stays empowered after handoff ❌ Not a fit for • 💸 Cheap quick builds • 🧱 DIY duct-tape setups • ⏱️ Shortcut-driven projects ✅ A strong fit for • 👔 Founders, directors, and operations leaders • 📉 Teams outgrowing spreadsheets and fragmented tools • 🧠 Companies ready to make Monday their operational backbone

I help businesses turn disconnected tools, inconsistent processes, and scattered information into practical operating systems supported by AI, automation, and clear documentation. My work combines AI workflow design, business process improvement, system integration, operational governance, and training. I build and teach solutions using Claude Cowork, Claude Projects, ChatGPT, Gemini, Microsoft Copilot, APIs, CRMs, Microsoft 365, Google Workspace, and the tools a business already relies on. Current consulting work: • Building an AI-assisted prospecting and workflow system for a New York City real estate business, including owner research, CRM and API integrations, spreadsheet analysis, lead prioritization, and market research workflows • Building a private executive AI workspace for an active investor, including market and investment research, legal and fund-document analysis, correspondence drafted in his voice, and reusable voice-driven workflows • Supporting an operational infrastructure program for a multi-state healthcare services company, including company-wide policies, SOPs, process governance, compliance documentation, approval structures, and standardized operating frameworks • Helping an e-commerce business improve AI adoption, analytics reporting, conversion tracking, and cross-platform visibility across Shopify, Google Analytics, Google Ads, and Amazon Before launching Haven Point Consulting, I led complex operational initiatives at Microsoft supporting Fortune 500 customers and high-value commercial operations. Enterprise operations highlights: • Supported more than $2.5 billion in commercial pipeline during a single fiscal year • Supported $420 million in commercial deal operations during a single quarter • Designed and improved workflows across teams, systems, and business processes • Managed high-stakes operational work where accuracy, documentation, and follow-through were essential How I can help: • AI workflow design and implementation Build Claude, ChatGPT, Gemini, and Copilot workflows for research, reporting, knowledge management, content development, client-facing websites and marketing, client operations, and repetitive administrative work. • Business-system integration Connect AI with CRMs, Microsoft 365, Google Workspace, APIs, databases, and existing business tools. This can include custom MCP solutions when appropriate. • AI consulting, coaching, and training Create practical AI workspaces, reusable processes, and team training so you understand how to use and maintain the system after implementation. • Operations and workflow improvement Analyze current processes, identify duplication and gaps, redesign workflows, document SOPs, and create scalable operating systems. • Operational documentation and governance Develop policies, procedures, process documentation, approval structures, and governance frameworks that create consistency and support long-term growth. I am a Prosci Certified Change Practitioner, so adoption and usability are built into my approach. I do not simply introduce another platform. I determine how the work should flow, what each system should own, and where AI, automation, or clearer documentation will create meaningful value. If you need help connecting your tools, redesigning a workflow, building an AI-supported operating system, strengthening your operational foundation, or training your team to use AI effectively, let’s discuss your project.