Behind every creative person, every small and growing business, is an Alfred. There comes a point in the development of every business where if an organizational overhaul doesn't take place, scaling isn't possible. That's where I come in.
You might know exactly what you want, or you might have a general sense of unease. Many business owners know there are things that can be done better, but they aren't sure where to start and don't have the time to figure it out.
I've spent years honing a carefully curated (but extensive) list of skills by working with small business teams and as a freelancer. These various experiences have given me invaluable insights into different industries, processes, tools and departments. I've had my hands in dozens of different projects and this has allowed me to analyze businesses and develop custom solutions.
I've also worked really hard to become acclimated to as much technology as possible. I'm certified in Asana, Notion, Make.com, Quickbooks, Trainual and Gorgias. I'm expert-level in Clickup, Trello, Monday, Processstreet, Jira, Confluence, Hubspot, Hubstaff, Harvest, Front, and many more.
Some of my specialty areas include:
- Day to day direct executive support, project management or operations management
- Acting as team communication leader and project manager ensuring efficient information sharing
- Process development
- Analyzing, streamlining and automating workflows
- Tool recommendations, data migration, set up and training
- Financials (Quickbooks, data transfers, budgets, action plans) I am a certified Quickbooks Pro Advisor! I am certified to help you optimize your usage of Quickbooks.
- I specialize in choosing, setting up and executing project management software. I am well versed in all major options. I am also an Asana Together Certified Pro and Notion Certified.
- Developing, launching and leading initiatives regarding efficiency, organization, team building, marketing, hiring, and more.
- Resource management including HR, payroll and employee engagement
- Long term goal planning, and breaking down those goals into achievable projects with specific steps and due dates
- Putting out fires, reducing bottlenecks, and keeping things from falling through the cracks
Certified in:
Asana, Notion, Gorgias, Make.com, Trainual and Quickbooks
Experienced in:
Airtable
Calendly
Canva
Clickup
Clockify
Confluence
Dubsado
Etsy
Google Data Studio
Google Products
Harvest
Hector
Hexnode
Highlevel
Hive
Hootsuite
Hubspot
Hubstaff
Insightly
Loomly
Monday.com
Office/Microsoft Products
Paymo
Post Affiliate Pro
Processstreet
Reclaim
Shopify
Sortly
Sunsama
Todoist
Trello
Various form tools (google forms, tidyform, notionforms, etc.)
Verious email marketing tools (Mailchimp, infusionsoft, constant contact, keap, etc.)
WordPress
Wrike
Zendesk
Zoho
And even more industry specific software (NutriAdmin, ServiceNow, ConnectWise, etc.)
Administrative Support
Organizational Development
Digital Marketing
Change Management
Budget Management
Process Design
Operations Management Software
Project Management
Project Management Software
Executive Support
Automation
Business Consulting
Marketing Operations & Workflow
Business Operations
Project Management Support
HighLevel
HubSpot
Jason A.
Appling, Georgia
$30/hr
5.0
28 jobs
๐๐๐ ๐พ๐ก๐๐๐ฃ๐ฉ ๐๐๐ซ๐๐๐ฌ๐จ ๐ ๐๐๐ก๐ค๐ฌ ๐๐ง๐ ๐ ๐๐๐ฌ ๐ค๐ ๐ฌ๐๐๐ฉ ๐ข๐ฎ ๐๐ก๐๐๐ฃ๐ฉ๐จ ๐๐๐ ๐ฉ๐ค ๐จ๐๐ฎ ๐๐๐ค๐ช๐ฉ ๐ข๐ฎ ๐ฆ๐ช๐๐ก๐๐ฉ๐ฎ ๐ค๐ ๐ฌ๐ค๐ง๐ ๐๐ฃ๐ ๐ฌ๐๐๐ฉ ๐ฎ๐ค๐ช ๐จ๐๐ค๐ช๐ก๐ ๐๐ญ๐ฅ๐๐๐ฉ ๐๐ง๐ค๐ข ๐ข๐.
โญ"Amazing and timely work."__eekkel(Ireland)
โญ"Very easy to work with. Delivery is excellent. Definitely recommend for future projects."__ayeeeejay3(United States)
โญ"He was AMAZING! Made exactly what I wanted and was very timely."__touchedbytyca(United States)
โญ"Will hire again!"__aelsamna(United States)
โญ"Very easy to work with, got the job done very very fast. โ 10/10 would buy again! ๐ฏ"__leonfrankol(Germany)
โญ"Excellent work, very knowledgeable with Webflow. Also clearly has knowledge with a lot of other software so will be using in future!"__chrisportwine(United Kingdom)
โญ"Very helpful, available, good communication and flexible on the project needs and did the work right! Trustworthy individual, I would recommend!!!"valentinegodin(Spain)
Unlock Productivity & Organization with Custom Notion Templates
Are you tired of feeling like your productivity and organization are holding you back? Do you dream of a streamlined workflow, a crystal-clear mind, and a sense of control over your tasks and projects?
As a seasoned Notion expert with a passion for optimization, I can help you unlock the full potential of this powerful tool. With my expertise, you'll get:
Custom Notion Templates Tailored to Your Needs:
- Task Management Systems: Streamline your workflow and stay on top of your tasks.
- Project Management Templates: Keep your initiatives on track and organized.
- Note-Taking Systems: Stay organized and focused with effective note-taking.
- Database Templates: Track and analyze your data efficiently.
Seamless Onboarding Experience:
- Comprehensive Setup: Configure your Notion workspace for optimal use.
- Personalized Walkthrough: Learn how to use your custom templates effectively.
- Ongoing Support: Ensure you get the most out of Notion with continuous guidance.
Expert Guidance on Maximizing Notion's Features:
- Customized Workflow Creation: Utilize pages, blocks, and databases to fit your needs.
- Automation and Insights: Leverage templates, formulas, and rollups.
- Tool Integration: Enhance productivity by integrating Notion with other services.
A Productivity and Organization System That Works for You:
- Tailored Workflow: Align your system with your unique needs and goals.
- Clear Notation System: Stay organized and focused with concise notations.
- Scalable and Flexible: Adapt your system as your needs change.
Don't let inefficiencies hold you back any longer. Let's transform your workflow and unlock your full potential together!
What You Will Get:
- A dedicated Notion expert with a proven track record of success.
- Custom solutions tailored to your specific needs and goals.
- Fast and efficient delivery to get you up and running quickly.
- Ongoing support and guidance to ensure your continued success.
- A comprehensive understanding of Notion's features and functionality.
- A personalized approach to ensure you get the most out of our collaboration.
Don't wait โ take the first step towards a more productive and organized you. Hire me now and let's get started!
Project Workflows
Digital Project Management
Notion
Collaboration Tool
Project Management
Task Automation
Business Analysis
Systems Development
Automated Workflow
Process Modeling
Database Design
Make.com
Michelle R.
Mechanicsburg, Pennsylvania
$95/hr
5.0
127 jobs
Top 1% on Upwork ยท $300K+ earned ยท 5.0 rating. I go inside growing businesses and rebuild the operations, systems, and revenue infrastructure that are quietly costing time and money.
My background is not typical for this work. I designed and implemented a Quality Management System from scratch for a Fortune 100 logistics organization and led ISO 9001 certification. I supervised teams of 200+ in high-volume 3PL environments. I spent nearly three years embedded inside ActiveCampaign, one of the leading marketing automation platforms in the world, building the automation workflows, CRM operations, and reporting infrastructure that power modern demand generation. That foundation shapes how I think about every system I touch.
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 in it but the team does not trust it. Or they are still in every decision even though that was supposed to change months ago. All of these are fixable.
Where I spend most of my time:
HubSpot and ActiveCampaign CRM architecture, lifecycle automation, and pipeline operations. RevOps and GTM systems including deal tracking, lead routing, and marketing-to-sales handoff. Event operations and launch program management. Workflow automation via Zapier and Make. SOP development and operational process design. KPI dashboards and executive reporting. Cross-functional project and program management.
What clients consistently say: collaborative, solution oriented, fixes it fast, comes back when needed.
If your systems are running but you are not sure what is actually happening inside them, that is exactly where this work starts.
ActiveCampaign
Marketing Automation
Email Marketing
HubSpot
Marketing Automation Strategy
Marketing Operations & Workflow
Zapier
Process Improvement
CRM Automation
SaaS
Data Integration
Data Management
Revenue Management
Business Operations
Program Management
KPI Metric Development
Automated Workflow
Landon H.
Mount Airy, North Carolina
$45/hr
5.0
18 jobs
Hi, Iโm Landon ๐
I help inventors, startups, and businesses turn ideas into real products through CAD design, prototyping, manufacturing, electronics integration, and 3D printing.
Unlike many CAD freelancers, my background comes from years of hands-on work across manufacturing, machining, fabrication, electronics repair, and mechanical systems. That experience allows me to design products that not only look good on screen but are practical to build, assemble, test, and manufacture in the real world.
Whether youโre starting with a sketch, refining an existing concept, reverse engineering a part, or developing a product for production, I can help with:
โข Product Design & Development
โข Shapr3D CAD Modeling & Training
โข Functional Prototypes
โข 3D Scanning & Reverse Engineering
โข FDM & MSLA 3D Printing / Additive Manufacturing
โข Electronics Enclosures & Integrated Assemblies
โข Mechanical Design & Custom Mechanisms
โข Manufacturing-Ready Files: STEP, STL, DXF
โข Design for Manufacturing
โข Technical Renderings & Presentations
My projects have included consumer products, illuminated signs, industrial equipment, drone components, automotive accessories, custom electronics, tooling, and production-ready assemblies.
With in-house 3D printing and scanning, I can prototype parts, check fitment, and refine designs throughout the process. This helps catch problems early, reduce development time, and create designs that are ready for the next step.
Why work with me?
โ Real-world manufacturing and fabrication experience
โ Electronics, mechanical, and product development knowledge
โ Hands-on prototyping, 3D scanning, and testing capability
โ Fast communication and practical problem-solving
โ Top-rated freelancer with a 100% Job Success Score
If you need more than just CAD work and want someone who understands how products are actually built, Iโd be happy to help bring your idea to life.
3D Printing
3D Modeling
3D Design
Prototyping
CAD
Modeling
CAD Drafting
Manufacturing
Laser Engraving
Laser Cutting & Engraving Software
Electronic Circuit Design
Product Design
Mechanical Design
Industrial Design
Rendering
Tanvi S.
Philadelphia, Pennsylvania
$35/hr
4.9
117 jobs
๐ Dr. Tanvi Sachar
PMP Certified Project Manager with 18 Years of Experience
Certified Monday Consultant and Systems Architect
โข ๐ PMP Certified with 18 years of project management experience
โข ๐ 125+ full Monday implementations delivered
โข ๐ผ $400K+ in Monday professional services delivered through Upwork and private clients
โข โญ Consistently five-star client feedback
โข ๐บ๐ธ 75 U.S. clients served, plus multiple across Europe
โข ๐ Experience across more than fifteen industries
โข ๐ค 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.
๐ก What I bring to your organization
๐ง 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.
โ๏ธ Technical depth
Advanced automations and integrations using Make, Zapier, n8n, and APIs. I routinely consolidate five or more disconnected tools into one operational backbone.
๐ Full lifecycle delivery
Process mapping, architecture, automations, dashboards, onboarding, documentation, and long-term support.
๐ 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.
๐ฏ What you get working with me
โข ๐ Executive dashboards with real-time, decision-ready insights
โข โก 50โ80% reduction in manual work through automation
โข ๐ A system that scales as your team grows
โข ๐ Clear documentation so your team stays empowered after handoff
โ Not a fit for
โข ๐ธ Cheap quick builds
โข ๐งฑ DIY duct-tape setups
โข โฑ๏ธ Shortcut-driven projects
โ A strong fit for
โข ๐ Founders, directors, and operations leaders
โข ๐ Teams outgrowing spreadsheets and fragmented tools
โข ๐ง Companies ready to make Monday their operational backbone
Project Workflows
Operations Management Software
Software Architecture & Design
CRM Automation
CRM Development
CRM Software
Workforce Management
Business Innovation
Digital Marketing Management
Digital Marketing Strategy
Implementation
Catalina O.
Pittston, Maine
$55/hr
5.0
8 jobs
Tired of broken processes and spreadsheets nobody actually uses?
My background includes pharmacy benefits analytics at Xevant and enterprise healthcare data work at Change Healthcare โ which means I understand operations at a level most freelancers don't.
I help businesses fix both sides of the problem: building clean data systems and the process documentation to make them actually stick.
What I help with:
โ SOPs and workflow documentation
โ Process mapping and bottleneck analysis
โ Excel & Access dashboards, trackers, and databases
โ SWOT analysis and operational recommendations
โ Cross-functional coordination and client-facing reporting
Whether you need a quick-turnaround dashboard or a full workflow overhaul, I work fast, communicate clearly, and deliver things that get used.
I'm based in Maine but work across time zones โ US, Australia, Europe, no problem. Clients describe me as a "clear communicator, committed to quality, and reliable" โ and that's exactly how I work on every project.
If that's what you need โ let's talk.
Data Analysis
Data Visualization
Data Cleaning
Microsoft Excel
Microsoft Access
Healthcare
Process Improvement
Process Flow Diagram
Continuous Improvement
Operations Analytics
Project Management
Documentation
Lucidchart
Business Process Management
Value Stream Mapping
Journey Mapping
Microsoft Visio
Atlassian Confluence
SQL
Business Analysis
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Emerald Tiger
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Kinetic Investments
โOur very specific requirements can be a challengeโWith Upwork, weโre able to access a bigger community to ensure the success of our projects.โ
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Summa Linguae
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