Hire the best Workflow Freelancers in the United States

Check out Workflow Freelancers in the United States with the skills you need for your next job.
Clients rate Workflow professionals
Rating is 4.8 out of 5.
4.8/5
based on 484 client reviews
  • $150 hourly
    The great Thomas Sankara once said, "We must dare to invent the future" — and I took that to heart. Sticking to my committed values and utilizing my diverse skill set, I challenge clients to help them reach new levels of performance. ✈️ Every business is unique. Like in my own journey, the steps you took to make your business thrive are the reason you're successful today. When we work together, I architect specific solutions to the needs of your organization. With my unique approach to problem solving and desire to say "yes" to your workspace dreams, we can build a system that has you spending less time on admin headaches and more time doing what you do best—serving your clients. Let’s build the online workspace of your dreams. ☁️✨ Talk soon, Anna "There's so much to learn from Anna's expertise and experience, making this episode a must-listen for anyone seeking to improve their business operations, project management, and online work collaboration." - In Systems We Trust Podcast "In the time it took you to read this review, Anna could have already solved whatever project management problem you need help with. Don't look at other candidates. Hire her!" - Will C. "Wonderful partner to design workflows. Anna consulted with us to provide a better solution than what we had in mind and provided great value at cost. Highly recommend!" - Zoravar T. "Had an amazing time working with Anna not only is she very knowledgeable about Click-up she also makes working with her fun! Thank you, Anna!" - Joseph P. "So so so helpful! Made it make sense - FAST! Will be back soon for more handy hints! Thank you x" -Keziah W. "We wanted to get a POV and recommendation for tools and methods that would improve our project management in a small team. Anna was well prepared in advance of our call and had actual examples that she could use to demonstrate upon request. We came away with a clear set of next steps." - Alex W.
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    Risk Management
    Growth Strategy
    Project Workflows
    Automated Workflow
    SaaS
    Make.com
    Process Design
    API Integration
    Project Management
    Squarespace
    Automation
    Process Optimization
    ClickUp
    Asana
    Agile Project Management
  • $85 hourly
    Consider this rule: The most important person in my business is my customer and how I connect with them is critical – whether it’s changing careers or improving processes. As an award-winning professional with 20+ years of experience in business process improvement, lean consulting, project management, and career coaching, I will be the professional you and your business can rely on to deliver the results you require. You will always receive high-quality service and deliverables like my satisfied clients at Jerry Leigh Entertainment Apparel, C&A, NYDJ, Guess & Warnaco (to name only a few). **Innovative Management Consultant – Operations and Process Dynamo** Please review my specialty profile for more about how my process improvement and operations management skills will benefit your business. Whether we're working on streamlining your current processes and support systems or managing a new initiative to help you explode your growth, my years of experience in requirements analysis, flowcharting, business analysis, and project planning will all be accessed to meet your specific goals. Your project will profit from my expertise in managing and coordinating multi-national teams from: • initial scope and discovery • systems review • detailed project definitions **TRUSTED LEADERSHIP ADVISOR OF BUSINESS PROFESSIONALS** Whether you want a proven career coach to update your resume and refresh your LinkedIn profile, or take the skills you already have and help you become a freelancer, I have the experience to get you there. When you're looking to advance your career or transition to freelancing, you need someone who’s been there and who understands the value of presenting yourself professionally and with confidence. My expertise in working with executives of all levels globally will help you create: • Eye catching Resumes • LinkedIn Profile that is strategic • Engaging UpWork profiles • Assignment winning proposals **MY COMMITMENT TO YOU** Your success is my goal. Let’s work together to get you and your projects to the next level. Schedule an interview today, and let’s get you started right away! You can count on me for exceptional deliverables and clear communication. Please review my portfolios and let’s get to work!
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    Travel Planning
    Coaching
    Event, Travel & Hospitality Software
    Executive Coaching
    Project Management
    Business Writing
    Business Strategy
    Process Engineering
    Teaching English
    Business Analysis
    Leadership Skills
    Management Consulting
    Project Workflows
    Life Coaching
    Career Coaching
  • $139 hourly
    Hello there! 👋 I'm your go-to Notion Consultant, ready to weave magic into your workspaces! 🪄 🌟 NEW - Introducing 5 Hour VIP Days for $649! 🚀 Send me a message to explore your exclusive VIP Day experience. Perfect for crafting a simple Notion workspace in one day or developing an intricate space over multiple VIP sessions. 🛠️✨ Ready for more? Book a Workflow Mapping VIP Day once your workspace is established. This deep dive is crucial for identifying, mapping, reworking, and streamlining your team's workflows within Notion. We'll explore the origins of your data, who inputs it, how it's updated, and where we can streamline processes. It's pivotal for uncovering opportunities for automation and integrations, setting the stage for a solid game plan, and providing a quote for an automation project, all while documenting SOPs along the way for seamless continuity. 🗂️🔍 I am an expert in building custom Virtual Offices and Personal Life OS workspaces in notion. I have been working with Notion since 2020 and have had the pleasure of building custom spaces for individuals and teams in various industries, including: - real estate 🏠, cosmetics 💄, supplements 🌿, consumer products 🛍️, ad agencies 📈, video/content production 🎥, tech/AI startups 🤖, and more. From nifty bug ticketing tools for data science teams to personal habit tracking tools, my experience is diverse and extensive! If You're Ready to Dive In 🏊‍♀️: Got a vision for your perfect Notion workspace? Let’s make it a reality! Whether it's for business brilliance 💼 or personal productivity 📅, I'm here to help craft a space that's all about organized, confident, and smooth sailing operations. 🛳️ Got a project in mind? Drop me a message 💌 – I'm all set for quick and snappy turnarounds! ⏰ Still Wondering? Book THE CONSULT 🤔: If Notion still feels like uncharted territory, fret not! Book a session with me to explore its wonders. 🌟 Opt for "THE CONSULT" for a breezy 30-min chat at $15, perfect for deciding if Notion is right for your project. *Schedule Consult by seeing where it says Consultations below my profile bio here! Click where it says "Development & IT"* Ready to Dive In ? Book THE WORKING SESSION 🛠️: In a rush or stuck on something? Maybe you just need an hour to build/learn with an expert! Book "THE WORKING SESSION" for hands-on, efficient help. We'll dive straight into solving your challenges, ensuring you get the most out of our time together! *Schedule Consult by seeing where it says Consultations below my profile bio here! See where it says "Development & IT and click to page 2" ** Beyond Notion: Process Consulting 🔄: Notion's just the start! As a Process Consultant, I'm all about fine-tuning your entire tech stack, ensuring seamless workflows that span beyond Notion. 🌍 This includes: Streamlining workflows for max efficiency ⚙️ Tackling bottlenecks head-on 🚧 Crafting new, goal-aligned processes 🎯 Training teams for a smooth transition 🤝 Keeping an eye on process effectiveness over time 🔍 Ready to revamp how you handle work or life? Or need some pro tips in process optimization? I'm just a message away! 📩 Feel free to reach out with any questions – I'm always eager to chat and jump into a new project!
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    Solution Architecture
    Project Workflows
    CRM Automation
    Automated Workflow
    Operations Management Software
    CRM Development
    Trello
    Asana
    Notion
    Project Management
    Email Communication
    Communications
    CRM Software
  • $35 hourly
    Design visually appealing, easy to use, reliable, trouble-free automated Excel solutions that enable Users to Do . . . More, Faster, Better! I am the go-to person my colleagues ask for Excel / VBA / Data Management / Automation assistance and advice. Visual Basic for Applications (VBA) expert highly skilled in delivering client-specific custom office automation solutions: * Data Management (structure, transformation, quality, consistency, ease of maintenance) * Dynamic Data Views / Analysis (1 click) * Dynamic Analysis (pivot tables, slicers, charts, graphs, dashboards) Experienced incorporating Excel Advanced Functions (Dynamic Arrays), Data Management, and Automation tools (Power Query, Pivot Tables, VBA, etc.) 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 productivity improvement. 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.
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    Project Workflows
    Microsoft Access Programming
    Visual Basic for Applications
    Data Migration
    Automation
    AppSheet
    Database Design
    Spreadsheet Software
    SQL
    Dashboard
    Macro Programming
    Google Sheets
    Power Query
    Microsoft Excel
  • $50 hourly
    A Notion Expert with specialization in setting up Enterprise-level Notion systems. My expertise extends to building and optimizing Agency's workspaces, implementing organized databases, streamlining processes tailored to business workflows. Whether you're looking for a customized Notion website or template or a robust Agency setup, I am available, to transform your team's experience with Notion fostering collaboration and productivity. Let me guide you through the intricacies of Notion, leveraging my skills to enhance your project management processes and create a workspace that aligns perfectly with your needs. Notion Offers: Notion setup, Notion Workflow, Notion template, Notion CRM, Notion database, Notion website, Notion workspace, Notion dashboard, Notion integration, Notion formula, Notion Table, Notion API [Keywords: Notion Expert, Notion Project, Notion Website, Management, Virtual Assistant Notion, Notion Digital Marketing Agency, Notion Coaching Agency, Notion Marketing Agency, Automation, Make.com, API, API integration, Data Entry, Task Automation, Notion Tutoring Agency]
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    Microsoft Excel
    Virtual Assistance
    Data Entry
    Administrative Support
    Automation
    Database Design
    Template Design
    Templates
    Digital Project Management
    Project Workflows
    Agile Project Management
    Project Management
    Notion
    Asana
  • $75 hourly
    I’m Brittany, a Certified Dubsado Specialist and Systems Strategist specializing in creating streamlined systems that empower pet professional entrepreneurs to thrive. I understand the daily grind of running a pet business. For years, I juggled every role imaginable in the veterinary world, from client relations to operations. This hands-on experience, combined with my years of experience in the pet-sitting industry, taught me the importance of streamlined systems and efficient workflows. Now, I help fellow pet professionals like you save time and reduce stress by creating customized systems that automate your tasks and improve your overall efficiency. This allows you to focus on what you love most – helping animals. *Not a Petpreneur? My expertise extends beyond the pet industry. I help all service-based businesses achieve greater efficiency and productivity. My services: ⭐Total System Buildouts ⭐Strategy & Mapping Sessions ⭐System Audits ⭐Odds n' Ends VIP Days (great for system cleanups, revamps, or punch lists!) ⭐Tech Stack ⭐Monthly Tech Support Retainer Get 30% off your first month or year of Dubsado with code BFLLC
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    Dubsado
    Database Management
    CRM Automation
    Email Support
    Google Workspace Administration
    Project Workflows
    Form Development
    Project Management Support
    Customer Relationship Management
    Zapier
    Automation
    Automated Workflow
    Asana
    Microsoft Office
  • $100 hourly
    Hire me to help elevate your business by unleashing the power of Smartsheet! I'm a certified Smartsheet expert who specializes in solving problems, building custom solutions, training users, and providing on-demand support. I help clients think outside the box to push the boundaries of what's possible. My clients span a variety of industries including healthcare, human resources, facilities & real estate, supply chain management, education, and software development. I'm a seasoned developer who has built countless custom solutions to manage projects, budgets, invoicing, expenses, inventory, sales pipeline, timesheets, employee portals, and more. As a project manager by trade, I know how to manage my time to meet client deadlines. I'm skilled in stakeholder management, project scoping, scheduling, risk management, change management, and process improvement. I have an MBA and two Smartsheet certifications for Core Application and Project Management. Reach out today to learn how I can meet the needs of your business.
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    Project Workflows
    Project Objectives
    Employee Training
    Critical Thinking Skills
    Project Scheduling
    Process Improvement
    Change Management
    Requirements Specification
    Leadership Skills
    Smartsheet
    Communication Strategy
    Project Risk Management
    Dashboard
  • $95 hourly
    Engineering background with 4+ Years Smartsheet experience, 7+ Years fast-paced corporate experience at a Fortune Global 500 List - I can take your Smartsheet experience to the next level. Core Product Expert, Datashuttle, Control Center - and more! I've built custom solutions across many industries including: Construction, New Store Development, Real Estate, Manufacturing, Sales, Marketing - just to name a few! From team-level solutions to Executive Leadership Dashboards, I can help you maximize Smartsheet to its full potential. Book a consultation call today and we can hit the ground running!
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    Microsoft Excel
    Compliance Consultation
    Environmental Engineering
    Project Management
    Project Workflows
    Project Scheduling
    Data Analysis
    Smartsheet
    Engineering & Architecture
    Dashboard
    Microsoft PowerPoint
  • $45 hourly
    **Message me for additional work samples and case studies.** Hi, I’m Danyelle! 👋 I work with service providers, small businesses, and agencies to consult on business operations strategy, manage the day-to-day in your business, act as the primary point of contact for vendors and contractors, and allow you – the business owner or exec – to do what you do best. 💻📈 As an operations manager, I can help with: 🔹 Quarterly Goal Planning 🔹 Project Management Software Setup 🔹 Team Management - Including HR Tasks 🔹 New Team Member Onboarding or New Employee Hiring 🔹 New Client Onboarding/Offboarding 🔹 Client Experience Management or Customer Experience 🔹 Systems & Processes Creation 🔹 Workflow Planning 🔹 Marketing Strategy/Management 🔹 Marketing Operations & Content Operations 🔹 SOP (Standard Operating Procedure) Creation 🔹 Business, Team, and Marketing Reporting I have worked with the tools and tech below: ▪️ ClickUp ▪️ GSuite ▪️ Slack ▪️ Microsoft Office ▪️ Microsoft Excel ▪️ Google Sheets ▪️ Canva ▪️ AirTable ▪️ Asana ▪️ Notion ▪️ Trello ▪️ Basecamp ▪️ Wordpress ▪️ Squarespace ▪️ Wix ▪️ Hubspot ▪️ Sprout Social ▪️ SEMrush ▪️ Skype ▪️ Zapier ▪️ Make/Integromat My knowledgebase includes: ▪️ Data Analytics (pertaining to small business management, agency management, marketing, and profitability) ▪️ Customer Experience ▪️ Scaling Up ▪️ EOS (Entrepreneurial Operating System) ▪️ PARA Method (for organization) ▪️ Project Management Systems ▪️ Agile Project Management ▪️ ADDIE model (instructional design framework used in HR and Learning Management) Does it sound like we may be a good fit? ⬇️⬇️⬇️ ✉️😃 Send me a message so I can learn more about your business.
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    Communications
    Content Marketing Strategy
    Business Operations
    Employee Onboarding
    KPI Metric Development
    Business Strategy
    Digital Marketing Strategy
    Administrative Support
    Client Management
    Business Management
    Team Management
    Project Management
    Project Workflows
    Asana
    ClickUp
  • $90 hourly
    Summary: As a Senior Jira Implementation Consultant, I offer over 17 years of experience in software development and support. The last 8 years, my work efforts have been focused on the Atlassian software stack. My efforts on the Atlassian Stack include the following products. • Jira Software • Jira Service Management (Formerly known as Jira Service Desk) • Confluence • Insight Asset Manager • Advanced Roadmaps • OpsGenie • Scriptrunner (third-party add-on) • Jira Miscellaneous Workflow Extensions (JWME) (third-party add-on) • Many other third-party add-ons This experience includes both Server and Cloud instances. My implementations have been for both small organizations (less than 150 Users) and exceptionally large organizations (more than 8,000 Users) The industries covered by my implementations include the following: • Information Technology companies • Healthcare companies • Global Finance companies • Retail Companies • State Education Associations • Best-in-class fulfillment providers Top Areas of Experience: * Groovy Scripting using Scriptrunner and Jira Miscellaneous Workflow Extensions (JMWE) * Jira Software Configuration and Administration * Jira Service Management (formerly known as Service Desk) Configuration and Administration * Confluence Configuration and Administration * Implementing and Configuring third-party add-ons
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    Task Creation
    Status Reports
    Incident Management
    Project Plans
    Ticketing System
    Project Scheduling
    System Administration
    Scrum
    Jira
    Project Workflows
    Atlassian Confluence
    Microsoft Excel
    Microsoft Access Programming
    Project Management
    Business with 100-999 Employees
  • $85 hourly
    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)
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    Project Management Professional
    Dubsado
    Zapier
    WordPress
    Email Marketing
    Content Writing
    Data Analysis
    Marketing Strategy
    Social Media Management
    Web Design
    Research & Strategy
    Project Workflows
    Asana
    Team Management
  • $75 hourly
    I help service providers, coaches, and agency owners save time and run smoother businesses with strong operations and automation tools. 30+ businesses transformed, 10+ hours saved per client weekly, served award-winning agencies & Fortune 500 coaches. " 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. We will def work with her again! " - Whitney, True Story PR 𝗟𝗶𝗸𝗲 𝘄𝗵𝗮𝘁 𝘆𝗼𝘂’𝗿𝗲 𝗵𝗲𝗮𝗿𝗶𝗻𝗴? 𝗜𝗻𝘃𝗶𝘁𝗲 𝗺𝗲 𝘁𝗼 𝘆𝗼𝘂𝗿 𝗷𝗼𝗯 𝗼𝗻 𝗨𝗽𝘄𝗼𝗿𝗸 𝘁𝗼 𝘀𝗰𝗵𝗲𝗱𝘂𝗹𝗲 𝗮 𝗙𝗥𝗘𝗘 𝗱𝗶𝘀𝗰𝗼𝘃𝗲𝗿𝘆 𝗰𝗮𝗹𝗹 𝗮𝗻𝗱 𝗳𝗶𝗻𝗱 𝗼𝘂𝘁 𝗵𝗼𝘄 𝘄𝗲 𝗰𝗮𝗻 𝘀𝘁𝗿𝗲𝗮𝗺𝗹𝗶𝗻𝗲 𝘆𝗼𝘂𝗿 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀. 🔎 This is what makes me very different from anyone else you could work with: ⭐ 𝗙𝗮𝘀𝘁𝗲𝗿 𝗧𝘂𝗿𝗻𝗮𝗿𝗼𝘂𝗻𝗱: Most of my projects are completed in just 7–14 days, and VIP Days deliver results in just 24 hours. ⭐ 𝗖𝗼𝗺𝗽𝗿𝗲𝗵𝗲𝗻𝘀𝗶𝘃𝗲: From consultations and implementation to team training and post-project support, I cover it all. ⭐ 𝗘𝗹𝗶𝘁𝗲 𝗖𝗹𝗶𝗲𝗻𝘁 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲: I make the process stress-free and personable, ensuring every step is smooth and enjoyable. This is one of my client's favorite parts of working with me. 𝗧𝗲𝗰𝗵 𝗦𝘁𝗮𝗰𝗸 𝗮𝗻𝗱 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀: HoneyBook 🛠️ Dubsado 📋 ClickUp 📊 Zapier 🤖 CRM Setup Project Management Systems Marketing Automation Are we a fit? 𝗜𝗻𝘃𝗶𝘁𝗲 𝗺𝗲 𝘁𝗼 𝘆𝗼𝘂𝗿 𝗷𝗼𝗯 𝗼𝗻 𝗨𝗽𝘄𝗼𝗿𝗸 𝘁𝗼 𝗳𝗶𝗻𝗱 𝗼𝘂𝘁 𝗵𝗼𝘄 𝗜 𝗰𝗮𝗻 𝗵𝗲𝗹𝗽 𝘆𝗼𝘂 𝘀𝗰𝗮𝗹𝗲 𝘄𝗶𝘁𝗵 𝗽𝗲𝗮𝗰𝗲 𝗼𝗳 𝗺𝗶𝗻𝗱!
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    Leadership Skills
    Virtual Assistance
    CRM Automation
    Process Optimization
    Business Operations
    Communications
    Administrative Support
    Automated Workflow
    Automation
    Project Workflows
    Project Management
    Digital Project Management
    Customer Relationship Management
    ClickUp
  • $95 hourly
    Expert of Business Process Automation specializing in GoHighLevel, Zapier, Make/Integromat, IFTTT, Airtable, and Softr. My background is in technical product management and then I transitioned to running a small business, which I scaled and automated. So, whether your business is big or small, I can automate your business processes and help you step closer to your goals. I specialize in helping businesses and agencies automate their processes as well as their clients. I am willing to white-label my services for your clients to make your offer irresistible. Have experience working with: GoHighLevel Zapier Airtable Softr Monday Pabbly ClickUp Notion Google My Business (GMB) Facebook Dropbox Google Sheets DocuSign WordPress QuickBooks Online Jotform Typeform Pipedrive Google Drive LinkedIn Trello Klavio Twilio Google Forms Stripe Manychat Keap SamCart Xperiencify I am an avid problem solver and will quickly learn any tool that you use.
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    HighLevel
    Notion
    Marketing Automation
    ClickFunnels
    Marketing Automation Strategy
    System Automation
    CRM Software
    Project Workflows
    Funnel Testing
    Airtable
    Business Process Automation
    Zapier
    Google Sheets
    Automation
    Make.com
  • $60 hourly
    I have over ten years of professional work experience in Business Development, Sales, Finance, Operations, and Project Management. I enjoy problem solving and helping businesses make more efficient data driven decisions. I specialize in Power BI dashboard creation, editing, and “fixing” errors within existing dashboards. I am proficient in DAX, creating automated refreshes, bookmarks, M code, ETL, etc. I have worked with extremely large (and confidential) datasets so I can handle any data that is thrown at me. I enjoy having some direction but putting my own spin on dashboard and visualizations when possible. I have created many Power BI and Excel dashboards for clients within the Medical, Construction, Finance, and Marketing industries. I do have some background in taxation and government spending as well. My contracts are confidential so I am not able to share too many specific details but I am happy to answer questions and share more about the skills I have/use. I have had some exposure to VBA, SQL, R, Python, and Tableau, and I am currently working on expanding and improving these skills. If there is a project requiring these skills I would be happy to work at a reduced rate while I gain more experience in these areas. My most recent project consisted of a Power BI dashboard (and a corresponding Excel Dashboard linked to it) that contained sales data from an ERP system as & cost data from the client. I created many different visualizations to help them decide which specific zip code areas had the best conversion rates, marketing cost, leads, GSA, etc. so they could invest in better ad spend.
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    Microsoft SharePoint
    Invoicing
    Accounting Basics
    Financial Report
    Analytics
    Sage
    Salesforce
    Project Workflows
    Database
    Information Analysis
    Machine Learning
    Microsoft Power BI
    Data Analysis
    Microsoft Excel
  • $124 hourly
    Monday.com Expert: Together we can reduce customer sales cycles, lead times and beat deadlines with automation and team collaboration in Monday.com What to expect 1. Free 30 min consultation 2. Requirements gathering, goals/expectation setting and deadlines 3. Minimum Viable Product 4. User Acceptance Testing 5. Training and Implementation 6. Ongoing support as needed Business, Marketing & Sales Monday.com Sales CRM Customer Onboarding & Ongoing Success Processes and Strategies Pricing Strategy especially in B2B for both SaaS and HW/SW solutions Sales pitch creation Sales and Customer Success decks Market Research: Battle cards, GTM strategies, SWOT analysis Domain knowledge & Expertise include.... 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.
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    Customer Onboarding
    Pricing Strategy Consulting
    Startup Consulting
    Market Research
    Internet of Things
    Augmented Reality
    Business Strategy
    Business Process Automation
    Project Management
    Program Management
    Account Management
    CRM Automation
    CRM Software
    Project Workflows
    Automated Workflow
  • $50 hourly
    Tired of juggling inefficient workflows, missed deadlines, and operational headaches? Let me help you streamline your business and unlock its full potential. As a results-driven Project Manager, Operations Specialist, and Automation Expert, I specialize in simplifying the complex. I work with businesses to optimize operations, implement automation solutions, and deliver seamless project execution. Whether you're scaling your services, launching new initiatives, or looking to transform your processes, I’ll bring clarity and efficiency to your business, freeing you to focus on what you do best. Here’s What I Can Do for You: 1. Project Management Excellence: - Develop comprehensive project plans with clear deliverables, timelines, and milestones. - Coordinate teams, stakeholders, and resources to ensure smooth collaboration. - Identify and mitigate risks before they derail progress. - Deliver projects on time and within budget, without compromising quality. 2. Seamless Business Automation: - Design and implement workflows using tools like Make (formerly Integromat), Zapier, and custom integrations with your current tech stack. - Automate repetitive tasks to save time and reduce human error. - Build scalable systems for customer relationship management (CRM), marketing, and team operations. - Provide actionable insights with automated reporting and dashboards. 3. Operations Optimization: - Evaluate and redesign workflows to improve efficiency and scalability. - Implement digital transformation strategies that streamline operations. - Oversee talent sourcing, onboarding, and team management. - Optimize customer journeys to enhance the client experience. Why Work with Me? - Proven Expertise: With years of experience across project management, automations, and operations in the sports and wellness spaces, I’ve helped businesses simplify complexity and achieve measurable results. - Tech-Savvy Approach: Proficient in tools like Asana, ClickUp, GoHighLevel, ActiveCampaign, HubSpot, and more, I tailor solutions to your unique needs. - Collaborative and Strategic: I partner with clients to understand their goals, provide strategic insights, and execute with precision. - Results-Focused: I thrive on delivering outcomes that directly impact your bottom line, whether through increased efficiency, cost savings, or improved customer experiences. Let’s Collaborate: If you’re ready to streamline your operations, harness the power of automation, and achieve stress-free project delivery, let’s connect. I’d love to explore how I can help you grow and thrive.
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    Project Workflows
    Project Plans
    Program Curriculum
    Project Management
    Health & Wellness
    Business Operations
    Strategy
    Process Optimization
    Client Management
    Sports & Fitness
    Virtual Assistance
  • $50 hourly
    I specialize in eHR implementation and training, workflow optimization, and business operations improvement for healthcare organizations. With extensive experience in healthcare technology and process design, I help clients streamline operations, reduce costs, and enhance patient care. Key Services: eHR Implementation & Workflow Optimization: Seamless integration of eHR systems, optimizing workflows to ensure the new system enhances efficiency, reduces manual errors, and improves overall productivity. Business Operations & SOP Development: Creation and refinement of SOPs to standardize processes, boost compliance, and drive operational excellence. Training & Alignment: Comprehensive staff training and alignment with new systems and workflows, ensuring smooth transitions and long-term success. Whether you’re looking to implement a new eHR system, optimize your workflows, or overhaul your business operations, I’m here to deliver results that drive measurable impact. Let’s collaborate to transform your healthcare organization into a more efficient, profitable, and patient-centered operation.
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    eClinicalWorks
    Administrative Support
    Google Workspace
    Office 365
    Process Optimization
    Training Design
    Training & Development
    Data Visualization
    Data Analysis
    Salesforce
    Project Workflows
    Electronic Health Record
    Implementation
    Business Operations
  • $80 hourly
    I Build High ROI Automations to Streamline Business Processes 🚀 About Me: I specialize in designing and implementing advanced AI automation solutions that streamline workflows, enhance efficiency, and drive significant revenue growth. With a proven track record across diverse industries, including big tech, marketing agencies, real estate, venture capital, and private equity, I deliver tailored automation strategies that meet your specific business needs. Why Choose Me? 📈 Proven Expertise: Citi Bank: Automated company screening, research, and analysis leveraging perplexity and GPT-4, saving hours every week. Medic Paths: Streamlined lead funnel to address bottlenecks, increasing client turnover rate by 15%. 🛠️ Comprehensive Solutions: AI-Powered Automations: Custom bots that handle repetitive tasks, freeing up your time to focus on strategic initiatives. Data-Driven Insights: Automation tools that extract, analyze, and visualize data, providing actionable insights for better decision-making. Seamless Integrations: Expertise in integrating automation with existing systems to ensure smooth and efficient operations. 🤝 Client-Centric Approach: Tailored Strategies: I design automation solutions that align with your business goals and industry standards. Result-Oriented: My automations not only streamline processes but also contribute to substantial cost savings and revenue growth. Ongoing Support: From initial consultation to implementation and beyond, I provide continuous support to ensure your automation solutions remain effective and up-to-date. 📧 👉 Ready to automate your business? Let's connect and discuss how I can help you achieve your goals.
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    Chatbot
    HighLevel
    Zapier
    API
    API Integration
    Artificial Intelligence
    Data Entry
    Prompt Engineering
    Cold Email
    Google Sheets Automation
    CRM Automation
    System Automation
    Automation
    Make.com
    Project Workflows
  • $225 hourly
    As a former consultant for companies including YouTube, the Gates Foundation, and Bayer, I help individuals, startups, small businesses, and non-profit organizations strategically integrate AI to enhance efficiency, streamline workflows, and align with their core business goals. My approach is hands-on, collaborative, and tailored to the unique needs of small teams, professional service firms, and mission-driven businesses. Who I Work With ✔ Small to mid-sized businesses looking to integrate AI without disruption. ✔ Professional service firms (consulting, marketing, finance) that need AI-driven efficiency. ✔ Mission-driven organizations (public or private sector) seeking to leverage AI in a way that aligns with their values. Core Consulting Services 🔍 AI Strategy & Implementation • Conduct tech stack audits to identify inefficiencies and AI adoption opportunities. • Develop custom AI integration plans that align with organizational workflows. • Facilitate AI tool selection and pilot programs to test high-impact use cases. 📊 AI Workflow Optimization • Identify redundant or underutilized tools and consolidate them for efficiency. • Automate time-consuming processes like content generation, client communication, and reporting. • Train teams on best practices for AI adoption, ensuring tools are used effectively. 📚 AI Training & Team Enablement • Deliver custom AI training sessions tailored to different roles and business functions. • Teach prompt engineering and AI literacy to enhance internal capabilities. • Provide ongoing AI education as the field evolves, helping teams stay competitive. 🛠 AI Governance & Ethical Use • Develop AI usage policies that align with industry standards and ethical considerations. • Ensure responsible AI implementation with transparent guidelines for internal and client- facing work. Why Work With Me? ✅ AI Without the Hype – I focus on practical, real-world applications, not just trendy tech. ✅ Collaborative & Bottom-Up Approach – I work with teams to understand their workflows first, then build AI strategies around them. ✅ Technical + Strategic Expertise – With experience spanning MIT research, large-scale AI initiatives, and small business support, I bridge the gap between cutting-edge AI and real- world usability. Whether you need a one-time strategy session or end-to-end support, my expertise ensures your AI tools deliver meaningful, measurable results. Let's align your AI strategy with your goals—contact me to get started!
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    Project Workflows
    AI Implementation
    OpenAI API
    Prompt Engineering
    Generative AI
    Strategic Planning
    Artificial Intelligence Ethics
    AI Consulting
    Writing
    Artificial Intelligence
    Machine Learning
  • $65 hourly
    Feeling Overwhelmed by Never-Ending To-Dos and Missed Deadlines? I Can Help! I specialize in designing customized systems that turn chaos into clarity, helping business owners streamline operations and reclaim their time. ✨ Optimize Your Workflows: Ditch scattered spreadsheets and embrace seamless, centralized project management. 🚀 Boost Team Productivity: Enhance collaboration, accountability, and communication with intuitive tools. ⏳ Reclaim Your Time: Automate repetitive tasks so you can focus on strategic growth. With over six years of experience, I’m proficient in leading project management platforms like Asana, ClickUp, Monday.com, and more, as well as methodologies like Agile. I work closely with my clients to create tailored solutions that fit their business needs perfectly. Tech Expertise: ✅ GSuite | Dropbox | TeamWork | Trello | Monday.com | ClickUp | Asana | Slack | Skype | WordPress ✅ Facebook Business Manager | Calendly | Canva | Microsoft Office | Shopify | Notion | Jira | Figma ✅ Agile Project Management Strengths & Skills: ✔️ Highly motivated & results-driven ✔️ Detail-oriented & exceptionally organized ✔️ Excellent communicator & team player ✔️ Proactive problem solver & decision-maker ✔️ Adaptable, strategic, and efficient What Sets Me Apart: 🔹 Passion for building efficient processes 🔹 Thrive on organization, structure, and routine 🔹 Impeccable attention to detail & thorough planning skills 🔹 Strong oral & written communication 🔹 Ability to multi-task & drive results Education & Certifications: 🎓 Bachelor’s Degree in Business Management & Marketing 📜 Google Project Management Certification 📜 Coach Approach Training Certification 📜 Productivity Certification Let’s create a system that works for you—so you can focus on what matters most! 🚀
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    Smartsheet
    Project Management
    Project Delivery
    Project Planning
    Time Alignment
    Project Workflows
    Time Management
    Organizer
    Marketing Strategy
    Interpersonal Skills
    Project Management Professional
    Management Skills
    Marketing Management
    Project Timelines
    Status Reports
    Project Plans
  • $100 hourly
    Greetings potential clients! I'm a certified project management professional and have well over 10 years of experience in project management, social media marketing, journalism/content marketing & management, and PR consulting and have worked at some of the top technology, media, publishing and nonprofit companies and organizations (Meta/Facebook, Google, Audible, Houghton Mifflin Harcourt, CBS Radio, Newsweek Magazine, The Girl Scouts of the USA, Scholastic, The American Cancer Society) in the United States and as a consultant for many businesses abroad. I enjoy leading and managing agile and predictive projects for tech companies and start-ups and organizations that promote literacy, human rights, and education. I'm also experienced in creating online marketing strategies and content that help my clients achieve their goals of growing their social media communities, increasing community engagement and building better branding. I am interested in program or project management work in the tech, publishing, lifestyle, health and wellness, entertainment and nonprofit space and more. You are welcome to review my profile and learn more about some of the projects I've worked on and to read some of the recommendations and feedback from past and current clients. I look forward to connecting with many of you!
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    Project Workflows
    Trello
    Basecamp
    Web Content Development
    Asana
    Waterfall
    Community Management
    Time Management
    Web Content Strategy
    Agile Project Management
    Newsletter Writing
    Content Writing
    Blog Writing
    Project Management
    Marketing Strategy
  • $200 hourly
    I'm Sam, the Co-founder and Chief Process Scientist of Truvle. I lead a team of process experts dedicated to enhancing business profitability by providing business owners with clear insights into their operational performance and suggesting strategies for greater efficiency. Personally, I've been immersed in process improvement since 2010, assisting clients across diverse industries in achieving their business process goals. Our key strength lies in our innovative process mapping tool, which allows us to accurately capture your business processes and transform intricate workflows into straightforward diagrams for analysis and improvement. This empowers business owners to automate, scale, and grow effectively. Simply put, we excel at addressing any business challenge with consistency, accuracy, and efficiency. If you're grappling with a operating or strategic challenge but are unsure where to begin, let's connect. Truvle specializes in projects involving problem identification and structuring, comprehensive process mapping using our innovative tool, gathering process requirements for operational or system modifications, supporting complex project management through a process and change management lens, and facilitating organizational process analysis and redesign to achieve a wide range of business objectives
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    Project Workflows
    Business Process Modeling
    Business Process Reengineering
    Project Management
    ProcessMAP Document Management
    Process Design
    Lean Consulting
    Business Operations
    Business Process Automation
    Business Modeling
    Business Process Management
    Process Improvement
    Six Sigma
    Organizational Plan
    Project Plans
  • $125 hourly
    I'm Matt, the founder of MapMatix, and I'm passionate about helping businesses unlock their full potential through automation and smart software integration. For over 10 years, I've tackled countless CRM implementation and workflow automation projects, turning complex tools into streamlined productivity powerhouses. My diverse team at MapMatix brings a wealth of expertise in various software and industries, ensuring we have the right expertise to create perfect solutions for your unique needs. Why Choose MapMatix? Our team is: ✔️ Accomplished No one person can know it all, so we have gathered a team of experts who collectively have over 30 years of automation and systems integration experience. ✔️ Agile: We move quickly and adapt seamlessly to your changing needs, without sacrificing quality or purpose, keeping your workflows optimized even as your business grows. ✔️ Affordable We offer competitive rates and transparent pricing, ensuring you get maximum value without breaking the bank. ✔️ Accountable We stand behind our work and deliver solutions. We pride ourselves on strong, open communication. Our Services: ✅ CRM Implementation and Integration Seamlessly connect your CRM to other tools and platforms, creating a unified data hub for your business. ✅ Automated Workflows Design and implement custom workflows that automate repetitive tasks, freeing up your time for what matters most. ✅ Software Selection and Training Expert guidance on choosing the right tools for your needs, with comprehensive training to get your team up to speed. ✅ Reports and Dashbords Integrating your software so you can have comprehensive reports and dashboards to gain actionable insights. ✅ Ongoing Support and Maintenance We're your long-term partner, providing ongoing support and maintenance to ensure your systems stay optimized. We're familiar with hundreds of software tools, including: ➡️ CRM HubSpot, Pipedrive, Airtable, Zoho, HighLevel (GoHighLevel, GHL), Salesforce… ➡️ Productivity Trello, Asana, ClickUp, Slack… ➡️ Online Forms Gravity, Cognito Forms, JotForm, Typeform… ➡️ Phone & SMS JustCall, Twilio, RingCentral… ➡️ Marketing Tools MailChimp, ActiveCampaign, Klaviyo, Constant Contact… ➡️ Automation Tools Zapier, Make, LeadConnector, PipeDream… ➡️ Financial Management Xero, Quickbooks Online, Square, Stripe, PayPal… ➡️ Calendar Management Calendly, AcuityScheduling, Jobber… ➡️ Document Management PandaDoc, DocuSign, Hellosign… — Ready to take your business to the next level? Let's chat! We offer a free consultation to discuss your specific needs. Contact us today and experience the MapMatix difference!
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    Zoho CRM
    API Integration
    API
    Scripting
    Make.com
    Zapier
    Google Workspace
    Automation
    CRM Software
    Project Workflows
    Marketing Automation
    CRM Automation
    Airtable
    Pipedrive
    HubSpot
  • $200 hourly
    Hi there! I'm Marly, a certified monday.com expert! ✨ I transform businesses by building tailored CRM and project management workflows on monday.com. Monday.com's digital transformation is a strategic evolution that I approach with a long-term perspective as an implementation consultant. Recognizing that digital transformation is a gradual process rather than an instantaneous change, I prioritize a phased approach to ensure seamless integration and sustained success. By systematically implementing Monday.com's versatile tools and adapting workflows, organizations can incrementally enhance efficiency, collaboration, and overall operational effectiveness. This deliberate, long-term strategy allows for continuous improvement, empowering teams to evolve at a pace that aligns with their unique needs and ensures a successful digital transformation journey. Our ultimate objective is to empower our clients by enhancing their overall workflow efficiency. To achieve this, I'm eager to understand more about your organization's unique requirements on monday.com. Additionally, I'm more than willing to share timelines, budgets, and address any other questions you might have. Here are the services I offer on monday.com: Process Mapping monday.com Implementation CRM Creation Custom Project Management Workspace Creation Task Management Dashboard and Reporting Development Automation and Integration Setup Team Training and Onboarding Ongoing support Feel free to discuss your needs or ask any questions you may have—I'm here to assist you! I look forward to connecting with you!
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    CRM Development
    Salesforce CRM
    CRM Automation
    CRM Software
    Process Development
    Process Design
    Automation
    Automated Workflow
    Marketing Operations & Workflow
    Project Workflows
    Customer Relationship Management
    Asana
  • $35 hourly
    I love helping people, and with 5+ years as an Executive Assistant, 6 years office management and 10+ years administrative assistant experience, I have the skills you need to streamline your business or life. My personality is defined by a spirit of hospitality and a positive and upbeat outlook.
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    Executive Support
    Personal Administration
    Customer Support
    Google Workspace
    Phone Communication
    Slack
    Calendar Management
    Employee Onboarding
    Project Workflows
    Customer Service
    PipelineDeals
    Email Support
    Asana
  • $100 hourly
    From courtroom procedures to project workflows - now I build digital systems that scale! I'm a former Attorney turned workflow architect and as your Asana and ClickUp implementation specialist, I specialize in transforming basic task management into powerful, automated command centers that work for your team, not against them! 🔄 WORKFLOW TRANSFORMATION SPECIALTY –––––––––––––––––––––––––––––––––––– 💡 Strategic Automation Architecture - Eliminate repetitive tasks with intelligent automation systems - Create cross-platform integrations that maximize efficiency - Build scalable workflows that grow with your team 💡 Custom Workspace Engineering - Tailored solutions for both Asana and ClickUp environments - Industry-specific workflow templates and frameworks - Seamless migration between platforms 💡 Data-Driven Dashboard Design - Custom reporting that drives decision-making - Real-time project visibility and team analytics - Cross-platform performance tracking 💡 Comprehensive Team Enablement - Interactive training sessions for both platforms - Custom documentation and video tutorials - Ongoing support for sustained success 🌟 PROVEN CROSS-INDUSTRY IMPACT: ––––––––––––––––––––––––––––––– - Marketing Teams: Automated campaign tracking and content calendars - Tech Companies: Agile development workflows and sprint management - Consulting Firms: Streamlined client management systems - E-commerce: Integrated inventory and order fulfillment workflows - Non-profits: Grant tracking and donor management solutions 💫 COMPREHENSIVE SOLUTION PACKAGE: ––––––––––––––––––––––––––––––––– - Strategic workspace architecture - Custom automation implementation - Cross-platform integration setup - Team training and enablement - Process documentation - Ongoing optimization support Whether you're committed to Asana, considering ClickUp, or exploring both, I'll help you build a workflow ecosystem that drives productivity and unlocks your team's potential. 🎯 PLATFORM EXPERTISE: –––––––––––––––––––– - Asana Certified Workflow Builder - ClickUp Implementation Specialist - Integration Expert (Zapier, Native Integrations) - Automation Architecture Designer P.S. "I didn't know that was possible!" is the most common feedback I hear. Let me show you what these powerful platforms can really do! 🤩
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    Automation
    Project Management Software
    Automated Workflow
    Project Planning
    Project Management
    Project Workflows
    Agile CRM
    Asana
    Administrative Support
    Project Scheduling
    Event Planning
    Time Management
    CRM Software
    Microsoft Office
  • $24 hourly
    What is your time worth? My name is Clarke. I am an organization and productivity specialist. I am talented at working in start-up environments and supporting executives, primarily CEOs, actively building their businesses. I am methodical, passionate, and determined. Every person and company has a unique and often hidden peculiarity that, once understood, unlocks a new frontier of efficacy and efficiency. Let me show you how to develop your idiosyncracies into superpowers. I have been recognized for my skill in setting up and maintaining Discord. In addition to that, I have a deep understanding of project management and productivity applications that I can utilize to set up workflows. I am crypto-literate, familiar with AI and emergent technology, social media savvy, and skilled in graphic, audio, and motion media. I look forward to turning your time reading my bio into an investment that creates time. MAJOR STRENGTHS • Effective Communication: Proficient in written and verbal communication. • Empathy: I have found empathy invaluable in fully understanding and resolving issues when working with clients. • Strong Work Ethic: I work quickly and efficiently, making the most of my available time. • Problem-solving: Skilled in identifying root causes of issues and implementing creative solutions, especially in unconventional situations. • Start-up Mindset: Experienced in start-up environments, adaptable, and willing to take on diverse responsibilities beyond job descriptions. • Blockchain and Crypto Technology: Comprehensive knowledge in blockchain and crypto technology. ADDITIONAL SKILLS • Self-motivated: Demonstrated ability to work independently and proactively. • Flexibility: Adapt easily to changing priorities and tasks. • Consumer Engagement: Strong understanding of customer behavior, brand marketing, and consumer psychology. • Customer Service: Proven track record of providing excellent customer service and building positive relationships. • Organizational Skills: Detail-oriented and adept at prioritizing tasks and responsibilities effectively. • Time Management: Ability to plan and schedule activities for optimal productivity. • Collaborative and Team Minded: Happy working in groups towards a shared goal. SOFTWARE and APP PROFICIENCIES: Windows OS Linux Illustrator ToDoist Notion Click-Up Asana Jira Confluence GitBooks ZoHo CRM Monday.com Microsoft Loop Premier Pro After-Effects PhotoShop Audition Acrobat Figma WordPress SendGrid Sprout Social DNS / ICANN HTML / CSS Basic JavaScript Chat-GPT Google Suite Stack-Overflow VS Code OBS GitHub Fiverr Reddit Zoominfo Suite SalesOS Engage Twitter Slack Collaborative Documents COMPLIANCE AWARENESS: CCPA GDPR WCAG ADA PCI DSS COPPA FedRAMP FIPS Ready to work in Agile Project Management, Sprint Management, Start-up Acceleration, Business Management, and General Consultanting.
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    Project Scheduling
    Content Writing
    Blockchain, NFT & Cryptocurrency
    Discord
    Competitive Analysis
    Organizational Design & Effectiveness
    Executive Coaching
    Administrative Support
    Executive Support
    Productivity Tool
    Project Workflows
    Business Planning & Strategy
    Digital Project Management
    Project Management
    Startup Consulting
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