Hire the Best WorkflowMax Professionals

I help businesses streamline operations, automate workflows, and implement CRM systems that eliminate manual work and improve efficiency. If your processes are messy, repetitive, or slowing growth, I design structured business systems that bring clarity, automation, and scalability. I specialize in CRM Automation, Workflow Automation, and Business Process Optimization using tools like HubSpot, Salesforce, Zapier, Dubsado, HoneyBook, ClickUp, Monday .com, and GoHighLevel to design structured systems that support growth and improve operational visibility. Here’s how I help: Workflow Automation & Business Process Automation I design automated workflows for onboarding, approvals, reporting, task management, and internal operations to reduce manual work and increase productivity. CRM Implementation & Optimization Full CRM setup, configuration, and automation in HubSpot, Salesforce, Dubsado, and HoneyBook, including pipelines, lifecycle stages, automations, and reporting dashboards. Operations Systems Design I build structured business systems that eliminate bottlenecks, improve team coordination, and create scalable operational processes. Process Documentation & Optimization Clear SOPs, process mapping, and performance tracking to ensure long-term efficiency and operational clarity. AI & Smart Automation Integrating automation tools and AI-driven processes to streamline reporting, communication, and workflow execution. I don’t just automate tasks, I build operational systems that scale. Clients typically reduce manual workload, improve process clarity, and gain structured visibility across their operations. If you need a Business Operations Specialist who can implement CRM systems, automate workflows, and optimize business processes, I’m ready to help you build systems that support growth instead of slowing it down.

I help businesses streamline operations, automate workflows, and implement CRM systems to create repeatable, high-efficiency processes that save time, reduce errors, and improve team performance. Using tools like HubSpot, Salesforce, HoneyBook, Dubsado, workflow automation software, and internal dashboards, I design business systems and operational workflows that allow teams to scale confidently and focus on growth. My Expertise Includes: CRM Setup & Optimization: Configure, integrate, and optimize platforms like HubSpot, Salesforce, HoneyBook, and Dubsado for efficient client management and data-driven operations. Workflow Automation & Business Process Automation: Automate client onboarding, support, task management, and internal workflows to reduce manual work and increase team productivity. Operations Systems Design & Business Systems: Build scalable, repeatable operational systems tailored to your business, ensuring clarity, accountability, and operational efficiency. SOPs & Documentation: Create standard operating procedures, process documentation, and guides to ensure long-term usability and team alignment. Sales & Revenue Operations: Optimize sales pipelines, lead routing, CRM reporting, and revenue lifecycle management to improve visibility, accountability, and performance metrics. I don’t just execute tasks, I design systems that scale. Businesses I work with often reduce manual work by up to 50%, achieve predictable execution across teams, and free leadership to focus on growth and strategic decision-making. If you’re looking for a Business Operations Manager, CRM Specialist, or Workflow Automation Expert to implement systems, optimize processes, and streamline operations, I can help. Let’s connect and build business operations that support growth instead of slowing it down.

I work on the CRM layer that sales and operations teams end up relying on once customer updates, follow-up, ownership, and team handoff all need to hold together inside one working system. Over the last 10+ years, a lot of my work has lived in that space. Lead routing, ownership rules, pipeline behavior, follow-up logic, customer status, and the integration work around it. The aim is to keep CRM, internal tools, and the systems around them moving from the same set of signals instead of pushing people back into spreadsheets, inboxes, and manual checks. Much of that experience comes from healthcare, fintech, and other operations-heavy environments where timing, record accuracy, and follow-through show up quickly in daily work. HubSpot, Salesforce, and custom CRM environments have all been part of that work, along with workflow automation, API integrations, and the backend work needed to keep those systems reliable once teams start depending on them.

I build executive dashboards, automate repetitive tasks, optimize CRM workflows, and connect ServiceTitan, HouseCall Pro, QuickBooks, and Power BI into a single source of truth. Helping owners improve visibility, efficiency, and profitability.

Hi, I'm Thu — the systems brain and strategic engine behind successful teams. For over 7 years, I've built clarity-first operations systems for rising names in e-commerce, education, and coaching, including jung skin (Germany), AB StartUp Coach (Australia), and Vinschool (Vietnam). Most founders find me when they're drowning in busywork and scattered tools. I bring order to the chaos. I don't just build systems or string apps together. I take the time to understand what makes your business tick, where your team's headed, and how you like to work. My goal is to protect your decision-making capacity by clearing out guesswork, knowledge trapped in people's heads, and repetitive manual work. I'm AI-first in how I work. Using tools like Claude, Gemini, and OpenAI, I build things that hold up as you grow: a Make workflow that runs itself, a Notion workspace the team actually opens, or an AI agent that takes busywork off your plate. The tool is never the point. The result is. 💡 THE ROI I BRING TO MY CLIENTS: - Overwhelmed CEO inboxes: Cut inbox reply times from 2-3 days to under 6 hours by building a Gmail-to-Notion command center that surfaces only what needs your reply. - Bottlenecks in finance & hiring: Killed hours of manual data entry. I build AI agents that read incoming invoices and recruitment emails and log them straight into your system, no hand-keying needed. - Lost files & slow onboarding: Turned a chaotic 700GB Google Drive into a clean, self-maintaining knowledge hub, so the team stops losing hours hunting for files and new hires ramp fast. - Clients stalling at onboarding: Took onboarding from 60% to 100% completion by designing intuitive, low-maintenance Notion CRMs built around how the team really works. - Lost time on repetitive tasks: Saved 10-15 hrs/week by mapping out your real business processes and automating workflows so your team can focus on growth instead of maintenance. 🧩 MY CORE CAPABILITIES: - Strategic Operations Management: Mapping your sales pipelines, CRMs, and fulfillment trackers so nothing slips through the cracks. - AI-Powered Workflow Automation: Using AI and Make to connect your apps and automate the heavy, repetitive work (like turning a new quote into a ready-to-go project). - Workspace OS Architecture: Setting up complete Notion, ClickUp, Asana, and Airtable systems your team will use, not abandon. - Knowledge Management: Documenting clean SOPs and building internal wikis so your business scales on systems, not individual knowledge. 🛠️ TOOLS I BUILD WITH: Notion | Make | Claude AI & Gemini | ClickUp & Asana | Shopify | Zapier | Google Workspace | OpenAI API 🤝 HOW WE START: 1. Click INVITE to bring me into your job. 2. Once accepted, we jump on a quick call. 3. We map your scope, define what success looks like, and pinpoint where the quickest operational ROI is. If you want an ops partner who builds for the long game, not just someone who clears today's to-do list, hit INVITE and let's map your first system.

I help founders and growing businesses improve how work gets done by simplifying operations and building systems that scale. Most clients already have SOPs, tools, and documentation—but execution is still messy. Tasks fall through the cracks, ownership is unclear, and processes exist on paper but don’t work in practice. That’s where my approach is different. The Strategy: I don’t start with SOP documentation—I start by fixing the system.I take a top-down view of how work actually flows, identify constraints and decision bottlenecks, and redesign workflows so execution is clear and ownership is explicit. Once the process works in practice, I document it into lean, repeatable systems that reduce manual effort, improve accountability, and support long-term growth. What I specialize in: Business process improvement & workflow optimization Operations management for startups and small businesses Process mapping, gap analysis, and bottleneck identification SOP documentation and process standardization Systems building using tools like ClickUp, Airtable, and automation platforms OBM-style operational support for scaling teams My work emphasizes operational clarity and disciplined execution—without adding unnecessary layers. Best fit clients: Business owners scaling operations or teams Companies with undocumented or inconsistent processes Founders who feel busy, overwhelmed, or operationally stuck If you need someone who can see the whole system, improve it, and then document it properly, I can help. 📩 Send me a message and tell me where your operations feel stuck—I’ll help you identify what’s slowing things down and how to fix it.