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Jo M.
$63/hr
100% Job Success
$60K+ earned
Offers consultations
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Highly effective operations, systems, workflows and process specialist with extensive experience working within various businesses - from Tech and SaaS businesses, big global brands to smaller startups across a multitude of industries. Scale-ups/ growth stage businesses are my happy place! Usually filled with well-intended tool stacks, systems and workflows which have often become redundant and need a refresh ensuring they are optimal for the phase your business has evolved into. As a certified EOS Implementer and Integrator, I specialise in translating a company's vision into operational reality — structuring teams, aligning accountability, and eliminating the chaos that causes customers to quietly disengage. For a B2B SaaS retention context, this means I can audit your entire customer lifecycle, identify where value perception erodes, and design recovery and upsell workflows that account managers can actually execute. I work with all major software platforms and solutions including the usual Google Workspace, Microsoft, ClickUp, Monday, Slack et al - as well as engaging the EOS ethos and framework as an implementer and integrator - helping businesses to ensure their vision and goals are not lost in the chaos. With insights into marketing, brand and every form of communication, I bring a powerful combination of hard and soft skills to your business. With the onset and massive uptick in AI, I engage these solutions to empower and evolve the thinking I bring to each scenario. I invest time understanding AI and how it's reshaping customer success operations — from intelligent engagement triggers to AI-assisted preparation. I bring that lens to every system I build, ensuring your SOPs are future-ready, not just functional today.
Nanci B.
$125/hr
100% Job Success
$300K+ earned
Available now
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You already know you're the bottleneck in your business. Every decision, every approval, every fire routes back to you. And now everyone's piling on about AI, too. Here's what they're missing: AI can't run a business that lives in your head. The tools aren't the hard part. The hard part is getting the business out of your head. And that's what I do. In practice, that means: - Turning how the work runs from something in your head into systems your team—and your AI—can actually run - Standing up the project-management structure, KPIs, and accountability that make delivery visible instead of living in your head - Delegating decisions to your team (with guardrails), not just the tasks, so people stop waiting on you - Bringing AI and automation in where they remove real busywork. They need to be aimed at the right problems, the right way Some of my accomplishments: 40 hours/week recovered for founders, 98% client repeat engagement, 200+ workflows systemized, and 20+ years in operations. On Upwork alone, I've earned $300K+ with 100% Job Success. I'm senior and hands-on, but I don't waste your hours on low-leverage work. Rather, I architect the systems and bring in specialists to execute to specifications, the same "right person on the right task" principle I'll build into your business. Clients tend to see around $40K a year in savings along the way, while saving on average 10+ hours a week. The point is to get you out of the middle of everything. The cost savings are just a bonus. **Engagement options:** $125/hour or fixed-fee projects starting at $3,000, based on scope.
Rizwan  M.
$25/hr
100% Job Success
$20K+ earned
Available now
Offers consultations
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𝗬𝗼𝘂𝗿 𝘁𝗲𝗮𝗺 𝗶𝘀 𝗱𝗼𝗶𝗻𝗴 𝘄𝗼𝗿𝗸 𝗮 𝘀𝘆𝘀𝘁𝗲𝗺 𝘀𝗵𝗼𝘂𝗹𝗱 𝗼𝘄𝗻. Moving data between tools. Rebuilding reports. Chasing approvals. Updating CRMs by hand. None of it is complicated to fix - but fixing it properly requires someone who understands both the automation layer and the business underneath it. That's the combination I bring. I design and build AI-powered workflow systems for SMBs, startups, and agencies. I've run operations at Bolt ($8B, 45+ markets) and led complex operations at Wise - so I've managed the exact processes most businesses are trying to automate, at a scale where getting them wrong costs millions. I'm also a Business Fellow at Perplexity AI, which keeps me close to where AI tooling is actually heading. You don't just get someone who can configure Make dot com. You get someone who understands why the workflow exists in the first place. ⚙️ 𝗪𝗵𝗮𝘁 𝗜 𝗕𝘂𝗶𝗹𝗱 📋 𝗣𝗿𝗼𝗷𝗲𝗰𝘁 & 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀 𝗦𝘆𝘀𝘁𝗲𝗺 𝗗𝗲𝘀𝗶𝗴𝗻 - ClickUp, Notion, and Airtable systems built to scale with your team - Cross-tool task automation based on status changes and custom fields - SOP documentation and workflow mapping for every system we build - Governance structures your team can own and evolve independently 🚀 𝗖𝗹𝗶𝗲𝗻𝘁 𝗢𝗻𝗯𝗼𝗮𝗿𝗱𝗶𝗻𝗴 & 𝗢𝗳𝗳𝗯𝗼𝗮𝗿𝗱𝗶𝗻𝗴 𝗙𝗹𝗼𝘄𝘀 - Trigger-based onboarding sequences from contract sign to first delivery - Automated welcome flows, access provisioning, and task creation - Offboarding workflows - access cleanup, feedback collection, data archiving - Document generation and e-signature routing via DocuSign and equivalents 🧾 𝗙𝗶𝗻𝗮𝗻𝗰𝗲 & 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀 𝗪𝗼𝗿𝗸𝗳𝗹𝗼𝘄𝘀 - Invoice and billing automation - estimates to approvals to payments - Form submissions funnelled into accounting systems - Payment-triggered CRM updates, Slack alerts, and enrolment actions - Reconciliation workflows between sales and finance platforms 🔗 𝗔𝗣𝗜 & 𝗖𝘂𝘀𝘁𝗼𝗺 𝗜𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗶𝗼𝗻 - REST API connections between tools that don't natively integrate - Webhook design, payload normalisation, and error handling - Custom automation logic using JavaScript and Python where needed - Authentication setup - API keys, OAuth, Bearer tokens 📈 𝗥𝗲𝗽𝗼𝗿𝘁𝗶𝗻𝗴 & 𝗜𝗻𝘁𝗲𝗹𝗹𝗶𝗴𝗲𝗻𝗰𝗲 𝗣𝗶𝗽𝗲𝗹𝗶𝗻𝗲𝘀 - Automated dashboards pulling live data across your entire stack - Scheduled report generation and distribution without manual assembly - KPI tracking systems with real-time visibility for leadership teams - Data normalisation and cleaning across disconnected tools 🧠 𝗛𝗼𝘄 𝗜 𝗪𝗼𝗿𝗸 - Workflow audit first - I map what exists before recommending what to build - Architecture before tools - the logic is designed before a platform is selected - Built to last - every system is documented, tested, and handed over so your team owns it - No over-engineering - simple, reliable, maintainable over clever and fragile - Single point of contact - I lead the engagement throughout, bringing in vetted specialist support for execution depending on scope ✅ 𝗥𝗲𝘀𝘂𝗹𝘁𝘀 𝗖𝗹𝗶𝗲𝗻𝘁𝘀 𝗦𝗲𝗲 - Manual work reduced by 40–70% within the first build sprint - Onboarding and fulfillment cycles cut by half - CRM data accuracy and pipeline visibility dramatically improved - Leadership teams moving from reactive firefighting to real-time operational clarity 𝗪𝗵𝗼 𝘁𝗵𝗶𝘀 𝗶𝘀 𝗳𝗼𝗿 Founders and COOs running 10–100 person businesses where growth has outpaced the systems.Agencies with repeatable delivery that isn't systematised. Ops teams spending 20+ hours a week on work that should be automated. Teams who want strategy and execution - not just someone to follow instructions. 🛠 𝗧𝗼𝗼𝗹𝘀 𝗜 𝗪𝗼𝗿𝗸 𝗔𝗰𝗿𝗼𝘀𝘀 Automation: n8n · Makedotcom · Zapier · Webhooks · REST APIs AI: ChatGPT API · Claude API · LangChain · AI Agents CRM & Sales: HubSpot · GoHighLevel · Airtable · Pipedrive Ops & PM: ClickUp · Notion · Monday · Jira · Google Workspace Communication: Slack · Gmail · Telegram · Calendly · Zoom Finance: Stripe · QuickBooks · DocuSign E-commerce: Shopify · WooCommerce The tool is always the last decision, not the first. 𝗕𝗮𝗰𝗸𝗴𝗿𝗼𝘂𝗻𝗱 Global Operations Manager - Bolt (45+ markets · $8B valuation) Country Operations Lead - Careem (acquired by Uber · $3.1B) Business Fellow - Perplexity AI Senior Analyst - S&P Global Oxford Brookes · ACCA · 100% Job Success · Top Rated 𝗟𝗲𝘁'𝘀 𝘀𝘁𝗮𝗿𝘁 Send me a message with a quick description of your business and the manual work costing your team the most time. I'll come back within a few hours.
Soch Consulting
Associated with
Soch Consulting
$40K+
earned
$70/hr
Available now
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🎯 Turn Operational Complexity Into Scalable Systems If your business is growing faster than your operations can support, I help you fix that. I'm Natalie, a PMP-certified operations consultant and ClickUp Expert who specializes in helping founders and growing businesses bring clarity and structure to their operations. My focus is simple: build scalable systems that reduce bottlenecks, improve visibility, and help your team execute without constant follow-up. Most founders I work with are overwhelmed by scattered tools, unclear ownership, and spending too much time putting out fires instead of growing their business. I step in to redesign workflows, implement operational systems, and create the infrastructure you need to scale efficiently. 💼 What I Bring to Your Business With an MBA in Operations Management and experience managing multimillion-dollar healthcare database implementations under strict regulatory deadlines, I understand how to design systems that work under pressure. I've transitioned that expertise into helping online businesses, startups, and service-based companies build operational foundations that actually support growth. My core expertise includes: • Operations audits and workflow optimization • ClickUp, Notion, and Airtable system architecture • Process documentation and SOP development • Founder dashboard and KPI visibility systems • Cross-functional project and launch coordination • Workflow automation using Zapier and Make • AI workflow integration and operational enablement • Fractional COO and operational leadership support • Team accountability and communication systems • Operational cleanup for fast-growing businesses 🚀 Real Results for Growing Businesses I've helped founders and teams: ✅ Eliminate founder bottlenecks by creating clear ownership and accountability systems ✅ Design operations hubs in ClickUp and Notion that centralize scattered workflows ✅ Build automated AI workflows that save 10+ hours per week on manual processes ✅ Create visibility dashboards so leadership can see project status at a glance ✅ Implement scalable onboarding and launch systems for repeatable execution ✅ Document core processes with SOPs that reduce training time and improve consistency One recent client reduced their weekly founder-dependent tasks by 60% after we restructured their operational systems and clarified team workflows. 🛠️ Tools & Platforms I Work With Project Management & Operations: ClickUp (Expert Certified), Notion, Airtable, Asana Automation: Zapier, Make, AI workflow integration Business Systems: Salesforce, Kajabi, Stripe, Google Workspace, Slack 🌍 Who I Work Best With I'm based in the United States and work primarily with founders, startups, online businesses, agencies, membership businesses, coaches, and service-based companies in the USA, Canada, UK, and Australia. You're a great fit if you're experiencing: • Operational complexity and scattered systems • Constant founder bottlenecks and dependency • Poor visibility into team execution and priorities • Inefficient workflows with unclear ownership • Difficulty scaling operations as you grow I specialize in long-term partnerships where I can help you build systems that grow with your business, not just quick fixes. ✨ My Approach I don't believe in cookie-cutter templates. Every business has unique workflows, and I take time to understand how your team actually works before designing solutions. My process combines operational strategy, systems thinking, and practical implementation so you get systems that your team will actually use. Whether you need a one-time operational audit, ClickUp system setup, or ongoing fractional COO support, I focus on creating clarity, reducing friction, and building infrastructure that supports sustainable growth. 📩 Ready to Scale Your Operations? If you're tired of operational firefighting and ready to build systems that support your growth, let's talk. Send me a message describing your biggest operational challenge, and I'll share how I can help you solve it.
Natalie Gonsalves
Associated with
Natalie Gonsalves
Talha A.
$34.98/hr
100% Job Success
$100K+ earned
Available now
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🥇Hi, I'm Talha. I help Founders and CEOs extinguish the fires and build a scalable operating model that generates the most profit over the longest period of time - for the least effort and cost. 💪 75+ SUCCESSFUL PROJECTS | 💼 10+ YEARS EXPERIENCE | 🌟 PMP CERTIFIED | 🔸 A CEO and Founder's delight where I take 50% off their plate | ⭐ Top 1% Upwork Freelancer 🌟 IF I FAIL TO MAKE AN IMPACT WITHIN THE FIRST QUARTER THE ENTIRE MONEY WILL BE REFUNDED. 🌟 Click “𝗜𝗻𝘃𝗶𝘁𝗲 𝘁𝗼 𝗝𝗼𝗯” if you're looking for a someone to take of at least 50% OFF the plate of the CEO / Founders / CTO and VPs. I'm the one you're looking for, someone with 200% commitment (Guaranteed), someone who won't care what time it is, if it's on weekends or even if it's not in my Job Description. I will be there! That's the level of commitment I have. 🌟 Available on all time zones (EST ,PST, MST, CET and other). Why Hire Me as Your Fractional COO? - A Fractional COO translates your vision into execution, eliminating chaos and giving your team direction. - A Fractional COO creates scalable processes so your company can grow without constant reinvention. - A Fractional COO builds accountability frameworks that ensure everyone knows their role and delivers measurable results. - A Fractional COO takes operational burden off your shoulders, so you as a founder can focus on growth, fundraising, or innovation. I don’t act as just another consultant. As a Fractional COO, I work hands-on with your team, roll up my sleeves, and drive measurable outcomes. What I Deliver as a Fractional COO ✔️ In-depth operational audits and optimization strategies ✔️ Process mapping and scalable workflow design ✔️ End-to-end project and program management ✔️ Setup and integration of PM and CRM systems (Asana, Jira, ClickUp, Trello, Airtable, Monday.com, Confluence) ✔️ Accountability systems with KPIs, OKRs, and real-time dashboards ✔️ Remote and hybrid team leadership frameworks ✔️ AI-powered operational tools to boost efficiency and reduce costs ✔️ Interim operational leadership during executive transitions or scaling phases Digital Marketing / SEO Website/Software Development iOS/Android projects/products Fintech integrations projects Software Transitions/acquisitions projects. Branding & Marketing Products. EXPERTISE & TOOLS: Project Management: MS-Project, JIRA, Monday.com, Wrike, Trello, Asana and click up Product Management: Aha, Product Plan ERP/Open Source Programs: ODOO, Click Up, , Salesforce. Reporting Tools: Excel, Power point, PowerBI Communication Tools: Skype, Ring Central, Slack, Teams, Blue Jeans, Meet, CERTIFICATIONS: PMP® | Project Management Certification. Agile Scrum Leadership Certification. Program Management - PMI Managing Project Risk Certified - Coursera Initiating and Planning Project Certified - Coursera Certified Google Project Manager Certified Agile Scrum Master(ASM®)
Clara L.
$120/hr
100% Job Success
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Hello! I’m Clara, from Argentina, and my goal is to help businesses work more efficiently by optimizing processes, automating workflows, and implementing tailored digital solutions. With experience across industries—such as healthcare, digital marketing, production, and beyond, I specialize in turning complex challenges into practical, scalable results. I hold a Master’s Degree in Digital Business and am currently pursuing a Master’s Degrees in Health Informatics and Data Science, complemented by diplomas in HealthTech and Business Intelligence. My diverse academic and professional background enables me to bridge the gap between strategy and technology, helping businesses achieve measurable outcomes. As a Scrum Master and UX/UI Specialist, I design user-centered solutions that align with strategic goals. I’ve worked with global teams to reduce inefficiencies, enhance collaboration, and improve workflows for better performance. How I Can Help Your Business 📌 Workflow Automation and Optimization: Using tools like Monday.com, Airtable, Asana, Notion, Trello, ClickUp, and more to streamline operations. 📌 Digital Project Management: Delivering end-to-end project planning, execution, and management strategies. 📌 CRM and PM Software Setup: Implementing and customizing tools like HubSpot, Pipedrive, Notion, among others. 📌 Process Auditing and Optimization: Identifying bottlenecks, inefficiencies and creating tailored solutions and opportunities to boost productivity. 📌 Workflow Auditing and Design: Designing intuitive workflows using AI automation tools like Zapier, Make.com, and n8n. 📌 AI Integrations and Automations: Automating repetitive tasks with platforms like ChatGPT, RPA tools and Python. 📌 HealthTech Consulting: Streamlining operations in clinics and hospitals with tailored tech solutions. My Background With a combination of healthcare, business, and technology expertise, I’ve helped organizations: 🎯 Save time by automating workflows and reducing manual tasks by over 40%. 🎯 Create scalable digital solutions tailored to their unique needs. 🎯 Improve team collaboration and operational efficiency with customized tools and processes. If you’re looking for someone to optimize your workflows, integrate cutting-edge tools, and help your business thrive, let’s connect. I’d love to collaborate on your next project! Thanks :)
Jondel Kevin M.
$49/hr
100% Job Success
$20K+ earned
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I help founders, agencies, and online businesses as a Fractional COO & EOS‑style Business Integrator - so you can scale without chaos, constant firefighting, or being the bottleneck. If you’re trying to implement EOS/Traction, clean up messy operations, or finally get your systems, SOPs, and KPIs under control, I design and run the backend so you can stay focused on growth. 🚀 Results I’ve Delivered - Cut client onboarding time by 76% through end‑to‑end process mapping and workflow optimization. - Built ClickUp and CRM systems that turned scattered tools into a single source of truth for sales, ops, and marketing. - Led EOS‑style audits and “Level 10”‑style reviews that uncovered leaks in people, process, and tech - then translated them into clear action plans. 🔧 What I Actually Do (Fractional COO / Integrator) - Fractional COO & Business Integrator for founders, agencies, and online businesses - EOS / Traction‑style implementation (scorecards, meeting rhythms, accountability, priorities) - Operations management, process improvement, and workflow design - ClickUp & HighLevel (GHL) architecture, pipelines, and automation - SOP creation, documentation, and knowledge base build‑out - KPIs, dashboards, and weekly accountability rhythms for your leadership team - Marketing operations and funnel mapping so marketing and ops are actually aligned Who I’m Best For - Founder‑led businesses stuck at capacity because everything still runs through you - Agencies and experts with offers that sell but backends that break under volume - Online businesses that have tools (ClickUp, GHL, CRMs) but no real operating system tying it all together - If you want a partner who thinks like a COO, implements like an integrator, and executes like an operations manager, I can help you turn ideas into repeatable systems. 📅 Send me a brief overview of your business (team size, main offers, tools you use) and I’ll reply with where I’d start: EOS‑style structure, systems, or metrics. Skills: - Fractional COO - Business Integrator - EOS Implementer / EOS‑style implementation - Operations Management - Business Process Improvement - SOP Development - Workflow Automation - ClickUp Consultant / ClickUp Implementation - GoHighLevel (GHL) Setup / GHL Automation - KPI Dashboards / KPI Tracking
Hunain K.
$50/hr
100% Job Success
$30K+ earned
Offers consultations
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Are you an eCommerce, retail, or scaling business owner tired of managing mission-critical operations with static, manual spreadsheets? I specialize in bridging the gap between operational complexity (Supply Chain) and financial performance (Finance). My core focus is on transforming traditional, time-consuming data processes into dynamic, automated business models built entirely in Google Sheets. This powerful blend reduces manual effort, sharpens financial visibility, and ensures you make data-driven decisions on inventory, cash flow, and profitability. I've evolved from managing global supply chains to developing the scalable financial systems required for modern, rapid-growth businesses. My Value Proposition: Automation, Insight, and Cost Reduction I deliver actionable solutions that directly impact your bottom line: Cash Flow Certainty: Building Cash Flow Forecasting models that turn raw inventory and sales data into predictive financial visibility, minimizing unexpected cash crunches. Inventory Optimization: Developing integrated Demand Forecasting and Inventory Management systems that minimize stockouts and reduce carrying costs (optimizing working capital). Profitability & Margin Analysis: Deep-dive into COGS (Cost of Goods Sold) and SKU-level data to model profitability, support strategic pricing, and uncover margin expansion opportunities. Strategic Cost Reduction: Expertise in Procurement, Sourcing, and Negotiation to secure favorable terms and drive measurable cost savings across your supply chain. Automated Reporting: Creating self-updating KPI Reporting and management dashboards (live in Google Sheets) that track performance and eliminate weekly data compilation tasks. Core Expertise Areas Category Key Services & Deliverables Business Modeling Google Sheets Automation (Scripts/Formulas), Scenario Planning, Budget Planning, Financial System Integration. Supply Chain Finance SKU-Level Analytics, Working Capital Optimization, Performance Tracking, Landed Cost Analysis. Sourcing & Costing Strategic Sourcing, Negotiation, Cost Saving Initiatives, Vendor Management. Reporting & Data Custom Automated Dashboards, Interactive Data Visualizations, Performance Reporting. Tools & Technologies My solutions are highly integrated and leverage the best tools for speed and scalability: Google Sheets (Advanced Mastery): Complex formulas, custom scripting (Apps Script) for automation, data connection, and reporting. Analytics & BI: Tableau (Interactive dashboard design, data modeling) and advanced Excel (Power Query, Pivot Tables). ERP / Systems Integration: Experience integrating data from platforms like Shopify, Prediko, and other inventory management/ERP systems. Ready to Replace Manual Effort with Scalable Systems? If your current spreadsheet models are brittle, time-consuming, or failing to give you the strategic insights you need, let’s talk. I deliver robust, scalable systems that give you the confidence to grow.
Ernesto F.
$90/hr
100% Job Success
$200K+ earned
Available now
Offers consultations
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Gain 100% clarity on your business, identify and resolve challenges, optimize and automate your processes! I help you standardize and manage all the existing resources to get everything up and running smoothtly ASAP. ⚡ EXPERT-VETTED (Top 1% Freelancers in Upwork). With almost 10 years of experience in Project Management, Productivity Coaching, and Asana/Monday.com consulting, I am confident in delivering exceptional services. 🖥 Agile Project Management ⚡ Custom Project Management Workspace ⏰ Automated Workflows 📈 Process Improvement 🗄 Organization 🚦 Productivity Tool Admin 🏃🏼‍♀️ Efficient Operations 🔗 Admin Strategy & Outsourcing My expertise lies primarily with startups and companies with a digital presence, providing luxurious service and guaranteed results. Whether it's launching new digital products, applying a detailed creative eye, or leading your team to success, I'm here to help. Skilled in Asana, Notion, Lucid Chart, Monday.com, ClickUp, Invision, Figma, Make, Google Apps, Insightly, Slack, Formstack, and more. I'm always keen on trying new techniques and platforms, ensuring the best solution for your business needs. 🌟 Find me on Instagram @guruproductivo for more insights! I'm a successful productivity coach with a global client base in and outside Upwork. I'm dedicated to building long-term business relationships. Let's chat and see how we can work together!
$45/hr
$2K+ earned
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I help fast-growing businesses professionalize operations without slowing momentum. Founders usually bring me in when execution technically works, but only because they’re personally holding everything together. Processes live in people’s heads, decisions bounce back to leadership, and there’s no operating rhythm to make progress predictable. My role is to turn that chaos into a simple, durable operating system. I’m not a task manager or a consultant who leaves behind slide decks. - I’m hands-on, systems-oriented, and focused on outcomes: - Clear ownership across logistics, CX, and internal ops - Lightweight SOPs that remove friction (not bureaucracy) - A weekly operating cadence that teams actually use - Tooling and automation that lock in improvements I bring 8+ years of experience leading operations and workflow transformations across e-commerce, retail, SaaS, and loyalty platforms, including fulfillment operations, CX systems, and cross-functional execution at scale. I’m comfortable working directly inside Shopify, Slack, Google Workspace, and automation tools (Zapier / n8n) to make improvements real, not theoretical. I’m a strong fit if: - You’re scaling quickly and feel execution becoming fragile - Founders are acting as the escalation path - You want structure, clarity, and predictability, not over-engineering I typically work fractionally (10–30 hrs/week) alongside founders and small teams to install systems that keep working after I step back.