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Sanja D.
$75/hr
100% Job Success
$200K+ earned
Available now
Offers consultations
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I help growing businesses turn unstructured workflows into organized, scalable operating systems. Most of the owners and teams I work with come to me with the same situation: unclear ownership, manual follow-ups, undocumented workflows, a disorganized and expensive tech stack, and processes that live in people's heads instead of in a system. That works while the business is small. As it grows, it starts costing time, money, and control. My work does not start with software. It starts with your business. I listen to your requirements, pain points and goals, then guide you through a process audit, asking the questions that surface where work gets stuck, what is being repeated by hand, where handoffs break down, and what leadership needs to make decisions. Once I have the full picture of how your business runs and the direction you want to take it, I propose a system. That System is the actual deliverable. It usually includes process redesign, workflow automation, and a refined tech stack that streamlines handoffs, cleans up data flows, and removes the bottlenecks and recurring costs that hold a growing business back. ClickUp is one part of that system, not the starting point. Here is what our engagement usually involves: - Process mapping and workflow analysis - SOP and process documentation - ClickUp workspace design and implementation - Project management and operations setup - Make, Zapier, and workflow automation - Dashboards, reporting, and KPI tracking - Team training and system adoption - Data migration and tool cleanup As a ClickUp Verified Consultant, I also design workspaces around the way your team works, not around a generic template. That means mapping your real workflows first, then building the structure, custom fields, statuses, views, automations, templates, dashboards, and permissions that match them, so the system reduces work instead of adding to it. I can connect ClickUp to the rest of your stack, including GoHighLevel, Google Workspace, Airtable, ActiveCampaign, Xero, QuickBooks, Calendly, and DocuSign. The way I work: 1. Understand how your workflow runs today 2. Find the bottlenecks, gaps, and manual work 3. Design a better process 4. Build the system around that process 5. Train your team so the system sticks I have done this for teams across digital marketing, e-commerce, SaaS, legal services, accounting, construction, real estate, logistics, fintech, and professional services. Most clients do not need someone to set up ClickUp or automate a single task. They need someone who can look at the whole operation, ask the right questions, connect the dots, and turn scattered work into a system that is structured, scalable, and easier to run. If your team is growing but your processes are becoming unstructured and harder to manage, let's connect. I will build the operational structure that keeps up with the growth.
Roadmap Consulting
Associated with
Roadmap Consulting
$90K+
earned
$90/hr
$20K+ earned
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Engineering and IT management professional. 25+ years of experience in development, IT setup, security and infrastructure. Organizational * Technical Risk mitigation * Team management * Customer management * Improve talent, efficiency AWS: * Setup, reconfigure, troubleshoot * Improve performance * IT controls / security * Pricing optimization Development * Troubleshoot issues and bugs * Architecture and design * IT integration * Develop solutions * Scrum / agile development
Ning J.
$100/hr
100% Job Success
$100K+ earned
Available now
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Upwork Expert Vetted Badge owner, which means among the top 1% of talents on Upwork. I have over 20 years of software development experiences working for leading tech companies such as Microsoft, Starbucks, Institute for Systems Biology. I'm passionate in software development and new technologies. Very quick learner and excellent team worker. Open-minded and can quickly fit into any environment and contribute to the projects. My experiences and visions will be a great value for any company. I'm a USA citizen. Self-motivated, energetic collaborator who thrives on working in a fast-paced environment with tight deadlines and have a desire to stay updated on current and new technologies. As a passionate full-stack developer with can-do attitude, I'm thrilled to leverage my technical experience to implement client's ideas into reality. I’m proud that my web development work has helped my clients to grow their businesses and generate more revenue. My strength is creativity and tenacity. I emphasize effective communication to gather client’s requirements and translate those into an engaging, effective and unique software solution with great architecture and high quality implementation is what has helped me obtain over 100 positive reviews. - Strong problem solving skills - Clear logic & Clean code - Smart development & accurate timeline - Effective and respectful communication & excellent teamwork - Responsive & Pixel-perfect fronted development My skill sets are • AI, Machine Learning, Big Data • Blockchain • Programming Languages: JavaScript/Typescript, Python, PHP, Java, .Net, C++ • Front-End Development: React.js, React Native, Angular, Vue.js, Next.js, Nuxt.js, jQuery, HTML, CSS., SCSS • Back-End Development: Node.js/Express framework, Django, Flask, Laravel, Java, .Net • Database Management: SQL/NOSQL databases • Could: Amazon Web Services (AWS), Azure, Google Cloud • Other: DevOps, Kubernetes, Docker, GIT Availability - Flexible in any time zone - 40+ hours per week - Bilingual Communication in English, Mandarin Chinese Thank you
Imran J.
$100/hr
100% Job Success
Available now
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You need someone who can truly run the company, not another manager. Hi, I'm Imran J. Aziz, and I've been the preferred operations partner for startups, scale-ups, and eight-figure companies seeking to add structure to their expansion for more than 15 years. I've assisted founders in transforming chaos into clarity, whether it's a disorganised team, a faltering fulfilment pipeline, or backend operations that consume your time and profits. As a former CFO and fractional COO, my area of expertise is creating scalable operational systems, from managing cross-functional teams and coordinating KPIs with strategic goals to optimising workflows and automating business processes. My background in tech, eCommerce, real estate, marketing firms, and blockchain has given me a broad perspective and profound understanding of the factors that actually influence performance ac ⭐⭐⭐⭐⭐ “Imran has solid project management skills and most sincerely seeks to understand and contribute to the success of our business.” – Glenn Sanford, Founder – eXp Realty ⭐⭐⭐⭐⭐ “Imran brought structure and accountability to our operations, streamlining processes and improving oversight.” – Booth Group of Companies ⭐⭐⭐⭐⭐ “Imran took charge of our operations, ensuring financial and operational targets were consistently met.” – Call Center Doctors What I Provide: ⚪ Operational Strategy & Execution: I turn the tumultuous process of expansion into a seamless business procedure. ⚪ Business Automation: I link your tools using low-code/no-code automation to save your team time on tedious tasks. I've worked with Zapier, Make (Integromat), Airtable automations, and Slack workflows. ⚪ SOPs & Process Optimisation — clear processes, painstakingly documented processes, and smooth transitions. Team Building & Culture Development: I turn people into accountable, effective groups. ⚪ Enhancing the Customer Experience: Operations should make customers feel appreciated in everything from response times to retention procedures. ⚪ Tech Stack Integration: Whether it's a CRM, advertising dashboard, or finance tool, I make sure that everything talks to each other. ⚪ KPI-Driven Management: The focus of this strategy is on margin expansion, performance, and accountability. 🛠️ Tools & Tech I Use: ClickUp | Asana | Monday.com | Notion | Slack | GSuite | Trello Zapier | Make (Integromat) | Airtable | HubSpot | GoHighLevel | Salesforce Shopify | QuickBooks | Xero | Stripe | Meta Ads | Google Ads | Klaviyo 🏆 A Few Wins: ⚪ Launched and systemized operations for a national real estate brokerage (10,000+ agents onboarded) ⚪ Built an automated CRM and commission system for a 7-figure marketing agency ⚪ Reconciled five years of backlogged financials to help a tech firm secure funding from Intel Capital ⚪ Automated onboarding, fulfillment, and reporting for a Shopify brand, cutting manual tasks by 70% ⚪ Integrated ClickUp, Slack, and Airtable for a remote SaaS team, reducing project delays by 40% ⚪ Scaled operations for a healthcare startup, implementing SOPs, a helpdesk system, and training modules ⚪ Designed and launched a KPI dashboard for a distributed team of 30+ employees using Google Data Studio ⚪ Helped an eLearning platform streamline their customer onboarding and support process, improving retention by 22% ⚪ Restructured a logistics company’s supply chain ops and automated vendor tracking through Airtable and Make ⚪ Supported a blockchain platform with project management systems and smart contract delivery workflows ⚪ Turned a real estate wholesaling business’s disorganized CRM into an automated lead and follow-up machine 🧭 What You Can Expect: ✅ Streamlined onboarding ✅ Real solutions, no buzzwords ✅ Automations that save hours daily ✅ Operations that scale with you ✅ A trusted partner who thinks like a founder Let's discuss if you're prepared to scale and quit micromanaging. My job is to construct the business's system, remove bottlenecks, and assist you regain your attention and time. ________________________________________________________________________ Keywords: Operations Manager, Virtual Operations Manager, Remote Operations Consultant, Small Business Process Improvement, Startup Operations Support, Operations Strategy for SMEs, Project Management Freelance, Budgeting & Forecasting for Small Business, Workflow Optimization, KPI Tracking, Team Leadership for Small Teams, Cross-Functional Coordination, Inventory Management for SMEs, Customer Experience Improvement, Cost Reduction Strategies, Strategic Planning for Small Business, Resource Allocation, Risk Management Consultant, E-commerce Operations, Operations Automation, ADHD, Supply Chain Management, Business Automations, Process Improvement, Continuous Improvement, Project Management, Budgeting & Forecasting, Strategic Planning, Workflow Optimization,
Sublime Outsourcing
Associated with
Sublime Outsourcing
$35/hr
$5 earned
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I help individuals, small businesses, and large organizations solve everyday IT challenges — from software setup to secure remote access — so their technology runs reliably and efficiently. I provide clear, professional support with: 1.Microsoft 365 setup and integration – Outlook, Teams, OneDrive, and Azure 2.VPN configuration and secure connectivity – Cisco AnyConnect, Zscaler, and similar tools 3.Software installation and system optimization for Windows and macOS 4.User access, security, and account management – including MFA, Okta, and Active Directory 5.Remote troubleshooting and tech support for networks, devices, and cloud systems Although I specialize in healthcare, I can also aid in other businesses seeking reliable IT solutions. I’m known for clear communication, efficient problem-solving, and professionalism. Whether you need one-time setup assistance or ongoing remote support, I can help keep your systems secure and running smoothly or you and your client. Enquire within. -SDKsolutions
Hammad Haroon  S.
$30/hr
100% Job Success
Available now
Offers consultations
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Founders with small distributed teams don't need someone to manage tasks - they need someone to own the operation so they can stop being the bottleneck. That's where I come in. I'm Hammad, a operations and project management professional with five years of hands-on experience across startups, agencies, and distributed remote teams. Top Rated on Upwork with a 100% Job Success Score across executive support, ops architecture, and project coordination. What I actually do for clients: - Run hiring funnels end to end - role scoping, JD drafts, first-round screening, finalist shortlists with a recommendation. You pick from two or three options. Everything before that is mine. - Build operational systems that stick - Notion workspaces, ClickUp project setups, Slack workflow automations, async reporting structures. Not generic templates - built around how your team actually works. - Own cross-functional coordination - between developers, designers, vendors, and contractors. I sit in the middle, surface blockers early, and keep work moving without pulling you into every thread. - Manage communications and calendar with full context - your inbox becomes a decision queue, not a pile. Prep notes before calls, context loaded before meetings, travel sorted before you ask. I'm currently pursuing a Software Engineering degree alongside a Google Tech PM certificate. That combination means I can interface directly with dev teams, evaluate technical feasibility, and build lightweight automations - without needing someone to translate between business and code. Tools I work in daily: Notion, ClickUp, Asana, Google Workspace, Slack, Zapier, Make, GoHighLevel, Claude, ChatGPT. If your operation still runs mostly through you, let's fix that. A 10-minute call is enough to map where the friction is and what I'd tackle first.
Janis B.
$70/hr
100% Job Success
$50K+ earned
Available now
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How can I help, and why choose me? Your emails aren't landing in the inbox. Your domain reputation is tanking. Your cold outreach is going nowhere. Or maybe everything looks fine on paper, but the results just aren't there. That's where I come in. - Inbox placement diagnosis and recovery, from identifying the root cause to fixing it - Domain and IP reputation rebuilding, step by step - Cold outbound infrastructure built from scratch, the right way - Opt-in campaign strategy, setup, and execution - Tool selection tailored to your specific situation, whether that's warmup, outbound sequencing, mailbox provisioning, or DNS - Full DNS configuration and authentication setup (SPF, DKIM, DMARC) - Ongoing deliverability monitoring and maintenance Anything email and deliverability related? I got this Why me? In the email deliverability world since 2013. I spent almost 7 years at Mailigen, an ESP that was later acquired by Pipedrive, one of the largest CRM platforms. As one of only 3 people responsible for client deliverability and mail infrastructure, I served as a dedicated consultant for our largest senders, including databases of up to 10M opted-in contacts. I made sure inbox placement was as strong as possible, best practices were in place, and clients could run campaigns and automations without deliverability getting in the way. I then stayed on with Pipedrive for 2 more years after the acquisition. From there, I joined Jeff App, one of the fastest-growing fintech startups in the Baltics, where I owned all email campaigns and automations across verticals, languages, and countries, with a constant focus on deliverability, domain reputation, and IP health. I then went freelance and joined Martal Group, one of the leading North American lead gen agencies. What started as a deliverability consulting role grew into a Head of IT position, where I built and maintained outbound infrastructure for hundreds of clients, managing inbox placement across thousands of domains and mailboxes. I handled client communication directly, determined the right stack for each use case, and built out every outbound setup from scratch. During my time there, the company grew from 12 to 60 people and from 11 to 120+ clients. I've since gone fully independent, helping companies run outbound and opt-in marketing in-house. Recent clients include Quickbase, Engine, Usergems, Reppublika, JayaPR, Braintrustdata, Primeprometics, and others. Main expertise - Opt-in email marketing, automations, and campaigns - Cold outreach, email infrastructure, domain and IP warmup, and inbox placement - Domain DNS configuration - Domain and IP reputation: improvements, maintenance, and fixes ESP experience Platforms I work in regularly and know deeply: Klaviyo, ActiveCampaign, AWeber, Mailchimp, Customer.(io), Constant Contact, Drip, GetResponse, HubSpot, MailerLite Also worked with: ConvertKit, Brevo, Moosend, Campaign Monitor, Omnisend, Sendlane Outbound sales tools Regularly used: HubSpot, Smartlead, Instantly, Reply, Outreach, Woodpecker, QuickMail, Apollo, Salesloft Feel free to reach out to me. I am confident I can help you with email marketing and email deliverability projects or solve existing problems.
Sergey G.
$39/hr
100% Job Success
$3M+ earned
Available now
Offers consultations
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Helping manufacturing and industrial teams build scalable CPQ, quoting, pricing automation, quote generation, proposal generation, and quote-to-cash systems that actually work in real sales operations. Experience working with CPQ platforms including Salesforce CPQ, Revenue Cloud, Oracle CPQ, Apttus CPQ, custom product configurators, and pricing automation solutions. Verticals: industrial equipment, HVAC & mechanical contractors, contract manufacturing, building materials, engineered products, custom assemblies, field services. Where I've helped: Spreadsheets → structured quoting & pricing automation Moved pricing logic, product configuration rules, pricing configuration, quote generation processes, and approval workflows out of Excel into scalable CPQ and quote management systems sales reps can actually use without breaking pricing. Homegrown tools → maintainable quote-to-cash systems Preserved existing business logic while removing single-developer dependency and improving maintainability, quoting workflows, sales operations visibility, CRM automation, and RevOps processes. Document builders (PandaDoc, Qwilr) → automated proposal generation Connected configuration, pricing engines, CRM data, Salesforce CRM, and ERP systems so quotes, proposals, SOWs, and sales documents generate automatically from rules instead of manual assembly. Heavy CPQ (Salesforce CPQ, Oracle CPQ) → right-sized implementation Simplified existing CPQ setups, pricing workflows, quote generation processes, product configuration models, and product configurators — or replaced overengineered systems with tools that better match how the sales team actually sells. Quote-to-cash workflow setup end-to-end Quotes → proposals → contracts → e-sign → sales orders → fulfillment Built full document automation flows with branded proposal generation, contract generation, approval routing, e- sign integration (DocuSign, PandaDoc, native e-sign), and downstream Sales Order / Purchase Order automation. Approved quotes flow directly into fulfillment without manual re-entry, duplicate data entry, pricing mismatches, or version control issues between sales and operations. Experience with: CPQ, Configure Price Quote (CPQ), Salesforce CPQ, Revenue Cloud, pricing automation, pricing configuration, proposal automation, sales quoting, quote generation, proposal generation, RevOps workflows, Quote to Cash (QTC), sales document automation, CRM automation, Salesforce CRM, Salesforce Sales Cloud, product configuration, approval workflows, contract management, ERP/CRM integration, API integration, subscription pricing, dynamic pricing, sales operations, and quote-to-cash processes. Not sure where to start? Send a quick overview of your current quoting process, pricing workflow, quote generation process, CPQ implementation, or proposal generation setup — I’ll take a look and share what I’d improve, no commitment required.
TWT Capital Inc.
Associated with
TWT Capital Inc.
$200+
earned
Mary Anne S.
$60/hr
100% Job Success
$20K+ earned
Offers consultations
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I help tech-driven companies achieve a 91% project success rate by bridging the gap between high-level business strategy and technical execution. Whether you need a Fractional PMO Leader to scale operations or a Technical Product Manager to rescue a stalling development cycle, I provide the structure, data, and leadership needed to deliver on time and under budget. Why Work With Me? ➤ Certified Expertise: As a ClickUp Certified Admin, I don’t just manage tasks; I architect custom ecosystems that automate manual work and provide real-time visibility for stakeholders. ➤ Technical Depth: With a Master’s in Computer Science, I speak the language of your developers (Python, Java, Agile) while reporting clearly to your C-Suite. ➤ Proven Scale: I’ve managed over 360+ global data analytics projects per quarter, leading cross-functional teams of 30+ professionals. How I Can Help You: ➤ PMO Setup & Optimization: Transitioning from "chaos" to a structured PMO using Jira, ClickUp, or Asana. ➤ Fractional Operations Leadership: Strategy roadmap development, budget optimization, and risk management for SaaS and IT firms. ➤ Workflow Automation: Reducing overhead by connecting your tech stack (Make, Zapier, ClickUp) to eliminate manual data entry. ➤ Data-Driven BI: Building Tableau and Power BI dashboards that actually tell a story and drive decisions. The Toolkit: ➤ Tools: ClickUp (Certified), Jira/Confluence, Asana, Monday, Notion. ➤ Methodologies: Agile, Scrum, ITIL, COBIT. ➤ Languages/Tech: Python, Java, SQL, AI/LLM Product Management. Ready to streamline your operations? Let’s hop on a discovery call to discuss your current bottlenecks.
Huddlefix OÜ
Associated with
Huddlefix OÜ
$4K+
earned
Zaki  I.
$39.99/hr
100% Job Success
Available now
Offers consultations
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If your business is scaling but your operations aren’t — that's not a people problem. It's a systems problem. I'm Zaki, an AI Automation & Project Management Consultant with 15+ years of hands-on implementation experience. I work with operations-heavy businesses to design and build the operational systems that eliminate manual work, connect scattered tools, and create the kind of process clarity that lets teams execute without constant firefighting. ━━━ What I build ━━━ → Workflow Automation Systems End-to-end process automation using Make (Integromat), Zapier, and N8N, Keragon. I design automation architecture that connects your CRM, communication, reporting, and operations tools — so data moves, triggers fire, and your team stops doing manually what a system should handle. → AI Integration into Business Operations GPT and Claude-powered workflows embedded directly into your existing business processes. This includes automated proposal generation, intelligent reporting, AI-assisted client communication, lead qualification workflows, and operational decision-support systems — built and integrated, not just consulted on. → CRM Systems & Sales Pipeline Architecture Full CRM implementation and integration using Monday, Clickup, Asana and similar platforms. I build the pipeline logic, lead routing, follow-up automation, and reporting dashboards — then connect it all into your broader operations stack (Outlook, Gmail, Zoho Mail, Zoho, Slack, etc) so nothing lives in isolation. → Operations Stack Integration & Connectivity If your business runs across ClickUp, Monday, Asana, Slack, Google Workspace, or any combination of tools — I build the integration layer that makes them work as one system. Custom workflows, cross-platform automations, and data pipelines that eliminate the manual handoffs killing your team's time. → Business Process Automation Consulting Before building anything, I audit your current workflows, map your operational gaps, and design a system architecture that fits your business model — not a template. Every automation and integration decision is tied to a measurable business outcome. ━━━ Who I work with ━━━ Operations-heavy businesses that are scaling but being slowed down by the infrastructure underneath them. Typically: agencies running client delivery across too many tools, service businesses drowning in manual reporting and follow-up, and growing teams where execution speed is being capped by process gaps rather than talent gaps. If you're adding headcount to solve a problem that a better system would fix — that's the conversation I'm built for. ━━━ Results from real implementations ━━━ • 40% reduction in manual work hours across agency operations and client delivery teams • 60% faster cross-team execution through automated handoffs and SLA-driven workflow design • 70% increase in staff efficiency — same team, significantly higher output • $5M+ in operational costs Saved across 300+ business engagements over 15 years These aren't averages. They're outcomes from specific system builds where the bottleneck was identified, the architecture was designed to address it, and the implementation was executed end-to-end. ━━━ How an engagement works ━━━ 1. Discovery — I audit your existing tools, workflows, and operational gaps. No assumptions, no templates. 2. Architecture Design — I map the system before building it. You see exactly what will be built and why before a single automation goes live. 3. Implementation — Full build, configuration, integration, and documentation. Your team doesn't need to manage the process. 4. Handover — Your team runs the system independently. Full documentation, training, and a clean handover so there's no dependency on us continuing. 5. Maintenance & Support — We are always available for any bugs, quick queries etc even after the system has gone live. ━━━ What clients say ━━━ "Our company would not be where it's at without Zaki. He jumped on calls with every department, knocked out operational blueprints, attended every session with an agenda — and he doesn't just advise, he delivers. We've worked with several consultants, even full-time in-house, and none have taken the time to understand our business the way Zaki has." — Kevin, Hi5 Practice "Working with Zaki has been a game-changer. Their expertise in business process optimization, automation, and systems consulting has revolutionized the way we operate — streamlined workflows, measurable efficiency gains, and significant cost savings." — Moeen A., Head of Geniteam Services Division ━━━ Tools & platforms ━━━ Make (Integromat) · Zapier · N8N · ClickUp · Monday · Asana · GoHighLevel · HubSpot · OpenAI (GPT) · Claude · Google Workspace · Slack · Wrike ━━━ Let's talk ━━━ If your operations are the ceiling on your growth, I can help you identify exactly where the system is breaking down and what it would take to fix it. Send me your challenges and let's discuss solutions!
Zaki I. has worked .
Ready Logic
Associated with
Ready Logic