Business Process Design (or ReDesign☺️) Specialists I help business owners transform chaos into clarity through comprehensive business process design and implementation. As your strategic operations partner, I create custom roadmaps that organize and streamline your entire business operation. What I Deliver: Complete Business Framework Design - I identify and map all core business functions including marketing, service delivery, team management, operations, and executive leadership to create a cohesive operational system. Streamlined Operations - Transform scattered tasks into documented, repeatable processes that reduce bottlenecks, eliminate confusion, and create consistency. Technology Integration - Expert guidance on selecting and implementing the right tools and software for your specific needs, from CRM and project management to marketing and HR platforms. Role Clarity - Define clear responsibilities for existing team members and create strategic hiring plans for future growth. Implementation Support - I don't just deliver documents - I partner with you through setup, training, and initial monitoring to ensure successful adoption. Results You Can Expect: - Reduced operational stress and fewer "fires" to put out - Increased team productivity and accountability - Improved client experience through consistent service delivery - Better decision-making with organized business intelligence - Scalable systems that support business growth - More of your time freed for strategic activities rather than day-to-day management My process begins with understanding your unique business goals and challenges. From there, I develop a customized roadmap that transforms your vision into actionable, documented systems that drive results. Let's create the operational foundation that will support your business growth for years to come.

I help real estate investors and agents manage their lead pipelines, clean up messy CRM data, and automate workflows so they can focus on closing deals instead of chasing spreadsheets. What I do: CRM setup, migration, and optimization (Follow Up Boss, Podio, Pipedrive, HubSpot, etc.) Real estate lead generation using PropStream, Batch Leads, and county records and other verified tools. Data enrichment, deduplication, and pipeline management Email automation and Zapier workflow building What makes me different: 5+ years of experience with 100% Job Success on Upwork I've completed 1,393 hours of CRM management, lead generation, and data projects Top Rated freelancer with a track record of delivering clean, accurate, usable data I don't just follow instructions - I identify problems, suggest improvements, and deliver results My clients come to me when: Their CRM is a mess and they need it cleaned up fast They're migrating systems and don't want to lose data They need qualified leads, not just random names scraped from the internet They want automation set up so they stop doing repetitive manual work I work full-time (40+ hours/week), respond quickly, and take ownership of projects from start to finish. Ready to clean up your CRM or build a better lead pipeline? Let's talk.

Experienced freelancer with a proven track record in successfully designing PV systems and managing residential projects. Skilled in project planning, resource allocation, risk management, and stakeholder engagement. Strong collaborator, effective communicator, and problem-solver. Committed to delivering projects on time, within budget, and exceeding client expectations.

I help founders streamline their workload and regain focus by owning the "how" of their daily operations. I specialize in supporting founders and executives who are managing multiple moving parts and need a reliable partner to handle coordination, workflows, and execution. I act as an operational anchor: someone who ensures that projects stay on track, teams remain aligned, and nothing falls through the cracks. While I have deep experience in executive support, my primary value is in organizing the business. I thrive in high-trust environments where I can take a founder’s vision and turn it into a structured, repeatable process. Core Strengths - Operations & Project Coordination: I manage timelines, track milestones, and ensure consistent follow-through across teams. I bridge the gap between high-level strategy and daily execution. - Workflow Design & SOPs: I focus on creating and maintaining the internal processes that make a business run smoothly (using tools like Asana, Basecamp, or various CRMs). I build the "how-to" guides that allow your business to scale without chaos. - Tech-Forward Support: I use AI and automation (Zapier, n8n, ChatGPT) as practical tools to increase my own efficiency and streamline your team’s output. I ensure your digital workspace remains organized and functional. - Bilingual Communication: Full professional fluency in English and Spanish, capable of managing international operations and diverse stakeholder relationships. How I Work I am an operator who focuses on the management and optimization of your business workflows. I am a great fit for founders who need a partner to organize data, coordinate resources, and keep projects moving forward. My goal is to handle the mechanics of the day-to-day so you can stay focused on the big picture. Experience Highlights - 7,300+ hours on Upwork with 100% Job Success and consistent 5-star reviews. - Successfully coordinated operations for a CEO managing 13+ diverse entities in Private Equity, Real Estate, and Family Office sectors. - Built executive dashboards for P&L and decision tracking to provide founders with clear visibility into their business health. Availability I am looking for a long-term partnership where I can grow with your organization and eventually take on more project management responsibilities. I am available for 25-40 hours per week (full-time or consistent part-time roles). I maintain full availability for US-compatible time zones.

Hello! I am available to complete a wide variety of projects and learn new platforms/tools easily. I have 24 years of customer service experience and have worked in retail and hospitality as well as with startups and large corporations (and everything in between). My most recent full-time role was with Upwork corporate as a Talent Program Manager, helping people at companies of various sizes and in various industries by creating job descriptions, sourcing and shortlisting candidates, and guiding them through the hiring process. It was recruiting, sales, and customer success all rolled into one! I type 110 words per minute and have experience transcribing within a variety of industries including podcasts, legal, medical, law enforcement, focus groups and one-on-one interviews. Other skills include human resources, writing, proofreading, editing, secret shopper calls/customer service QA, customer success, sales, recruiting, conference and event planning, administrative support, customer retention, data entry, LinkedIn, lead generation, appointment setting, audio file editing, and revenue management. I am open to learning new tools and training for roles I do not have experience with. My most recent experience outside of Upwork was in hospitality, an industry where I spent 17 wonderful years. I enjoy working with organizations of all sizes (and new Upwork users!) and am available every day of the week and on short notice for short- to long-term projects, even out-of-the-box ones. I have six years of experience in AI with companies like Anthropic, Atomic and Proofit. In these roles, I trained new AI platforms which included fact checking, quality checking, messaging with and teaching the AI what it was doing wrong and right in order to help it improve. Looking forward to helping with open roles so you can focus on what you do best. Let's get your job done!

⭐️ Strategic partnerships drive sustainable business growth ⭐️ Hi, I’m Sofía, a Business Development & Partnerships Manager with 10 years of experience building high-impact relationships, leading strategic alliances, and driving growth across public, private, and international organizations. I help companies expand their reach, develop meaningful partnerships, and unlock new opportunities through structured, relationship-driven strategies. I specialize in connecting the right stakeholders and turning complex ecosystems into actionable growth initiatives. From leading partnerships tied to $10M programs to coordinating multi-sector collaborations across 40 organizations, I ensure alignment, execution, and long-term value. My approach combines strategic thinking, strong communication, and hands-on execution to move opportunities forward. Here’s how I can support your business: ✅ Identify, develop, and manage strategic partnerships ✅ Build and nurture relationships with key stakeholders and clients ✅ Support business expansion and market entry initiatives ✅ Lead outreach, follow-ups & partnership pipeline management ✅ Coordinate cross-functional teams to execute growth initiatives ✅ Represent your company in external communications and negotiations These are the types of outcomes I’ve delivered: ✔ Led partnership initiatives contributing to $10M in program investments and funding ✔ Built and managed relationships with 40 institutional and corporate stakeholders ✔ Supported initiatives that impacted 3,500+ individuals through strategic collaborations ✔ Generated new business opportunities and alliances across international markets ✔ Improved partnership coordination and execution efficiency by 35% I bring structure, credibility, and strategic thinking to every partnership, helping businesses grow through strong relationships and clear execution. Send me a message, and let’s build meaningful partnerships that drive results!

Thank you for taking the time to visit my profile! Partner with me for tailored, top-notch support delivered with unwavering professionalism, excellent foresight, and a commitment to drive your business forward. I specialize in providing exceptional support to executives and businesses looking to enhance efficiency, maintain confidentiality, and refine processes. My military background instilled in me a strong sense of discipline, adaptability, and a deep understanding for the discretion required in executive-level operations. With expertise in streamlining administrative tasks and leveraging technology to boost productivity, I’m here to help you achieve your goals!

𝐓𝐎𝐏 𝐑𝐀𝐓𝐄𝐃 | 𝟑+ 𝐘𝐞𝐚𝐫𝐬 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 | I provide high-level admin support so you can focus on your core responsibilities and achieve your goals! I’m a Virtual Assistant with hands-on experience supporting founders, investors, and small teams across real estate, construction, and digital marketing. I thrive in support-driven environments where collaboration, trust, and continuous improvement matter. My focus is helping projects and daily operations move forward smoothly through strong organization, administrative, and execution support. 𝐇𝐨𝐰 𝐈 𝐬𝐮𝐩𝐩𝐨𝐫𝐭 𝐩𝐫𝐨𝐣𝐞𝐜𝐭𝐬 𝐚𝐧𝐝 𝐨𝐩𝐞𝐫𝐚𝐭𝐢𝐨𝐧𝐬: ✅ CRM management and maintenance (Pipedrive, Notion, JobTread) ✅ Task and project tracking using Notion, Asana, Google Sheets, and CRMs ✅ Project coordination support (status updates, follow-ups, documentation, handoffs) ✅ Data entry, cleanup, and bulk uploads with high accuracy ✅ Inbox and calendar organization (labeling, filtering, prioritizing) ✅ Workflow automation and process improvement ✅ SOP creation and documentation ✅ Website updates (WordPress, Squarespace) ✅ Newsletter and email campaign support ✅ Social media content scheduling and basic management ✅ Research, file organization, and general admin support I’m known for being reliable, proactive, detail-oriented, accountable and willing to go above and beyond to support both people and projects. I enjoy working in environments where I can grow, learn new systems, and contribute meaningfully. 𝐓𝐨𝐨𝐥𝐬 𝐈 𝐫𝐞𝐠𝐮𝐥𝐚𝐫𝐥𝐲 𝐮𝐬𝐞 𝐢𝐧𝐜𝐥𝐮𝐝𝐞 𝐛𝐮𝐭 𝐧𝐨𝐭 𝐥𝐢𝐦𝐢𝐭𝐞𝐝 𝐭𝐨: Notion, Google Workspace, MS Excel, MS Word, Pipedrive, Mailchimp, Zapier, WordPress, Squarespace, Canva, JobTread, CompanyCam, DocuSign, Zoom, Slack, Asana, ClickUp, ChatGPT, Adobe Illustrator, and Premiere Pro. I’m flexible, quick to adapt, and comfortable stepping in wherever support is needed. If you’re looking for a growth-oriented VA, then I’d be happy to help. Let’s talk about how I can support your business and grow with your team.

𝐀𝐈 𝐕𝐨𝐢𝐜𝐞 𝐀𝐠𝐞𝐧𝐭 𝐃𝐞𝐯𝐞𝐥𝐨𝐩𝐞𝐫 (𝐑𝐞𝐭𝐞𝐥𝐥 𝐀𝐈 | 𝐒𝐲𝐧𝐭𝐡𝐟𝐥𝐨𝐰 | 𝐕𝐚𝐩𝐢) | 𝐀𝐈 𝐑𝐞𝐜𝐞𝐩𝐭𝐢𝐨𝐧𝐢𝐬𝐭𝐬, 𝐂𝐑𝐌 & 𝐑𝐞𝐯𝐞𝐧𝐮𝐞 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧 Most service businesses don't lose customers because they lack leads. They lose them because nobody answered the phone, followed up fast enough, or captured the opportunity before a competitor did. Every missed call, delayed response, or disconnected workflow quietly costs appointments, revenue, and customer trust. 𝐓𝐡𝐚𝐭'𝐬 𝐭𝐡𝐞 𝐩𝐫𝐨𝐛𝐥𝐞𝐦 𝐈 𝐬𝐨𝐥𝐯𝐞. I build ᴘʀᴏᴅᴜᴄᴛɪᴏɴ-ʀᴇᴀᴅʏ ᴀɪ ᴠᴏɪᴄᴇ ᴀɢᴇɴᴛꜱ ᴀɴᴅ ᴄᴜꜱᴛᴏᴍᴇʀ ʀᴇꜱᴘᴏɴꜱᴇ ꜱʏꜱᴛᴇᴍꜱ that answer calls, qualify leads, book appointments, update your CRM, trigger follow-ups, and automate repetitive work—helping your business respond faster, convert more leads, and operate more efficiently. 𝐓𝐡𝐢𝐬 𝐢𝐬𝐧'𝐭 𝐣𝐮𝐬𝐭 𝐚𝐧𝐨𝐭𝐡𝐞𝐫 𝐀𝐈 𝐛𝐨𝐭. It's a complete system designed to improve customer response, reduce manual work, and create more revenue opportunities. 𝐈𝐧𝐝𝐮𝐬𝐭𝐫𝐢𝐞𝐬 𝐈 𝐒𝐞𝐫𝐯𝐞: I work with businesses where every phone call matters: • HVAC & Home Services • Real Estate Investors & Agencies • Medical & Dental Clinics • Roofing & Plumbing Companies • Insurance Agencies • Law Firms • Solar Companies • Appointment-Based Businesses 𝐖𝐡𝐚𝐭 𝐈 𝐁𝐮𝐢𝐥𝐝: I build AI systems that become part of your daily operations. That includes AI Voice Agents that answer inbound calls 24/7, qualify leads naturally, schedule appointments, route calls, update your CRM, and trigger follow-ups automatically. Beyond voice AI, I build complete automation systems including CRM automation, workflow automation, AI receptionists, reporting dashboards, approval workflows, lead routing, AI knowledge assistants, API integrations, and multi-step business automations that eliminate repetitive tasks. 𝐓𝐡𝐞 𝐨𝐛𝐣𝐞𝐜𝐭𝐢𝐯𝐞 𝐢𝐬 𝐬𝐢𝐦𝐩𝐥𝐞: • Respond faster • Capture more leads • Reduce manual work • Never let opportunities slip through the cracks 𝐈𝐦𝐚𝐠𝐢𝐧𝐞 𝐓𝐡𝐢𝐬 𝐈𝐧𝐬𝐢𝐝𝐞 𝐘𝐨𝐮𝐫 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬: An HVAC customer calls after hours. Instead of reaching voicemail, your AI receptionist answers instantly, qualifies the issue, books the appointment, updates GoHighLevel, notifies your technician, and sends the customer a confirmation. A real estate agency receives multiple buyer inquiries. The AI qualifies prospects, answers common questions, schedules viewings, updates the CRM, and triggers personalized follow-ups automatically. A medical or dental clinic can automate appointment scheduling, patient FAQs, intake information, and call routing while escalating important cases to staff. These aren't isolated automations! They're connected business systems designed around how your business actually works. 𝐏𝐥𝐚𝐭𝐟𝐨𝐫𝐦𝐬 𝐈 𝐖𝐨𝐫𝐤 𝐖𝐢𝐭𝐡: Retell AI • Synthflow • Vapi • Twilio • ElevenLabs • OpenAI • n8n • Make • Zapier • GoHighLevel • HubSpot • Follow Up Boss • Supabase • Google Workspace • APIs • Webhooks • JavaScript 𝐈 𝐜𝐡𝐨𝐨𝐬𝐞 𝐭𝐡𝐞 𝐫𝐢𝐠𝐡𝐭 𝐭𝐞𝐜𝐡𝐧𝐨𝐥𝐨𝐠𝐲 𝐛𝐚𝐬𝐞𝐝 𝐨𝐧 𝐲𝐨𝐮𝐫 𝐰𝐨𝐫𝐤𝐟𝐥𝐨𝐰—𝐧𝐨𝐭 𝐭𝐡𝐞 𝐨𝐭𝐡𝐞𝐫 𝐰𝐚𝐲 𝐚𝐫𝐨𝐮𝐧𝐝. 𝐖𝐡𝐲 𝐂𝐥𝐢𝐞𝐧𝐭𝐬 𝐖𝐨𝐫𝐤 𝐖𝐢𝐭𝐡 𝐌𝐞: Before building anything, I take time to understand how your business handles calls, leads, appointments, and customer communication. Every solution is designed for real-world use, with reliable integrations, tested conversation flows, and automation that supports your operations long after deployment. I focus on building systems your team can actually depend on—not impressive demos that fail in production. 𝐌𝐲 𝐂𝐨𝐦𝐦𝐢𝐭𝐦𝐞𝐧𝐭: If I don't believe AI or automation will create real value for your business, I'll tell you before you invest. I'd rather recommend the right solution than sell unnecessary technology. Before handoff, every conversation flow, automation, and integration is tested against realistic business scenarios to ensure it performs reliably in day-to-day operations. If you're looking for an AI Voice Agent Developer who can build more than just a chatbot—someone who can design a complete customer response system—I’d love to hear about your business. 𝐒𝐞𝐧𝐝 𝐦𝐞: • Your industry • How you currently manage calls and leads • Your CRM or existing tools • What you'd like to automate I'll review your workflow and recommend the solution that makes the most sense for your business.

Hi there! I’m here today to discuss career opportunities with your company. Let me tell you a little bit about myself: I love helping people find what they need and ensuring they feel good about their purchases. I grew up taking piano lessons, and my favorite part of the process had the chance to make someone else happy. When working with customers, it’s important that they like me—and it’s also essential that they feel like they’ve gotten value from my service. In my previous role I have been mostly involved in establishing effective client relationships. I have also developed a superior understanding of customer service and customer relationship with the span of time. I love helping people navigate their lives, whether finding the right car or insurance or ensuring they have what they need for any situation. My ability to communicate effectively with customers is a big part of my success. I’m looking forward to hearing more about what you do at your company!