Are inefficient systems, scattered tools and manual processes slowing your business down? Most growing businesses reach a point where spreadsheets, disconnected apps and ad-hoc workflows start costing real time and money. I help small to medium size businesses replace that chaos with clear, scalable operational systems that are built to fit the way you actually work. As a ClickUp Qualified Solutions Partner (the highest recognition available for ClickUp Consultants, evaluated directly by ClickUp's own team) on top of being a ClickUp Verified Expert, with 15+ years of experience in business systems, operations and project management, I don't just set up tools. I design end-to-end operational systems that give your team clarity, accountability and room to grow. I am Monday Certified Expert as well. ⭐️What I Build For You: 🔧Custom ClickUp & Systems Architecture Workspaces designed around your actual business, not copy-paste templates. Multi-space structures, custom workflows, dashboards and reporting built for your team's reality. 🔧Workflow Automation & Integrations Automate approvals, handoffs, onboarding, and reporting using ClickUp-native automations plus Make and Zapier. I also integrate with tools like QuickBooks, Xero, DocuSign, Pipedrive and Slack, so your entire operation runs from one connected hub. 🔧Process Optimisation & SOPs I map your existing workflows, eliminate bottlenecks, and document clear Standard Operating Procedures so your team knows exactly what to do without chasing you for answers. 🔧Team Training & Onboarding Your system only works if your team uses it. I design adoption plans and run hands-on training for remote, hybrid, and in-office teams so ClickUp becomes second nature, fast. 🔧Ongoing Support & Optimisation Many clients keep me on retainer to evolve their systems as the business grows, troubleshoot issues, and continuously improve performance. ⭐️What my Clients Achieved working with Me: 👥SYDRC: Replaced Excel and legacy CRM tools with 11 custom boards, automated workflows and mirrored data, saving 20+ hours per week and unlocking advanced analytics 👥Vikings Manufacturing: Integrated systems with QuickBooks and DocuSign, used AI-powered data extraction to eliminate manual admin and reduce errors across the operation 👥BraveHope Partners: Built an automated client journey system with master dashboards giving leadership real-time visibility across the entire organisation 👥Financial Advisory Client: Streamlined disconnected workflows into one automated system, resulting in 30% cost reduction and measurable sales growth 🌟What My Clients Say: "Working with Hina is a pleasure. She understood my needs and carried out the work in a timely manner. She also provided weekly updates to make sure the communication was ongoing. I would give her more than a 10 if I could." - Vanessa Besack, Founder, BraveHope Partners "I recently had the pleasure of working with Hina and I must say, the service provided was nothing short of exceptional. From start to finish, Hina went above and beyond to ensure that all my needs were met and that the entire process was as smooth and stress-free as possible. The level of professionalism and expertise Hina demonstrated was truly impressive. She took the time to understand our specific requirements, offering tailored advice and innovative solutions that far exceeded my expectations." - Abdi Ali, Director, SYDRC "Dealing with messy workflows used to cost me time and money. Hina analysed my business and recommended tools that automated tasks and improved visibility. Now, everything is streamlined, I've cut costs by 30%, and my sales are up! She is great for any business owner wanting to simplify and grow." CEO, Financial Advisory Client ⭐️Why Clients Choose Me: ✅ ClickUp Qualified Solutions Partner - elite-level certification, rigorously evaluated by ClickUp's own team. ✅ Monday Certified Partner with cross-platform expertise across Asana, Jira, Pipedrive and Zoho. ✅ Strategic-first approach - I understand your business before recommending or building anything. ✅ Full-stack systems thinking - connecting your CRM, project management, finance and communication tools into one coherent operation. ✅ Master's in Software Project Management, ITIL certified. ✅ Long-term partner mindset, many clients stay with me more on retainer. Ready to turn your operations into a system that runs without you chasing everything? Let's start with a conversation about where you are and where you want to be.

“70% of entrepreneurs who conduct regular market research survive past their first 5 years." "68% of startups that present solid market data in their pitch decks secure funding faster and receive 15% to 25% higher valuations." 𝘚𝘰𝘶𝘳𝘤𝘦: 𝘐𝘖𝘚𝘙 𝘑𝘰𝘶𝘳𝘯𝘢𝘭 𝘰𝘧 𝘉𝘶𝘴𝘪𝘯𝘦𝘴𝘴 𝘢𝘯𝘥 𝘔𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵, "𝘛𝘩𝘦 𝘙𝘰𝘭𝘦 𝘰𝘧 𝘔𝘢𝘳𝘬𝘦𝘵 𝘙𝘦𝘴𝘦𝘢𝘳𝘤𝘩 𝘪𝘯 𝘌𝘯𝘵𝘳𝘦𝘱𝘳𝘦𝘯𝘦𝘶𝘳𝘪𝘢𝘭 𝘚𝘶𝘤𝘤𝘦𝘴𝘴" (2025). 𝗚𝗿𝗲𝗮𝘁 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗱𝗲𝗰𝗶𝘀𝗶𝗼𝗻𝘀 𝘀𝘁𝗮𝗿𝘁 𝘄𝗶𝘁𝗵 𝗴𝗿𝗲𝗮𝘁 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀. I help businesses and founders transform complex market data into clear, actionable Go-To-Market (GTM) strategies, comprehensive business plans, and competitive intelligence that answer what stakeholders actually care about: Who is the buyer? What is the true TAM/SAM/SOM? And how do we win? With 6+ years of experience in independent strategy and market research consulting, I specialize in building data-backed strategies structured for clarity, competitive advantage, and measurable growth. I have worked with 60+ clients across 12+ countries and delivered 90+ strategic projects, including market entry plans, competitive intelligence reports, and customer acquisition strategies across SaaS, healthcare, retail, education, and fintech. 𝗪𝗛𝗔𝗧 𝗜 𝗗𝗢: • Market Research & Competitive Intelligence • Market Analysis & Industry Analysis • Go-To-Market (GTM) Strategy Formulation • TAM / SAM / SOM Analysis & Sizing • Business Plan Writing & Financial Projections • Pitch Deck Creation & Funding Analysis • Customer Journey Mapping & Segmentation • SEO, Campaign & Ad Strategy Analysis • Mergers & Acquisitions (M&A) Evaluation 𝗘𝗫𝗣𝗘𝗥𝗜𝗘𝗡𝗖𝗘: • 6+ years in global strategy consulting & market research • 60+ clients worldwide (US, UK, UAE, Singapore, and 8 other countries) • 90+ strategic projects delivered with a 100% job success rate • Expertise across 15+ industries including SaaS, fintech, healthcare, and education 𝗪𝗛𝗬 𝗖𝗟𝗜𝗘𝗡𝗧𝗦 𝗪𝗢𝗥𝗞 𝗪𝗜𝗧𝗛 𝗠𝗘 • 4.99/5 average rating from high-profile global clients • Meticulous research and a strong focus on top-notch, actionable results • Highly responsive and adaptable to fast-moving business environments • Translates complex competitive intelligence into clear growth metrics • Integrity and transparency at every step of the consulting process If you're validating a business idea, assessing a new market, preparing for fundraising, evaluating competitors, or building a growth strategy, let's discuss how research can help you make more confident decisions.

Change Management Consultant - Research, Organizational Transformation, Strategy, AI Transformation, Scaling AI Process development and communication, communication strategy, internal team communication, employee relations, empathetic leadership - training process, people risk assessment/mitigation, temp exec CHRO/CPO, CCO, COO ● Education, Certifications, and Career: USC Master of Communication Management, Certified Problem and Change Manager, Certified Customer Success Management Professional, Certified Talent Optimization Consultant with a 20-year career, more than half in leadership role, EdD Organizational Change and Leadership ●Service Industry Focus: Focused on helping those who serve, serve themselves: healthcare, hospitality, professional services, SaaS ● Consulting Specialty: Change Management through the lens of research, business process efficiency, internal communication, and talent optimization ● Coaching Leaders: The c-levels best friend, I have coached more than 300 people one on one and have facilitated multi-generational teams of up to 30 people to achieve results ● Strategic Partners: SaaS sourcing through Cloud Tech Gurus, alliances: Predictive Index, Trainual, and ProcedureFlow CLIENT WIN HIGHLIGHTS Where: Denny’s Corporation Who: COO and CLO Location: Remote in NC When: March 2021 to Present What: Facilitate change within a multi-billion dollar corporation via rich, data and story-driven presentations to the CEO and throughout the organization in the areas of capital improvement, technology innovation, education development, and people-based initiatives, creating an environment of empathetic change where team members can be educated, empowered, and elevated at all levels of the organization. Result: $60 million in improvements optimized through consideration of the human element, providing structure and guidance for internal improvement teams Where: Vitality Unlimited Who: CEO, COO, and CFO Location: Remote/In-Person in Elko, Carson City, Reno, Las Vegas, NV When: Jan 2017-Present What: Create employee experience annual studies to determine a comprehensive project plan to improve service delivery in behavioral health and substance abuse within the state of Nevada. Initiatives include government relations communication, board presentations, the creation of an internal employee magazine, discovery and documentation of human resource and service processes, advising on the evaluation and selection of operational software, creating and monitoring outcome based KPIs. Measuring and monitoring service quality through transactional surveys. Developing an advocacy and risk mitigation process dependent on consumer response. Result: Increased employee and consumer satisfaction year over year, increased employee retention, increased consumer advocacy, increased grant awards for client Where: CSM Practice Who: CEO, CCO Location: Remote/San Francisco – Bay Area When: June 2019 – July 2021 Who: CCO of various SaaS companies including Veriforce, NewRelic, SmartMoving through CSMPractice What: Work with CS teams to discover existing customer success practices and optimize them to improve SaaS sales enablement, onboarding, implementation, adoption, and advocacy with an eye toward churn risk mitigation, customer success enablement including process documentation, playbook development, presentation development, OKR/KPI creation, advising on service models and staff:customer ratios segmented by ARR Result: Reduced churn, increased revenue from existing customers, increased customer advocacy, improved the relationship between sales and customer success OTHER CLIENTS • High End Client Program, Business Strategy (2017 – Present) • Abandoned Homes Project, Advisory Board - Communications (2019- Present) • Lightning Rod Agency, Talent Optimization (2020 - Present) • City of Carson City, Restructuring (2018-2019) • Chargerback, Customer Success Automation (2015-2016) • Nevada Division of Public and Behavioral Health, Stakeholder Communication (2013-2017) EDUCATION University of Southern California, Rossier School of Education Graduated: 2024 Doctorate of Education, Organizational Change and Leadership Los Angeles, CA Phi Kappa Phi Honor Society, 4.0 University of Southern California, Annenberg School for Communication and Journalism Graduated: 2018 Master of Communications Management Los Angeles, CA Phi Kappa Phi Honor Society, 4.0 California State University at San Bernardino Graduated: 2002 Bachelor of Business Administration San Bernardino, CA CERTIFICATES Certified Talent Optimization Professional (6/2021, 6/2024) Certified Customer Success Management Professional, PCSM Academy (11/2020) Certified Problem and Change Manager, Global Association for Quality Management (7/2019)

Most businesses don’t have a strategy problem. They have an execution problem. The founder has ten priorities. The leadership team has fifteen. Everyone is busy. Slack is buzzing. Meetings are happening. Progress feels slower than it should. At some point, somebody has to connect the dots. That’s usually where I come in. I work as a Fractional COO, Chief of Staff, and Strategic Operator, helping founders and leadership teams turn ambitious ideas into operating businesses. Over the last 15+ years, I’ve worked inside startups, venture-backed fintechs, Fortune 500 companies, consulting firms, banks, healthcare organizations, and public companies. I’ve helped launch products, lead transformations, scale teams, manage crises, improve operations, raise capital, and occasionally serve as the adult in the room when things started getting weird. A few highlights: • Built and scaled a VC-backed fintech platform serving 50,000+ users • Led operations for BlackRock’s Innovation Hub and ETF Platform Innovation organization • Served as Chief of Staff to the Head of Liquidity at Silicon Valley Bank during both hypergrowth and the bank’s collapse • Led transformation programs at Capital One that generated more than $30M in annualized savings • Worked directly with CEOs, founders, boards, product leaders, engineers, operators, investors, and customers Translation: I’ve spent most of my career sitting at the intersection of strategy, product, operations, and execution. What I Help Clients Do • Build operating systems that create clarity and accountability • Launch new products and services • Improve execution across teams • Design KPIs, OKRs, dashboards, and management routines • Stand up PMOs, project plans, and governance structures • Lead cross-functional strategic initiatives • Evaluate new business opportunities and growth strategies • Build commercialization and go-to-market plans • Create board decks, investor updates, and executive communications • Act as a trusted thought partner to founders and executives How I Work I ramp quickly. I ask a lot of questions. I focus on root causes instead of symptoms. I don’t believe in creating complexity to justify consulting fees. And I believe that most organizations already have the talent they need. They just need better alignment, better decision-making, and a clearer path forward. My best clients are usually dealing with one of four situations: • Growth is creating chaos • A critical initiative is stalled • The team is busy but not aligned • The founder is carrying too much of the business alone If that’s where you are, I’d be happy to help. And if I’m not the right fit, I’ll probably tell you that too. There are enough consultants in the world already.

🏆 TOP 3% OF TALENTS ON UPWORK 🏆 EXCELLENT WORK DELIVERY WITHOUT COMPROMISING ON DEADLINES Welcome!🤝 Are you a CEO, executive, or business leader juggling countless responsibilities? The struggle is real. Maintaining schedules, emails, projects, and client relations can be overwhelming. That's where I step in as your executive virtual assistant. My mission is simple: To be your productivity partner, organizational wizard, and key to reclaiming precious time for what truly matters. 🤝 With over 8 years of supporting top-tier professionals, I specialize in bringing organizational chaos, streamlining operations and achieving a productive work life. My track record boasts consistent 5-star 🌟 reviews for exceptional service.🏆🏆🏆🏆🏆 I thrive in demanding roles that demand peak productivity and unwavering expertise. Proficient in operations management, project management and administrative support, I offer a dynamic skill set to propel your business to new heights. 🚀🚀🚀 AREAS OF EXPERTISE 👉 Project Management 👉 Team Management 👉 Drafting of Organisational Standard Operation Procedures (SOPs) 👉 Stakeholder Management 👉 Streamlining Business Processes 👉 Vendor Management 👉 Calendar Management 👉 Travel Planning 👉 Email Management (Inbox Zero and Creating Labels) 👉 Client Relations 👉 Web Research and Reporting 👉 Filing and Documentation 👉 Customer Service (Email, Phone, and Live Chat) 👉 Data Entry, Mining, and Scrapping 👉 Budgeting and Cost Control 🔧 I have gained extensive experience working with various software and programs, including: ☑ Communication and Project Management Tools - Skype, Teams, Meet, Zoom, Slack, Trello, Notion, Monday.com, and Asana. ☑ Time Management Tools - Toggl, RescueTime, and Clockify. ☑ Email Management Tools -Boomerang, Grammarly, and Inbox Pause. ☑ Social Media Management Tools - Ads Manager, Buffer, Social Pilot, and Meta Business suit, ☑ Customer Relationship Management (CRM) Tools - Salesforce, HubSpot, Zendesk, and Freshdesk. Adaptable and quick to learn new platforms, I ensure seamless integration into your workflow. 💎 With a fully equipped workspace, I'm primed to dive into your project(s) from day one. Let's connect for an introductory call to discuss your needs and discover how I can deliver unrivalled support and achieve a 100% success rate together. 🙂

💰 25+ Years Experience | 200+ M&A Deals | Fractional CFO | Strategic Consultant I specialize in business valuation, financial due diligence, structured finance, and growth strategy. I've worked with private equity firms, family offices, SaaS and tech companies, real estate investors, commercial lenders, and owner-operators. I have led financial restructurings in the Asia-Pacific region, advised on post-merger integrations, and provided fractional CFO and strategic consulting for high-growth startups, PE-backed firms, and distressed asset acquisitions—helping businesses scale, raise capital, and optimize financial performance. 🏆 Recognition & Awards Top 100 in Finance (2020, 2022) Acquisition International 2019 Award for Excellence in Corporate Valuations Corporate LiveWire’s 2020 Innovation & Excellence Award in Growth Assessment McKinsey Quarterly & Harvard Business Review Advisory Council Member 🔹 Services & Expertise 📊 Valuation & Due Diligence ✔ Company Valuation (SaaS, Tech, Real Estate, PE, SMBs) ✔ Quality of Earnings (QoE) Reports & M&A Due Diligence ✔ Investment-Grade Financial Modeling & Forecasting 💵 Capital Raising & Structured Finance ✔ Debt & Equity Financing (SBA, PE, VC, Alternative Lending) ✔ Acquisition & Growth Financing Strategy ✔ Credit Stacking & Structured Credit Solutions 📈 M&A & Business Growth ✔ Buy-Side & Sell-Side M&A Advisory ✔ Post-Merger Integration & Financial Restructuring ✔ Distressed Asset Acquisitions & CRE Finance 🛠 Strategic Consulting & Operations ✔ Business Turnarounds & Process Optimization ✔ Growth Planning & Exit Strategy ✔ Cross-Border Business Structuring (US, Asia, EU) 🔹 Industry Expertise ✅ Tech & SaaS – ARR/MRR Valuation, Churn & LTV Analysis ✅ Real Estate & Private Equity – CRE Finance, REOs, Distressed Assets ✅ SMB & Family-Owned Businesses – Succession Planning, Growth Advisory ✅ Manufacturing & Supply Chain – Cost Optimization, Vendor Credit ✅ Logistics & Aviation – CEO of a Cargo Airline, Supply Chain Finance 🔹 Why Work With Me? ✔ Proven M&A & Due Diligence Expertise – Supporting investors, buyers, and sellers in high-stakes transactions ✔ Expert in Financial Strategy & Capital Structuring – Helping businesses optimize funding, valuation, and profitability ✔ Results-Driven CFO & Strategic Consultant – Ensuring financial health, efficiency, and business growth Let’s discuss how I can add value to your project! 🚀

Are you the free entrepreneurial spirit that whips up ideas every second and can’t bring them to execution? Do you have a business but can’t figure out how to manage the workload? Do you have clients pouring in but can’t get your teams to operate seamlessly? Are you a business or an agency with too many irons in the fire? Do your ideas and to-dos churn a hole in your brain and it’s been months since you’ve been sitting on those ideas? Let me help you! Do you have a vision of what your business would look like if it was organized, well collaborated, running like a well-oiled machine with your clients receiving regular updates, reports and feeling like they are your topmost priority? I can help you breathe life into that vision! What I can help you with – • Influencer marketing - ideation, process flow, finding influencers, influencer management, relationship building. •. Giving your ideas/strategies the time of the day and figuring out the path ahead. • Figuring out the timelines, budget, software/platforms, personnel needed. •. End to end recruitment - understanding the need for required personnel, their qualifications/skills, creating job description, posting job, screening, interviewing, creating test assessments, hiring and onboarding. •. Setting up CRMs and Project Management Platforms • Integrating communication channels with CRMs • Creating and implementing processes • Staying on top of Task Management – from assigning to checking for completion • Quality checks and quality assurances •. Client Communication • Collaborating with internal and external teams and agencies – both technical and non-technical • Utilizing automation to its fullest potential (ChatGPT, Zapier etc) • Researching, learning and training teams on new softwares and tools • Employee Engagement • Content writing and proofreading • Website QA and working with the design and dev team to fix the bugs • Gently steering C-level Executives back on track and keeping them focused Tools I’ve used in the past – • ChatGPT •. Notion •. Monday • Asana •. Slack • Zapier •. JoinBrands •. Grin • Freshbooks • Stripe • DocuSign • G Suite • Outlook • MS Office • Whatsapp • Ubot • Dropbox • WriterAccess • Drift • Google Analytics • Facebook Ad Manager • Evernote • Survey Monkey Any task you throw at me, will be completed to your satisfaction. I have a thirst for learning - if I am unfamiliar with something, I do my due diligence in researching about it and learning it. 8+ years of VA, Marketing Coordinator, Strategic Partner and Project Management experience paired with digital marketing knowledge assures me that I can certainly help you. If you’re looking for a “Jill of all trades”, reach out to me!

I help founders and teams build financial models, valuations, and investor-ready materials for fundraising, acquisitions, and strategic decisions. I’m Mani Rastogi, founder of Vibgyor Fintech. I work with startups, investors, and small businesses that need clear financial models, defensible valuation work, cash-flow visibility, and presentation materials that make the numbers easier to understand. Over the last few years, I have worked with 30+ clients, built 50+ financial models, created 20+ investor and business decks, and supported $20M+ in capital-related work. My work usually starts where the numbers need more structure: • Is the forecast realistic? • What are the real revenue and cost drivers? • How much runway does the business have? • What valuation range can be supported by the assumptions? • Are the financials clear enough for investors, lenders, buyers, or internal decision-makers? What I can help with: • Financial modeling Fully integrated 3-statement models, SaaS models, marketplace models, project finance models, pricing models, cap tables, scenario analysis, sensitivity analysis, and cash-flow forecasts. • Valuation DCF valuation, comparable company analysis, precedent transactions, startup valuation, acquisition analysis, M&A support, and 409A-style modeling support. • Fractional CFO and FP&A support Budgeting, forecasting, cash runway planning, KPI dashboards, board reporting, investor reporting, and decision-support analysis. • Pitch decks and investor materials Investor decks, financial projection slides, unit economics, use-of-funds planning, fundraising models, one-pagers, business plans, and investor Q&A support. I have worked across SaaS, AI, renewable energy, real estate, e-commerce, healthcare, hospitality, F&B, marketplaces, and early-stage startups. Clients usually come to me when they need more than a spreadsheet. They need a model that is clean, flexible, easy to explain, and connected to the actual business story. If you are raising capital, evaluating an acquisition, reviewing your cash runway, or preparing for an important investor or management discussion, feel free to reach out.

𝐔𝐩𝐰𝐨𝐫𝐤 𝐄𝐱𝐩𝐞𝐫𝐭-𝐕𝐞𝐭𝐭𝐞𝐝 | #𝟑 𝐌𝐚𝐫𝐓𝐞𝐜𝐡 𝐈𝐧𝐟𝐥𝐮𝐞𝐧𝐜𝐞𝐫 | 𝐅𝐫𝐚𝐜𝐭𝐢𝐨𝐧𝐚𝐥 𝐂𝐌𝐎 𝐟𝐨𝐫 𝐆𝐓𝐌, 𝐑𝐞𝐯𝐎𝐩𝐬 & 𝐀𝐈 𝐆𝐫𝐨𝐰𝐭𝐡 I help founders and revenue leaders turn ambitious targets into repeatable results. As a Fractional CMO, I design and direct go-to-market motions across Product-Led, Sales-Led, Partner-Led, and Account-Based plays. Every engagement is grounded in signal-based ICP targeting, a revenue model built before the first campaign runs, and the right motion for your product, buyer, and ACV. I then architect the RevOps and AI systems that scale them. Strategy and direction live with me; build and configuration sit with your team or the vendors I scope. I work across B2B and B2C, from startup to Fortune 100, with deepest experience in SaaS, financial services, and insurance. 𝐒𝐢𝐠𝐧𝐚𝐭𝐮𝐫𝐞 𝐖𝐢𝐧𝐬 - Built a $3M pipeline in 5 months for an emerging SaaS platform with a custom GTM Blueprint and outbound engine - Activated Prudential's Fortune 1000 relocation market through a thought leadership-led demand strategy, generating $10M in new ARR over 24 months - Transformed Liberty Mutual's broker network from a passive database into an active revenue channel, driving $21.1M in written premiums over 18 months - Raised $14M at a $50M valuation and scaled ARR to $15M as CEO/Co-founder of OnDialog 𝐓𝐡𝐞 𝐉𝐨𝐞𝐌𝐤𝐭𝐠 𝐆𝐫𝐨𝐰𝐭𝐡 𝐅𝐥𝐲𝐰𝐡𝐞𝐞𝐥 My methodology is a self-reinforcing four-stage revenue system. RevOps Foundation builds the data infrastructure and operational layer that makes every other phase measurable and scalable. AI-driven Insight Generation surfaces high-impact growth opportunities from behavioral data, market signals, and pipeline patterns. Discovery and Validation tests and scales what works before a dollar is committed. GTM Strategy and Motion Design puts the validated plays into market and loops back into RevOps refinement with each rotation. Every action compounds rather than just adds up. Each rotation moves faster than the last. 𝐇𝐨𝐰 𝐈 𝐃𝐞𝐥𝐢𝐯𝐞𝐫 **Fractional CMO Leadership:** I own your GTM motion while you focus on product and customers. Single point of accountability across strategy, execution, and optimization. **GTM Strategy & Direction:** Signal-based ICP definition, competitive positioning, value propositions, and a GTM Blueprint with 90-day action plans across PLG, SLG, PLS, Partner-Led, and ABM motions **RevOps Design:** CRM/CDP/MAP stack architecture, AI-driven pipeline intelligence, KPI frameworks, and board-ready forecast models. I scope and document requirements; your team or vendor builds. **AI Growth Stack:** Custom agents and multi-agent systems grounded in your data via RAG. Every agent and automation is built to answer one question: will this make money? Includes workflow automation, revenue intelligence, and governed scale. **Demand Gen & Growth Marketing:** Intent-based demand creation and capture, signal-based lead gen, AI-powered personalization, and multi-channel programs tied to pipeline targets, not impression counts 𝐖𝐡𝐲 𝐂𝐥𝐢𝐞𝐧𝐭𝐬 𝐂𝐡𝐨𝐨𝐬𝐞 𝐌𝐞 **Expert-Vetted on Upwork (Top 1%):** the platform's highest talent tier, paired with 25+ years of C-suite and senior revenue leadership **Proven across every GTM motion:** PLG, SLG, PLS, ABM, and Partner-Led, designed and directed from ICP through closed revenue **Revenue-first AI:** every agent, model, and automation built to answer one question: "Will this make us money?" **Single point of accountability:** strategy, direction, and optimization from one fully responsible partner **Onalytica #3 MarTech Influencer (2019):** ranked third globally in marketing technology thought leadership 𝐓𝐨𝐨𝐥𝐬 & 𝐏𝐥𝐚𝐭𝐟𝐨𝐫𝐦𝐬 - CRM: Salesforce, HubSpot, Pipedrive - Marketing Automation: Pardot (MCAE), Marketo, HubSpot, Mailchimp - Outbound & Prospecting: Apollo, Clay, LinkedIn Sales Navigator - Analytics: Google Analytics, Looker, Tableau - Paid: Google Ads, LinkedIn Ads, Meta Ads - AI & Automation: Claude (Cowork proficient), ChatGPT, Make, Zapier - CDP/Data: Segment, Clearbit Client Testimonial "Working with Joe has significantly enhanced our visibility into marketing performance and its impact on sales without driving undue complexity." C. Brown, CMO, Logical Brands 𝐍𝐞𝐱𝐭 𝐒𝐭𝐞𝐩 Browse my Project Catalog for fixed-scope GTM Blueprint, RevOps, and AI engagements, or schedule a Scope Chat via Upwork to map the fastest path to revenue. Keywords Fractional CMO, GTM Strategy, RevOps, Marketing Strategy, AI Strategy, Demand Generation, Lead Generation, Growth Marketing, B2B SaaS, MarTech, PLG, SLG, ABM, Signal-Based ICP, GTM Blueprint, Pipeline Velocity, NRR, Revenue Intelligence

You're doing everything yourself. Tools are scattered, processes leak, your team has drifted from the vision — and that's on you for not building the Operating System your business needed. That's the gap I close ⸻ I will serve as your Virtual COO and install a Business Operating System (BOS) — the operational backbone that lets your company scale without chaos or founder dependency. I don't hand over a deck and disappear. I understand the painpoint, implement the full system and create discipline for your team, then hand you a business that runs without you as the bottleneck. Over 8 years, I've done this work across real estate, SaaS, e-commerce, IT and cybersecurity, healthcare, construction, hospitality, and education — different industries, same operational path. I've carried founders from 3 to 30 employees without the wheels coming off. On Upwork alone: 57 completed engagements, 3,200+ hours, $100K+ earned, 95% Job Success Score, Top Rated Plus. The framework I implement rests on six pillars 🧭 Vision & Strategic Clarity — long-term direction and quarterly priorities 🏗 Organizational Structure — clear accountability so everyone knows what they own ⚙️ Systems & Processes — SOPs, workflows, and operational infrastructure 🚀 Execution Cadence — leadership rhythms (Rocks, L10 meetings, Scorecards) 🎯 Leadership Accountability — leaders aligned around ownership and results 📊 Performance & Metrics — dashboards and KPI tracking that surface reality The result is a company that runs on systems, not stress. My Implementation runs on the tools your team already uses (I dont reinvent the wheel): ClickUp, Notion, Google Workspace, or Microsoft 365 — integrated through Zapier or Make, and AI-enhanced (Claude, ChatGPT) where it removes real drag, not just for show. By the end of our engagement, you'll have clear priorities, accountable leaders, scalable workflows, and dashboards that surface reality — not the version of it you want to see. Open to a 15-minute call this week to map out what your first 90 days would look like.