"What if your business could increase sales and efficiency by 37-47% in the next 90 days?" I help small and medium size businesses capture 37-47% increase in sales and customer satisfaction. I've even built AI automations for the Houston Astros! Hi, I'm Robert, and I've been proving this is possible since 2004. With 15 years in AI and business automation, I've helped dozens of companies transform their operations and bottom line. Ready to see what AI automation can do for YOUR business? Message me Now! Industries I work with: Technology, B2B & B2C Products, U.S.-Based Manufacturing and Automation using Zapier, Make, N8n, Voice Agents, Chat Agents Credentials: 17+ Years at the C-Level; World-Leading Product Designer; AI Prompt Engineering Certified; Who's Who Global for CEOs; I helped LALED grow from a startup to over $65 million in annual revenue by designing and launching more than 600 LED products and building a global distribution network. I helped Rullex LLC eliminate over $12 million in debt and return to profitability within three months by restructuring operations and optimizing financial performance. I helped Alpha Wireless Solutions close over $18 million in contracts within 7 months by leading strategic sales initiatives and securing private equity investment. I helped Acadian Custom Installations become one of the top 100 most profitable companies in the U.S. through operational efficiency and scaling high-end automation services. I helped TDP Group reduce operational overhead by 70% by implementing robotics, streamlining workflows, and deploying an ERP system to support the delivery of 72,000 meals per day. I helped clients at RCOJ INC automate sales, support, and communications by developing custom AI agents using platforms like N8N and Make.com, significantly cutting labor costs and boosting efficiency. Award-winning, innovative senior executive with a strong year-over-year portfolio of product and business successes. Entrepreneurial, intelligent strategist who has built companies from the ground up, developed and launched successful products, and penetrated both U.S. and international markets. Interested in learning more? Click message at the top of the page now and lets have a 1 on 1 conversation.

Do you feel tired? Do you feel overwhelmed? Do you struggle with anxiety/worries/fears? In everything I do, I believe in going one level deeper, seeing the patterns, the potential and the purpose that drive my clients to thrive. Working with me, you will: - Identify behaviours and interactions that are holding you back - Devise alternatives to the above that allow you to thrive - Learn to identify and deal with fears that are slowing you down - Acquire tools to get back into the expansive space of creativity, confidence and courage - Develop a deeper understanding of the culture at your company - Discover how to better align leadership, culture & brand - Implement concrete improvements to create more flow in the workplace As a serial entrepreneur, start-up & business coach, consultant, facilitator and mentor, I have collected a wealth of experience over the past 20+ years that is highly relevant to my clients. I have bootstrapped several companies, sold a franchise and worked with hundreds of entrepreneurs and start-ups on leading with love, engagement, culture & flow. I have a special place in my heart for social enterprises, purpose-driven businesses and changemakers, so that’s where most of my energy is invested. With a couple of decades of experience across various countries and cultures, I have learned a lot – and I’m not done yet. Still learning, still growing. I would be honored to accompany you on your entrepreneurial journey. “For the last year I’ve worked with Carolin on a number of levels, and am very happy to recommend her. She initially developed a bespoke leadership and cultural awareness training for me, building on her previous experience in our wider sector. I was impressed how she adjusted to my particular situation and responded effectively to short-term requests. Based on my experience we invited her to bid for the organization of an all-staff away-day with team building exercises. Her offer was far superior to that of her competitors. During the day she managed to instill a sense of ownership among our staff, and a number of work groups have since begun to address specific areas of our activities. I very highly recommend her, and would always be happy to go back to her for further work if needed.” Professor Thilo Rehren FSA, Director, UCL Qatar “Carolin is a highly effective leadership coach. With her help I have been able to leverage my strengths to make continuous improvement and thereby take my performance to the next level. I enjoy being coached by Carolin because she combines first-hand entrepreneurial experience with a good gut feeling for the right question to ask and the ability to lead our processes to rational conclusions. Her interdisciplinary background experience and expertise are invaluable, especially when coaching entrepreneurs.” James Lu Morrissey, Co-founder & President at Mentor Collective | Forbes 30 under 30 | Startup advisor/investor Are you ready to elevate your leadership to the next level? Book your free discovery call now – just shoot me a message.

👨‍💼 Hi there, I’m Jonathan, a seasoned Executives Coach, Senior consultant, entrepreneur, and executive with over 20 years of experience driving results for businesses across diverse industries. Whether you’re refining your strategy, seeking expert project management or looking for effective Executive Coaching, I bring the skills and insights to help you succeed. I specialize in helping businesses achieve their goals through strategic planning, business development, and expert project management. My career includes leading complex, multidisciplinary projects, managing teams across multiple domains, and delivering innovative solutions from concept to commercialization. I’ve also implemented quality and ERP systems, and I’m experienced in navigating the challenges of regulated industries. I Empower executives to strengthen leadership presence, improve decision-making, and navigate complexity with confidence. Provide personalized coaching to enhance: • Executive Presence & Influence – Strengthen leadership authority, communication, and personal brand. • Decision-Making Under Uncertainty – Equip leaders with structured frameworks to navigate risk and complexity. • High-Performance Leadership – Optimize team dynamics, resilience, and strategic execution. • Emotional Intelligence & Leadership Agility – Develop self-awareness, adaptability, and relationship management. 💪 𝐓𝐡𝐢𝐬 𝐢𝐬 𝐰𝐡𝐚𝐭 𝐦𝐲 𝐜𝐥𝐢𝐞𝐧𝐭𝐬 𝐬𝐚𝐲 𝐚𝐛𝐨𝐮𝐭 𝐦𝐞: ✅ " Jonathan has a knack for cutting through the noise and getting to the heart of the matter. He helped us translate our vision into a concrete strategy with clear priorities and measurable outcomes. ✅ " Jonathan's project management expertise was a lifesaver. He not only helped us navigate a challenging project but also empowered our team and facilitated clear communication with our board of directors. His ability to bring clarity and structure to chaos is invaluable." My consulting experience spans industries including medical devices, biotech, healthcare AI, real estate AI, HR and compensation, administrative services, and climate-tech. This diverse background enables me to craft tailored strategies and deliver actionable solutions that meet your specific needs. Here are the areas in which I can add the most value: • Executives Coaching : Trusted advisor to CEOs, boards, and senior executives, providing high-impact executive coaching and strategic consulting to drive leadership excellence, organizational growth, and business success. • Strategy Consulting: Developing business and market strategies to align with your goals. • Project Management: Managing multidisciplinary projects to ensure smooth execution and impactful results. • Startup Consulting: Supporting entrepreneurs through concept development, fundraising, and scaling. • Decision-Making Expertise: Providing actionable insights under uncertainty. • Risk Analysis & Mitigation: Identifying challenges and implementing solutions to overcome them. • Fundraising Support: Assisting with investor pitches, roadshow preparation, and due-diligence readiness. • Business Plan & Financial Planning: Crafting detailed and effective business and financial strategies. 🤝 Collaboration is at the heart of what I do. Clients value my ability to align strategic goals with practical solutions, communicate effectively with stakeholders, and mentor teams to deliver results. My hands-on and success-oriented approach ensures I’m invested in your success every step of the way. 💪 𝐌𝐨𝐫𝐞 𝐭𝐞𝐬𝐭𝐢𝐦𝐨𝐧𝐢𝐚𝐥𝐬 𝐟𝐫𝐨𝐦 𝐩𝐚𝐬𝐭 𝐜𝐥𝐢𝐞𝐧𝐭𝐬: ✅ "Our initial pitch was falling flat with investors. Jonathan helped us completely revamp our approach, focusing on the key benefits and market potential of our technology. He helped us tell a compelling story that captured investor interest” Looking forward to working with you and helping you achieve your goals . 😊

Fractional CMO helping B2B SaaS and FinTech companies scale revenue with proven GTM plans and smarter marketing automation. I deliver what most CMOs can’t: full-funnel diagnosis / planning plus the strategic execution-managed roadmap that lands qualified traffic & $10M+ funding rounds. Reduced CAC 20-50% and added $5M+ ARR for B2B SaaS and FinTech clients. Top 1% on Upwork. Former consulting clients include Chevron, Adobe, Huawei, Guardant, and Kong. MY FRACTIONAL CMO APPROACH As a seasoned fractional CMO and growth marketing strategist for established SaaS and fintech brands with a proven product, I work exclusively with founders who’ve already learned their startup lessons and now want to do it right. I turn chaotic marketing into predictable growth. 25+ years scaling B2B, SaaS, finance & fintech brands. My fractional CMO clients return after the audit for fCMO consulting because my methodical, transparent approach delivers repeatable, scalable wins without the full-time overhead. When you hire me, you can pass the ball. I take on full marketing authority, decisions and responsibility, like a true CMO. I orchestrate all marketing meetings to gain stakeholder support via structured Zoom syncs and responsive Slack interactions. I brainstorm and deploy all new RevOps and optimizations to solve the complex growth challenges provided by stakeholders. RECENT FRACTIONAL CMO OUTCOMES 🔥 Finance: Reduced CAC 30%+ 🔥 SaaS: Reduced CAC 50%+ 🔥 B2B SaaS: LTV $5M+ ARR clients added 🔥 B2B Fintech: Reduced CAC 30% for Finance Services + total funding secured 🔥 $1M+ raised in 1st 6 mo post-rollout 🔥 30% conversion efficiency + several-fold qualified lead growth in 6 mo. for medical and SaaS ENTERPRISE MARKETING STRATEGY EXPERIENCE Pipeline velocity is my focus. Capital-efficient marketing ops with multi-stakeholder consensus is how I get there. But unlike most fractional CMOs, I actually understand the technical sides as well as the strategy of omnichannel marketing and AI solutions that I advocate and set in motion, not just how to delegate and assess marketing production and management processes (reinforced by 25+ yrs ops experience, CAPM and AMA credentials and multiple technical marketing certifications). In short, I understand the marketing I steer. I’M A DATA-FIRST FRACTIONAL CMO I audit your strategy and channels, provide top-down SWOT analysis, followed with a 1-yr GTM / Growth Plan and roadmap, direct a comprehensive dashboard at rollout start, and then as fractional CMO, I orchestrate provable, seamless, high-ROI customer experiences across every touchpoint—blending paid ads, social engagement, content, SEO, AI and emerging channels for consistent CAC and LTV optimizations and accelerated RevOps growth. FRACTIONAL CMO CONSULTING TERMS Focus on fractional CMO-level partnerships with clear goals, transparent slack & verbal communication and $10K+/mo marketing budgets. Hourly consulting only. EXECUTIVE CREDENTIALS & AUTHORITY Certified Leadership: American Marketing Association (AMA) Professional Certified Marketer (PCM®) and CAPM® Project Management Certified. Published Industry Expert: Author of AdWords University and creator of three corporate digital marketing training frameworks WHY CLIENTS HIRE ME 🔥 25+ yrs marketing experience across strategy, analytics, positioning, and growth 🔥 Corporate-level expertise in marketing strategy, analytics and actual consumer behavior 🔥 Senior-level fractional CMO leadership 🔥 Deep expertise in analytics, media mix strategy, and data-driven budget optimization 🔥 Deep experience in RevOps strategy 🔥 Experienced in connecting niche research, brand positioning and past performance into one clear executable growth plan ENTERPRISE MARTECH GOVERNANCE BI & Data Infrastructure: Tableau | Looker | GA4 | MMMGrowth & CRM Operations: HubSpot | Salesforce | SEMrush Performance Media Management: Google Ads | Meta Ads | LinkedIn Ads | Amazon Seller Central NEXT STEPS 1) IF YOU HAVE AMPLE BUDGET to devote to a true high-level, omnichannel plan that launches in the first month, simply schedule a call to sketch out your growth challenges. If we click, have me build a data-fueled audit-interpreted GTM plan and roadmap from there, all as your omnichannel digital marketing strategist. Note: I require all relevant data sets, marketing/sales/funnel docs and tools be handed off upfront before the audit can begin. 2) Thereafter, my paid Fractional CMO consulting, vendor/teams vetting and rollout guidance consulting is available thereafter to lead the rollout. 3) Rollout phase requires adequate centralized tracking customized to meet our GTM/scaling plan. If your data is spread out, I’ll supervise a centralized all-in-one live reporting dashboard to track progress. 🚀 SCHEDULE A CALL to discuss how my marketing strategy audit can diagnose your growth challenges, and how my acclaimed fractional CMO consulting can pave your path to success in your niche.

𝐘𝐨𝐮 𝐟𝐨𝐜𝐮𝐬 𝐨𝐧 𝐲𝐨𝐮𝐫 𝐆𝐑𝐎𝐖𝐓𝐇 & let me take all the compliance pain away from you. Compliant companies have 𝟑𝟎-𝟓𝟎% more chance of 𝐖𝐈𝐍𝐍𝐈𝐍𝐆 𝐁𝐈𝐆 𝐜𝐨𝐧𝐭𝐫𝐚𝐜𝐭𝐬 from clients like Microsoft, Google, Uber, Amazon, Uber and Government. Secure your company with SOC2, ISO 27001, CMMC, GDPR, HIPAA/ HITRUST. Take your AI innovation to the world by complying with ISO 42001, EU AI Act and NIST AI RMF. 👌 Just ping me on Upwork, share your challenge, and within a 15-minute scoping call I’ll deliver a crystal-clear Scope of Work with tailored pricing—so you know exactly what you’ll get, how fast, and at what cost 𝐈 𝟏𝟎𝟎% 𝐆𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞 𝐲𝐨𝐮𝐫 𝐜𝐞𝐫𝐭𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧 – 𝐨𝐭𝐡𝐞𝐫𝐰𝐢𝐬𝐞 𝟏𝟎𝟎% 𝐦𝐨𝐧𝐞𝐲 𝐫𝐞𝐭𝐮𝐫𝐧𝐞𝐝! CEO selling to US-Government: “Ali got us through ISO 9001 and 27001 audits successfully. CISO selling to Accenture: “Muhammad is an expert for complex compliance requirements” CEO selling to EU clients: “He, is an absolute asset to any team." CEO selling to Microsoft & Google: “Muhammad did a terrific job for us on a very short timeline” I completely understand the B2B selling requires compliance certification 𝐀𝐬 𝐅𝐨𝐮𝐧𝐝𝐞𝐫 𝐨𝐟 𝐊𝐢𝐧𝐯𝐞𝐫𝐠.𝐜𝐨𝐦 𝐚𝐧𝐝 𝐂𝐨𝐦𝐩𝐥𝐢𝐚𝐧𝐜𝐞𝐌𝐚𝐜𝐡𝐢𝐧𝐞.𝐚𝐢 (𝐚 𝐜𝐨𝐦𝐩𝐥𝐢𝐚𝐧𝐜𝐞 𝐚𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧 𝐬𝐨𝐥𝐮𝐭𝐢𝐨𝐧). Also, working with startups & SaaS is exciting for me due to my deep understanding of their unique challenging environment. I hold CISA, PMP, ISO27001 LI & LA, CMMI ATM, CMMC RP (In Progress), ITIL along with 𝟑𝟎𝟎+ 𝐜𝐨𝐦𝐩𝐥𝐢𝐚𝐧𝐜𝐞 𝐩𝐫𝐨𝐣𝐞𝐜𝐭𝐬 with over 𝟏𝟔 𝐲𝐞𝐚𝐫𝐬 of diverse experience. 👌 Don't Forget to ping me on Upwork, share your challenge, and within a 15-minute scoping call I’ll deliver a crystal-clear Scope of Work with tailored pricing—so you know exactly what you’ll get, how fast, and at what cost 𝐂𝐨𝐦𝐩𝐥𝐢𝐚𝐧𝐜𝐞 𝐚𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧 𝐭𝐨𝐨𝐥𝐬 Drata, Vanta, SecureFrame, Compliance Machine 𝐒𝐞𝐜𝐮𝐫𝐢𝐭𝐲 𝐪𝐮𝐞𝐬𝐭𝐢𝐨𝐧𝐧𝐚𝐢𝐫𝐞 𝐚𝐧𝐝 𝐯𝐞𝐧𝐝𝐨𝐫 𝐚𝐬𝐬𝐞𝐬𝐬𝐦𝐞𝐧𝐭 𝐭𝐨𝐨𝐥𝐬 CyberGRX, Panorays, KY3P (S&P, PWC), RSM, CyberVadis, SIG, SIG Lite, CAIQ, VAS, HECVAT, OneTrust, Graphite Connect, Centrl, Whistic, Process Unity 𝐒𝐞𝐜𝐮𝐫𝐢𝐭𝐲/𝐂𝐨𝐦𝐩𝐥𝐢𝐚𝐧𝐜𝐞 𝐟𝐫𝐚𝐦𝐞𝐰𝐨𝐫𝐤𝐬: ISO 27001, SOC 2, FedRAMP, NIST 800-53, NIST 800-171, NIST CSF, TISAX, HIPAA, HITRUST CSF, GDPR, NERC, ISO 27017, ISO 27018, CMMC, CMMI, TX-RAMP, StateRAMP, AZ-RAMP, NY DFS 23 / NYCRR Part 500, PCI-DSS, FFIEC, C5, ENISA, Center of Information Security (CIS) CSAT, IRAP, PIPEDA, ISO 42001, NIST AI RMF, EU AI Act

A highly personable, results-driven sales leader with expertise in process optimization, data analysis, and team management. Proven track record of developing and implementing growth strategies, identifying trends, and delivering sustainable processes that impact the top and bottom lines. Known for cultivating strong client relationships and strategic partnerships, and an experienced senior manager adept at inspiring high-performing teams.

If you're a founder preparing for a raise, an operator running scenario planning, or a deal team underwriting an acquisition, you already know the model has to be right. Imprecise assumptions and poorly structured outputs don't just slow things down, they cost you credibility at the worst possible moment. I build financial models that founders can put in front of investors, operators can make real decisions from, and deal teams can defend in a room. Every model is assumption-driven, stress-tested, and built so you can update inputs and see the impact instantly without touching a formula. WHAT I BUILD: - Startup and growth models for seed through Series B raises - 3-statement integrated financial models and forecasts - Acquisition and buy-side underwriting models - Unit economics, cohort analysis, and LTV:CAC modeling - Rolling forecasts and cash runway models - KPI dashboards and executive reporting WHO I WORK WITH: Founders preparing for investor conversations, operators running growth and scenario planning, CFOs needing overflow modeling support, and deal teams underwriting acquisitions. I've supported numerous businesses across a wide range of industries but primarily specialize in AI, SaaS, D2C, services, and franchise verticals. HOW I WORK: I operate like an embedded finance partner: fast-moving, strategic, and data-driven. I return clean, client-ready deliverables on a tight timeline. Most engagements are up and running within 24 hours of scope confirmation and are ready for review within 72 hours. If your model needs to hold up in front of an investor, a board, or a buyer, let's talk.

CEO's Right Hand Founder's Right Hand AI Fluent (ChatGPT and Claude User) Not just an Executive Assistant: I bring Chief of Staff & Operations Director skills - all at a fraction of the cost! Integration and execution are my strengths. I can act as your second brain and make sure things move forward. I help founders reclaim up to 80% of their time - my founder clients can attest to that! With almost 20 years of combined experience: 8+ years as a right hand to CEOs and 10 years as a CEO myself of a top 1 brand in my country! I don’t just “assist.” I integrate, systemize, and scale businesses. Whether it’s running operations, building teams, or keeping you laser-focused on growth, I’m the partner who makes sure nothing slips through the cracks. What I Bring to the Table: 📍Triple Role Expertise: Executive Assistant + Project/Operations Manager; built systems, managed cross-functional teams, and acted as Chief of Staff to high-growth CEOs. 📍 Proven CEO Experience: Founded and scaled a multi million manufacturing company that became the #1 brand nationwide in the Philippines and Thailand, with market reach across Asia and the Middle East. 📍 Upwork Track Record: Managed a staffing agency here with 28,847+ hours logged and consistent 4–5 star ratings, proving strong management and client success. Core Skills: 📍 Business Management & Operations Optimization 📍 Chief of Staff / Executive Assistant Support 📍 Recruitment, Training & Team Leadership 📍 Process Building & SOP Development 📍 Sales Support & Client Success 📍 Social Media & Basic Digital Marketing Oversight 📍 Manufacturing, Distribution & Vendor Management What You Get Working With Me: 📍 Order from Chaos – I build systems so you can focus on growth 📍Proactive Execution – I anticipate needs before they hit your desk 📍 Scalable Solutions – SOPs, dashboards, and accountability systems

Available across U.S. business hours. I work directly with founders and leadership teams in a COO level capacity, helping businesses improve operations, build structure, and keep execution moving as complexity grows. Sometimes that means stepping into a company that is growing quickly and needs stronger leadership rhythm, clearer accountability, and better coordination across teams. Other times it means improving an existing operation where good people are working hard, but priorities are competing, processes are inefficient, or important work keeps losing momentum. I am hands on in the work. I help organize priorities, solve operating issues, tighten management routines, improve visibility, and make sure decisions turn into action. Before consulting, I spent 15 years at Wells Fargo leading large operating environments, major transformations, and cross functional execution. I managed budgets up to $154M, led teams of hundreds, and helped deliver 53 of 54 board level milestones during a high pressure transformation period. I have also operated on the ownership side through McMaster Foreman Ventures, where I built and ran multiple businesses. That included hiring, local marketing, sales conversion, customer experience, cost control, multi site execution, and resolving a $60K inventory shrink issue caused by weak controls. Common ways I help: • COO level support without the cost of a full time executive • improve day to day operations and leadership cadence • clarify ownership and accountability across teams • align sales, operations, and delivery • improve reporting and decision visibility • move stalled projects and priorities forward • support founders as an extension of leadership • strengthen multi location or growing operations Best fit clients: • founder led companies • businesses needing operations improvement • companies growing faster than internal structure • multi location businesses • leadership teams stretched too thin • organizations needing practical execution help If you need someone who can step in quickly, earn trust, and help the business run better, I’m a strong fit.

I help businesses win government contracts and strengthen their operations through strategic proposal development, process improvement, and structured execution systems. I am a consultant with experience supporting federal programs, entrepreneurs, and growing organizations with operational strategy, proposal development, and business systems. My work focuses on helping clients improve workflows, strengthen internal processes, and position their organizations for new revenue opportunities. Clients typically hire me to help with: • Government contracting strategy and opportunity research • Proposal development and RFP response support • Capability statements and positioning for public sector work • Operations and workflow improvement • SOP development and process documentation • Strategic planning and implementation support Through consulting and entrepreneurial initiatives, I have helped organizations strengthen their positioning, improve operational efficiency, and generate significant revenue growth through structured business development, proposal strategy, and operational execution. I bring a structured, practical approach to every project and focus on building systems that are clear, scalable, and aligned with your goals. If you’re looking for support with government contracting, operational strategy, or proposal development, I’d be glad to help. My work has supported contract awards, operational improvements, and revenue-generating opportunities for both government contractors and growing organizations.