Are you losing leads, wasting hours on manual follow-ups, or working with a CRM that nobody on your team actually uses? I'm a CRM Automation Specialist who builds clean, scalable systems using HubSpot, Zapier, GoHighLevel (GHL), and Monday so your business runs on autopilot. I specialize in CRM automation, workflow automation, and lead management systems that are built to save time, close more deals, and eliminate the busywork that slows teams down. Here's what I bring to the table: ✅ HubSpot CRM Setup & Reorganization — I've helped U.S.-based businesses, including a CFA firm, fully restructure their HubSpot CRM — cleaning up pipelines, rebuilding contact properties, automating follow-up sequences, and making the system actually usable for their team. ✅ Zapier Workflow Automation — I design and build multi-step Zapier automations that connect your tools, eliminate data entry, and trigger the right actions at the right time — automatically. ✅ GoHighLevel (GHL) Automation — From pipeline setup to automated SMS and email sequences, I help agencies and businesses get the most out of GoHighLevel as a full CRM and marketing automation platform. ✅ Airtable CRM & Lead Generation Systems — I build custom CRMs from scratch using Airtable, including lead generation databases, automated lead capture pipelines, and views tailored to your team's workflow. ✅ Monday Workflow Automation — I set up Monday boards, automations, and integrations that keep projects moving and teams aligned without constant manual updates. ✅ CRM Migration & Data Management — I handle CRM-to-CRM migrations, data cleanup, and system consolidation — making sure nothing gets lost in the transition. Why clients choose me: I don't just set up tools , I build CRM automation systems designed around how your business actually works. Whether you need a HubSpot workflow automation built from scratch, a Zapier integration connecting your stack, a GoHighLevel pipeline set up for your agency, or a custom Airtable CRM for lead management I deliver clean, documented solutions that your team can own and scale. My clients stop chasing leads manually. They stop doing data entry by hand. They stop losing contacts in spreadsheets. Their CRM works for them — not the other way around. Tools I work with daily: 🔧 CRM: HubSpot · GoHighLevel (GHL) · Airtable · Monday · Salesforce (basic) 🔧 Automation: Zapier · Make (Integromat) · HubSpot Workflows · GHL Automations 🔧 Lead Generation: Airtable · HubSpot Forms · GHL Funnels · Zapier Lead Routing If you need a CRM automation specialist who understands both the technical setup and the business strategy behind it let's talk. Send me an invite and let's build something that actually works.

Hi! I'm Kate, a top-rated freelancer helping businesses streamline operations and scale using no-code tools like ClickUp, Airtable, Zapier, Dubsado, Honeybook and more. Since 2020, I've been providing system implementation services that eliminate chaos, reduce manual work, and create scalable, user-friendly solutions tailored to each client's workflow. I specialize in workflow automation, system implementation, and process optimization. Whether you're building from scratch or improving an existing setup, I help turn disorganized workflows into efficient, scalable systems. If you're looking for an operations consultant, ClickUp expert, or automation specialist, you're in the right place. What I Build - ClickUp workspaces with advanced task flows, dashboards, and automations - Client portals and dashboards with Dubsado and Honeybook - Airtable databases, CRMs, interfaces, dashboards, and reports - Automated workflows using Zapier and Make - AI-enhanced tools for onboarding, content generation, and analysis - Training materials and documentation for team onboarding and system adoption I build tools that save time, reduce errors, and improve visibility across teams. Do YOU need help? I can help you map out and create systems that will have your business working for you - and not the other way around! Let's work together! ✅ Clickup (certified power user and verified consultant) ✅ Airtable ✅ Dubsado (certified specialist) ✅ Honeybook ✅ Zapier (Solutions Partner) or Make Integrations ✅ many more... 👉🏻 Full or Partial System Setups 👉🏻 Adding systemization and automations using no code and AI tools. 👉🏻 System Audits 👉🏻 Strategy Audit Sessions / Consulting Calls 👉🏻 Misc (system cleanups, revamps, form design, and add-on workflows/automations)

Hi,I help businesses automate operations, build AI-powered workflows, and integrate modern software so teams can work faster, reduce manual tasks, and scale efficiently. Over the years, I have delivered automation solutions for startups, real estate firms, SaaS companies, agencies, healthcare organizations, and service businesses, always focusing on measurable business results. What I Can Do for You AI Automation & Intelligent Workflows Build AI-powered workflows using OpenAI, ChatGPT, Claude, Claude API, AI Agents, Model Context Protocol (MCP), LangChain, Retrieval-Augmented Generation (RAG), prompt engineering, and Python-based automation. AI document processing, intelligent lead qualification, customer support assistants, knowledge base search, AI-powered content generation, and business workflow automation. Workflow Automation Advanced Zapier, Make, n8n, and webhook automations using routers, filters, conditional logic, APIs, and custom integrations. Airtable Solutions Custom Airtable CRMs, operational databases, client portals, dashboards, reporting systems, and automated workflows. CRM & Sales Automation Automate pipelines, lead routing, tagging, follow-ups, onboarding, and customer lifecycle management across GoHighLevel, HubSpot, Monday, Brevo, Flowlu, and 17hats. API Integrations REST APIs, webhooks, JSON data handling, custom API integrations, and third-party platform connectivity. Python Automation Python scripting for workflow automation, data processing, API integrations, AI applications, backend automation, and business process optimization. Business Intelligence & Reporting Automated dashboards, KPI reporting, client reporting, operational analytics, and workflow optimization. Recent Projects ✔ Built an AI-powered Insurance File Processing System using Make, Google Cloud Vision OCR, OpenAI, Gmail, Google Drive, and Monday to automatically process insurance documents and generate underwriting summaries. ✔ Developed an AI-powered Instagram Lead Qualification System using ManyChat, OpenAI, and GoHighLevel that automatically qualifies leads and routes conversations to the sales team. ✔ Built a TikTok Marketing Intelligence Automation using Make, RapidAPI, Airtable, and OpenAI to collect competitor content, analyze trends, and generate AI-generated marketing insights. ✔ Automated Monday time-tracking workflows that generated monthly client statements and reports without manual processing. ✔ Designed custom Airtable CRM systems with dashboards, reporting, workflow automation, and client management for growing businesses. ✔ Built custom API integrations connecting Airtable, Slack, Google Workspace, Brevo, HubSpot, Monday, and other business applications. Core Skills & Technologies AI Automation • AI Agents • Agentic Workflows • OpenAI API • Claude • Claude API • ChatGPT • Prompt Engineering • LangChain • RAG (Retrieval-Augmented Generation) • Model Context Protocol (MCP) • Python • REST APIs • Webhooks • JSON • Zapier • Make • n8n • Airtable • Monday • GoHighLevel • HubSpot • 17 Hats • Flowlu • Google Workspace • Slack • OCR • Google Cloud Vision • CRM Automation • Workflow Automation • Business Process Automation • API Integrations Why Clients Choose Me ✔ Top-rated freelancer with consistent 5-star reviews. ✔ Delivered automation solutions that save clients up to 40+ hours every week while improving operational efficiency. ✔ Experienced in AI automation, CRM implementation, workflow optimization, API integrations, and intelligent business systems. ✔ Clean, scalable, and fully documented solutions with workflow diagrams, recordings, and post-launch support. ✔ Responsive communication, proactive problem-solving, and a long-term partnership mindset. I don't just automate tasks; I build intelligent systems that help businesses scale, eliminate repetitive work, and make smarter decisions with AI. If you are looking for an AI Automation Engineer, AI Agent Developer, Workflow Automation Specialist, Airtable Expert, Zapier Expert, Make Developer, Python Automation Developer, CRM Automation Expert, or AI Integration Specialist, I would love to discuss your project. Click Invite to Job or send me a message, and let's build something great together. Best regards, Dorothy Kihara

Hi, I’m an AI automation specialist helping startups, agencies, and businesses automate repetitive tasks, streamline operations, and scale efficiently using AI-powered workflows. I build intelligent systems that save time, reduce manual work, and improve business productivity. 🤖 𝐀𝐈 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧 & 𝐖𝐨𝐫𝐤𝐟𝐥𝐨𝐰𝐬 ✅ AI Workflow Automation ✅ Business Process Automation ✅ Custom AI-Powered Solutions ✅ Workflow Design & Optimization ✅ Lead Generation Automation ✅ CRM & Sales Pipeline Automation ⚡ 𝐙𝐚𝐩𝐢𝐞𝐫 & 𝐌𝐚𝐤𝐞 (𝐈𝐧𝐭𝐞𝐠𝐫𝐨𝐦𝐚𝐭) 🔄 Zapier Workflow Development 🔄 Make com Automation Scenarios 🔄 Multi-App Integrations 🔄 API Integrations & Webhooks 🔄 Data Synchronization 🔄 Automated Notifications & Reporting 📊 𝐀𝐢𝐫𝐭𝐚𝐛𝐥𝐞 𝐒𝐨𝐥𝐮𝐭𝐢𝐨𝐧𝐬 📋 Airtable Database Design 📋 Airtable CRM Development 📋 Airtable Automation Setup 📋 Custom Dashboards & Reporting 📋 Project & Task Management Systems 📋 Data Organization & Optimization 🤖 𝐀𝐈 𝐀𝐠𝐞𝐧𝐭𝐬 & 𝐂𝐡𝐚𝐭𝐛𝐨𝐭𝐬 💬 AI Chatbot Development 💬 OpenAI / ChatGPT Integrations 💬 Customer Support Automation 💬 Lead Qualification Bots 💬 AI Assistants for Businesses 💬 Multi-Step AI Agent Workflows 🔗 𝐈𝐧𝐭𝐞𝐠𝐫𝐚𝐭𝐢𝐨𝐧𝐬 & 𝐓𝐨𝐨𝐥𝐬 🔗 OpenAI GPT Models 🔗 Airtable 🔗 Zapier 🔗 Make com 🔗 Slack 🔗 Google Workspace 🔗 HubSpot 🔗 Salesforce 🔗 Notion 🔗 Calendly 🔗 Stripe 📈 𝐔𝐬𝐞 𝐂𝐚𝐬𝐞𝐬 𝐈 𝐁𝐮𝐢𝐥𝐝 🚀 Automated Lead Capture & Follow-Up 🚀 AI Customer Support Systems 🚀 CRM Automation & Management 🚀 Appointment Booking Workflows 🚀 Content Generation Pipelines 🚀 Email & Marketing Automation 🚀 Data Processing & Reporting Systems 🚀 Internal Business Operations Automation 𝐖𝐡𝐲 𝐂𝐥𝐢𝐞𝐧𝐭𝐬 𝐇𝐢𝐫𝐞 𝐌𝐞: ✔️ Scalable & Reliable Automation Solutions ✔️ Clean, Well-Documented Workflows ✔️ Fast Communication & Project Updates ✔️ Focus on ROI and Business Growth ✔️ Long-Term Support & Optimization 𝐋𝐞𝐭’𝐬 𝐁𝐮𝐢𝐥𝐝 𝐒𝐦𝐚𝐫𝐭𝐞𝐫 𝐒𝐲𝐬𝐭𝐞𝐦𝐬: Whether you need an AI chatbot, automated workflow, AI agent, Airtable system, or complete business automation solution, I can help transform manual processes into efficient automated systems. 📩 Message me today for a free consultation and workflow assessment. 👉 You focus on growing your business. I'll handle the automation. #ZapierExpert #n8nAutomation #OpenAI #WorkflowAutomation #GPT4 #AirtableAutomation #APIIntegration #CRMWorkflows #AIChatbots #MakeDotCom #AutomationSpecialist #GoogleSheetsAutomation #SlackIntegration #StripeAutomation #HubSpotAutomation #PipedriveExpert #LangChainDeveloper #DataEnrichment #TwilioAutomation #NotionAutomation #AutomationConsultant #NoCodeDeveloper #LowCodeAutomation #EmailParsing #BusinessAutomation #CustomBots

Most small businesses lose 15–20 hours a week to manual work that should be running on its own. I help fix that, and usually find the bigger problems hiding underneath it! I'm a fractional technical consultant for small businesses and solo founders. That means I'm the person you bring in when your operation has outgrown spreadsheets and copy-paste, but isn't big enough for a full engineering team. My work spans three things that usually get sold separately - process automation, AI integration, and full-stack development - because in practice they're inseparable. A good automation depends on understanding the business process behind it. A useful AI feature depends on the systems feeding it. And most projects eventually need real code to hold them together. The real work happens before anything gets built: understanding how your business actually runs, where the friction is, and what's worth automating versus what isn't. Then I build it, and you'll understand what I built and why. My clients typically see ROI within the first project through time savings, fewer errors, and far better visibility into their operations. My rate reflects 10+ years of technical experience and the fact that you're getting strategy and execution from one person instead of a chain of specialists. COMMON PROJECTS → Multi-Platform Reporting: Unified dashboards pulling data from Stripe, QuickBooks, your CRM, and project tools into a single view (Airtable, Google Sheets, Knack, or custom web apps). → AI-Powered Workflows: Put AI to practical work - automated drafting, document classification, intelligent routing, internal chat tools connected to your own data - built to solve a real problem, not to chase a buzzword. All delivered in the platforms you already use. → Document Automation: Generate contracts, invoices, reports, and proposals automatically from form submissions or CRM data - saving 5–10 hours a week on paperwork. → Custom API & Application Development: When off-the-shelf tools hit their limit, I build Python-based integrations and lightweight applications that handle complex logic, data transformations, and enterprise API connections. My primary tech stack: n8n, Zapier, Python, Airtable, AI frameworks, REST APIs, Google Workspace, and a wide range of CRMs and business tools. I work best with small business owners and founders who: - Are juggling 3+ business tools that don't talk to each other - Have repetitive tasks eating 5+ hours a week - Want practical solutions, not enterprise complexity Ready to take something off your plate? Send me a message describing what you're spending too much time on manually. I'll tell you honestly whether automation is a good fit and what's possible. RESPONSE TIME: Within 24 hours for all inquiries

Send me your bottleneck, and I'll build you an AI automation that runs it 24/7 without your team touching it. I build AI automation systems for founders and ops teams who are losing hours every week to repetitive work. Lead capture that goes silent at 6 pm, follow-ups nobody sends, data that gets copied between five tools by hand, CRM updates that happen on someone's lunch break. I take that work, automate it with AI, and hand you back a system that runs on its own. •What I build: AI-powered lead management and qualification, sales pipeline and CRM automation, AI agents that handle outreach and follow-up, WhatsApp and email automation, data extraction and reporting, and internal AI tools that turn manual processes into background jobs. •How I work: I start by understanding what your team actually does day to day, not just the tools but the bottlenecks and the places where things fall through the cracks. Then I map out what can be automated, build it, test it, and hand it over with documentation so your team can run it without depending on me. No jargon, no overcomplicating things. You will always know what is being built, why, and when it will be ready. If you are dealing with any repetitive process eating up your team's time, send me a message. I will tell you honestly what is worth automating and what is not. •Tools and platforms I work with: n8n, Make, Zapier, OpenAI API, Claude API, HubSpot, Monday, Apollo, Google Sheets, Google Workspace, Airtable, Notion, Slack, Telegram, WhatsApp Business API, Gmail, Outlook, LinkedIn, Webhooks, REST APIs, OAuth, JSON, Python. What I build: AI automation systems, AI agents, AI workflows, AI-powered lead generation, AI lead qualification, AI sales automation, AI customer support automation, AI content generation, AI data extraction, AI document processing, AI chatbots, AI email automation, AI WhatsApp automation, AI CRM automation, AI reporting and dashboards, AI internal tools, AI workflow automation, AI integration with existing tools. •Use cases I have built for: Lead capture and qualification, lead enrichment, sales pipeline automation, SDR outreach automation, CRM data sync, WhatsApp Business automation, email follow-up sequences, content generation and publishing, PDF data extraction, form to spreadsheet automation, customer onboarding, internal reporting, multi-channel outreach across email, WhatsApp, and LinkedIn. •Industries I have worked with: Manufacturing, B2B SaaS, sales and marketing agencies, e-commerce, professional services, and founder-led startups. If your repetitive work involves any of the above, message me, and I will tell you whether it is worth automating.

I help agencies, coaches, consultants, SaaS companies, real estate professionals, and service-based businesses automate their sales and marketing processes using GoHighLevel, Zapier, Make, n8n, and custom API integrations. With 3+ years of hands-on experience in CRM automation, workflow development, and business process optimization, I build scalable systems that generate leads, nurture prospects, automate follow-ups, and improve conversion rates while reducing manual work. My Expertise: ✅ GoHighLevel (GHL) CRM Setup & Management ✅ SaaS Mode Setup & Snapshot Creation ✅ Sales Pipelines & Opportunity Management ✅ Workflow Automation & Lead Nurturing ✅ Calendar, Forms & Appointment Booking Systems ✅ Zapier, Make & n8n Automation ✅ API Integrations & Webhook Configuration ✅ Twilio SMS & Mailgun Email Setup ✅ AI Chatbots & Lead Qualification Systems ✅ CRM Migration & Process Optimization ✅ Landing Pages, Funnels & Marketing Automation ✅ Lead Generation & Customer Follow-Up Systems Tools & Platforms: • GoHighLevel (GHL) • Zapier . Pabbly Connect • Make • n8n • OpenAI / AI Automation • Twilio • Mailgun • HubSpot • Pipedrive • ActiveCampaign • Monday • Asana • Airtable • Google Workspace • Webhooks & REST APIs What You Can Expect: ✔ Faster lead response times ✔ Automated follow-up sequences ✔ Increased appointment bookings ✔ Improved conversion rates ✔ Reduced operational workload ✔ Seamless integrations between business tools ✔ Reliable automation systems that run 24/7 Why Clients Hire Me: I don't just connect software. I design complete automation systems that help businesses generate more revenue, improve customer experiences, and scale efficiently. Every workflow is thoroughly tested, documented, and built for long-term reliability. If you're looking for a GoHighLevel expert who can streamline your operations, automate your sales process, and build systems that save time while increasing revenue, let's connect.5

Most consultants talk about AI. I implement it — and I build the automated systems around it that make it actually run: monday, Make, n8n, Zapier, custom APIs, and whatever else the architecture calls for. 25+ years of enterprise program delivery across Morgan Stanley, Guggenheim Partners, and global technology organizations gave me something most AI consultants don't have: the operational discipline to make complex systems stick. I founded CreativeBitsAI to bring that same enterprise rigor to growing organizations that need it most. 𝗠𝘆 𝗧𝘄𝗼 𝗖𝗼𝗿𝗲 𝗦𝘁𝗿𝗲𝗻𝗴𝘁𝗵𝘀 🤖 𝗔𝗜 𝗜𝗺𝗽𝗹𝗲𝗺𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻 ▶ End-to-end AI systems — LLM orchestration, multi-agent pipelines, RAG, voice AI (Vapi) ▶ Document intelligence, legal automation, knowledge management, computer vision ▶ AI enablement for leadership teams who need to lead AI — not just watch it ▶ AWS AI architecture and deployment (AWS Select Partner) 🔧 𝗠𝗼𝗻𝗱𝗮𝘆 · 𝗠𝗮𝗸𝗲· 𝗻𝟴𝗻 · 𝗭𝗮𝗽𝗶𝗲𝗿 ▶ Full monday builds — Sales CRM, Work Management, HR, Marketing, Ops (Authorized Solution Partner) ▶ Migrations from HubSpot, Jira, Salesforce, Asana — clean, validated, adopted ▶ Complex multi-platform automations and custom API integrations ▶ Large-scale deployments across healthcare, government, financial services, education ⚙️ 𝗪𝗼𝗿𝗸𝗳𝗹𝗼𝘄 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻 ▶ End-to-end process automation connecting the tools your business already runs on ▶ Make, Zapier, n8n, custom APIs — from simple triggers to complex multi-platform orchestration ▶ Eliminate manual handoffs, reduce errors, and build workflows your team actually owns ▶ eCommerce, HR, sales ops, finance, field operations — we've automated across all of them🎯 𝗣𝗿𝗼𝗷𝗲𝗰𝘁 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗮𝘀 𝗮 𝗦𝗲𝗿𝘃𝗶𝗰𝗲 (𝗣𝗠𝗮𝗮𝗦) ▶ Senior PMP, PMI-ACP, CSM certified delivery leadership — without the full-time hire ▶ We embed into your team and run complex, multi-timezone engagements end-to-end ▶ From crisis recovery to greenfield builds — Agile, Waterfall, or hybrid ▶ 50+ projects delivered, 82% success rate, multi-million dollar budget experience 𝗪𝗵𝗼 𝗜 𝗕𝗿𝗶𝗻𝗴 𝗪𝗶𝘁𝗵 𝗠𝗲 I don't work alone. Through CreativeBitsAI and Creative Bits, I lead a global delivery team — US strategy, India and Kenya operations, partners in Canada — with 60+ combined years of experience. You get senior leadership on every engagement, not handoffs to generalists. 𝗢𝘂𝗿 𝗔𝗜 𝗣𝗿𝗼𝗱𝘂𝗰𝘁𝘀 We build and run our own AI SaaS — so what we build for clients is held to the same standard: 💼 HireBitsAI — AI recruitment: candidate matching, interview scoring, bias reduction 🛍️ PDPBitsAI — AI eCommerce content at scale for large product catalogs (30,000+ SKUs) 𝗠𝘆 𝗕𝗮𝗰𝗸𝘀𝘁𝗼𝗿𝘆 I started as a developer in 2001, launched a startup in Kenya in 2003 building a custom travel management system, then spent years delivering multi-million dollar programs at Morgan Stanley and Guggenheim Partners. That combination — builder, operator, enterprise PM — is what makes my approach different. I don't just manage AI projects. I understand what's being built. 𝗪𝗵𝗮𝘁 𝗖𝗹𝗶𝗲𝗻𝘁𝘀 𝗦𝗮𝘆 𝗔𝗯𝗼𝘂𝘁 𝗪𝗼𝗿𝗸𝗶𝗻𝗴 𝗪𝗶𝘁𝗵 𝗠𝗲 100% Job Success on Upwork across 31 jobs and 3,100+ hours. Clients consistently describe me as professional, committed to quality, a clear communicator, and collaborative — someone who takes ownership and gets things across the finish line. I don't disappear after kickoff. I stay in the problem until it's solved. 𝗛𝗼𝘄 𝗜 𝗪𝗼𝗿𝗸 Every engagement starts with understanding the real problem — not just the stated one. I bring a servant-leader approach: removing blockers, over-communicating, and making sure every stakeholder from the C-suite to the field team knows what's happening and why. Agile, Waterfall, or hybrid — I adapt to what your organization needs, not what's easiest for me. 𝗖𝗿𝗲𝗱𝗲𝗻𝘁𝗶𝗮𝗹𝘀 🏅 Upwork Expert-Vetted — Top 1% globally · 100% Job Success · 30+ Happy Clients ☁️ AWS Select Partner 📋 Monday Authorized Solution Partner · Make Solution Partner 🎓 PMP · PMI-ACP · CSM 🏛️ Morgan Stanley · Guggenheim Partners · Delhi College of Engineering Industries: financial services, healthcare, legal, eCommerce, logistics, government, education If you're serious about moving AI or automation from idea to operational reality — let's talk.

🚀⚡📊✨ Monday com Expert | Monday com CRM | Monday com Workflow Automation | Notion Consultant | Make com & Zapier Automation 🌟 If your monday com workspace feels messy, your CRM is not showing the full picture, your team keeps missing follow-ups, or your workflow still depends on manual updates, I can help you clean it up and turn it into a system your team can actually use I build practical monday com CRM systems, monday com workflow automation, monday com project management dashboards, Notion workspaces, Make com scenarios, Zapier zaps, and connected operations systems that reduce confusion, save time, and make daily work easier Many teams already have monday com, but they are not getting the best from it Boards are scattered Statuses are unclear Dashboards do not show the right numbers Leads are not followed up properly Automations break or send the wrong alerts Data sits in Sheets, Gmail, Slack, forms, Notion, or another CRM without syncing properly ✅✨ WHAT I CAN HELP YOU WITH ⭐ Monday com CRM setup : sales pipelines, contact databases, lead tracking, deal stages, client records, follow-up workflows, and CRM dashboards ⭐ Monday com workflow automation : status change automations, task assignments, reminders, item creation, cross-board updates, push notifications, and handoff workflows ⭐ Monday com automation with Make com and Zapier : connect monday com with Google Sheets, Gmail, Slack, Calendly, Typeform, Jotform, HubSpot, Pipedrive, Notion, Airtable, and other tools ⭐ Monday com project management : project boards, task tracking, timeline views, Gantt charts, workload views, dependencies, templates, delivery trackers, and project reporting ⭐ Monday com dashboards and reporting : KPI dashboards, CRM reports, pipeline reporting, workload dashboards, executive dashboards, overdue task tracking, and team performance reports ⭐ Monday com consultant support : workspace audit, board cleanup, automation fixes, dashboard repair, workflow mapping, documentation, and handover ⭐ Notion setup and Notion templates : Notion CRM, Notion project management, Notion dashboards, client portals, SOP library, databases, relations, rollups, and formulas ✅📌 MONDAY COM EXPERTISE I work with monday com, monday com workflow, monday com automation, monday com consultant services, monday com CRM, monday CRM, monday consultant support, monday project management, and project manager monday com systems for teams that want structure, visibility, and less manual work I can build CRM boards, sales pipelines, lead capture workflows, project boards, delivery trackers, workload views, Gantt views, KPI dashboards, sales reports, reminders, alerts, handoffs, follow-ups, Slack integrations, Gmail integrations, Google Sheets sync, HubSpot workflows, Calendly workflows, Zapier zaps, Make com scenarios, webhooks, audit, cleanup, optimization, and training ✅🧩 NOTION, MAKE COM, ZAPIER & AUTOMATION I also work as a Notion consultant for businesses that need a cleaner workspace, template, dashboard, or internal system I can help with Notion workspace setup, Notion template design, Notion project management, Notion CRM setup, Notion databases, relations, rollups, formulas, Notion dashboards, client portals, SOPs, documentation, and Notion automation I build Make com scenarios with routers, filters, webhooks, error handling, and retries; Zapier multi-step zaps with paths, filters, webhooks, and field mapping; Google Sheets automation; Gmail and Slack alerts; form submission automation; CRM automation; push notifications; API planning; webhook planning; and documentation ✅🔥 POPULAR SYSTEMS I BUILD 🌟 Monday com CRM for sales teams 🌟 Monday com workflow automation for operations teams 🌟 Monday com project management boards for agencies 🌟 Monday com dashboards for reporting 🌟 Monday com consultant support for cleanup 🌟 Notion templates for business operations 🌟 Notion project management dashboards 🌟 Forms-to-CRM automation using Zapier or Make com 🌟 Slack, Gmail, and push notification workflows ✅⚙️ HOW WE WILL WORK TOGETHER First, I review your workflow, boards, CRM, tools, automations, and pain points Then I map the right structure before building, so the final system is useful for real daily operations After that, I build the boards, databases, dashboards, automations, integrations, views, templates, and reports your team needs I test the setup, clean up broken workflows, and explain how everything works so your team can use it confidently The goal is simple: a monday com CRM, monday com workflow, monday com automation, Notion workspace, or project management system that is clean, fast, organized, documented, and built around how your business works ✅🚀 READY TO CLEAN UP YOUR WORKFLOW? Send me your current pain point, the tools you use, and what you want the system to do I will reply with a simple plan, clear timeline, and fastest path to a clean working system

Hi, I'm Juan 👋 I build systems that scale businesses and automate growth. What I've delivered: - Automated funnels generating $56.4K in a single month with seamless low-to-high ticket conversions - Self-hosted AI systems that cut costs and scaled operations - Education platforms boosting revenue by $21.3K/month while saving 15+ hours weekly - Multi-platform analytics dashboards tracking Facebook Ads, Stripe, and CRM data with UTM-powered insights for campaign optimization - Fully automated CRM systems handling everything from audits to invoicing—eliminating manual work entirely My approach: I don't just build tools. I create intelligent automation that connects your marketing, sales, and operations into one efficient system. If you want to scale, automate, and grow revenue with systems that actually work—let's talk.