Streamlining Your Business Agency

Focusing on the People Side of Business


We streamline workflows to dramatically increase productivity and profitability. This is what we can provide for your business: 1) Set up, implement, optimize, customize, train and support software for a variety of business types. 2) Designing automated workflows, with specialized reporting and business analytics. 3) Data conversion and management including cleaning up and transferring data from one application to another. 4) Application Integrations where data can be shared via Zapier or an API. 5) Project management and planning Software applications & services that I specialize in (but not limited to): Insightly CRM & API Airtable on-line database Zapier integrations Application Integrations Data organization, cleansing, managing, importing and exporting. Software applications that are typically integrated: Calendly Data Management Dropbox Event Management Evernote Excel / Macros Facebook Ads GSuites Google Applications InfusionSoft Mailchimp Messaging PandaDocs Proposals Ring Central Quickbooks Online Shopify Zoom ... And others as requested Industry Types Include Accounting Artist Attorney Business Coaching Construction Consulting Education Event Management Farming Health Care Insurance Lead Generation Lender Manufacturing Manufacturers Rep Marketing Agency Media Services Music Non-Profit On-Line Education On-Line Sales Property Management Real Estate Recruiter Renovations Senior Services Sales & Marketing Sports Products & Services ... And the list is growing .... I would love to learn more about your business and bring a fresh perspective based on your short and long term goals. It all starts with a conversation.

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ERP/CRM Software

CRM implementation including workflow design, data conversion, application integrations, software customization, training and on-going for a variety of businesses.

Management Consulting

Database Administration

Personal/Virtual Assistant


Business Process Automation
CRM Software
Marketing Operations & Workflow
Project Management
Marketing Automation
API Integration
Application Integration
100% Job Success

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Upwork activity

Hourly rate

$100.00 - $150.00

Minimum project size


Total earned


Total hours


Total jobs


Member since

Feb 21, 2020

Company information

Agency size

2-10 workers

Year founded