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You will get a system that keeps you organized and saves HOURS of tedious work per week
Top Rated
Project details
With this system in place, you will never need a VA to help with your day-to-day again.
You will have a fully automated system personalized to your needs and habits, which facilitates the everyday rigmarole of setting up appointments, note-taking, sending summaries and, more generally, managing your calendar. Complete with SMS reminders, this automation saves dozens of hours a month and introduces unparalleled organization into your business life.
The best part? Scalability - whether you’re handling a few clients or hundreds, this solution scales with your needs without additional overhead.
Key Features:
• reduces back-and-forths and lets clients book your time through an online calendar
• auto-send reminders to ensure everyone is always on time to meetings
• creates Zoom meetings instantly when somebody books and shares the link
• keeps you in the loop by creating tasks in your PM software of choice
• creates an individual Google Doc for each meeting and links it to the relevant record
• keeps track of all your historical meetings in a database, for look back and birds eye analysis
• (optional) instant summaries of your meetings delivered straight to your inbox (AI)
You will have a fully automated system personalized to your needs and habits, which facilitates the everyday rigmarole of setting up appointments, note-taking, sending summaries and, more generally, managing your calendar. Complete with SMS reminders, this automation saves dozens of hours a month and introduces unparalleled organization into your business life.
The best part? Scalability - whether you’re handling a few clients or hundreds, this solution scales with your needs without additional overhead.
Key Features:
• reduces back-and-forths and lets clients book your time through an online calendar
• auto-send reminders to ensure everyone is always on time to meetings
• creates Zoom meetings instantly when somebody books and shares the link
• keeps you in the loop by creating tasks in your PM software of choice
• creates an individual Google Doc for each meeting and links it to the relevant record
• keeps track of all your historical meetings in a database, for look back and birds eye analysis
• (optional) instant summaries of your meetings delivered straight to your inbox (AI)
Purpose
BusinessIndustry
Architecture & Interior Design, Business Services & Consulting, Education, Environmental, Events Planning, Financial Services, Media & Entertainment, Nonprofit, Real Estate, Software, Travel & Tourism, WellnessLanguage
EnglishWhat's included $3,585
These options are included with the project scope.
$3,585
- Delivery Time 14 days
Optional add-ons
You can add these on the next page.
Fast 8 Days Delivery
+$800
Digital notetaker setup and integration
(+ 2 Days)
+$1,240Frequently asked questions
22 reviews
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EA
Elias A.
Jul 21, 2026
Airtable Expert Needed to Build Coaching Forms, Dashboard, and Payment Tracker
Highly Recommended!"
Roger provided a top-notch, honest, and expert solution for integrating Airtable with our other systems. He is an excellent communicator, remarkably reliable, and completed the work right on schedule. Working with him was smooth and stress-free. I will definitely hire him again and highly recommend him to anyone needing Airtable development!
Roger provided a top-notch, honest, and expert solution for integrating Airtable with our other systems. He is an excellent communicator, remarkably reliable, and completed the work right on schedule. Working with him was smooth and stress-free. I will definitely hire him again and highly recommend him to anyone needing Airtable development!
TO
Toure O.
May 11, 2026
No Code and Automation Web App Development
JR
Jonathan R.
May 11, 2026
30 minute consultation
My experience with Roger was one of my first times using Upwork and he made it super easy to schedule a meeting with him the same day I reached out and we talked and his knowledge cleared up alot of things for me. He also gave me advice on most practical ways to use Airtable for my needs, which helped me speed up the process and not waste time on learning how to use the software.
JS
Jeff S.
May 11, 2026
AI Setup
Roger was profesional and detailed and wass able to set up a grrat lead gen system or my business. Highly recommended!
KD
Kelly D.
May 5, 2026
Create a lead generation quiz using Fillout
Completed the job quickly. Patient with explanation of job, details. Thorough with explanation.
About Roger
Airtable, Claude AI & n8n Automation Dev | Digital Transformations
100%
Job Success
Warsaw, Poland - 4:03 am local time
I've worked with 7-figure agencies, national D2C home service businesses, 𝗕𝗼𝗼𝗸𝗶𝗻𝗴.𝗰𝗼𝗺 hosts and numerous property management firms. Definitely not your everyday freelancer! Ultra business-savvy, process-oriented, and ROI-focused (please check my reviews if you don't trust me on these claims😊)
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👉 𝗪𝗵𝗮𝘁 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝘀𝗮𝗶𝗱 𝗮𝗳𝘁𝗲𝗿 𝘄𝗼𝗿𝗸𝗶𝗻𝗴 𝘄𝗶𝘁𝗵 𝗺𝗲:
● "Roger was worth every cent we paid him. In the past months he has literally turned our business operations around (...) he’s taken us places I didn’t even think possible." – Frederik L. (Vivesti), after a $36K project
● "Roger went well beyond what we initially asked for (...) we were able to increase our margins by 30-40%." – Daniel V. (from the video in my portfolio)
● "His work ethic is impeccable, and his ClickUp automation skills are beyond impressive. He really took my operations to the next level."
🤝 𝗪𝗲'𝗿𝗲 𝗹𝗶𝗸𝗲𝗹𝘆 𝗮 𝗽𝗲𝗿𝗳𝗲𝗰𝘁 𝗺𝗮𝘁𝗰𝗵 𝗶𝗳 𝘆𝗼𝘂’𝗿𝗲 𝗮𝘁 $𝟮𝟱𝗞-$𝟱𝟬𝟬𝗞/𝗺𝗼, 𝗮𝗻𝗱 𝘁𝗵𝗶𝗻𝗸𝗶𝗻𝗴:
● “We’ve grown, and our systems need to catch up!”
● “We are loosing opportunities to chaos"
● “Our ops are a mess and this is hurting our reputation"
● “It feels I’m too deep in my business to spot inefficiencies”
...or...
● “I kind of know what needs to be done but I’m NOT a tech expert, and I don’t have time to tinker with tools!”
💁♂️ 𝗪𝗵𝗮𝘁 𝗜 𝗹𝗼𝗼𝗸 𝗳𝗼𝗿 𝗶𝗻 𝗮 𝗻𝗲𝘄 𝗰𝗹𝗶𝗲𝗻𝘁:
★ wants best, not cheapest
★ long-term mindset
★ open mind, relaxed attitude
★ values integrity & relationships
★ likes being challenged on how things could be improved
✨ 𝗛𝗲𝗿𝗲 𝗮𝗿𝗲 𝗮 𝗳𝗲𝘄 𝘁𝗵𝗶𝗻𝗴𝘀 𝗜 𝗱𝗼 𝗶𝗻 𝗹𝗶𝗳𝗲 𝗮𝗻𝗱 𝗮𝗺 (𝘀𝗵𝗮𝗺𝗲𝗹𝗲𝘀𝘀𝗹𝘆) 𝘃𝗲𝗿𝘆 𝗴𝗼𝗼𝗱 𝗮𝘁
● solving lead gen problems for B2B agencies
● giving founders visibility into processes (think: real-time dashboards, portals)
● enabling scaling through standardizing operations
● cutting down costs through using AI and automation
● training non-technical staff on using AI, to make their work more efficient (and reduce churn)
⭐ 𝗪𝗵𝗮𝘁 𝗽𝘂𝘁𝘀 𝗺𝗲 𝗮𝗽𝗮𝗿𝘁:
● Hands-on business experience from nearly 15 yrs of running my own company & consulting with dozens more
● I focus on building automations that move the needle ($), not just look pretty
● 100% committed to serving Upwork clients (regular updates, fast response time, no going dark for days/weeks)
● I'm proactive, own the outcomes and bring a long-term, growth partner mindset, approaching your biz as if it were my own
● I only take on projects I am certain I can knock out of the park
● All my systems come with walk-through videos
𝗦𝗼𝘂𝗻𝗱𝘀 𝗹𝗶𝗸𝗲 𝗮 𝗳𝗶𝘁? 𝗛𝗲𝗿𝗲 𝗮𝗿𝗲 𝘁𝗵𝗲 𝗻𝗲𝘅𝘁 𝘀𝘁𝗲𝗽𝘀:
🖥️ Check out my testimonials, portfolio and previous projects on Upwork
🟢 Send me a message with a brief description of your project and why you'd like to work together (or select ‘Invite to Job’)
👨 Let's have a pure-value, no-strings-attached chat about the details (you get to know me and I get to make sure I can deliver ROI before we move forward, no selling on my part)
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👉 𝗠𝗬 𝗣𝗛𝗜𝗟𝗢𝗦𝗢𝗣𝗛𝗬 & 𝗔𝗣𝗣𝗥𝗢𝗔𝗖𝗛
For me, technology is the great modern-day leveler, and nothing brings me more satisfaction than seeing how my systems empower small teams to do HUGE things, which they deemed impossible – or accessible only past the $10M threshold (side note: the capabilities of Al today are far beyond what most people believe, expect or know how to use!).
A common failure pattern I see on Upwork is a combination of (a) clients having Chat GPT scope their projects and then (b) freelancers being only too quick to agree to whatever the job asks for (for fear of loosing the deal), which results in them building something that is inherently NOT what the client would benefit from the most, given their situation. 𝗜 𝘀𝗼𝗹𝘃𝗲 𝗯𝗼𝘁𝗵 𝗼𝗳 𝘁𝗵𝗲𝘀𝗲 𝗯𝗲𝗳𝗼𝗿𝗲 𝘄𝗲 𝗲𝘃𝗲𝗻 𝗴𝗲𝘁 𝘀𝘁𝗮𝗿𝘁𝗲𝗱 by making sure to understand what you need, not focusing on technical specs.
When working with me you can sit back knowing you're getting a person who will take the time to understand what you mean, put it into the wider context of your business, and ensure what we build makes a meaningful impact not only today, but also a year down the road.
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ℹ️Technology and software I use/build most commonly (not an exhaustive list, by any means):
Make, n8n, Zapier, Airtable, ClickUp, Softr, Fillout, Typeform, Stripe, Apify, API integrations, Excel, Lovable, Google Workspace, Monday, Claude Code, CRM Systems, ERP Systems, Process Optimization
Steps for completing your project
After purchasing the project, send requirements so Roger can start the project.
Delivery time starts when Roger receives requirements from you.
Roger works on your project following the steps below.
Revisions may occur after the delivery date.
Kickoff call
We'll recap your requirements and discuss both your expectations and how you presently manage scheduling meetings. This is also where you either provide me with credentials to your account on the necessary platforms or set up ones for me.
Project fullfilment
I will setup a series of Make automations that will handle the logistics of organizing and tracking meetings for you, so you can focus on delivering top-notch service & fostering that human connection