You will get Scalable SOP documentation with AI and automation support
Top Rated
Project details
I help businesses turn messy operations into clear, scalable systems through professional SOP and workflow documentation. With experience managing remote teams, marketing operations, customer support workflows, and AI-assisted processes, I create practical documentation your team can actually use. My focus is not just documenting tasks, but improving clarity, accountability, onboarding, and operational efficiency for growing businesses.
Target Country
Worldwide, United States, United KingdomWhat's included
| Service Tiers |
Starter
$100
|
Standard
$250
|
Advanced
$500
|
|---|---|---|---|
| Delivery Time | 1 day | 3 days | 7 days |
General Project Consulting | |||
Define Project Goals | |||
Define Deliverables & KPIs | - | ||
Establish Schedule & Milestones | - | ||
Risk Management | - | - | |
Resource Management | - | ||
Budget Management | - | - | |
Project Reports | |||
Project Diagrams Provided |
Frequently asked questions
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You will get a industry specific resume review with feedback to make you stand out.
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About Poonam
Remote Operations & Project Systems Manager | AI-Assisted Workflows |
100%
Job Success
Pune, India - 10:18 pm local time
Growing a remote team but struggling with inconsistent support quality, missed project deadlines, or operational bottlenecks? That is exactly what I solve.
I'm Poonam , a Digital Project & Operations Manager with 15+ years of experience, 15,000+ verified remote hours, and $70K+ earned helping SaaS, e-commerce, and service-based businesses run smoother, deliver faster, and keep customers happy.
What I Do:
• Customer Support QA - I audit your email, chat, and ticket workflows, build quality scorecards, and create consistency across your support team.
• Remote Project Management - End-to-end delivery of web, SEO, and digital projects using ClickUp, Trello, Asana, and AI-assisted workflows.
• CRM & Onboarding Setup - I configure Pipedrive, Freshdesk, GoHighLevel, or Zendesk from scratch. I design onboarding flows, write SOPs, and train your team to run independently.
• E-Commerce Operations - Shopify and WooCommerce store management — product uploads, catalog hygiene, inventory coordination, and customer follow-ups.
• Client Retention & Communication - I act as the bridge between your team and your clients, ensuring expectations are aligned and nothing falls through the cracks.
Track Record:
• 100% Job Success Score across 33 contracts on Upwork
• Managed multi-brand digital projects across cross-functional remote teams
• Implemented CRM systems that reduced response times and improved customer satisfaction
• Created SOPs and reporting frameworks clients still use years later
• Worked with businesses in the US, UK, Australia, and Canada
Tools: ClickUp, Trello, Asana, Basecamp, Pipedrive, Freshdesk, Zendesk, GoHighLevel, Shopify, WooCommerce, WordPress, Slack, Zoom, Google Workspace, Instantly, Canva, ActiveCampaign, ChatGPT, Claude, Gemini.
I offer a free 20-minute discovery call to understand your needs before we start. Send me a message with a brief project description and I will respond within a few hours.
Steps for completing your project
After purchasing the project, send requirements so Poonam can start the project.
Delivery time starts when Poonam receives requirements from you.
Poonam works on your project following the steps below.
Revisions may occur after the delivery date.
Requirements & Workflow Review
Review your current process, tools, Loom videos, notes, or existing documentation.
Process Mapping & Structure
Break down the workflow into organized steps, responsibilities, and operational flow.