You will get Mini Automation Audit & Roadmap – Your Top 3 Workflow Wins
Project details
This isn’t a generic automation audit — it’s a strategic, human-centered deep dive for business owners tired of wasting hours on repeatable manual tasks.
With experience running my own small agency, I understand the real bottlenecks of wearing all the hats. I created WRKSTN to help solopreneurs and scrappy teams reclaim time through smarter, sustainable systems.
To be transparent: this project is priced below typical value as I relaunch on Upwork, offering a limited-time package to rebuild reviews — same quality, same deliverables, just an early chance for a few sharp clients.
Here’s how it works:
Discovery – complete a short form, then a quick intake call.
Audit – I review your systems, then a deeper strategy call to find gaps.
Delivery – tailored automation roadmap + recorded walkthrough video.
If you’ve been delaying systemizing your business, this is a low-risk way to start working on your business, not just in it.
👉 Please message me before booking to confirm fit and availability.
With experience running my own small agency, I understand the real bottlenecks of wearing all the hats. I created WRKSTN to help solopreneurs and scrappy teams reclaim time through smarter, sustainable systems.
To be transparent: this project is priced below typical value as I relaunch on Upwork, offering a limited-time package to rebuild reviews — same quality, same deliverables, just an early chance for a few sharp clients.
Here’s how it works:
Discovery – complete a short form, then a quick intake call.
Audit – I review your systems, then a deeper strategy call to find gaps.
Delivery – tailored automation roadmap + recorded walkthrough video.
If you’ve been delaying systemizing your business, this is a low-risk way to start working on your business, not just in it.
👉 Please message me before booking to confirm fit and availability.
Industry
Arts & Design, Ecommerce, Legal, Marketing & Advertising, WellnessWhat's included $199
These options are included with the project scope.
$199
- Delivery Time 5 days
- Live Consultation (Minutes) 45
Frequently asked questions
6 reviews
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JJ
Jessica J.
Dec 28, 2022
Optimize and Create youtube Plan
Jennifer did excellent work for me. She's super clear and knows her stuff and her plan was comprehensive and do-able - and she got to know my space really quickly.
DT
Danny T.
Dec 28, 2022
YouTube SEO
Great to work with
JZ
Jessica Z.
Dec 29, 2021
Test Youtube Audit
TO
Tails O.
Nov 22, 2021
YouTube SEO expert needed to enhance newer RV channel
Jenn's communication and speed to complete the contract were impressive. Starting with a very well laid out proposal, Jenn kept me in the loop throughout the entire contract. She was very fast to respond and had some really great ideas along the way. In the end, I received a very detailed report outlining everything she did. The documentation is outstanding. Looking forward to continuing to work with her in the future.
LC
Lisa C.
Nov 9, 2021
YouTube Channel Optimization/SEO
Best money spent!! Everything on our YouTube channel is now fully optimized and ready to be pushed out in front of more eyes. Jenn got us organized and everything moving forward will be streamlined and easy. Look forward to working together again soon!
About Jennifer
Workflow Design & Automation | Make Certified | ClickUp Expert
Plymouth, United States - 5:56 am local time
✨ You’re in the right place. ✨
I’m a Certified ClickUp Expert and Make.com Automation Specialist who helps founders, creative entrepreneurs, and small teams simplify their systems, save time, and scale with less stress.
💡 What I Do
I design and implement efficient, scalable systems using tools like:
▪️ ClickUp – from workspace setup and custom dashboards to automation and team training
▪️ Make.com (formerly Integromat) – advanced integrations and complex workflow automations
▪️ Notion, Trello, Airtable, Google Workspace, Slack, Zapier, Calendly, Stripe, and more
Whether you're starting from scratch or need a full systems overhaul, I’ll audit your workflows, optimize your processes, and build custom automations that actually stick.
🔁 Services I Offer
🔹 ClickUp Workspace Design & Optimization
🔹 Make.com Scenarios & Workflow Automation
🔹 Workflow & Process Audits
🔹 Custom Dashboards & Reporting
🔹 SOPs & Internal Knowledge Bases
🔹 CRM & Client Pipeline Setup
🔹 Tool Integration & Automation Mapping
🔹 Ongoing Systems Support & Retainers
🛠 My 4-Phase Process
1. Discovery & Audit
We start with a deep dive into your current processes to uncover bottlenecks and identify high-impact automation opportunities.
2. Strategy & Design
I’ll map out a custom automation strategy and workflow blueprint aligned with your goals, tools, and team structure.
3. Build & Implement
I build, test, and deploy your new automated systems—using Make.com and your existing tools—for a smooth, stress-free rollout.
4. Optimize & Support
Your business evolves—and your systems should too. I offer ongoing support, updates, and refinements to keep your operations running smoothly.
🚀 Why Work With Me?
✅ Certified in both Make.com and ClickUp
✅ Workflow strategist with cross-platform tool fluency
✅ Deep experience in backend ops & project coordination
✅ Clear communication, fast delivery, and real results
✅ Systems that scale with your business—not against it
If you're ready to:
🔹 Eliminate repetitive manual tasks
🔹 Get organized behind the scenes
🔹 Empower your team with systems that work
→ Let’s chat. Book a Discovery Call and I’ll follow up with a custom plan, timeline, and pricing tailored to your setup.
Steps for completing your project
After purchasing the project, send requirements so Jennifer can start the project.
Delivery time starts when Jennifer receives requirements from you.
Jennifer works on your project following the steps below.
Revisions may occur after the delivery date.
Intake Form
You'll need to fill out a short intake form before our kickoff call. I will send you the link to that form once the project is booked. It covers key details about your business, workflows, and goals so I can prepare for our conversation.
Kickoff Call
Once I have received that form data, we’ll schedule a short Zoom call (hosted through Upwork) to dive deeper.