You will get Business Consultant | AI Strategy | Operations & Management Analysis
Project details
Expert Vetted consultant with AI systems deployed across agencies, startups, and service businesses.
Why Choose This:
✅ Business analysis expert with 34+ certifications
✅ AI strategy grounded in operations, not theory
✅ Data-driven recommendations with clear ROI
✅ Executive coaching and change management
Starter: AI Strategy Assessment
Fast assessment for businesses exploring AI.
→ Business audit, AI opportunity map, recommendations, 1 session, 2-day delivery
Standard: AI Implementation Roadmap
Plan for integrating AI into your operations.
→ Full analysis, integration roadmap, KPI design, 2 sessions, 7-day delivery
Advanced: Full AI Transformation
End-to-end AI strategy with implementation support.
→ Complete audit, transformation roadmap, executive coaching, dashboards, 4 sessions, 28-day delivery
Ready to transform your business with AI? Let’s connect.
Why Choose This:
✅ Business analysis expert with 34+ certifications
✅ AI strategy grounded in operations, not theory
✅ Data-driven recommendations with clear ROI
✅ Executive coaching and change management
Starter: AI Strategy Assessment
Fast assessment for businesses exploring AI.
→ Business audit, AI opportunity map, recommendations, 1 session, 2-day delivery
Standard: AI Implementation Roadmap
Plan for integrating AI into your operations.
→ Full analysis, integration roadmap, KPI design, 2 sessions, 7-day delivery
Advanced: Full AI Transformation
End-to-end AI strategy with implementation support.
→ Complete audit, transformation roadmap, executive coaching, dashboards, 4 sessions, 28-day delivery
Ready to transform your business with AI? Let’s connect.
Industry
Cybersecurity, Ecommerce, Financial Services, Legal, Marketing & AdvertisingWhat's included
| Service Tiers |
Starter
$395
|
Standard
$1,495
|
Advanced
$3,495
|
|---|---|---|---|
| Delivery Time | 2 days | 7 days | 28 days |
Frequently asked questions
43 reviews
(36)
(4)
(2)
(0)
(1)
This project doesn't have any reviews.
FF
Frank F.
Apr 30, 2026
click Up set up and automation
AC
AJ C.
Mar 20, 2026
Notion + Pabbly Connect + Gmail+ AI/Perplexity Automation Setup for Aus business (8-10 hours)
Edward built a useful Notion + Pabbly email‑triage foundation and wired multiple inboxes. We couldn’t stay aligned on the wider Phase 1 scope, so I closed the project after a partial payment.
MN
Masaki N.
Jan 29, 2026
ClickUp Agency or Consultant Needed for Expert Guidance (US-based)
They openly and kindly shared their knowledge about ClickUp. They are outstanding ClickUp professionals!
BH
Ben H.
Jan 17, 2026
ClickUp Implementation for Small Law Firm
I hired Edward to build out ClickUp and the project evolved into some integrations between multiple different applications. Over $32,000 later and I have a ClickUp system, but NONE of the integrations properly function. We contacted him multiple times regarding the integrations not working. It would take days for him to respond and the responses we got were for us to spend a significant amount of time making videos to send him. HIGHLY DISAPPOINTED!
On the positive side, Edward is very nice, and extremely knowledgeable. This was entirely a misalignment on expectations that ultimately ended with us spending tens of thousands of dollars on integrations that don't work and a ClickUp build out that we will likely abandon.
On the positive side, Edward is very nice, and extremely knowledgeable. This was entirely a misalignment on expectations that ultimately ended with us spending tens of thousands of dollars on integrations that don't work and a ClickUp build out that we will likely abandon.
JB
Jeff B.
Jan 9, 2026
AI + Automation Expert to Integrate AI into Digital Agency Workflows
About Edward
ClickUp Automation Fix Specialist | Asana Notion Monday Expert
87%
Job Success
Boca Raton, United States - 3:41 pm local time
If your ClickUp automations have stopped working, your Asana boards are chaos, or your Notion workspace is overwhelming, I specialize in fast, fixed‑price projects that stabilize your tools and give you a clean execution system in days, not weeks.
📘 Published ClickUp book author (Amazon) with a foreword by technology leader Ryan Coyne (CTO, Serhant/Netflix Series).
🏅 Top 1% Upwork Expert Vetted with 34+ technical certifications and 30+ project management systems built across 7 industries.
🛠️ AUTOMATION & PM FIXES (3–7 DAYS)
✅ Broken automations (ClickUp, Asana, Monday)
- Triggers not firing, tasks not assigning, notifications not sending.
- I audit your setup, rebuild priority workflows, test with your team, and document everything within 48–72 hours.
🧹 Workspace cleanups and structure
- Too many spaces, lists, and boards, nobody knows where work lives.
- I redesign your information architecture, archive clutter, and create clear, role‑based navigation so projects are easy to find and manage.
🤖 Single workflow builds
- Example: form submission → task creation → team notification → client update.
- I design, build, test, and document the workflow so your team can own it going forward.
⚡ Integration and sync fixes
- CRMs, calendars, and other systems not syncing properly with your PM tool.
- I diagnose the breakpoints, rebuild critical integrations (Zapier, Make, n8n, native APIs), and add basic error handling.
💻 LARGER SYSTEM PROJECTS (1–6 WEEKS)
🔄 Platform migrations
- Notion → ClickUp, Asana → Monday, Trello → ClickUp, and similar moves.
- I map your current structure, design a scalable target workspace, migrate data, rebuild key automations, and train your team.
📊 Dashboards and reporting
- KPI, workload, and pipeline dashboards for leaders and team leads.
- I connect data across tools into a single view so you can see health, bottlenecks, and capacity at a glance.
🏗️ Complete PM system builds
- End‑to‑end workspace design for teams from 2–40+ people.
- Project templates, intake flows, automation suites, documentation, and training for consistent delivery.
🤖 Advanced automation and AI
- Multi‑tool workflows across CRM, PM, finance, and communications.
- AI‑powered processes (ChatGPT, Claude, ClickUp Brain, Notion AI) plus SMS or email automation for follow‑ups and alerts.
📚 SOPs and documentation
- Playbooks, process docs, and Loom videos that match the systems we implement.
- Your operations become teachable and repeatable instead of locked in one person’s head.
🎯 WHO THIS IS FOR
🏢 Marketing agencies running 20+ active projects at a time.
🎓 Coaches and consultants needing reliable, trackable client delivery.
🚀 Startups scaling from a small core team to a larger ops org.
🏪 Service businesses outgrowing spreadsheets and ad‑hoc work.
🧑💼 Ops leaders who inherited a messy, over‑engineered workspace.
📈 Sales teams needing CRM → PM automation for clean handoffs.
⚡ HOW PROJECTS RUN
1️⃣ 30‑minute audit call to pinpoint bottlenecks and desired outcomes.
2️⃣ Same‑day fixed‑price proposal with clear scope, timeline, and deliverables.
3️⃣ Execution from 3 days to 6 weeks depending on scope, with async Loom or Slack updates.
4️⃣ Delivery with naming conventions, diagrams, and SOPs so your team understands the system.
5️⃣ Live or recorded training to drive adoption.
6️⃣ Optional monitoring period to harden the system under real‑world use.
🧰 PLATFORMS & STACK
- Project management: ClickUp, Asana, Notion, Monday.com, Jira, Trello, Basecamp.
- Automation: Make.com, Zapier, n8n, webhooks, and native APIs.
- AI: ChatGPT API, Claude API, ClickUp Brain, Notion AI.
- CRM: GoHighLevel, HubSpot, Salesforce, Keap, Zoho, Pipedrive.
- Finance: QuickBooks Online, Xero, FreshBooks, Bill.com, Stripe.
- Analytics: Looker Studio, Google Sheets, Airtable, custom dashboards.
- Communication: Slack, Microsoft Teams, Twilio SMS, email automation.
- Documentation: Google Workspace, Loom, SOP repositories.
🎁 WHAT CLIENTS TYPICALLY GET
- 5–10+ hours per week saved across the team from automation and better structure.
- Clear visibility into pipeline, priorities, and capacity instead of status‑chasing.
- Project management and automation that are simple enough for new hires to use and extend.
- A system you own fully, without long‑term dependency.
💰 TYPICAL INVESTMENT RANGES
- Quick automation and PM fixes: roughly $800–$1,500 (3–7 days).
- Migrations and rebuilds: roughly $3K–$8K (2–4 weeks).
- Full system builds: roughly $8K–$15K (4–6 weeks).
- Optional ongoing optimization retainers for continuous tuning.
🎯 READY THIS WEEK?
- Send what’s broken, your tools, and the deadline for a focused fix plan.
Steps for completing your project
After purchasing the project, send requirements so Edward can start the project.
Delivery time starts when Edward receives requirements from you.
Edward works on your project following the steps below.
Revisions may occur after the delivery date.
Discover
I'll assess your current workflows, challenges, and goals through a deep-dive audit.
Design
I'll design a tailored strategy to implement solutions—automation, AI, and process improvements.