You will get AI & Automation Coaching for Experienced Executives (50+)
Top Rated
Project details
My name is Stefan, and I specialize in helping experienced executives and entrepreneurs (50+) bridge the technology gap. For years, I also felt dependent on developers, unable to control my own products. I learned how to leverage new AI and automation tools to build and scale businesses with a lean team—and I can teach you how to do the same.
You have decades of business wisdom, but do you feel like you're being left in the dust by technology? The rules of the game have changed, and the "young tech guys" seem to have an unfair advantage. This is your chance to change that.
This is not a generic tech course. It is a personalized coaching program where we translate your business experience into powerful, automated systems. You bring the wisdom; I'll provide the patient, jargon-free technical guidance. We will focus on real-world ROI: cutting costs, boosting efficiency, and building scalable systems that give you a competitive edge. Stop feeling left behind. It's time to take control.
You have decades of business wisdom, but do you feel like you're being left in the dust by technology? The rules of the game have changed, and the "young tech guys" seem to have an unfair advantage. This is your chance to change that.
This is not a generic tech course. It is a personalized coaching program where we translate your business experience into powerful, automated systems. You bring the wisdom; I'll provide the patient, jargon-free technical guidance. We will focus on real-world ROI: cutting costs, boosting efficiency, and building scalable systems that give you a competitive edge. Stop feeling left behind. It's time to take control.
Lesson Purpose
OtherStudent Age
Adult (18-65), Senior (65+)Development Technology
OtherWhat's included
| Service Tiers |
Starter
$500
|
Standard
$1,800
|
Advanced
$5,000
|
|---|---|---|---|
| Delivery Time | 7 days | 30 days | 60 days |
Number of Lessons | 2 | 8 | 24 |
Lesson Length (Minutes) | 60 | 60 | 60 |
Exercises & Supporting Materials | - |
Frequently asked questions
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ST
Stephen T.
Jun 15, 2026
Salesforce Salesfunnel Revamp
Stefan was fast, responsive and very knowledgeable. Definitely would hire again! Very easy to work with and fast.
TS
Theodore S.
Sep 7, 2025
Consultant for email/Contacts from gmail to Apple
AS
Akhil S.
Sep 25, 2024
Expert Professional Sales Coach
HS
Hem S.
Oct 4, 2023
Salesforce Consulting, Deployment and Support
AB
Andy B.
Aug 10, 2023
Salesforce Custom Object Help Needed (Quick Project)
Highly recommended.
About Stefan
Fractional RevOps Leader | Salesforce Expert | AI Automation Expert
100%
Job Success
Alexandria, United States - 7:39 pm local time
Their CRM is a mess. Leads fall through the cracks. Reporting can't be trusted. Sales teams spend hours every week doing work that should be automated.
I help businesses fix that.
For more than 15 years, I've helped companies grow revenue across SaaS, EdTech, real estate, and professional services. I've built and operated businesses myself, managed sales organizations, implemented CRM platforms, and designed the systems that turn leads into customers.
Today, I combine Revenue Operations expertise with AI and automation to help companies scale without adding unnecessary headcount.
WHAT I DO
Revenue Operations & CRM
• Salesforce administration, optimization, and automation
• Lead routing, pipeline design, and opportunity management
• CRM implementation, cleanup, and process redesign
• Sales forecasting, reporting, and revenue analytics
• Sales playbooks, workflows, and team enablement
• Customer onboarding and lifecycle automation
AI & Business Automation
• AI agents for lead qualification and appointment booking
• Voice AI for inbound and outbound sales workflows
• CRM-integrated automation using n8n, Make, Zapier, and APIs
• AI-powered customer engagement and follow-up systems
• Internal business automation that reduces operational overhead
• Custom workflows that eliminate repetitive manual work
WHY CLIENTS WORK WITH ME
Most consultants focus on tools.
I focus on outcomes.
I've spent the last decade running businesses, selling software, managing revenue operations, and building systems that people actually use. Every automation, workflow, and CRM process is designed around a measurable business result:
• More qualified pipeline
• Faster response times
• Higher conversion rates
• Better visibility into revenue
• Lower operational costs
Whether you need a Salesforce expert, a RevOps leader, an automation architect, or someone who can connect AI to real business processes, I bring both strategic and hands-on experience.
Top Rated Freelancer | $605K+ Earned on Upwork | 25+ Successful Contracts
Steps for completing your project
After purchasing the project, send requirements so Stefan can start the project.
Delivery time starts when Stefan receives requirements from you.
Stefan works on your project following the steps below.
Revisions may occur after the delivery date.
Initial Business Review
We start with a simple conversation about your business and your goals. I listen to understand your vision, and together we create a clear, jargon-free plan for your success.
Side-by-Side Build Sessions
In our weekly sessions, we work together, side-by-side. I guide you through each step of building your solution, ensuring you feel confident and in control of the process.