Hire the Best Operations & Workflow Professionals

Behind every creative person, every small and growing business, is an Alfred. There comes a point in the development of every business where if an organizational overhaul doesn't take place, scaling isn't possible. That's where I come in. You might know exactly what you want, or you might have a general sense of unease. Many business owners know there are things that can be done better, but they aren't sure where to start and don't have the time to figure it out. I've spent years honing a carefully curated (but extensive) list of skills by working with small business teams and as a freelancer. These various experiences have given me invaluable insights into different industries, processes, tools and departments. I've had my hands in dozens of different projects and this has allowed me to analyze businesses and develop custom solutions. I've also worked really hard to become acclimated to as much technology as possible. I'm certified in Asana, Notion, Make.com, Quickbooks, Trainual and Gorgias. I'm expert-level in Clickup, Trello, Monday, Processstreet, Jira, Confluence, Hubspot, Hubstaff, Harvest, Front, and many more. Some of my specialty areas include: - Day to day direct executive support, project management or operations management - Acting as team communication leader and project manager ensuring efficient information sharing - Process development - Analyzing, streamlining and automating workflows - Tool recommendations, data migration, set up and training - Financials (Quickbooks, data transfers, budgets, action plans) I am a certified Quickbooks Pro Advisor! I am certified to help you optimize your usage of Quickbooks. - I specialize in choosing, setting up and executing project management software. I am well versed in all major options. I am also an Asana Together Certified Pro and Notion Certified. - Developing, launching and leading initiatives regarding efficiency, organization, team building, marketing, hiring, and more. - Resource management including HR, payroll and employee engagement - Long term goal planning, and breaking down those goals into achievable projects with specific steps and due dates - Putting out fires, reducing bottlenecks, and keeping things from falling through the cracks Certified in: Asana, Notion, Gorgias, Make.com, Trainual and Quickbooks Experienced in: Airtable Calendly Canva Clickup Clockify Confluence Dubsado Etsy Google Data Studio Google Products Harvest Hector Hexnode Highlevel Hive Hootsuite Hubspot Hubstaff Insightly Loomly Monday.com Office/Microsoft Products Paymo Post Affiliate Pro Processstreet Reclaim Shopify Sortly Sunsama Todoist Trello Various form tools (google forms, tidyform, notionforms, etc.) Verious email marketing tools (Mailchimp, infusionsoft, constant contact, keap, etc.) WordPress Wrike Zendesk Zoho And even more industry specific software (NutriAdmin, ServiceNow, ConnectWise, etc.)

"I know exactly what needs to get done… but I feel like I'm spending all my time just trying to keep everything from falling apart." That's what one of my clients told me before we built her Notion system. She was running her business on sticky notes, scattered spreadsheets, and voice notes. Her team kept asking the same questions. Important processes lived only in her head. Every day felt like damage control. Leads come in - but no Notion CRM to track or follow up. Tasks get done - but no Notion workflow to repeat them. Steps get skipped - because nothing is documented. I'm a Notion CRM and workflow automation specialist focused on building tailored organizational systems for small businesses so operations run smoothly, projects stay visible I've helped business owners free up 8+ hours a week and built 10+ custom Notion systems. One coach went from tracking 12 clients across spreadsheets to managing every client, project, and deadline inside one Notion CRM with full business visibility for the first time. ━━━━━━━━━━━━━━━━ WHAT I BUILD ━━━━━━━━━━━━━━━━ ◉ Notion CRM - client management, lead tracking, sales pipelines, onboarding ◉ Notion workflow automation - Make, Zapier, forms, integrations ◉ Notion business operating systems - clients, projects, tasks, SOPs in one place ◉ Notion project management - task tracking, deadlines, team collaboration ◉ Notion dashboards - KPI tracking, visibility, performance monitoring ◉ Notion SOP systems - process documentation, team onboarding ◉ Notion client portals - organized client-facing workspaces ◉ Notion templates - custom-built systems for your business ◉ Notion second brain and life OS - personal productivity systems ◉ Notion knowledge base - company wiki and documentation ◉ Migration to Notion - moving your tools into one Notion workspace ━━━━━━━━━━━━━━━━ WHO I WORK WITH ━━━━━━━━━━━━━━━━ Coaches and consultants with no proper Notion CRM or tracking system Agencies juggling deliverables and team workflows across scattered tools Founders replacing spreadsheets with a Notion business operating system Content creators needing a centralized Notion workflow and content hub Startups building their first Notion business operating system ━━━━━━━━━━━━━━━━ HOW I WORK ━━━━━━━━━━━━━━━━ I don't hand over generic Notion templates and disappear. Built custom Notion CRM systems for coaches to manage clients, track leads, and automate workflows. Designed Notion business operating systems centralizing projects, tasks, SOPs, and client data. Delivered Notion workflow automation that eliminates repetitive work and keeps operations running. Every project includes CRM setup, workflow automation, dashboard design, testing, documentation, and full walkthrough. ━━━━━━━━━━━━━━━━ WHAT YOU GET ━━━━━━━━━━━━━━━━ One Notion workspace where clients, projects, tasks, and deadlines live together A Notion CRM that keeps leads and clients from slipping through the cracks Notion workflow automation that cuts repetitive manual work immediately A Notion business operating system built to scale with your business Full documentation and Notion training included ━━━━━━━━━━━━━━━━ WHY NOTION ━━━━━━━━━━━━━━━━ Most business owners manage everything across 5 to 10 different tools and none of them talk to each other. A properly built Notion workspace changes that. One connected system where your Notion CRM, workflow automation, projects, SOPs, and team operations all live together so nothing slips and everyone knows what's happening. If your Notion workspace needs a tutorial every time someone logs in it's already broken. What you need is a clean, intuitive Notion system built around how your business actually works. That's exactly what I build. ━━━━━━━━━━━━━━━━ NOTION SYSTEMS I SPECIALIZE IN ━━━━━━━━━━━━━━━━ Notion CRM for coaches and consultants Notion workflow automation for agencies Notion business operating system for founders Notion SOP library for scaling teams Notion client portal for service businesses Notion second brain for entrepreneurs Notion knowledge base for startups Notion weekly dashboard for task management Notion team workspace for remote and hybrid ━━━━━━━━━━━━━━━━ TOOLS & INTEGRATIONS ━━━━━━━━━━━━━━━━ Notion • Notion AI • Make • Zapier • Airtable • Google Workspace • Google Sheets • Slack • Calendly • Typeform • CRM Automation • Workflow Automation ━━━━━━━━━━━━━━━━ LET'S TALK ━━━━━━━━━━━━━━━━ Send me a message even a rough idea is enough to get started. Notion consultant, Notion CRM, Notion workflow automation, Notion workspace, Notion business operating system, Notion project management, Notion dashboard, Notion SOPs, Notion templates, Notion database, Notion specialist, Notion systems consultant, Notion expert, Notion assistant, Notion second brain, Notion life OS, Notion team workspace, Notion knowledge base, Notion client portal, CRM automation, business operations, workflow automation, business operating system, operations management, team workflow

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.

Tired of broken processes and spreadsheets nobody actually uses? My background includes pharmacy benefits analytics at Xevant and enterprise healthcare data work at Change Healthcare — which means I understand operations at a level most freelancers don't. I help businesses fix both sides of the problem: building clean data systems and the process documentation to make them actually stick. What I help with: — SOPs and workflow documentation — Process mapping and bottleneck analysis — Excel & Access dashboards, trackers, and databases — SWOT analysis and operational recommendations — Cross-functional coordination and client-facing reporting Whether you need a quick-turnaround dashboard or a full workflow overhaul, I work fast, communicate clearly, and deliver things that get used. I'm based in Maine but work across time zones — US, Australia, Europe, no problem. Clients describe me as a "clear communicator, committed to quality, and reliable" — and that's exactly how I work on every project. If that's what you need — let's talk.

𝐅𝐫𝐚𝐠𝐢𝐥𝐞 𝐜𝐚𝐥𝐦 𝐡𝐢𝐝𝐢𝐧𝐠 𝐫𝐞𝐚𝐥 𝐜𝐡𝐚𝐨𝐬? 𝐌𝐢𝐬𝐬𝐞𝐝 𝐝𝐞𝐚𝐝𝐥𝐢𝐧𝐞𝐬, 𝐬𝐜𝐚𝐭𝐭𝐞𝐫𝐞𝐝 𝐭𝐨𝐨𝐥𝐬, 𝐚𝐧𝐝 𝐚 𝐭𝐞𝐚𝐦 𝐚𝐥𝐰𝐚𝐲𝐬 𝐩𝐥𝐚𝐲𝐢𝐧𝐠 𝐜𝐚𝐭𝐜𝐡-𝐮𝐩 𝐚𝐫𝐞𝐧'𝐭 𝐚 𝐩𝐞𝐨𝐩𝐥𝐞 𝐩𝐫𝐨𝐛𝐥𝐞𝐦, 𝐭𝐡𝐞𝐲'𝐫𝐞 𝐚 𝐬𝐲𝐬𝐭𝐞𝐦𝐬 𝐩𝐫𝐨𝐛𝐥𝐞𝐦. 𝐓𝐡𝐚𝐭'𝐬 𝐞𝐱𝐚𝐜𝐭𝐥𝐲 𝐰𝐡𝐚𝐭 𝐈 𝐟𝐢𝐱. I help founders, CEOs, and growing teams streamline project delivery, align cross-functional teams, and implement scalable systems; especially in fast-paced, remote, or rapidly scaling environments. With over 10 years of experience across operations, project management, and workflow automation, I specialize in bridging the gap between business priorities and day-to-day execution; through clear communication, proactive leadership, and process-driven results. I don't wait to be told what to do. I assess, prioritize, and execute, then report back with clarity. 𝟓𝟎+ 𝐩𝐫𝐨𝐣𝐞𝐜𝐭𝐬 𝐝𝐞𝐥𝐢𝐯𝐞𝐫𝐞𝐝. 𝐙𝐞𝐫𝐨 𝐜𝐡𝐚𝐨𝐬 𝐭𝐨𝐥𝐞𝐫𝐚𝐭𝐞𝐝. 🗂 PROJECT & PRODUCT MANAGEMENT → End-to-end project management; ClickUp, Asana, Mondaycom, Trello, Notion → Sprint planning, backlog management & iteration reviews (Agile/Scrum) → Task coordination, assignment & deadline tracking across teams → Stakeholder & client communication; including client-facing drafts → Meeting facilitation; notes, decisions & actionable follow-ups → Deliverable tracking & proactive problem-flagging before things slip → Remote team management & contractor coordination → KPI dashboards, executive reporting & real-time visibility → SOP documentation, process design & team accountability systems → Risk management, timeline control & resource planning ⚙️ WORKFLOW AUTOMATION & SYSTEMS → Zapier, Make (Integromat) & n8n; simple to complex multi-step automations → Mondaycom dashboards, boards, automation rules & CRM setup → Asana, ClickUp, Trello & Notion; full workspace setup & optimization → CRM automation; HubSpot, Zoho, Monday CRM, Salesforce & Dubsado → Airtable databases, pipelines & auto-generated reports → AI-enhanced workflows using ChatGPT, Claude & no-code tools → Custom API & webhook integrations → Cross-platform syncing; Google Workspace, Slack, Calendly, Stripe, Mailchimp 🤝 EXECUTIVE & FOUNDER SUPPORT → Inbox & calendar management; so nothing urgent gets missed → Email drafting & client-facing communication on behalf of founders → CRM upkeep; contacts, deals, notes & follow-ups (HubSpot specialist) → Meeting prep; agendas, background docs & context briefs → Daily priority management; keeping 10+ workstreams visible and moving → Vendor & contractor coordination → Content calendar & publishing coordination → Invoice tracking & light bookkeeping coordination 🔄 HOW I WORK → Audit your current workflows, tools & team structure → Implement the right PM & automation setup for your specific needs → Build dashboards for real-time visibility & reporting → Manage ongoing tasks, deadlines & team accountability → Flag & resolve issues before they become problems → Iterate; review, refine, and scale what's working 🧰 TOOLS & PLATFORMS ClickUp · Asana · Mondaycom · Trello · Notion · Jira · Airtable Zapier · Make · n8n · Power Automate HubSpot · Zoho CRM · Salesforce · Dubsado Slack · Google Workspace · Calendly · Outlook ChatGPT · Claude · Stripe · Mailchimp ✅ WHY CLIENTS CHOOSE ME ✔ 10+ years of operations & PM experience ✔ 50+ projects delivered across industries ✔ Works directly with founders, no hand-holding needed ✔ Bridges business goals and technical execution ✔ Fluent in Agile, Scrum & Waterfall ✔ Strong written & verbal communication, client-facing ready ✔ AI-tool proficient; accelerates delivery ✔ Remote team management expert ✔ Detail-obsessed and deadline-driven ✔ Flexible availability within Eastern Time hours 📩 Calm isn't luck, it's architecture. If you're ready to bring structure, speed, and clarity to your operations, click Invite to Job and let's build something that runs like it should.

“𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗧𝗶𝗺𝗲 𝗕𝗮𝗰𝗸! 𝗧𝗵𝗿𝗶𝘃𝗲 𝘄𝗶𝘁𝗵 𝗡𝗼𝘁𝗶𝗼𝗻 & 𝗔𝗜 𝗮𝘂𝘁𝗼𝗺𝗮𝘁𝗲𝗱 𝘀𝘆𝘀𝘁𝗲𝗺𝘀“ “I know what I want to build… but I feel like I’m constantly trying to hold everything together.” ⭐⭐𝙏𝙝𝙤𝙨𝙚 𝙬𝙚𝙧𝙚 𝙩𝙝𝙚 𝙚𝙭𝙖𝙘𝙩 𝙬𝙤𝙧𝙙𝙨 𝙤𝙛 𝙢𝙮 𝙘𝙡𝙞𝙚𝙣𝙩.⭐⭐ She struggled tirelessly explaining the same processes to her team every single week. Relied on random sticky notes, voice notes, spreadsheets, and scattered messages just to keep things running. Her team kept asking the same questions. 𝗧𝗵at 𝗹𝗲𝘃𝗲𝗹 𝗼𝗳 𝗳𝗿𝘂𝘀𝘁𝗿𝗮𝘁𝗶𝗼𝗻 𝗿𝗶𝗴𝗵𝘁! Important processes lived only in her head and every day felt like she was just trying to keep things from falling apart. This is exactly what happens in many businesses without proper systems in place. Leads come in… but there’s no structured way to track or follow up. Tasks get done… but there’s no clear process to repeat them. Important steps are skipped… because nothing is documented. Notion workspace helps you build systems that organize your business, track everything, and make your workflow easier. In fact, if your Notion workspace needs a tutorial every time someone logs in… it’s already broken. or you have not standardize vital roles or processes in your business using SOPs. 𝐓̶𝐡̶𝐚̶𝐭̶ ̶𝐧̶𝐞̶𝐞̶𝐝̶𝐬̶ ̶𝐭̶𝐨̶ ̶𝐒̶𝐓̶𝐎̶𝐏̶!̶ Most setups are either overdesigned or overengineered and both kill productivity. What you need is a simple process to track any progress you are making. As a Notion consultant, I help business, startups and agencies break through that wall by architecting custom Notion systems and AI integrations that gives clarity Imagine a single Notion dashboard (CRM, project tracker, content hub) that automatically updates itself via n8n or Zapier so nothing slips through the cracks. Also I would analyze your existing processes, then design and build integrated automations (using Notion, Airtable, claude cowork) that capture every lead, sync data across platforms, and trigger notifications or follow ups. 𝐌𝐲 𝐊𝐞𝐲 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬: ◉ Notion Workspace Design: custom dashboards, CRM and content management systems, client portals, Template design & SOP libraries ◉ AI Automation: Automate reporting with n8n, Zapier, Make and Claude Cowork ◉ Client Management: lead capture & routing, contact sync between forms, email platforms and Notion/Airtable/Claude ◉ Dashboards & Reporting: Consulting tracking (meeting notes, follow ups, next step {Notion, Google Sheets) to make data driven decisions. ◉ System Audit & Optimization: Apply Formulas and rollups with the filters from instructions to suit individuals in team ◉ Create Step by Step SOP in Notion from Training Video (ERP Portal Process) ◉ AI Agents: autonomous agents using n8n, Make and OpenAI/Claude APIs that execute tasks and respond to triggers without human intervention ◉ Migration from an already existing setup to Notion. Combines properties from separate databases. ◉ Notion Workspace Design & Systems Architecture: custom Notion operating systems for project management, CRM, SOPs, content pipelines, dashboards, and Wikipedia ◉ CRM Automation & Lead Management: HubSpot, GoHighLevel GHL, and Airtable pipelines that capture, qualify, nurture, and convert leads automatically ◉ AI Integration & LLM Workflows: GPT 4o, Claude ai, and Gemini integrations that power smart email responses, content generation, data extraction, and decision-routing inside your existing tools ◉ Business Process Automation: end-to-end workflow optimization that eliminates bottlenecks, reduces human error, and gives you back hours every single week 𝐖𝐡𝐲 𝐖𝐨𝐫𝐤 𝐖𝐢𝐭𝐡 𝐌𝐞: • No More Chaos: Turn scattered tools and manual tasks into one seamless, automated system • Scalable Systems: My workflows are built to grow with your business, handling higher volume • Automation First: Reduce busywork and human error by automating key processes freeing your time for what matters • Claude code Integrate AI • Ongoing Support 𝐖𝐡𝐨 𝐈 𝐰𝐨𝐫𝐤 𝐰𝐢𝐭𝐡 𝐛𝐞𝐬𝐭: 1. Consulting Firms & Founders 2. Fractional marketing agency 3. Sports medicine company & consumer health 4. Coaches tired of manually managing bookings, follow ups, and client communications. 5. Real estate Agencies looking to scale operations without scaling headcount. 6. Content creators like podcasters looking to have a centralized project management and content hub created in Notion. If your Notion workspace is a mess, I'll restructure it into a clean, intuitive, and productivity driven system Let's create something that runs itself keeping you focused Notion, Notion workspace setup, Notion dashboard, Notion CRM, Notion project management, Notion SOPs, Notion templates, Notion database, Notion workflow automation, AI automation, Claude code integration, Openclaw setup, Zapier, Make, Notion Architect, Notion + Slack integrations, Fireflies, Google Calendar, Claude AI, Claude Cowork, Knowledge manage