Process Automation – Advice from Experts

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Process Automation

Charlotte, NC

$1000.0/min 5.0 37 $16.67/min

I started with one product and have grown to 150+ products across 9 brands. Heavily focused on e-commerce and automation. In addition to launching our own brands, we acquire other e-commerce companies and scale them to the next level by focusing on digital marketing (Adwords/FB/Insta/email) and business automation. I love to teach people how to stop working IN their business and start working ON their business. I can help with product sourcing, team building, and digital marketing questions for those wanting to create branded products (private label and contract manufacturing). I have experience outsourced fulfillment, customer service, production, marketing, and more. I also can help you with a deep dive into your financial statements to pull out metrics you should be monitoring to increase your profits and squeeze more cash out of your existing business.

Jason Dulay

Cebu, Philipppines

$150.0/min 4.9 10 $2.5/min

Most companies I’ve worked with are unable to grow due to one or more of the following problems: - one team member (usually the owner) is the designated ‘expert’ and takes almost all the operations work, making it difficult to hire & scale - the quality of work is not always consistent - different teams use their own tools and spreadsheets and aren't always on the same page - there is no way unified way to track (small) tasks, so things fall through the cracks - staff members personalities differ which causes frequent miscommunications. As a Systems Designer, it's my job to solve these problems. I do this in three phases: 1. Auditing the existing processes, tools, and team roles 2. Creating an action plan that lays out where the company is and the changes needed to get where they want to be. 3. Implementing the plan and getting continuous feedback from the team members.

Charles White

Austin Texas

$100.0/min 5.0 1 $1.67/min

Expert in all things Slack, Pipedrive, PhoneBurner, Calendly and Google's Suite of Apps (now Google Workspace)

Craig Barrett

Oakville, Ontario, Canada

$300.0/min 5.0 2 $5/min

I am a Certified Zapier Expert who really loves solving business workflow automation & API integration problems. There are very few problems you can throw at me that I can't solve. Don't believe me? Send me a message and see if you can stomp me.

Richard Lockyer

Saint John, NB

$100.0/min 5.0 7 $1.67/min

Founder Richard Lockyer Consulting, Inc; co-founder MindFarm Apps, Inc. Solution Architect. Business Intelligence Reporting expert familiar with small business and non-profits Passionate about quality, and helping small-medium business make the most of the technology they can afford. My deployments have an ROI less than 12 months and add 2-6% of top line revenue STRAIGHT to bottom line.

CHRISTINA TEGBE

$350.0/min 5.0 4 $5.83/min

Founder at AvailVA, Co-founder of ZiggyVA, Founder at 54 Thrones, Founder of multiple local service businesses.

Cleyton Messias

San Paulo

$200.0/min 4.5 1 $3.33/min

Product Manager and Founder at Trustvox. Software Developer. Entrepreneur. Product.

Rich Peterson

Melbourne

$100.0/min 5.0 2 $1.67/min

Founder of Workflow Coach where we develop systems to automate your business processes and amplify your customer's experience.

Corey Grusden

Florida, USA

$120.0/min 5.0 1 $2/min

I was where you are. I built multiple businesses, most failed, finally one hit and I sold it. If you want to go through that process, I will give you the best bang-for-the-buck advice to do that.

Daniel Cooper

London, UK

$600.0/min 5.0 1 $10/min

Business automation expert with a passion with product design and software/app development. Currently the founder of https://lolly.co I've helped hundreds of business owners re-structure processes and automate the mundane saving on average hundreds of thousands of dollars at a time. I oversee the development of over 10 software and app projects each week and have successfully launched more apps and software products than I can keep track of for our worldwide clients. You can discover more about me via https://danielcooper.im

Jake Hare

Charleston, SC

$250.0/min 5.0 1 $4.17/min

I was homeless as a kid, and hustled for lunch money daily. I didn't have a cent to my name before venturing out on my own. I spent 4 years in the Army to pay for college before finding the world of entrepreneurship. I started my first company Launchpeer when I was 26. I almost ran it into the ground with $30K in debt, had my electricity shut off 3 times, and missed mortgage payments. Then I implemented the sales & marketing automation practices I teach today to turn the business around to $100K MRR in 6 months. Now I help founders level up by carefully crafting and implementing these systems for them. I've consulted with Fortune 500 companies & hundreds of startups around the world, been interviewed on Mixergy, and been featured around the web.

Sean Tierney

Lisbon, Portugal

$200.0/min 5.0 0 $3.33/min

Entrepreneur in Residence for Portugal's largest incubator, Startup Lisboa. Founder of Problemattic. Investor via Grid7. Formerly Dir of Sales for Pagely. Solid to very solid bowstaff skillz. Personal blog here-> scrollinondubs.com Business blog here-> grid7.com Podcast here-> problemattic.app/podcast

Joshua Aguirre

Charlotte, NC

$500.0/min 5.0 1 $8.33/min

Founder of The Joshua Wave, a 501(c)(3) creating sustainability within the homeless community through freelance education and Invenst Labs, a management consulting firm. Completed 1 business sale and 1 exit. Passionate about helping humans. https://www.linkedin.com/in/joshaguirre/

Loic Sebe

San Diego

$120.0/min 5.0 1 $2/min

COO of Sunsational Swim School. Obsessed with process automation that delivers results and help small businesses to grow fast but without the chaos. I have built systems that help us manage thousands of swim instructors in 40 metro areas in the US. If you want to start to automate your workflows for marketing, sales, project management or anything else I can help you to get started. My area of expertise is Zapier, Agile CRM, Streak CRM, Knack, Clicksend, Formsite, Jotform ... I have tested and used a lot of other apps so even if the apps that you use or are planning to use are not listed above I can probably help you. Examples of things you could automate now (without hiring a developer or writing any code): - create a contact in your crm for every "contact us" form submission. - Create an email marketing campaign for users that did not finish their online order on your website - Get online orders, process payment, create and email a sales receipt without moving a finger. - collect W9 from your contractors in one click - Email a custom contract to a client for e-sign and upload the signed document in Google drive in a few clicks. - create a user interface to manage your mysql database - automatically collect, compress and upload pictures to amazon S3 or Dropbox - Automatically texts your clients when their orders has shipped. - Turn your gmail inbox into a recruiting software - Collect your own satisfaction ratings (NPS) and send your promoters to the social media network of their choice to post a review with minimal effort for increased conversion. There are a lot of good apps available on the market today but getting the most of them or having them work together efficiently can be challenging. If you are already using quite a few apps and you would like to get more out of them I can help. Or if you want to get advice on what Saas will be a good fit for your business or how to set them up I can help for that also. Automation can really boost your productivity, increase control (hello automated reports emailed every Monday morning) and help you grow your business and your bottom line. It is also fun and addictive! So if you need some help getting started or to get to the next level give me a call. I speak English, Spanish and French

Bryan Bennett

San Diego, CA

$100.0/min 5.0 1 $1.67/min

Founder of AlmostDaily HQ, Rapid-Launch Pros, and Foxx Ops. Addict of operations and productivity, intentional process design, user experience, and creator of the SPD-T Method.

Srikanth Merianda

Dallas

$200.0/min 5.0 0 $3.33/min

Looking for Start up advise? or Having trouble hiring and retaining programmers or technical staff? or Looking to Automate your business process? I have a few successful startups, hire and retain technical talent and I am experienced in development, maintenance, enhancement and support of Robots using RPA tools such as UiPath, Automation Anywhere, BluePrism, and WorkFusion

Adam Brown

Belfast

$250.0/min 5.0 0 $4.17/min

IT Specialist focusing on Cloud Migration, Digital Transformation, and business transformation.

David Clinton III

Spokane, Washington Area

$200.0/min 4.5 17 $3.33/min

• Serial entrepreneur; slightly addicted to new ideas and innovation! • Started, maintained, and sold my own company for 60x what I started with in less than 7 years (IRR: 135%) • Obsessed with systems, efficiency, and automation

Adrian Cathcart-James

New Zealand

$175.0/min 5.0 0 $2.92/min

Removed 10.5 Million hours of labour expenses Automated 2.8 Billion Transactions Helped shape automation and transformation pipelines for dozens of organizations https://www.linkedin.com/in/adrian-cathcart-james/

Rabi Belot

Vancouver, Canada

$175.0/min N/A 0 $2.92/min

A seasoned technology leader with over 15 years of experience in data platform architecture, process automation, BI and data analytics, data warehousing, and modern app development. I have successfully created three tech startups and led over a hundred digital transformation projects to success. My expertise lies in helping organizations harness the power of their data to drive business value and achieve strategic goals. Whether it's advising on the best technology stack, designing an optimal architecture, or implementing cutting-edge solutions, I am passionate about helping my clients succeed.

Marcello Riccio

$100.0/min N/A 0 $1.67/min

I worked for multinationals in digital marketing. I founded a B2C product ecommerce company that I scaled up to 2 million in annual sales in 3 years. I am now an ecommerce and performance marketing consultant. I do both strategy and operational consulting to show how to scale an ecommerce business quickly and how to maximise profits.

CHARLOTTE MAUGHAN

Kent, UK

$200.0/min N/A 0 $3.33/min

Visionary operational and strategic expert with over a decade of experience leveraging data to drive strategic initiatives for sustainable and equitable growth in rapidly scaling companies, adhering to highest quality standards when modernising operation. Champion for open and transparent discussions on chronic health conditions. Expert in beta reading / proof reading of manuscripts prior to publisher submission.

Lorenzo Laurelli

London

$100.0/min N/A 0 $1.67/min

Empowering SaaS B2B and startups to elevate their sales and GTM strategies for enterprise success. Specialising in enabling teams from technology-driven to value-based selling, I deliver measurable results through compelling ROI models, impactful value propositions, and strategic transformation initiatives. Proven track record in building multimillion-dollar pipelines with Fortune 1000 clients.

Rene Banuelos

San Diego, CA

$6000.0/min N/A 0 $100/min

Systems Engineer & Business Growth Strategist. Rene is an experienced entrepreneur, investor, and business architect with over 20 years streamlining systems and honing marketing strategies. As CEO of Renaissance CEO and founding partner of AI data company O2S1, Rene fuses timeless commercial wisdom with cutting-edge tech into frameworks designed to fuel growth, not hinder it. He’s helped over 200 founders, leaders and enterprises optimize infrastructure, enhancing bandwidth to steer 10X expansion. Rene condenses decades as visionary founder and tech leader Into a methodology for reshaping complicated workflows into engines of perpetual acceleration.

Darko Pevec

Ljubljana

$120.0/min N/A 0 $2/min

Machine Learning & AI Expert | PhD | 20+ years in data science and analytics. Passionate about impactful tech solutions and innovation.

Bernard Brauteseth

south africa

$150.0/min N/A 0 $2.5/min

 Web Developer | Digital Strategist Expert in WordPress, WooCommerce, SEO, and AI-driven content automation. I build high-performance websites, e-commerce stores, and lead-gen platforms—fast, scalable, and built for results. 

Brittany Rastsmith

Denver, CO

$100.0/min N/A 0 $1.67/min

Remote Productivity Strategist & Consultant. Founder of Bloom Remote. Helping startups streamline operations and optimize remote teams for growth. Passionate about building scalable processes and empowering founders to delegate effectively. Expert in remote work, team performance, and business systems.

Matthew Conway

Albany, NY

$250.0/min N/A 0 $4.17/min

Public Sector Program Auditor for 10 Years Developer of Custom Power Automate Solutions

Maxime Joanisse

Montreal

$175.0/min N/A 0 $2.92/min

Maxime Joanisse Founder of CKMJ Ingénierie. Automation & Robotics Engineer. Multiple project lead in industrial automation, machine safety, and robotics systems. Mentor and advisor to manufacturing companies. Passionate about optimizing processes and driving innovation in automation.

Adam Hodson

Preston, United Kingdom

$60.0/min N/A 0 $1/min

As an accomplished Director, I bring a wealth of experience in business management, contract administration, and financial oversight. My career path has been marked by strategic leadership roles, where I've consistently driven operational efficiency, system implementation, and financial analysis. I am adept at steering complex projects, ensuring regulatory compliance, and fostering empowering team cultures. My approach is detail-oriented, with a focus on precision in decision-making and a deep understanding of the nuances of contract standardisation and safety compliance.

Amit Kumar Gupta

Gorakhpur, Uttar Pradesh, India

$100.0/min N/A 0 $1.67/min

Amit Kumar Gupta Professional Summary Finance and Accounting professional with 14 years of experience specializing in investment banking. Currently working for a UK-based company, I have a proven track record of excellence in client feedback, in-depth process knowledge, and strong people and client management skills. Adept at problem-solving and managing complex financial processes efficiently. Experience *Finance and Accounting Expert UK-Based Company 2014 - Present - Spearheaded financial analysis and reporting for various investment banking projects. - Received consistently positive feedback from clients for accuracy and reliability. - Demonstrated exceptional knowledge of financial processes and regulatory requirements. - Successfully managed and mentored a team of finance professionals. - Developed and maintained strong relationships with clients, ensuring satisfaction and repeat business. - Solved complex financial problems and provided strategic insights to enhance business performance. Skills - Finance and Accounting: Extensive knowledge in financial reporting, analysis, and compliance. - Investment Banking: Deep understanding of investment strategies, financial modeling, and market analysis. - Client Management: Proven ability to maintain strong client relationships and deliver exceptional service. - People Management: Skilled in team leadership, mentoring, and performance management. - Problem Solving: Expertise in identifying issues and developing effective solutions. - Process Knowledge: In-depth understanding of financial processes and best practices. Education - Master's Degree in Finance University of Uttar Pradesh, India - Bachelor's Degree in Commerce DDU Gorakhpur University, Gorakhpur, Uttar Pradesh, India Professional Interests - Financial technology and innovation - Investment strategies and portfolio management - Continuing professional development in finance and accounting Contact Information - Email: gupta.amit.ceo@gmail.com

Charles Ingebretsen

San Jose CA

$100.0/min N/A 0 $1.67/min

Patrick Kool

Rotterdam, The Netherlands

$60.0/min N/A 0 $1/min

Hi, I'm a Monday expert with 3+ years of experience using Monday.com. I love making Monday more valuable by combining it with automation tools like Zapier or Make.com. When no-code tools are not sufficient, I use my Python coding skills to solve any automation challenge with the Monday API. I'm happy to help you with your Monday.com questions!

Alexander Probert

St Augustine

$60.0/min N/A 0 $1/min

Want to double your efficiency metrics through custom solutions? Want to guarantee more closed clients every week? Want cut your operating costs by HALF? Let’s speak today and revolutionize you future !

Charles Ingebretsen

$100.0/min N/A 0 $1.67/min

Charles Ingebretsen Owner & Operator | Oaksprings Vineyards and Winery LLC Summary Established in January 2007, Oaksprings Vineyards and Winery LLC was a custom-branded wine company focused on exporting premium California wines to the Asian market. A passionate and results-driven entrepreneur with expertise in wine production, branding, and international logistics. Oaksprings wines were carefully blended, packaged, and shipped from California to key markets in China, Macau, and Hong Kong, ensuring high-quality standards and brand consistency. Skills & Expertise • Wine Marketing & Sales: Conducted multiple presentations and promotions in China, Macau, and Hong Kong. • International Wine Export & Distribution: Managed end-to-end export operations, including regulatory compliance. • Product Import & Sourcing: Procured bottles, labels, corks, and packaging materials from China. • Branding & Packaging Design: Developed custom packaging, label, and cork designs to align with market preferences. • Supply Chain & Logistics Management: Oversaw the entire process from grape selection and blending to bottling and containerized shipping. • Regulatory & Customs Compliance: Managed TTB documentation and facilitated customs clearance in China. Experience Owner & Operator | Oaksprings Vineyards and Winery LLC (2007 – 2013) • Led winemaking operations, including blending, production, and quality control. • Managed customer relationships, sales strategy, and market expansion efforts. • Supervised logistics, inventory, and supplier partnerships. • Developed and executed marketing strategies to enhance brand recognition. • Ensured compliance with TTB regulations and international customs requirements. https://www.linkedin.com/in/charles-ingebretsen/ OVS- Video https://youtu.be/avbSAT683VE

Henry Rice

San Diego, CA

$120.0/min N/A 0 $2/min

Sr. Business Ops. Analyst, Consulting for Major Brands and with Booz Allen Hamilton

Peter Jonathan Wilcheck

Miami, Florida

$150.0/min N/A 0 $2.5/min

Technologist and subject matter expert for both hardware and software companies. 25 year veteran of global technology corporations holding prominent positions – Angel Investor (5 software startups). Broad knowledge of technologies, covering hardware, software and services.

MICHAEL KORNEGAY

Montclair, NJ

$300.0/min N/A 0 $5/min

Michael Kornegay, Managing Partner of TCR Associates has 20 + years Senior-Level experience. He is the owner of TCR Associates. and has provided services for L.E.K, BCG, and McKinsey. Michael is a degreed mechanical engineer with nearly 30 years of experience in various areas; sales, management, manufacturing, operations, finance, engineering, distribution, and senior management in the Construction and Building Materials space.

Sönke Morrow

Berlin, Germany

$150.0/min N/A 0 $2.5/min

German Data Scientist - Experience in Machine Learning, Process Mining and Visualisation. - Python, SQL, Tableau, Alteryx, R, Celonis

Stephen Steinberg

Arlington, VA

$120.0/min N/A 0 $2/min

Grew an ecommerce business into a market leader in a sports & fitness niche. Specializes in marketing and sales of physical products as well as automating business processes for lean operations. Traffic optimization, SEO, paid ads, earned media, etc.

Mike Cardona

San Francisco, CA

$100.0/min N/A 0 $1.67/min

Are you a solopreneur? Do you find yourself doing repetitive, boring tasks? Is delegating difficult for you? Even though it's common, you can't continue down the same path (and risk burnout). You didn’t start your own business to give yourself a job. Wouldn't it be nice if your business ran like a well-oiled machine, so you could focus on what you enjoy most? Whether your goal is to build a lifestyle business or an empire, automating manual work and delegating low-value tasks isn’t just a requirement. Start by identifying the problems holding you back from getting your business where you want it to be. Is it a lack of knowing what to do? Do you need help building the right systems and processes? Do you find yourself micromanaging tasks that should be delegated? Once you know what's causing these issues, you can create an action plan. Consider it a puzzle that needs to be solved. You'll need to find the missing pieces and assemble them in a way that makes sense. This is where a Business Process and Workflow Automation Architect like me can help. As an experienced business process and workflow automation architect like myself, I can help identify the gaps in your processes and can help create a plan to fill them. The result? A smooth, efficient machine. Your business processes are well-defined, your current team members (or future employees) are empowered, and you can focus on growing. So, it's time to take action if you're feeling stuck or overwhelmed. A successful business requires you to work ON, not just in it. 🛠️ Tools I specialize in: 🤖 Zapier 🤖 Airtable, 🤖 Make formerly Integromat, I write an automation newsletter: daily.busytoleveraged.com

Kronda Adair

Portland, OR

$250.0/min N/A 0 $4.17/min

CEO, Karvel Digital. Digital Marketing consulting and strategy. Email marketing strategy. Process automation. Password management. Online marketing courses and workshops for small business owners.

Luca Gaballo

Paris

$60.0/min N/A 0 $1/min

Deputy head of Investor Relations at Orange, I am specialized in financial communication, investors presentation, data analysis and representation, inforgraphics and powerful power point presentation

SUHAIL AHAMED R

India

$150.0/min N/A 0 $2.5/min

PLM and Digital Manufacturing consultant focusing on the PLM implementation and business process improvements.My focus areas incluude Industrial Internet of things, Digital Manufacturing, Digital Thread, Digital Twin and Industrial Enterprise applications like ERP, CRM, MES and PLM.

shahbaz haidar

Mumbai

$60.0/min N/A 0 $1/min

Have helped 150+ companies around the globe to automate their processes using relevant tools and softwares and specially Google Spreadsheet and Docs. I have been part of multiple startups from 0 to multi-million stage.

Yogesh Kondaskar

Houston, Texas, USA

$150.0/min N/A 0 $2.5/min

Tech Entrepreneur, 22+ years in Tech, Expert in Digital Process Modernization (BPM, RPA) and Blockchain, Startup Advisor, Speaker, Angel Investor, Member of Forbes Technology Council, CEO @Bizteon, Co-founder @GreenPeasCo

Hemant Gham

Canada

$175.0/min N/A 0 $2.92/min

Hemant Gham applies multifaceted project and Change Management experience in all stages of Business Transformation. He has strong cross-functional team management background and extensive track record applying Lean Six Sigma principles, Change Management tools, Standardization, and Performance Excellence to re-engineer processes, improve organizational effectiveness and efficiencies. Hemant is an expert in facilitating the development of current and future-state process models, implementing standard practices, leading multiple and complex projects in the Service sector (Public and Private). He holds a master’s degree (with honours) in Technology and is a Certified Lean Six Sigma Master Black Belt, PMP® Certified, Agile Project Manager and Change Management Specialist (CMS)®. Hemant has managed a portfolio of 50+ projects in private and public sector organizations focused on innovation, process improvement, cost reduction, efficiency improvement, resource optimization and trained 300+ Green Belts/Black Belts who have become successful leaders. Hemant will help you focus and achieve productivity gains, stable operations, reductions in cost through improvements, standardize processes and improve workflows, regardless of which industry you are in. He has performed advisory roles to both private and government bodies that impacted the lives and skills of hundreds and thousands of citizens and employees. Hemant offers a wide range of advisory, consulting and training services in Business Transformation Architecture Design, Lean Six Sigma Deployment, Kaizen workshops, Custom Lean Six Sigma Tool Development, Minitab data analysis, eVSM analysis of your value streams and powerful analytics dashboards. Hemant has received numerous awards and testimonials for his dedication and always puts customers first. He is committed to helping you achieve maximum return on your investment in your program or project through sound advice and offers offline help when you need it the most (at no cost to you).

Maik Peters

Charleston, wv

$1000.0/min N/A 0 $16.67/min

Founder Peters Industry Training & Consulting LLC, Adviser and Coach for Tesla, Volkswagen, Caterpillar, Porsche and many Manufacturing and E-commerce businesses. Worked in Startups in the US and Europe. Ready to help you grow your business.

Mahathir bin azmi

Malaysia

$120.0/min N/A 0 $2/min

Various Aerospace business development project planned and implemented with the strategic positioning of the company to compete with the regional international players. Specialise in setup Airline/MRO and Aircraft Parts Manufacturing (composite & metallic) with automation in Asia Region.

Lauren Hisey

Atlanta, GA

$300.0/min N/A 0 $5/min

I help businesses improve customer satisfaction, reduce costs, and improve revenue with Lean Six Sigma.