Digital Operations HubOperations · Systems · Automation

Your systems set up properly, and connected so work flows on its own.

I build the CRM, the workspace and the automations between them, so leads, clients and projects move forward without anyone remembering to push them.

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What is systems and workflow automation?

Systems and workflow automation means setting up the tools a business runs on, such as its CRM and project workspace, and connecting them so repetitive steps happen on their own: a booked call creates a CRM record, a signed contract triggers the welcome email, a status change notifies the right person. I set up GoHighLevel, HubSpot, ClickUp, Asana, Monday.com, Notion and Airtable, and connect them with Zapier, Make and n8n.

What is included

What you get.

  1. Workflow mappingBefore I build anything, we both understand the process and where it breaks.
  2. CRM setupContacts, pipelines, deal stages, custom fields and follow-up tasks in GoHighLevel, HubSpot, Zoho, Dubsado, ClickUp or Airtable.
  3. GoHighLevel setup and managementSub-accounts, pipelines, workflows, calendars, forms, funnels and follow-up sequences, built and looked after.
  4. Workspace buildsClickUp, Asana, Monday.com, Notion and Trello workspaces with boards, dashboards, templates and views your team will use.
  5. Multi-step automationsZapier Zaps, Make scenarios and n8n workflows with triggers, filters and actions, tested before handover.
  6. Migration, documentation and trainingExisting data moved in cleanly, every build documented, and your team shown how to use it.
Who it is for

This is a fit if you are:

  • Businesses with leads and tasks scattered across tools
  • Founders copying data between apps by hand
  • Teams that bought GoHighLevel, ClickUp or HubSpot and never finished the setup
  • Sales pipelines where follow-ups are being missed
Outcome

What changes for you:

  • Leads, clients and projects in one connected system
  • Follow-ups and reminders that go out on time
  • Hours back every week
  • A setup your team understands and can maintain
Tools
GoHighLevelHubSpotClickUpAsanaMonday.comNotionAirtableZapierMaken8nTrelloCalendlyPlus many more
GoHighLevel, CRM & workspace setup

Systems that fit the way your business works.

From your CRM to your team workspace, I build connected tools that make the next step clear and routine work easier to manage.

CRM · Funnels · Automation

GoHighLevel setup and automation

GoHighLevel (also called GHL or HighLevel) is an all-in-one sales and marketing platform: CRM, pipelines, funnels, calendars, email, SMS and workflow automation in one account. I set it up and manage it for coaches, consultants and agencies.

  • Account and sub-account setup, users, custom fields and tags
  • Pipelines and opportunities with clear stages
  • Workflows for lead nurture, follow-ups, reminders and notifications
  • Calendars, intake forms, surveys and funnel pages
  • GoHighLevel conversation AI and workflow AI, with guardrails
  • Migration from HubSpot, Zoho or spreadsheets, and ongoing management
Tools · Workflows · Visibility

CRM and workspace setup

A proper setup is more than creating an account. I design the structure around how your business works, then build it out in the tool you choose.

  • ClickUp, Asana, Monday.com, Notion, Airtable and Trello builds
  • HubSpot CRM: contacts, deals pipeline, tickets and follow-ups
  • Pipelines, custom fields and statuses that match your process
  • Dashboards for you, and focused views for each team member
  • Automations, rules and reusable templates for repeat work
  • Clean-up and restructuring of a workspace that has become messy
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Related work

Projects like this one.

ClickUp

ClickUp CRM and workflow automation for a marketing campaign

A client running a campaign across WhatsApp, Facebook and Instagram had leads and conversations scattered across platforms.

I built a ClickUp CRM with a lead pipeline, custom statuses and fields, list and board views, and integrations that bring every enquiry into one place. Automations send follow-ups and track each interaction.

ResultLeads, follow-ups and campaign tracking in one system.
GoHighLevel

GoHighLevel lead pipeline and follow-up automation

A coaching business was receiving inquiries through its website and booking calendar, but lead stages and follow-ups were handled inconsistently.

I configured the pipeline, contact fields and tags, connected the enquiry and booking forms, and set up workflow steps for lead assignment, timely follow-up and appointment reminders.

ResultNew inquiries enter a clear pipeline, and the next action is visible to the team.
HubSpot

HubSpot CRM setup: contacts, deals pipeline, tickets and follow-ups

Contacts, customer issues and sales deals were unorganized, and follow-ups were being missed.

I organized contacts with properties and lists, configured the ticketing pipeline, built the deals pipeline with clear sales stages, and added tasks, reminders and workflows.

ResultOne central system, and follow-ups that happen on time.
Monday.com

Monday.com project tracker and automations for an LMS website launch

A client building a learning management system needed every task, owner and deadline organized ahead of launch.

I built boards for each phase, task groups with owners, priorities and due dates, a Gantt timeline, progress dashboards, and automations for status changes and deadline alerts.

ResultDeadlines visible to everyone, and a smooth launch.
Airtable

Airtable project tracker for a multi-collaborator team

A team coordinating several projects across internal owners and external collaborators needed one reliable view of tasks, approvals and deadlines.

I structured linked project, task and collaborator records, added focused views for status and upcoming due dates, and set up forms and reminders so updates stayed connected to the right work.

ResultProject owners, progress and next steps are visible from one shared workspace.
n8n · ClickUp

n8n request intake and task routing workflow

Client requests arrived through forms and email, and someone had to copy each one into the task tracker and decide who should handle it.

I mapped the intake steps and built an n8n workflow to validate request details, create a ClickUp task with the relevant context, notify the assigned owner and flag incomplete submissions for review.

ResultComplete requests flow into the tracker with an owner, while exceptions are surfaced for follow-up.
GoHighLevel

GoHighLevel client onboarding and appointment workflows

A service team needed a smoother handoff from a booked consultation to an active client, with fewer manual reminders and missed setup steps.

I organized the calendars and intake forms, mapped the booking and onboarding stages, and configured confirmation messages, reminders and internal tasks to keep each handoff moving.

ResultClients receive timely booking information, while the team has a consistent onboarding checklist and clear follow-through.
Notion

Notion operations hub for a service team

A small service team kept its client information, project updates and procedures in separate places, making handoffs difficult to follow.

I organized linked client, project and task databases, created repeatable project templates, added focused status views, and connected the team’s working procedures to the tasks they support.

ResultThe team can find client context, current work and the next step in one shared workspace.
How it works

The Digital Operations Framework.

01

Audit & Clarity

I review how your business runs and find exactly where it leaks time, money and energy.

02

Strategy & Structure

I design the systems and workflows your business needs for its next stage.

03

Implementation

I build, connect, automate and document everything.

04

Optimization & Monitoring

I refine, track and keep things running as you grow.

Questions

Systems & Workflow Automation: common questions.

★★★★★
“Ella understood the assignment and went above and beyond in relieving operational pressure on a project. She took initiative and was always on top of things, highly communicative, punctual and a pleasure to talk to.”
Client, Communications and Organisation contractVerified review on Upwork
What can be automated in a service business?

Common wins are lead capture, appointment scheduling and reminders, client onboarding, contract and invoice handoffs, follow-up emails, status updates between tools, and recurring reporting.

Should I use Zapier, Make or n8n?

Zapier is the quickest to start with and connects to the most apps. Make gives more control for less money as volume grows. n8n is the most flexible and can be self-hosted, which suits businesses that want their data on their own server. I recommend after seeing your stack and budget.

Is GoHighLevel better than HubSpot?

It depends on what you need. GoHighLevel suits coaches, consultants and agencies that want CRM, funnels, calendars, SMS and automation in one place at a fixed price. HubSpot suits teams that want a deeper CRM and reporting and are happy to use other tools around it. I set up both.

Which is better: ClickUp, Asana, Monday.com or Notion?

It depends on the team. Monday.com and Asana are easiest for teams new to project tools. ClickUp is the most flexible and suits operations-heavy teams. Notion is best when documentation and projects need to live together. I recommend after seeing how you work.

Can you move my data from another CRM or tool?

Yes. I export contacts, pipelines, tasks and notes from the old tool, clean the data, import it, and check that fields, tags and stages carried over correctly.

Will I be able to maintain it myself?

Yes. Everything I build is documented, and you keep full access. Nothing lives only in my head.

Client reviews

What clients say, in their own words.

  • ★★★★★
    “Emmanuella has been a JOY to work with! She brings a calm, steady presence and consistently gets things done without needing a lot of direction or follow-up. There were multiple times where tasks were already completed before I even thought to check in.”
    Client, Business Operations Specialist contractVerified review on Upwork
  • ★★★★★
    “She brings a strong level of organization, reliability, and attention to detail to everything she touches. Whether it’s managing administrative workflows, coordinating tasks, or supporting ongoing projects, she operates on a high level of accountability and follow-through.”
    Client, Project Management, Organizing and ScalingVerified review on Upwork
  • ★★★★★
    “She was organized, communicative and very knowledgable about the industry as an OBM. She was a joy to talk to in our meetings and kept the project moving during times that I was busy or traveling.”
    Client, Online Business Manager contractVerified review on Upwork
  • ★★★★★
    “Ella understood the assignment and went above and beyond in relieving operational pressure on a project. She took initiative and was always on top of things, highly communicative, punctual and a pleasure to talk to.”
    Client, Communications and Organisation contractVerified review on Upwork
  • ★★★★★
    “Emmanuella was great to work with. She stayed on top of things and made sure deadlines were met, which kept the project moving forward. She was clear in her communication and handled any issues that came up pretty well.”
    Client, Project Manager for Digital Marketing and DevelopmentVerified review on Upwork
  • ★★★★★
    “She is very detailed and easy to work with. Her attention to detail and commitment made the entire process easy. I appreciated her clear communication and proactive approach to addressing every task.”
    Client, Business Support Specialist contractVerified review on Upwork
  • ★★★★★
    “Ella has been a valuable member of our team in every way! She is super responsive, very organized, and her attention to detail is the best I’ve seen. Her contributions have been unmeasurable to our team’s success!”
    Issa Perry, Senior Oracle Database AdministratorReview on LinkedIn Services
  • ★★★★★
    “Emmanuella is a very good project manager. She is resourceful and diligent in her work. Presentations were very creative and informative with the Wow factor. Flexible with time and adaptable to my schedules. Kudos to her!”
    Doris Okechukwu Mbadiwe, Founder and Legal & Business ConsultantReview on LinkedIn Services
  • ★★★★★
    “Emmanuella has been a great asset to my business and would recommend her and felt that she has a professional manner, high quality of work and great at getting things done on time.”
    Scarlett Vespa, Founder of The Highland WomanReview on LinkedIn Services

Quoted from my public profiles. Upwork reviews   LinkedIn reviews