Margaret G.
CRM & Biz Systems Specialist | Marketing & Automation Tech Setup
Hello! I'm Meg - your biz systems and marketing tech muse. If you are a solopreneur or small business drowning in tech overwhelm, stuck in tool indecision, or ready to finally get your systems running like clockwork - I'm your gal. I bring equal parts creative thinking and technical expertise to every project. Whether you need a done-for-you CRM build, a marketing funnel setup, or a guided done-with-you implementation so you can hit the ground running with your new tool, I can make it happen. CRM Setup & Client Service Fulfillment Automation I specialize in full CRM setup - from inquiry through off-boarding, so that your client experience is smooth, professional and as automated as you desire. Not sure which CRM is right for you I can also help you find your best match. Tools: - High Level (+white labels - FGF, FEA Create, Biz Systems Magic, etc) - HoneyBook - Dubsado - 17hats Digital Marketing, Funnels & Automation I build the tech side of your marketing - email sequences, pages, funnels, checkout, and chat marketing and the automations to make it run, so that your audience moves seamlessly from stranger to paying client. Tools: Email Markeitng: High Level, Kit, Active Campaign, FloDesk, Mailerlite Chat Marketing (FB/IG DM & comment automations): High Level, Manychat Website, Funnel & Page Builders: High Level, Elementor/Wordpress, Wix, Squarespace, Kajabi, Systeme, ThriveCart, Clickfunnels, Convertbox Online Course & Community Platform Setup Is your course ready but the tech is tripping you up? Or maybe you are ready to start your free or paid community? I can help you choose a tool and get it live! I set up and support: - Course Platforms: High Level, Kajabi, MemberVault, ThriveCart Learn/Academy, Systeme - Community Platforms: Heartbeat, High Level, Systeme, Skool Other productivity and Design tools: Notion, Clickup, Airtable, Smartsuite, Plutio, Slack, Milanote, Miro Canva, Affinity, Adobe Creative suite, Camtasia, Loom Who I work with I primarily work with 1:1 or 1:x service providers - consultants, coaches, practitioners and creatives (who may also sell digital products, create courses or programs, and host communities.) Sweet spot niche clients - Sleep Consultants (Baby, Child and Adult) and Spiritual & Wellness Practitioners. A bit about me I bring 25+ years of experience to the table. For many of those years I dual-tracked as the owner of my own photography studio alongside a corporate role. I worked in process improvement, project coordination, business analysis, and software system setup and administration. That combination gave me a rare blend of real-world business ownership experience and structured systems thinking. In my eight years of freelancing, I’ve honed down to what I do best: tool-centered strategy, done-for-you implementation, and hands-on training. I thrive on learning new software, embracing change, and building systems that keep your business humming without taking over your life. Innovation is my happy place. Ready to get some systems automagical goodness going in your biz? Check out my project catalog for ready-to-go offerings, or send me a message and let’s chat about your project!
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $157
Billed in all: $48,110$48k
$78 in the last 6 months
Across 61 contracts
Earnings, last 30 days
Skill rankings: Top 35% in Dubsado
Ranked by MRR among everyone on Upwork with the skill.
- #917hats13 freelancers · 🇺🇸 #4Top 69%🇺🇸#4 of 4
- #40Dubsado113 freelancers · 🇺🇸 #11Top 35%🇺🇸#11 of 35
- #97MailerLite161 freelancers · 🇺🇸 #14Top 60%🇺🇸#14 of 25
- #113ConvertKit242 freelancers · 🇺🇸 #24Top 47%🇺🇸#24 of 61
- #190ManyChat430 freelancers · 🇺🇸 #13Top 44%🇺🇸#13 of 39
- #511ActiveCampaign1,108 freelancers · 🇺🇸 #71Top 46%🇺🇸#71 of 162
- #601Kajabi1,243 freelancers · 🇺🇸 #61Top 48%🇺🇸#61 of 148
- #1,130Notion2,323 freelancers · 🇺🇸 #91Top 49%🇺🇸#91 of 226