David O.
Business Operating Systems for Service Companies | CRM, Automation &AI
Most service businesses don't need another tool. They need the tools they already have to work as one system. If your team is copying data between apps, chasing follow-ups by hand, and running the business from spreadsheets and memory, that's what I fix. I design and build business operating systems: one connected setup for leads, clients, operations, and content, with AI handling the repetitive work. WHAT I BUILD - CRM and pipeline systems (GoHighLevel, custom builds) - Workflow automation (n8n, Make, APIs) - AI agents and assistants trained on your business data - Client portals and community platforms - Lead capture, follow-up, and booking systems - Document and data automation HOW I WORK 1. Audit: I map how your business actually runs today and where time and money leak. 2. Plan: you get a phased roadmap with clear scope and pricing for each phase. 3. Build: one phase at a time, so you see results early and never pay for guesswork. 4. Handover: documentation, training, and support so your team can run it. GOOD FIT IF - You run a service business (insurance, coaching, consulting, agencies, clinics, professional services) - Your growth is limited by operations, not demand - You want one partner who understands both the business and the build 7+ years building web and automation systems. 100% Job Success. Top Rated. Send me a message describing how your business runs today. I'll tell you honestly whether a system would help and where I'd start.
Earnings and projects
Last 6 months ÷ 6
Read daily since Oct 24, under 30 days
Billed in all: $37,521$38k
$4.6k in the last 6 months
Across 26 contracts
Earnings, last 30 days
Tracked from Oct 24, 2026.
Skill rankings: Top 1% in Email Automation
Ranked by MRR among everyone on Upwork with the skill.
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