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Melissa M.

Melissa M.

Business Operations & AI Systems | Automation, CRM & Strategy

Has your business grown faster than the systems behind it? I help business owners improve the operations, technology, and systems that keep their companies running — from fixing inefficient processes and disconnected software to implementing automation, AI, dashboards, and better operational workflows. I've completed 300+ projects and generated $200K+ through Upwork, working with business owners across e-commerce, service businesses, and growing companies. My approach is business-first, not software-first. Before recommending another platform, automation or AI tool, I look at what's actually happening inside the business: • Where is your team losing time? • What is still being done manually? • Where are leads, information or tasks falling through the cracks? • Which systems aren't working together? • What information does leadership need but can't easily see? • What should be simplified before it's automated? From there, I help design the right solution and lead the implementation. WAYS I CAN HELP Systems & Automation Improve manual or disconnected workflows across lead management, CRM, onboarding, client communication, internal operations and reporting. Where appropriate, we can incorporate automation and AI to reduce repetitive work and create more reliable processes. AI Strategy & Implementation Identify where AI can genuinely improve your business, prioritize the highest-value opportunities and create a practical implementation roadmap. For larger projects, I can also lead implementation with technical specialists. CEO Dashboards & Business Reporting Create executive dashboards in Looker Studio that bring important KPIs into one place so you can quickly understand what's happening across revenue, sales, marketing, customers, and operations. Tech Stack Review & Digital Organization Audit the software, tools, files, and workflows behind your business to identify unnecessary complexity, duplicated tools, disconnected systems, and opportunities to simplify your digital operations. CEO SEO Audit — Google + AI Search Evaluate how your business is positioned to be discovered through traditional Google search as well as the changing AI-search environment, then provide a prioritized improvement roadmap. Gym Operations & Member Management Operational support and systems improvement for gyms and fitness businesses, including member-management workflows, lead follow-up, onboarding, retention processes, reporting, CRM/platform workflows, and administrative systems. Custom Operations & Systems Projects Have a messy operational problem that doesn't fit neatly into a package? That's often where I can be most useful. I can assess the problem, determine what expertise is required and coordinate the right solution. HOW I WORK I lead the business strategy, discovery, process design, project direction and client communication. When a project requires specialized development or technical implementation, I work with the appropriate technical specialists rather than pretending one person should be an expert in everything. That means we're solving the business problem first and selecting the technology second. My goal isn't to add more software to your business. It's to make your business easier to operate, easier to understand and easier to scale. If something inside your business feels more manual, disorganized or complicated than it should, send me a message and tell me what's happening.

🇨🇦Calgary, Canada$125/hr100% JSS4.62 (163)Since Jan 2014

Earnings and projects

MRR (estimate)
≈$0

An estimate from an earlier read

World#14,247 / 412k
🇨🇦Country#351 / 7,133
Revenue, last 30 days
$0
Total earnings
$210k

Billed in all: $210k

World#14,247 / 412k
🇨🇦Country#351 / 7,133
Per project
$603
Projects, last 6 months
0
World#209,850 / 412k
🇨🇦Country#3,126 / 7,133
Projects in all
348

Across 363 contracts

96% fixed4% hourly
World#3,668 / 412k
🇨🇦Country#57 / 7,133

Earnings, last 30 days

$210kNothing earned in the last 30 daysBilled in all, before Upwork's fee · drag across the chart to see what was earned in any stretch
$207.5k$210.0k$212.5k$215.0kOct 8Oct 23Nov 7

No data since Nov 5, 2026.

Skills