Streamlining Your Business Agency
Focusing on the People Side of Business
If this is your agency
#3,708
of 28,921 agencies on Upwork by lifetime earnings, and #25 in Business Consulting.
- #3,707THE WE ONE$38 ahead
- #3,708Streamlining Your Business Agencythis agency
- #3,709Wizcabin$12 behind
Total earned
$115K
lifetime, as published
Jobs
58
contracts to date
Hours
1,434
billed hourly
Job Success
100%
JSS
Hourly rate
$100–$150/hr
min. project $1,000+
Index Score
60
#4865 overall
Insights
How these are computed- Run-rate, measured
- pending
- Needs two observations at least 14 days apart. Our next read of this page turns this on. Nothing is extrapolated from a single contract.
- Lifetime pace
- $17.1K/yr estimate
- Lifetime earnings divided by years on Upwork. A floor on historical pace, not a forecast.
- Earnings per job
- $2.0K
- Average contract value to date.
- Realised hourly
- $80/hr
- Total earned over billed hours. Fixed-price work inflates it; compare with the rate card.
Index Score breakdown59.9/100
Scale 28.9/40Quality 20/20Trust 0/15Momentum 7.5/15Team 3.5/10
Observation history
Every read of the public page. Last observed Oct 31, 2026 (live read).
| Observed | Earned | Δ | Jobs | JSS |
|---|---|---|---|---|
| Oct 31, 2026 | $115K | 58 | 100% |
One observation so far. The index re-reads every page on a rolling schedule; claimed pages are read weekly.
About
We streamline workflows to dramatically increase productivity and profitability. This is what we can provide for your business: 1) Set up, implement, optimize, customize, train and support software for a variety of business types. 2) Designing automated workflows, with specialized reporting and business analytics. 3) Data conversion and management including cleaning up and transferring data from one application to another. 4) Application Integrations where data can be shared via Zapier or an API. 5) Project management and planning Software applications & services that I specialize in (but not limited to): Insightly CRM & API Airtable on-line database Zapier integrations Application Integrations Data organization, cleansing, managing, importing and exporting. Software applications that are typically integrated: Calendly Data Management Dropbox Event Management Evernote Excel / Macros Facebook Ads GSuites Google Applications InfusionSoft Mailchimp Messaging PandaDocs Proposals Ring Central Quickbooks Online Shopify Zoom ... And others as requested Industry Types Include Accounting Artist Attorney Business Coaching Construction Consulting Education Event Management Farming Health Care Insurance Lead Generation Lender Manufacturing Manufacturers Rep Marketing Agency Media Services Music Non-Profit On-Line Education On-Line Sales Property Management Real Estate Recruiter Renovations Senior Services Sales & Marketing Sports Products & Services ... And the list is growing .... I would love to learn more about your business and bring a fresh perspective based on your short and long term goals. It all starts with a conversation.Read more
Services
- ERP/CRM SoftwareCRM implementation including workflow design, data conversion, application integrations, software customization, training and on-going for a variety of businesses.
- Management ConsultingWorkflow and business process management to customize and develop software to increase productivity and profitability for a business.
- Database AdministrationData cleansing, conversion and management including organizing, preparing and transferring data from one application to another.
- Personal/Virtual AssistantManage business activities, projects and software in both English and Spanish. This includes English speaking business desiring to conduct business with Spanish speaking business or markets, and visa versa.
Skills
InsightlyMarketing AutomationZapierAirtableAPI IntegrationApplication IntegrationCRM SoftwareProject ManagementBusiness Process AutomationMarketing Operations & Workflow
Agency facts
- Team size
- 2-10
- Teams on Upwork
- 3
- Founded
- 2019
- Member since
- Feb 2020
- Last contract
- not published
- Owner
- Doug K.
- Client focus
- Not published
- Languages
- Not published
Agencies in the same categories
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Streamlining Your Business Agency is #3708 of 28,921 Upwork agencies, top 25%. Post the card, or share the link and the card comes with it.
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#3708 overall
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#25 in Business Consulting
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#57 in Virtual Assistant
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#70 in CRM
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