Gabriel Mc

Business Systems Consultant

Business Genius Pro • Freelance

Sep 2025 - Present • 8 mos

Worked as a systems consultant helping business owners step back and redesign how work flows through their organizations. I assessed tools, roles, and processes before recommending ClickUp-centered solutions. Rather than just “tool setup,” I focused on aligning systems with strategy, team capacity, and growth plans. This approach resulted in sustainable systems rather than short-term fixes.

Notion Workspace Designer & Systems Builder

Creator • Freelance

Feb 2024 - Present • 2 yrs 3 mos

My work included client portals, content calendars, knowledge hubs, and internal dashboards. I focused heavily on usability making sure systems were intuitive even for non-technical users. Many clients transitioned from scattered documents and spreadsheets into a single Notion workspace that improved focus and consistency. I also provided setup videos and written guides to support long-term use. Designed custom Notion workspaces for coaches, consultants, and solo entrepreneurs who needed centralized systems for planning, content, and client management. I built relational databases for projects, tasks, goals, and resources, ensuring clarity without overcomplication.

CRM & Client Workflow Consultant

Agencia de Locutores Internacionales • Full-time

May 2023 - Present • 3 yrs

Helping business design lightweight CRM systems using ClickUp and Monday CRM. I focus on lead tracking, client onboarding, deal stages, and post-sale delivery alignment. Rather than complex enterprise CRMs, I build practical systems that teams actually use. Work includes custom fields, pipeline views, automations for follow-ups, and dashboards for sales visibility. Clients benefited from clearer client status tracking and improved handoffs between sales and delivery teams. I also advise on CRM best practices and scaling considerations.