Building Reliable Digital Solutions Together
My Approach for Your Project Management.
My name is Rohan Zakie, a results-driven freelancer with a proven record in delivering digital solutions and managing projects end-to-end.
I combine hands-on technical expertise with a robust, scalable project management system tailored for both solo and team-based workflows.
Project Acquisition
How I Target and Secure Projects?
I actively pursue projects on Upwork and other leading freelance platforms.
My strategy involves identifying high-potential opportunities, crafting tailored proposals, and leveraging my strong profile and client reviews to win contracts.
Client Communication
Initial communications are handled directly on Upwork and similar platforms to build trust and clarify requirements.
Once a contract is secured, I smoothly transition clients into my own project management ecosystem for enhanced collaboration.
Seamless Client Onboarding
Onboarding & Project Setup in My CRM
New clients are added to my CRM, where their projects are set up with all relevant details and milestones.
Each client receives secure portal access, allowing them to monitor project progress, view tasks, and interact with the team in real time.
Team Management
Onboarding & Project Setup in My CRM
I can add any number of team members to each project, assigning specific roles and responsibilities.
Team members can be allocated to single or multiple projects, with tasks and milestones assigned through the system.
If required, staff can log hours using an integrated timer, ensuring accurate time tracking and reporting.
Real-Time Communication
Client Collaboration & Transparency
The CRM includes live chat and a support ticket system, enabling clients to follow up on tasks, comment on ongoing work, and raise new requests.
Clients can propose new tasks directly through the portal, which are subject to admin approval for streamlined workflow control.
Task Notifications
When a staff member completes a task, it is marked as done in the system, triggering automated email notifications to supervisors and, if desired, to the client.
Clients can also participate in project discussions and add notes, ensuring everyone remains aligned and informed.
This transparent, real-time overview builds confidence and provides upper management with clear project visibility at every stage.
Digital Documentation & Approvals
Contracts, Proposals, and Invoices
Clients can view new project proposals, contracts, and invoices directly in their portal.
The system supports digital signatures, streamlining approvals and contract execution.
