I turn business processes into scalable, effective operations.
I help companies align teams and technology to improve adoption, operational efficiency, and sustainable growth. I move fast and make the bold call early, but I don't cut corners on the people who have to use what I build.
- 30+ Client Engagements, End-to-End Delivery
- CRM & Email Deliverability: 4-6% → 40-50% Open Rate, 100+ Webinar Attendees
- Fluent in Cold Email Best Practices for Deliverability: Config (DMARC, SPF, DKIM) + Warm-Up & Ramp-Up
- Churn Recovery & Onboarding Automations
- Data Backup & Recovery for Safe Migrations
- Featured: Microsoft Azure (AgPilot)
Hi, I'm Yuliana.
I've spent the last several years helping founders and growing companies turn ideas into operational systems their teams can run and their customers can actually feel. Breaking silos is where I do my best work: I don't think in departments, I think in functions, the moving parts of a system, and the people who shape them. I observe, I analyze, I listen, and I'm unusually comfortable making the bold call early, treating root causes instead of symptoms, and optimizing for the kind of efficiency that lasts.
I listen first, then I strategize. I draft the roadmap and follow it with discipline until the system runs on its own, then I test and optimize from there. I think in terms of a Minimum Desirable Product: not merely viable, but wanted, shipped in sprints of real value for every hour of work, instead of systems and features that quietly go unused. What I protect is cadence, a steady rhythm of delivery, value, and alignment across customers, stakeholders, and teams.
Yuliana Guédez Forgiarini is my name. Xuliana is its echo: say the X the way Argentina says the Y, and it becomes "shuliana," unmistakably mine, and quietly UX too.
I build roadmaps, systems, and processes that drive operational excellence.
Experience orchestrating digital work that helps move stakeholder decisions and projects forward, from investor-ready prototypes (AgPilot) to platform builds (iNtransit) and more.
30+ client engagements across Ops, CRM, and delivery.
Led end-to-end delivery for 30+ client engagements, partnering with founders and executives from strategy through launch. Three ways to put that to work for you:
Revenue & Business Operations
Strategy translated into an operating system: process, alignment, and adoption across up to 10-12 concurrent accounts.
See the Work →Project & Delivery Management
Single point of contact for distributed teams, design, engineering, US and LATAM stakeholders, from discovery to launch.
Explore Delivery →CRM Implementation
GoHighLevel or HubSpot built right around how the business actually sells. HubSpot Super Admin Certification in progress (2026).
Explore CRM →ALSO FLUENT IN
The problems I fix aren't tooling problems.
of CRM failures come from people and process, not the platform. The right implementation fixes the 75%, not just the 25%.
Forrester Research; Vantage Point; Radin Dynamics, 2026marketing emails never reach the inbox (83.1% average placement). The gap is usually list hygiene and sending process, not infrastructure.
Mailgun & Validity email deliverability benchmark data, 2025of data migration projects run over budget or over schedule, averaging 30% cost overruns and 41% time overruns.
Bloor Research, data migration project surveysof companies report communication silos, and 97% say they hurt performance. One person translating across product, CRM, and delivery removes a silo instead of adding a fourth specialist.
Business2Community & CustomerThink silo research, 2026Selected operations work across three axes.
Project delivery, product management, and CRM and email implementation aren't separate specialties here, they're three axes of the same skill: turning a strategic goal into systems, infrastructure, and cross-functional execution that actually holds up. All three exist to serve the same outcome, operational success. Filter by what you're hiring for, then click any case to open the full breakdown.
Success
Project Delivery · Brand & GTM · AI Consultancy
Headstorm AI
An AI consultancy whose website didn't match the scale of its own vision, and an 8-week deadline to fix that.
Headstorm AI
An AI consultancy whose website didn't match the scale of its own vision, and an 8-week deadline to fix that.
Headstorm, an AI strategy, implementation, and training consultancy, had a website that didn't match the scale of their vision or support their B2B sales conversations.
As Arevenei's engagement lead, align strategy, messaging, and design into one coherent go-to-market asset that could stand behind a growing consultancy's sales conversations.
Directed the repositioning of Headstorm's brand and website: aligned messaging with their AI capability services, sequenced design and build to hit an 8-week launch, and kept the team on schedule across strategy, copy, and design.
Brand repositioned and site launched in 8 weeks. Clearer messaging helped prewarm leads and close B2B conversations faster.
Project Delivery · Nonprofit · Community Platform
iNtransit Institute
A brand and digital identity built from zero, ahead of a nonprofit's first institutional fundraise.
iNtransit Institute
A brand and digital identity built from zero, ahead of a nonprofit's first institutional fundraise.
iNtransit Institute needed a brand and digital identity built from zero: website, donation flow, and a platform designed to support a growing community database, ahead of their first institutional fundraising push.
As Arevenei's engagement lead, build the complete brand identity and digital platform from the ground up, positioning the nonprofit for its first institutional fundraise.
Directed brand identity development, website build, donation flow, and the platform architecture supporting iNtransit's community database as the initiative scales.
Complete brand identity built from scratch. Platform launched and positioned for iNtransit's first institutional fundraise.
Project Delivery · Ecommerce · Multi-Client Delivery
Arevenei Client Delivery
Two clients, two very different businesses, one delivery lead making sure nothing dropped.
Arevenei Client Delivery
Two clients, two very different businesses, one delivery lead making sure nothing dropped.
US-based clients needed website and ecommerce builds delivered reliably, without the overhead of a big agency.
Lead delivery for a distributed team of roughly six specialists (UX/UI designers, WordPress developers, a branding designer) as the primary client contact across concurrent accounts, from discovery through launch.
Directed WooCommerce implementations, QA, and post-launch optimization; built a custom ecommerce platform with Shippo shipping automation for K9 Meats, and led a full website redesign for Julian Placino.
K9 Meats: live ecommerce with automated shipping and improved inventory workflows. Julian Placino: client-reported ~200% ROI within three months of launch.
Key insight: client trust is what turns a one-off project into a referral, and that only happens if you treat their business like it's yours.
Product Management · 48-Hour Sprint · Featured by Microsoft Azure
AgPilot × Headstorm
A chat-shaped product idea, a pitch deadline in days, and two companies that had never shipped together before.
AgPilot × Headstorm
A chat-shaped product idea, a pitch deadline in days, and two companies that had never shipped together before.
Headstorm, a Dallas-based product and AI consultancy, had a thesis: agronomists advising growers for ag retailers were drowning in fragmented data, weather in one place, purchase history in another, inventory and pricing in spreadsheets. They needed a prototype credible enough to put in front of enterprise ag distributors, and eventually Microsoft, fast.
As Arevenei's engagement lead, bridge Headstorm's product team and the Arevenei design pod, translate the chat-copilot concept into a pitch-ready product, and own the brand from a blank canvas, all against a hard deadline set by Headstorm's product lead.
Orchestrated a two-company product pod: translated Headstorm's chat-copilot concept into UI/UX direction for Arevenei's design team, directed the pitch demo video, and owned brand direction end to end. Sprint 0 delivered a clickable Figma prototype and pitch video in 48 hours; Sprints 1-2 built out the full brand identity, conversational UX, and chat flow over the following four weeks.
100% of the engagement's deadlines hit. Headstorm walked into stakeholder meetings with a live demo before the next contract phase was even signed, then took AGpilot to production. AgPilot now ships through the Microsoft Azure Marketplace; Pepijn Richter, GM of Microsoft Cloud for Retail and Agriculture, featured it on the Microsoft Cloud Blog, describing it as a product that "leverages generative AI along with data from Microsoft Azure Data Manager for Agriculture... to create actionable insights for agronomists in real time." The build itself was entirely Headstorm engineering's; I contributed as Arevenei's engagement lead, not as a Microsoft or Headstorm employee.
Key insight: the pitch that sold it was one sentence: "Frost predicted Thursday. Five of your growers bought frost-protection product last spring. Want me to draft outreach?" Under real time pressure, the fastest way to prove a product thesis is to make the demo say the one thing the buyer needed to hear.
Product Management · Healthcare UX · IESA Semifinalist
MedVoz
A communication board patients have used for decades, redesigned for a phone, a tablet, and a nurse tracking requests from ten rooms at once.
MedVoz
A communication board patients have used for decades, redesigned for a phone, a tablet, and a nurse tracking requests from ten rooms at once.
AAC (Augmentative and Alternative Communication) boards already existed for patients with hearing or speech difficulties, motor difficulties, post-surgical recovery, neurodegenerative disease, or stroke, but their use was limited in healthcare centers, existing boards ignored basic accessibility design, and nursing staff had no way to track requests across multiple patients at once.
Led project management, business model, and user research (personas and journey mapping) for MedVoz's mobile, tablet, and print communication system, working alongside a UI/UX designer and a brand/emoji-systems lead as a three-person Arevenei pod.
Ran primary research inside hospital wards in Venezuela and Argentina; built and mapped named personas and journeys for a patient, a family caregiver, and a nurse (Hanna Fischer, tracking requests across ten rooms at once), defined the business model and go-to-market plan, and directed a benchmarking study of icon systems across major platforms (Microsoft, Google, WhatsApp) that became an 8-category custom icon set built for cross-platform accessibility. Constrained the patient interface to a two-tap maximum based directly on ward observation, not assumption, and added an SOS button and request-tracking dashboard for nursing staff.
Delivered a complete prototype across patient, caregiver, and nursing views, in print, tablet, and mobile formats, plus the commercial go-to-market and pricing plan; selected as a semifinalist at Concurso Ideas de Caracas (IESA), 2024.
Key insight: the best product decisions came from watching one patient try to communicate with two taps, not from a roadmap meeting.
Product Management · Two-Phase Engagement · Speaker Platform
TrinityFix
Two separate engagements with the same client, years apart: a database product's design system, then TrinityFix's own agency rebrand.
TrinityFix
Two separate engagements with the same client, years apart: a database product's design system, then TrinityFix's own agency rebrand.
TrinityFix needed two different things across a multi-year relationship with Jeff Butler, founder and programmer: first, a design system, component library, and branding for a new conference database and token-system product; later, in a separate engagement, a rebrand of TrinityFix itself, the agency and its homepage.
Lead each engagement on its own terms: a focused, roughly 3-month design-system and branding sprint for the database product, then, later, drive TrinityFix's own rebrand and homepage redesign as part of the Arevenei team.
Built the design system, component library, and branding for the conference database and token-system product over about 3 months. In the later, separate engagement, led the Arevenei team through TrinityFix's own agency rebrand and homepage redesign.
Speakers using the platform have achieved 70+ conference bookings across the US and Canada in 2025-2026.
Key insight: product work and brand work are different disciplines even for the same client. Treating them as two focused engagements, not one blurred one, kept each phase sharp.
CRM & Email Marketing · Deliverability & Lifecycle · 50,000+ Users
SpeakerHub: Deliverability
A cold 50,000+ contact list, a 4-6% open rate, and a CEO who needed it fixed without breaking anything else in flight.
SpeakerHub: Deliverability
A cold 50,000+ contact list, a 4-6% open rate, and a CEO who needed it fixed without breaking anything else in flight.
Inherited SpeakerHub's built-in CRM and a 50,000+ contact email list stuck at a 4-6% open rate and struggling webinar attendance, alongside early signs of a product adoption problem.
Improve the health of the CRM and email operations end to end while partnering directly with the CEO and another developer, coordinating with engineering (5-6 devs), design (2-3), and customer success (2-3) to keep everything communicating correctly without breaking anything already in flight.
Diagnosed deliverability as a systems problem, not just an email problem: coordinated bounce cleanup and list hygiene, introduced engagement-based segmentation, implemented SPF, DKIM, and DMARC, separated sending domains, and introduced a real mailbox warm-up cadence. Redesigned onboarding and churn-recovery flows, built n8n bounce automation, and moved off list-wide blasts in favor of controlled batch sends.
Onboarding and churn-recovery emails consistently reached 30-50% open rates, up from 4-6%. Webinar attendance grew from a few dozen participants to consistently 100+ attendees. Customer communication became reliable again, leadership regained confidence in email as a channel, and reporting dashboards (Hotjar, later PostHog, GHL data, and Power BI, built with a data visualization specialist) gave the team a working view into funnel and operational metrics for the first time.
Key insight: deliverability isn't just an email problem, it's a systems problem involving infrastructure, segmentation, customer lifecycle, and operational discipline.
Trusted to deliver, not just plan.
“Yuliana is a preeminent leader, creative force, and brilliant problem solver. This assessment is based on my experience, from serving as an Accenture partner to CEO of a Forbes Top 50 ranked Wealth Advisory firm, working with top professionals in digital strategy and product development. Yuliana's authentic self enables her to truly listen and then translate complex ideas into practical execution. She is a world class delivery leader. She is thoughtful, detail-oriented, and brings a strong balance of strategic thinking, listening, and hands-on coordination. Beyond the work itself, her ability to connect across differences fostered a warm and collaborative client-vendor relationship, one that made the entire process, end to end, productive, innovative, and enjoyable.”
Founder, iNtransit Institute, Inc. · Retired Accenture Partner
“Yuliana is a proactive team player. Her ability to apply systems thinking to her projects was unmatched on our team. For 2 years she led projects across multiple disciplines (marketing, design, and QA) that were key to the growth of SpeakerHub.”
Owner & CEO, SpeakerHub
How I actually work.
Customer adoption matters more than feature complexity.
Technology should reduce friction, not add to it.
Support and customer-facing teams should influence product decisions, not just report the problems.
Documentation is part of delivery, not an afterthought.
Migrations succeed or fail on change management and communication, not just a clean technical cutover.
Operational excellence requires real alignment between leadership, engineering, design, and customer success, not just good intentions from one team.
Recurring revenue builds healthier organizations than chasing one-off growth.
Where this experience comes from.
Fractional Operations & Delivery Consultant
Arevenei & TrinityFix, Remote · US & LATAM clients
Operations & Email Marketing
SpeakerHub, Remote · Bootstrapped SaaS, 50,000+ users
Product Manager & Co-Founder
MedVoz, Caracas · Semifinalist, Concurso Ideas de Caracas (IESA)
Project Manager, Digital Platforms
TrinityFix, Remote · Dallas, TX
Professor, UX Design & Data Visualization
University of Los Andes, Mérida, Venezuela
Founder
Naufragia, Remote · Grew to 2,000+ monthly organic visitors through SEO and content strategy
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