I keep your business running so you can focus on what actually moves the needle.
Most clients come to me with the same problem: they're drowning in admin, their CRM is a mess, their workflows are patched together, and they're spending time on operations instead of their actual work.
Here's what I do about it:
I build the system, then I run it.
I don't just follow instructions — I set up the processes, document the SOPs, configure the CRM, and maintain everything so you don't have to think about it.
WHERE I ADD THE MOST VALUE:
Executive & Admin Operations
Inbox zero management and priority filtering
Calendar management, scheduling, travel coordination
Meeting agendas, minutes, and action item tracking
Hiring support and interview coordination
Systems & CRM Management
CRM setup, cleanup, and maintenance — GoHighLevel, Dubsado, Salesforce, Pipedrive, CloudLex
SOP creation and process documentation
Workflow automation and task system buildout
KPI tracking and weekly/monthly reporting
Project & Team Coordination
ClickUp, Trello, Asana — task management and team follow-ups
Daily operations monitoring
Vendor and stakeholder communication
TOOLS: Google Workspace · Microsoft Office · GoHighLevel · Dubsado · Salesforce · Pipedrive · CloudLex · ClickUp · Trello · Asana · Slack · Canva
Verified
