Services

I design powerful, user-friendly spreadsheets that help you see the big picture and the small details, all in one place. Whether you need dashboards for revenue tracking, team planning, content calendars, or project timelines, I’ll build dynamic tools tailored to your workflows. I make complex data clear and actionable so you can make faster, smarter decisions.

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Deliverables may include:

• Financial or sales dashboards

• Hiring and team capacity planners

• Marketing or content calendars

• Automated calculators (budgets, projections, etc.)

• Google Sheets, Excel, or Airtable formats

Tired of repeating yourself or worrying what happens when a team member leaves? I document your business processes into clear, repeatable SOPs that keep your operations running smoothly, even when you're not around. I also organize your documentation in a user-friendly knowledge base (Notion, Google Drive, etc.) that your team will actually use.

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What I can help with:

• SOP creation from scratch or from existing habits

• Process mapping and documentation

• Template and guide creation (client onboarding, task handoffs, etc.)

• Notion or Drive knowledge base structure & setup

The right tools can transform your operations, but only when they’re set up properly and play nicely together. I help you choose and configure platforms like ClickUp, Airtable, Notion, Monday.com, Basecamp, Zapier, and Google Workspace (and more) to reduce manual work, improve consistency, and free up your time.

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Examples include:

• Project management setup and standardization

• CRM and client onboarding automation

• Task tracking and status visibility

• Tool selection, migration, and integration

• Custom automations via Zapier, Make, or native tools

Not sure what’s broken, or where to even begin? I’ll audit your current systems and identify where time, energy, and money are being wasted. Then, I’ll design a prioritized action plan to streamline your workflows, delegate effectively, and build infrastructure that supports your next stage of growth.

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Includes:

• 360° review of your operations, tools, and team workflows

• Gap analysis and bottleneck identification

• Strategic roadmap for system improvements

• Optional implementation support

Whether you need help getting set up or want a strategic partner to stick around, I offer both one-off project packages and monthly retainers. I can act as your behind-the-scenes operator, leading implementation, managing ongoing improvements, and making sure your systems scale with you.

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Engagement styles:

• Project-based (e.g., SOP buildout, system migration)

• Monthly retainer (e.g., 10–20 hours/month of operational support)

• VIP Day or Week (intensive system setup)

• Fractional Operations Manager (for businesses not ready for full-time ops hires)