Automated Client Onboarding
An onboarding process I dreaded every time I signed someone, now a couple of switches that kick everything off automatically.
Central Hub System for a Full Service Interior Design Firm
A business spread across scattered tools, now run from one connected backend, from inquiry to project wrap-up.
Automated CRM + Purchase Tracking System
A Notion CRM that needed constant manual updates, now tracking every purchase and client status on its own.
Voice-to-Task Capture for a Fast-Paced Creative Business Owner
A brain that moves faster than her fingers, now voice notes that land in Notion as tasks.
Systemized LinkedIn Outreach
Hours of one-by-one LinkedIn outreach, now a 10-minute task a couple of times a week.
Automated Questionnaire System for Client + Candidate Screenings
Screening forms the team kept forgetting to send, now sent, reminded and delivered to the right recruiter automatically.
Placement + Commission Tracking for a Recruiting Agency
Commission math done by hand for every placement, now calculated automatically, with a dashboard for each recruiter and draft invoices in QuickBooks.