OPERATIONS & SYSTEMS
Systems, SOPs (Standard Operating Procedures), Automation of Repetitive Tasks, Client Onboarding / Off Boarding, Project Management Systems
Let’s simplify. I’ll set up systems, automations, and standard operating procedures so things run smoother—without you lifting a finger.
CRM Development, Set Up & Management
CRM System for client and prospect tracking with Dashboard. Features 8 custom tabs and custom formulas throughout to automate the process.
Notion Build
Full Notion Database and Library Build. Includes client’s library of courses and programs as well as a client database that links to the program connected to, to-do, web clips section, and more. Fully automated.