Services
How can I help you?
Sales & Marketing Automation
Audit current CRM System and Supporting Systems Set Up
CRM System Build Out
Data Migration Support & Management
Integration of marketing automation tools to scale opt-ins
Implementing an All-In-One Marketing Platform
Analytics Setup & Reporting
Automation & Systems Automation
Auditing current operations setup and making changes where necessary to optimize efficiency and redundancy of tasks
Assisting in the selection & implementation of platforms for growth & development
Creating a standard framework for the way things run in your business
Strategizing & creating overall business automation for repeatable processes
Operations Planning & Management
Project Management
Setting up projects in project management tools
Making sure deadlines and budgets are being met and things are moving along smoothly
Technical Expertise
Microsoft Office Suite (Word, Excel, PowerPoint, & Access)
Asana Project Management
Basecamp
Airtable
Dubsado
Monday.com'
Freshbooks
MailChimp
Capsule
Honeybooks
Canva
OneDrive
Quickbooks
Sharepoint
Thinkific
Salesforce.com
PayPal
