Do you ever wish your tools could just do the work for you? Or you feel like your workflows could run smoothly with less manual tasks?
That is exactly what I help teams achieve with an optimized automated system.
I design systems that best fit your company's processes. The aim is to simplify how teams manage projects, clients, and operations.
Here is my approach to optimizing your business operations:
1. Identify the Process
The first step is to understand how your business currently operates. I take time to study your existing process, how tasks move from start to finish, who is involved, and where challenges occur. This helps reveal what works well and what is slowing things down.
2. Define Clear Goals
Once I understand your current system, we would define what you want to achieve with automation or workflow optimization.
For example:
Do you want to save time on repetitive admin tasks?
Do you want better visibility on project progress?
Do you want to reduce manual data entry?
These goals guide every decision that follows.
3. Map out workflows
Next, I map out workflows to understand how tasks and information move from start to finish.
This would help us to see:
Where process gaps or delays occur
Which tasks can be automated
Where tools can be integrated
It is like having a bird’s-eye view of your business operations before deciding what tools or integrations fit best.
4. Select and Implement the Right Software
Based on the process map and your goals, I identify the best tools or software that can handle your workflow efficiently.
Then I set up, customize, and connect the tools so they work seamlessly together, ensuring your new system saves time, reduces errors, and keeps your team organized.
With a strong background in Process Optimization, Automation, & CRM setup, I typically help clients with:
1. Process Mapping & SOP Design: Documenting business processes, designing scalable business systems, and identifying gaps for system automation.
2. Airtable Setup & Optimization: Structuring databases, linking records, and creating automations that move data and trigger actions automatically.
3. Monday.com Automation: Setting up functional boards, dashboards, and automations that improve team collaboration and tracking.
4. Zapier / Make Automations: Connecting tools (Google Sheets, Slack, Notion, Gmail, CRMs) to automate repetitive workflows like task creation, lead tracking, and reporting and improve efficiency.
5. CRM & Data Systems: Building and optimizing pipelines, syncing tools, and developing automated dashboard reports for better business insights.
6. Business Process Optimization: Simplifying operations, improving productivity, and creating sustainable systems that scale with your team.
7. Database Management & Task Automation: Maintaining data accuracy, cleaning up existing systems, and designing processes that run with minimal manual input.
Tools I work with:
Monday.com | Airtable | GoHighLevel | Zapier | ClickUp | Notion | CRM Systems (Hubspot, Pipedrive CRM, Zoho CRM) | Gmail | Outlook | Slack | Google Workspace | Miro | Asana | Form Builders (Typeform, Jotform, Google form, Tally) | Loom
I focus on creating systems that make operations flow naturally, not force teams to adapt to confusing structures. If you need help creating workflows from scratch or need to revamp an existing setup, trust that I can turn your system into a tool that actually works for you.
I value clarity and collaboration, so I work best with clients who can communicate their goals and expectations clearly. The more specific you are about what you want, the better I can tailor your system to deliver exactly what you need.
Who I work best with:
1. Startups looking to organize and automate growing operations
2. Agencies managing multiple clients and projects
3. Entrepreneurs ready to scale with better structure and visibility
Let’s build you a Workspace that runs on autopilot, so you can focus on growth, not micromanagement.