What I Do
I help small and medium-sized businesses build the operational backbone they need to grow, from process documentation and tool setup to workflow automation and reporting systems.
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MY SERVICES
CRM Set-up & Automation
CRM Set-up & Automation
I design and build CRM systems using Airtable or Monday.com tailored to how your business actually works, so you can track leads, manage clients, and stay on top of every relationship without things falling through the cracks.
Workflow Automation
Workflow Automation
I map, design, and automate your business workflows so repetitive manual tasks get handled without you lifting a finger. From automated notifications to document generation and task creation, I connect your tools so your processes run themselves.
Business Operations Setup
Business Operations Setup
I build the operational infrastructure your business needs, from setting up and structuring your project management tool (ClickUp, Monday.com, or Airtable) to designing dashboards, reporting systems, and team workflows that keep everyone aligned and on track.
Process Documentation & SOPs
Process Documentation & SOPs
I translate how your business operates into clear, structured documentation, including Standard Operating Procedures (SOPs), process manuals, and operating models. Whether you're onboarding new team members or scaling up, your processes are written down, organised, and ready to use.
Project Management Tool Implementation
Project Management Tool Implementation
I set up and configure ClickUp, Monday.com, or Airtable workspaces designed around your specific business, including spaces, lists, custom fields, dashboards, and team onboarding. You get a fully functional system, not just a blank tool.
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