Workflow Optimization and Automation starts by taking a close look at how tasks flow through your business: from the moment a lead comes in, to client onboarding, task assignments, project tracking, follow-ups, etc
If you’re currently doing any of these steps manually, duplicating work across tools, or constantly chasing updates, then you’re losing time and money. I help busy entrepreneurs, small teams, and service-based businesses streamline operations by mapping, optimizing, and automating their workflows using tools like Zapier
Here's How:
Before we automate anything, I dig deep to understand your current processes. We identify bottlenecks, redundancies, and manual touchpoints that cost time and money. This gives us a clear picture of where improvements will have the most impact.
Not everything needs to be automated. Some steps simply don’t need to exist. I help you trim the fat from your workflow by removing outdated or duplicate processes. The result? A leaner, more efficient operation that saves time and reduces confusion.
From lead capturing to onboarding, invoicing, and reporting, I build custom automation flows that handle repetitive tasks for you. This frees your team to focus on what matters most; growth, creativity, and client relationships.
Disconnected systems waste time and create data silos. I integrate your tools so information flows automatically between apps, whether it’s sending leads from your form to your CRM or syncing project updates between your task manager and your messaging app.
Workflows aren’t “set and forget.” I monitor and test automations to ensure they’re running smoothly, troubleshoot any issues, and adjust as your business evolves, so you stay optimized and ahead of the curve.
What Can Be Automated? Here Are Some Powerful Examples:
Email Automation
Trigger personalized emails when someone fills out a form, schedules a call, signs a contract, or completes a purchase. Automate reminders, follow-ups, newsletters, and onboarding sequences without lifting a finger.
CRM Automation
Automatically capture leads from your website, social media, or email and populate your CRM (like Airtable, Notion, or ClickUp). Assign sales reps, tag contacts, and update deal stages without manual data entry.
Client Onboarding
Once a client signs up, trigger a welcome email, create a task, assign internal tasks, and even send a checklist or onboarding form automatically.
Social Media Automation
Schedule and publish posts across platforms using tools like Buffer or Zapier integrations. Automatically save post ideas from a form, or get reminders to engage with your audience after new content is posted.
Proposal & Invoice Automation
Create and send branded proposals or invoices automatically when a deal reaches a certain stage.
Task & Project Management
Automatically create tasks from form entries, calendar bookings, or CRM updates. Set due dates, assign team members, etc.
Customer Support Bots
Use chatbots to handle common queries, route tickets, or escalate issues based on keywords so your customers get help fast, even outside working hours.
E-commerce Order Fulfillment
Connect your online store to inventory, invoicing, and shipping tools. Automatically update stock, send order confirmations, generate invoices, and notify the warehouse, all hands-free.
