operations & Processes

if your needs fall outside of this list, not to fear i can absolutely help

organizational alignment consulting

Create, support, and deliver communication rhythms

Setting departmental cadences

Cross departmental channel health

Entrepreneurial organizational methods

Engage, support, and implement

EO consulting | supporting team engagement, training, observing/coaching, integrator support, building actionable rock milestones, increasing l-10 value

Salesforce support | clean up

Identify and rectify duplicates

Object customization and clean up

Account branding

Provide Resources to create community platforms

policy manual (Sop) creation | organization | support

Compliance guidance

Expense reimbursement processes

Mileage policies and procedures

Acknowledgement audits

Building structure | templates

PEO setup | implementation

Initial setups | builds

Employee training

Contractor setup

Payment types and accounting software integration

GL code builds | exports

CRM/CMS vetting | engaging | implementing

Internal/external messaging strategies

Customer lifecycle processes and communication plans

Culture driving tone and perspective

Creating consistency in client touches

Communication best practices documentation | training

training Program creation/implementation /tune up

Creating training programs from loose concepts and multiple inputs

Platform setup and team training

Trainual support | building, organizing, roles, customization, branding

Identifying scale pitfalls

Identifying tasks and process that are difficult to replicate and are creating bottlenecks | providing solutions

Audit processes | provide recommendations

Implementing processes to boost efficiency

Collaborating on growth strategies | converting ideas into actions