top of page

Business Process Optimization

Naming Schemes 2 .png

 Your processes should enable and support your business, not create frustration and confusion. I can evaluate your current system and help optimize it for your specific needs. 

CRM Audit icony.png

CRM Audit

I will analyze your existing systems or workflows to understand current pain points, inefficiencies, and data management gaps.

structure CRM icon.png

Custom CRM Structure

I will design a personalized setup with fields, categories, tags, and segmentation to match your management needs.

crm icon.png

Data Clean-Up and Migration

I will take the lead on organizing and cleaning up existing contacts and import them into the new or optimized CRM.

archive copydocument icon.png

Process Documentation

I will provide the rules and guidelines for new entries along with structures and unique processes.

Tree Ring (2).png
bottom of page