- Streamline Your Operations, Improve Client Experience, and Scale Your Business -
I help service-based businesses improve operations, optimize workflows, manage client relationships, and implement systems that drive growth.
With experience in executive operations, CRM management, project coordination, bookkeeping, and automation, I help business owners stay organized, improve efficiency, and focus on revenue-generating activities.
From lead intake and customer communication to project coordination and backend operations, I provide the support businesses need to run smoothly and scale confidently.
## What I Can Do for You
### Operations & Administrative Support
* Executive and administrative assistance
* Process improvement and workflow optimization
* SOP creation and documentation
* Team coordination and task management
* Reporting and business operations support
### CRM Management & Automation
* GoHighLevel setup and optimization
* Pipeline creation and management
* Workflow and automation building
* Lead tracking and follow-up systems
* CRM cleanup and data management
### Lead Generation & Client Support
* Lead qualification and nurturing
* Appointment setting
* Customer support via phone,
* Follow-up management
* Client relationship management
### Project Coordination
* Scheduling and task coordination
* Proposal and document management
* Team and client communication
* Progress tracking and reporting
* Operations support for construction, roofing, and service-based businesses
### Bookkeeping Support
* QuickBooks Online setup and maintenance
* Xero bookkeeping support
* Bank and credit card reconciliations
* Profit & Loss and Balance Sheet reporting
* Financial data organization and tracking
### Construction & Technical Support
* Blueprint reading and document review
* Construction estimating support
* Bluebeam takeoffs and markups
* AutoCAD drafting assistance
* Solar and electrical project support
## Tools & Platforms
GoHighLevel • QuickBooks Online • Xero • Bluebeam Revu • AutoCAD • Zapier • Google Workspace • Google Sheets • Slack • CRM Systems
## Industries I've Supported
Construction • Roofing • Solar • Real Estate • Service-Based Businesses • Small Business Operations
## Why Work With Me?
I don't just complete tasks—I help improve the systems behind your business.
Strong operations and project coordination experience
CRM and automation expertise
Client-focused communication skills
Detail-oriented and highly organized
Experience supporting growing service-based businesses
If you're looking for someone who can help manage operations, support your team, improve workflows, and create better client experiences, let's connect.
Send me a message and let's discuss how I can support your business.
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: Less than 6 months
Experience: Less than 6 months
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 1 - 2 years
Work as a customer support for a real estate business
Experience: 2 - 5 years
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