Stop leaving money on the table and close open loops with streamlined systems. I’ll create workflows that optimize your processes and scale your business.

• Project Goal: Creation of a client onboarding system for a program.
• My Role: Mapped out the process flow and built the system
• Results & Highlights:

An automated client onboarding process triggered by an external action (form submission), which reduced client follow-up time by 80%+, saving hours each week previously spent chasing unresponsive clients.

Increased client engagement and completion rates by sending timely reminders and structured onboarding steps.

Replaced repetitive admin tasks with a scalable, hands-off system, allowing clients to focus on high-value activities.