SERVICES
Business Operations & CRM Management
Design, implementation, testing and maintenance of business operations processes and system integrations.
Data-driven solution design based on reporting analytics and business owner/team strategy and goals.
Seamless integration of CRM software with peripheral systems through API interfaces, including learning management and ticketing systems, to create a unified flow & feel.
Reduction of customer service issues as a result of higher quality software processes, better team training & documentation, and customer-focused solution design.
Marketing Tech & Engagement
Design, implementation, testing and maintenance of marketing automations and nurture campaigns.
Database maintenance, tagging and segmentation to enable meaningful experiences for all contacts throughout the customer journey.
Improved engagement in marketing campaign flows through use of split testing, reporting and data analytics.
Seamless client-focused technology solutions to ensure a positive user experience and sustainable company growth.
Onboarding, Training & Reporting
Development and maintenance of onboarding & training materials and relevant reporting structures to support team learning, product adoption and continued growth and improvement.
1:1 and small group onboarding/training sessions to walk clients and team members through new product adoptions & feature updates.
Creation of training materials, including videos, webinars, SOPs, and supporting documentation to ensure all users are up to speed and following best practices.
Stakeholder sessions to determine satisfaction levels, identify inefficiencies, discuss areas for improvement, and map out resolution plan.
SKILLS
Quality assurance management
Workforce planning, estimation and budgeting
Mentoring and coaching
Training and documentation
Troubleshooting
Creative problem solving
Cross-functional leadership
CRM Management
Gsuite | Ontraport | SQL | Microsoft Office
HTML | CSS | API Integrations | AI-assisted Marketing
