ClickUp + Google WorkspaceFounder priorities and executive operations hub
A founder was balancing daily requests, meetings and team follow-ups across email, chat and separate task lists.
I organized the priority tracker, captured meeting actions, assigned owners and due dates, and set a weekly review rhythm with concise updates and decisions needed.
ResultThe founder can see what is moving, what needs follow-up and where their decision is required.
Google Calendar + CalendlyExecutive calendar, meeting and travel coordination
A busy executive needed a calendar that protected focus time and made meetings and travel easier to navigate.
I coordinated scheduling, buffers and meeting preparation, assembled itinerary details and key contacts, and kept changes and confirmations in one clear travel brief.
ResultThe executive has a usable schedule and a single reference for upcoming meetings and travel.
ClickUp + AsanaWebsite and LMS launch project coordination
A growing service business was preparing a website and learning platform launch with contributors, content and dependencies to coordinate.
I maintained the launch tracker, clarified task owners and deadlines, followed up on approvals and content, and shared concise progress updates so blockers surfaced early.
ResultThe team has a visible launch plan and knows the next owner, milestone and decision.
GoHighLevel + CRMCRM, outreach and executive follow-through
An executive needed CRM and outreach support alongside daily business administration and relationship management.
I organized contact records and pipeline stages, prepared follow-up tasks, coordinated outreach activities and kept next steps visible for active conversations.
ResultContacts and commitments are easier to track, with follow-up actions ready for the right moment.
Airtable + Google SheetsContractor sourcing and operations follow-up
An operations team needed to build a dependable contractor bench and keep outreach, responses and next steps organized.
I researched potential providers against agreed criteria, maintained a structured contact tracker, coordinated outreach and followed up on responses and outstanding information.
ResultThe operations manager has an organized pipeline of providers and clear next actions.
Google Sheets + Microsoft 365Business administration and weekly reporting support
A founder needed recurring business information, document requests and team updates consolidated into a dependable weekly view.
I collected updates from the agreed sources, maintained shared records and prepared a concise report covering completed work, upcoming deadlines, open questions and items needing a decision.
ResultThe founder can review priorities and exceptions without chasing updates across separate documents.
Slack + ClickUpClient communication and UAT coordination
A client-facing project needed clear communication as stakeholders reviewed deliverables and completed user acceptance testing.
I coordinated review sessions, tracked feedback and defects, assigned follow-up actions, and kept clients and internal owners updated on decisions and retest status.
ResultFeedback, owners and release-readiness actions stay visible through the review cycle.
Notion + ClickUpOperations and dispatch support playbook
A service team handled scheduling and dispatch through informal messages, making handoffs and daily status difficult to follow.
I organized the daily work queue, documented dispatch steps and escalation points, and created a simple status and handover routine for open requests.
ResultThe team has a repeatable dispatch process and a clear view of work still in progress.