KartraDigital Business Manager: day-to-day operations in Kartra
An online business selling courses, memberships and workshops needed sales, email marketing and reporting run from one platform.
I ran the full back end: products and checkout, memberships, affiliates, email broadcasts and sequences, funnels, webinars, booking calendars, the help desk and campaign templates.
[object Object]One organized back end, and the data to make decisions.
Agentic workflowFounder workflow automation across meetings, inbox & DMs
A founder’s decisions and requests were spread across meetings, email and business social DMs, making follow-through difficult to coordinate.
I built an agentic workflow that pulls actionable items from each channel, checks the business SOPs to identify the right owner, and adds each task to the tracker with a suggested deadline based on its context and priority.
ResultAction items are gathered in one tracker and routed to the team member responsible, with a proposed due date.
GoHighLevelCoaching CRM & client onboarding in GoHighLevel
A growing coaching business needed a clear path from new inquiry through sales follow-up and client onboarding.
I organized the CRM pipeline, tags, email nurture and booking follow-ups, then connected each stage to the onboarding and offboarding steps the team needed to complete.
ResultLeads and clients have a visible stage, next action and consistent handoff into the program.
ClickUp · KajabiCohort launch & live program operations
A course business was coordinating a cohort launch, weekly live sessions, contractors and member onboarding around fixed dates.
I built the launch plan in ClickUp with owners, dependencies and deadlines, and coordinated the member communications, session links, onboarding tasks and post-session follow-ups across the cohort timeline.
ResultThe team has one coordinated plan from prelaunch through live delivery and member onboarding.
Airtable · SlackClient delivery operations for a boutique studio
A creative studio needed reliable client onboarding and clear handoffs across several active projects.
I structured the delivery workflow in Airtable, covering kickoff, asset collection, milestones, dependencies, client updates and quality checks, with clear handoffs for the studio team.
ResultEach project has an owner, current status and visible next step from kickoff through delivery.
Notion · Google WorkspaceWeekly operations reporting & team accountability
A founder needed a dependable view of team priorities, overdue work, vendor deliverables and decisions requiring their input.
I created a weekly operating rhythm that brought the project tracker, meeting actions and vendor deadlines into a concise status report, with owners, blockers and decisions clearly called out.
ResultThe founder can review progress, resolve blockers and reset priorities from one clear weekly update.