Stewart A.

Do you need to be rescued in your operations or in your business? Do you need your SOP to get fixed, or probably even standardization of your operations? Or probably you need someone as your assistant to run the operations in your behalf so that you can focus more in improving your business? Or maybe, you're so burnt out from trying to do it all that you just don't have the energy you need to grow your business and take care of yourself? I will be able to take care of all the tasks that you just don't have time for. Why me? • I am not just working, I am solving any complexities and find solutions to make things better and faster. That includes automations, setups, and process improvements. • I am a tech-savvy that has a wide experience to several applications from automations, project management, KPI setups, researches and anything across any digital businesses. • I am a English-speaking, meaning you won't have to worry about language barriers. • I will take my time to get to know you and your business. I’m always available if you need support anytime. • I have years of experience handling a multitude of business tasks. • I am quick to learn new systems and processes. • I will be in touch regularly to provide updates on tasks. What can I do for you? Below is a list of services I can do for you: • Zapier Automation; • Business Operations; • KPI setups, automation and anything that is needed; • Running operations in your behalf to make sure you have your time; • Office Organization/Administrative & Secretarial Support; • Project Management; • Social Media Management; • Email Marketing; • Any other requested work to give you back your time; BELOW IS THE SUMMARY OF WHAT I DO 1. Operations Management for an Online Trading Education Company Overview Managed day-to-day operations for a fast-growing online trading education company. Coordinated between content, sales, and fulfillment teams to ensure smooth delivery of coaching programs and student support. What I Did • Built internal operations structure for the business • Coordinated between marketing, sales, and coaching teams • Managed onboarding systems for new students • Organized weekly operations meetings and reporting • Helped improve fulfillment workflows Tools Used Google Sheets, CRM systems(Airtable, GHL), Circle.so platform, Discord Results • Improved onboarding process for new students • Streamlined communication between teams • Reduced operational bottlenecks in program delivery 2. Customer Success & Community Management System Overview Managed student success and engagement for a large trading education community. What I Did • Supported students during onboarding and program access • Managed community communication and support channels • Handled account issues, access troubleshooting, and student inquiries • Coordinated between students and coaches Tools Used Circle, Discord, Helpdesk systems and CRM Results • Improved response time for student support • Increased engagement in community discussions • Created a smoother onboarding experience for new students 3. Automated Onboarding Workflow for Coaching Programs Overview Designed onboarding workflows to guide new students through account setup, tools access, and scheduling their first coaching call. What I Did • Designed onboarding flow for new students • Built automated email sequences • Created onboarding checklists • Organized access to tools and coaching calls Tools Used Zapier, CRM tools, Google Sheets, email automation platforms Results • Faster onboarding process • Reduced manual support workload • Improved completion rate for onboarding tasks Process Documentation & SOP Creation Overview Created documentation and SOPs to help teams follow consistent processes across operations and customer support. What I Did • Documented workflows for onboarding specialists • Built process guides for customer support • Created templates and internal checklists • Improved team clarity on responsibilities Tools Used Google Docs, Notion, Asana, internal knowledge base 4. Program Fulfillment Coordination for Online Coaching Programs Overview Helped manage fulfillment of trading coaching programs including scheduling calls, coordinating coaches, and ensuring students receive the support they need. What I Did • Coordinated coaching schedules • Managed student progress tracking • Organized weekly program activities • Ensured students completed key milestones Results • Better program structure • Improved student progress tracking • More organized coaching operations Results • Faster team training • Clearer operational processes • Reduced miscommunication within the team If you are interested in any of these services, let's have a chat!