Estefany R.

Hi, I'm Estefany! I help founders and growing businesses bring structure, visibility, and control to their daily operations. I'm an Operations Manager and Executive Assistant with 10+ years of professional experience supporting business owners, executives, and service-based companies across operations, project management, CRM administration, and business systems. I don't just manage tasks. I build and maintain the workflows, processes, and systems that keep businesses running efficiently. *HERE'S HOW I CAN HELP YOUR BUSINESS:* 1. BUSINESS OPERATIONS & PROJECT MANAGEMENT - Daily business operations coordination - Project management and task tracking - Team coordination and accountability - Workflow design and process optimization - SOP development and process documentation - KPI tracking and operational reporting - Internal systems and knowledge management - Cross-functional coordination 2. EXECUTIVE & FOUNDER SUPPORT - Executive calendar and inbox management - Meeting coordination and follow-ups - Priority and deadline management - Executive communications - Business research and reporting - Administrative operations - Decision and action-item tracking 3. CRM & BUSINESS SYSTEMS - HubSpot CRM administration - CRM organization and pipeline management - ClickUp workspace setup and management - Notion and Asana project management - Zapier workflow automation - Google Workspace administration - Client onboarding workflows - Documentation and internal knowledge bases 4. CLIENT SUCCESS & SERVICE OPERATIONS - Client onboarding and offboarding - Client communication workflows - Account and project coordination - Service delivery tracking - Follow-up systems - Quality assurance documentation - Customer experience improvements TOOLS & PLATFORMS ClickUp | HubSpot | Zapier | Notion | Asana | Slack | Google Workspace | Canva *WHAT MAKES MY APPROACH DIFFERENT?* I combine executive-level support with an operations mindset. I look beyond the immediate task to understand the process behind it, identify bottlenecks, organize responsibilities, and create repeatable workflows. Whether you need someone to manage your daily operations, organize your CRM, coordinate your team, document your processes, or act as your right hand, I bring structure, ownership, and consistency to your business. *I'M A GREAT FIT FOR:* - Growing B2B service businesses - Marketing and creative agencies - Consultants and professional service firms - Founders who need operational support - Teams looking to improve their internal systems If you need more than someone who simply checks off tasks, let's talk about how I can help your business operate better and scale with more structure.