Rashida D.

I help growing businesses untangle messy workflows 🧶, document how work actually gets done 📃, and build practical systems that make operations easier to run 🔨. If your team is relying on scattered spreadsheets, duplicated information, outdated SOPs, unclear handoffs, manual follow-up, or processes that have grown more complicated than they need to be, I can help you figure out what is happening now, identify what is not working, and build a better structure. My work typically follows a simple path: DISCOVER → DOCUMENT → ANALYZE → IMPROVE → IMPLEMENT I can help with: 📌 Workflow audits and current-state process mapping 📌 Process improvement and future-state workflow design 📌 SOP creation, cleanup, and operational documentation 📌 Operational gap, bottleneck, and handoff analysis 📌 ClickUp workspace, workflow, and accountability systems 📌 Google Workspace organization and operational structure 📌 CRM and customer lifecycle process improvement 📌 Excel and Google Sheets operational systems 📌 KPI tracking, scorecards, dashboards, and reporting workflows 📌 Requirements gathering and operational analysis 📌 Zapier and Make workflow automation 📌 Task ownership, handoff, escalation, and accountability systems I have 5+ years of experience improving operational workflows, documentation, reporting, and business systems across startup, executive-support, customer-success, and small-business environments. My work has included building and maintaining ClickUp operating systems, reorganizing Google Workspace environments, developing multi-version SOP and onboarding resources, designing hiring and intake workflows, improving CRM processes, reconciling data across systems, and creating operational reporting and tracking structures. In my current Customer Success Operations work, I support high-volume, cross-functional processes across Sales, Customer Success, Operations, and Finance using Salesforce, ClickUp, Excel, and automation. I troubleshoot workflow exceptions, investigate reporting and data-quality issues, improve process documentation, and identify gaps in how information moves between teams and systems. My systems experience extends beyond my current role. Across startup, operations, and executive-support environments, I have reorganized Google Workspace environments, structured shared drives and permissions, built and maintained ClickUp systems, designed hiring and onboarding workflows, developed SOPs and internal documentation, created intake and task-management structures, and helped teams replace informal or fragmented ways of working with clearer, repeatable processes. I am especially useful when a business has grown faster than its internal systems and needs someone who can step into the existing operation, understand how the work actually flows, identify where friction or ambiguity is occurring, and turn it into a clearer, repeatable process. 💻 Tools include ClickUp, Salesforce, Excel, Google Sheets, Microsoft 365, Google Workspace, Zapier, and Loom. 🏅 Certified ClickUp Expert and Verified Power User. I am a strong fit for growing teams that need better processes without unnecessary complexity, whether you want to document what already works, fix what doesn't, design a more scalable workflow, or implement an improved system. 📈