Maryjane A.

Your business shouldn't depend on you to remember every task, chase every follow-up, or keep every project moving. I help founders and small service teams take day-to-day operational work off their plate by organizing workflows, coordinating projects and client delivery, improving processes, managing CRM systems, and automating repetitive work. When tasks are scattered across tools, ownership is unclear, or the founder is still checking everything, I bring structure to the way work moves from lead → client → project → delivery → follow-up. What I can take ownership of: ☑️ Operations & Workflow Management Organizing day-to-day workflows and priorities Creating clear task ownership and processes Improving how teams move work between people and systems Keeping recurring operational tasks on track ☑️Project & Client Delivery Project coordination and task management Client onboarding and delivery workflows Follow-ups, deadlines, and action tracking Keeping client information and next steps organized ☑️ CRM & Pipeline Management CRM setup and organization Lead and pipeline management Client records and follow-up systems Workflow improvements across CRM platforms ☑️ SOPs & Process Documentation Documenting repeatable processes Creating SOPs and checklists Turning informal processes into clear workflows Identifying gaps and opportunities for improvement ☑️ Automation & Systems Connecting tools and reducing repetitive manual work Workflow automation using Make and Zapier CRM and form integrations Improving how information moves between systems ☑️ Executive & Administrative Support Calendar and task coordination Research and administrative support Follow-up management Organizing information so decisions and execution happen faster ☑️Tools I work with ClickUp | Airtable | Make | Zapier | HubSpot | GoHighLevel | HoneyBook | Dubsado | Notion | Monday | Google Workspace | Typeform I don't just set up a tool and walk away. My focus is understanding how the business needs to operate, then creating the workflows, processes, and systems that make that way of working easier to maintain. If you're spending too much time coordinating your team, checking project status, chasing follow-ups, or keeping information together yourself, I can help take ownership of that operational load. Send me a message with what's currently creating the most operational friction in your business, and let's discuss how I can help.