Danica G.

Losing hours to manual follow-up, messy CRM data, or a team that needs constant supervision? I build the systems that fix that, and when it makes sense, I use AI to automate the manual work away entirely. I'm Dani, an Operations and Customer Success professional with 10+ years running business operations, client retention, and CRM systems across education, digital marketing, and financial services. Most recently, I ran daily operations for a multi-location tutoring business, then built and deployed AI-driven automation using Claude Code that took over core operational processes, eliminating 3 operations positions and leaving a single operator running the business, while improving retention and CRM hygiene. Before that: account management and executive support at a digital marketing agency, and business client onboarding at Capital One. We can work together if: ✔ You need someone to own client onboarding, retention, and follow-up systems end-to-end, not just execute tasks you assign ✔ Your CRM (HubSpot or GoHighLevel) is messy and needs to be cleaned up, structured, and kept that way ✔ You want SOPs, dashboards, and reporting built so your team runs without you chasing people ✔ You need someone who can use AI to automate repetitive ops work, not just perform it manually ✔ You need an escalation point who resolves problems and makes decisions without hand-holding Tools & Platforms: HubSpot, GoHighLevel, ClickUp, Asana, Teachworks, Claude Code, Google Workspace A personal rule: if a task happens twice, I build a system for it. Everything I build ships with SOPs and Loom walkthroughs, so your team can run it without me. Message me and tell me where clients are slipping away, and I'll tell you the first thing I'd fix.