erica r.

I help creative entrepreneurs, small business owners and individuals set up and improve operational processes, efficiencies, workflows, and personal productivity. I perform a workflow mapping and operational gap analysis to identify pain points and inefficiencies. I set up and optimize organizational structures for files and storage. I research and recommend tools and apps for customized and easy project management. I make beautiful templates and effective standard operating procedures (SOPs) for consistent quality output and helpful onboarding. I write operations manuals that link to SOPs and templates. I organize data into correct folder structures. I research and recommend automations. I work with clients to develop productivity best practices for task capture, and time management. I set up project management tools like Asana, Trello, Todoist and more. I set up CRMs like PipeDrive and more, I research automation tools like Zapier, Make and ITTT. I recommend communication tools like slack, discord, and notion. I implement documentation and communication tools like Loom, Sendspark, and more.