Millicent M.

I specialize in building the systems behind organized, efficient, and client focused businesses. My professional background combines business management systems, project management, operations, workflow design, client and lead management, CRM, marketing automation, and professional nutrition. I bring both technical systems knowledge and practical operational experience to businesses that need structure, organization, and reliable processes. MINDBODY MANAGEMENT & STUDIO OPERATIONS I am MINDBODY Manager/Owner Certified with hands on experience supporting fitness, wellness, Pilates, and service based businesses. My experience includes appointment and class scheduling, staff availability, pricing options, memberships, contracts, Point of Sale, payments, client management, staff management, reporting, Smart Lists, segmentation, automations, lead tracking, sales pipelines, and day to day studio operations. I have worked on client conversion systems that guide prospects through the customer journey from lead, first experience, second visit, membership opportunity, and long term client. My experience also includes Guest Pass and third party booking channel workflows, trial follow ups, client tracking, membership opportunities, lead segmentation, and operational processes designed to improve client retention and conversion. PROJECT MANAGEMENT & OPERATIONS I bring structure to projects, teams, and day to day operations by turning scattered tasks, information, and responsibilities into clear and manageable workflows. My project management experience includes project planning, task management, timelines, team coordination, documentation, process development, recurring workflows, reporting, deadline tracking, administrative systems, and operational improvement. I can organize complex projects, establish clear responsibilities, create repeatable processes, monitor progress, and keep teams aligned from planning through completion. CLICKUP & WORKFLOW SYSTEMS As a ClickUp Certified Expert and Administrator, I specialize in designing and optimizing digital project management systems. My expertise includes workspace architecture, spaces, folders, lists, custom fields, statuses, task structures, automations, dashboards, reporting, recurring tasks, dependencies, team workflows, documentation, workspace cleanup, system optimization, and team training. I can transform an unstructured workspace into a system where teams clearly understand what needs to be done, who is responsible, when it is due, and how progress is measured. LEAD MANAGEMENT & CLIENT CONVERSION I specialize in creating organized lead management systems that connect marketing, sales, onboarding, service delivery, and retention. This includes lead stages, sales pipelines, segmentation, follow up workflows, trial tracking, membership opportunities, client conversion, retention processes, and lead reporting. I focus on creating clear client journeys so potential clients are properly tracked from their first interaction through follow up, service experience, purchasing decision, and ongoing relationship. CRM & MARKETING AUTOMATION I have experience designing connected workflows that reduce repetitive administrative work and improve communication. My work includes client communication workflows, lead follow ups, onboarding systems, segmentation, internal notifications, recurring processes, task automation, marketing workflows, and automated processes that create consistency across business operations. NUTRITION & WELLNESS I hold a Bachelor’s degree in Nutrition and am a licensed nutritionist. My professional nutrition background gives me specialized knowledge that complements my project management, systems, and operations expertise. I can support nutrition and wellness businesses with nutrition programs, client education, nutrition content, wellness operations, administrative systems, project coordination, and client focused workflows. TOOLS & TECHNOLOGY Business management systems | Project management systems | CRM platforms | Client management systems | Scheduling systems | Marketing automation platforms | Communication platforms | Team collaboration tools | Workflow automation tools | Reporting and analytics systems | Productivity tools | AI and automation tools CORE EXPERTISE MINDBODY Management | Studio Operations | Project Management | Operations Management | ClickUp Administration | Workflow Design | Lead Management | Client Conversion | CRM | Marketing Automation | Client Management | Team Coordination | Process Improvement | Business Systems | Nutrition | Wellness Operations WHAT SETS ME APART I combine technical systems expertise, project and operations management, client and lead management, automation, and professional nutrition knowledge. I bring structure to complexity, create practical systems that teams can actually use, and help businesses build more organized and efficient operations.