Kimberly H.

Growing businesses often lose valuable time to repetitive tasks, disconnected systems, manual follow-up, and processes that no longer support the way the company operates. I help small businesses and teams simplify their operations through AI, workflow automation, CRM systems, and process improvement. I design practical systems that connect tools such as forms, spreadsheets, email, calendars, client intake platforms, and business applications so work moves more efficiently and teams spend less time on manual tasks. My services include: — Workflow automation using Zapier, Make, and Google Apps Script — CRM setup, optimization, and automation — Client intake and onboarding systems — Business process audits and workflow mapping — AI integration and AI-powered business assistants — Automated follow-up, notifications, and lead management — Business intelligence and reporting using Power BI and Tableau — AI literacy and adoption support for teams What makes my approach different is that I look beyond the technology. I take time to understand the business process, identify where time is being lost, and build a solution that is clear, usable, and aligned with the people who will use it every day. With experience in business operations, project management, recruiting, data analytics, automation, and business ownership, I bring both technical and operational thinking to each project. I also have more than 20 years of experience working in ASL and English bilingual and accessibility-focused environments, which has shaped the way I design systems: intuitive, well documented, and inclusive. Recent solutions include AI-powered client intake systems, automated customer onboarding, CRM workflows, lead routing, email notifications, reporting processes, and connected business systems. Let’s identify what is costing your team the most time and build a smarter way to manage it.