Julia V.

I help businesses organize and improve operational workflows, reporting and internal systems by reducing manual work, centralizing operations and making operations easier to manage as the business grows. Common situations I help with: - too much repetitive manual work - reporting becoming difficult to track - disconnected spreadsheets/tools - follow-ups and reminders getting missed - workflows becoming messy - no centralized visibility across the workflow - operations becoming harder to manage as the business grows I work together with a developer, where I mainly handle workflow structure, operational logic and planning, while the developer focuses on the technical implementation side. Common systems/workflows we build: - dashboards & reporting systems for visibility and tracking - CRM, pipeline and lead tracking systems - onboarding, intake and approval workflows - reminders, follow-up and notification systems - quote/order/invoice workflows to reduce manual work - project and operations tracking systems - centralized “single source of truth” for reporting, tracking and operation - AI automations for summaries, categorization and content generation - PDF/document automation and Google Workspace automations Most systems are built using combinations of Google Sheets, Apps Script, Google Forms, Gmail, Docs, Drive, Looker Studio, Excel and Make/Zapier depending on the workflow. Over the past 7 years, we’ve helped businesses simplify and improve reporting, operational workflows and internal tracking systems across 300+ custom automation projects. We often work with businesses that already have systems/workflows in place, but they became difficult to manage, disconnected or no longer scalable as operations grew. Happy to review your current workflow and discuss the most practical setup for your operations system.