Client Onboarding Automation
Streamlined new client intake for coaching programs, reducing manual setup steps and getting members active faster.
I help teams turn scattered tasks, tools, and inboxes into organized workflows that actually run, combining hands on operations support with AI powered automation.
I build order into remote operations, turning scattered
files, inboxes, client conversations, and repetitive
processes into systems that are easier to manage.
My background spans client account management,
digital record keeping, administrative support,
social media operations, and AI-powered workflow
automation.
I'm at my best when a team needs someone who can
take ownership, organize the details, and quietly
keep things moving.
Different industries, same focus: making operations more organized, efficient, and dependable.
A mix of operations, technology, communication, and creative skills.
Digital record keeping, data management, email management, scheduling, client support, project coordination, and administrative operations.
GoHighLevel, HubSpot, Trainerize, Monday.com, ClickUp, and GitHub.
Notion, Google Sheets, Google Slides, Microsoft Excel, Word, PowerPoint, Teams, and Microsoft 365.
Canva, Adobe Photoshop, content creation, video editing, social media management, and community management.
Claude AI, ElevenLabs, n8n, Make.com, GoHighLevel automation, and prompt engineering.
Remote client support, cross-platform coordination, project management, and flexible time-zone coverage.
A few examples of systems and workflows I've worked on across operations and client support.
Streamlined new client intake for coaching programs, reducing manual setup steps and getting members active faster.
Built a repeatable content pipeline for captions, carousels, and stories while keeping posting consistent across accounts.
Designed a Google Sheets and Notion tracker giving coaches a clearer view of client adherence and progress.
Moved booking and records processes into a digital workflow, reducing labor costs by 30% and office overhead by 10%.
Created templated, AI-assisted responses for recurring client questions while maintaining a personal tone.
Produced photo and video assets for social promotions, from editing through final campaign-ready export.
Formal training supporting my work across AI, automation, and digital operations.
Tell me a little about your business, your current challenge, or the kind of support you're looking for.
Tell Me About Your Project