Business Systems Specialist
Making technology work for you
Whether you're just getting started, too busy, or feel nervous when it comes to tech,
I've got your back.
Save time AND grow your business?? Yep!
With a focus on improving the customer experience and streamlining the "behind the scenes" stuff, Margo Mullin Consulting designs and implements systems that save time, empower staff and enhance business growth.
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By leveraging cloud tools and strategic automations in combination with training and custom-made documentation, even the most non-techie clients will walk away feeling confident and ready to thrive in today's digital landscape.
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I offer free discovery calls so you can be sure that I'm the right person for you and your biz.
"Our CRM needs were complex and required integration between our fundraising, online payment, bookkeeping, and communications platforms. Margo’s excellent project management skills, technological expertise, and passion for making this world a better place combined to get the job done. Margo helped us raise our operational bar to heights we had only dreamed of, goodbye spreadsheets! Not only did Margo meet our CRM build needs but she insured that we were set up with the support that we need to guide our learning and get familiarized with the new complex system"
-Luke Anderson, Executive Director, StopGap
Ways to work together
I offer a range of ways we can work together that can meet your time, capacity and budget .
Ad-Hoc Support
Not sure where to start? Unsure of what you need? Have a challenge you just want to chat about and get some advice? ​
I offer hourly support for those times when you just need someone to work through a challenge with or ask some questions and get some actionable advice. ​​
How to get started
Please let me know what you would like to chat about. Feel free to send along any additional details that may help me prepare for the call.
Business Systems Coaching for Growth & Efficiency
I work 1:1 with clients to help them cut down on unnecessary tasks, boost productivity, and achieve measurable growth.
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Coaching can cover a wide variety of topics but are generally broken into two categories:​
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Systems Design: Together we'll identify your business goals, design the systems your business needs to achieve those goals and identify the technology that will get you there.
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Implementation: From automating routine tasks to setting up effective project management tools, I'll guide you in implementing systems that save time and resources.​
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My approach helps you build a solid foundation for scaling your business, allowing you to handle more clients and projects without getting overwhelmed. ​
Ready to take your business to the next level? Book a free discovery to learn how coaching can transform your operations.
Done-For-You Services
​I work with you and your team to identify organizational goals and ideal customer/donor and employee experiences then I'll deep dive into your current systems identify opportunities for optimization that will help you achieve your goals faster.
You'll come away with actionable recommendations to create systems that will improve your day-to-day and help you provide exceptional customer service and/or donor stewardship.
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Package includes:
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Process and workflow audit
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Tool research
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Customized technology recommendations
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Workflow optimization recommendations
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A digital roadmap so you can implement effectively
Audits & Recommendations
​​Adopting a new system can take anywhere from 3-6, sometimes up to 12 months for more complex systems. I'll do the heavy lifting so you can get there faster!
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Package includes:
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Tool customization
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Integrations between tools
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Data migration
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Testing and troubleshooting
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Documentation and training
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Additional 60 days of support at the end of the project.
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*I recommend going through the audit process either through coaching or my audit service before embarking on implementation. ​
Implementation & Training
"Margo's technical expertise, knowledge and clear communication made her the ideal consultant for our project. Throughout the project, she consistently communicated and coordinated with us and sought input. Her willingness to listen, adapt, and incorporate feedback made the entire process a great success. It was a genuine pleasure to work with Margo, and we wouldn't hesitate to trust her with future projects."
-Mural Routes
Hey, I'm Margo!
​As a Business Systems Specialist, I'm dedicated to helping small businesses, entrepreneurs and charities develop simple, streamlined systems that make the "behind the scenes" stuff easy, efficient and consistent so you can focus on what you do best: growing your business and achieving your goals.
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My specialty is making order out of chaos. I do this by finding the right combination of cloud tools for your business, making them talk to each other and developing the playbook to get you to your goals sooner.
Whether you're just getting started, need a tech makeover or just a bit of fine-tuning, I’m here to help you create systems that will help you scale your business.
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Ready to transform your digital landscape? Let’s make it happen!
Get in touch!
I'm based in Stratford, Ontario but my clients are all over Canada.
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