Business Systems Specialist
Designing and implementing systems to grow your business.
​
Enhance efficiency and productivity with tailored business systems solutions. Discover the power of streamlined processes and optimized workflows.
Fact:
More free time happens when there are good systems in place.
I can help you:
Benefits of working together:
-
Develop systems for communication, employee onboarding, customer engagement, etc.
-
Identify the right technology for your systems.
-
Adopt new software and train you and your staff.
-
Develop playbooks for your business
-
Get the most out of your existing technology
-
Automate repetitive tasks​
-
Get organized
-
Create customer journeys and workflows ​
-
Get a handle on your data so you can measure your impact and success.
-
Free up more time to do what you want to do!
-
Provide an exceptional donor/customer experience
-
Work more efficiently as a team or on your own
-
Create consistency.
- Collaborate better with your team
- Communicate more effectively with your customers/donors
-
Improve engagement with your Board of Directors
-
Easily on-board (and off-board) staff​​
-
Gain more insight into your organization so you can make better decisions.
...and more! Let's chat about your needs and learn how I can support your business goals!
Services
Not ready to rush in? That's totally fine! I offer a range of ways we can work together that can meet your time, capacity and budget restraints.
Ad-Hoc Support
Not sure where to start? Unsure of what you need? Have a challenge you 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 suggestions and advice. ​​
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.
​
Coaching can cover a wide variety of topics but are generally broken into two categories:​
-
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.
-
Implementation: From automating routine tasks to setting up effective project management tools, I'll guide you in implementing systems that save time and resources.​
​​​
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.
​
Package includes:
-
Process and workflow audit
-
Tool research
-
Customized technology recommendations
-
Workflow optimization recommendations
-
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!
​​​
Package includes:
-
Tool customization
-
Integrations between tools
-
Data migration
-
Testing and troubleshooting
-
Documentation and training
-
Additional 60 days of support at the end of the project.
​
*I recommend going through the audit process either through coaching or my audit service before embarking on implementation. ​
Implementation & Training
Fact:
With the right systems, a small business can do BIG things
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.
​
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 creating 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.
​
Ready to transform your digital landscape? Let’s make it happen!
OR
Working with the best clients.
.png){kind=small}
