Business Systems Specialist
Services
Explore consulting and implementation services tailored to optimize your business processes. Additionally, benefit from our tech audits and expert recommendations to align your technology with your business goals. If you don't see what you need, send an email with your questions!
CRM services are designed to enhance customer relationships and drive business growth. Let us help you streamline your processes and maximize your CRM investment.
System Integration and Automation Building
Do you spend a lot of time moving information from one place to another? Do you have tedious processes you'd like automating? I can help you connect your tools so you can free up more of your time.
Assessments and Recommendations
Not sure what you need? Process and tech audits provide a comprehensive analysis of your current setup and result in strategic recommendations to elevate your business operations.
Program / Service (re)Design
If you've got a new program or service, or an existing one that needs a digital overhaul, I can help you design a process that is user-friendly for your audience and creates a seamless "behind-the-scenes" experience for you.
System Implementation
For those looking for support implementing a new system. Services can include data modeling, system configuration, integration
1:1 and Group Training
Providing training for you and your team is one of the best investments your business can make. Want to learn to automate or adopt a new CRM? I'll provide the training and guidance while you develop your skills.
Ways to work together
I offer a range of ways we can work together that can meet your time, capacity and budget .
Done-For-You
Done-for-you is for those who are at max capacity or simply prefer to delegate. And I get it, sometimes you just don't want to learn tech-stuff. That's why I'm here.
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!
Sample of systems implemented and integrated:
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CRMs (Zoho, Salesforce, Monday, etc)
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Databases (Airtable, Zapier Tables, spreadsheets, etc.)
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Donation processors (Raisely, Keela, DonorBox, Neon, etc.)
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Integration and automation tools (Zapier, Zoho Flow, Salesforce)
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Robust form tools (Jot Form, FormStack, Submittable, Zoho Forms, etc.)
Book a free 30-minute discovery call to discuss your needs. Each client comes with their own unique needs, a 30 minute call will help us determine how we can best work together. A proposal will follow.
Please provide some information on your current challenges when booking. Thank you!
How to get started
Done-with-you
This option is ideal for 1:1 or groups of less than 3. Done-With-You is an excellent option for those wanting to build the skills and knowledge necessary to manage your business' technology and implement processes that will cut down on unnecessary tasks, boost productivity, and achieve measurable growth.
The Done-With-You option can be used for many of the services I offer but most commonly used for:
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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.
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.
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. When booking, Please add any additional details that may help me prepare for the call.
Get in touch!
I'm based in Stratford, Ontario but my clients are all over Canada.
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