Building a Scalable Advertising Operations System
Advertising Operations · CRM Automation · Marketing Systems
Optimized GoHighLevel, consolidated campaign trackers, automated team reporting, and developed client-facing campaign pages to create a more connected advertising operation.
Key outcome: Centralized workflows across campaign coordination, creative production, CRM management, reporting, and data analysis.
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Building a Connected Digital Business Ecosystem
Full-Stack Development · UX/UI · Business Systems
Designed and developed a branded multi-platform ecosystem covering portfolio positioning, client onboarding, workspace management, and payment coordination.
Key outcome: Created an automation-ready digital foundation connecting multiple stages of the client journey.
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Strengthening Accounts Receivable Visibility Across Solar Projects
Accounts Receivable · Financial Reconciliation · Installer/Vendor Records
Managed open receivables and reconciled HubSpot and NetSuite records against third-party installer/vendor information and supporting documentation.
Key outcome: Improved visibility into open balances and established clearer resolution paths across financial, CRM, installer/vendor and documentation records.
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Modernizing CRM and Service Operations for a Lawn-Care Business
CRM Migration · Service Scheduling · Billing Recovery · Process Standardization
Migrated customer and service data from Jobber to CoPilot CRM while standardizing scheduling, customer communication, task routing and past-due account workflows.
Key outcome: Completed the migration with 100% data transfer and zero data loss, while recovering payment methods for 80% of affected accounts.
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Transforming Manual Administration Into Automated Operations
Operations Automation · Payroll · Commissions · Reporting
Automated employee lifecycle, payroll, commission, solar-storage sizing and leadership reporting workflows using Zapier, GoHighLevel and Google Sheets.
Key outcome: Eliminated manual administration from standard onboarding and offboarding while creating reusable calculation and reporting systems.
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Connecting Executive Support With Digital Marketing Operations
Executive Support · Marketing Operations · CRM Management
Supported Taste Buzz Food Tours and Integrity Care Residential Group Homes across executive administration, content production, email campaigns, CRM maintenance and reporting.
Key outcome: Reduced executive response times by 50%, contributed to 220% growth in profile visits and page views, and maintained 100% CRM lead accuracy.
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Delivering Resolution-Focused Sales and Technical Support
Technical Support · Sales Advisory · Complete Resolution · CRM Accuracy
Combined structured troubleshooting, account support, needs-based selling and accurate CRM documentation to resolve complete customer concerns.
Key outcome: Achieved the top rank in seven-day resolution performance while consistently exceeding monthly sales targets.
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Improving Retention Through Resolution-Focused Customer Support
Customer Retention · Escalation Management · Technical Resolution · Upselling
Used a resolution-first customer recovery model to contain escalations, resolve technical concerns, rebuild service value and present relevant account options.
Key outcome: Achieved 85% escalation containment, 80% customer retention, 80% technical and service resolution, and a 75% successful upsell rate.
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Supporting Safe and Efficient Attraction Operations
Ride Safety · Guest Flow · Attraction Operations · Team Coordination
Supported daily attraction operations through consistent inspections, guest eligibility checks, boarding guidance, restraint verification, queue management and team communication.
Key contribution: Helped maintain organized, safety-focused ride cycles and clear guest movement through high-volume seasonal operations.
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