The leadership team needed clarity on ownership and decision-making as the company scaled. I implemented an Accountability Chart in Ninety (EOS) to clearly define roles, responsibilities, and ownership across departments.
This eliminated overlap, reduced decision bottlenecks, and created clearer accountability for leadership and team members.
Shared here is a snippet of the finalized chart.
A small B2B habit worth stealing: write down the trigger for each account before you reach out. New funding, a new hire in the role you sell to, a tool they just adopted. If a row has no trigger, it goes to the bottom of the list. Fewer sends, better conversations. What triggers work best for you?
Description: I turn messy spreadsheet exports into clean, consistent, analysis-ready data. I remove duplicates and extra spaces, standardize names, dates and currency, and flag missing values for review instead of guessing.
Tags: Data Cleaning, Excel, Data Formatting, Data Entry, Spreadsheets, Virtual Assistant