Data Organization for a Business Consultant I worked with a growth strategy consulting firm that struggled with scattered client data spread across multiple spreadsheets, making tracking, reporting, and follow-ups inefficient. To solve this, I organized and structured the data into a centralized, CRM-friendly system using Google Sheets, Microsoft Excel, Airtable, and Notion. I also integrated HubSpot CRM and Zoho CRM to streamline client information management and improve accessibility. To reduce manual work and errors, I implemented Zapier automations for data entry and categorization. This improved workflow efficiency, made client information easier to access, and enhanced follow-up and reporting processes. As a result, the business achieved better data organization, faster access to client records, improved operational efficiency, and stronger client relationship management.