Freelancers using Tally in Arima
Freelancers using Tally in Arima
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Renee De Four
PRO
Arima, Trinidad and Tobago
Certified Operations Manager & Notion Consultant
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6
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Certified Operations Manager & Notion Consultant
19
Personal Trainer Client Onboarding System Before 📉 Client information gathered via Google Form and Google Sheet but additional notes were disconnected in multiple Google Docs and Apple Notes. Struggling to quickly capture new information. No process to track membership duration and client growth. After 📈 All client data centralized in one location. Notion buttons added to home page for quick entry of information to databases. Formulae to track membership duration and client status based on membership start date. Line graph created to track new clients per month. View my full portfolio here (https://reneedefour.notion.site/portfolio?source=copy_link).
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Project Management Hub Before 😵💫 Projects took longer than estimated to be completed and deadlines were missed. Work felt messy as team members were wasting time searching for information needed to complete tasks. Manual creation of key project documents with each new project: proposal, communication plan and project plan. After ✨ Single source of truth for all team projects created along with dashboards for key stakeholders and each team member. Automated reminders and notifications set up. Project tasks are directly linked to relevant documents and resources required to execute work efficiently. Automated templates generate project plans instantly, ensuring consistency and saving time. View my full portfolio here (https://reneedefour.notion.site/portfolio?source=copy_link).
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Personal Workspace Refresh Before 🧱 Used the sidebar for navigation making it difficult to find important pages → wasted time and a cluttered workspace. Important information for different life areas were nested within multiple pages, making it hard to get a clear overview of the workspace. Lack of organizational frameworks and best practices in existing Notion workspace. After 🏡 A well-structured home dashboard with clear navigation provides quick access to key pages, reducing reliance on the sidebar. Custom dashboards for main life areas. Master databases created for each core workflow.
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E-commerce Company Operating System Before 🌀 Company information scattered across multiple tools: Google Docs, local and cloud based spreadsheets and email. Recurring company management processes not documented. Team members lost track of internal project tasks and deadlines. Lack of organizational frameworks and best practices in existing Notion workspace. After ✅ Company documents and resources centralized in a Knowledge database containing all SOPs, templates and reference documents. Step by step SOP template and recurring database templates implemented. Central task management database on home page for easy visibility across team. Master databases created for each core workflow along with team dashboards.
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