Developed a streamlined task management workflow within ClickUp to enhance cross-team collaboration.

Created a comprehensive team task management workflow within Asana for effective collaboration, planning, and execution of all event planning needs

Needed a complete operational overhaul to manage incoming leads, send custom proposals and contracts, handle ongoing invoices, and track deadlines.

The team was filled with visionaries who consistently took on too many project ideas, leading to overwork and incomplete projects or extended timelines.

Objective to showcase smooth operational and customer service processes as a unique selling proposition.

Developed a solution to effectively move qualified leads through an intentional sales process involving multiple team members.

Erika served as a fractional Chief of Staff, helping small businesses establish critical processes that led to significant operational improvements.