CRM Architecture and Systems Audit
A growing marketing agency needed to move from fragmented client tracking to a centralised, scalable CRM.
They were experiencing tool fatigue, inconsistent lead tracking, and a critical need for seamless integration with their existing email and Slack workflows.
What I Did
The Audit: Conducted a comprehensive technical audit of three potential CRM vendors (HubSpot, Pipedrive, Zoho), using the 1-3-1 rule. I mapped features against agency goals and made it easy for the business owner to make a choice.
The Evaluation: Scored vendors based on scalability, user adoption speed (product-led onboarding), and native integration capabilities.
The Result
A high-impact, actionable recommendation (HubSpot) that optimised operational efficiency, seamlessly integrated into their existing workflows and prepared the agency for scaling
0
14
Strategic Executive Support: Founder Prioritisation
Project Need
Evan, a Marketing agency founder, was drowning in operational "noise"—podcasts, client rescheduling, and low-priority tasks—which was distracting him from partnership deals and strategic growth.
I was tasked with managing Evan's high-velocity schedule CEO across Slack, Email, and Notion.
What I did
I applied an Impact vs. Effort vs. Urgency matrix to filter every request and determine what got to Evan's desk. I colour-coded his calendar (Red for Strategy, Green for Revenue) to protect his high-energy hours for billionaire meetings and investor prep.
I proactively moved operational tasks to my own plate and updated him via SoD/EoD (Start/End of Day) reports to eliminate unnecessary "check-in" meetings.
The Result
1. Ensured 100% attendance and prep for high-stakes partnership meetings.
2. Eliminated 5+ hours of manual administrative decision-making for the CEO weekly.
3. Provided a systemised daily visibility loop that allowed the founder to focus on leadership while I handled the infrastructure.
P.S The entire case study is linked in this case study
1
44
Operations Automation: Reducing Admin Work by 40%
An Interior decor brand was struggling to manage a high volume of inquiries. Because budgets ranged from $100 to $100,000, the founder was spending hours every day manually digging through her inbox to find her ideal clients. This delay meant that high-value leads ($20k+) were often waiting days for a response, leading to lost opportunities.
What I did
I built a system that acts as an automated 'digital receptionist.' Using Make.com (http://Make.com) and Google Sheets, I created a filter that instantly categorises leads by their budget:
Priority Leads ($20k+): These are sent an immediate invitation to book a call directly on the founder’s calendar.
Developing Leads: I designed automated, brand-aligned responses that share collaboration guides and resources. This ensures every person who reaches out receives value, even if they aren't a fit for a full project yet.
The Result
We turned a days-long waiting period into a response time of just a few minutes. This system reduced lead loss and cut down manual administrative work by 40%, allowing the founder to focus entirely on pre-booked calls with her target clients.
1
47
About This Work
Bridging the gap between complex logistics tech and the daily needs of independent operators.
I performed a UX writing audit and overhaul of the Nexflow landing page to transform it from a technical manual into a helpful, intuitive workspace. By replacing rigid industry jargon with human-centered language, I clarified the software’s value and lowered the barrier to entry for new users.
Key Deliverables:
Strategic Copy Overhaul: Rewrote the hero and feature sections to focus on how the software solves problems, rather than just listing technical specs.
Conversion-Driven CTAs: Switched to transparent, high-intent buttons to give users a clear and confident path to the product.
Modular Scalability: Created a Self-Audit Framework and Style Guide that allows the team to generate consistent, on-brand copy without constant manual oversight.