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...
The nonprofit lacked visibility into team activities, leading to delays, repeated questions, and over-reliance on the founder.
What I did:
Built a Notion-based executive dashboard for weekly visibility
Set up a ClickUp board for task tracking and team collaboration
Created SOPs for recurring processes to standardize execution
The CEO was overwhelmed with task switching and team coordination across 3 departments. I was brought on to optimize their daily workflow and build systems for clarity and efficiency.
The Executives had thousands of unread emails with missed deadlines and opportunities.
I helped in sorting his email using filters, email prioritization system and quick response templates reducing clutter and prioritizing urgent tasks.
