Olajumoke Ogunmola
Executive Assistant | Operations Specialist
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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.
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17
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
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17
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.
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16
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.
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31