Business Consultant
Low-Code/No-Code
Operations Lead
Google Apps
Notion
Slack
Introduction
Challenges - Growing Client Base, Stagnant Systems
Inconsistent Processes - Inconsistent Results
Difficulty Tracking Account Status & Progress
Poor Account Knowledge Retention
Solutions - A Headquarters Built for Their Needs
ARP → Audit, Roadmap, Playbook
Dashboard & Database Systems
A Culture of Documentation
The Results - Unlocked Account Potential
Consistent Execution → 12%+ Retention Rates
Real-Time Account Visibility
No More Losing Critical Account Info
Ready to Optimize Your Workspace?
We worked with a Series C Ad-Tech startup to build out an Account Management system in Notion that helped their team manage and service over 100 accounts.
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Business Consultant
Low-Code/No-Code
Operations Lead
Google Apps
Notion
Slack