Workflow Starter Solution: Task Management & Customer Experience

pro

Adrienne Moreno

5

(1)

Starting at

$

25

/hr

About this service

Summary

Optimize your business operations with a sustainable, efficient approach. This starter solution is perfect for small businesses or solopreneurs looking to enhance their workflows while prioritizing long-term growth and customer satisfaction.
By integrating tools like Zapier, Google Apps, Shopify, Slack, Monday.com and Asana, I automate tasks such as order management, data reporting, and client communication, helping businesses enhance their operational efficiency and optimize the customer experience. Each solution is tailored to your unique needs, ensuring seamless workflows that save time, reduce errors, and elevate your client interactions—empowering you to scale sustainably and with confidence.

Process

1. Initial Consultation
What to Expect: We’ll start with a 30-minute consultation to discuss your business operations, challenges, and goals. This includes identifying repetitive tasks, inefficiencies, and areas where automation could save time or reduce errors.
2. Needs Assessment & Proposal
What to Expect: After the consultation, I’ll analyze your current processes and outline a customized automation plan. The proposal will include suggested workflows, tools to be used, and the expected impact on your operations. The goal is to provide a clear roadmap for implementing automations tailored to your business objectives.
3. Onboarding & Setup
What to Expect: Once the proposal is approved, we’ll begin onboarding by setting up the necessary tools and integrations. This includes configuring automation workflows, customizing data templates, and linking platforms for seamless operation.
4. Workflow Design & Implementation
What to Expect: I will implement your automation workflows.
5. Testing & Optimization
What to Expect: After implementation, I’ll rigorously test the workflows to identify any inefficiencies or errors. To goal is to ensure the workflows operate smoothly and align with your operational goals.
**Estimated Time: 5-10 hours depending on the complexity of the workflows and the tools involved.**

FAQs

  • Why Work With Me?

    (1) Tailored Solutions: I customize every service to fit your unique business needs, whether you’re a consultant, ecommerce business, or small/medium enterprise. (2) Comprehensive Toolset: I leverage a wide range of tools, including Zapier, Shopify, Monday.com, Google Sheets / Excel to streamline your processes and help you grow. (3) Clear Communication: You’ll always know what to expect, with regular updates and open communication throughout our work together.

  • Data Privacy

    Data privacy is taken very seriously. Any "personal information" displayed in my uploaded works is entirely fictional and used solely for demonstration purposes. Any personal data obtained during the process is destroyed by or at end of contract.

What's included

  • Sustainable Automated Task Management Workflow

    Eliminate repetitive tasks and reduce resource waste by automating key processes like task creation, reminders, and status updates in project management tools such as Asana or Monday.com. This eco-conscious solution helps you streamline team collaboration and ensure projects stay on track—boosting overall efficiency and supporting sustainable growth.

  • Client Communication Automation for Excellence

    Improve your customer experience by automating client communications, such as follow-ups, appointment reminders, and inquiry responses. This ensures timely, consistent, and personalized communication, all while reducing the need for manual effort. It’s a sustainable way to maintain exceptional client relationships and enhance your business’s reputation for excellence.

Example projects

Streamlined Event Feedback Automation

Personalized Automation Solutions

Recommendations

(5.0)

Gwendolyn Jones

Client • Dec 5, 2024

Recommended

"Working with Adrienne was a game-changer for my 28th Awards Ceremony program. She skillfully leveraged Zapier to automate and streamline my event feedback process, creating a seamless system for eliminating the need for manual email distribution. Her expertise not only saved me valuable time but also ensured data was well-organized in a custom database. I’m looking forward to collaborating with her on automating parts of my upcoming course enrollment for my recovery support group.

Skills and tools

Virtual Assistant
Business Consultant
Asana
Google Apps
monday.com
Slack
Zapier

Industries

E-Commerce
Small and Medium Businesses
Sustainability

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