Operations Systems Setup & Workflow AutomationMichelle Thomas
I help businesses build operational systems that scale. With 15+ years leading finance, operations, and marketing teams, I bring a deep understanding of how tools like Asana, ClickUp, and Wrike can be configured to drive efficiency, visibility, and accountability - not just project tracking.
Together, we’ll design a workspace that fits your workflow, automates repetitive tasks, and gives you clear visibility into progress, priorities, and performance. My approach blends system design with business strategy so your team can focus on execution and impact, not admin work.
I help teams:
Boost productivity: Design tailored workspaces that align with your goals and reduce friction.
Streamline project delivery: Improve visibility, eliminate bottlenecks, and simplify collaboration.
Increase efficiency: Automate task assignments, reporting, and approvals for faster results.
What You’ll Get
Custom project templates & dashboards that surface real-time insights
Workflow automations and integrations with your existing tools
Resource management setup to balance workloads and deadlines
Process documentation so your system stays scalable as you grow
I’m results-oriented, systems-minded, and passionate about helping teams run smarter. Let’s build the operational foundation that turns your strategy into consistent execution.
What's included
Discovery & Process Review
Assess your current tools and workflows to identify efficiency opportunities.
System Setup or Optimization
Configure one platform (Salesforce, Asana, ClickUp, or similar) to align with your operational goals.
Basic Automation Setup
Implement up to 2–3 high-impact automations as part of initial setup.
Integration Guidance
Recommend key integrations to improve data flow between tools.
Documentation Summary
Provide high-level documentation outlining the new setup and next steps.
Optional Add-Ons (priced separately)
Advanced integrations, full process documentation, multi-system automation.
Contact to discuss
Michelle's other services
Contact for pricing
Tags
Asana
Clay
ClickUp
Zapier
Business Operations
Business Workflow Automation
Project Manager
Service provided by
Michelle Thomas Los Angeles, USA
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- Followers
Operations Systems Setup & Workflow AutomationMichelle Thomas
Contact for pricing
Tags
Asana
Clay
ClickUp
Zapier
Business Operations
Business Workflow Automation
Project Manager
I help businesses build operational systems that scale. With 15+ years leading finance, operations, and marketing teams, I bring a deep understanding of how tools like Asana, ClickUp, and Wrike can be configured to drive efficiency, visibility, and accountability - not just project tracking.
Together, we’ll design a workspace that fits your workflow, automates repetitive tasks, and gives you clear visibility into progress, priorities, and performance. My approach blends system design with business strategy so your team can focus on execution and impact, not admin work.
I help teams:
Boost productivity: Design tailored workspaces that align with your goals and reduce friction.
Streamline project delivery: Improve visibility, eliminate bottlenecks, and simplify collaboration.
Increase efficiency: Automate task assignments, reporting, and approvals for faster results.
What You’ll Get
Custom project templates & dashboards that surface real-time insights
Workflow automations and integrations with your existing tools
Resource management setup to balance workloads and deadlines
Process documentation so your system stays scalable as you grow
I’m results-oriented, systems-minded, and passionate about helping teams run smarter. Let’s build the operational foundation that turns your strategy into consistent execution.
What's included
Discovery & Process Review
Assess your current tools and workflows to identify efficiency opportunities.
System Setup or Optimization
Configure one platform (Salesforce, Asana, ClickUp, or similar) to align with your operational goals.
Basic Automation Setup
Implement up to 2–3 high-impact automations as part of initial setup.
Integration Guidance
Recommend key integrations to improve data flow between tools.
Documentation Summary
Provide high-level documentation outlining the new setup and next steps.
Optional Add-Ons (priced separately)
Advanced integrations, full process documentation, multi-system automation.
Contact to discuss
Michelle's other services
Contact for pricing