Full Service Premium Workflow Automation Package

pro

Adrienne Moreno

(1)

Starting at

/hr

About this service

Summary

Take your business operations to the next level with customized automation solutions designed to boost efficiency, streamline collaboration, and elevate customer experience—all while supporting sustainable growth. This comprehensive package offers a tailored approach to your unique workflows, ensuring seamless integration and scalable results.

Using tools like Zapier, Google Apps, Slack, Asana, and Monday.com, I create tailored automation solutions to streamline your business processes. I specialize in automating workflows for task management, centralized data collection and reporting, team communication, CRM tasks, and document management. By implementing efficient, AI-driven systems, I help businesses reduce errors, save time, and improve overall productivity. My solutions are designed to enhance operational efficiency, foster collaboration, and support sustainable growth, empowering you to focus on what matters most.

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: 30-50 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

Automated Task Management
Simplify task creation and updates with Zapier-powered workflows. Automatically send notifications, reminders, and status updates to keep your team aligned with real-time task tracking and streamlined project management.
Centralized Data Collection & Reporting
Build pipelines to automate the collection, organization, and updating of key business data, such as sales, leads, or inventory. Automatically generate reports and share real-time updates with stakeholders, reducing errors and manual work.
Streamlined Communication and Collaboration
Enhance team collaboration with automated updates and task sharing for project milestones or changes. Keep everyone on the same page with workflows that ensure seamless coordination.
CRM Automation
Automate lead tracking, follow-up reminders, email sequences, and other customer management workflows. Keep your CRM database up to date while providing personalized communication that strengthens client relationships.
Document Management Automation (BONUS for new clients)
Organize files, create folders and templates for new clients or projects, and streamline document sharing with tailored automation. Improve collaboration and ensure efficient file management.

Example projects

Streamlined Project Management: Timelines, Tasks & Goals

Mindful Spending Expense Inventory Report

Personalized Templates Designed for Efficiency

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