Full Service Premium Workflow Automation Package

pro

Adrienne Moreno

(1)

Starting at

/hr

About this service

Summary

I design custom workflow automation solutions for ecommerce businesses, consulting firms, and SMBs, leveraging tools like Zapier, Google Sheets, Excel, Shopify, Asana, and Monday.com. My approach focuses on creating seamless, AI-enhanced workflows that automate processes such as order management, data reporting, and client interactions, tailored specifically to each client’s operational needs. By blending cutting-edge technology with strategic integrations, I deliver solutions that empower businesses to operate more efficiently and scale with confidence.

Estimated Time: 30-50 hours depending on the complexity of the workflows and the tools involved.

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 design and implement your automation workflows. For example:

Automating data entry and reporting.

Streamlining ecommerce processes like order tagging and notifications

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.

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
Set up workflows for task creation and updates, automated through Zapier to send notifications, reminders, and status updates. Keep teams aligned with real-time task tracking and streamlined project management.
Centralized Data Collection & Reporting
Build automated pipelines to collect, organize, and update business data (e.g., sales, leads, or inventory) into electronic database(s). Automate report generation and share updates with stakeholders in real-time.
Streamlined Communication and Collaboration
Automate team updates and task sharing for key project milestones or changes, ensuring seamless collaboration.
CRM Automation
Automate workflows such as lead tracking, follow-up reminders, and email sequences. Streamline client management and enhance communication with personalized automation that keeps your customer management database records up to date.
Document Management Automation (BONUS for new clients)
Automate document management workflows, such as organizing files, creating folders and templates for new clients or projects, and sharing documents with your team or stakeholders. Streamline file organization and improve collaboration with tailored automation.

Example projects

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

Personal Assistant

Virtual Assistant

Executive Assistant