The goal here was to provide a resource for small businesses beginning to document their processes for accuracy and consistent quality.

For this client, I created a hiring process with a job description, application (Airtable), and interview agenda with role-specific questions.

Here, I automated the appointment preparation process. The project goal was to eliminate dropped communication or lead handoffs and saved time and efforts.

I created a portal to collect & update data & provide updates on progress. I automated task assignment & deadlines. I created documents to train & answer FAQ.