See how I support the work behind a business.
These case studies show my work across administration, executive support, operations and the systems connected to them. Explore the responsibilities I handled, the problems that needed attention and the practical work delivered, from coordinating executive approvals to documenting processes and organizing business records.
Featured administrative, operations and CRM work.
Coordinating the work behind a chief executive
Executive support involves keeping meetings, materials, approvals and follow-ups connected.
For a national nonprofit, I coordinated schedules across calendars and time zones, prepared meeting materials, drafted correspondence and maintained approval tracking across the organization's tools.
Areas of support: Executive coordination, meeting preparation, document tracking and follow-through.
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Turning scattered instructions into an onboarding pack
A telecommunications services company needed documentation for an accounting role whose recurring procedures were spread across Slack conversations.
I reviewed the source material and created 15 SOPs, a task inventory organized by readiness and a register of questions that still needed answers.
Areas of support: Process documentation, onboarding preparation and handover organization.
Read the onboarding case study
GoHighLevel technical support for SaaS platforms
I provide ongoing GoHighLevel support for SaaS platforms and agencies.
The work includes help articles from recurring tickets, reporting fixes, vendor handovers, sandbox tests, stalled number ports and HIPAA setup after a signed BAA.
Areas of support: CRM support, technical troubleshooting, documentation and vendor coordination.
Read the GoHighLevel support case study
Rebuilding a project workspace for clearer coordination
A startup managing several active projects needed a more organized Monday.com workspace as part of its executive and operations support.
I rebuilt the workspace with a coordination dashboard, an automated meeting log and reminders that accounted for time zones.
Areas of support: Project tracking, meeting coordination and workflow organization.
Read the Monday.com case study2.3M
Characters compiled into one searchable document
0
Manual data entry after the Sheets sync went live
100%
Of audits delivered with a fix plan as well as the findings
Explore more of my work.
Administrative and executive support
Meeting preparation, records, research, approvals and the follow-ups that keep responsibilities moving.
Operations and process documentation
Project coordination, onboarding, SOPs, reporting and handovers across people and systems.
CRM and workflow support
Customer records, forms, integrations and automations that support communication and delivery.
Website and content support
Website builds, content updates, ecommerce administration and the connections between a website and the business behind it.
Connecting Client Onboarding and Programme Follow-Up
I connected payment, onboarding and programme-stage communications for an executive coaching business using HoneyBook and its existing tools. I also prepared SOPs to explain the workflows and their maintenance.
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Building Workload and Capacity Views in ClickUp
I extended an existing ClickUp workspace with time, workload and capacity views, supported by Make automations. I documented the setup and handed it over to the operations team.
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Consolidating Membership and Sponsorship Reporting
I reviewed reporting needs and redesigned a HubSpot dashboard to bring membership and sponsorship information into a clearer visual layout. I also worked on the related freelance-management board.
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Connecting Questionnaire and Booking Data in One Lead Tracker
For Artist Alignment Academy, I built a workflow that brings Typeform and Calendly information into a Google Sheets lead tracker. It matches records by email, fills available missing fields and adds new contacts.
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Reviewing a Delivered Website and Coordinating the Fixes
I reviewed a newly delivered website, used an AI-assisted crawler to identify potential defects and checked the findings before correcting the agreed issues. The client received a clearer record of what needed attention.
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Building a Shopify Storefront for Swift Racing Canada
I built a Canadian storefront for Swift Racing Canada, organizing configurable products, product information and freight-related purchasing requirements. The work connected catalogue structure with the customer's browsing and inquiry journey.
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Organizing a Shopify Catalogue and Storefront
I cleaned up product records, reviewed inventory and pricing updates, organized collections and addressed storefront issues for a performance-parts retailer. The work included coordinating source files and approvals alongside the technical changes.
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From One Blog Post to a New Website for Kibbi
I wrote a youth job-safety post for Kibbi's Restaurants Canada student initiative, redesigned their blog and revamped mykibbi.ca, then built the whole new website from a mock-up the founder approved.
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Organizing Operational Documents in a Shared Drive
I reorganized a telecommunications company's shared-drive environment around active work, templates, historical records and technical resources. The approach prioritized preserving existing files and flagging uncertain items for review.
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Moving and Organizing Business Files in Google Drive
For Austin Bryant Consulting, I organized the transfer of business files into a business Google Drive account. I worked folder by folder and used a log to record completed moves and items needing attention.
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Organizing Reader Signup and Approval Workflows in Kit
I repaired an author's email setup and built a workflow for advance-reader-copy applications, approval, delivery and reminders. The work included form styling coordination and tests of the different subscriber routes.
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Organizing Intake and Follow-Up for a Healthcare Team
I connected intake and status information into a shared operational tracker and added a daily digest for a healthcare practice. The workflow gave the front desk a common starting point for reviewing requests and follow-ups.
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Capturing Campaign Information in ActiveCampaign
For Lionheart Coaching Academy, I connected campaign tracking across Squarespace forms and ActiveCampaign so registration records could retain their source information. I also prepared instructions for reusing the setup.
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Building and Documenting a Booking Workflow
I connected booking and intake steps across Stan Store, Zapier, Flodesk and Google Forms for a coaching business. I then prepared a reference explaining the flow, reminders, segments and the known email-matching limitation.
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Building an Organized Client Journey in Ivorey
I configured pipelines and connected booking, contracts, payments and welcome messages for a wellness practice. The aim was to give the practitioner a clearer view of client progress and reduce repeated setup.
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Turning a Founder's Source Material into a Website
I used an Ontario startup's founding document to develop website copy and page direction, then implemented the agreed pages and lead-capture setup. The work included presenting design options and refining the selected direction with the client.
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Catching 16 Billing Errors Before the Monthly Card Run
Before a telecom company's monthly card billing run, I checked the batch against the invoice rules, had the run held, and got 16 wrong invoices fixed before any customer was charged.
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Preparing Consistent Board and Committee Meeting Records
I prepared meeting materials, structured minutes and updated a governance registry for a sensitive task-force meeting. The work focused on keeping the agenda, presentation, decisions and follow-up record consistent.
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Tracking Executive Reviews from Request to Signature
I coordinated documents, calendar holds, approval records and signing steps across executive review requests. The workflow made requesters, deadlines and the next action visible in the systems used by the team.
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Fixing a CEO's Google Slides Deck in One Hour
A CEO had 90 minutes before a conference keynote and a deck built by several people. I used Google Apps Script to give every presented slide the same title and subheading style, merged in older slides and sent the team a PDF.
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Fixing a Tracker Script That Moved Rows and Zeroed the Counts
For a healthcare software company, I found why a shared subscriber tracker kept moving rows and resetting its counts to zero, fixed the script behind it in the same file and checked the totals against payments.
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Merging Two FAQs into One AI Assistant for an Internal Team
For a healthcare software company, I merged two support FAQs into 118 answers, flagged 5 conflicts for the owner and set up an AI assistant the team can use without logging in. Every question passed QA.
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Getting a Rejected Number Port Confirmed the Same Day
A telecom services company's port request for a medical clinic's four phone lines came back rejected. I found the cause, resubmitted it the same afternoon, and the carrier confirmed it that evening for the date we asked for.
Read Case Study →Setting Up a New Customer for Billing and Training a New Hire
I set up a new business customer for billing, used it as the live example to train a new accounting hire, and caught three errors on the proforma invoice before they reached the first invoice.
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Turning Repeat Support Questions into a Self-Serve Video Library
For a healthcare software company, I grouped the how-to questions members kept emailing, wrote 10 lessons and recorded them as screen walkthroughs. The first was published within a day.
Read Case Study →A 12-Month Billing Review for a Key Account
A key customer asked why their bill had gone up. I rebuilt 12 months of charges against the signed agreements, explained every increase, and found a $24 overcharge and an add-on never billed.
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Keeping Emergency 911 Address Records Accurate
I work through a telecom company's daily E911 compliance reports, including correcting a site registered under the wrong numbers and clearing an unregistered live number within hours.
Read Case Study →Closing a Customer Account Cleanly Across Four Teams
I ran a cancellation checklist across engineering, accounting, number inventory and E911, so billing stopped with no final invoice, the number was released and every step was documented.
Read Case Study →Finding Why a Customer's Agents Kept Getting Busy Tones
A customer's agents kept getting busy tones. I went through the account history, found their line limit was being miscounted, and engineering fixed the counting.
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Turning a Wireframe into a Brochure for a New AI Product
I turned a plain wireframe into a branded two-page brochure for a telecom company's new AI product, matched it to the new website, and compared the old and new sites.
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Bringing Ticket Follow-Ups into One Operations View
I built a Google Sheets dashboard using a read-only Zendesk data workflow to help a telecommunications support team review ticket histories, ownership and next actions. The dashboard refreshes hourly and supports human review of the work.
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Turning Booking Requests into Structured Job Posts
I connected a WordPress booking form with a workflow that formats parent requests into consistent job posts for a babysitting agency. The owner retained responsibility for reviewing the final staffing match.
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Organizing Campaign Links and Booking Attribution
I helped a wellness business organize campaign links and booking attribution across its content channels, website and Calendly. The work included a tracking plan and an SOP sales tracker for managing campaign information.
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Building an Organized Webinar Outreach Research Workbook
I researched Ontario organizations for an insurance advisor's webinar outreach and organized the results into lists with contact details, verification notes and follow-up columns. The workbook separated audience groups and highlighted networks for further research.
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Setting Up Email Delivery for a Coaching Programme
For Nutrient Dense Life, I organized course drafts into a branded email sequence and configured the delivery workflow. The founder received a simpler enrolment step and guidance for maintaining the sequence.
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Organizing Funding Research for Business Planning
I researched funding opportunities for a communication consultancy and organized the findings by fit, timing and next steps. The deliverables included a decision dashboard, status tracker and formatted reference.
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Organizing Coaching Transcripts into a Searchable Reference
I consolidated coaching-call transcripts into a searchable Word document, giving the business one place to find and reuse its existing material. The work combined document organization with a reusable extraction workflow.
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Organizing Document Matches for Human Review
I built a tool to search a large document collection against a defined checklist and organize potential matches into a review dashboard. The output helped a person examine the evidence and prepare follow-up lists.
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Coordinating Student Onboarding Across Connected Tools
For Selling Circus, I connected the steps between a signed contract, student record creation, onboarding messages and an internal tracker. The workflow was designed to reduce repeated administration across the tools the team already used.
Read Case Study →What connects these projects.
Understanding the responsibility
I begin by understanding what needs to happen, who is involved and what a useful result would look like.
Following the details through
I pay attention to the connected steps: the document needed for a meeting, the approval holding up a task or the record that needs updating after a client interaction.
Combining business and technical skills
My administrative and operations experience helps me understand the work. My technical background helps me use and improve the tools supporting it.
Making the work easier to continue
I prepare the agreed records, instructions and handover materials so the people involved can understand what has been completed and what needs ongoing attention.
Tell me about the work you would like to hand over.
You may need help coordinating an executive's workload, documenting a process, organizing records or keeping a project moving. Tell me what you would like to hand over, who is involved and any important deadlines. We can discuss a scope that fits your needs.
Tell me about the support you need.
I can help with your inbox, calendar, documents, client coordination, CRM upkeep and the workflows behind them. Tell me what your team needs and I will take it from there.
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