Projects
These are the list of some of my projects for the past few years
Monday.com setup
Role Title
One of my recent projects involved helping a client get their Monday.com CRM up and running from scratch. They were juggling spreadsheets and emails, and it was clear they needed a better way to manage leads, track client communication, and stay organized.
Setting Up the CRM
I started by learning about how their team worked what they needed to track, who needed access, and what processes were slowing them down. From there, I built a custom CRM inside Monday.com that:
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Made it easy to manage leads from first contact to closing.
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Included boards for onboarding, sales, and client management.
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Used custom fields and dashboards so the team could quickly see what needed attention.
The goal was to simplify, not overwhelm and the setup made their day-to-day a lot more manageable.
Monday.com Automation
Role Title
In this project, i was assign to set up the automation for monday.com, after setting it up, once everything was set up, I added automations to help the team work smarter. Things like:
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Automatically assigning leads to the right team member.
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Sending reminders when follow-ups were due.
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Updating statuses and sending notifications without anyone having to lift a finger.
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By the end of the project, the team wasn’t just organized—they were actually saving hours each week and felt more in control of their workflow.
Standard Operating Procedure (SOP)
Role Title
For this project, the client had great services and a strong team—but their processes lived in people’s heads or scattered notes. So I stepped in to help document everything in a way that was simple, consistent, and actually useful.
I started by:
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Interviewing team members to understand their day-to-day tasks.
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Mapping out workflows step by step.
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Identifying gaps, bottlenecks, or areas where things could be done more efficiently.​
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I turned all of that information into clean, organized SOPs that included:
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Step-by-step instructions for key tasks (with screenshots or checklists where needed).
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Clear roles and responsibilities so everyone knew who does what.
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Templates and guides to keep things consistent.
Not only did this help onboard new team members faster, but it also gave the entire team more confidence and clarity in their roles. Plus, it reduced the number of “how do I do this again?” messages floating around.
Lead Generation
Role Title
For this project, my client needed help attracting more of their ideal customers. I started by understanding their target audience, offers, and goals. From there, I created a lead generation system tailored to their brand. This included:
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Researching and identifying high-quality prospects.
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Building targeted outreach lists using platforms like LinkedIn, Apollo, and industry databases.
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Writing personalized messages and follow-up sequences that felt natural, not spammy.
It wasn’t just about volume, it was about value. The goal was to start real conversations, not just fill up a spreadsheet.
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To keep things running smoothly, I also helped set up tools and workflows that made lead gen more efficient. This involved:
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Using CRM tools (like Monday.com, HubSpot, or GoHighLevel) to track progress.
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Setting up basic automations to handle follow-ups and lead nurturing.
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Regularly reviewing results and tweaking the strategy to get better outcomes.
By the end of the project, the client had a steady stream of qualified leads and a system they could rely on, even after my work was done.
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Appointment Setting
Role Title
One of the ways I support clients is by making sure their calendars are working for them, not against them.
For example, I recently coordinated a product discussion meeting between a supplier and two potential distributors. Here's what I handled:
✔ Scheduling & Setup
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Organized a Google Meet appointment titled "Meeting to discuss products".
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Coordinated availability among multiple participants across different time zones.
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Ensured invites were sent out with the correct details, including meeting link, purpose, and reminder settings.
✔ Communication & Follow-Up
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Clearly outlined the meeting objective: “To further discuss Earth’s Creation wholesale goods available for distribution and purchasing.”
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Followed up with attendees who hadn’t responded to ensure attendance.
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Kept the calendar entry public and accessible for transparency and ease of coordination.
By taking care of the logistics, I helped ensure the meeting went ahead smoothly, freeing my client to focus on what matters: the conversation and the business deal.
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Calendar Management
Role Title
I managed a weekly calendar for a CEO by time-blocking deep work, team syncs, client calls, and admin tasks using Google Calendar. I integrated Calendly with smart availability rules and buffer times to streamline bookings. This setup created a focused, balanced schedule with clear priorities and fewer disruptions.
Email Management
Role Title
Organized and managed a busy CEO's inbox by creating custom labels such as Priorities, Invoices, Flights, and Newsletters for efficient sorting. Implemented Gmail filters to auto-label incoming messages and reduce clutter. Sent daily email summaries to keep the CEO informed of urgent messages, pending actions, and upcoming deadlines—resulting in a cleaner, more actionable inbox.
