Goal

Create a centralized digital workspace unifying all projects, recurring tasks, SOPs, and reference materials across multiple businesses under one holding company — a single source of truth for documentation, templates, digital assets, and operational tools, including calendar and inbox management.

My Role

• Organized and centralized 100+ documents and digital assets
• Created 10+ SOPs and automations
• Integrated calendar and inbox management tools to support executive operations
• Designed a custom Task & Project Management Database with filtered views by status, business unit, priority, and due date, synced with the team calendar

Deliverables

• Fully structured Notion workspaces for the holding company and each portfolio business
• Master Task Management System, SOP Library, and Meetings Database
• Organized file system in Dropbox
• Automations & integrations via Zapier

Results

• A single, centralized hub for all essential information across the organization
• Improved task delegation through greater visibility, ownership, and accountability
• Marked reduction in turnaround times for recurring and cross-functional tasks
• Significant increase in task completion rates and elimination of key workflow bottlenecks

Goal

Get all managed properties to consistently achieve a 5-star Airbnb rating by moving from reactive to proactive operations — keeping guests happy, property managers unblocked, and nothing (like bills or issues) falling through the cracks, with better expense tracking and profit forecasting.

My Role

• Prepared a Job Brief defining the goal, problem, timeline, and required skills
• Prepared a full Job Description (responsibilities, day-to-day, requirements, benefits, application process)
• Built an Application Form & Applicant Tracking system in Notion
• Prepared interview questions and led candidate interviews
• Designed paid trial task options and onboarded the selected candidate

Deliverables

• Job Brief, public Job Description, Application Form
• Bank of interview questions and paid trial tasks
• Applicants Tracker
• Onboarding flow, checklists, and materials

Results

• Identified the right candidate and ran interviews professionally and fairly
• Templates and materials are now reused to recruit for other roles across the company

Goal

Centralize all meeting notes across multiple businesses so every meeting was properly debriefed, action items captured, and follow-ups scheduled — plus analyze how the executive's time was allocated across his businesses each week.

My Role

• Built a centralized Meeting Notes Database in Notion
• Created Zapier automations syncing Fathom (recordings & summaries) with Notion
• Integrated Clay for participant tracking, Notion Calendar for follow-ups, and the Master Task Database for action items
• Developed an SOP for the full meeting debrief process
• Designed a custom analytics dashboard tracking weekly executive time allocation by business

Results

• No follow-ups or action items missed — every outcome logged and tracked
• Meetings consistently debriefed and documented, improving team alignment
• Clear visibility into time allocation, enabling better strategic prioritization
• Automations reduced manual effort across the system

Goal

Fully map the NGO's core program delivery — from the Interest Form application through First Day of Orientation for accepted applicants — identifying decisions, timing, ownership, communication channels, and automation opportunities, to support the Salesforce Consultant's CRM implementation.

My Role

• Interviewed program team members to capture each piece of the process
• Designed and built the workflow in Mermaid AI and Whimsical
• Liaised with the Salesforce Consultant and program team to align on a useful shared version
• Reviewed the workflow to identify automation opportunities throughout

Deliverables

• Fully mapped workflow (Whimsical + shareable JPG/PNG)
• Loom walkthrough explaining the workflow section by section
• One-pager on optimization & automation opportunities with trade-offs

Results

• A fully shareable workflow for the NGO's core program
• At least 3 optimization/automation opportunities identified, inside and outside Salesforce

Goal

Improve operations — especially service-delivery operations — by establishing an effective, sustainable operating rhythm, including a Scorecard tracking metrics like oldest job in the shop, $ invoiced, and new leads, and running weekly L10 meetings.

My Role

• Co-developed the Scorecard metrics
• Built the Scorecard in Google Sheets and tracked it week to week
• Prepared and ran the first L10 meetings

Results

• Considerable improvement in the metrics being tracked
• Effective meetings run using the L10 framework

Goal

Plan, organize, and execute a one-day in-person event for the Dominion Groups community — two locations, meals included, branded merchandise, and content captured to share with participants and across socials.

My Role

• Managed all communications with participants and the facilitator
• Coordinated venue and transportation logistics across two locations
• Coordinated menus and beverages, sourced branded merchandise and gifts
• Coordinated with a videographer to capture the event
• Drafted, reviewed, and printed the agenda and run of show

Results

• Very positive feedback from all participants
• Facilitator praised the planning and execution, and asked to work together again
• Event footage became useful branding and social media content