I write educational and helpful articles that help founders, consultants, and service businesses run their companies more efficiently, manage clients, and organize workflows.
Client Operations & Client Experience(client onboarding processes, intake forms and welcome packets, service delivery workflows, managing active clients, client retention, offboarding processes, client portals, service expectations)
CRM & Lead Management(how businesses can utilize a CRM, tracking leads and prospects, follow-up systems, sales pipelines, managing discovery calls, customer records, contact databases, HubSpot,Dubsado, HoneyBook, Zoho, and Pipwdrive)
Project & Workflow Management(managing deadlines, team task coordination, workflow planning, content production pipelines, checklists and processes, task delegation, ClickUp, Asana, Notion, Trello, and Monday)
Billing, Invoicing, & Payment Processes( sending invoices, recurring billing, late payment handling, subscription payments, payment workflows, payment processors, Stripe, PayPal, Wave, and invoicing software)
Administrative Systems & Business Organization(document management, SOPs, file organization, internal processes, business documentation, record keeping, digital organization)
Scheduling, Communication & Meeting Coordination(business email management, client communications, appointment scheduling, calendar systems, meeting preparation, follow-ups, communication workflows, Calendy, Google Workspace, Zoom workflows)
The Finance and Business Operations Pathway 