A lifestyle brand with a growing Instagram and Facebook following needed help planning, scheduling, and posting content consistently. Their team struggled to maintain a regular posting schedule while managing other business priorities.

Objectives:
• Plan a 30-day social media calendar.
• Ensure posts went out consistently without manual daily intervention.
• Coordinate with designers and copywriters for content delivery.

Actions Taken:
1. Content Calendar: Built a monthly posting plan in Google Sheets, including captions, hashtags, and image references.
2. Scheduling Tools: Set up Buffer to automate posting to Instagram and Facebook at optimal times.
3. Team Coordination: Created a shared Google Drive folder for content assets with clear naming conventions.
4. Engagement Monitoring: Tracked engagement metrics weekly to identify high-performing post types.
5. Optimization: Adjusted posting schedule based on audience insights to increase reach.

Results:
• Achieved 100% posting consistency for 3 consecutive months.
• Increased average engagement rate by 25%.
• Freed the client from daily posting tasks, allowing more time for brand partnerships.

Tools Used: Buffer, Google Sheets, Google Drive, Meta Business Suite.

A real estate consultant needed someone to handle property market research, compile investment reports, and prepare presentation materials for high-net-worth clients.

Objectives:
• Gather up-to-date property market data.
• Create clear, visually appealing client reports.
• Reduce the consultant’s time spent on research.

Actions Taken:
1. Data Collection: Used multiple sources (real estate listings, government databases, market trend reports) to gather relevant stats.
2. Report Design: Created a consistent report template in Google Docs, including charts, key metrics, and expert commentary.
3. Data Verification: Cross-checked all figures for accuracy before submission.
4. Presentation Support: Designed slide decks summarizing findings for client pitches.
5. Ongoing Updates: Maintained a weekly property trend tracker to inform quick decision-making.

Results:
• Reduced research time from 8 hours to 2 hours per report.
• Helped secure 2 major client deals with well-prepared investment decks.
• Improved client trust through consistently accurate data.

Tools Used: Google Docs, Google Slides, Canva, Excel.

A digital marketing agency was struggling with inconsistent onboarding for new clients. The process involved multiple emails, document requests, and project briefings , often leading to delays before work could begin.

Objectives:
• Streamline client onboarding to ensure a consistent, professional experience.
• Centralize client data and communication history in a CRM.
• Reduce onboarding time from weeks to days.

Actions Taken:
1. Workflow Mapping: Outlined each step of the onboarding journey, from signed contract to first project milestone.
2. Client Portal: Set up a Google Drive shared folder with welcome packets, questionnaires, and reference materials.
3. CRM Setup: Implemented HubSpot CRM to store client details, communication logs, and project notes.
4. Automation: Created email sequences to send welcome messages, document requests, and reminders.
5. Status Tracking: Designed a Trello board to visualize each client’s progress through onboarding.

Results:
• Cut onboarding time from 2 weeks to 3 days.
• Improved first-project delivery time by 40%.
• Increased client satisfaction scores in post-onboarding surveys.

Tools Used: HubSpot CRM, Google Drive, Trello, Gmail Templates.

An e-commerce entrepreneur needed help managing order records, updating product listings, and keeping supplier information up-to-date. Manual data entry was taking up valuable hours that could be better spent on marketing and business growth.

Objectives:
• Handle daily order and inventory updates.
• Maintain an accurate supplier and product database.
• Reduce manual work through spreadsheet automation.

Actions Taken:
1. Data Entry System: Created a master spreadsheet that tracked order dates, fulfillment status, customer details, and payment confirmations.
2. Product Update Process: Standardized the process of adding and editing product descriptions, images, and pricing.
3. Supplier Records: Built a contact directory for all suppliers, including lead times, MOQ (minimum order quantity), and preferred communication channels.
4. Automation: Used Google Sheets formulas and conditional formatting to flag low-stock items.
5. Weekly Reporting: Compiled and sent a weekly performance summary, including sales trends and stock warnings.

Results:
• Eliminated stock-outs by 90% with proactive low-stock alerts.
• Saved the client 10 hours/week on admin tasks.
• Improved accuracy of order data by implementing double-check protocols.

Tools Used: Google Sheets, Shopify, Dropbox, Slack.

A business coach running multiple programs and events approached me with a growing challenge, her calendar was overbooked, meetings often overlapped, and important emails were getting buried under dozens of daily messages. She needed someone to not only manage her schedule but also create a streamlined system to ensure she could focus on clients without worrying about logistics.

Objectives:
• Organize and optimize her calendar for efficient time allocation.
• Implement a reliable system to prioritize and manage emails.
• Reduce missed meetings and response delays.

Actions Taken:
1. Audit & Planning: Conducted an in-depth review of her existing schedule, identifying recurring appointments, high-priority engagements, and low-value time blocks that could be delegated or removed.
2. Calendar Setup: Migrated her scheduling into Google Calendar with integrated booking links (Calendly), applying color-coding for different types of appointments (client calls, team meetings, personal events).
3. Buffer Times: Built buffer zones between meetings to prevent back-to-back overload and ensure prep/recovery time.
4. Inbox System: Created Gmail labels and filters to automatically categorize incoming emails into Urgent, Clients, Opportunities, and General.
5. Response Workflow: Drafted templates for common replies to speed up her email response time.
6. Daily Briefings: Sent her a morning email summary highlighting the day’s key meetings, travel time, and pending urgent emails.

Results:
• Reduced meeting conflicts by 100% within the first month.
• Cut email backlog by 70% through systematic categorization.
• Improved client satisfaction as all urgent inquiries were answered within 24 hours.

Tools Used: Google Calendar, Calendly, Gmail Filters, Google Workspace, Trello (for task tracking).