Website Design, Marketing & Digital Services Agency

Who is the Client?
A growing website design and digital marketing agency looking to improve client management, organize internal operations, and create scalable systems to support business growth and service delivery.

My Role:
Partnered with leadership to implement a CRM system, organize client workflows, and develop the operational processes needed to improve efficiency and create a more consistent client experience.

Objective:
Create organized client management systems and standardized workflows that would improve internal coordination, streamline daily operations, and support continued business growth.

Key Deliverables:
-Evaluated and implemented a CRM platform
-Organized client intake and onboarding processes
-Developed client tracking workflows
-Created internal Standard Operating Procedures (SOPs)
-Organized calendar and scheduling processes
-Built templates and documentation for recurring tasks
-Improved project organization and internal coordination
-Developed workflows to support consistent client service

Results:
-Successfully implemented a centralized CRM system
-Improved visibility into client projects and communications
-Streamlined client onboarding and tracking
-Increased consistency through documented operational processes
-Improved scheduling and internal team coordination