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Work type

Process Optimization & Automation

Streamlining and automating workflows to improve efficiency and reduce manual effort.

CategoryOperationsSkill levelEnterprise-Grade
Connected projects35
Clients17
Tools used with it4

Tools connected to this work

Zapier9Make.com16n8n0Miro8

Projects featuring this work

35 connected projects

Once Upon A Business

Proposal, Pitch Deck, & Portfolio Design & Development

Process Optimization & AutomationProposal & Deck DesignGraphic Design

Nov 2025 to Jan 2026

TokenQuest Technologies Inc.

HubSpot & GHL CRM System Implementation

Account ManagementCRM ImplementationProcess Optimization & Automation

Oct 2025 to Oct 2025

Titan Dumpster Rental

Business Infrastructure & Advisory

Process Optimization & AutomationBusiness Advisory

May 2025 to May 2025

fractl Inc.

CRM Infrastructure & System Implementation

Customer Journey DesignProcess Optimization & AutomationProcess Documentation

Nov 2024 to Jan 2025

fractl Inc.

Cost Proposal Quoting System Implementation

Change ManagementCPQ System ImplementationAccounts Payable & Receivable (AP/AR)

Nov 2024 to Jan 2025

fractl Inc.

Payroll & Accounting System Implementation

Payroll System ImplementationProcess Optimization & AutomationBookkeeping

Aug 2024 to Mar 2025

fractl Inc.

Project Management Infrastructure & System Implementation

Project Management System ImplementationProcess Optimization & AutomationChange Management

Jul 2024 to Dec 2024

fractl Inc.

Event Management Process & Automation

Process Optimization & AutomationProcess DocumentationProposal & Deck Design

Jul 2024 to Dec 2024

Koii Network

Project Management Implementation & Process Automation

Project Management System ImplementationProcess Optimization & AutomationAccount Management

Sep 2023 to Oct 2023

KaeRae Marketing

Lead Management & CRM Automation

Process Optimization & AutomationAccount Management

Jun 2023 to Nov 2023

Malleable Jewellers

Freshworks CRM System Implementation

CRM ImplementationE-CommerceProcess Optimization & Automation

Nov 2022 to Apr 2023

Edwards Mediation Academy

Mailchimp Support & Implementation

Email Marketing System ImplementationProcess Optimization & AutomationAccount Management

Oct 2022 to Apr 2023

Shields, Harper & Co

Full Operations & Sales Tech Stack System Implementation

CRM ImplementationCPQ System ImplementationProject Management System Implementation

May 2022 to Nov 2023

Shields, Harper & Co

Operations Assessment

Business AdvisoryProcess Optimization & AutomationProposal & Deck Design

Mar 2022 to Apr 2022

Jordan Creative

Teamwork Project Management System Implementation

Project Management System ImplementationProcess Optimization & Automation

Mar 2022 to Apr 2022

Jordan Creative

Fable CRM System Implementation

CRM ImplementationProcess Optimization & Automation

Mar 2022 to Apr 2022

CIT Clinics

HubSpot CRM System Implementation

CRM ImplementationProcess Optimization & AutomationAccount Management

Feb 2022 to May 2022

Flower Hire

HubSpot CRM Assessment & Implementation Strategy

CRM ImplementationProcess Optimization & AutomationProcess Documentation

Jan 2022 to Apr 2022

Malleable Jewellers

Project Management Integration & Automation

Project Management System ImplementationProcess Optimization & AutomationE-Commerce

Nov 2021 to Nov 2021

Measured Growth CPA

Operations Assessment

Business AdvisoryProcess Optimization & Automation

Oct 2021 to Nov 2021

Empower Potential Coaching

Operations Assessment

Business AdvisoryProcess Optimization & Automation

Sep 2021 to Oct 2021

KaeRae Marketing

Copper & GHL CRM System Implementation

CRM ImplementationProcess Optimization & AutomationAccount Management

Sep 2021 to Feb 2022

Canadian Parks And Wilderness Society Manitoba Chapter

ClickUp Project Management System Implementation

Project Management System ImplementationProcess Optimization & AutomationAccount Management

Aug 2021 to Nov 2021

Shift Management Inc.

Operations Assessment

Business AdvisoryProcess Optimization & Automation

Aug 2021 to Aug 2021

Q4 Quest

ClickUp Project Management System Implementation

Project Management System ImplementationProcess Optimization & Automation

Aug 2021 to Oct 2021

Inside Out Biz

Operations Assessment

Business AdvisoryProcess Optimization & Automation

Jun 2021 to Aug 2021

Lori Pedersen Home Staging & Design

Proposal Design, Project Management & CRM Implementation

CRM ImplementationProject Management System ImplementationProcess Optimization & Automation

May 2021 to Oct 2021

Lori Pedersen Home Staging & Design

Operations Assessment

Business AdvisoryProcess Optimization & Automation

May 2021 to May 2021

KaeRae Marketing

ClickUp Project Management System Implementation

Project Management System ImplementationProcess Optimization & AutomationProcess Documentation

Mar 2021 to Jul 2021

Lumminate Communications

ClickUp Project Management System Implementation

Project Management System ImplementationProcess Optimization & AutomationChange Management

Feb 2021 to Apr 2021

Carrie Addelstein

Automated Facebook Messenger Campaign

Outbound SalesProcess Optimization & AutomationAccount Management

Nov 2020 to Dec 2020

MIH Records

ClickUp Project Management System Implementation & Onboarding Proces

Project Management System ImplementationProcess Optimization & AutomationProcess Documentation

Sep 2020 to Nov 2020

MIH Records

Monday Project Management System Implementation

Project Management System ImplementationProcess Optimization & AutomationProcess Documentation

May 2020 to Jul 2020

MIH Records

Bitrix24 CRM Implementation & International Shipping Pipeline

Process DocumentationChange ManagementCRM Implementation

Sep 2019 to Dec 2019

Vivid Stones & Quartz

Inventory Management System Implementation

Process Optimization & Automation

Sep 2018 to Oct 2018

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