Portfolio

Selected work & organizational systems.

A small sample of administrative projects, automations, and the quiet systems behind calmer workdays.

Executive scheduling overhaul

Calendar System

Executive scheduling overhaul

Rebuilt a cluttered shared calendar into a tiered system of focus blocks, recurring meetings, and buffer time — saving the founder roughly 6 hours per week.

Client document library

File Organization

Client document library

Designed a Google Drive structure with naming conventions, access controls, and templated folders so every new client onboards in under 10 minutes.

Lead-to-CRM Zapier flow

Workflow Automation

Lead-to-CRM Zapier flow

Connected web forms to Airtable and Gmail through Zapier, automatically tagging, assigning, and replying to inbound leads within minutes.

Monthly operations dashboard

Data Tracking

Monthly operations dashboard

Created a single-tab spreadsheet pulling weekly metrics from multiple sources, replacing three separate manual reports.