Operational
Success Stories
Admin work is often invisible; until it goes wrong. Here is how I turn chaos into calm, measurable efficiency for my clients.
The Executive Inbox Reset
Client was spending 3 hours daily on email, missing critical investor communications amidst 5,000+ unread messages.
Implemented 'Inbox Zero' methodology. Created a triage system with automated filtering for newsletters and receipts. Established a 'Daily Briefing' folder for priority items requiring immediate decision.
Key Results
- Inbox reduced to 0 every evening
- Recovered 12+ hours of focus time per week
- Zero missed investor deadlines in 12 months
Global Seminar Logistics
Coordinating a 5-city European seminar series for 3 senior partners. Previous trips resulted in booking errors, missed transfers, and fragmented expense reporting.
Designed a master 'Trip Architecture' document. Centralised all bookings into a live itinerary app. Created a proactive contingency plan for strikes and delays.
Key Results
- Seamless execution of 15 flights and 12 hotel stays
- Reduced travel spend by 18% through early booking
- Partners reported 'lowest stress trip in years'
CRM Migration & Cleanup
Client data was scattered across 3 different spreadhseets and a legacy CRM. Duplicate entries and missing contact info were costing sales opportunities.
Audited 2,000+ data points. De-duplicated and standardised all entries. Migrated clean data to Hubspot and set up automated data-entry validation rules.
Key Results
- 99% Data Accuracy achieved
- Sales team efficiency increased by 25%
- Automated weekly reporting installed
Startup Operational Launch
Founders were overwhelmed by admin compliance, insurance, and onboarding new staff while trying to build their product.
Built a 'Company OS' in Notion. Templated employment contracts, set up payroll systems, and created a self-serve employee handbook.
Key Results
- Onboarding time reduced from 5 days to 4 hours
- Full compliance with local employment laws
- Founders successfully raised Seed Round
Cgh Joinery Branding
A local joinery business needed to professionalise their brand to compete with larger firms and attract high-value clients.
Designed a complete suite of marketing collateral including flyers and social media assets. Established a consistent, premium brand identity.
Key Results
- Professional brand identity established
- Increased engagement on social media
- Consistent marketing across all channels
Business System Build
A thriving arborist company struggled with operational chaos, lacking formal processes for client communication and safety protocols.
Mapped the entire client lifecycle and created a full suite of branded documentation including Method Statements and GDPR policies.
Key Results
- Full operational system build
- Standardised client journey
- Professionalised brand touchpoints
Document Automation
Client was manually converting Google Docs to PDFs one-by-one, leading to version control errors and administrative bottlenecks.
Developed a custom Google Apps Script to automatically convert, rename, and file PDFs instantly upon trigger.
Key Results
- 100% accuracy in file conversions
- Eliminated manual data entry
- Zero delays in sending contracts
Lead Generation System
Client struggled with a 'feast or famine' work cycle due to ad-hoc and inconsistent prospecting efforts.
Implemented a systematic lead generation workflow, defining ideal customer profiles and automating outreach tracking.
Key Results
- 40+ Qualified Leads generated per month
- 8+ Hours saved weekly on manual prospecting
- Predictable sales pipeline established
Intelligent Lead Gen
Agency wasted hours manually searching for leads without knowing if they actually needed services.
Engineered a Ruby on Rails scraper to identify businesses with specific technical issues (No website, Invalid SSL, Slow Load).
Key Results
- Generated High-Intent Leads
- Targeted Pitching using Data
- Zero Admin Time required
See the Difference Structure Makes?
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