Cut Through the Business Clutter With Automated Systems
You started your business because you know your shit, not because you love mountains of admin work.
→ Feel like you’re just getting by, no matter how much you work? ←
→ Ready to throw your laptop against the wall rather than face the endless admin tasks waiting for you? ←
If this feels familiar, it’s time to cut through the clutter. I specialize in crafting customized solutions that automate and refine your business operations, so you can get back to doing what you love. Let’s get your business back to what it should be about—your passion, not your paperwork.
Who’s The Solutionista?
It’s me, Nicole! I’m the one you call to turn chaos into clarity. With over a decade in communications, operations and project management, I work with you to find solutions that genuinely help you simplify and automate your processes.
Whether you’re looking to fix up your operations, manage a project or need a dedicated VIP day to tackle tough challenges, I’m here to make it happen. Let’s get your business running smoothly with simplified and automated systems.
What does this even mean for your operations?
Streamlining, automation, operations, business systems…I know these sound like corporate jargon, and I’m sorry. It won’t happen again.
(Probably.)
Okay, but what do these really mean for you? Let’s look at some client examples.
Simple Form Transforms Bakery Order Management
WHO: Marietta is a baker who, besides making the most delicious cakes, takes orders by DM on social media. Occasionally she’d offer limited edition holiday specials.
PROBLEM: Marietta’s holiday specials always sold out, leaving her with the problem of tracking them all. She found it challenging to track the increased number of orders on top of her regular orders.
THE SOLUTION:
- Created a customized online form using jot form
- Added automatically generated payment plans, invoices and receipts
- Added an automated buyer journey with confirmation and reminder emails
THE RESULT: Marietta had a single spreadsheet that tracked orders and payments, which let her focus on baking and decorating orders her customers loved.
New customer and project database
WHO: Kat’s audio and live description company had her running in circles trying to keep track of projects, clients and contractors.
PROBLEM: Kat needed a project management system to track projects and the contractors working on them throughout each stage.
THE SOLUTION: Project Management System & Automation
- Designed a customized project management system in Airtable
- Automated deadlines, reminders and project detail updates
- Integrated Airtable with Slack for easy access notifications and project communication
THE RESULT: An integrated project management system that let Kat know when deadlines were coming up, who was working on a project and made updates to various project details with one click.
Unified Writing Hub for Streamlined Creativity
WHO: Alison is a business consultant with an incredible story to tell. She started writing it down in a Google doc, in her phone notes, in her email and anywhere else her ND brain could think of.
PROBLEM: Alison needed one place for all her thoughts, and she needed it organized in a way that made sense for the way she worked best.
THE SOLUTION: Streamlining
- Organized Google Drive folder and subfolders
- Moved all drafts to new folders
- Created a Trello board to host all resources, tasks and links to drafts
THE RESULT: A single place for Alison to find everything she needed to keep her writing project on track.
Optimized Data System
WHO: CDL Rapid Screening Consortium (CDL RSC), a remote non-profit, partnered with the Canadian government to facilitate a safe return to workplaces during the pandemic. It connected thousands of businesses with government agencies, ensuring rapid COVID screens and crucial data got to the right hands.
PROBLEM: CDL RSC relied on Airtable, but as the initiative exploded from 60 to over 2000 participants, automating and effectively linking data across multiple sources and organizations became crucial.
THE SOLUTION: Connected Business Systems
- Created links between different data sets connected to each organization
- Automated updates and progression through the onboarding steps
- Connected email to send automated reminders, questionnaires, confirmations and reports
THE RESULT: An optimized customer relationship management system allowed the entire team to stay on top of all details for each organization at a glance.
Not a Baker, Writer or NGO? No Problem.
There's still lots you can streamline (Ack! I did it again)
Automated Scheduling: Instead of a thousand back-and-forth emails to set up a meeting, what if you could send a link that lets others pick a time that works in your calendar and sends automated reminders?
Streamlined Communication: Ever get tired of searching through a mountain of emails for one piece of info? What if all your project details were organized in one place where your whole team could see updates in real time?
Automated Billing: Instead of creating and sending invoices manually each month, your system sends them out automatically and even follows up on late payments. Never forget an invoice again.
Task Management: Think about all the small, repetitive tasks you do every day. Instead of making a list after list, these tasks could run on autopilot, freeing you up to focus on bigger projects or your customers.
These are just a few ways I can help make your day-to-day life smoother and your business more efficient. Ready to stop sweating the small stuff and start focusing on what you love? Let’s chat.
Try a VIP Day to Power Your Business
Need focused time to sort out your business needs? My VIP Days are designed to offer targeted, high-impact solutions in operations and project management. Choose the package that’s right for you.
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