Workflow & Client Operations Support for Small Professional Firms
I help service-based businesses streamline client communication, reduce workflow bottlenecks, and keep projects and engagements moving so you can stay focused on the work only you can do.
Maybe this feels familiar:
- New client onboarding takes longer than it should
- You end up sending the same emails and reminders again and again
- Projects or cases occasionally stall waiting on information or next steps
- Scheduling and coordination quietly take up more time than you expected
- Important details end up spread across emails, notes, and different systems
You’re great at the work itself — the client-facing expertise part comes naturally.
It’s everything around the work that gets heavy.
That’s simply because the business side requires a different kind of structure and follow-through.
And that’s where I come in.
How I Support Your Workflow
Client Intake & Onboarding
- Standardized intake forms and welcome communication
- Clear data and document gathering processes
- Organized client or project setup from day one
Document & Information Coordination
- Requesting and tracking required materials
- Organizing files and structuring shared folders
- Preparing draft packets or materials from templates
Scheduling and Client Communication
- Calendar coordination across multiple parties
- Client reminders and follow-through messaging
- Communication handled in your brand’s voice and tone
Workflow & Pipeline Management
- Tracking each client/project from start to finish
- Weekly progress updates and visibility reporting
- Proactive identification of delays or stalls
Systems & Automation Setup
- CRM organization and cleanup
- Automated intake and follow-up sequences
- Repeatable workflows that reduce busywork
Who I Support
I work with small professional firms and service-based businesses that rely on ongoing client and/or project workflows, including:
- Consulting practices
- Planning and advisory firms
- Boutique service firms
- Solo and independent professionals
If your work depends on clients completing steps, sharing information, attending meetings, or moving through a structured process, I support the systems and communication that keep everything moving consistently.
You focus on the work only you can do.
I help make the rest feel easier.
Make your workflow easier to manage.
Let’s create clarity, consistency, and steady progress together.