Business Automation Expert - Making Your Everyday Tasks Easier You’re paying good money each month for different business tools, but are you getting the most out of them? Are you constantly wondering if you’re setting it up right or thinking there must be a better way to get something done? I help clients just like you tie these systems together to save you time, money, and headache. I’m here to help the small business owners (those with 1-15 employees) be more effective in how you operate, track, and manage your business. After 20+ years working in a variety of industries and many different types of businesses, I’ve learned a thing or two about how business works. I now help business owners and teams streamline and automate their processes to create information transparency throughout the business with workflows that eliminate the routine drudgery, freeing you up to focus on serving your customers. I can help you: Connect CRM to accounting What does this look like in real life? Here are a few projects I’ve completed for clients in just the past few months: Send applications or proposals for signature via DocuSign from Gmail (and tracked in CRM) I am a Keap Certified Partner, Infusionsoft Certified Partner, Zapier expert, Google Sheets pro, and can create custom javascript modules when needed. Let’s talk about your project today and take the first step toward making your life easier!