📌 IMPORTANT NOTE

Implementation projects are on hiatus.
Why? Because Sara is working at a lower capacity postpartum!
In the meantime, see the new workflow-based offerings below.

BUSINESS WORKFLOW

IMPLEMENTATION

We can build the common business-critical workflows that service providers need to provide exceptional client experiences.

CONTACT SYNC FLOW

Wherever you gather contact info, we’ll bring it into one source-of-truth system (like your CRM or database) and ensure the data in your other tools matches (like your email marketing tool, accounting software, and more).

LEAD/OPPORTUNITY FLOWS

It’s automated, but it’s not robotic. It’s your writing, your personality, your brand, but at scale and on repeat, so no opportunity gets missed.

CLIENT ONBOARDING & OFFBOARDING FLOWS

Give every client a smooth experience with you, and save yourself time between steps. We can align your intake, contract, quote, meeting, and other project setup steps.

NOTE:

In order to integrate and automate your tools, we may need to leverage zapier (which has a free plan, but may require you to upgrade to pro @ $40CAD/mo)

MAKE TECH YOUR TEAMMATE

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MAKE TECH YOUR TEAMMATE 〰️

One sentence case studies

  • Fractional Marketing Campaigns Lead for a global alliance of enterprise technology companies (MACH Alliance) owning omnichannel campaigns for their annual conference, and digital experiences across the site. [18 months]

  • Building a beta space for a creative team of ~20 (for a government agency I cannot legally name) to manage internal requests, projects, team capacity, and report on results, all within one central project management space. [3 months]

  • Helping a drag queen booking service (Extragrams) migrate their manual event booking processes from separate tools into one centralized, automated space. [6 months]

  • Fractional Founding CMO to a now-defunct US software concept aimed at supporting small businesses with part of their government compliance. [3 months]

  • Helped a marketing agency (7Communications) select their first reporting tool for clients - then onboarded them and built 25 client reporting dashboards each with 10-20 report widgets. [4 weeks]

  • Designed a 19-step lead nurture journey for a SaaS company (SKED Social)[2 weeks]