Ops & CRM systems
I set up and maintain workflows in tools like Supermove, RingCentral, Salesforce, and Google Workspace. Leads, tags, and job stages move through a predictable pipeline instead of getting stuck in inboxes or lost in someone’s head.
Ops · CRM systems · Executive support · Xero & QBO certified
I run the back-end of your business so you don’t have to.
I help founders and teams by owning the “boring but critical” back-end of your business: CRM workflows, executive support, QA-driven reporting, and Xero/QuickBooks bookkeeping. As an operations and CRM systems specialist, I’ve worked my way from front line roles to the brain of the operation, so we get fewer dropped balls, cleaner data, and processes your team can actually follow.
What I actually do
I sit across ops, CRM, executive support, QA, and bookkeeping so you don’t have to juggle four different part-time hires.
Executive & admin support
I manage inboxes and calendars, keep documents organised in Google Workspace or Microsoft 365, do light research, and run contract workflows like DocuSign. Version control and follow-through are baked in so nothing quietly disappears.
Bookkeeping & finance ops support
I support Xero and QuickBooks Online with transaction coding, reconciliations, and invoice and payment tracking. I connect the accounting view with your time-tracking and scheduling system and handle invoice questions and simple disputes, so your accountant can stay focused on higher-level work.
If you want anonymised examples of this work in real teams:
View operations & CRM case studies ↗Who I work well with
I work best with teams that want clear ownership, documented workflows, and fewer surprises in the numbers.
Service businesses & online operators
Moving and logistics companies, agencies, BPO/outsourcing teams, and online businesses that want one person to own CRM hygiene, admin, and bookkeeping support, instead of bouncing work between multiple part-timers.
Founders and senior operators
Busy founders and managers who want fewer follow-ups, fewer “what happened here?” moments, and a single point of contact for ops, CRM, and finance workflows.
Request a systems & ops estimate
I don’t book free work. I start with a structured, no-commitment estimate so we both know what we’re getting into.
How this works
You fill in a short form with the basics: who you are, what you do, what tools you’re on, and what you want off your plate in the next 90 days. I review it and, if there’s a clear fit, I’ll come back with follow-up questions and a suggested first step, usually a scoped trial or systems audit.
Estimate form
Click the button below to open the intake form in a pop-out. It takes a few minutes and helps us avoid endless back-and-forth.