Portfolio & Case Studies

As an experienced Executive Assistant (EA) and Operations Specialist, I help busy entrepreneurs, CEOs, and creative leaders streamline their business operations, manage priorities, and reclaim valuable time.

This portfolio highlights a selection of my case studies and sample work—from custom workspace builds to project management systems and executive support solutions. Each project demonstrates how I combine strategic thinking, organization, and technology to deliver measurable results.

Case Study:
Custom NotionOS for a Digital Marketing Agency

A Charlotte-based marketing agency struggled with scattered tools and inconsistent workflows. I designed a personalized Notion Operating System that centralized client management, SOPs, daily reporting, and project dashboards.

Case Study:
Playbooks for a Multi-Venture Businessman

Supporting a business leader with multiple ventures required creating clear playbooks for recurring processes. Using Dan Martell’s Playbook System as a foundation, I documented step-by-step workflows for operations, team communication, and project execution.

Case Study:
Calendar Management for Busy Executives

Managing multiple businesses and personal obligations meant executives often faced overlapping schedules and shifting priorities. I created optimized calendars with built-in buffers, travel time allowances, and priority tagging.

Case Study:
Automated Client Follow-Up for Pest Control Company

About

A pest control company needed to improve lead conversion and customer communication. I designed short- and long-term follow-up automation inside GoHighLevel (GHL), triggered by pipeline stages.

Result: Consistent, professional follow-up increased response rates, reduced missed opportunities, and kept the company top-of-mind with prospects.