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Our process begins with a thorough evaluation of your current operational tools—including task management systems like Trello, file organization platforms such as Dropbox, document generation tools like PandaDoc, and team communication workflows using tools like Microsoft Teams—through the lens of efficiency, usability, and alignment with your business goals. From platform recommendations and workflow design to automation setup and internal document development, our package provides the structure and support you need to streamline day-to-day operations and create a more organized, productive environment for your team.

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Our team has experience in Operations Management and can assist you with the following platforms:

Image by Alexander Krivitskiy

Project & Task Management

  • Trello – visual task tracking using boards and cards

  • Monday.com- Visual task tracking that is custom to each type of project

  • Airtable – database-style spreadsheets for project and content planning

Image by Sian Labay

Data & Reporting / Spreadsheet Tools

  • Google Sheets – spreadsheet tool for data tracking and analysis

  • Microsoft Excel – industry-standard spreadsheet software

  • Google Workspace – suite of productivity tools (Docs, Sheets, Slides, Gmail, etc.)

  • Microsoft Office – Word, Excel, PowerPoint, Outlook

  • Zoho – business software suite including CRM, analytics, and spreadsheets

File & Document Management

  • Dropbox – cloud-based file storage and sharing

  • Google Drive – file storage and sharing within Google Workspace

  • OneDrive – Microsoft’s cloud-based file management

  • MyFax / SR Fax – digital fax services for sending and receiving documents securely

  • HelloSign – electronic signature and document signing

  • Adobe (Acrobat) – viewing, editing, and signing PDFs

  • PandaDoc– document creation, tracking, and e-signatures

  • Docusign-cloud-based file storage and document generation

Communication & Collaboration

  • Slack – messaging platform for teams with integrations

  • Zoom – video conferencing and webinars

  • Microsoft Teams – messaging, video calls, and team collaboration

  • Loom – async video messaging for screen recording and communication

  • 1Password – secure password and login management

  • Calendly- scheduling tool

CRM & Customer Engagement

  • HubSpot – CRM, email marketing, and sales pipeline management

  • Typeform – interactive forms and surveys

  • Jotform – form builder for data collection

  • Zoho CRM – customizable CRM for sales and support

  • 17 Hats – small business CRM with contracts, invoicing, and workflows

  • Monday.com- for small to large businesses looking for a one-stop shop platform for project and client management

  • Clio.com- CRM developed specially for the legal field to help streamline your team and tasks

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