Here’s a glimpse of how I help teams work smarter—not harder—by building clean systems, automation, and custom workflows that actually make life easier.
Custom CRM Builds
Built fully customized Monday.com CRM and operations hubs—yes, from scratch (and with love).
What I delivered:
I’ve designed and implemented end-to-end CRM and workflow systems in Monday.com for businesses in construction, beauty, and engineering—three very different worlds, one common goal: less chaos, more flow. Each setup was built from the ground up, tailored to how the business actually works (not how software thinks it should), and loaded with smart automations to eliminate repetitive tasks, reduce admin overload, and make teams wonder how they ever survived without it.
Because let’s be honest—manual data entry is no one’s love language.
Featured Clients:
Green Valley Contractors
Flawless Hair and Makeup
Industrial Data Management
These builds included:
Lead and sales funnel tracking
Proposal and estimate management
Service request forms with Calendly integration
Project and task boards for team collaboration
Customer and vendor databases
Invoicing, billing, and payment tracking
Internal support systems (IT requests, payroll, etc.)
Content planning and automated reminders.
These are contract Projects, included:
Custom theme setup and mobile optimization
Content layout and page structure
Embedded contact forms and booking tools
Blog, events, and donation features (where needed)
Basic SEO, social media integration, and training
Website Builds
Modern, responsive websites tailored to brand, purpose… and people who don’t like waiting for slow pages.
What I delivered:
From personal portfolios to service-based businesses and nonprofit passion projects, I’ve built custom WordPress websites that are clean, fast, and actually enjoyable to use. Each site is designed with the client’s goals front and center—whether that means converting leads, selling online products, sharing resources, or simply looking amazing without taking forever to load.
Because your website shouldn’t just sit there—it should work for you (and look good doing it).
Featured Clients:
Sunburn Schematics – Sunburn Schematics is specialize in delivering cutting-edge engineering solutions
Green Valley Contractors – General Contracting company providing Drywall Services
Project Karabaw – Nonprofit initiative and donation platform
XHT – Xtreme Home Transformation is one the leading and trusted home theatre online store in Vancouver Canada.
Advanced Excel/GSheet
Dashboards & Reporting
Transforming raw data into insights you can actually use.
What I delivered:
I build automated, user-friendly Excel dashboards for teams who want real-time insights into KPIs, trends, and performance—without drowning in tabs, filters, or formula-induced frustration. From sales tracking to project timelines to financial reports, I create smart tools that make your data work for you… not the other way around.
Because let’s face it—if your spreadsheet needs its own manual, it’s not helping anyone.
Used for:
✅ Sales & revenue reporting
✅ Project milestone tracking
✅ Staff productivity & KPIs
✅ Budgeting and forecasting
✅ Automated Site Take-offs Calculator
✅ Automated Site Estimate Calculator
✅ Automated Material Stocking calculator
These are contract Projects, included:
Advanced formulas (VLOOKUP, INDEX-MATCH, SUMIFS)
Pivot charts and slicers for interactive data filtering
Visual heatmaps for performance trends
Automated reports ready to print or share
VBA macros to automate repetitive tasks, from report generation to data cleanup
Custom layouts aligned with team goals and workflows
Key features included:
Custom object and field creation based on team needs
Record types, validation rules, and permission sets for streamlined data entry
Automated workflows and approval processes
Report folders and dashboards built for Sales, Ops, and Marketing
Lead and opportunity tracking tailored to unique sales pipelines
Scheduled reports and visual KPIs for performance monitoring
Data cleanup, deduplication, and process optimization
Salesforce Admin & Dashboarding
Streamlining CRM management and making data make sense.
What I delivered:
As a Salesforce Admin, I’ve turned confusing dashboards and clunky processes into clean, user-friendly systems that actually help people do their jobs—without needing a PhD in CRM. From behind-the-scenes configuration to front-end dashboards that make execs go “Ohhh, that’s what we needed,” I customize Salesforce to fit real business workflows (not just whatever came out of the box).
Because let’s be honest—if your CRM feels like a digital junk drawer, we’ve got some work to do.
Results:
✅ Improved data quality and user adoption
✅ Better forecasting and pipeline visibility
✅ Reduced time spent on manual reporting and tracking
Whether it’s setup, maintenance, or optimization—I’ve helped Salesforce work smarter for the teams using it
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Canva Graphic & Designs
Creating visuals that pop, communicate, and convert.
What I delivered:
As a Canva designer, I’ve transformed ideas into eye-catching, on-brand visuals that work across social media, websites, presentations, and marketing campaigns. I create designs that not only look good—but also tell your story, connect with your audience, and drive engagement. Whether it’s a quick-turn social post or a fully branded presentation, I bring creative consistency and clarity to every design.
Because let’s be honest—people do judge a book by its cover (and your graphics are the cover of your business).
Results:
✅ Elevated brand presence and recognition
✅ Increased audience engagement on social platforms
✅ Time saved with ready-to-use branded templates
✅ Clearer communication through visual storytelling
Whether it’s one-off designs or an entire visual identity package, I’ve helped businesses stand out—without spending hours wrestling with design software.
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Key features included:
Product branding: logos, labels, packaging, and brand identity kits
Social media graphics optimized for each platform
Presentation decks that impress (without overwhelming)
Marketing materials: flyers, brochures, posters, and more
Website graphics and banners for a cohesive brand look
Branded templates for teams to use with ease
Infographics to simplify and visualize complex information
Consistent application of brand colors, fonts, and tone
Key features included:
Centralized ticket intake via ClickUp Forms
Custom statuses for ticket stages (New, In Progress, Escalated, Closed)
Auto-assignment rules based on category or priority
SLAs and due date automations to keep teams on track
Linked sub-tasks for escalations, follow-ups, or internal action
Dashboards showing real-time ticket volumes, response times, and trends
Integration with Slack and email for instant updates
ClickUp Customer Support Ticketing System
Because “Did you see my email?” isn’t a support strategy.
What I delivered:
I designed and built a custom customer support ticketing system in ClickUp to bring structure, speed, and sanity to support teams. No more missed messages, forgotten follow-ups, or spreadsheet detective work—just clean workflows, clear priorities, and real-time visibility for everyone involved.
It helps teams track, resolve, and collaborate on incoming requests without the usual chaos—and yes, it even makes support feel kind of… organized.
Results:
✅ Reduced missed or delayed tickets
✅ Improved accountability and workload distribution
✅ Increased visibility for managers and faster resolution times
If your business ops are tangled, your systems are groaning, or your spreadsheets are crying— don’t worry, I fix the stuff that keeps you up at night.
Ready to clean up the chaos? Leave your email and let’s connect. I’m easy to schedule and happy to work around your time.
TASK LIZA 