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. I focus on practical solutions that save time, reduce stress, and keep everything running smoothly.
Custom CRM Builds
Built fully customized Monday.com CRM and operations hubs—yes, from scratch (and with love).
Client: Small business owner (Service-based business)
Challenge:
The client was overwhelmed managing daily operations, with no clear systems in place. Tasks were scattered, deadlines were missed, and everything depended on manual follow-ups.
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
🛠 Tools Used
Monday.com • Calendly • Google Workspace • Zapier • Pandadoc • Quo
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.
Client: Service-based businesses, nonprofits, and personal brands
Challenge:
Outdated or slow websites that didn’t convert visitors into leads or reflect the brand properly.
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.
🛠 Tools Used
WordPress • Elementor / Page Builders • WooCommerce • SEO plugins • Booking & form integrations
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.
E&B Handy Services – E&B Handy Services provides a wide range of reliable home and business repair solutions.
Advanced Excel/GSheet
Dashboards & Reporting
Transforming raw data into insights you can actually use.
Client: Businesses needing reporting, tracking, and data visibility
Challenge:
Messy spreadsheets, manual reporting, and no clear insights—making it hard to track performance and make decisions.
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
🛠 Tools Used
Excel • Google Sheets • VBA Macros • Advanced Formulas • Pivot Tables
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
Client: Sales-driven teams and growing businesses
Challenge:
Cluttered CRM, inconsistent data, and complex dashboards—making it hard to track pipeline, performance, and forecasts.
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
🛠 Tools Used
Salesforce • Custom Objects • Reports & Dashboards • Workflow Automation
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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Power Platform Solutions & Business Automation
Transforming data, processes, and workflows into smart, connected solutions.
Client: Businesses needing workflow automation and connected systems
Challenge:
Manual processes, disconnected tools, and lack of real-time data—leading to inefficiencies and slow operations.
What I delivered:
I design end-to-end business solutions using the Microsoft Power Platform—connecting data, automating processes, and building intuitive apps that teams actually use. From real-time dashboards in Power BI to workflow automation with Power Automate, I create systems that eliminate manual work, improve visibility, and streamline operations.
Whether it’s capturing data through Microsoft Forms, building custom apps in Power Apps, or automating approvals and reporting, I ensure everything works together seamlessly—so your tools support your workflow, not slow it down.
Because let’s face it—if your processes rely on manual updates, emails, and spreadsheets stitched together… there’s a better way.
Used for:
✅ Real-time KPI dashboards & reporting (Power BI)
✅ Automated approval workflows & notifications
✅ Data collection & form-based processes
✅ Custom internal tools & business apps
✅ Process optimization & task automation
✅ Integration across Microsoft 365 (Teams, SharePoint, Outlook)
✅ Reducing manual data entry & human error
These are contract Projects, included:
Interactive dashboards (Power BI) with drilldowns, filters, and performance tracking
Automated workflows (Power Automate) for approvals, alerts, and data syncing
Custom apps (Power Apps) tailored to business processes and user needs
Data capture solutions (MS Forms) integrated with reporting and automation
System integrations connecting multiple platforms into one workflow
Scalable solutions designed to grow with business requirements
🛠 Tools Used
Power BI • Power Automate • Power Apps • Microsoft Forms • Karbon • Zapier
Zapier Automation & Workflow Integration
Connecting your tools and automating workflows—so your business runs itself.
What I delivered:
I build powerful, no-code automation systems using Zapier to connect your apps, eliminate repetitive tasks, and streamline your operations. From lead capture and CRM updates to notifications, reporting, and data syncing—I create workflows that run quietly in the background, saving time and reducing errors.
Whether it’s linking tools like Google Sheets, Slack, Gmail, HubSpot, or Airtable, or setting up multi-step automations, I design solutions that ensure your processes flow smoothly without manual intervention.
Because let’s face it—if you’re copying and pasting data between apps… you’re doing work your system should be doing for you.
Used for:
✅ Lead capture & CRM automation
✅ Automated email notifications & follow-ups
✅ Data syncing across platforms
✅ Task & project automation
✅ Form submissions → workflows
✅ Reporting & data logging
✅ Reducing manual admin work
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These are contract projects, included:
Multi-step Zaps for complex workflows and business logic
App integrations across 5,000+ platforms
Conditional logic & filters for smarter automation
Scheduled & event-based triggers
Error handling & workflow optimization
Custom automation setups tailored to business needs
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
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
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 