How I can help you

I specialize in optimizing operations for design and service firms. From refining workflows to enhancing client interactions, I focus on creating systems that support growth without compromising quality.

People I am looking for

- Clarify project phases - Audit workflows - Enhance client communication - Optimize team delegation - Develop SOPs - Streamline CRM - Implement lead tracking - Standardize client intake - Build referral systems - Support hiring alignment

Experience & Cases

- Luxury interior design firms - Global corporations (e.g., Visa, IBM) - Healthcare organizations (e.g., Kaiser Permanente) - Creative and service-based businesses - Government and policy sectors

- Transitioned design firm to complex projects - Optimized pharmaceutical company processes - Enhanced land development workflows - Improved law firm client systems - Trained global teams at Visa - Led healthcare strategy at Kaiser Permanente - Facilitated leadership programs at Salesforce - Influenced housing policy in Texas

How to contact

How I can help you

I help service businesses streamline client onboarding, project phases, team bandwidth, lead tracking, and referral systems. I also improve internal workflows, clarify roles, and set up tools like CRMs or trackers to support smooth, scalable operations.

People I am looking for

I work with founders, operators, and creative business owners who are scaling and need strategic support to streamline operations, client workflows, or team bandwidth. Ideal introductions include design firms, agencies, service-based startups, and fractional COOs.

Experience & Cases

Strategy & operations consultant with an MBA, trusted by global brands and boutique firms. I help service businesses scale with clarity—past work includes systems for law, design, pharma, land development, and strategic initiatives with Visa, Salesforce & Kaiser.

How to contact