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Consulting Services

With over a decade of experience in operations, administration, customer success, and education, I draw from a diversity of experiences when tackling new challenges. Over more than four years at Asana, I helped thousands of customers reorganize their processes, operations, and work, and built out a dozen education programs to help individuals and teams work better together.

As a personal productivity and organization nerd, I have developed hundreds of lists, project plans, and timelines for personal and professional organization. More than anything, I’ve learned there is no single solution that works best for everyone, and the best solution or system is the one that works well for you.

Today, I help businesses, teams, and individuals to re-think the way they work to find their own perfect solution. Below are some of the ways I can help you and your team, and I look forward to building better organization systems together.

 
 

List Review

Submit your list to get feedback, recommendations, and ideas for optimization. Your first list review is free, so send in yours today!


Custom Consulting

Are there other areas you need help?

We offer consulting in the following areas:

  • Brainstorming and prioritization exercises

  • Meeting facilitation

  • Goal setting and operational planning

  • Team building exercises

  • CS/Support org structures and strategy

  • Customer journey mapping

  • Voice of customer programs

  • Customer education development including webinars, on-demand courses, documentation, live training

  • Project and list management

    Fill out the form below to get started with a free introduction call.


Tool Implementation Support

Do you need help getting your team set up in Asana, Airtable, Trello, or another work or project management tool?

We offer basic and advanced implementation services in the tool of your choice, including an introduction meeting, discovery with key stakeholders, implementation proposal, implementation build out, and training for your team.

Fill out the form below to get started on a free introduction call.


 

Process Design

Is there unnecessary friction keeping you from getting more done? Do you feel like there is a better way to manage your team’s work?

We can help with process mapping and design of your existing and ideal workflows in key areas of your work.

Fill out the form below to get started with a free introduction call.