Co-Founder And Firm Manager
CurrentDefine and implement key operations including systems, budgeting, and organizational strategy. Support clients through the sales, onboarding, and retention process.▪ Lead and facilitated the creation of a multi-year strategic plan by leveraging the Traction EOS model.▪ Implemented systems and operations including phone systems, marketing content, digital sales workflow,CRM, Quickbooks, information and security plan, key vendors, and other essential systems and processes.▪ Designed the client journey for onboarding to achieve a more complete and efficient implementationresulting in a better client experience.