Startup Systems and Process Development● Created a templated, standardized process for making investment proposal packets for a real estate marketing team, increasing investor engagement rates by 20% within six months.● Delivered live training sessions to sales team on building client rapport, pro forma analysis, ARV calculations, and determining MAO estimates independently.● Developed internal calculation tools that automated pro forma, streamlining investment analysis and offer estimations. This tool reduced data input errors by 40% vs prior process, eliminated reliance on external subscription based tools, and saved teams an average of 12 hours weekly.● Instructed business owners on where to purchase web domains and how to correctly set DNS records. Educated them how to create an enterprise email address, why it’s important and the data supporting how it translates to email open-rates.Training for Marketing Teams and Executives● Provided education and ongoing training to small business owners and marketing teams across a variety of industries such as real estate, blue collar trades, entertainment venues and high-end hospitality, with an emphasis on how to create assets and set-up workflow automations.● Subjects covered:● Automating payroll and financial calculations with formulated Google/Excel sheets● Using Zapier to connect digital assets● CRM implementation● Social Media campaigns and content calendars● Website creation and sales funnel engineering● AI chat-bot integration● Purchasing a “target-market local” remote phone number● A2P 10DLC registration compliance● Missed call/auto response message sequence● Client feedback via forms and surveys● Using ATP’s keyword search volume data to understand target audience and write SEO copy● Prompting ChatGPT to create drip campaign templates● Leveraging Gamma AI to automate presentations● Cleaning and optimizing audio files using Adobe Podcast

● Managed client relationships, reached $4,000/month personal retail sales average, a 188% increase over previous individual retail sales records.● Implemented an employee onboarding and sales training program that improved new employee performance metrics by 30% within four months.● Enhanced service standards and client communication protocols, resulting in a significant increase of repeat customer bookings.