Gary Lam Email & Phone Number

Seattle, Washington, United States

Seattle, Washington, United States

Managed the onboarding and offboarding process for a consulting company and law firm clients; ensured that clients had all the required materials throughout their engagement. Increased team efficiency by standardizing the client documents and record systems.Managed the CRM for all clients and ensured the contact records were accurate and required action items were addressed immediately.Maintained business project management software tasks were entered correctly and assigned to the correct team members.Created communication and project management templates to streamline the sales process.Created marketing automations for launch events, lead magnets, nurture sequences, and audience engagement surveys.Created automations in ActiveCampaign, Acuity, Airtable, Thrivecart, Zapier and to streamline the sales process and client experience.Created basic process maps to visually illustrate complex processes to clients. Cleaned and organized client data in preparation for deliverables analysis.Standardized contracts and business documents to be used in automations..Conducted strategic research to ensure software met the business requirements prior to purchasing.General Admins Tasks: Proofreading Emails and web pages, drafting client Emails, scheduling Google and Zoom meetings, scheduling Email campaign sequences, basic Wordpress and Elementor updates and maintenance.

Bellevue, Washington

Sole waiter and manager in a busy casual dining restaurant that often completed 30+ covers daily.Created rapport with customers using a positive attitude to provide a welcoming atmosphere to welcome their continued patronage.Resolved customer concerns when experiencing an influx of orders by directly communicating with the customers and the kitchen.Accommodated customer needs by promptly solving menu and restaurant related questions, allergy and dietary restrictions, and comfortability requests.