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Business BuddyBusiness Buddy

The work

Real businesses. Practical changes.

I help owner-run businesses organize their systems, keep up with customers, and improve how they're found online. Here are a few examples of that work.

Example projects

monday CRMZapier

Connected customer records

Customer information that moves with the work.

Business: Career coaching business

Problem: Client details were spread across spreadsheets, email, and a separate course platform.

What I did: I organized the records in Monday.com, migrated the customer information, and connected course purchases through Zapier. Training helped the business use the new setup.

Result: Customer information in one place, with fewer manual transfers.
Business systems & automation ↗
Premier Post Accents

E-commerce & Shopify

From local sales to an online storefront.

Business: Premier Post Accents · Custom home accessories

Problem: The business needed a way for customers beyond Rhode Island to browse and order.

What I did: I built a Shopify store with product and color choices, custom ordering, and handoff documentation.

Result: An online shop that can accept orders nationwide.
Visit Premier Post Accents ↗
Google Business Profile

Search & visibility

A stronger foundation for getting found.

Business: Specialty decal manufacturer

Problem: A reflective-decals business needed clearer online information and a search foundation.

What I did: I coordinated work with an SEO specialist on its positioning, listings, and Google Business Profile.

Result: A clearer online presence and groundwork for future search visibility.
Online presence & findability ↗
ActiveCampaign

Customer follow-up

Consistent follow-up without every message being manual.

Business: Career services company

Problem: Client communication depended on manually sending follow-up messages and remembering the next step.

What I did: I connected the CRM with ActiveCampaign and configured email sequences for onboarding, follow-up, and ongoing communication.

Result: Routine messages supported by a defined process, with less dependence on individual reminders.
Customer follow-up & handoffs ↗

What would make your business easier to run?

Tell me what’s getting in the way. We’ll use a free 30-minute call to understand the situation and discuss a useful next step.

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