Smart Systems & Automation:
If your business is spending too much time on manual tasks and repetitive admin, I can help. I specialise in creating smart, simple systems that improve workflow, free up valuable team time, and ensure your customers are well taken care of every step of the way.
With tools like Trello and Zapier, I build automations that not only streamline internal processes but also enhance the customer experience – keeping people informed, supported, and engaged without your team needing to lift a finger.
Janine Tait Group – Therapist Onboarding
The Janine Tait Group’s therapist onboarding process used to be highly manual, with lots of back-and-forth emails, spreadsheets, and reminders. I designed and implemented a fully automated onboarding system using Trello, Zapier, and Outlook, transforming the experience for both the team and new clinics.
Clinics now receive a seamless, step-by-step experience that feels personal and easy to navigate, while the internal workload has dramatically reduced. The team frequently receives feedback about how easy and professional the onboarding process is. It's now a foolproof system they can rely on, without even thinking about it day-to-day.
Bay of Plenty Garden & Art Festival – Vendor Onboarding
The same system was adapted for the Bay of Plenty Garden and Art Festival to manage onboarding for artists, gardeners, and vendors. With hundreds of participants involved, it was previously a time-intensive task for multiple coordinators. The new setup changed the game, streamlining communication, automating follow-ups, and making life easier for everyone involved.
Final Thoughts
If you're ready to free up time, improve consistency, and create smoother customer experiences, I'd love to help design a smart system that works behind the scenes while you focus on the work you do best.
And it’s not just onboarding – we can automate lead capture, enquiry responses, content approvals, internal task tracking, client updates, event logistics, and more. If there’s a part of your workflow that feels clunky or time-consuming, get in touch – let’s see if we can fix it.