Operations & Executive Support

Executive support and operations run as a system of calendars, inboxes, SOPs and tracking, plus the automations that take the busywork off a leader's plate.

Role: Operations & executive support
Client: TY Consulting
Year: 2025
Tools: Notion, Google Workspace, Slack, HubSpot, Zapier

I help founders and executives reclaim their time and simplify how their business runs, through a mix of executive support and smart automation. When operations outgrow their processes, everything starts depending on one person's memory. I turn that into a system of calendars, inboxes, tracking and documentation that runs the same way every time.

Across five concurrent client workstreams I held 95% on-time task delivery and documented the processes, so a trusted right hand keeps the details moving and the day-to-day no longer depends on any one person.

What I do

I run the executive and operational layer, from calendar and inbox management to meeting coordination and follow-ups, and I write the SOPs, checklists and handover notes that keep it consistent.

What it covers

Email and inbox management for leadership
Calendar scheduling and meeting coordination
Travel planning and itineraries
Research and data gathering
Task and project tracking in Notion and Trello
Expense and budget tracking
SOPs, checklists and handover notes for repeatable execution

A closer look at the work

A few real examples from the executive support side, across the day-to-day areas I cover.

Next project

HubSpot Workflows & CRM Optimization