Works

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

Project highlights

  • AI-driven support agent: built an AI agent on GPT-4 that handles client inquiries, automates FAQ responses and escalates to a human when needed. Result: roughly 50% faster response times and more consistent follow-ups.
  • Google Forms to Sheets to HubSpot to Slack: automated data from form submissions into Google Sheets, synced contact records in HubSpot, and pushed real-time alerts to Slack. Result: no more manual data entry and real-time updates across teams.
  • HubSpot CRM overhaul: redesigned pipelines, properties and workflows, and automated lead routing, nurturing emails and reporting. Result: reclaimed 15+ hours a week for the sales team and clearer conversion tracking.
  • Client follow-up automation: deployed behaviour-based email sequences and reminders with Zapier and CRM logic. Result: around 30% better engagement and less manual follow-up.

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