VICEGERENT / BUSINESS OPERATIONS
Build the systems. Run the business.
Customer records, booking, and digital operations grounded in firsthand operating responsibility.
The problem
Customer information and scheduling were fragmented across spreadsheets and manual processes in a traditional custom-clothing business.
My contribution
I migrated customer records, connected booking to the CRM, rebuilt the website, and ran sales and daily operations solo for substantial parts of the year.
Decisions that mattered
- Use a practical Notion CRM with standardized customer fields and lifecycle stages.
- Connect Calendly bookings to the CRM through Zapier so customer context follows the appointment.
- Design workflows around real consultations, fittings, orders, and follow-through.
What changed
Migrated more than 750 client files. Recorded solo sales were approximately $57,600 across 36 clients during the 2022–2023 reporting period. Website engaged sessions increased from 1,878 to 3,281 in the recorded comparison.