Case Studies

CLIENT ONBOARDING

To streamline my client’s onboarding process, I manage tasks in ClickUp:

Client Details: My client tags me in a Google Sheet with the new client’s info. I duplicate and customize the onboarding template in ClickUp.
Welcome Email: I edit and send with relevant details.
Client Agreement: I update and share it via Dropbox.
Trello Board: I create and customize a Trello board for collaboration.
Zoom & Calendar: I set up recurring meetings and send invites.
Mailchimp: I tag the client for updates.

This ensures a seamless onboarding experience, freeing my client to focus on delivering value.

“ … The main feeling I get from working with Rosa is one of relief. It’s an enormous relief to delegate things to her because I know they will be done, on time, and well-executed. I also know that she’s not afraid to ask questions when she has them. And – has good professional boundaries!” – Barb

ORGANIZING WORKSHOP EVALUATIONS

I assisted a client in organizing evaluations from her transformative workshops, which empower domestic violence survivors. These workshops will be evaluated by PhD students to measure their impact. We scanned 20 years’ worth of evaluations, redacting sensitive information and organizing files by year, month, and type on a Dropbox-like platform. Despite the challenges, I created a systematic method for scanning and organizing, streamlining the process and making it more manageable for everyone involved.

”Woke up today SOOO grateful that we did all the scanning. It’s done! For now… but what a weight off my shoulders and what an opportunity to move my work forward.” – Susan

WEBSITE UPDATES

Every week, I update various WordPress websites for a talented web designer and developer. Initially, his instructions were detailed, with images guiding me through each step, which helped me understand his work. Over time, I became familiar with his diverse projects and clients’ needs, requiring less guidance. Now, he often forwards client emails to me, and I interpret their requests, creating my own instructions. This process bridges the gap between client needs, saving him time and allowing me to manage tasks more independently.

“Rosa has been integral in the ongoing success of my business. Her attention to detail and ability to take on complicated tasks intelligently and carefully have been invaluable. I cannot recommend her services enough!” – Michael

MANAGEMENT OF PODCAST CONTEST EMAILS DURING CLIENT’S VACATION

While my client was on vacation, I managed her podcast contest emails. I checked her inbox daily, verified that each entry met the contest criteria, and sent timely, personalized responses. If any information was missing, I promptly communicated with contestants to ensure they could still participate. Additionally, I tracked participant data in a Google Sheet for seamless organization. The contest ran smoothly in her absence.