
Steph
Simplifying your workflow, Amplifying success
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Esperienza lavorativa
Notion Systems & Workflow Automation Consultant (Nonprofit Operations)
Nonprofit Workflow Labs • Full time
Dec 2025 - Feb 2026 • 2 mos
Notion Systems & Workflow Automation Consultant (Nonprofit Operations) Key Achievements: 1. Refined and re-architected an existing nonprofit Notion workspace built around a master feeder database 2. Optimized database structure (relations, rollups, properties) to improve reporting clarity and scalability 3. Designed standardized templates for programs, grants, events, and communications 4. Built a structured navigation system to improve adoption for staff and leadership 5. Implemented lightweight automations using Make/Zapier to reduce manual admin work 6. Integrated Notion with Canva for streamlined design request and asset tracking workflows 7. Connected Google Workspace (Forms, Docs, Drive, Calendar) to Notion for operational efficiency 8. Reduced internal process friction and improved data consistency across departments
CRM & Workflow Automation Consultant – Monday.com Implementation for Real Estate Firm
Sarnia Real Estate • Part time
Sep 2024 - Oct 2024 • 1 mo
Led the end-to-end implementation of a customized Monday.com CRM and workflow automation system for a growing real estate agency. Transformed fragmented property tracking and client follow-up processes into a centralized, automated operations hub. Designed structured boards for property listings, transaction pipelines, and client management while integrating Zapier automations to eliminate manual reminders and repetitive admin tasks. Delivered hands-on team training and real-time implementation support to ensure smooth adoption and long-term system sustainability. The result was improved visibility across deals, faster follow-ups, enhanced collaboration, and increased operational efficiency, enabling agents to focus on revenue-generating activities. Designed and deployed a centralized CRM system managing 100% of property listings and client pipelines 1. Reduced manual follow-up tasks by implementing automated reminders and status updates via Zapier 2. Improved deal visibility and tracking across agents with structured workflow dashboards 3. Increased team coordination by consolidating communication and task tracking into one system 4. Delivered live onboarding training and documentation for seamless adoption 5. Created scalable system architecture to support future growth
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vincent_ray01
Cliente abituale

Svizzera
Great work by Steph. He quickly identified the root cause of the Meta Business verification issue and explained how it was affecting the WhatsApp API setup. Communication was clear throughout, and he handled everything efficiently without unnecessary back and forth. Everything is now working as expected....
Risposta del venditore
vincent_ray01
Cliente abituale

Svizzera
The entire process was seamless. Steph demonstrated exceptional professionalism and was very easy to work with. He was flexible with scheduling our consultation sessions and actively listened to our needs, translating our business requirements into the final Airtable dashboard design without any confusion....
Fino a 50 USD
$
5 giorni
Tempo

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marcrossi07
Cliente abituale

Stati Uniti
Steph is a highly reliable project manager. He impressed us by seamlessly transferring our CSV lead data directly onto our Monday.com board, which immediately boosted the efficiency of our support and training processes. His timely, clear communication and deep knowledge made the whole experience effortless. Working with him was a genuine pleasure
Risposta del venditore
marcrossi07
Cliente abituale

Stati Uniti
Working with Steph was a genuine pleasure. He immediately impressed us with his professionalism and expertise. He delivered a perfectly configured Monday CRM board setup that has streamlined our support and training processes. Steph is deeply knowledgeable, and his timely, clear communication made the...

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simach2

Stati Uniti
Great work, always ready to work and knowledgeable.

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