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QueConsults
@dequeasagrant1
AI Prompt Consultant: Workflows for Business Professionals
Stati Uniti
Inglese
Chi sono
I help business professionals, teams, and solo operators use AI tools — ChatGPT, Claude, and Perplexity — in ways that actually save time and produce real results.
.What I deliver:
✔ Custom prompt libraries tailored to your role or team
✔ AI workflow builds for emails, reports, research, and client communications
✔ AI tool audits — where can AI save your team the most time?
✔ Training sessions and written SOPs your team can use independently
✔ Salesforce + AI workflow guidance for CRM-heavy environments
Clear communicator, fast turnaround, zero jargon. Available evenings and weekends ET.
Competenze
QueConsults
offline •
Consulta i miei servizi
Blog e suggerimenti per i contenuti
I will create a custom ai prompt library for your business
Esperienza lavorativa
Prudential
Full time • 4 yrs 2 mos
Salesforce Administrator
Sep 2025 - Present • 11 mos
I'm a Salesforce Administrator with hands-on experience building the tools that sales teams and account managers rely on every day — dashboards, reports, list views, and the data structures that keep everything running cleanly behind the scenes. My day-to-day work spans the full scope of Salesforce administration: designing and maintaining analytical dashboards and reports that give leadership real-time visibility, building custom list views that surface the right data for the right people, enforcing data integrity across complex datasets, and managing the business workflows and conditional logic rules that keep operations moving without errors. I also support end users directly — training team members, troubleshooting system behavior, and making sure every person using the org actually knows how to use it well. Beyond Salesforce, I bring tools that most admins don't: → Jira for project tracking and operational request triage → Microsoft Copilot for data synthesis, prompt execution, and workflow optimization → A sharp eye for auditing output accuracy and enforcing strict logic constraints across systems
Internal Wholesaler
May 2022 - Aug 2025 • 3 yrs 3 mos
Utilized CRM systems and sales tools to meticulously track client interactions, manage leads, and analyze sales performance. Foster relationships with financial advisors, significantly increasing shareholder engagement and driving substantial growth in investment inquiries. Partner with external wholesalers to develop compelling investor presentations and reports, enhancing client communication and investment interest. Utilize CRM systems and sales tools to meticulously track client interactions, manage leads, and analyze sales performance metrics. Conduct regular client check-ins, delivering comprehensive economic outlooks and product updates while identifying growth opportunities. Analyze market trends and investor feedback to guide strategic decisions, resulting in enhanced fund performance and increased shareholder value. I come from a financial services background, supporting external wholesalers and account managers in a compliance-aware environment. I hold Series 7 and Series 63, so I understand the stakes of clean, accurate data in regulated settings.
