Haleemat T

Sales Operations & Notion System Builder

Nvest Socials • Freelance

Oct 2025 - Oct 2025 • 0 mos

I helped a social media agency build a complete sales operations and outbound system from scratch combining CRM setup, automation, and Notion dashboard design to improve lead tracking and appointment booking. I created a custom outbound pipeline with integrated CRM and dialer tools, automated SMS and call logging, and built a Notion dashboard to track key metrics like daily dials, booked calls, show rates, and closed clients. I also developed a clear SOP and video walkthroughs to train their team and ensure smooth adoption. The system now allows their sales team to handle cold calling, appointment setting, and performance tracking in one streamlined workflow. This project strengthened my experience in Notion automation, CRM integration, and outbound sales system design for agencies.

Notion Workspace Rebuild – Marketing Agency

Infinite Legacy • Freelance

Aug 2025 - Aug 2025 • 0 mos

I rebuilt a Notion workspace for a 20-person marketing agency, transforming a cluttered setup into a clean, organized, and fully functional system. I conducted a discovery session to map team workflows, identified pain points, and designed a structure that supports clients, projects, and daily tasks across multiple teams. I created practical dashboards for each role, implemented task tracking and basic permissions, and provided documentation and a handover session to ensure the team could maintain the workspace efficiently. This project strengthened my expertise in Notion systems design, agency workflow optimization, and productivity management.

Notion SOP & Process Documentation Consultant

Litcessory • Freelance

Jun 2025 - Jul 2025 • 1 mo

I worked with Litcessory, a U.S.-based e-commerce brand, to design and implement a complete SOP system in Notion that standardized their operations across multiple departments. The goal was to replace scattered documents and inconsistent processes with one cohesive, scalable knowledge base. I audited their existing SOPs, identified gaps, and built a structured Notion framework using templates, linked databases, and documentation best practices. I also trained their internal team on maintaining and updating the SOPs for long-term efficiency. This project helped me deepen my expertise in Notion system design, process documentation, and operations consulting, creating organized, easy-to-navigate systems that keep teams aligned and productive.