Sfoglia categorie
Esplora
Fiverr Pro
Italiano
$
USD
Teana Yap
@teanasoppro
I create SOPs and structured workflows from your videos and processes
Filippine
Inglese
Chi sono
I help businesses turn unclear tasks, recorded trainings, and messy workflows into structured, easy-to-follow documentation and organized processes.
My strength is execution. I take defined inputs such as Loom videos, process explanations, or task instructions and convert them into clear SOPs, checklists, and structured outputs using tools like Process.st, Asana, Trello, Google Docs, and Sheets.
I work best in environments where things need to be organized, simplified, and made repeatable. My focus is accuracy, clarity, and delivering outputs that teams can actually use without confusion.
Competenze
Teana Yap
offline •
Tempo di risposta medio: 1 ora
Consulta i miei servizi
Documenti modello e formattazione
I will turn your loom videos into clear sop documentation
Esperienza lavorativa
CRM & Operations Systems Specialist
Freelancing Career • Full time
Sep 2020 - Present • 5 yrs 8 mos
Responsible for maintaining data integrity and system alignment across CRM, billing, onboarding, and client access platforms to ensure operational accuracy throughout the client lifecycle. Audited and corrected CRM data including tagging, segmentation, and lifecycle status while ensuring alignment between CRM records, billing systems, and platform access. Resolved billing discrepancies such as duplicate charges, installment errors, failed transactions, and misapplied payments. Managed installment tracking, payment follow-ups, and client access updates to ensure billing and enrollment status remained accurate across systems. Built and maintained Process Street workflows with conditional logic for onboarding, billing validation, and exception handling scenarios. Maintained master billing and enrollment trackers, documented process updates, and identified operational inconsistencies affecting reporting, revenue tracking, and access control. Also supported onboarding and lifecycle operations by processing initial enrollment payments, verifying payment confirmations, coordinating renewal updates, tracking onboarding milestones, and assisting with post-onboarding system and branding updates. Key contributions included improving CRM and billing accuracy, reducing revenue leakage caused by system mismatches, strengthening reporting visibility, reducing manual corrections through workflow improvements, and supporting smoother onboarding and client lifecycle transitions.
