Nancy

Asana Specialist | Client Onboarding & Team Coordination

Asana

Aug 2026 - Aug 2026 • 0 mos

Recently, I helped a digital agency streamline its client onboarding process in Asana by creating structured onboarding workflows, assigning tasks to the right team members, and organizing client information in one place. The new system reduced onboarding delays by 49%, improved internal communication, and helped the team handle new clients more consistently.

Trello Workflow & Task Management Setup

Trello • Freelance

Aug 2026 - Aug 2026 • 0 mos

I worked with a client to transform their Trello workspace into a more practical system for managing daily operations. I organized boards and lists around their workflow, created structured cards with clear task details, and introduced a simple process for tracking work from start to completion. The setup made it easier to see priorities, assign responsibilities, monitor progress, and keep the team organized without unnecessary complexity.

Monday CRM Specialist | CRM Setup & Workflow Automation

monday.com

Jun 2026 - Jun 2026 • 0 mos

Recently, I helped a construction company centralize its projects, client management, and team workflows in Monday CRM. I structured the workspace to make project tracking easier, improved task visibility, and streamlined follow ups and team coordination. Within nine weeks, the company reduced missed deadlines by 58% and improved task completion by 46%.