Juliet N

Business Operations System Setup

Nova Clinic • Freelance

Dec 2025 - Mar 2026 • 3 mos

Designed and organized business operations systems to help clients manage tasks, workflows, client communication, and day-to-day processes more efficiently. Built simple and practical setups using tools like Notion & Airtable, to improve team coordination, reduce overwhelm, and create smoother operations. Supported businesses with task tracking, workflow organization, client management, and admin structure for better productivity and growth. Notion Expert, Notion Consultant, Notion Specialist, Notion Developer, Notion Builder, Notion Workspace Setup, Notion Workspace Design, Notion Workspace Optimization, Notion Dashboard, Notion Dashboard Setup, Notion Template, Notion Template Designer, Custom Notion Templates, Notion Database, Database Design, Notion CRM, Notion CRM Setup, Notion CRM Expert, Notion Project Management, Notion Task Management, Notion Business Operating System, Notion Business System, Notion Operating System, Notion Workflow Automation, Notion Automation, Notion Systems Architect, Notion Internal Wiki, SOP Library, Knowledge Base, Client Portal, Client Onboarding System, Team Workspace, Content Calendar, Marketing Dashboard, Sales Pipeline, Lead Tracking, KPI Dashboard, OKR Dashboard, Workflow Optimization, Process Documentation, Business Operations, Project Workflows, Team Collaboration, Data Management, Data Migration, Relations and Rollups, Advanced Notion Databases, Notion Formula, Workspace Cleanup, Notion Revamp, Workspace Audit, Productivity System, Second Brain, Company Wiki, Notion for Agencies, Notion for Coaches, Notion for Startups, Notion for Service Businesses, Notion Admin Support, Digital Project Management, CRM Automation, Process Automation, Make.com Automation, Zapier Automation, Airtable to Notion, ClickUp to Notion, Trello to Notion, Google Sheets to Notion.

Notion Operating System & Workflow Automation Specialist

Business Operations Team • Freelance

Apr 2025 - Jun 2025 • 2 mos

Designed and implemented an EOS-inspired business operating system inside Notion to help a growing company organize workflows across multiple departments. The project focused on restructuring the existing workspace, implementing best practices for project management, and introducing automation to improve operational efficiency. Key contributions included: • Designing a centralized Notion operating system aligned with EOS workflow principles • Creating structured databases for projects, tasks, team responsibilities, and goals • Implementing multi-department workflows to coordinate operations across teams • Organizing dashboards for leadership visibility and team collaboration • Introducing workflow automation to reduce manual tracking and improve task management • Establishing best practices for workspace structure, documentation, and data organization • Conducting a live training session for the team to ensure successful adoption of the new system The final system provided the company with a scalable operational framework that improved project visibility, task accountability, and cross-team collaboration.

Airtable CRM Developer for Real Estate Agency

Real Estate Agency • Freelance

Mar 2025 - Apr 2025 • 1 mo

Developed and optimized a custom Airtable CRM system for a real estate agency to manage client interactions, lead tracking, and mandate acquisition. The project involved refining an existing Airtable structure and implementing additional functionality to support the agency’s sales and relationship management processes. Key contributions included: • Designing a structured Airtable CRM database for managing leads, clients, and property mandates • Building relational tables to track client interactions, deal stages, and communication history • Improving the agency’s existing Airtable setup by restructuring fields, views, and workflows • Creating pipeline views to track leads from inquiry to mandate acquisition • Implementing automated processes to streamline lead management and follow-ups • Ensuring the system was user-friendly, secure, and aligned with the agency’s operational workflow The final CRM enabled the agency to track prospects more efficiently, maintain clear visibility over client relationships, and streamline the process of acquiring new property mandates.