Operationalize your business for growth
Services
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Projects can include any or all of the steps below.
STEP 1
I will assess your current technology and processes and provide recommendations for achieving your growth goals.STEP 2
We’ll work closely together to design and build better processes for your internal teams and your customers that will scale as you grow. This may include implementing new technology.STEP 3
I’ll work with you to roll out the new systems to your team, including training and iterative improvements. -
Salesforce is a powerful tool. If you’ve chosen it as your CRM, it has the potential to be foundational for your business, but the decisions you make early on will have a big impact down the road.
I can help you develop a scalable CRM strategy while avoiding common pitfalls. This may include data model design, implementation roadmap, sales & service process optimization, and initial phases of salesforce implementation.
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ALIGNMENT
Often, the primary blockers to effective action are a lack of internal alignment. When your whole self is working towards the same vision, it’s a lot easier to take decisive steps towards your goals.
What are the stories and emotions that are shaping your relationship to your business? What wisdom is there? What is ready to be let go? What new narratives do you want to craft in their place?
ACTION & ITERATION
I am a big believer in an experiment-based approach to getting things done. Failure is as powerful as success when you view it through a lens of curiosity.
We’ll work together to craft a plan and then pay attention what roadblocks get in the way. What needs to change about your own practices, narratives, or goals to make your vision come alive?
About Stephanie
I have been optimizing business processes for 8 years. As a solutions architect and business systems analyst, I am focused on bridging the gap between technology systems and business goals.
I have worked with 30+ organizations ranging from 1-5,000 employees, including non-profits and for-profits, and encompassing both B2B and B2C business models.
I love complex problems and I’m always learning new things. My career has been one of constant growth and change, spanning from biological engineering at MIT, to career coaching, to running adult education programs, to managing the sales technology team at Yelp.
I have a deep personal interest in how to live wisely and joyfully. I am endlessly curious about the intersection between health, food, authentic human connection, movement, and nature. If your business focuses on these areas, I would love to work with you.
Working With Me
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"Stephanie is an incredibly sharp, inspiring, and patient mentor who maintains unconditional positive regard for her clients, encouraging a commitment to action and personal growth. Her style involves careful exploration of skills, desires, motivations, and thought processes of the people she works with in order to guide them toward making positive changes in their life path. She is an exceptional listener and puts a lot of thought into her suggestions, encouraging individuals to look outside of their usual patterns of thinking."
Amy, Coaching Client
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"Stephanie is smart, driven, passionate, committed, strongly client focused, and capable beyond words. She is a thought partner, mission accomplisher, roller-with-the-punches, and maker of fun work space all rolled into one. "
Spencer, Technology & Operations Leader
Contact
I would love to hear more about what you’re working on. Reach out below to schedule a free consultation.