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Onboarding / Workspace Setup and Management
TravelJoy
Salesforce
HubSpot
Tess CRM
VacationCRM

Created by
Tori R. | Operations Advisor
5.0
About
I am a seasoned Business Advisor with over 15 years of experience in marketing and operations. I specialize in implementing strategies and systems to help clients work smarter and grow their business. I have experience working with Asana, Basecamp, ClickUp, Freshsales, Monday.com, Notion, Trello, HubSpot, and other platforms.
This service is designed to create an organized workspace for your business, inclusive of setting up project management tools, organizing digital files, and customizing operational workflows tailored to your team's needs. Workspace setup is for business organization and planning, project management, hiring and onboarding team members, training, and more.
Ideal for agencies expanding and bringing on contractors, full-time employees, or hiring more advisors. Let's connect if you're looking to optimize your workspace!
This service is designed to create an organized workspace for your business, inclusive of setting up project management tools, organizing digital files, and customizing operational workflows tailored to your team's needs. Workspace setup is for business organization and planning, project management, hiring and onboarding team members, training, and more.
Ideal for agencies expanding and bringing on contractors, full-time employees, or hiring more advisors. Let's connect if you're looking to optimize your workspace!
Pricing
$75
per hour
While this package provides guidance to the user and CoPilot on how to work together,
users will retain full control and responsibility over how the work is executed by their CoPilot.
Lucia does not actively monitor or regulate the work involved in each package and
will not be held liable for any final outcomes or results achieved through a package.