CRM setup, automation, and reporting.

Who I Am and How I Work

I spent seven years on staff at a national association. I owned registration and attendance for its national convention, which grew from 3,210 to 6,317 registrants (2022 to 2025), and the sponsor deliverables process, tracked through fulfillment. I also researched, recommended, and set up its event registration platform. I'm a Marine Corps veteran with a degree in Operations Management. I now work full-time in association operations and take on a small number of Rakvia clients.

What this usually looks like: Nobody wrote the workflows down, so only one or two people know how things get done. The CRM, email tool, and task lists overlap, and nobody owns them. Each person enters data a little differently, so nobody trusts the reports, and staff keep side spreadsheets to get their work done.

Most of the time, the software you already pay for can do the job. It needs to be set up around how your team works. I look at what you have and fix it one piece at a time. Then I write down how it works and train your team to run it without me.

For a dance studio, I automated email tagging (81 of 82 tagged correctly) and built a payroll report designed to take 2 minutes instead of an hour or two. For a nonprofit, I set up its CRM with 23 events tied to 16 fundraising campaigns, loaded its sponsor history, and wrote 8 how-to guides.