Hi! I’m Ally — I turn chaos into clarity and build systems that scale.
Across startups, SaaS companies, organizations and founder-led businesses, I help teams get out of overwhelm and into aligned execution. Whether it's designing streamlined onboarding experiences, building internal process hubs, or integrating automation and AI into day-to-day workflows, I focus on making work work better—for everyone involved.
Below, you’ll find a few curated examples of the kinds of results I help create. These snapshots reflect my approach to systems thinking, cross-functional collaboration, and sustainable growth through smart ops.
Areas of Expertise
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I help clients surface what’s really going on behind messy workflows or operational friction—then map a clear path forward. I lead discovery sessions that balance big-picture strategy with day-to-day reality, identifying friction points and translating them into roadmaps with clear milestones, roles, and tools.
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From onboarding to adoption, I guide client organizations through the full SaaS implementation journey—especially in industries with complex needs or legacy systems.
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I bring a practical, grounded approach to automation—leveraging AI and workflow tools to save time, reduce labor spend, and increase quality.
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Technology is only as powerful as how it's used. I specialize in identifying the right tools for the job—and building them out in a way that teams actually use.
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I don’t just hand over systems—I walk teams through them. I create training resources, facilitate live walkthroughs, and build internal champions who carry the work forward.
Strategic Roadmapping & Discovery
Ekos Software (Implementation Specialist)
Challenge: Clients across beer, wine, and spirits needed customized workflows for forecasting, procurement, inventory, compliance, and analytics—with differing tech stacks and internal capabilities.
Approach:
Led structured discovery sessions to gather both technical and operational requirements.
Translated findings into tailored implementation plans, mapped to product features and integrations (e.g., Shopify, Xero, QuickBooks, Commerce7).
Aligned client success metrics with delivery phases and ongoing adoption goals.
Impact:
Reduced onboarding timelines by 6+ weeks.
Increased adoption success, including recovering stalled clients and launching within 30 days.
Influenced product roadmap via discovery insights—supporting long-term client retention.
Public Speaking Coach (Consultant)
Challenge: Unclear offers, inconsistent pricing, high ramp-up time for new programs. Offers were custom-built each time, limiting scale and consistency.
.Approach:
Led strategic roadmap development to clarify her service ladder, pricing, and delivery flow.
Created reusable playbooks and internal workflows for onboarding and campaign planning.
Impact:
Increased program profitability by 33%.
Reduced delivery time by 68%, enabling new streamlined offer development and launches.
Alternative Hybrid Private School (Consultant)
Challenge: Lack of structured curriculum and planning systems led to inefficiency, inconsistent delivery, and high reliance on contractors.
Approach:
Conducted strategic discovery to understand student goals, operational gaps, and team capacity.
Built a plug-and-play curriculum extension aligned to student career pathways and experiential learning.
Developed streamlined staff scheduling and hiring workflows to scale the model.
Impact:
Saved several thousand dollars monthly in contractor costs.
Increased curriculum engagement and community participation.
Freed leadership to focus on growth while scaling operational consistency.
Software Implementation & Customer Enablement
Ekos Software (Implementation Specialist)
Challenge: Onboarding timeframes were inconsistent and required deep customization per client.
Approach:
Delivered full-cycle onboarding across 150+ client orgs, customizing platform delivery for production, compliance, analytics, and integrations.
Introduced SOPs, onboarding templates, and client-facing documentation to standardize delivery.
Trained internal team members and contributed to the revamp of the external knowledgebase in Zendesk.
Impact:
Shortened onboarding cycles by 6+ weeks.
Revived stalled client implementations (some delayed for over a year) and launched them within 30 days.
Improved internal consistency and external client satisfaction scores.
Event Mixology Company (Fractional COO)
Challenge: High-tech spend and disjointed processes were reducing client satisfaction and profitability.
.Approach: .
Introduced centralized tools and automated workflows for onboarding, content delivery, and client engagement.
Streamlined end-to-end systems, enabling faster onboarding and delivery cycles.
Impact:
Reduced tech spend by ~70%.
Contributed to a 53% revenue increase and improved client retention metrics.
Family Nutrition Consulting (Consultant)
Challenge: Lack of structured curriculum and planning systems led to inefficiency, inconsistent delivery, and high reliance on contractors.
Approach
Built backend systems that supported recurring offers, automated marketing, and CRM efficiency.
Consolidated tools and clarified offer structures to streamline sales and delivery.
Impact:
Reduced tool spend by 26%.
Increased qualified leads and simplified operational workload for the founder.
AI & Automation Integration
Ekos Software (Implementation Specialist)
Challenge: As a high-growth startup, Ekos struggled with extended project timelines due to limited team bandwidth, minimal AI adoption, and a lack of scalable automation in internal workflows. Documentation, customer support, and cross-functional communication were heavily manual, contributing to delays and inefficiencies.
Approach:
Acted as an early AI adopter, training internal team members on using ChatGPT and Bard (now Gemini) for SOP generation, knowledgebase updates, and productivity enhancement.
Implemented Zapier automations to connect Zendesk escalated tech support tickets to Slack—triggering alerts for high-touch teams and ensuring timely follow-up.
Created automations to deliver NPS score updates directly to managers and executives in Slack, improving visibility into customer sentiment.
Set up Jira → Slack notifications for product launches requiring content updates in the Zendesk-powered external knowledgebase.
Impact:
Reduced workload for support and implementation teams by automating repetitive communication and documentation tasks.
Improved team responsiveness to critical client issues and product changes.
Enhanced internal documentation accuracy and speed of delivery, contributing to faster onboarding and feature adoption.
Event Mixology Company (Fractional COO)
Challenge: A growing company with inconsistent internal processes needed scalable systems to support expansion.
.Approach: .
Built a suite of GPTs (CFO, CMO, COO, Client Experience Manager, Strategist) to support financial forecasting, content creation, operations, and client onboarding.
Created a custom GPT chat for SOP formatting and trained the team in cross-role AI integration.
Used Zapier to integrate form submissions, CRM inputs, and calendar syncs between Flodesk, Gmail, Google Sheets, Notion, and Google Workspace—streamlining project visibility and cross-platform coordination.
Impact:
Reduced tech spend by ~70% and labor spend by automating previously manual work.
Accelerated delivery timelines and increased internal clarity.
Supported stronger client retention and helped drive a 53% increase in overall revenue.
Business Consulting (Consultant)
Challenge: Consultant with multiple client types needed a way to scale strategic support without expanding headcount.
Approach
Created role-specific GPTs (CFO, CMO, Ops Lead, Strategist, Content Strategist) tailored to each of their clients’ and internal needs.
Automated core systems with Zapier—syncing forms, payments, and calendar events across Flodesk, Stripe, and Google Calendar—to reduce manual tasks and improve marketing + client management workflows.
Trained the consultant in maintaining and adapting these tools for new engagements.
Impact:
Reduced overall task time by 20% and contractor spend by 75%.
Increased revenue by 39% through improved capacity and streamlined client work.
Enabled the client to expand services and add a new revenue stream while reducing operational overwhelm.
Systems Design & Tool Optimization
Event Mixology Company (Fractional COO)
Challenge: Rapid growth led to tech sprawl, manual admin work, and lack of visibility across departments—limiting scale and slowing client delivery.
Approach:
Audited and consolidated a scattered tech stack to optimize team performance
Created dashboards and templates to streamline project delivery and client oversight
Built out and optimized Flodesk for full capacity—including forms for lead capture, automated workflows, checkout functionality, and campaign analytics. Delivered custom reporting templates and trained the team on using Flodesk analytics to guide content strategy and segment engagement.
Centralized SOPs and task tracking via Google Workspace, Clickup and Notion
Integrated Slack and Connecteam for mobile ops, internal communication and contractor scheduling
Built automation via Zapier to link systems and trigger real-time updates
Impact:
Reduced operational overhead by 70%+
Cut onboarding/setup time by 85%
Improved internal communication and delivery speed
Supported increased contract volume and retention
Tools Used (Implemented/Optimized):
Google Workspace, Notion, Slack, Connecteam, Flodesk, Squarespace, Webflow, ClickUp, Relay Banking, Zapier
Business Consultant (Fractional COO)
Challenge: The client managed multiple income streams and high-volume client work with no centralized systems, leading to duplicative tasks, scattered communication, and inefficiencies in client delivery and marketing.
.Approach: .
Created dashboards and templates to streamline project delivery and client oversight
Designed a fully integrated operations system across ClickUp/Notion, Flodesk, Slack, and Google Workspace
Standardized task management, SOPs, and CRM tools across client projects
Fully implemented and trained on Flodesk—utilizing forms, workflows, checkouts, and analytics. Provided quarterly review templates and trained the client on evaluating campaign performance and making data-informed adjustments
Impact:
20% task time reduction
39% revenue increase
75% drop in contractor spend
enabled client to scale and launch new income stream
Tools Used (Implemented/Optimized):
Flodesk, ClickUp, Stanstore, Google Workspace, Notion, Trello, Stripe, Mailchimp, Buzzsprout, Relay Banking, Zapier, Squarespace, Slack
Public Speaking Coach (Ops Consultant)
Challenge: With increasing client load, the business lacked backend systems for scaling offers or outsourcing. Operations and marketing were managed manually, reducing profitability and efficiency.
Approach
Built backend infrastructure using Google Workspace, Flodesk, HubSpot, and Notion
Created a scalable CEO dashboard and repeatable SOP systems
Integrated marketing automation and CRM to streamline client communication
Built automation via Zapier to link systems and trigger real-time update.
Integrated Flodesk for automated email flows and audience segmentation.
Impact:
33% increase in program profitability
68% reduction in project startup time
greater capacity for productization
Tools Used (Implemented/Optimized):
Flodesk, Outlook, Stanstore, Google Workspace, Zapier, Squarespace, Campaign Monitor
Change Management & Enablement
Ekos Software (Implementation Specialist)
Challenge: New feature rollouts required cross-department updates (product, support, docs) and needed consistent internal buy-in, but teams had fragmented communication.
Approach:
Facilitated internal alignment sessions
Managed rollout communications across teams
Updated internal documentation and trained staff on updates
Impact:
Improved department sync
Reduced feature rollout friction,
Made post-launch KB updates more consistent
Event Mixology Company (Fractional COO)
Challenge: CEO and contractors operated in silos, lacked consistent documentation or trust in new systems, and change adoption was resisted.
.Approach: .
Rolled out incremental change plan
Built plug-and-play SOPs
Hosted live and recorded training sessions
Established internal resource hub to support adoption
Impact:
Increased team confidence
Improved tool adoption
Offloaded founder burden over time
Reduced contractor dependency
Education Organizations (Teacher/Trainer)
Challenge: Faculty and staff hesitant to adopt new tech or change instructional methods; change fatigue in academic environment.
Approach
Designed training cohorts
Created guides & co‑learning sessions
Offered 1:1 training & support
Consolidated tools and clarified offer structures to streamline sales and delivery.
Impact:
Created significant savings for school on edtech tools not aligned with needs
Improved adoption of edtech tools
Increased participation in new curriculum models
Empowered staff ownership of change
Let's Connect!
Let's Connect!
Let’s build better ways of working. I partner with companies and consultants to bring clarity to complex systems, optimize operations, and drive impact through thoughtful tools and change-ready teams. Reach out if you're ready for your next phase of growth!
Resume
Please request, as needed, at the email above!
LinkedIn Profile
linkedin.com/msallisonevans
Email Address
allyjeanneevans@gmail.com
