
Nancy
Level 1
Let's turn your ideas into efficient systems that save time and drive growth
Skills

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Work experience
Asana Specialist | Client Onboarding & Team Coordination
Asana
Aug 2026 - Aug 2026 • 0 mos
Recently, I helped a digital agency streamline its client onboarding process in Asana by creating structured onboarding workflows, assigning tasks to the right team members, and organizing client information in one place. The new system reduced onboarding delays by 49%, improved internal communication, and helped the team handle new clients more consistently.
Trello Workflow & Task Management Setup
Trello • Freelance
Aug 2026 - Aug 2026 • 0 mos
I worked with a client to transform their Trello workspace into a more practical system for managing daily operations. I organized boards and lists around their workflow, created structured cards with clear task details, and introduced a simple process for tracking work from start to completion. The setup made it easier to see priorities, assign responsibilities, monitor progress, and keep the team organized without unnecessary complexity.
Monday CRM Specialist | CRM Setup & Workflow Automation
monday.com
Jun 2026 - Jun 2026 • 0 mos
Recently, I helped a construction company centralize its projects, client management, and team workflows in Monday CRM. I structured the workspace to make project tracking easier, improved task visibility, and streamlined follow ups and team coordination. Within nine weeks, the company reduced missed deadlines by 58% and improved task completion by 46%.
12 Reviews
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Rating Breakdown
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john_vonn

United States
This was my first time working with Nancy, and I reached out after seeing so many great reviews about her. She exceeded my expectations. She helped me set up my Trello workspace perfectly and made the entire process simple and stress-free. Professional, patient, and easy to work with. I highly recommend her services.
Seller's Response
albertart5

Israel
הנה ביקורת מקצועית וחמה: > Working with her was a great experience from start to finish. She built a well organized and customized CRM that fits my business perfectly. She was proactive, highly responsive, and always open to feedback and adjustments. Her attention to detail and problem solving skills...
Seller's Response

vandollaholla

United States
Nancy You Did an Amazing Job, looking to work with you on many many more great projects. Thank you so very much.
Seller's Response
devicelab

United States

Seller's Response

nicolecarpenito

United States
Seller's Response
