Mac Productivity & Workflow Optimization Consultant

Seeking an experienced productivity consultant to help optimize the workflow of an assisted living operations and M&A executive who spends the majority of the day in Microsoft Outlook, Excel, Word, PDFs, Chrome, ChatGPT, and transaction management platforms. The objective is simple: identify inefficiencies, eliminate unnecessary clicks, reduce context switching, and create a faster, more streamlined workday. This is not a technical support role, software implementation project, or programming engagement. We are looking for someone who has personally operated in a fast-paced, high-performance environment and has developed exceptional workflow habits and productivity systems. Responsibilities Review and analyze current workflows, work habits, and desktop setup Identify bottlenecks, inefficiencies, and repetitive tasks Teach advanced Mac productivity techniques and keyboard shortcuts Optimize use of Microsoft Outlook, Excel, and Word on Mac Recommend practical workflow improvements and automations Improve organization, window management, file management, and information flow Reduce friction associated with email, spreadsheets, PDFs, web research, and multitasking Required Qualifications Advanced Mac user Expert-level proficiency with Microsoft Office on Mac, particularly Outlook and Excel Experience working in investment banking, private equity, management consulting, executive support, operations, real estate, or similarly demanding professional environments Strong coaching and teaching abilities Ability to observe existing workflows and identify practical improvements Preferred Qualifications Familiarity with AI tools such as ChatGPT, Claude, Perplexity, and related productivity applications Experience implementing AI-assisted workflows for research, writing, analysis, or administrative tasks Ideal Candidate The ideal candidate is someone who has spent years operating at a high level in a demanding professional environment and has developed a deep understanding of productivity, workflow design, and efficient use of technology. This engagement is focused on practical execution and day-to-day efficiency improvements, not theoretical productivity advice. Engagement Structure The scope, duration, and structure of this engagement are flexible and can be tailored based on the consultant’s recommendations. Compensation is flexible and will be commensurate with experience, qualifications, and the scope of the engagement. At a minimum, I would like to spend approximately one week working closely with the consultant while performing my normal day-to-day activities. This may include live observation, workflow review, coaching sessions, and implementation of recommended improvements. The goal is not simply to receive advice, but to identify practical changes that can be immediately incorporated into my daily workflow. Deliverables At the conclusion of the engagement, I would like a concise reference guide documenting the recommendations and workflow improvements that were implemented. Examples may include: Mac keyboard shortcuts Outlook shortcuts and best practices Excel shortcuts and workflow enhancements Recommended applications and utilities Automation recommendations Workflow and organizational best practices AI tools and use cases (if applicable) The objective is to leave the engagement with a practical “playbook” that can be referenced going forward and used to reinforce the habits and systems that were introduced.