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Luke P. Status: Offline
Redmond, WA , USA
100% Job Success
Top Rated Plus

SaaS Consultant | Smartsheet | Podio | Zapier | Airtable | Monday.com

𝘿𝙞𝙨𝙘𝙤𝙪𝙣𝙩𝙚𝙙 𝙧𝙖𝙩𝙚𝙨 𝙖𝙫𝙖𝙞𝙡𝙖𝙗𝙡𝙚. 𝘾𝙡𝙞𝙘𝙠 ❜𝙄𝙣𝙫𝙞𝙩𝙚❜ 𝙩𝙤 𝙜𝙚𝙩 𝙞𝙣 𝙩𝙤𝙪𝙘𝙝. How I can help you: ✔ Document and optimize your existing processes and workflows (including diagramming your work) ✔ Analyzing your business needs against what your software actually offers to find you the best solution for price (I saved one client $4000+/year by helping them choose an option that worked with their existing setup) ✔ Solution building: I plan, implement, and test solutions, leave you detailed notes, and arrange consultations with your staff at every step. ✔ Training your staff one how to use new apps, tools, or configuration (in person, as ongoing support, and with leave-behind materials) My related qualifications: • In the role of Client Services Director, I used Podio/Globiflow to automate out up to 250 hours/month of administrative work in Podio for my production team. • Configured Podio to automatically report important data via reports/notifications • Worked as a Customer Success Manager for Smartsheet where I practiced creating solutions and training end users. • At Smartsheet, I used another third-party automation tool (azuqua.com) to create a solution which won an internal solution-building competition. I was recognized as a subject matter expert on Azuqua within Smartsheet for my work. • Worked with clients to create and automate CRM systems, integrating with services like CallRail, automation platform Zapier, and dashboard provider Plecto. • Worked with clients to create a single-source project management solution that drive multiple production activities across as many as nine different departments, worth as much as $17 Million in revenue. I'm well versed in many productivity apps, and I rapidly adapt to most tools that I haven't worked with yet. • Advise on integrations including selection-- helped one client understand an integration choice that saved his company $4,035 per year. I'm well versed in many productivity apps, and I rapidly adapt to most tools that I haven't worked with yet. However, here are a few I do have exposure with: -Quickbooks Online Accounting -Podio App Development (and Globiflow) -Smartsheet Project Collaboration -Upkeep Work Order Management -Airtable.com Work Collaboration -Monday.com Work Collaboration -Clarizen Project Management -Pipedrive CRM -Agile CRM -amoCRM -Quotient Quote Management -Front App Messaging -Twilio Cloud Communications Platform -CallRail Call Tracking -Acuity Scheduling -Cozycal Scheduling -Cognito Forms -Clickfunnels Conversion Funnel Manager -Unbounce Landing Page Designer -Mailchimp Email Marketing Platform -Aweber Email Marketing Platform -Plecto Dashboard Reporting -Zapier Integrator/Automation -Automate.io Integrator/Automation -Azuqua Integrator/Automation (Now part of Okta) -IFTTT Integrator/Automation -G Suite (Gmail, Google Sheets, Google Drive, Google Docs, etc.) Happy to answer your questions / concerns!
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