Hi, I'm Brianna.

Growing teams have more operational work than people to manage it — intake forms filled out by hand, data re-keyed between systems, follow-ups that fall through the cracks, reports assembled manually every week. Building the right processes and systems early is what keeps that from compounding into something harder to fix later.

I am building this practice around a simple idea: small and midsize businesses should be able to benefit from automation without buying a complicated platform or handing their operations to a black box.

My work combines process mapping, no-code automation, Google Workspace, practical AI, documentation, and lightweight dashboards. I focus on systems a client can understand and own after handoff, with human approval wherever judgment, safety, or customer trust matters.

To demonstrate this, I designed a full operations engagement for my family's 85-year-old North Texas propane distributor (used with permission): a self-serve customer onboarding workflow, a structured knowledge base and SOP library that captures 85 years of institutional know-how, and a pilot spec for AI-assisted call handling with explicit safety guardrails. It's the same intake → route → log → notify → surface-status pattern operations teams implement during business onboarding and implementation projects.

What I do

• Design onboarding workflows — intake, routing, confirmation, scheduling, and status visibility — so customers and new users have a consistent, documented experience.
• Build forms and organize data with Tally and Google Sheets — structured intake, clean records, and reporting-ready outputs.
• Write process documentation and SOPs — capturing how work actually gets done in clear, numbered procedures that a new hire can follow from day one.
• Automate repetitive steps with Make — connecting existing tools so data moves between systems without manual re-keying.
• Support AI-assisted workflows (Claude, Gemini, NotebookLM) — using AI tools to speed up communication drafting, knowledge retrieval, and routine task support.

The engagement, at a glance

Toolkit

Eager to learn the broader stack — Salesforce, HubSpot, and the platforms ops teams run on.

Who I work best with

Owner-led and growing service businesses in DFW or anywhere in the United States that need:

• Faster response and follow-up for new inquiries
• A reliable customer onboarding or status workflow
• Clear SOPs and a searchable internal knowledge system
• A lightweight HTML dashboard instead of another complex application
• A controlled AI pilot with human review and measurable success criteria

Customer workflow systems  ·  Practical AI systems