CASE STUDY

Inbox + Calendar System + Structured Workflow for Sydney-Based Marketing Agency

Client: Founder of a pre-fab construction eCommerce brand + digital agency
Challenge: Constant scheduling conflicts, flooded inbox, lack of SOPs, no structured workflow across teams
Role: Executive Assistant, Calendar & Task Manager, Sales Admin
Tools Used: Gmail, Google Calendar, Google Docs, Sheets, Zoom, Microsoft Suite, Trello, ClickUp, CapsuleCRM, Basecamp, Mailchimp, BigCommerce, SEMrush

Solution:

  • Restructured email folders and added filters to reduce daily noise

  • Created shared Google Calendar with color-coded labels per business unit

  • Introduced auto-reminders and a weekly recurring sync-up

  • Developed internal SOPs for key client interactions and scheduling rules

  • Assisted in team and task coordination using customized tracking templates

Results:

  • Reduced missed meetings by 90%

  • Saved 5+ hours/week in context switching

  • Improved client communication turnaround time

  • Built a repeatable system that allowed the client to scale meetings with less effort

CASE STUDY

SaaS Admin Support for Mining Compliance Platform

Challenge: Heavy reliance on paper-based compliance checklists across multiple mining sites
Role: Project Administrator and Document Workflow Specialist
Tools Used: Teams, Shared Drives, PulseERP

Solution:

  • Audited existing paper-based compliance processes across mining operations

  • Created a fully digital, mine-compliant checklist system from scratch

  • Designed custom templates for safety, quality assurance, and daily logs

  • Enabled real-time access and updates across devices and sites

Results:

  • 5 mining sites successfully adopted the Digital Checklist System

  • Reduced manual workload by standardizing processes and removing duplication

  • Improved data accuracy and audit readiness

  • Significantly improved user experience and task visibility on site

CASE STUDY

Launching a SaaS Tool for Agencies – Marketing & Ops Assistant

Client: Sydney-based tech startup building a project management tool for agencies
Challenge: Launch a new PM software in a competitive space dominated by industry leaders
Role: Marketing & Operations Assistant
Tools Used: Synthesia, Davinci Resolve, MeetEdgar, LinkedIn Sales Navigator, Google Suite, Notion, Canva

Solution:

  • Tested the software extensively and conducted QA before its pilot launch

  • Analyzed market trends, competitor offerings, and suggested unique features

  • Created operational workflows and SOPs for internal use and customer onboarding

  • Managed the company’s new website: updated content, images, and key messaging

  • Handled daily social content planning and scheduling through MeetEdgar

  • Supported recruitment by conducting outreach and screening via LinkedIn Navigator

  • Produced AI-driven FAQ videos using Synthesia and explainer videos using Davinci Resolve

Results:

  • Positioned the product for beta testing with high usability scores

  • Strengthened brand credibility with polished marketing materials and explainer content

  • Streamlined content and operations systems ahead of launch

  • Supported the CEO in building a cohesive marketing and operations roadmap

CASE STUDY

Social Media & YouTube Growth for Fitness and Boxing Coach

Client: Fitness and Boxing Coach (Personal Brand)
Challenge: Low visibility and engagement across social platforms; YouTube channel under 100 subs
Role: Social Media Manager and YouTube Optimization Specialist
Tools Used: Instagram, Facebook, YouTube Studio, TubeBuddy, Meta Suite

Solution:

  • Created a consistent posting schedule for Instagram and Facebook with engaging content

  • Optimized YouTube channel structure, thumbnails, descriptions, and playlists

  • Built content strategies based on keyword research and competitor benchmarking

  • Engaged with the audience via comments, DMs, and community posts to boost visibility

Results:

  • YouTube subscribers grew from 50 to over 50,000 — leading to monetization

  • Increased Instagram engagement rate and overall brand visibility

  • Established the client as a trusted voice in the fitness and boxing niche

  • Delivered a full content system the coach continues to use today

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Skills in Action