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Consulting Services

Let's make ideas happen together.

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  • Certified PMP (Project Management Professional)

  • Creates new and improved workflows and processes for better efficiency and on-time delivery

  • Works with project teams of all sizes for cross-functional collaboration

  • Tools: Microsoft Planner, Monday.com, Asana, Workfront

  • Create Email Strategy 

  • Build targeted, customizable emails based on customer data and analytics

  • Create testing strategies

  • Report results monthly

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  • Grow organic social media presence with industry best practices. 

  • Creates a social media calendar outline for best days/ times to post.

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  • Review data connections

  • Build lead gen strategy 

  • Execute strategy

Lead Generation
Business Family Tree

PROJECT & CAMPAIGN MANAGEMENT

Lifecycle Project Management

  • Hired to complete full project from start to finish.

  • Create Project Charter with Project Owner.

  • Host planning sessions to create project documentation and understand the depth of the project with the project team.

  • Implement project with the preferred method of the project team (hybrid, agile, waterfall).

  • Close out project with training, lessons learned and full project documentation.

Process Improvement

  • Hired to create efficiencies within project systems and help improve.

  • Understand the current environment and create a gap analysis.

  • Implement process improvement with project team.

  • Close out project processes with training and lessons learned.

Change Management

  • Hired to help change management from project outcome or system outcome.

  • Understand the current environment and the differences.

  • Implement change management with documentation and training.

MONDAY.COM WORK MANAGEMENT IMPLEMENTATIONS

Info Gathering

  • Understand the needs and wants of the organization and the current environment.

  • Host user interviews to understand how different users are using the tool and what pain points to address.

  • Visit workflow documentation and create gap analysis for improvement.

Workflow Build

  • Begin to build workflow for boards and templates based on info-gathering details

  • Create SLAs for each type of project

  • Receive feedback from users to ensure a user-friendly environment

Implementation

  • Implement design to the environment

  • Build templates and boards according to feedback details provided

  • Create training sessions and documents for users to follow

EMAIL MARKETING

Email Creation

  • ​Hired to build emails in CRM tool using basic HTML and drag-and-drop processes.

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Email Audit

  • Hired to audit current email practices to help improve click rates/ open rates

  • Work with designers for best design outcomes

  • Work with Analytics teams for targeted segments

SOCIAL MEDIA

Content Strategies

  • Hired to create a marketing content document for an organization.

  • Host information-gathering sessions to understand what is currently being done.

  • Conduct audits on current marketing practices.

  • Provide documentation and details of the new strategy.

Content Execution

  • Hired to plan and execute content for social media channels.

  • Provide a calendar of posts for approval.

  • Create testing strategies based on analytics of posts.

  • Report analytics and updates monthly to clients.

LEAD GENERATION / DATA CAPTURE

Data Audit

  • Review current data capture features

  • Review privacy policies

  • Create Data strategy

Data Execution

  • Execute Data Strategy based on recommendations & data privacy rules

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Stephanie Pedersen 2025

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