Tech Portfolio & CV

Here's the actual toolkit I use as your integrator—the software and systems I can build, connect, and maintain so your operations run without you managing the tech.

Hey, I'm Jenn!

As your systems guide and integrator, I help visionary business owners turn a vision into an operating system that actually runs—without you having to hold every piece together yourself.

With almost a decade of experience as a Freelance Fractional COO and Technical Systems Integrator, I specialize in building operating systems and integrating technology for service and product-based businesses across industries.

My expertise includes developing technical strategies, selecting and implementing the right business systems for how you actually work, and crafting Standard Operating Procedures that make operations easier—not more complicated.

But my work doesn't stop at the plan. As your integrator, I build what we design and put it to the test. I've developed a rigorous process for checking that systems do what they're supposed to—no gaps, nothing quietly broken six months later.

How I'm Working to Build an Ecosystem of Better Businesses

Since 2015, I've been building businesses and helping freelancers find flexible work, and I've watched an incredible ecosystem of growth and knowledge-sharing take shape among entrepreneurs—women-identified founders especially. The businesses and freelancers I've worked alongside share a few things in common:

Time, energy, and self-worth are treated as real assets, not afterthoughts.
Talent, meaning, and integrity matter as much as profit.
Real human costs and social impact are part of the decision-making.
"No" is a complete sentence.
"I don't want it" doesn't need to be justified.

I've supported clients day-to-day as their business grows, and I've stepped in for project-based work—special launches, one-time builds, specific marketing pushes.

Either way, I work to co-create service and delivery models that keep serving the business, its reputation, and its reach for the long run.

How I Approach this Work

It's not just how we build businesses that matters to me—it's who we build them with, and how much autonomy people have over how they work.

Some things I believe:

We can build support relationships—with freelancers, fractional team members, and each other—that don't rely on an extractive model of profit.
We can create work that gives people more balance in their lives, not less.
We can build an ecosystem where everyone gets paid fairly for the work they do.

MY TECH STACK

Here's the actual toolkit I use as your integrator—the software and systems I can build, connect, and maintain so your operations run without you having to manage the tech yourself.

My experience spans a wide range of platforms, from beginner to advanced, across the categories below.

Don't see your system listed? No problem—my systems experience means I adapt quickly to new tools and can orient myself and jump in with whatever you already have in place.

COMPREHENSIVE MARKETING SYSTEMS & FUNNEL BUILDS

I've built marketing and sales funnels across multi-channel platforms—email, online publishing, social media, and in-person outreach events—coordinated as one system rather than disconnected pieces.

With strong design, clear copy, and the right outreach, I've helped generate millions in services across prelaunch, live launch, and post-launch strategies.

CLIENT EXPERIENCE & RELATIONSHIP MGMT SYSTEMS

I've designed and implemented client experience systems across a range of tools and platforms—outreach, sales, onboarding, service delivery, and offboarding are all places where you can add real value without adding operational overhead.

My approach centers on clear communication, consistent touchpoints, and client satisfaction check-ins that keep the relationship strong.

PROJECT MANAGEMENT SYSTEMS

I use a range of project management tools both for my own workload and to build systems for clients—templates for high-level operational processes, milestones, repeatable tasks, and agile update models, including conditional logic.

AI tools are opening up new ways to take task management even further, and I stay current on how to use them well.

AI SYSTEMS & INTEGRATION

AI is changing how fast a business can move—but only when it's built into your systems intentionally, not bolted on as an afterthought. As your integrator, I use AI tools to make the systems we build smarter, faster, and less dependent on you being the one holding everything together.

That means using AI to draft and refine communications, summarize and organize information, build smarter automations, and speed up the busywork that used to eat your week—while keeping a human eye on judgment calls, tone, and anything client-facing that needs your voice, not a generic one.

Don't see a specific AI tool listed here? The landscape moves fast, and so do I—I stay current on what's new and can quickly evaluate whether a tool is worth adding to your stack, or just noise.

Claude — Advanced · ChatGPT — Advanced · Zapier (AI-powered automations) — Advanced · Gemini — Intermediate · Microsoft Copilot — Intermediate

MEMBERSHIP SITES & COURSE PLATFORMS FOR STRONGER COMMUNITIES

I've built membership sites and online learning platforms for clients across industries, keeping the client experience front and center—materials, interactive group work, and online meeting facilitation, all optimized for how people actually learn and engage.

E-COMMERCE STOREFRONT MGMT & ORDER FULFILLMENT SYSTEMS

I have helped to maintain and optimize e-commerce and inventory platforms for small business owners.

From product outlay designs, to product and checkout page descriptions, I have helped to upload inventory and keep the site current and ready for busy sales seasons.

I have used backend e-commerce sites to build out a backend whitelabelling ordering system for an online service provider to sell and fulfill product suites for their clients in a single step.

WEBSITE BUILDS & MAINTENANCE

I've built basic websites, integrated landing pages, and updated sales pages and infrastructure as needed for small business owners.

I'm not a developer, but I work within existing infrastructure and build operational procedures for site updates—including full "site refreshes" that update design, assets, and branding for a new look.

SYSTEMS FOR HEALTH & WELLNESS PRACTIONERS

Working in a regulated profession means specific laws and procedures govern how client information is collected and used. I've helped wellness practitioners and regulated health professionals build compliant systems that keep client information safe and in line with FIPPA and PIPEDA—with a focus on privacy, discretion, and security at every step.

SYSTEMS FOR REGULATED LEGAL PROFESSIONALS

Staying compliant with the LSO is part of the basic obligations of a legal practice. I build secure, efficient systems that still offer a smooth client experience—tickler systems, calendar management, and task follow-ups for important dates, all designed to optimize case management.

I've helped firm owners set up, navigate, and train their teams on new software that improves client service, secures the practice, and maintains client confidence and discretion.

Read my Article about Systems for Regulated Pros

LIVE AND VIRTUAL EVENT MGMT

I've designed and built custom funnels to advertise events, manage registration, and send follow-up sequences to everyone who attended—plus the tagging and segmentation infrastructure to connect better with people interested in the service provider's work.

FINANCIAL MGMT & ACCOUNTING PLATFORMS

I've set up simple revenue & accounting systems and operational procedures for invoicing, billing, and reconciliation.

Confront your financials once and for all - let's break the fear together.

INTEGRATED CALENDAR MGMT & BOOKING

I've set up integrated booking systems, custom calendars, and meeting management procedures so everyone has what they need to make the most of valuable team time—automated with communications, reminders, and even marketing where it makes sense.

We can work together in a variety of ways - it all depends on your needs

You might be looking for something closer to a traditional employee—someone who stays with the company long-term, grows with the team, and works within hours and deadlines you set internally. If that's what you need, we can build toward that.

There are other ways to work together, too. I've had long tenures with businesses as a freelancer, growing and evolving with the company organically as it changes.

If you're looking for someone to step in, take the wheel, and get a specific job done without a major commitment, we can do that. If you want dedicated, ongoing support on a more limited scope, we can do that too.

Whatever the arrangement, you stay the visionary. I'm here as your guide and integrator, making sure the backend keeps up.

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