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Experience & case studies

Real work, shaped around the needs of each business.

Explore specific examples of the operational, digital, creative, and founder-support work I have done, and the real results documented in my portfolio.
Operations · digital visibility · brand support

Curated Transitions

Santa Barbara, California · 2024–2026

A wide-ranging support role covering practical client-document systems, website and content improvements, email marketing, and brand and print production.

View related work
Authentic Curated Transitions portfolio and case-study examples
01

Document automation

The challenge

Estimates, contracts, and budgets required considerable manual preparation.

What I implemented

  • Structured intake-to-document automation
  • Dynamic, multi-phase budgeting
  • Automated fee calculations
  • Client-specific Google Drive folder structure
  • One-click document generation

Results & impact

Document preparation went from hours to minutes, improving consistency and creating more capacity for higher project volume.

Curated Transitions documented case study showing client operations and website work
02

Website & content growth

The challenge

Website traffic started in single to low double digits, with an inconsistent publishing rhythm and an unstructured content flow.

What I implemented

  • Website restructure and clearer navigation
  • Refined content aligned with audience concerns
  • Structured blog publishing cadence
  • Newsletter-to-website traffic flow

Results & impact

Website views grew to consistent triple-digit monthly views, and a sustainable publishing process was established.

Curated Transitions website and content growth case study preview
03

Email & brand support

The challenge

Campaigns and brand materials needed consistent planning, design, production, and delivery.

What I implemented

  • Newsletter design and email campaigns
  • Content and editorial planning
  • Social media materials and branded documents
  • Brochures and magazine production
  • Vendor sourcing, proofing, and print coordination

Results & impact

700–950+ average opens per campaign; peak campaign recorded 985 opens and 76 clicks.

Curated Transitions documented brand and email case-study work
Operations · systems · automation

Vegas Social Adventure Network

Las Vegas, Nevada Operations, Systems & Automation

Supported connected community and event operations spanning 27 WhatsApp groups, from first enquiries and onboarding through forms, CRM workflows, documentation, and remote-team coordination.

27 communities supported Member onboarding
Authentic screenshots from the Vegas Social Adventure Network portfolio case study
01

Lola & shared knowledge

The challenge

Community information was spread across 27 WhatsApp groups, making repeated initial event questions time-consuming to handle.

What I implemented

  • Configured Lola, an AI-powered chatbot
  • Developed a knowledge base covering 27 communities
  • Automated responses to initial event enquiries

Results & impact

Centralized community information and introduced AI-powered initial enquiry handling.

Vegas Social Adventure Network chatbot and operations screenshot
02

CRM & onboarding

The challenge

Member contacts and onboarding communication needed consistent handling.

What I implemented

  • Managed GoHighLevel contacts and workflows
  • Supported member onboarding and automated communications
  • Organized registration, ticketing, and waitlist processes

Results & impact

Improved member onboarding and operational communication.

Vegas Social Adventure Network website and events screenshot
03

Surveys & reporting

The challenge

Form and survey responses were disconnected across multiple sources.

What I implemented

  • Created member surveys and forms
  • Automated submissions into central Google Sheets
  • Supported structured reporting

Results & impact

Centralized information and reduced repetitive manual data handling.

Vegas Social Adventure Network member preferences form screenshot
04

Team & daily operations

The challenge

Distributed support work required clearer procedures, task ownership, and team coordination.

What I implemented

  • Developed SOPs and operational checklists
  • Organized recurring workflows and reporting procedures
  • Coordinated remote VAs and tasks through Podio

Results & impact

Standardized operational documentation and improved remote-team coordination.

Vegas Social Adventure Network system support case study

Tools & platforms

GoHighLevel · AI chatbot · ChatGPT · Claude · Podio · Google Sheets · Google Workspace · WhatsApp · TeamUp · Canva

Entrepreneurship · hospitality · operations

Café Refuel

Kalimpong, India · Co-Founder & Operations Lead · 2011–2020

Co-founded and managed a café from concept to a recognized regional destination. Day-to-day operations brought together staff management, customer experience, menu development, promotion, and business development.

Expanded the business through bicycle rentals and a motorcycle-tour partnership, developing additional tourism-related offerings and community engagement.

Original Café Refuel portfolio photographs and case-study details
Interior of Café Refuel in KalimpongA meal served at Café RefuelCycling event poster created for a Kalimpong community event

A business built through the details of daily work.

This experience helps me understand what it means to own the outcome—not just make a recommendation, but run the work, care for customers, coordinate people, and keep improving as you go.

  • #1 TripAdvisor ranking in the region
  • Recognized by Lonely Planet among its Top 50 Travel Cafés in India
  • Expanded into bicycle rentals
  • Partnered in motorcycle tours
Other experience

More work, with the same practical approach.

Co-Founder · virtual staffing · 2020–2023

Tech Hill Virtual Staffing

Co-founded and developed a virtual staffing business, supporting business development, client acquisition, lead generation, recruitment coordination, client relationships, customer service, website support, and digital marketing.

Independent contractor · social media & content

Smooth Business Growth

Developed content calendars, coordinated cross-platform publishing and approvals, repurposed long-form video and podcast content into short-form assets, and maintained brand consistency.

Professional journey

Hewlett-Packard · E-Assisted Content AdministratorCafé Refuel · Co-Founder & Operations ManagerKalimpong Bicycle Rentals · Business Owner & OperatorHimalayan Eagle Tours · Motorcycle Tours OperatorTech Hill Virtual Staffing · Co-Founder · Business DevelopmentCurated Transitions · Virtual Assistant · Operations & Digital SupportSmooth Business Growth · Social Media & Content SupportVegas Social Adventure Network · Operations, Systems & Automation
Career history as shared: Hewlett-Packard and Café Refuel, bicycle rentals and Himalayan bike tours, Tech Hill, Curated Transitions, Smooth Business Growth, VSAN, and a portrait. Exact role titles and dates are shown in the accompanying written timeline.

Your resume describes the 2026 VSAN contract, while the portfolio mentions an undated current executive-assistant role. I’ve included the explicitly dated work and left the current title for your review.

Let’s talk

Have a business that needs more structure, better systems or an extra pair of capable hands?

Let’s talk about how I can help.

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