
Kay B
Workflow Automation for Small Businesses
Habilidades

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Portfólio
Experiência profissional
Founder & Operations Systems Builder
Lagom Ops Co. • Autônomo
Mar 2026 - Present • 6 mos
Build and host operations portals for small home service contractors — estimates, contracts, job tracking, invoicing, and payments in one system. Design workflow automations that remove repetitive office work.
Re
Período integral • 6 yrs 11 mos
Operations Manager
Mar 2025 - Mar 2026 • 1 yr
Built and run the operations system used daily in the field. Handle estimating, scheduling, invoicing, and customer follow-up.
Inside Sales and Call center Manager
Apr 2019 - Mar 2025 • 5 yrs 11 mos
Managed an inside sales and call center team for a home service company — inbound leads, outbound follow-up, scheduling, and appointment setting. Hired, trained, and coached reps on the phone. Built the scripts, tracked the numbers, and owned the handoff from first call to booked job. Seven years in home services taught me exactly where a small company loses money between the phone ringing and the work getting done.