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Strategic Operations Crew

Welcome to our directory of Operations Professionals. Below you will find a list of our recommended students that you can contact directly. Our directory is split into 3 categories:

  1. Strategic: those that have been trained as a Strategic Partner / Operations Director
  2. Manager: those who are trained on how to manage processes and systems.
  3. Implementors: those who are trained on how to implement processes.
Alternatively, you can have us match you with our best candidates.

Nicole Wade

Hello!

Nicole Wade

Online Business Manager

English
California, United States
Strategic Partner, Hiring Specialist

Connect:

I'm Here to Help

Expert Overview

With over 19 years of experience in digital marketing, CRM management, and operational efficiency, I specialize in helping small to mid-sized businesses streamline their operations and achieve sustainable growth. My expertise lies in transforming overwhelmed businesses into scalable, high-performing systems that reduce stress and create clarity.
I provide end-to-end solutions that empower clients to move from feeling stuck to unstoppable, crafting seamless client journeys, efficient workflows, and scalable systems. My mission is to remove the overwhelm of backend operations, equipping business owners with the tools and confidence they need to succeed.
Every solution I design is rooted in empathy and collaboration, ensuring it reflects each client's unique goals. Whether building automations, optimizing onboarding, or creating marketing funnels, my goal is to create ease and efficiency so clients can focus on their business.

How I Support You

Key elements of my support:
Crafting seamless client journeys and efficient workflows to reduce stress
Implementing tailored automation and CRM solutions that save time
Designing scalable systems that enable sustainable growth
Equipping clients with the tools and confidence to succeed

What industries do you serve or what is your niche?:

Heart & Zen Virtual Consulting serves small to mid-sized business owners, coaches, wellness practitioners, creative professionals, and service-based entrepreneurs.

Skills and Training

  • Certified Strategic Partner
  • Certificate in UX Design
  • 19+ years of experience in digital marketing, CRM management, and operational efficiency
  • Expertise in workflow automation, CRM implementation (Salesforce, GoHighLevel, Klaviyo), frontend development (HTML, CSS, JavaScript)
  • Proficient in project management, client onboarding optimization, and marketing funnel creation

Online Tools & Systems

  • Project Management:
  • ClickUp
  • Notion
  • Asana
  • Google Suite
  • JIRA
  • Communication:
  • Slack
  • Zoom
  • Client/Customer Management:
  • Dubsado
  • Honeybook
  • ActiveCampaign
  • Salesforce Marketing Cloud
  • GoHighLevel
  • Cheetah Digital
  • Umbraco
  • Pega
  • Klaviyo
  • Course + Email Hosting:
  • ConvertKit
  • Kajabi
  • MailChimp
  • ClickFunnels
  • Design and Development:
  • Canva
  • HTML
  • CSS
  • JavaScript
  • Figma
  • Adobe Creative Cloud
  • Additional Tools:
  • Braze
  • ChatGPT
  • Claude