Lisa Pham
Location
Eagan, MN (CT)
Education, Experience, and Certifications
30+ years supporting owner-led and service-based businesses across beauty, education, wellness, consulting, performing arts, events, and trade services.
Scope includes operations management, executive/admin support, staff and client communication, compliance and accreditation documentation, event leadership, bookkeeping support, workflow creation, and systems organization for small teams, founders, and solopreneurs.
What I Bring to Teams
Project + Initiative Support
Trello, Google Sheets, Google Drive, Microsoft 365/SharePoint, Canva
Project + Initiative Support
Project coordination, timelines, and task tracking
Organizing project details, documents, notes, and next steps
Spreadsheet trackers, status updates, and follow-up systems
Supporting launches, workshops, events, onboarding, and process updates
Helping move ideas from conversation into organized action
Event + Experience Support
Canva, Google Sheets, Google Calendar, Google Forms, Givebutter, Zoom
Event, workshop, and client experience coordination
Timeline planning, preparation details, and day-of support
Guest, client, vendor, and stakeholder communication
Branded materials, sign-in sheets, forms, and follow-up support
Experience-focused support from planning through execution
Systems + Automation
Google Workspace, Google Forms, Google Sheets, Trello, Flodesk, ChatGPT
Workflow organization and process clean-up
SOP creation, documentation, and repeatable task steps
Spreadsheet trackers, forms, and simple reporting systems
Inbox, file, and task management systems
Light automation support for client communication, follow-ups, and back-office flow
Streamlined Communications
Gmail, Google Meet, Microsoft Teams, Zoom, Fathom, Loom
Inbox organization, labeling, prioritization, and follow-up tracking
Clear client, vendor, and team communication
Meeting notes, summaries, recaps, and action-item tracking
Organizing scattered information into clear updates and next steps
Creating communication flow so details do not get missed
When I was 10, I wanted to be: Hairdresser
Go-to take out spot: Trader Joes every two days!
If I were to pick one show to re-watch 100 times it would be: Suits
Something that brings me joy: Dancing
One meme that sums up my sense of humor:
Ready to meet your Advocate®?
Fill out our inquiry form and get ready to get some time back!
