8
Team members managed concurrently at StreamLine across varied operational roles.
Operations • Systems • People • Risk
Senior Business Operations | Process Design | Compliance & Risk | CRM & Automation
I build order where complexity has grown faster than the systems supporting it.
I’m a business operations leader, entrepreneur, process builder and problem solver with more than 20 years of experience creating the systems, people practices, workflows and safeguards that help organizations scale with consistency.
20+ yearsbuilding and leading operations
300–400annual transaction workflows at scale
25–30high-producing agents supported at peak
Builder first.
Processes, teams, systems and controls designed to work in the real world.
Selected Impact
Operations that create consistency, accountability and room to grow.
I’ve worked in large corporate environments, small businesses, regulated industries and entrepreneurial settings — often where there was no ready-made playbook.
15–18
Employees supported with training and scheduling oversight within Sears Brand Central.
~25
Customized StreamLine Marketing Pro client implementations completed.
$10K–$15K
Approximate month-over-month improvement achieved in an insurance-office consulting engagement after operational and people changes.
Problems I’m Good at Solving
When the business has outgrown the way the work gets done.
I’m most useful when the organization has capable people and real opportunity — but the systems, ownership, controls or workflows have not kept up.
01
Unclear ownership
Defining roles, responsibilities and handoffs so work stops duplicating and important tasks stop falling between people.
02
Inconsistent execution
Creating repeatable processes, forms, SOPs and quality controls without pretending every situation is identical.
03
Operational risk
Recognizing exposure, escalating appropriately and turning legal or compliance guidance into usable operational controls.
04
Scaling without structure
Building onboarding, training, staffing, workflow and accountability systems that can handle greater volume without sacrificing service.
05
Manual work that should repeat
Using CRM tools, templates, automation and standardized communication to remove avoidable rework.
06
People in the wrong seats
Using observation, performance review and skills/personality assessments to align people with work that fits their strengths.
Selected Case Studies
Real examples of building, scaling and protecting operations.
These examples show how I approach business problems: understand the failure point, create structure, make the process usable, and leave the organization stronger than I found it.
Case Study 01
Scaling a variable service business without losing consistency
Challenge
Real-estate transactions are highly variable, yet clients still expect a predictable, professional experience.
What I built
Role clarity, standardized workflows, forms, timing controls, training, QA and repeatable communication systems.
Scale
300–400 annual transaction workflows, 25–30 high-producing agents and up to 8 internal team members.
Result
A consistent service experience across varied files that supported client trust, repeat business and referrals.
Case Study 02
Building brokerage operations from the ground up
Challenge
New brokerages lacked mature SOPs, onboarding, recruiting structure, training plans, compliance controls and consistent workflows.
What I identified
Operational gaps, non-state-compliant practices, inconsistent documentation and areas of avoidable liability.
What I built
Policies, procedures, onboarding, training, compliance processes, workflow standards and attorney-informed controls.
Result
A more structured operating model with clearer expectations, repeatable processes and stronger risk management.
Case Study 03
Turning emerging liability into usable business controls
Challenge
Fast-moving market conditions created risk that standard forms and existing procedures did not fully address.
Examples
Inspection/option-period waivers, appraisal waivers, and emerging concerns around data centers, BESS facilities and energy developments.
Approach
I raised the exposure, recommended attorney review and helped translate counsel’s guidance into disclosures, disclaimers and repeatable procedures.
Result
Signed documentation and stronger controls were available to support the brokerage and agents when legal or disclosure questions later arose.
Case Study 04
Improving performance through people, incentives and process
Challenge
An insurance office was experiencing negative-to-flat monthly business performance.
Intervention
Employee training, clearer SOPs, sales incentives, role expectations and quality-control practices.
Result
Business performance improved to approximately $10K–$15K in month-over-month gains during the engagement.
What it shows
Operational improvement is not administrative housekeeping — it can directly influence business performance.
Case Study 05
Turning GoHighLevel into a repeatable client operations platform
Challenge
Real-estate professionals needed an integrated system rather than disconnected marketing and follow-up tools.
What I built
A StreamLine Marketing Pro platform using GHL for CRM, automations, forms, pipelines, calendars, landing pages, email campaigns and related workflows.
Implementation
Approximately 25 customized account builds, supported by standardized onboarding, automated emails and electronic forms.
Result
Reduced repetitive setup work, improved implementation consistency and created a more scalable client onboarding process.
Career Perspective
Built across entrepreneurship, regulated industries and hands-on operations.
My work has included operating my own companies, supporting brokerage ownership, supervising teams, consulting with small businesses, creating marketing technology systems and working inside larger corporate structures.
2004–Present
StreamLine Agents, Inc. — Founder & Operations Lead
Built and operated a multi-service business spanning transaction operations, hourly support, rentals/listings/applicant screening, business consulting and marketing consulting, while managing staffing, payroll, performance reviews, training, workflows and quality controls.
Current
StreamLine Marketing Pro — Founder / Platform & Client Operations
Created a GoHighLevel-based platform for real-estate professionals integrating CRM, automation, forms, pipelines, websites, email campaigns, calendars and onboarding systems; implemented approximately 25 customized client accounts.
2023–Present
Eakin Group — Brokerage Operations, Transaction & Compliance Support
Supports ownership with brokerage operations, transaction management, CRM, marketing, compliance, workflow design, issue spotting, operational risk identification and implementation of counsel-informed controls.
2020–2023
Edie West Realty Group — Business Manager & Delegated Supervisor
Managed brokerage operations, compliance oversight, file review, agent support, onboarding, training, process development, contract coaching, escalations and operational risk controls.
2001–2004
Small Business Consulting
Advised small businesses, including insurance offices, on staffing, training, incentives, SOPs, performance systems and quality controls. In one engagement, operational and people changes contributed to approximately $10K–$15K in month-over-month business growth.
Earlier Career
Title, Insurance & Sears Brand Central
Earlier experience includes title commitments/policies, insurance pre-underwriting and client account responsibilities, plus Sears Brand Central where I supported training, scheduling oversight and day-to-day personnel leadership for approximately 15–18 employees under the department head.
Capabilities
Where I create the most value.
A combination of business ownership, operational leadership, systems thinking, people management, compliance judgment and hands-on implementation.
Business Operations & Scale
- Operating-model design and process standardization
- SOPs, workflows, service standards and quality controls
- Workload, capacity and multi-client operations
- Cross-functional execution and operational problem solving
People Leadership
- Hiring, onboarding, training and performance review
- W-2 and 1099 administration and payroll processes
- Incentives, bonus programs and staff development
- Skills/personality assessment and role-fit support
Risk, Compliance & Controls
- Issue spotting and risk escalation
- Regulated workflow and documentation review
- Attorney-informed disclosure and control implementation
- Documentation, audit readiness and quality assurance
CRM, Automation & Client Systems
- GoHighLevel platform implementation and customization
- CRM, pipelines, forms, calendars and email automation
- Standardized onboarding and client implementation
- Marketing operations, landing pages and communication workflows
Fix the system — not just the symptom.
When the same problem keeps appearing, I want to understand why it exists, what part of the operating model is producing it, and what structure will keep the organization from solving the same problem again next month.
Professional Recommendations
What leaders and clients say about working with me.
Three perspectives on judgment, operations, leadership, reliability and the way I work when the stakes are high.
Sean A. Clemmensen
Managing Partner, SCJW, PLLC
An attorney and title-company owner who has worked with me for several years, Sean speaks to my judgment around operational risk, issue spotting, compliance, escalation and leadership in regulated environments.
Read Recommendation →Cindy de la Garza
Owner & Broker, DLG Realty Advisors
Cindy describes my work across transaction coordination and broader operational support, including high-volume organization, workflow streamlining, precision, communication and dependable execution.
Read Recommendation →Kimberly Daniel
REALTOR®, Compass
Kimberly highlights trust, judgment, proactive problem solving, communication and follow-through — including the value she places on my practical guidance in complex real-estate situations.
Read Recommendation →Let’s Connect
Looking for an operator who can build, organize and improve the way work gets done?
I’m interested in senior business operations, compliance/risk, implementation, process improvement, program operations and mission-driven leadership roles where experience, judgment and execution matter.