Cornwell Consulting Group, LLC

Creating efficiencies. Defining processes. Empowering teams.

Process Improvement / Automations / Integrations

I work within your existing software to setup automations and provide best practices. This can be related to Account Management, Training, HR or Bookkeeping. I have experience with integrations and can advise on APIs, data feeds, SSO, product / feature requests and documentation. I can be your link between your business teams and your IT teams.

Account Management

Process Improvement / Automations / Integrations

I work with your Customer Success / Client Satisfaction Departments to ensure you are cultivating happy customers. Are you performing quarterly reviews with your most strategic clients? Do you have standard account management procedures in place? Do your reps know how to identify and act on upsell opportunities? I help outline - and automate - a process to make your Account Management Team and Customer Success Departments transform your clients into loyal champions.

Training

Process Improvement / Automations / Integrations

Human Resources

I have experience creating and delivering in-person and remote training. I can help you create customized trainings and course roadmaps for both your employees and clients. I’ve delivered trainings to everyone from system users, to managers, to Executive-level stakeholders, including train-the-trainer sessions.

Human Resources

As a former Director of HR, I help advise on best practices, setup templates and procedures, provide guidance on payroll, new hire onboarding, employee handbooks, employee files, performance reviews, and more.

Bookkeeping

Human Resources

Bookkeeping

I help with your monthly bookkeeping to ensure your accounts reconcile accurately. From setting up your accounting software, to connecting your accounts, to data entry, to bank reconciliation, to invoicing, to paying bills, to reporting, I can help you be prepared for your accountant and tax season.

Human Resources

Bookkeeping

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