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“Be — don’t try to become” ― Osho
In her dynamic career, Rachel has excelled as a senior sales agent with a proven track record, a shrewd business owner who implemented systems and organizational processes, and an astute consultant who guided small businesses towards streamlined workflows and effective intraoffice communications, culminating in successful launches. With a passion for optimizing operations and a penchant for harnessing technology to solve intricate challenges, Rachel brings a unique blend of expertise to the table.
Rachel’s affinity for technology is evident in her pursuit of complex solutions to conquer business workflow hurdles and streamline operations. Her innate methodical approach to tasks makes her a natural at taking charge of processes and meticulously tracking projects and key deliverables. She is committed to helping small businesses and takes great pride in being a part of their success and growth. She’s happy partnering with Trusty Oak because she can do meaningful work on her terms with an entire team backing her up.
When Rachel isn’t working or taking courses to expand her knowledge, you’ll find her in the kitchen baking sourdough and competing to be the house Top Chef as she is married to a professional private chef. As someone living in one of the top ski resort destinations in America, you can sometimes find her on the slopes, but she describes herself as a ‘Covergirl’ skier; she likes easy, breezy [runs]. She also keeps a full schedule with four kids, two rescue dogs, and a bearded dragon.
Monday–Friday: 9:00 am - 2:45 pm
Mountain Time Zone
Project Management
Data Entry & File Management
General Admin
Document & Form Creation
Purchasing, Expense & Invoice Management
Onboarding
Task Management
Travel Planning
Business Operations
Small Business & Startups
Travel & Hospitality
Technology
Real Estate
Business & Personal Scheduling: Calendly | Google Calendar
Accounting: QuickBooks Online
CRM: Pipedrive | Monday.com
Creative | Design: Canva | Heyzine
Automations: Zapier
Web Platforms: Webflow
Communication: Slack | Zoom
Employee Scheduling: Square
Additional Tools: Microsoft Suite | Google Suite | Cognito