Business Automation That Scales With You

Save 10+ hours/week with simple, affordable tools.

US-basedPMP-CertifiedZapierAirtableShopifySquareStripe
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Kristen Boardman

What I Do

I help growing businesses automate the messy, manual stuff—without enterprise software costs (Tools cost: $0-20/month).

The Problem

You're drowning in copy-paste tasks, orders live in spreadsheets, and ops breaks when you get busy.

The Solution

I build clean, low-cost systems that connect your apps (Shopify/Square/Email → Zapier → Airtable/QuickBooks).

Typical Results

  • ✅ 10+ hrs/week saved
  • ✅ Fewer errors
  • ✅ Clear dashboards

Core Services

🔔

Instant Order Alerts

Get notified the second a customer places an order - no more lost sales

🛒

E-commerce Integration

Connect your existing online store to automated workflows and inventory tracking

💳

Payment Automation

Automatic receipts, payment tracking, and bookkeeper-ready reports

✉️

Customer Communication

Automated order confirmations, shipping updates, and follow-up emails

🤖

Stop Repetitive Tasks

Eliminate copying info between systems - it happens automatically

📊

Business at a Glance

Simple dashboards showing sales, inventory, and what needs attention today

🧼

Clean Customer Lists

Organize contacts, remove duplicates, and find your best customers

🎯

Custom Workflows

Tailored automation for your specific business needs

📝

QuickBooks Integration

Seamless connection between your sales and accounting

Popular Packages

Airtable System Setup

Smart Foundations for Organized, Insightful Ops

You get:

A tailored Airtable base designed around your business — with clear structure, automations, and dashboards that turn messy data into actionable insight.

Scope (typical):

  • Design or optimize tables for Projects, Clients, Tasks, Orders, or Finances
  • Link records for visibility across teams and workflows
  • Add calculated fields for totals, profit, margin, or progress
  • Create one-click actions for updates, reminders, or reports
  • Build dashboards + filters for easy decision-making
  • Deliver setup guide + 20-min walkthrough

Who it's for:

Ideal for service providers, creators, consultants, or small operations teams ready to move beyond spreadsheets.

Delivery:

~5 business days

Investment:

Starting at $1,000

Business Automation using Zapier

Connect Your Tools and Eliminate Manual Work

You get:

A Zapier hub with multiple inputs → multiple outputs, error handling, and handoff SOPs.

Scope (typical):

  • Map your top 2–3 bottlenecks
  • Build Zapier hub (Shopify/Square/Email → Airtable/Slack/QuickBooks)
  • Add error logging + alerts
  • Deliver short SOPs + 20-min walkthrough

Delivery:

~5 business days

Investment:

Starting at $1,500

Portfolio Highlights

Wireless Infrastructure Company

Airtable + Zapier

Designed a quoting and ops base with tables for Quotes, Services, Products, and Subscriptions. Added price tiers, cloneable quotes, one-click task updates, and margin dashboards for instant financial visibility.

Fleet Management System

Prototype — Airtable/Zapier

Intake → approvals → dispatch → returns, with automated checklists and notifications.

Shopify ↔ Airtable Integration

Backend System

Sync SKUs, BOMs, orders, and inventory; trigger Slack alerts, ShipStation labels, and Klaviyo emails.

Sample Outcomes (Recent)

  • 10+ hrs/week saved by replacing spreadsheet hand-offs with Airtable interfaces
  • 📦 50% faster order processing time
  • 🔔 Cleaner fulfillment: orders flow automatically, customers get updates
  • 📊 Fewer surprises: dashboards + alerts highlight what needs attention today

Experience

Founder & Automation Consultant — KB Ops Collective

Jan 2024–Present

Helping small businesses streamline operations with practical, low-code tools.

  • Build and automate custom workflows using Airtable, Zapier, Shopify, and QuickBooks Online
  • Replace manual quotes, invoices, and tracking sheets with connected systems that save 10+ hours/week
  • Create lightweight dashboards for margin, profit, and fulfillment visibility
  • Develop one-click tools like pricing tiers, status updates, and alerts for service and product-based businesses
  • Focus on clarity, simplicity, and quick ROI—automation that scales with each client's growth

Founder & Operations Lead — Castaway Covers

Sep 2024–Present

Built an outdoor-furniture-cover brand from sketch to shipment.

  • Headless Shopify on Vercel; mobile-first checkout lift ~3–5%
  • Airtable base for SKUs, BOMs, orders; Zapier flows for automation
  • Cut ~10 manual touches per order

Global Director, Professional Services Operations — Honeywell

2007–2024

Led global delivery ops (Sparta Systems).

  • Resourcing, vendor mgmt, project finance, PMO
  • Process improvements with Salesforce, SAP, Power BI, Tableau
  • Built playbooks/SOPs; improved utilization, transparency, on-time delivery

Let's Talk

Share 2–3 pain points + your current tool stack. I'll reply with a quick-wins plan and a flat-fee proposal.