Hi, I’m Jen. 👋

Blue Bulldog provides fractional operations management for professional services firms.

After 12+ years in banking and financial services, I made an unexpected pivot: I taught myself to build AI-powered operational systems and now manage them for clients on a monthly retainer basis.

WHAT I DO:
I own your operational backend on a fractional basis. Each month, I:
• Set up and maintain your CRM (Redtail, Ontraport, HubSpot, etc.)
• Build and manage automated workflows
• Integrate your tools so they actually work together
• Keep your data organized and compliant
• Automate repetitive processes with AI where it makes sense

WHO I WORK WITH:
Financial advisors, RIAs, and law firms who need operational systems management but don’t need a full-time Operations Manager.

THE TECHNICAL SKILLS I BRING:
AI & Automation:
• Claude API implementation and prompt engineering
• n8n workflow design and orchestration
• Python scripting for data processing
• API integrations (Google Drive, CRMs, SEO tools)
• Document processing and OCR
• Compliance checking systems for regulated industries

WHAT I’VE BUILT:
Through Blue Bulldog, I’ve built compliance checking tools, automated content systems, research workflows, and document processing systems for financial advisors and law firms.
I also build standalone AI applications for the advisor market.

LET’S CONNECT IF:
You need someone to manage your CRM, workflows, and automation systems on an ongoing basis.

“Our marketing isn’t working.” That’s what my client said when they hired me.

They were spending thousands per month on Facebook ads, billboards, newspaper ads, movie theater commercials.

First question in our onboarding call: “Which channel brings you the most clients?”

“We don’t know.”

Their marketing wasn’t the problem. Their operations were.

We didn’t need better ads. We needed systems:

👉 Lead source tracking
👉 CRM lead scoring (event attendance, book downloads, email opens)
👉 Google review automation
👉 Custom follow-up based on actual engagement

Six months in, we drastically cut ad spend across every platform.

Same lead volume. Fraction of the cost.

Because now we knew what actually worked.

In my experience, businesses pour money into marketing while their operations leak revenue.

✔️You can’t optimize what you can’t measure.

✔️You can’t scale what you can’t track.

✔️You can’t fix “marketing that doesn’t work” without operations that capture the data.

Marketing and operations go hand in hand.

If your marketing isn’t delivering, maybe it’s not your marketing.

Maybe you just don’t have the operations in place to know what’s working.

Jen Z.

Hi, I’m Jen. 👋 Thanks for dropping by. 

❓What I do: I am a marketing expert that specializes in working with financial advisors that are looking to build brand awareness and thought leadership through the power of social media. The ultimate goal is to turn prospects into clients and re-engage your existing audience.

🕰My experience: I have over a decade of experience in the financial industry where I have learned the challenges that advisors face with finding new clients, quickly establishing rapport, and finally building enough trust to convert them from prospect to client.

👉🏼How I can help: I can help you explain complicated financial concepts in a simple easy-to-understand manner, while keeping in mind the emotions involved in making financial decisions. I will work with you to determine what your customers really want, where you’re exceeding those expectations, and where you may be falling short. And then we’ll work together to create engaging, impactful content that makes a difference.

♟My strategy: My goal is to take this content and then repurpose it numerous ways on various platforms. By repurposing content that you have already created you will save time, boost your SEO, and reach new audiences. 

My Areas of Expertise:
➡️Social media content development
➡️YouTube marketing
➡️Podcasts
➡️Graphic design
➡️Video creation, editing, and ranking

👉🏼Check out my website: https://www.thesocialbulldog.com/services to view a list of services that I provide and see some samples of my work. 

☎️ If you would like to discuss a marketing strategy for your business, I would love to speak with you. Book a meeting here: https://www.thesocialbulldog.com/letschat

Fractional Operations Manager | CRM Setup, Workflow Automation & AI Integration for Professional Services | Redtail | Ontraport

Your team shouldn’t have to work this hard just to stay organized.

I finished a project where a client was hemorrhaging money on rush fees, their team was constantly scrambling for files, and management had no idea where work was getting stuck.

It wasn’t a people problem. 

They had smart, capable people. 

Their systems just weren’t set up to support how they actually work.

✔️We organized their existing assets so the team could find what they needed in seconds instead of panicking at the last minute. 

✔️Built SOPs for their quarterly events so they stopped reinventing the wheel and could actually plan ahead (crushed the rush fees💪🏼). 

✔️Created an inventory tracking system for their books and swag that saved them thousands on rush fees. 

✔️Set up automated workflows in Asana so management could see exactly where tasks were stuck and team members had clear direction plus every resource they needed right in front of them. 
 
💪🏼They’re saving thousands in rush fees every quarter. 

💪🏼Their team can actually prep on time instead of scrambling. 

💪🏼Management has full visibility into operations. And everyone knows exactly what they’re supposed to do and has the tools to do it well.

If your team is working hard but your systems are making them work harder, you’ve got an operations problem, not a people problem.

And operations problems can be fixed. Check out my proposal below. 👇🏼 

Let’s talk if this sounds familiar.

Sample operations manual and workflow

Nothing means more to me than these moments.

2026 has already taught me some hard lessons after a year of late hours, relocating to a new state, and grinding through everything that came with it.

I was working incredibly hard, but my business model wasn’t sustainable. 

I was burning out, and the work wasn’t creating the impact I wanted.

And for what?

I’ve learned that when you’re away from moments like these, it better be for work that actually matters. 

Work with people who are equally invested. 

Building something that creates real value.

So I’m changing how I approach my business. 

Being intentional about who I work with and what I’m building. 

Working with purpose, not just working hard.

Because he deserves a mom who’s present. And my work deserves to mean something. 💪🏼

What lessons have you learned in your business?

taplio

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