How to switch course platforms without losing a single student
The exact migration checklist I use with clients, including the three things everyone forgets to test before flipping the switch.
Read the post →Ops & customer experience for startups, nonprofits & mission-led businesses
Migrations that don't lose a single student. Email automations that actually send. Launches and events that land on time. Reports your board can read. That's the work. I'm Norie, and it's my favorite kind.
no hourly billing, no micromanaging, just outcomes ↓
Every engagement is scoped around outcomes, not hours. Here's where I do my best work:
Moving your course, CRM, or knowledge base to a new platform with content, students, and data intact. Mapped, tested, and switched over with zero "wait, where did that go?" moments.
Welcome sequences, onboarding flows, donor journeys, and re-engagement campaigns, built in your email tool, documented, and actually firing when they should.
Course, program, campaign, or product launches run from a real project plan: timeline, tech checklist, email calendar, and a calm person (me) watching all of it.
Virtual summits, fundraisers, webinars, and workshops. Registration, reminders, run-of-show, speaker wrangling, and post-event follow-up, all handled end to end.
The numbers that matter, in one place your team or board actually reads. Pulled from your tools monthly, with plain-language notes on what changed and why.
One project plan, clear owners, honest status updates. I keep cross-functional projects and small teams moving without anyone having to chase anyone.
Member onboarding journeys, engagement calendars, moderation guidelines, and a weekly rhythm that keeps your customer, donor, or member community active. I build the system, not just answer the inbox.
Support queues run with care: help docs, saved replies, and a feedback loop that turns tickets into fixes. 14+ years on the front lines means your customers are in kind, capable hands.
The platforms I build in, automate, and untangle most often:
And that's the short list. Running something else? Clients say I pick up new tools fast, and they're right. Your stack is fine.
You shouldn't need a project manager to manage your operations person. Here's the whole process:
Free, 30 minutes. We talk through what's slowing you down, and I'll tell you honestly whether I'm the right fit for it.
Scope, deliverables, timeline, and one price. No surprises later.
50% to start on projects; retainers bill on the 1st. I work inside your tools with weekly updates, always.
Projects end with docs, SOPs, and 14 days of post-handoff support. Retainers roll month to month, cancel with 30 days' notice.
Outcomes and predictable pricing, not hourly meters. Every engagement starts with a free 30-minute fit call, and if none of these boxes fits, we build a custom scope on the call.
One-time project · ~2 weeks
One-time project · scoped to the system
One-time project · 6–8 weeks
Monthly retainer · ~10 hrs
Monthly retainer · ~20 hrs
Monthly retainer · ~40 hrs
Nonprofits get 15% off any package. Mission-led work is why I do this. 💛
Not sure where to start? The Ops Audit is the best first step, and its fee is credited toward whatever we start within 60 days.
The two documents I open at the start of almost every client project, yours in exchange for an email address.
62 checks across pages, checkout, emails, and integrations. Everything I verify before a client's cart opens. Run it and launch week gets a whole lot quieter.
A self-audit workbook that finds where your team is leaking hours: duplicate tools, manual steps that should be automated, and reports nobody reads. Painfully clarifying.
About me · aka your new ops partner
I've spent 14+ years in customer experience and operations, the last 8 of them remote, as the person behind the scenes for mission-driven organizations: support inboxes, marketing ops, course platforms, launches, and the systems holding them together. I've seen what happens inside growing teams when nobody owns those systems: launches slip, automations silently break, and the founder becomes the ops department.
So that's the job I do now. I work with startups, nonprofits, and growing teams as an operations partner, on projects or retainer. I build systems your team can actually run, and I document everything so knowledge never lives in one person's head. (Not even mine.)
Based in the Philippines, working async-first with teams worldwide. 🌏
Verbatim from Upwork reviews. Swipe or click through:
"There is nothing Norie can't figure out how to do. She is efficient, creative, self-starting and an excellent administrator/coordinator for the entire needs of running an online business."
"Norie is absolutely fantastic. She picked up everything we needed her to very quickly and I cannot say enough good things about her! She did an incredible job providing customer support. She's great with communication, has a high attention to detail, is super organized, and communicates extremely well. We would highly recommended her to anyone, thank you Norie!"
"Norie was very friendly and experienced in the tasks I assigned her. She can easily adapt to new tools and processes, which is rare. I will hire her again in a month from now and definitely recommend you to work with her also."
"She is absolutely incredible!!! I'm so grateful to have found her. Hire this woman - she will change your work space, I promise you."
"Norie is the best to work with! She is smart, talented, and a self starter. I highly recommend her."
Practical, tool-agnostic operations advice for teams that don't have an ops department (yet).
The exact migration checklist I use with clients, including the three things everyone forgets to test before flipping the switch.
Read the post →Donor welcome, lapsed-donor win-back, event reminders and more, with the plain-language logic for each, whatever tool you use.
Read the post →Ditch the 14-tab spreadsheet. Here's the format I build for clients: five numbers, three sentences of context, one ask.
Read the post →30 minutes, free, no prep needed. Here's exactly how it goes:
Nothing to prepare. If it helps, jot down the two or three things eating the most time each week, but showing up is enough.
You talk me through how things run today: the tools, the launches, the inbox. I ask questions, and I'll flag the quickest wins I can see, whether or not we work together.
If we're a fit, a proposal lands in your inbox within 48 hours: scope, deliverables, timeline, one price. If we're not, I'll say so and point you somewhere better.
What it's never: a sales pitch, a hard close, or a test you can fail. Come with the messy version.
A project is fixed scope with a clear finish line: one migration, one system build, one launch, priced upfront and done in weeks. A retainer is ongoing monthly support where I keep your operations running, maintained, and improving. Many clients start with a project and move to a retainer once they've seen how I work.
Projects: 50% to start, the rest at delivery. Retainers: billed on the 1st of each month, cancel any time with 30 days' notice. Never hourly, so you always know the price before the work begins.
Custom scopes are normal, and the fit call is where we shape one. If you're not sure what you need at all, start with the Ops Audit: you get a findings report and a 90-day roadmap either way, and the fee is credited toward any build or retainer we start within 60 days.
No pitch, no hard close, no test you can fail. You tell me what's messy, I ask questions and flag the quickest wins I can see, and I tell you honestly whether I'm the right fit. If I'm not, I'll say so and point you somewhere better.
Me. Always. No agency handoff, no mystery subcontractors, no junior assistant you didn't sign up for. The person on the fit call is the person in your systems.
I'm based in the Philippines and work async-first with teams worldwide, and if your team needs live overlap hours, we can arrange them. You'll hear back within one business day, usually faster. One boundary worth knowing upfront: I don't work weekends, so a Friday message usually gets its reply on Monday.
Email for the main thread, Loom videos for updates and walkthroughs, and Slack for quick questions if your team lives there. Every engagement gets a weekly update covering what shipped, what's next, and anything I need from you, as a short written note or Loom. No status-meeting calendar clutter unless you want it.
Three, in most engagements: the fit call before we start, an onboarding call at kickoff, and an offboarding call at wrap-up. Everything in between happens async through Loom, Slack, or email, which keeps your calendar clear and the work moving.
After the fit call you get a proposal within 48 hours, and once it's signed, kickoff usually happens within another 48 hours (weekends excepted). If my project slots are full, I'll tell you the real start date on the call rather than overpromise.
Every project closes with a real handover: documentation and SOPs for everything I built, so your team can run the day-to-day confidently. You also get 14 days of post-handoff support for questions and small fixes. After that, most clients either keep me on a light retainer so the systems stay maintained and keep improving, or come back when the next project shows up. Tools update, teams change, and businesses grow; that part is ongoing, and that's what retainers are for.
For existing and past clients, yes, small fixes are always welcome. For new clients, the Ops Audit is the smallest engagement, and it's deliberately priced to be an easy first step. It gives us both a real look at whether we work well together.
Carefully. Credentials are shared through a password manager, never over email or chat, and anything stored on my side gets deleted at wrap-up. Best practice is for your team to have its own password manager, and I can set that up for you as part of the work. One more principle: every tool we use in your business is paid for and owned by you, in your accounts, so nothing ever depends on mine.
Yes: 15% off any package, project or retainer. Mission-led work is why I do this, and the discount is my way of putting that in writing.
Book a free 30-minute fit call. Come with the messy version. That's exactly what the call is for. If I'm not the right fit, I'll say so and point you somewhere better.
Book a free fit call ✳Prefer email? norie@heynorie.com
let's make your operations boring, in the best way ✳