Customer Success · Client Experience · Revenue-Aware Operations
I keep customers moving , from onboarding to long-term value.
Customer Success · Client Experience · Revenue-Aware Operations
My background is in high-volume, client-facing environments where follow-up, trust and clear communication directly affect revenue. I’ve managed hundreds of active conversations at a time, built follow-up systems, handled customer issues outside my formal scope, and run two businesses where I owned the client relationship from first contact through delivery.
The part of the work I’m strongest at is what happens when someone gets stuck. I’m good at finding the real point of friction, making the next step clear, and staying close enough to the customer to make sure the issue is actually resolved , not just replied to.
I also naturally look for patterns behind individual problems. If the same confusion keeps appearing, I want to fix the process, message or handoff causing it. That mix of customer care, commercial awareness and process ownership is what I now want to bring into a dedicated Customer Success role.
2026 , Present
Appointment Setter / Client Journey Support
ABUV The Par , Amazon FBA Wholesale (Remote)
Oct 2025 , Dec 2025
Appointment Setter / Pipeline Support
Darius Lukas , AI Agency (Remote)
Apr 2025 , Jun 2025
DM Appointment Setter
JKD Agency , Lead Generation (Remote)
Feb 2025 , Mar 2025
Appointment Setter
Entrebeliever , E-Commerce Coaching (Remote)
Jan 2025
Appointment Setter
Moves Method , Fitness / Mobility (Remote)
Apr 2023 , Jun 2024
Founder
Thrive with Tracey , Digital Business
2020 , 2023
Owner , Commercial Photo Retoucher
TraceyJo Photo , Commercial Photo Retouching for Beauty Brands & Magazines (Self-Employed)
Dec 2013 , Sep 2016
Junior Broadcast Journalist
CCN TV6
A large part of the pipeline was being missed because cold-call pickup rates were low.
I tested a different route instead of accepting the low contact rate as fixed, then built an SMS follow-up process around it.
The process now contributes an average of $4,000,$6,000 in monthly cash collected, with peak months reaching $10,000.
I look beyond the individual task and ask what is stopping the customer or process from moving forward.
Customer complaints in a shared inbox were sometimes sitting unresolved even though they were outside my direct responsibilities.
I handled issues I could resolve, then routed the rest to the right Customer Success contact with the context needed to act quickly.
The behaviour became recognised by the team and I received public acknowledgement for consistently supporting Customer Success.
I do not treat ownership as “whose job is this?” I focus first on getting the customer to the right outcome.
Prospects were dropping out because next steps were unclear and follow-up was inconsistent.
I created FAQ pre-work, confirmation sequences and reactivation workflows in GoHighLevel, then documented them so the process could be repeated across the team.
Booked appointments tripled and the setting team later scaled to roughly three times its previous size.
When the same problem keeps appearing, I want to improve the system behind it instead of solving the same issue one customer at a time.
When a customer is confused, I reduce the noise. Clear ownership and one concrete next action usually move things forward faster than sending more information.
Missed steps, slower replies and repeated confusion are signals. I would rather reach out early than wait for a customer to become disengaged.
If the same problem keeps coming up, I look for the broken handoff, unclear message or missing process behind it.
I resolve what I can, and when another person is needed I pass over the issue clearly so the customer does not have to start again.
Customers need to be able to see what has moved forward, what remains and what success looks like next. That clarity builds confidence.
Good Customer Success protects the relationship and the business. I pay attention to customer momentum, delivery quality and the moments that can affect retention or expansion.
From my Setter Manager
, Justin Newsom, Setter Manager · ABUV The Par
From a live coaching call
"A really good example of this is a really, really good setter. Her name is Tracey. I helped her take a job and she crushed it. She became the top-performing phone setter within a month , 100K cash collected."
, Younus Khanzada, Mentor · Remote Setting Mastermind
"Shoutout @Tracey Jordan for always shooting GHL messages to the CS team! We appreciate you!"
, Brittany Marroquin, Customer Success team
"You guided her beautifully in this call , she was confused and flustered, and you brought her exactly where she needed to be."
, Louise Barnett, on a live sales call review
Video testimonial , Aspen, Closer (worked with Tracey ~6 months)
Watch Aspen's video testimonialOpens on Loom ↗If you need someone who can take ownership after the sale , keeping customers engaged, spotting friction early, improving the experience and helping protect retention , I’d love to talk about what that could look like in your business.
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