Home
About
Services
Work With Us
Contact
Home
About
Services
Work With Us
Contact
What Sets Us Apart?
What Sets
Us Apart?
A Founder Who's a Partner in Your Success
A Founder Who's a Partner
in Your Success
Essence Britt-Reid brings a wealth of expertise to Cream the Collective with her Project Management Professional (PMP) certification, a globally recognized credential that demonstrates her deep understanding of project management principles and practices. With this certification, Essence expertly navigates every aspect of project coordination, from planning and execution to monitoring and completion, ensuring projects are delivered on time and within budget.
She utilizes modern tools like Google Workspace, Office 365, Trello, and Salesforce to streamline processes, optimize workflows, and maintain clear communication across all touchpoints. Her strategic approach, backed by her PMP certification, ensures that every task, project, and event is handled with precision, freeing you up to focus on the bigger picture while she drives efficient, impactful results.
Essence Britt-Reid brings a wealth of expertise to Cream the Collective with her Project Management Professional (PMP) certification, a globally recognized credential that demonstrates her deep understanding of project management principles and practices. With this certification, Essence expertly navigates every aspect of project coordination, from planning and execution to monitoring and completion, ensuring projects are delivered on time and within budget.
She utilizes modern tools like Google Workspace, Office 365, Trello, and Salesforce to streamline processes, optimize workflows, and maintain clear communication across all touchpoints. Her strategic approach, backed by her PMP certification, ensures that every task, project, and event is handled with precision, freeing you up to focus on the bigger picture while she drives efficient, impactful results.
Getting Started Is Easy
Getting Started
Is Easy
We Keep Things Simple, Seamless, and Built Around You
We Keep Things Simple, Seamless,
and Built Around You
Onboarding & Setup
Onboarding & Setup
We align with your systems to ensure a smooth transition.
We align with your systems to ensure a smooth transition.
We align with your systems to ensure a smooth transition.
Submit an Inquiry
Submit an Inquiry
Share your upcoming project or event, and we’ll review your needs.
Share your upcoming project or event, and we’ll review your needs.
Share your upcoming project or event, and we’ll review your needs.
Custom Strategy
Custom Strategy
We design a plan that integrates seamlessly with your team.
We design a plan that integrates seamlessly with your team.
We design a plan that integrates seamlessly with your team.
Ongoing Support
Ongoing Support
We manage vendors, timelines, and reporting to deliver results.
We manage vendors, timelines, and reporting to deliver results.
We manage vendors, timelines, and reporting to deliver results.
Discovery Call
Discovery Call
We meet with stakeholders to define priorities and success metrics.
We meet with stakeholders to define priorities and success metrics.
We meet with stakeholders to define priorities and success metrics.
No extra meetings. No bottlenecks. Just smooth delivery.
Client Success Story
See How We’ve Helped Organizations Like Yours
Equitable Advisors
Equitable Advisors, a leader in financial services, recognized the need to optimize their operations to elevate client engagement, boost efficiency, and enhance overall productivity. With a focus on refining processes such as client outreach, paperwork management, and consistent scheduling, the firm sought strategic support. That’s when they partnered with Essence Britt-Reid of Cream the Collective, who led the transformation with purpose-driven, streamlined solutions.
Challenges
The team faced several operational and engagement challenges that impacted performance and client satisfaction. Client engagement was inconsistent, leading to missed opportunities and delayed response times. Follow-ups lacked a standardized process, creating confusion and frequent communication gaps. Manual paperwork, especially for insurance and 403(b) applications, was tedious and error-prone. Additionally, the absence of a structured system for scheduling client reviews caused delays and inefficiencies in managing relationships.
Solutions
To resolve these issues, we introduced a centralized task management system using Trello, enabling the team to track client engagement, follow-ups, paperwork, and reviews in one coordinated workflow. We developed process documentation and SOPs to standardize key tasks such as onboarding and application submission, ensuring faster and more consistent execution. We also optimized Salesforce by cleaning up data and streamlining workflows, making it easier to prioritize client reviews and improve relationship management. Finally, we integrated virtual assistants to handle routine administrative tasks, including paperwork processing and CRM updates, allowing the core team to focus on higher-value client interactions.
Resolutions
With clearer task management and standardized workflows, internal meetings became more focused and efficient. Streamlined processes led to faster turnaround times and fewer errors in client paperwork. New team members were able to onboard more quickly with the help of documented procedures, reducing training time and accelerating productivity. Most importantly, consistent follow-ups and well-organized client reviews enhanced overall client relationship management, driving better outcomes and long-term satisfaction.
Client Success Story
See How We’ve Helped Organizations Like Yours
Equitable Advisors
Equitable Advisors, a leader in financial services, recognized the need to optimize their operations to elevate client engagement, boost efficiency, and enhance overall productivity. With a focus on refining processes such as client outreach, paperwork management, and consistent scheduling, the firm sought strategic support. That’s when they partnered with Essence Britt-Reid of Cream the Collective, who led the transformation with purpose-driven, streamlined solutions.
Challenges
The team faced several operational and engagement challenges that impacted performance and client satisfaction. Client engagement was inconsistent, leading to missed opportunities and delayed response times. Follow-ups lacked a standardized process, creating confusion and frequent communication gaps. Manual paperwork, especially for insurance and 403(b) applications, was tedious and error-prone. Additionally, the absence of a structured system for scheduling client reviews caused delays and inefficiencies in managing relationships.
Solutions
To resolve these issues, we introduced a centralized task management system using Trello, enabling the team to track client engagement, follow-ups, paperwork, and reviews in one coordinated workflow. We developed process documentation and SOPs to standardize key tasks such as onboarding and application submission, ensuring faster and more consistent execution. We also optimized Salesforce by cleaning up data and streamlining workflows, making it easier to prioritize client reviews and improve relationship management. Finally, we integrated virtual assistants to handle routine administrative tasks, including paperwork processing and CRM updates, allowing the core team to focus on higher-value client interactions.
Resolutions
With clearer task management and standardized workflows, internal meetings became more focused and efficient. Streamlined processes led to faster turnaround times and fewer errors in client paperwork. New team members were able to onboard more quickly with the help of documented procedures, reducing training time and accelerating productivity. Most importantly, consistent follow-ups and well-organized client reviews enhanced overall client relationship management, driving better outcomes and long-term satisfaction.
Client Success Story
See How We’ve Helped Organizations Like Yours
Equitable Advisors
Equitable Advisors, a leader in financial services, recognized the need to optimize their operations to elevate client engagement, boost efficiency, and enhance overall productivity. With a focus on refining processes such as client outreach, paperwork management, and consistent scheduling, the firm sought strategic support. That’s when they partnered with Essence Britt-Reid of Cream the Collective, who led the transformation with purpose-driven, streamlined solutions.
Challenges
The team faced several operational and engagement challenges that impacted performance and client satisfaction. Client engagement was inconsistent, leading to missed opportunities and delayed response times. Follow-ups lacked a standardized process, creating confusion and frequent communication gaps. Manual paperwork, especially for insurance and 403(b) applications, was tedious and error-prone. Additionally, the absence of a structured system for scheduling client reviews caused delays and inefficiencies in managing relationships.
Solutions
To resolve these issues, we introduced a centralized task management system using Trello, enabling the team to track client engagement, follow-ups, paperwork, and reviews in one coordinated workflow. We developed process documentation and SOPs to standardize key tasks such as onboarding and application submission, ensuring faster and more consistent execution. We also optimized Salesforce by cleaning up data and streamlining workflows, making it easier to prioritize client reviews and improve relationship management. Finally, we integrated virtual assistants to handle routine administrative tasks, including paperwork processing and CRM updates, allowing the core team to focus on higher-value client interactions.
Resolutions
With clearer task management and standardized workflows, internal meetings became more focused and efficient. Streamlined processes led to faster turnaround times and fewer errors in client paperwork. New team members were able to onboard more quickly with the help of documented procedures, reducing training time and accelerating productivity. Most importantly, consistent follow-ups and well-organized client reviews enhanced overall client relationship management, driving better outcomes and long-term satisfaction.
Client Success Story
See How We’ve Helped
Businesses Like Yours
Equitable Advisors
Equitable Advisors, a leader in financial services, recognized the need to optimize their operations to elevate client engagement, boost efficiency, and enhance overall productivity. With a focus on refining processes such as client outreach, paperwork management, and consistent scheduling, the firm sought strategic support. That’s when they partnered with Essence Britt-Reid of Cream the Collective, who led the transformation with purpose-driven, streamlined solutions.
Challenges
The team faced several operational and engagement challenges that impacted performance and client satisfaction. Client engagement was inconsistent, leading to missed opportunities and delayed response times. Follow-ups lacked a standardized process, creating confusion and frequent communication gaps. Manual paperwork, especially for insurance and 403(b) applications, was tedious and error-prone. Additionally, the absence of a structured system for scheduling client reviews caused delays and inefficiencies in managing relationships.
Solutions
To resolve these issues, we introduced a centralized task management system using Trello, enabling the team to track client engagement, follow-ups, paperwork, and reviews in one coordinated workflow. We developed process documentation and SOPs to standardize key tasks such as onboarding and application submission, ensuring faster and more consistent execution. We also optimized Salesforce by cleaning up data and streamlining workflows, making it easier to prioritize client reviews and improve relationship management. Finally, we integrated virtual assistants to handle routine administrative tasks, including paperwork processing and CRM updates, allowing the core team to focus on higher-value client interactions.
Resolutions
With clearer task management and standardized workflows, internal meetings became more focused and efficient. Streamlined processes led to faster turnaround times and fewer errors in client paperwork. New team members were able to onboard more quickly with the help of documented procedures, reducing training time and accelerating productivity. Most importantly, consistent follow-ups and well-organized client reviews enhanced overall client relationship management, driving better outcomes and long-term satisfaction.
The Tools Behind Your Success
The Tools Behind Your Success
We Use Top-Tier Tools to Keep Your Business Organized and Efficient
We Use Top-Tier Tools to Keep Your Business Organized and Efficient
Your partners in operations,
projects, and impact.
Designed by Willow Creative Studios
Your partners in operations,
projects, and impact.
Designed by Willow Creative Studios
Your partners in operations,
projects, and impact.