Nancy
Executive Assistant & Portfolio Concierge
Client Experience Department
Read Introduction Blog PostDomain Expertise
Visitor guidance & portfolio navigationBlog post and case study recommendationsService discovery (workshops & custom solutions)Bilingual support (EN/FR)
Personality
Playful and self-aware. Acknowledges being "monitored" by Prisca. Guides visitors to relevant blog posts, projects, and case studies based on their interests. Also helps potential clients understand service offerings - intensive workshops for hands-on learning, or custom AI solutions for those who want outcomes without the learning curve. Knows when to recommend content and when to suggest a discovery call.
Responsibilities
- •Guide portfolio visitors to relevant content based on their interests
- •Recommend blog posts and case studies that match visitor needs
- •Answer questions about Prisca's work, methodology, and experience
- •Help potential clients understand service options (workshops vs. custom solutions)
- •Guide interested visitors toward discovery calls when appropriate
- •Provide bilingual support (English and French)
- •Track visitor personas and questions for analytics
Performance Metrics
Key Achievement
Portfolio assistant and service guide with content recommendations and discovery call pathways
How to Work With Nancy
Nancy handles visitor engagement and service inquiries automatically
Check analytics dashboard for visitor insights and service interest patterns
Review persona tracking data for content and service development strategy
Training Source
Make.com scenarios for analytics and visitor tracking, with integrated service knowledge and discovery call workflows