Trish Lopena is VP of Operations and the project manager responsible for turning each client's business into a system that runs. A business analyst by discipline, she maps the inner workings of a client's operation end to end, then designs the workflows that close gaps, remove operational risk, and let the business function without depending on its owner. Trish is the firm's Zoho and CRM authority, architecting and building the automations, pipelines, and operational infrastructure that hold a transformation in place. Her work is where strategy becomes the way a business actually operates day to day.
She learns how a client's operation actually runs before designing anything.
Workflows are built to remove risk and eliminate the points where work breaks down.
Systems, automations, and pipelines built to fit the business, not the other way around.
Operations designed to run without depending on any one person.
Every plan is translated into a system the business can run on.
Trish leads operations for FourStage & Co., where she analyzes how each client's business works, identifies the gaps and risks inside it, and builds the systems that close them. As the firm's Zoho and CRM expert, she designs and implements the automations, pipelines, and workflows that give a business operational structure. Her focus is making the work repeatable and durable, so that growth compounds and the business operates with confidence rather than improvisation.
As VP of Operations, Trish maps each client's business, closes operational gaps, and builds the CRM systems that let it run on infrastructure.
