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This project focused on building a structured deadline and task management system inside monday.com to help a growing team stay organized, track progress, and avoid bottlenecks across multiple projects.
I designed a centralized “Project Deadlines” board where tasks are clearly organized by timeframes (This Week, Next Week, This Month, Future Tasks, and Completed). This allows the team to instantly see priorities and upcoming work without confusion.
Each task includes key operational fields such as:
• Assigned team member
• Status (Not Started, In Progress, Stuck, Complete)
• Start and due dates
• Linked projects
• Priority levels (Low, Medium, High)
To improve accountability and visibility, I implemented automation logic that triggers alerts when tasks are marked as “Stuck,” ensuring issues are addressed immediately instead of delaying project timelines.
This system transforms scattered task management into a clear, actionable workflow where the team always knows:
• What needs to be done
• Who is responsible
• What is at risk
The result is improved execution speed, better team coordination, and fewer missed deadlines.
This type of setup is ideal for teams managing multiple projects who need clarity, accountability, and real-time tracking of progress.
The network for creativity
Join 1.25M professional creatives like you
Connect with clients, get discovered, and run your business 100% commission-free
Creatives on Contra have earned over $150M and we are just getting started
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This project involved building a complete lead management system inside monday.com to help a service-based business capture, organize, and track incoming leads from multiple sources in one centralized place.
I designed a structured “Lead Tracking” board that automatically collects and organizes leads based on where they come from (Website, Yelp, Google, Contractors, Returning Clients, etc.), giving full visibility into lead sources and performance.
Each lead includes essential data such as:
• Contact details (phone & email)
• Referral type (lead source)
• Status tracking (New Lead, Follow-up, Quote Sent, Proposal Sent, etc.)
• Notes and latest updates
To eliminate manual data entry and speed up response time, I implemented automation using Make (Integromat), Gmail, and OpenAI. This allows new leads coming from email or external platforms to be automatically captured, structured, and added into the system without any manual input.
I also built logic to:
• Automatically create new leads from incoming emails
• Update existing leads when new activity is detected
• Route data intelligently based on conditions (new vs existing leads)
The result is a streamlined lead pipeline where the business can clearly see:
• Where leads are coming from
• The current status of every lead
• What actions need to be taken next
This system helps reduce missed opportunities, improves follow-up consistency, and gives full control over the sales process.
This type of setup is ideal for businesses that receive leads from multiple channels and want a clean, automated way to manage and convert them.
Get ready for Fuser Co-Create ⚡
Your task:
Create a single product mockup using Fuser — then share the workflow that made it possible.
Your submission has two parts:
• A polished visual deliverable
• A live link to your Fuser workflow
Concept. Compose. Deliver.
It’s not just about the final output — it’s about the process behind it.
Are you looking to reclaim your time and focus on scaling your business? I provide high-level administrative support and operational efficiency to help entrepreneurs and busy teams stay organized. I specialize in streamlining workflows, managing day-to-day tasks, and ensuring nothing falls through the cracks.
I pride myself on a communication style that is warm, informative, and transferable—ensuring that every task I complete is easy for you to review and integrate into your business.
Core Competencies:
Executive Support: Email management, calendar scheduling, and travel coordination.
Data & Documentation: Expert-level data entry, Google Sheets/Excel management, and professional document formatting (Reports, Manuals, and Presentations).
Customer Support: Responding to inquiries, managing CRM records, and maintaining client relationships.
Research & Strategy: Comprehensive market research, lead generation, and content curation.
Project Coordination: Keeping tasks on track using tools like ClickUp, Trello, or Asana.
Tools & Software:
Productivity: Microsoft Office 365, Google Workspace.
Design & Layout: Canva, Figma.
Management: ClickUp, Calendly, Slack.
Why Hire Me?
I don’t just "do tasks"—I look for ways to make your business run better. My background in data and strategic planning allows me to handle complex assignments with precision and a results-oriented mindset.
Let’s connect and discuss how I can take the weight off your shoulders so you can focus on the big picture!
Tips for your Upwork Profile:
Professional Photo: Use a high-quality headshot with good lighting and a neutral background.
Portfolio: Even if you are a "General" VA, upload samples of organized spreadsheets, a Canva-designed presentation, or a sample project plan.
Testimonials: If you’ve worked with clients outside of Upwork, use the "Request a Testimonial" feature to build early social proof.
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