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This project was a full CRM and workflow automation system built inside monday.com, designed to help a growing business manage leads, track projects, and automate internal processes from start to finish.
I developed a complete lead tracking system that captures new inquiries from email and external sources, automatically creates structured entries, and organizes them by referral type (Website, Yelp, Contractors, Returning Clients, etc.). Each lead includes key information such as status, notes, follow-ups, and latest updates—giving full visibility into the sales pipeline.
Beyond lead management, I designed a multi-stage project workflow that mirrors real business operations. Projects automatically move through stages like feasibility, design development, city submission, and construction—reducing manual work and ensuring nothing falls through the cracks.
To power this system, I built advanced automations using Make (Integromat), monday.com, and OpenAI. This includes:
• Automatic lead capture from Gmail
• Smart data parsing and structuring using AI
• Conditional routing (create vs update workflows)
• Status-based automations and notifications
• Cross-board linking between leads and projects
The result is a centralized, automated system that replaces manual tracking, improves response time, and gives the business complete control over both leads and ongoing projects.
This kind of setup is ideal for service-based businesses that want to scale without losing organization or missing opportunities.
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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High-Ticket Lead Generation: Houston Roofing Decision Makers 🏗️💎
In the construction industry, generic leads are a waste of time. For this project, I moved beyond simple scraping to find verified decision-makers (Owners, CEOs, and Operations Managers) for roofing firms in the Houston, Texas area.
My specialized workflow for this project:
1️⃣ Deep-Niche Research: Targeted companies specifically in the $1M–$10M revenue range to ensure they have the budget for high-end services.
2️⃣ Human-in-the-loop Verification: Every email and direct dial was cross-referenced to ensure no gatekeepers and no bounces.
3️⃣ Intent Mapping: Identified firms currently scaling their teams, indicating a higher need for external partnerships.
The Result: A clean, high-intent list delivered in under 24 hours, ready for immediate outreach.
👇 Check the "Completed Work" link below to see the quality of the data!
NIce
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.
I built FlowLancer — My End-to-End Autonomous Freelance AI Agent
As a freelancer, I was spending way too many hours on admin work — managing clients, proposals, time tracking, invoicing, and follow-ups.
So I created FlowLancer, my custom AI agent in Notion that handles almost all backend operations automatically.
Here’s what it does for me:
• Processes new client emails and turns them into proper projects + proposals
• Creates my daily plan every morning with prioritized tasks
• Logs time automatically when I tell it
• Tracks project progress and creates next tasks
• Prepares invoice drafts when milestones are complete
• Sends polite payment reminders
• Gives me a full weekly summary every Sunday
Now I spend 90% of my time on actual client delivery work instead of operations.
🔗 Agent: FlowLancer
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