Systems & CRM Strategist

Lilly Hart

Starting at

$

50

/hr

About this service

Summary

I design and implement custom CRMs and project management workflows that match the way you actually work. Great for client tracking, sales pipelines, internal task flows, or automating daily operations.

What's included

  • Custom CRM Setup & Workflow Design

    Tailored CRM buildout in Monday.com, ClickUp, or Notion with automations, statuses, and easy handoff docs.

  • Team Task & Project Management Setup

    Centralized task board with recurring tasks, deadlines, roles, and checklists to keep your team aligned.

  • Client Onboarding/Offboarding System

    Clean, repeatable onboarding/offboarding flows with forms, automations, and asset handoffs to wow your clients.

Recommendations

(5.0)

Recommended

Lilly worked for me for approximately 8-9 months and was a life saver. She managed the case management software and our CRM program. She was zero focused and wrote up the SOP for her various projects. I have no doubt that Lilly will be able to manage whatever projects a business owner sends her way. I totally recommend her as a VA.

Skills and tools

Operations Manager

Project Manager

Airtable

Airtable

monday.com

monday.com

Slack

Slack

Zapier

Zapier

Industries

Education
Legal
Operating Systems

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