Systems & CRM Strategist
Starting at
$
50
/hrAbout this service
Summary
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)
Client • Jun 24, 2025
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
Industries