Virtual Assistant | Organized, Proactive & Reliable Support
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About this service
Summary
What's included
CRM & Data Management
Organized and updated client records, lead tracking, and payment status in CRM platforms like GoHighLevel, Keap, or Trello.
Email & Inbox Management
Sorted, prioritized, and responded to emails, ensuring timely follow-ups and an organized inbox.
Lead Prequalification & Reports
Contacted and assessed inbound leads, compiled call reports, and provided insights for sales teams.
Data Entry & Processing
Entered and categorized client, financial, or course-related data with high accuracy.
Customer & Community Support
Managed customer inquiries, moderated Facebook/Slack groups, and ensured a smooth community experience.
SOP Creation & Documentation
Developed clear step-by-step guides and workflows to improve processes and efficiency.
Content Management & Publishing
Uploaded, formatted, and published content for WordPress blogs, video repurposing, and transcripts.
Skills and tools
Virtual Assistant
Customer Success Manager
Database Administrator
Adobe Acrobat
Airtable
Google Apps
Microsoft Excel
Microsoft PowerPoint
Industries