
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
Industries