Virtual Assistant | Organized, Proactive & Reliable Support

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About this service

Summary

I offer virtual assistance and operations support to help businesses stay organized, efficient, and on track. With over six years of remote experience and 10+ years in corporate operations, I specialize in CRM management, data entry, lead prequalification, email handling, SOP creation, and content publishing. I take ownership of tasks, adapt quickly, and always look for ways to improve processes while ensuring accuracy and efficiency.

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

SaaS
Telecommunications