Executive Virtual Assistant | Customer Success | Sales

Josephat Ene

(0)

Starting at

/hr

About this service

Summary

I offer comprehensive virtual assistance and sales support, specializing in optimizing business operations and enhancing customer success strategies. With expertise in CRM setup, automation, and sales process optimization, I help businesses streamline workflows and boost growth. My services also include lead generation, customer retention strategies, and e-commerce support, ensuring clients achieve their goals in the digital landscape.

Process

Discovery and Consultation: Begin with a consultation to understand the client's needs, pain points, and goals. This involves gathering information about their business, existing processes, and key areas for improvement.

Proposal and Agreement: Develop a tailored proposal outlining the recommended services, deliverables, timelines, and pricing. Once the proposal is approved, finalize an agreement to move forward.

Onboarding and Setup: Set up essential tools, platforms, and access needed for the tasks. This includes configuring CRMs, automations, and integrating other systems for smooth operations.

Implementation and Execution: Start executing tasks, such as optimizing sales processes, managing customer interactions, or organizing workflows. Regular check-ins will ensure alignment with the client's expectations.

Monitoring and Reporting: Track performance metrics and KPIs to evaluate the impact of implemented solutions. Provide clients with detailed reports and insights to help them make data-driven decisions.

Feedback and Adjustment: Gather client feedback, assess results, and make necessary adjustments to improve outcomes. This may involve tweaking strategies or refining automation workflows.

Ongoing Support and Maintenance: Continue offering support to ensure long-term success, maintaining systems, optimizing workflows, and addressing any new challenges as they arise.

FAQs

What services do you offer?
I offer virtual assistance, sales support, CRM setup and automation, customer success strategies, lead generation, e-commerce support, and process optimization. My goal is to help businesses streamline operations, enhance customer experiences, and boost sales.
How do you ensure confidentiality?
Confidentiality is a top priority. I follow strict data security protocols, sign non-disclosure agreements (NDAs) when necessary, and use secure tools to manage sensitive information.
What tools and platforms are you familiar with?
I have experience with a range of tools, including HubSpot, GoHighLevel, Salesforce, Zapier, Trello, Slack, Microsoft 365, Google Suite, Airtable, and Zendesk. I’m always open to learning new tools to meet your specific needs.
How do you communicate and keep me updated on progress?
I provide regular updates via your preferred communication channels, whether that’s email, Slack, or another platform. I also offer periodic progress reports and can schedule meetings to discuss ongoing projects.
What is your pricing structure?
.Pricing depends on the scope of the project and the services required. I offer flexible options, including hourly rates, project-based pricing, or retainer agreements. We can discuss the best approach during the initial consultation but I'm very affordable for my experience level.
What if I only need help with one specific task?
I’m happy to assist with specific tasks or offer ongoing support based on your needs. Whether it’s a one-time project or a long-term partnership, I’m flexible in delivering value.

What's included

Inbox and Calendar Management
Efficiently managing emails and scheduling to keep the client organized and on track.
Sales Process Optimization:
Streamlining sales workflows, creating automations, and setting up CRM systems for better lead management.
Customer Success Plans
Developing strategies to improve customer retention, onboarding processes, and overall client satisfaction.
KPI Dashboards and Reporting
Creating performance dashboards to track key metrics and providing insights for data-driven decisions.
Team Coordination and Task Delegation
Ensuring team members stay aligned on tasks and project deadlines.
E-commerce Support
Managing product listings, customer inquiries, and processing orders for online businesses.
Workflow Automations
Setting up tools like Zapier, GoHighLevel, or HubSpot to automate repetitive tasks and improve productivity
Customer Feedback Analysis
Collecting and analyzing customer feedback to help improve products, services, and processes.