Advanced Virtual Assistant with CRM Automation Experience

Overview

Looking for part-time work (5 hours/day)

at $10.00/hour ($1,100.00/month)

Bachelors Degree

Last Active

September 13th, 2024 (137 days ago)

Member Since

February 18th, 2020

Profile Description

Do you want to make your daily tasks more manageable? As your CRM Automation Virtual Assistant, I will make your life so much easier by automating your work processes. Let me free up your valuable time so you can focus on those things that you’re most passionate about.

Here are the tasks that I can automate so you can save time and become more productive:
-Website Lead Forms
-New Lead follow up
-Appointment Booking Pages and reminders
-Thank you message after purchase-Email Marketing Campaigns
-Lead Nurturing Campaign
-Contact Management

Here is the list of tasks that I can help you with so you can make the most out of your working day:
-Administration
-CRM Automation-Zoho One Applications Set up and Integration.
-Zoho One apps basic Tech Support
-Inbox and Calendar Management
-Project Management Assistance
-Social Media Posting
-Data Entry
-Lead Generation
-Graphic Design in Canva
-Basic Website design
-Monitoring and maintaining website security and performance in ManageWP
-DNS Set up
-Research
-Airtable Set up

Let me tell you some situational automation examples that we can implement in your business.

When someone fills in your website contact form you can get that data automatically added to your CRM or spreadsheet, making it easier to respond to potential customers in bulk as a single task rather than spread out during the day. Customer onboarding is a great process to automate too, as it typically comprises forms, emails, and contracts which is time-consuming to manage.

Do you use a CRM like Zoho CRM, Pipedrive, HubSpot, or Infusionsoft? Rather than adding leads manually, you could automate your CRM platform to add new customers automatically when they subscribe.

Or when your deals or projects reach a certain stage in the CRM then you can automatically add them to an email sequence in your Campaign platform.

If you use a project management tool like Trello, Asana, Zoho Projects, or Teamwork Projects then we can use automation to streamline your process further.

Another example is if you receive requests from clients to do some work then rather than transferring them manually into your project management app you can use a zap to create a new task directly from the email. Then it’s dealt with in less than 10 seconds, and you know you won’t forget anything.

You will benefit so much from having a CRM Automation Virtual Assistant like me. I am a go-getter and always think one step ahead. Being resourceful, tech-savvy, enthusiastic, and detail-oriented are just a few of my qualities. If you feel that I can bring value to you and your business, send me a message or schedule a call and I will be happy to talk to you!