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I will organize your CRM, spreadsheets, and business workflows
United States
I speak English
Professional virtual assistant support you can count on
Hi, I’m Heather — a professional Virtual Assistant offering organized, dependable support you can count on. With years of admin experience, I help small business owners stay grounded with clear commun...
About this Gig
Is your CRM messy, your spreadsheets overwhelming, or your workflows disorganized? I help small business owners clean up their systems so everything feels clear, consistent, and easy to use.
With 8+ years of admin and operations experience, I specialize in organizing data, streamlining processes, and creating simple, efficient structures that support your daily work. My approach is calm, detailfocused, and built around clean, practical organization.
What I can help with:
CRM cleanup (HubSpot, Zoho, GoHighLevel exports)
Spreadsheet cleanup and organization
Data formatting and standardization
Workflow organization
File and folder cleanup
Tagging, labeling, and categorizing
Light automation rules and structure updates
Why clients choose this service:
U.S.-based (Central Time)
Warm, professional communication
Clean, organized systems
Clear processes and reliable support
If your CRM, spreadsheets, or workflows feel cluttered or inconsistent, Ill help you get everything organized so your business runs smoother and you can focus on what matters.
Tool:
Excel
•
Google Sheets
•
Other
My Portfolio
FAQ
What do you need to get started?
Access to your CRM or spreadsheet and a quick note on what needs cleanup.
What CRMs do you support?
I work with HubSpot, Zoho, and most CRMs that allow data export.
Can I add more hours if needed?
Yes — you can add extra hours anytime or upgrade your package.
