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English
$
USD
I will provide business operations support and CRM management
Operations Specialist, Executive Assistant, Systems and CRM Support
I help high-growth businesses scale by transforming disorganized workflows into high-performing systems. As a Google-certified Project Manager with a BSc in Human Resources, I provide strategic suppor...
Level 1
Has met certain performance criteria and shows strong potential in the marketplace.
About this Gig
Streamline Your Business Operations with a Pro CRM Specialist.
Are you struggling to keep track of leads or drowning in manual tasks?.
As an experienced Operations Specialist, I support businesses in automating their workflows using Dubsado, Salesforce, and HubSpot. I build systems that save you hours every week.
Some of the ways I can support you:
- CRM Management: Full setup, lead tracking, and contact organization in Salesforce or Dubsado.
- Workflow Automation: Creating automated inquiry responses, contract sending, and invoicing.
- Project Tracking: Expert setup in Asana and Trello to ensure your team never misses a deadline.
- Operational Support: Documenting SOPs and managing day-to-day admin tasks.
Why choose me?
Tool Expert: Deep hands-on experience with Dubsado, Salesforce, Asana, and Trello.
Efficiency First: I focus on reducing your manual workload through smart systems.
Reliable & Proactive: I always strive to find ways to improve your process.
Please message me before ordering to discuss your specific workflow needs!
Software:
Dubsado
Industry:
Business services & consulting
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Photography
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Real estate
My Portfolio
FAQ
I already have a CRM but it's a mess. Can you fix it?
Yes. I specialize in auditing existing setups in Dubsado and Salesforce to identify bottlenecks. I will reorganize your lead tracking and contact organization to make your pipeline clear and efficient.
Do you provide documentation for the systems you build?
Absolutely. Part of my high-ticketing service is documenting Standard Operating Procedures (SOPs) so that you and your team know exactly how to manage the system once it is live.
Can you automate my client onboarding process?
Yes. I can create an end-to-end automated workflow that handles inquiry responses, contract delivery, and invoicing. This ensures a professional experience for your clients without you lifting a finger.
Do I buy a specific number of hours?
To ensure you get the best value, I sell based on outcomes rather than hours. This means instead of "1 hour of work," you are buying a "Full Lead Pipeline Setup" or a "Complete Workflow Automation."
