Browse categories
Explore
Fiverr Pro
English
$
USD
I will manage your client onboarding and CRM operations
Executive Virtual Assistant and Operations Specialist
Hello! I’m Oriana, an Executive Virtual Assistant & Operations Specialist. I help busy founders and digital businesses eliminate administrative chaos and scale smoothly.
My core expertise includes co...
About this Gig
Stop letting messy CRMs and manual onboarding chaos bottleneck your agency's growth.
If you are a digital founder spending hours moving data instead of closing deals, you need an operational system that runs without friction. As an Executive Virtual Assistant & Operations Specialist, I clean up your back-office and automate your client intake so you can focus on scaling.
What I can do for you:
- Client Onboarding: Setting up welcome kits, collecting documents, and organizing client folders in Google Drive or Dropbox.
- CRM Management: Updating deal stages, tracking pipelines, and keeping databases clean (HubSpot, Notion, Trello, Asana).
- Calendar & Email: Managing Calendly, resolving time zone conflicts, and booking meetings seamlessly.
- Asynchronous Operations: Handling routine administrative priorities via chat or email.
Why work with me?
- Meticulous attention to detail and zero errors.
- 100% reliable executionno micromanagement needed.
- Fast adaptation to your current tools.
Please message me before placing an order so we can align on your tools!
Messaging platform:
•
SMS
•
Social media
•
Live chat
Language:
English
•
Spanish
Work model:
Project-based
•
Monthly retainer
Purpose:
Business
My Portfolio
FAQ
Do you take phone or video calls?
No, my services are 100% asynchronous and written. I handle all coordination, onboarding, and support via email, chat, or CRM to ensure maximum efficiency without scheduling conflicts.
What platforms and CRMs do you work with?
I am comfortable adapting to most platforms, including Google Workspace, HubSpot, Notion, Trello, Asana, and Calendly.
Do you provide the templates, or should I?
I can work with your existing templates and SOPs. If you don't have them, I can help set up basic welcome emails and onboarding forms for your business.
