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CRM & Lead Management
Contact organization and data cleanup, tags and custom fields, sales pipelines, opportunities, lead qualification, lead status updates, and follow-up tracking.
I support service-based businesses with organized GoHighLevel CRM management, reliable follow-ups, appointment workflows, and day-to-day executive and administrative coordination.
CRM systems • Lead management • Workflow automation • Executive & admin support
Three connected service areas that help service-based businesses stay organized, responsive, and efficient.
Contact organization and data cleanup, tags and custom fields, sales pipelines, opportunities, lead qualification, lead status updates, and follow-up tracking.
GoHighLevel workflows, lead capture forms, surveys, booking calendars, appointment confirmations and reminders, plus automation testing and monitoring.
Inbox management, executive scheduling, task coordination, meeting documentation, reporting, procurement and approval follow-ups, and executive support.
My GoHighLevel demonstrations are portfolio/training projects; my administrative and executive support skills are grounded in professional experience.
Here's what each support area can look like in practice. Scope is tailored to your business systems and needs.
Contact organization, lead stage reviews, opportunity updates, follow-up task lists, and a concise status summary.
Survey-to-pipeline mapping, workflow testing, booking and reminder checks, and escalation of failed actions.
Inbox prioritization, meeting action logs, approvals and supplier follow-ups, trackers, and weekly updates.
From executive communications to daily operations tracking, I help teams keep priorities visible, responsibilities clear, and follow-ups moving. These capabilities reflect my professional administrative and executive support background.
Email organization, priority identification, professional correspondence, response drafting, stakeholder coordination, and timely follow-ups.
Calendar organization, meeting scheduling, agenda preparation, reminders, and coordination across teams and time zones.
Action-item tracking, deadline monitoring, status updates, task prioritization, and escalation of pending decisions.
Meeting agendas, minutes, action summaries, shared documents, record organization, and standard operating procedure documentation.
Supplier communication, purchase and invoice follow-ups, approval request tracking, order status monitoring, and document routing.
Google Sheets and Excel trackers, weekly status reports, operational summaries, data organization, and basic process improvements.
Following up with departments, communicating requests clearly, documenting ownership, and helping teams stay aligned on next steps.
Maintaining contact details, updating notes and records, organizing pipelines, and monitoring assigned administrative activities.
Creating templates, checklists, and repeatable tracking processes to reduce missed steps and improve visibility.
Executive inbox prioritization • Meeting minutes and action log • Approval and invoice follow-up tracker • Procurement status dashboard • Weekly operations summary
A selection of GoHighLevel practice builds and operations support examples. Each project demonstrates my approach and is labeled as a demo or sample where appropriate.
A five-option survey question mapped to five pipeline stages using conditional workflow logic. Demonstrates how leads can be sorted by readiness.
Branded intake forms and follow-up notifications designed to organize new inquiries and alert the appropriate team.
Demonstrates the types of priority tracking, coordination, meeting actions, and reporting I handled in executive administrative support. Mock entries shown.
A sample customer journey showing how inquiries, booking calendars, reminders, and task updates can work together.
With more than three years of remote work experience, including executive administrative support, I understand the value of timely communication, organized records, clear follow-ups, and dependable coordination.
I combine hands-on administrative experience with GoHighLevel practice projects and workflow-building skills to support service-based businesses.
✓ Executive calendar, email, and follow-up coordination
✓ Organized trackers, reports, and documentation
✓ GoHighLevel forms, surveys, pipelines, and automation demos
✓ Clear communication and process-minded support
Experience note: Portfolio demonstrations are identified as practice projects, not represented as paid client outcomes.
CRM workflows only help when records stay accurate, leads receive attention, and the team knows the next action. I connect practical CRM organization with day-to-day administrative follow-through.
✓ Document clear ownership and next steps
✓ Flag unanswered leads and pending decisions
✓ Keep records and reporting organized
✓ Test workflows before relying on them
✓ Respect client confidentiality and approval processes
Review your current systems, priorities, and pain points.
Map workflows, clean up records, and clarify ownership.
Configure agreed processes and support daily coordination.
Test, document, report, and improve the workflow.
Whether you're looking for ongoing CRM support or a dependable remote administrative partner, I'd love to learn what your business needs.
Connect with me on LinkedIn to discuss your CRM and operations support needs.