My work samples 

Created a client enquiry and information form for an event planning business

Designed and implemented a structured lead management system in HubSpot CRM for a luxury event planning business experiencing lead follow-up inconsistencies and poor pipeline visibility.

The system centralized inquiries from Instagram, WhatsApp, referrals, and LinkedIn while improving lead organization, task tracking, coordinator assignment, and follow-up management.

Tools Used:
• HubSpot CRM

Key Responsibilities:
• Built a structured client acquisition pipeline
• Organized and qualified leads based on priority levels
• Created follow-up tracking workflows and task reminders
• Assigned lead ownership for accountability
• Developed filtered management views for operational visibility
• Maintained realistic client records and communication notes

Result:
The CRM structure improved lead visibility, reduced the risk of missed follow-ups, and created a more organized workflow for managing client inquiries and conversions.

Lead Management Visuals

Project Overview

Worked with a clothing brand that managed customer orders and production manually through WhatsApp. The business faced challenges with scattered order tracking, payment monitoring, and deadline management. 

My Role

As the Virtual Assistant, I:

• Organized customer order tracking

• Improved payment and balance monitoring

• Structured production workflow

• Introduced deadline reminder systems

• Improved customer communication processes

Solutions Implemented

Order & Production Tracker

• Created a Google Sheets system to:

• Track customer orders

• Monitor production stages

• Calculate balances automatically

• Highlight urgent or unpaid orders

Google Calendar Reminder System

Introduced Google Calendar reminders for:

• Production deadlines

• Delivery dates

• Customer follow-ups

Customer Communication Support

Created:

• Customer response templates

• “How to Place an Order” visual guide

This improved communication speed and reduced repetitive inquiries.

Results & Impact

• Improved organization of customer orders

• Reduced risk of missed deadlines

• Simplified payment tracking

• Created a more structured workflow

• Improved customer communication process

Tools Used

• Google Sheets

• Google Calendar

• Canva

• Google Docs

• WhatsApp

Project Visuals