Embedded Files
A showcase of how I help businesses save time, improve operations, and achieve results through virtual assistance and automation.
Project and Operations Workflow Management
ClickUp Client & Operations Workflow Setup
ClickUp Client & Operations Workflow Setup
I designed a ClickUp workspace tailored for client management and business operations. The system included:
A Client Management Folder with Active/Inactive client pipelines, onboarding tasks, and renewal reminders.
An Operations Folder with project tracking, SOP documentation, and KPI monitoring.
Custom views for deadlines, priorities, and workload balance.
This structure allowed seamless tracking of client lifecycles, streamlined internal workflows, and improved productivity by centralizing all tasks in one place.
Email Marketing
Designed and automated an email marketing campaign with Flodesk to engage leads and nurture customer relationships effortlessly.
Email Management
Inbox flooded with 2000+ unread and unorganized emails.
No system for tracking important messages.
Time wasted searching for information.
Before
Before
After
After
Clean, organized inbox with custom labels and folders.
Priority messages easy to find in seconds.
Efficient system that saves time and reduces stress.
Lead Generation
Researched and generated targeted leads for small businesses in the UK, helping clients expand their customer base and outreach.
Data Analysis and Reporting
Collected, organized, and analyzed business data to generate clear reports and actionable insights, supporting smarter decision-making and improved operations.
Presentation Preparation
Designed and structured professional presentations that clearly communicate ideas, highlight key insights, and support effective decision-making.
Project and Task Management
Successfully managed projects and team workflows using Trello, Notion, and Monday.com. From task tracking to deadline management, I organized workflows, assigned responsibilities, and monitored progress to ensure efficiency and timely delivery. These tools helped streamline collaboration, reduce bottlenecks, and keep projects moving smoothly.
Calendar Management
Successfully managed and organized calendars by scheduling meetings, setting reminders, and creating structured timelines. Used tools like Google Calendar and Outlook to streamline appointments, ensure deadlines were met, and keep projects on track.
Data Entry and Management
Accurately entered, organized, and maintained large volumes of data using tools like Excel, Google Sheets, and CRM tools. Ensured data consistency and reliability to support reporting, tracking, and decision-making.
CRM
Effectively organized and maintained client records using CRM tools to streamline communication, track interactions, and support sales/marketing activities. Ensured accurate data entry, timely follow-ups, and improved overall client relationship management.
Social Media Content Creation
Developed engaging digital content including social media posts, email campaigns, and presentations, ensuring brand consistency while delivering messages that connect with the target audience.
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