Short-term CRM & Letter Prep VA | 1-week paid trial (20 hrs)
Budget: $2 – $3 USD
Scope
* Clean up SalesPipe CRM records (no duplicate merging in this phase).
* Prepare 3 print-ready letters/day from Word templates.
* Log every change in a shared Excel/Sheet.
Access & security
* NDA required. Limited credentials via role account; no downloads outside shared drive. Daily export of activity log.
Tools
SalesPype CRM, Excel/Google Sheets, Word/Google Docs, PDF.
Deliverables (Week 1)
* 300 records cleaned to spec (names, phones, emails, address fields, status, category).
* 15 letters exported to PDF + mailing log (name, address, template used, date).
* Change log with before/after values for all edited fields.
Quality bar
* 99% field accuracy, 0 template errors, no new duplicates created.
* File naming: `YYYY-MM-DD_Batch_LastFirst.pdf`.
* Daily 10-min check-in; end-of-day summary.
Hours & overlap
* 20 hrs this week. 2–3 hrs overlap with CST for questions.
Trial → ongoing
* This is a paid 1-week trial. Renewal weekly based on KPIs.
Budget
* $2.00–$2.50/hr for trial. Performance-based raise after Week 1.
Screening (attach answers/files)
1. CRMs you’ve cleaned before + tasks done.
2. Excel level (0–10) and functions you use weekly.
3. Internet speed screenshot.
4. Confirm you can produce 3 letters/day from a template.
* Clean up SalesPipe CRM records (no duplicate merging in this phase).
* Prepare 3 print-ready letters/day from Word templates.
* Log every change in a shared Excel/Sheet.
Access & security
* NDA required. Limited credentials via role account; no downloads outside shared drive. Daily export of activity log.
Tools
SalesPype CRM, Excel/Google Sheets, Word/Google Docs, PDF.
Deliverables (Week 1)
* 300 records cleaned to spec (names, phones, emails, address fields, status, category).
* 15 letters exported to PDF + mailing log (name, address, template used, date).
* Change log with before/after values for all edited fields.
Quality bar
* 99% field accuracy, 0 template errors, no new duplicates created.
* File naming: `YYYY-MM-DD_Batch_LastFirst.pdf`.
* Daily 10-min check-in; end-of-day summary.
Hours & overlap
* 20 hrs this week. 2–3 hrs overlap with CST for questions.
Trial → ongoing
* This is a paid 1-week trial. Renewal weekly based on KPIs.
Budget
* $2.00–$2.50/hr for trial. Performance-based raise after Week 1.
Screening (attach answers/files)
1. CRMs you’ve cleaned before + tasks done.
2. Excel level (0–10) and functions you use weekly.
3. Internet speed screenshot.
4. Confirm you can produce 3 letters/day from a template.