Email & CRM Virtual Assistant
Budget: $15 – $25 USD
I need a proactive virtual assistant who can keep my daily operations running smoothly. Your core responsibilities will revolve around three areas:
• Email management – Organise my inbox, respond to routine messages in a friendly brand voice, and set up smart filters/rules so priority conversations surface immediately.
• Data entry – Update our CRM with new leads, status changes, and clean data so reports stay reliable and up to date.
• Client coordination – Schedule calls, confirm appointments, and follow up on outstanding action items to ensure clients always feel looked after.
We work in Gmail, Google Workspace, and HubSpot, so familiarity with these (or similar) platforms will help you hit the ground running. Accuracy, clear communication, and a knack for spotting process improvements are essential.
Tell me about:
– Your experience with inbox zero, filter creation, and drafting professional emails
– The CRMs you’ve maintained, especially any work migrating or cleaning data
– How you typically manage calendars and client follow-ups
This will start as a part-time engagement, with the option to expand once we establish a smooth workflow. If you thrive on keeping details in order and enjoy helping others stay organised, I’d love to hear from you.
• Email management – Organise my inbox, respond to routine messages in a friendly brand voice, and set up smart filters/rules so priority conversations surface immediately.
• Data entry – Update our CRM with new leads, status changes, and clean data so reports stay reliable and up to date.
• Client coordination – Schedule calls, confirm appointments, and follow up on outstanding action items to ensure clients always feel looked after.
We work in Gmail, Google Workspace, and HubSpot, so familiarity with these (or similar) platforms will help you hit the ground running. Accuracy, clear communication, and a knack for spotting process improvements are essential.
Tell me about:
– Your experience with inbox zero, filter creation, and drafting professional emails
– The CRMs you’ve maintained, especially any work migrating or cleaning data
– How you typically manage calendars and client follow-ups
This will start as a part-time engagement, with the option to expand once we establish a smooth workflow. If you thrive on keeping details in order and enjoy helping others stay organised, I’d love to hear from you.