Businesses don't just need more leads , they need someone to make sure those leads are followed up, organised, qualified, and moved through the right process.
I help businesses, agencies, law firms, coaches, and service-based companies manage their GoHighLevel CRM, leads, client intake, appointments, follow-ups, and daily operations.
With experience in GoHighLevel, CRM management, lead generation, client intake, appointment scheduling, customer support, and administrative operations, I help keep your business organised and make sure opportunities don't fall through the cracks.
What I can help you with:
š Lead & CRM Management
- GoHighLevel CRM management
- Lead generation and prospect research
- Contact and pipeline management
- Lead qualification and follow-up
- CRM data entry and organisation
- Updating lead statuses and notes
š Client Intake & Appointment Management
- New client intake and onboarding
- Appointment scheduling
- Calendar management
- Client communication
- Email follow-ups
- Lead-to-appointment coordination
š GoHighLevel & Operations Support
- Contact and pipeline organisation
- GHL workflow support
- Task and follow-up management
- Inbox and administrative support
- Data entry and documentation
- SOP-based workflow management
- Project and operations coordination
Why work with me?
I have hands-on experience supporting businesses and teams with client communication, intake, CRM systems, scheduling, lead management, onboarding, and daily operations.
My background includes:
ā GoHighLevel and CRM support
ā Legal client intake and administrative support
ā Lead generation and prospect research
ā Appointment setting and calendar management
ā Client onboarding and customer support
ā Email and community management
ā Project management and administrative coordination
I'm organised, detail-oriented, responsive, and comfortable following established SOPs while also identifying areas where a process can be improved.
My goal is simple: keep your leads, clients, CRM, and daily operations organised so you can focus on running and growing your business.
If you need a reliable VA who can take ownership of lead management, client intake, CRM administration, and operational tasks, I'd be happy to support your team.
Thanks
Teaching English as a Foreign Language Certification
Research & Development
Online Research
Administrative Support
Office Management
Meagan S.
Mossel Bay, South Africa
$29/hr
5.0
10 jobs
Hi there
If youāre looking for a project manager who will handle your projects with the same dedication and enthusiasm as if they were for their own company, youāve come to the right person.
I am a Native English speaker with strong communication, organizational, and people skills. I am self-motivated, detail-oriented, and able to see the big picture while keeping projects on track. I hold two degrees and have completed the Google Project Management Professional Certificate, giving me both academic and practical expertise.
I bring hands-on experience managing budgets over $1 million, leading teams of 15+ people, and building strong client relationships. From onboarding new clients to maintaining long-term relationships and supporting business growth, I ensure both the project and the client experience are seamless.
Hereās what you can expect when working with me:
Planning and Organizing the Project
- Identify project goals: I clarify exactly what the project aims to achieve and confirm expectations with all stakeholders.
- Develop structured plans: I create detailed project plans, timelines, and spreadsheets to organize tasks, milestones, and dependencies.
Managing the Project
- Team alignment: I ensure all team members understand the bigger picture and how their contributions impact the final goal.
- Task tracking & reporting: I monitor progress using tools like Asana, Notion, and Monday.com, and provide regular updates based on your preferred level of involvement.
Budgeting and Resource Management
- Resource planning: I plan, monitor, and manage available resourcesāincluding time, team availability, and monetary budgetsāto keep projects on track and within budget.
Financial oversight:
- Experienced in managing 1 million USD + budgets
- I ensure costs are controlled and projects stay profitable.
Client Relationship Management
- Onboard new clients efficiently and professionally.
- Maintain long-term client relationships to ensure satisfaction and repeat business.
- Identify opportunities to grow client accounts and expand services.
Tools I Use Regularly
- Asana
- Google Workspace
- Notion
- Monday.com
- Trello
- AI efficiency tools
I am committed to delivering projects efficiently, on time, and with high-quality results, while ensuring a smooth client experience. Letās work together to turn your vision into reality.
Feel free to reach out with any questions,
Meagan
Project Timelines
Project Plans
Stakeholder Management
Budget Management
Event Planning
Resource Allocation
Project Management
Sustainability
Environmental Science
Content Management
Leadership Skills
Critical Thinking Skills
Project Workflows
Decision Making
Communications
Christel H.
Witbank, South Africa
$30/hr
4.3
1 jobs
Iām a Business Administration & Operations Specialist with 10+ years of experience across administration, HR, payroll, finance, procurement and project operations.
I help businesses keep their back-office processes organised, accurate and efficient.
My core strengths include HR administration, employee records and onboarding, payroll and timesheets, bookkeeping and finance administration, AP/AR, billing and invoicing, reconciliations, purchase orders, supplier administration, Excel reporting, CRM administration, document control and project support.
One of my strongest skills is building structure where it doesnāt exist. I have designed and implemented HR and administrative systems, workflows, templates, digital filing structures and document-control processes from the ground up.
Systems: QuickBooks Online | Sage Payroll | Microsoft 365 | Advanced Excel | Google Workspace | Monday. com | Zoho CRM | Zoho Books | MySHEQ | IncoDocs
Available immediately | Flexible hours | South Africa (UTC+2)
Administrative Support
Payroll Accounting
Bookkeeping
QuickBooks Online
Accounts Payable
Accounts Receivable
Invoicing
Microsoft Excel
Data Entry
Purchase Orders
Procurement
Business Operations
Process Improvement
Office Administration
Human Resource Management
Human Resource Information System Implementation
Project Management
Financial Accounting
Data Management
Payroll Reconciliation
Jiksha M.
Johannesburg, South Africa
$30/hr
5.0
1 jobs
I help businesses turn messy information and data into clear, professional and actionable outputs.
I am a Business Improvement / Strategy professional with extensive experience in business analysis, financial analysis, reporting, project management and management-level communication. I combine analytical thinking, strong attention to detail and excellent English language skills to deliver work that is accurate, structured and easy to understand.
What I can help you with:
š Data & Business Analysis
⢠Excel data analysis and reporting
⢠Management dashboards and KPI reporting
⢠Data cleaning, organisation and interpretation
⢠Trend, variance and performance analysis
⢠Turning data into meaningful business insights
š Management & Executive Reporting
⢠Executive dashboards
⢠Management reports and presentations
⢠KPI and performance reporting
⢠Business reviews and insight packs
⢠Converting complex information into concise management-ready communication
š Research & Business Support
⢠Market and business research
⢠Research analysis and summaries
⢠Competitor and market comparisons
⢠Structured business reports
⢠Data gathering and interpretation
āļø Proofreading, Editing & Business Writing
⢠Proofreading and editing
⢠Reports, research papers and business documents
⢠Grammar, spelling, punctuation and structure
⢠Improving clarity, flow and professional tone
⢠English-language quality review
š¤ AI-Assisted Business Analysis
I also use AI as a productivity and analysis co-pilot to help identify patterns, exceptions and opportunities in business information. Importantly, I don't simply rely on AI-generated answers. I apply human judgement to validate information, assess business context and turn the output into useful recommendations.
This approach can help with recurring reporting, KPI analysis, management commentary, research and identifying areas that require further investigation.
My approach is simple:
Understand ā Analyse ā Validate ā Communicate ā Recommend
I don't believe good analysis is about producing more numbers or longer reports. It's about identifying what matters, why it matters and what should happen next.
I have a BSc Honours degree in Chemistry, with Mathematics and Chemistry as undergraduate majors, as well as qualifications in financial management, short-term insurance, Lean Six Sigma and leadership/management. This combination has given me a strong analytical foundation together with practical business experience.
What you can expect from me:
ā Accurate and detail-oriented work
ā Professional, polished deliverables
ā Clear communication
ā Strong English language skills
ā Analytical and structured thinking
ā Business-focused recommendations rather than just raw data
ā Reliable and confidential handling of information
Whether you need an Excel analysis, a polished management report, research support, proofreading or help making sense of business information, I can help turn the work into something clear, professional and useful.
If you have a problem that involves data, information, research, reporting or business communication, let's discuss what you need.
Regards,
Jiksha
Business Analysis
Data Analysis
Microsoft Excel
Microsoft Word
Business Writing
Editing & Proofreading
Market Research
Data Visualization
Business Report
Business Research
Artificial Intelligence
Microsoft PowerPoint
Project Management
Report Writing
Tanja O.
Randburg, South Africa
$20/hr
4.9
19 jobs
I help organizations replace manual, error-prone processes with reliable Microsoft 365 solutions that are simple for teams to use and maintain.
With 19+ years of enterprise IT experience and 15+ completed Upwork projects, I specialize in Power Automate, Power Apps, SharePoint Online and Power BI.
I can help you:
ā Automate approvals, notifications, reminders and multi-step business workflows
ā Build custom Power Apps for inventory, requests, tracking and operational processes
ā Design SharePoint intranets, communication sites, forms and document management solutions
ā Connect Microsoft Forms, SharePoint, Outlook, Teams and Planner
ā Create Power BI dashboards, KPI reports and automated reporting solutions
ā Analyze existing processes and translate business requirements into practical solutions
ā Improve Microsoft 365 governance, permissions and solution maintainability
Solutions I have delivered include SharePoint approval workflows, inventory and stock-reordering Power Apps, automated KPI reporting, SharePoint hub and communication sites, and enterprise governance environments combining custom lists, forms, workflows and dashboards.
I focus on solutions that are secure, scalable, well documented and easy for your team to manage after handover.
Whether you need to automate one time-consuming process or improve a broader Microsoft 365 environment, letās discuss your requirements and turn them into a practical working solution.
Microsoft Power Automate
Microsoft PowerApps
Microsoft SharePoint
Microsoft SharePoint Development
Microsoft SharePoint Administration
Business Process Automation
Automated Workflow
Microsoft Power BI
Microsoft Power BI Development
Solution Architecture
Requirement Analysis
Data Integration
Microsoft Power BI Data Visualization
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Kinetic Investments
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