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You will get An automated lead capture and follow-up system that saves time

Karen U.Status: Offline
Karen U.
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Let a pro handle the details

Buy Other Virtual Assistance services from Karen, priced and ready to go.
Karen U.Status: Offline
Karen U.
Preview imagePreview imagePreview image

Let a pro handle the details

Buy Other Virtual Assistance services from Karen, priced and ready to go.

Project details

I help businesses save time and improve efficiency by automating lead capture, follow-up emails, and data management using Google Forms, Google Sheets, Google Apps Script, and AI-assisted workflow design.

Unlike generic form setups, I focus on creating practical business systems that reduce manual work and ensure no leads are missed. My solutions can automatically collect lead information, organize data, deliver resources instantly, and run scheduled follow-up sequences to nurture prospects and improve engagement.

With a background in operations, reporting, analytics, and process improvement, I build workflows that are easy to use, scalable, and aligned with real business needs. Whether you're a coach, consultant, service provider, hospitality business, or small business owner, I can help streamline your lead management process and create a more professional customer experience.

Every project includes clear communication, customized workflows, and documentation to help you manage your automation confidently.
Purpose
Business
Industry
Business Services & Consulting, Data Analytics, Food & Beverage, Marketing & Advertising, Travel & Tourism
Language
English

What's included $30

These options are included with the project scope.

$30
  • Delivery Time 3 days
Karen U.Status: Offline

About Karen

Karen U.Status: Offline
Customer Support Specialist | VA & Admin Support | BPO Background
Muntinlupa, Philippines - 12:33 pm local time
I'm a remote support professional with 10+ years of experience across BPO banking and insurance support, café operations, and customer-facing service roles — including direct experience working with U.S. clients under GLBA and HIPAA compliance standards. I handled sensitive financial and insurance data daily, which means I understand what it means to work with regulated information carefully, accurately, and discreetly.

I provide customer support, virtual assistant services, data entry, and operations assistance. I'm comfortable managing inboxes, handling tickets and chat, coordinating tasks and schedules, keeping records accurate, and supporting the kind of back-office work that keeps a business running without friction.

I'm reliable, self-directed, and used to fast-paced environments where accuracy matters and communication needs to be clear. If you need someone who shows up consistently and takes the work seriously — let's talk.

Steps for completing your project

After purchasing the project, send requirements so Karen can start the project.

Delivery time starts when Karen receives requirements from you.

Karen works on your project following the steps below.

Revisions may occur after the delivery date.

Requirements Review & Workflow Planning

Review your business goals, form fields, email requirements, and automation workflow. Confirm project scope and implementation plan.

Google Form & Lead Database Setup

Create or configure Google Forms and Google Sheets to capture, organize, and store lead information.

Review the work, release payment, and leave feedback to Karen.