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You will get best assistance for your Reporting works (Create, Modify, Share)

Malkesh R.Status: Offline
Malkesh R. Malkesh R.
5.0
Top Rated
Preview image

Let a pro handle the details

Buy Other Virtual Assistance services from Malkesh, priced and ready to go.
Malkesh R.Status: Offline
Malkesh R. Malkesh R.
5.0
Top Rated
Preview image

Let a pro handle the details

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

Project details

I am well versed with Excel advanced formulas, Excel Marcos, Power Pivot, MS-office suite (Excel/Word/PowerPoint/MS Access/Outlook), Google Sheets, Google words, etc. Apart from these, I have adequate knowledge of Power BI, MySQL, SQL Database Edit and Update and Analytics tools, and more. I have the ability to work independently and efficiently with good communication and organization skills.

Management and Administration
• Summary Reports
• Sales Reports
• Budget Reports
• Forecasting on historical database
• Financial Reports
• Inventory Reports
• Data Analysis
• Dashboard
• KPI Measurements and Template Creations

I am well versed with the below applications and their advanced features

• Excel Macros and VBA Automation on MS office products.
• MS office products and Google sheets.
• Advanced excel, Pivot tables, Advance Pivot tables.
Industry
Beauty & Cosmetics, Business Services & Consulting, Construction, Data Analytics, Ecommerce, Education, Energy, Environmental, Events Planning, Fashion & Apparel, Financial Services, Food & Beverage, Gaming, Government & Public Sector, Lifestyle, Logistics & Supply Chain Management, Manufacturing & Storage, Marketing & Advertising, Media & Entertainment, Medical & Pharmaceutical, Nonprofit, Real Estate, Retail & Wholesale, Software, Sports & Fitness, Telecommunications, Transportation & Automotive, Travel & Tourism, Wellness
Language
English

What's included $5

These options are included with the project scope.

$5
  • Delivery Time 1 day
5.0
8 reviews
100% Complete
(8)
1% Complete
(0)
1% Complete
(0)
1% Complete
(0)
1% Complete
(0)

TM

Tia M.
5.00
Apr 27, 2025
Product Page Design and Writing

BD

Brennan D.
5.00
Feb 11, 2025
Shopify Product Image Search, Description Creation, and Upload Management Team Needed

DG

Darrin G.
5.00
Nov 8, 2024
Virtual Assistant Malkesh is very knowledgeable in many aspects of internet and technical support. He ran the backend of our lead generation webinar series, doing everything from setting our events and promoting them. He was extremely reliable and easy to work with. He also did technical troubleshooting when needed as an added bonus.

I recommend Malkesh very highly.

SA

Salem A.
5.00
Aug 16, 2024
Shopify Store Admin Required

KK

Kunal K.
4.70
Mar 1, 2024
E-commerce virtual assistant He is a professional person with very good communication. I appreciate his good behavior and would undoubtedly assign more tasks whenever required.
Malkesh R.Status: Offline

About Malkesh

Malkesh R.Status: Offline
Admin & Marketing VA | CRM, Content & Integration Support
100% Job Success
5.0  (8 reviews)
Maharasthra, India - 11:42 pm local time
Hey Reader 🙂

I’m Malkesh, a dependable Admin-Marketing Virtual Assistant with 9+ years of experience supporting solopreneurs, entrepreneurs, real estate teams, agency owners, and small businesses across industries — from digital marketing and real estate to e-commerce, education, and healthcare.

My daily work blends admin and marketing operations — managing content plans, creating and scheduling posts, coordinating assets across channels, and keeping campaigns (email, text, and social) organized and trackable. I also handle data research, CRM updates, and reporting, ensuring every lead, task, and campaign detail stays accurate and up to date. On the technical side, I’m confident with content management, workflow automation (Zapier / Make), and analytics, keeping your backend, marketing, and reporting processes aligned without the need for constant supervision.

I use AI tools only to speed up copy drafts and data formatting — never as a shortcut. (Building custom GPTs, generating voice-overs, and preparing quick script cues are part of my workflow.)

🧰 Tools I Work With

CRM & Lead Management: FollowUpBoss • GoHighLevel • HubSpot • Zoho CRM • Salesforce • Pipedrive • LionDesk • Real Geeks • KVCore • BoomTown • CINC • REsimpli • Podio
Marketing & Communication: Mailchimp • ActiveCampaign • Constant Contact • SendGrid • GMass • YAMM • SlyBroadcast • LaunchControl • Texedly • Canva
Project & Workflow: ClickUp • Asana • Trello • Notion • Google Workspace • Microsoft 365
Automation & Reporting: Zapier • Make (Integromat) • Google Sheets • Google Data Studio (Looker Studio)
Real Estate Ops: Transaction Desk • Dotloop • SkySlope • DocuSign • PropStream • BatchLeads • BrokerMint • AppFolio
MLS & Posting: CRMLS • Matrix • FlexMLS • Zillow • Realtor.com • Facebook Marketplace • Craigslist • Zumper • Apartments.com • LoopNet
E-commerce & Web: Shopify • WooCommerce • BigCommerce • WordPress • Magento • Amazon Seller Central

🧾 Tasks I Handle (not limited to — I learn fast and adapt quickly)

🔹 Content & Marketing Operations

* Plan and maintain content calendars across social and email channels
* Coordinate assets between writers, designers, and editors
* Schedule posts and newsletters (Canva / Mailchimp / ActiveCampaign)
* Track campaign performance and prepare weekly KPI summaries
* Maintain organized folders, file naming, and content libraries

🔹 CRM & Lead Management

* Clean, tag, and update contacts in FollowUpBoss, GoHighLevel, HubSpot, Zoho, Salesforce
* Create and manage Smart Plans / Workflows / Pipelines
* Assign follow-ups, update lead stages, and ensure timely reminders
* Generate weekly CRM activity and lead-source reports
* Build and maintain automation triggers through Zapier / Make

🔹 Email & Text Campaign Support

* Build and schedule email + text campaigns (Mailchimp, ActiveCampaign, YAMM, GMass, SlyBroadcast, LaunchControl, Texedly)
* Segment lists and track campaign performance
* Design simple templates using Unlayer / Canva / Mailchimp Builder
* Monitor deliverability, clicks, and open metrics

🔹 Research & Data Management

* Conduct market, property, and product research (PropStream, BatchLeads, Google Sheets)
* Build and maintain KPI sheets and reporting dashboards
* Verify and format datasets for campaigns or listings
* Prepare lead lists and contact sheets for outreach

🔹 Real Estate Admin Support (secondary focus)

* Create and manage listings on MLS, Zillow, Realtor.com, LoopNet, Apartments.com, Facebook Marketplace, Craigslist, Zumper
* Coordinate transaction paperwork (Transaction Desk, Dotloop, SkySlope, DocuSign)
* Prepare CMA and property reports
* Update lease or listing data (BrokerMint / AppFolio / Rent Manager)
* Maintain agent dashboards and shared marketing folders

💡 Why Choose Me

✅ 1,400+ hours managing long-term marketing ops and backend workflows
✅ Experienced with CRM + content systems (FollowUpBoss, HubSpot, GHL)
✅ Clean reporting, smart tagging, dependable delivery

Need someone who’ll keep your backend, marketing, and reports in order — without hand-holding? Let’s talk.

Steps for completing your project

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

Delivery time starts when Malkesh receives requirements from you.

Malkesh works on your project following the steps below.

Revisions may occur after the delivery date.

Project On Time status

I will share the Project on-time status and feedback are always welcome.

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