You will get Comprehensive Email Solution Package
Project details
15 years in the industry therefore dedication to efficiency and professionalism in managing email communications is promised. We value your business and by delegating email tasks to us, we will demonstrate a commitment to optimizing your time and resources, thereby enhancing your productivity and allowing you to focus on strategic initiatives that drive the success of your project.
Language
EnglishWhat's included
| Service Tiers |
Starter
$500
|
Standard
$1,000
|
Advanced
$1,500
|
|---|---|---|---|
| Delivery Time | 5 days | 10 days | 10 days |
Number of Revisions | 2 | 2 | 3 |
Basic Photo Editing | - | ||
Organize & Classify/Tag Files | |||
Formatting & Clean Up | |||
Project Management Support | - | - | |
Travel Planning | - | - | - |
Optional add-ons
You can add these on the next page.
Additional Revision
+$25
12 reviews
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AS
Angela S.
Apr 3, 2024
Experienced VA using Keap
SC
Susannah C.
Mar 31, 2024
Initial test Contract uploading contact details into Keap (much more work available)
CL
Cameron L.
Nov 9, 2023
Video Editor Wanted For Video Editing Tasks
She is very helpful! Thank you for your work!
SS
Shmuel S.
Jul 22, 2023
Looking for an Infusionsoft VA for creating email broadcasts and campaign emails
AA
Andrew A.
Apr 8, 2023
Keap Email Campaign
Perfect and fast
About Gemma
Top-notch All-Rounder VA with CRM and Accounting Background
Iloilo, Philippines - 4:32 am local time
Versatile Administrative, Operations, Finance, and Customer Support Professional with 14+ years of experience supporting executives, entrepreneurs, startups, coaches, sales teams, and nonprofit organizations. Experienced in executive administration, CRM management, customer support, accounting, tax compliance, financial advisory, and business operations. Recognized for exceptional organizational skills, attention to detail, and the ability to streamline processes that improve efficiency and support business growth.
Proficient in Keap (Infusionsoft), LinkedIn Sales Navigator, Xero Accounting, Microsoft Office, Google Workspace, Google Sheets, CRM systems, project management tools, and website/content management platforms.
Technical Proficiency
- CRM & Sales Tools: Keap (Infusionsoft), LinkedIn Sales Navigator
- Accounting Software: Xero Accounting
- Productivity & Collaboration: Microsoft Office Suite, Google Workspace, Google Sheets, Notion, Slack
- Project Management: Trello, Asana, Wrike, Jira
- Website & Content Management: Joomla, WordPress, Squarespace
- Social Media: Facebook, LinkedIn, Instagram, YouTube
- Other Tools: Canva, Microsoft Teams, Outlook, OneDrive
Core Competencies
- Project Management & Coordination
- Business Operations
- CRM Administration (Keap, HubSpot, Salesforce, Pipedrive)
- Lead Generation & Prospect Research
- LinkedIn Sales Navigator
- Marketing Automation
- Financial Advisory
- General Accounting & Tax Compliance
- SOP & Process Improvement
- Team Collaboration (Slack, Zoom)
- Workflow & Knowledge Management (Notion)
- AI Productivity & Workflow Automation
- Customer Success & Client Relationship Management
- Microsoft Office & Google Workspace
>> PROFESSIONAL EXPERTISE
*** Executive & Administrative Support
- Manage executive calendars, appointments, meetings, travel arrangements, and event coordination.
- Handle client communications, correspondence, and email management.
- Prepare reports, presentations, handouts, and event materials.
- Organize digital files, maintain records, and ensure confidentiality of sensitive information.
- Develop and maintain Standard Operating Procedures (SOPs) and operations manuals.
- Coordinate projects and delegate tasks using project management tools.
*** CRM, Sales & Digital Operations
- Build and manage Keap (Infusionsoft) CRM campaigns, including email marketing, landing pages, forms, tags, and automation workflows.
- Utilize LinkedIn Sales Navigator to identify qualified prospects, conduct targeted lead research, build prospect lists, and support business development initiatives.
- Track, manage, and nurture inbound leads through CRM platforms.
- Manage websites, blogs, membership sites, and online business listings.
- Create and publish content using Joomla and other content management systems.
- Manage business social media accounts, including Facebook, LinkedIn, Instagram, and other platforms.
- Coordinate marketing materials for real estate teams and other businesses.
*** Financial Advisor
- Provide personalized financial guidance to help clients achieve their long-term financial goals.
- Assess clients' financial needs and recommend appropriate insurance and investment solutions.
- Educate clients on financial planning, wealth protection, and risk management.
- Assist clients with policy applications, renewals, and ongoing policy management.
- Build long-term client relationships through trust, professionalism, and continuous support.
- Monitor clients' changing financial needs and recommend suitable financial strategies over time.
*** General Accountant & Tax Compliance Officer
- Maintain accurate and up-to-date financial records using Xero Accounting and Google Sheets.
- Perform daily bookkeeping, account reconciliations, and financial data management.
- Prepare timely financial reports to support management decision-making.
- Ensure compliance with organizational finance policies and national tax regulations.
- Assist in internal and external audits by maintaining organized financial documentation.
- Support transparency, accountability, and effective financial operations through accurate recordkeeping and reporting.
* Additional Responsibilities
- Prepare professional business documents, reports, and spreadsheets using Microsoft Word and Excel.
- Support executives and teams with administrative, operational, financial, and sales support tasks.
- Deliver excellent customer service while maintaining accuracy, efficiency, and professionalism across all responsibilities.
AWARDS & RECOGNITION
Most Outstanding Employee Award
Recognized as one of the Most Outstanding Employees in the company for exceptional sales performance as a Sales Closer, successfully closing 90% of the department's total sales.
Demonstrated outstanding client relationship management, persuasive communication, and a consistent ability to convert qualified leads into successful sales.
Top 1 Insurance Advisor – Branch Recognition
Steps for completing your project
After purchasing the project, send requirements so Gemma can start the project.
Delivery time starts when Gemma receives requirements from you.
Gemma works on your project following the steps below.
Revisions may occur after the delivery date.
Email Management/Marketing/Automation
1. Inbox cleanup, filtering, archiving, response management. 2. Marketing & Automation (Tier 2 & 3 Package Only) Newsletter creation & design, email campaign setup & management, email automation, email list segmentation, email analytics & reporting