You will get Fix my CRM: Cleanup, Pipeline Setup & Automated Follow-Ups
Project details
I don’t just “set up CRMs”, I rebuild them to match how your business actually works. Most CRMs fail because they were rushed, not because the tool is bad. I audit your data, fix duplicates, restructure pipelines, and create automated follow-ups that keep leads moving without manual chasing. My approach focuses on logic first: clear stages, accurate tagging, and reliable reporting so you always know where revenue stands. You get a system that supports your sales process, not one you fight daily. I also provide simple training so your team can maintain it easily. The result: fewer lost leads, faster responses, and a CRM that finally feels like an asset, not another task.
Industry
Animals & Pets, Architecture & Interior Design, Arts & Design, Beauty & Cosmetics, Business Services & Consulting, Ecommerce, Education, Events Planning, Fashion & Apparel, Financial Services, Food & Beverage, Hardware & Electronics, Legal, Lifestyle, Logistics & Supply Chain Management, Manufacturing & Storage, Marketing & Advertising, Media & Entertainment, Medical & Pharmaceutical, Nonprofit, Photography, Real Estate, Retail & Wholesale, Software, Sports & Fitness, Telecommunications, Transportation & Automotive, Travel & Tourism, Video Services, Wellness, Writing & PublishingLanguage
EnglishWhat's included
| Service Tiers |
Starter
$95
|
Standard
$175
|
Advanced
$300
|
|---|---|---|---|
| Delivery Time | 3 days | 5 days | 7 days |
Scriptwriting | - | - | - |
Summary Report | |||
Social Media Replies | - | - | - |
Email Support | - | - | |
Live Chat Support | - | - | - |
Optional add-ons
You can add these on the next page.
Email Support
(+ 1 Day)
+$40
Live Chat Support
(+ 3 Days)
+$80
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SL
Sara L.
Jan 21, 2026
Part-time VA who is tech-savvy and knows Go High Level
About Anastasia
Executive Assistant | Founder Support, AI Systems & Client Operations
Abuja, Nigeria - 12:28 pm local time
You're building the business.
I'm here to make sure the day-to-day operations don't slow you down.
If your inbox is overflowing, your calendar feels chaotic, clients need follow-ups, projects are scattered across different tools, or you're spending too much time coordinating instead of leading, that's where I come in.
I don't just complete tasks, I build organized systems, create accountability, and keep work moving without requiring constant direction.
Here's how I support founders:
Executive Support
• Executive calendar management and scheduling
• Inbox management, email triage, and follow-ups
• Meeting coordination, agendas, notes, and action tracking
• Travel planning and confidential executive administration
• Priority management and executive reporting
Client Operations
• Client onboarding and onboarding workflows
• HubSpot and GoHighLevel CRM management
• Customer communication via email and live chat
• Pipeline organisation and documentation
• Client follow-ups and relationship management
Operations Coordination
• Cross-functional project coordination
• Team follow-ups and deadline tracking
• SOP creation and process documentation
• Vendor coordination
• Workflow optimization and operational reporting
AI-Enabled Operations
• AI-assisted workflows using Make and n8n
• ChatGPT and Claude for documentation, research, and communication
• Automated follow-up processes
• AI-powered research and knowledge management
• Process automation that reduces repetitive administrative work
Results I've Delivered
• Coordinated 120+ executive meetings, reducing scheduling conflicts by 96%
• Built AI-assisted workflows that reduced vendor turnaround time by 25%
• Managed confidential contracts and compliance documentation with 98% on-time execution accuracy
• Improved operational visibility by 45% through reporting dashboards and structured workflows
• Reduced research time by 30% using AI-assisted research methods
• Delivered competitor and market research across 46 businesses, supporting strategic planning and purchasing decisions
Tools I Work With
Google Workspace • Microsoft 365 • Gmail • Slack • Zoom • ClickUp • Asana • Notion • Airtable • HubSpot • GoHighLevel • ChatGPT • Claude • OpenAI • Make • n8n
The best Executive Assistants don't just manage calendars: they become trusted operational partners.
If you're looking for someone who anticipates needs, communicates proactively, protects your time, keeps projects organized, and helps your business run smoothly behind the scenes, I'd love to support your team.
Invite me to your job or send a message, let’s talk about how I can help you reclaim your time and strengthen your operations.
-Anna
Steps for completing your project
After purchasing the project, send requirements so Anastasia can start the project.
Delivery time starts when Anastasia receives requirements from you.
Anastasia works on your project following the steps below.
Revisions may occur after the delivery date.
Step 1 - Discovery and system review
I review your current CRM, forms, pipelines, and integrations, confirm goals and map your real sales process. I will verify access, identify data issues and agree on the exact structure before any changes are made.
Step 2 - CRM Cleanup & Pipeline Setup
I cleanup duplicates, fix tags, restructure stages, and align the pipeline with your actual customer journey.