You will get lead follow-up and inbox support to keep your pipeline moving
Project details
You will get a reliable, detail-oriented virtual assistant to manage your inbox, calendar, and CRM so you can focus on high-value work. With 5+ years of experience supporting founders, teams, and busy professionals, I specialize in streamlining Gmail, Outlook, Airtable, and HubSpot. From calendar coordination to inbox clean-up and lead tracking, I offer proactive support with minimal hand-holding. You’ll receive clear communication, organized workflows, and a genuine partner in keeping your digital life under control.
Purpose
BusinessIndustry
Business Services & Consulting, Events Planning, Marketing & Advertising, Real Estate, SoftwareLanguage
EnglishWhat's included $50
These options are included with the project scope.
$50
- Delivery Time 2 days
- Number of Revisions 1
- Number of Hours of Work 3
- Basic Photo Editing
- Organize & Classify/Tag Files
- Formatting & Clean Up
- Project Management Support
- Travel Planning
Frequently asked questions
About Shereen
Zapier Automation Specialist | Workflow Fixer for Lean Teams
Gloucester, United Kingdom - 5:37 am local time
With a background in events, education, and operations, I specialise in building no-code automations using tools like Zapier, Google Sheets, and Airtable to streamline workflows — from lead capture to CRM updates to internal admin. Whether you're buried under repetitive tasks or just need your systems to talk to each other, I help make it all work together seamlessly.
What I Can Do for You
I build lightweight, no-code automations using Zapier to simplify business operations and remove manual bottlenecks. Whether you're overwhelmed by admin or just need your tools to talk to each other, I help you reclaim your time.
Common workflows I build:
• Automate Form Submissions → Send Typeform or Google Form entries directly into Google Sheets or Airtable
• Inbox to Task System → Convert emails into tasks, CRM updates, or Slack alerts automatically
• Lead Management → Route leads from forms to your CRM and trigger follow-up emails
• Internal Admin Processes → Create smart triggers, filters, and alerts for tasks like onboarding, handovers, or status updates
My Approach
I don’t write code. I build clean, simple systems that help your tools work together—so you spend less time on admin and more time on what matters.
With a background in events and operations, I understand how businesses actually run. I focus on practical automation that fits your team’s real needs—not overly complex setups no one knows how to use.
Every automation I build is:
• Simple to maintain
• Well-documented
• Tailored to your unique workflow
Why Work with Me?
• Clear communication – I keep things simple and explain your setup without tech jargon
• Documentation included – You’ll know exactly how your system works after handoff
• Growing portfolio – Every project strengthens my automation library and skills
• Real-world process experience – I've worked with events teams, admin-heavy orgs, and customer-facing platforms
Tools I’ve Worked With
Automation & Data:
Zapier, Make (basic), Google Sheets, Airtable, Microsoft Excel, Power Automate
CRMs & CMS:
HubSpot, Zoho CRM, Eventsforce, WordPress, Wix, Microsoft Dynamics
Comms & Events:
Zoom, Microsoft Outlook, Mailchimp, Panopto, SurveyMonkey
Other:
SAP BusinessObjects, Sage, Basejump
Let’s Automate Your Business
If you’re spending too much time on admin or chasing updates, let’s talk. Click “Invite to Job” to get started.
Steps for completing your project
After purchasing the project, send requirements so Shereen can start the project.
Delivery time starts when Shereen receives requirements from you.
Shereen works on your project following the steps below.
Revisions may occur after the delivery date.
Initial Setup & Review
I'll review your current inbox, calendar and CRM structure to understand workflows, recurring tasks, and any urgent cleanup needs.
Organise & Prioritise
I'll tag, sort or archive emails, align your calendar to your working hours, and triage key CRM follow-ups or overdue leads.