Built a fully automated client onboarding flow for a service-based business. The system handles everything from contract generation to welcome emails — triggered the moment a new client books a discovery call. Tools used: Zapier, DocuSign, HubSpot, Loom, and Gmail. Reduced manual onboarding time from 2+ hours to under 10 minutes per new client.
Took over the back-end operations of an e-commerce store as a Tech VA. Set up inventory tracking in Airtable, automated low-stock alerts via Slack, built an order fulfillment SOP, and integrated the store with a supplier portal using Make (formerly Integromat). Also managed product listings, customer support tickets, and weekly sales reporting for the client.
Designed and implemented a full CRM system for a real estate agent using Follow Up Boss and Zapier. Set up automated lead capture from Zillow, Facebook Ads, and open house sign-in forms — all routing into a single pipeline with auto-tagging, lead scoring, and follow-up sequences. The agent went from manually chasing leads to having a fully organized pipeline that works while they're at showings.
