I help executives stay on top of their calendar, grow their pipeline, and keep operations running smoothly - without them needing to manage the details.
Over 4+ years, I've supported US-based businesses in B2B consulting, SaaS, and insurance - handling everything from calendar and inbox management to lead generation, CRM automation, and documentation.
What I handle:
- Executive support: calendar, inbox, meeting briefs, summaries, NDAs, SOWs, project tracking
- LinkedIn outreach: targeted lead lists and 50+ personalized messages sent weekly
- CRM & automation: GoHighLevel workflows, onboarding sequences, database management
- Insurance admin: policy renewals, auditing, carrier management via AppliedEPIC and EZLynx
- Documentation: SOPs, case studies, training materials, newsletters
- Light social media: content calendars and graphics when needed
By the numbers:
- 85%+ retention rate managing 50+ policy renewals weekly
- 1,000+ verified leads researched and compiled for B2B outreach
- 40+ case studies and 30+ SOPs produced
Tools: GoHighLevel, AppliedEPIC, EZLynx, Asana, Apollo, Canva, and more
I work independently, communicate proactively, and take tasks to completion without needing hand-holding.
