Insurance Virtual Assistant | Personal and Commercial Lines Specialist | CRM & Workflow Support

Struggling with slow follow-ups, missed leads, or a messy CRM?

I help businesses automate their lead flow—from capture to conversion—so no opportunity is lost.

I build done-for-you automation systems using GoHighLevel, Zapier, and CRM tools that handle your marketing and client management on autopilot.

What I Do

I don’t just set up tools—I design complete workflows that:

-Capture and organize every lead
-Automatically follow up via email & SMS
-Book appointments without manual work
-Keep your pipeline clean and updated

Services I Offer

• GoHighLevel CRM setup & automation
• Lead capture funnels & landing pages
• Appointment booking workflows
• Email & SMS lead nurturing sequences
• Zapier & ----------- integrations
• CRM pipeline & deal tracking systems
• Client onboarding automation
• Follow-up systems for new inquiries

Problems I Solve

If you’re experiencing any of these:

• Leads not being followed up fast enough
• Disorganized or unused CRM
• Manual tracking in spreadsheets
• Tools not connected or automated
• Missed appointments or low conversion

I fix these by building structured, automated systems that run consistently in the background.

Tools I Work With

GoHighLevel • Zapier • -----------
Calendly • Google Sheets & Forms
Gmail Automation • Notion • ClickUp
Various CRM platforms

Why Work With Me?

I bring 5+ years of experience in customer support and operations, working with CRM systems, handling client communication, and managing workflows.

That means I don’t just build automations—I understand:
-How leads behave
-Where processes break
-How to improve client experience

Now, I focus on helping businesses save time, reduce manual work, and increase conversions through automation.

Not Sure What You Need?

If your automation isn’t working—or you don’t know where to start—I can:

-Review your current workflow
-Identify gaps and inefficiencies
-Recommend a simple automation plan

Let’s Work

Send me a message and tell me:
What you’re currently doing manually
Where your process feels slow or messy

I’ll help you turn it into a clean, automated system.