Most business owners don't need another VA.
They need someone who can help them organize their sales process, improve follow-up, and build systems that keep opportunities get lost because nobody owns the process.
With 8+ years of experience supporting sales operations and client servicing in the insurance and financial services industry, I understand how leads move through the sales cycle—and where revenue is often lost.
Today, I help health coaches and financial services professionals streamline their operations through CRM management, funnel building, automation, and process improvement.
My focus is simple:
• Improve lead visibility
• Strengthen follow-up processes
• Optimize CRM usage
• Automate repetitive tasks
• Create a smoother customer journey from lead to sale
Areas I support:
Sales Operations & CRM Management
* CRM setup, optimization, and maintenance
* Pipeline management
* Lead tracking and segmentation
* Data quality and reporting
* Process documentation and SOP creation
Workflow & Automation
* Lead routing and follow-up automation
* Client on-boarding systems
* Task and project workflow design
* Operational process improvement
Funnels & Revenue Systems
* Landing pages and sales funnels
* Lead capture systems
* Email nurture sequences
* Appointment booking workflows
* Customer journey optimization
Tools & Platforms I used
CRM:
Microsoft Dynamics 365 Sales, HubSpot, GoHighLevel, Pancake CRM
Funnels & Marketing:
-----------, Funnelish, Podia
Operations:
Notion, Trello, Google Workspace, Outlook, Slack, Calendly
Design:
Figma, Canva, CapCut
Portfolio:
-----------nva.site/myportfolio
I work best with businesses that value systems, process improvement, and long-term operational efficiency.
If you're looking for someone to simply complete tasks, I'm probably not the right fit.
If you're looking for someone who can help organize, optimize, and support the systems that drive your sales process, feel free to reach out.
Verified
