
Anna B
CRM manager experts
Habilidades

Revisa mis servicios

Experiencia laboral
General Assistance — Executive VA & GoHighLevel Support for Real Estate
Cosmetify • Trabajador autónomo
Jan 2026 - Jul 2026 • 6 mos
Diane Castellano worked in real estate and was buried in client emails, showing requests, and paperwork, with no system in place to keep track of who needed a follow-up and when. I took over her inbox, organizing and flagging urgent client messages so nothing important sat unanswered, and set up a simple tracker for active listings and client status so she could see her full pipeline at a glance. I also managed her GoHighLevel account, keeping automated follow-ups running for new inquiries so leads didn't go cold while she was out showing properties. With that support in place, Diane stopped double-booking showings, her follow-ups happened consistently, and she finally had a clear view of where every client and listing stood.
CRM Management — Zapier Integration & Cross-Platform Lead Automation
Real • Trabajador autónomo
May 2025 - Dec 2025 • 7 mos
Trevor Nash used three different tools for leads, email, and bookings, but none of them talked to each other, forcing him to manually copy the same information between systems every single day. I built Zapier automations connecting his form submissions directly into his CRM and email tool, eliminating the manual data transfer that was eating into his time daily. I tested each automation carefully to make sure no lead data got duplicated or lost in the handoff between tools. With the automations live, Trevor reclaimed hours each week previously lost to repetitive copy-paste work, and his lead data stayed accurate without him having to touch it manually.
Email Design — Product Launch Campaign Templates
Cascade Seafood • Trabajador autónomo
Aug 2025 - Nov 2025 • 3 mos
Priya Deshmukh was launching a new product line but had no email templates ready to announce it to her existing subscriber list, with her launch date only days away. I designed a launch sequence covering a teaser email, a launch-day announcement, and a follow-up reminder, all matching her brand's visual identity so the campaign felt intentional rather than rushed. Each template was built to highlight the new product clearly while keeping a clean, scannable layout. The launch email series drove a noticeable spike in site traffic and early sales on launch day, giving her product line a strong start right out of the gate.