Lucas M
Executive assistant, Personal Assistant, Virtual Assistant Social Media
Habilidades
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Porfolio
Experiencia laboral
Lead Generation & Customer Support Virtual Assistant
Sales Enablement Society
Jan 2026 - Sep 2026 • 8 mos
The business needed a better way to manage new leads, customer inquiries, follow-ups, and CRM records without letting prospects slip through the cracks. I provided virtual assistant support by researching and organizing leads, updating CRM records, responding to customer inquiries, managing follow-ups, and keeping prospect information accurate and organized. I also supported the sales and customer service process with timely communication and administrative assistance. This improved lead tracking, response times, customer communication, and overall sales support.
Executive Virtual Assistant & Administrative Support
Business Accountant Thornhill & Vaughan: Small Business Accounting
Nov 2025 - Sep 2026 • 10 mos
The business owner was overwhelmed by emails, scheduling, client communication, and repetitive administrative tasks that were taking attention away from important business activities. I provided executive virtual assistant support by managing calendars, organizing emails, coordinating meetings, updating records, handling follow-ups, and assisting with day-to-day administrative tasks. I also kept tasks and information organized so nothing important was missed. This reduced the client’s administrative workload, improved organization, and allowed more time to focus on clients and business growth.
Virtual Assistant, Appointment Setting & Calendar Management
Professional Detailing Packages Available in Anaheim, CA
Sep 2025 - Sep 2026 • 1 yr
The business was missing appointments and spending too much time managing calendars, client inquiries, and meeting schedules manually. I provided virtual assistant support by managing calendars, scheduling and confirming appointments, responding to client messages, organizing meeting details, and handling follow-up communication. I also kept schedules updated and ensured important appointments were properly tracked. This improved calendar organization, reduced scheduling issues, increased follow-up consistency, and gave the team more time to focus on clients and business operations.
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jasminegreyw21

Estados Unidos
She did an excellent job setting up and automating my lead flow. She connected my Wix form to GoHighLevel through Zapier, made sure new leads were added to the correct pipeline stages, and set up the automated follow-up process and notifications. She also tested the workflow to make sure everything was...

jasminegreyw21

Estados Unidos
Great experience working with Lucas! She understood exactly what I needed and successfully set up my Wix lead generation workflow, including the Zapier automation and CRM contact storage. Everything works smoothly and exactly as expected. Highly recommended!
dtaccess25

Bangladesh
Respuesta del Freelancer
dtaccess25

Bangladesh

princess_barbi

Países Bajos
Working on this Instagram DM management project has been a professional experience. She handled responses promptly and organized leads effectively. I appreciate the communication throughout the process. Definitely recommend for anyone looking to outsource their DM handling and lead follow-up.
