Need to streamline your operational processes? Let me lighten your load! I handle your Admin and marketing tasks so you can focus on growing your business.
>General Operations & Customer Management Expertise
>Proficient in ServiceM8 and Zoho CRM with extensive experience in Insurance,
Cleaning, Trading, and Manufacturing industries.
How I Can Help You:
MARKETING & LEAD GENERATION
*Develop effective
*Perform lead listing and data mining to identify prospects.
*Conduct market research to uncover trends and assess competitors.
*Collect and qualify targeted leads for business growth.
ADMINISTRATIVE TASKS
*Maintain accurate client updates in CRM systems.
*Document all necessary information for efficient workflows.
*Update KYP (Know Your Process) protocols.
*Creating SOPs ensures consistency and efficiency in business operations.
INSURANCE OPERATION
*Create comprehensive Policy and Asset Summaries for annual reviews.
*Prepare documents for client loans and insurance account openings.
*Manage trades efficiently.
*Expertise in Zoho CRM operations.
*Skilled in eSignature tools like Telus and DocuSign.
*Generate insurance quotes and handle online inquiries seamlessly.
TRADING |ELECTRICAL | CLEANING
*Solve cash flow management challenges with digital automation.
*Optimize invoicing, payment systems, and administrative processes to reduce costs.
*Proficient in ServiceM8 CRM: job order creation, quotes, invoicing, and scheduling.
*Address and resolve online inquiries.
*Basic knowledge of Xero Accounting and
*Graphic Design using Canva.
CUSTOMER ENGAGEMENT
*Deliver exceptional customer service support and assistance.
*Manage and respond to customer reviews effectively.
*Implement strategies to enhance customer retention.
Experience: 1 - 2 years
Go High level and Mailchimp tools
Experience: 2 - 5 years
Experience: 2 - 5 years
selling
Experience: 5 - 10 years
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