CRM & Workflow Virtual Assistant

I’m looking for a reliable, detail-oriented Virtual Assistant to help me manage and grow my three-tier business: life/health insurance agent; writing coach; wellness advocate. This role is focused on lead follow-up, CRM management, and light marketing support—helping ensure no opportunity slips through the cracks.

You will play a key role in keeping my business organized, responsive, and consistently nurturing leads into clients.

???? Core Responsibilities (3 Key Areas)

1. Lead Follow-Up & Communication

Follow up with leads via email (and occasional SMS)
Keep communication warm, professional, and timely
Help move prospects toward scheduled appointments

2. CRM Management (GoHighLevel)

Manage and update pipelines from first contact to closed client
Track client milestones (birthdays, anniversaries, policy updates)
Maintain clean, accurate records

3. Automation & Campaign Support

Assist with email nurture campaigns and workflows
Set up reminders and simple automations
Support basic marketing coordination (no advanced ad work required)

????? Preferred Skills
Experience with GoHighLevel (GHL) or similar CRM
Strong email communication skills
Basic understanding of automation/workflows
Organized and comfortable working with systems

???? Who You Are
A self-starter who doesn’t need constant supervision
Ethical and trustworthy (this is very important in my business)
A positive thinker with a can-do attitude
Detail-oriented and consistent
Communicates clearly and follows through

???? Why This Role Matters
If you feel you can help me focus on serving clients while you keep everything flowing behind the scenes, you'll be the right person to assist me in building something meaningful that supports families and their futures. Let's talk!

Respond and in the subject area type: Let's Win!