Virtual Assistance, CRM & Workflow Management Portfolio”
WELCOME
Customer support, CRM management,
Automation Services
Hello,
I’m Diana Wanjiku
I provide top-notch virtual customer support, efficient
administrative services, and data organization. I offer
CRM management and automations to enhance
customer relationships and streamline communication.
Additionally, I bring event coordination skills to manage
schedules, vendors, and logistics. This allows you to
focus on what matters most: growing your business!
Skills & Expertise
CRM MANAGEMENT
Organizing pipelines, maintaining clean data, and
generating actionable reports.
WORKFLOW AUTOMATION
Streamlining processes with Zapier and CRM
integrations to save time and cut errors.
LEAD AND GENERATION
SUPPORT
Researching prospects, managing follow-ups, and
ensuring smooth client interactions.
VIRTUAL ASSISTANCE
Handling calendars, emails, and data entry for
seamless business operations.
EVENT COORDINATION
I assist with scheduling, vendor communication, and
logistics to ensure events run seamlessly.
Tools I use
Project 1
Data entry
Customer data entry in Google Sheets for accurate CRM
tracking.
Project 2
Lead generation
Lead generation tracker; organizing prospects, outreach status,
and industry insights.”
Project 3
Salesforce lead management
Organizing and tracking prospects by status, source, and
company to maintain a clear and efficient sales pipeline.
Project 4
HubSpot deals management
Monitoring ongoing and completed opportunities by stage and
value to support accurate forecasting and stronger sales
performance.
Project 5
Zapier workflow automation
Integrating Google Forms, Google Sheets, and HubSpot CRM to automate data
flow, reduce manual work, and keep pipelines updated in real time.
What sets me apart
Trusted Support That Keeps Your Operations Running
Smoothly. I take care of the details so you can focus on
what matters most.
Streamlining Workflows with CRM & Automation. I
simplify tasks using Salesforce, HubSpot, and Zapier to
create efficient systems that save you time.
A Trusted Business Partner. I’m adaptable, communicate
openly, and prioritize your growth and customer success.
Let’s work together
I team up with businesses to simplify operations and strengthen
customer relationships. Through smart support and automation, I help
save time and prioritize what matters most.
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