Dorcas Fashina

AVAILABLE FOR REMOTE PROJECTS Dorcas Fashina OPERATIONS & CRM VIRTUAL ASSISTANT Helping SaaS startups, e-commerce brands & real estate teams build systems that work. 3+ 3 100% YEARS EXPERIENCE CRM PLATFORMS REMOTE READY WHAT I DO Services 01 02 CRM Setup & Management Admin & Operations Systems Set up and manage your CRM so contacts, deals and pipelines are organized and working for you. Build the operational backbone of your business so your team spends less time on manual tasks. - CRM setup and full configuration - Notion workspace setup and organization - Pipeline and deal stage customization - Standard Operating Procedures (SOPs) - Contact and data organization - Client onboarding trackers - Email and calendar integration - Email and calendar management - Ongoing CRM management and cleanup - Data entry and reporting - Basic reporting and dashboard setup - General executive and admin support PORTFOLIO Work Samples SAMPLE PROJECT 01 - CRM SETUP HubSpot CRM Setup for a SaaS Startup The client had disorganized contacts, no pipeline visibility, and deals falling through the cracks. I set up a full HubSpot CRM with custom deal stages, contact properties, and email integration so the team could track every lead clearly from first touch to close. Result: Clean CRM with full pipeline visibility, ready from day one SAMPLE WORK - HUBSPOT SALES PIPELINE hubspot Overview Contacts Sales Marketing Reports Search CRM... Sales Pipeline - SaaS Startup New Lead Contacted Demo Booked Proposal Closed Won Contacts Techflow Inc. Growspark Vaultify Cloudnest Dataform Companies SaaS/B2B $2,400/yr Startup $3,600/yr FinTech $5,000/yr B2B SaaS $7,500/yr Analytics $6,000/yr Deals Pipeline New Warm Hot Hot Won Tasks Email Loopify Nexabit Prismly Stackly E-commerce $1,800/yr SaaS $2,100/yr SaaS $4,200/yr DevOps $4,800/yr New Warm Warm Won Reports SAMPLE PROJECT 02 - ADMIN & OPERATIONS Operations System for a Coaching Business The client had manual, scattered admin processes with no central workspace, causing delays in client onboarding. I built a Notion workspace with a structured client tracker, SOPs, and a calendar workflow integrated with Google Workspace. Result: Streamlined operations with a repeatable onboarding process for every client SAMPLE WORK - NOTION OPERATIONS WORKSPACE N Coaching Business Workspace > Client Onboarding Tracker WORKSPACE Home Client Onboarding Client Onboarding Tracker Track every client from inquiry to fully onboarded. CLIENT NAME STAGE STATUS PRIORITY DUE ASSIGNE Sarah M. Welcome Email Sent Done High Apr 01 Dorcas James K. Intake Form Review In Progress High Apr 04 Dorcas Amira T. Contract Sent In Review Med Apr 05 Coach Lola B. Kickoff Call Scheduled Done Med Apr 06 Dorcas Felix O. Portal Access Setup Pending Low Apr 08 Admin SOPs Library Calendar Client Database OPERATIONS Task Manager Email Templates Onboarding SOP Checklist v Send welcome email with intake form link v Review intake form and update client database v Send coaching contract via DocuSign v Schedule kickoff call and add to Google Calendar Set up client portal access and shared folder Send first session prep materials MY STACK Tools & Skills CRM AUTOMATION ADMIN & PRODUCTIVITY COMMUNICATION HubSpot Zapier Notion Slack Salesforce Make (Integromat) Google Workspace Zoom Microsoft Office Google Meet Zoho CRM Dorcas Fashina Operations & CRM Virtual Assistant