Virtual Assistant Portfolio
Virtual Assistant Portfolio
Name: Kelechi Peace Nwachukwu
Title: Virtual Assistant | Appointment Scheduling | CRM integration |
Tagline: Helping busy professionals stay organized and scale with ease
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📅 About Me
Helping busy professionals stay organized, save time, and scale efficiently through smart
automation and personalized support.
With experience in setting up and managing appointment systems, CRM integrations, and
admin workflows, I help businesses stay on top of their day-to-day operations. I’ve worked with
consulting and service-based firms to streamline their scheduling processes using tools like
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Calendly, Acuity, and Picktime, fully integrated with CRM platforms like HubSpot to ensure
💼 Core Services Offered
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smooth lead capture and client follow-up.
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📅 1. Appointment Setting & Scheduling
I create and manage booking systems that allow clients to schedule appointments with ease.
What I do:
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Tools used: Calendly, Acuity Scheduling, Picktime
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● Set up custom event types and availability
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● Sync calendars to avoid scheduling conflicts
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● Send automated confirmations and reminders
● Integrate with CRMs like HubSpot for seamless data capture
📥 2. Inbox & Email Management
Keep your inbox clean and communications prompt.
What I do:
● Filter and organize incoming messages
● Flag and follow up on priority items
● Draft and respond to routine inquiries
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● Create email templates for recurring communication
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📊 3. CRM Management & Data Entry
Ensure all client and lead data is up-to-date and accurate.
Tools used: HubSpot, Zendesk, Freshdesk
What I do:
● Maintain and update sales pipelines
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● Tag and segment contacts
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● Add new leads from bookings automatically or manually
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● Track communication and appointment history
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🗂 4. Admin & Workflow Support
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Helping you stay focused by handling back-end tasks.
Tools used: Trello, Asana, Monday.com, Nifty, Airtable, Click up
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What I do:
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● Create and manage task lists
● Document preparation and editing
● Manage spreadsheets, forms, and internal records
👥 5. Client Onboarding Support
Deliver a smooth and professional first impression.
What I do:
● Create onboarding forms and welcome emails
● Schedule discovery calls
● Set up calendar integrations for new clients
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● Organize client files and folder
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Project highlights are available on the sub tabs below