Mbanaso Daniel

About me Skills Services MBANASO DANIEL SUNDAY Virtual Assistant | Sales | Customer Support Certifications Reference ABOUT ME Hi, I’m Daniel. I’m a Virtual Assistant and Customer Support professional who helps businesses stay organized, handle customers properly and keep daily operations running without stress. I work hands-on with CRM and support tools like Zendesk, Freshdesk, HubSpot, monday.com, calendly and Zapier. My work covers ticket management, inbox and email support, workflow setup, automation, documentation and basic reporting. I don’t just follow instructions, I look at how things are done, identify gaps and improve the process so teams can work faster and smarter. With a background in Agricultural Engineering, I bring a structured, problem solving mindset to support work. I value clear communication, consistency and accountability. Once I understand your business, I take ownership of my role and deliver reliably. If you’re looking for dependable support that actually reduces your workload and improves customer experience, I’m a solid choice. If you want a client facing version that speaks directly to “you”, or a slightly bolder version, I can tune it in one pass. SKILLS Customer Support (Email, Chat, Ticketing Systems) Inbox & Calendar Management Executive & Administrative Support Travel Planning & Itinerary Management CRM Management (Zendesk, Freshdesk) Data Entry & Database Management Web Form & Ticket Setup Knowledge Base & FAQ Creation Report Generation & Performance Tracking Task & Project Management (Monday.com, Trello) Research & Lead Generation Document Preparation & File Organization Process Improvement & Workflow Optimization Communication & Client Relationship Management Time Management & Multitasking SERVICES Administrative Support Executive Support Email and inbox management Travel planning and itinerary creation Calendar management and meeting coordination Appointment scheduling Document preparation and formatting Report preparation Data entry and file organization CRM management and updates Customer Support Project & Operations Support Email and chat support Task management and follow-ups Ticket management (Zendesk, Freshdesk) Workflow setup (Monday.com, Trello) Web form setup and support channels Performance tracking and reporting Knowledge base and FAQ creation Process improvement and system organization CERTIFICATION PROJECTS- Zapier Automation Built a multi-step workflow using Google Forms and Zapier to capture beta sign-ups, send personalized emails and sync data to HubSpot CRM. Automated Trello task creation for internal review and provided full setup documentation Trello Built a structured Trello board with defined workflow stages, task cards, checklists, labels and due dates. Implemented Butler automation for task movement, reminders and improved accountability. Freshdesk Configured a structured Freshdesk CRM system with ticket categories, automation rules and SLA policies to improve response and resolution times. Implemented auto-assignment, keyword based priority setting, canned responses and a knowledge base to streamline support operations. Generated performance reports to track response time, resolution rate and agent productivity. ClickUp Managed a client project on ClickUp, organizing tasks, deadlines and deliverables. Implemented automations to advance tasks and notify the team, improving workflow efficiency and reducing manual tracking. Monday.com Managed a client project on monday.com, organizing tasks, timelines and deliverables. Implemented automations to update statuses and notify stakeholders, improving visibility and keeping the project on track. Picktime Set up and managed client scheduling using Picktime, configuring availability, automated confirmations and reminders to streamline bookings and reduce manual coordination. Hubspot CRM Implementation Built a structured sales system in HubSpot CRM with a customized B2B pipeline, deal tracking and revenue forecasting. Set up segmented contacts, activity logging, task management and a dashboard to track pipeline health, sales activity and monthly revenue. Calendly Set up and managed a scheduling workflow using Calendly, configuring availability and automated confirmations. This streamlined bookings, improved scheduling efficiency and removed back-and-forth communication. Email Management I reorganized and audited the inbox using priority tags, folders and an Inbox Zero system. I linked emails to tasks and calendars for better follow-ups, reduced clutter, improved response time and created templates for consistent communication. Tools Reference CEO Solemate Wears Having worked closely with Daniel, I can attest that he is dependable, selfdriven and consistently professional. He takes full ownership of his work, meets deadlines without fail and communicates with clarity and purpose. His ability to navigate challenges with composure and a solutions-first attitude makes him an exceptionally valuable teammate. I give Daniel my highest recommendation for any role demanding commitment, competence and integrity.