Tired of juggling tasks, managing scattered workflows, and losing valuable time?
I help busy executives and business owners simplify processes, automate workflows, and create efficient systems so they can focus on high-impact tasks.
How I Help My Client Succeed:
1. Create Custom No-Code Solutions: I create workflows that make your business run seamlessly using tools like Airtable, Zapier, Make.com, and Google Apps Script.
2. Project Management Support—Organizing, tracking, and streamlining tasks on Asana, Monday.com, ClickUp, and Trello.
3. SOP Creation & Documentation—Developing detailed, scalable Standard Operating Procedures for seamless team collaboration.
4. CRM Workflow & Automation—Setting up, optimizing, and automating workflows to enhance efficiency.
5. Integrate Your Tools: I connect your CRM, spreadsheets, databases, and third-party apps to ensure smooth data flow and communication across platforms.
6. Provide Training & Ongoing Support: After setting up your systems, I’ll ensure your team is fully trained and comfortable with the new workflows
Key Services:
✔ Workflow Automation with Zapier and Make.com
✔ Custom Airtable Base Design and Integration
✔ CRM Setup and Optimization (Gohighlevel, HubSpot, and more)
✔ Project Management Automation (Monday.com, ClickUp, Trello, Asana)
✔ API and Webhook Integrations for Real-Time Data Sync
✔ AI-Powered Solutions (ChatGPT, OpenAI, Relevance AI) for Enhanced Efficiency
Why Work With Me?
✅ Saved a client 20+ hours/month by automating lead-to-onboarding process
✅ Built custom Airtable CRM + Zapier workflows for a 7-figure coaching business
✅ Replaced manual data entry with Make.com workflows across 5 departments
✅ 5+ Years of Experience—Supporting high-level professionals and handling complex tasks with ease.
✅ Proactive & Reliable—I don’t just wait for instructions; I take initiative and get things done.
✅ Tech-Savvy & Adaptive—Familiar with various tools and quick to learn any new platform you use.
SOFTWARE PROFICIENCIES
Airtable | ClickUp | Zoho CRM | Trello | Monday.com | Slack | Asana | Microsoft Office Suite | Google Workspace | Zapier | Canva | HubSpot CRM | Notion
REVIEWS FROM PREVIOUS CLIENTS
⭐️⭐️⭐️⭐️⭐️ "Patience is very organized, knowledgeable, prompt, and professional. She has a great eye for detail, and I am thoroughly satisfied with the projects she has completed. Also, she is very reliable and offers great tips to streamline your processes. I would recommend Patience if you are seeking a virtual assistant for any project. I would most certainly work with her again."
With a track record of delivering exceptional results, I’m ready to help you optimize your operations, manage your workflows, and grow your business.
Send an invite or message to identify the areas where you need the most help and create a customized plan to tackle them.
Together, we’ll make your vision a reality.
Best regards,
Patience