Administrative Work
HubSpot CRM Management
Display of contact details,
summary activity, and deal
associated with the contact.
The mockup below consists;
interaction history, emails,
calls, notes, and all streamlined
workflow management, that
describes easy client
management.
HubSpot CRM setup
HubSpot interaction History
Notes
Emails
Notes
Emails
Tasks
Calls
Another Client details highlighting Logged emails and invoices
after a successful deal.
Document Management Demo using Google Drive
All documents are color-coded and ordered by workflow.
Dropbox Demo
I utilized Dropbox to manage
transactions and create electronic
signatures efficiently.
This section illustrates my ability
to maintain a clear, structured
system for for tracking and
managing critical files. This
approach highlights my strength
in organization and systematic
task management.
Two Asana Project Illustrations
1. This Asana project showcases an open
house management workflow,
including a full project view, subtask,
breakdown and due date for efficient
task tracking and execution.
Due date and
HubSpot integration
displayed.
Subtasks outlined
for easy breakdown
of activities.
2.
This project focuses on real estate marketing, consisting tasks
such as property listings, description writing, platform uploads,
and post updates. The subtasks are organized into key sections,
each critical for ensuring smooth and efficient execution.
Bonus project on Admin & Team Coordination
Overall Tasks & project view
Overall Goal
Calendar Management
Personal Calendar
Using Google Calendar to showcase my ability to efficiently
manage schedules and tasks.
I’ve set up organized appointments with detailed descriptions,
I set up task reminders, and I understand how to automate
follow-ups to streamline scheduling processes. I also used
Google in app scheduler to create time for important
bookings; consultations, and meeting.
Client’s Calendar
A sample client calendar setup, structured for
seamless scheduling. This will be further
customized based on specific client needs and
workflows.
Email Management
Labels and filters are set based on client preferences for seamless
organization. Priority emails are flagged, unnecessary ones are archived, and
follow-ups are scheduled to ensure no message is missed.
Data Entry & Reporting
Efficient data management is crucial in real estate. I specialize in organizing
property listings, client records, and transaction data with accuracy. My
expertise includes structuring spreadsheets, validating data, and generating
insightful reports using formulas and charts. By maintaining a well-organized
and error-free records, I help streamline operations and support informed
decision-making.