Virtual assistant who keeps leads and records in order
I help with data entry, document verification, reporting, and customer follow-up, and I'm building CRM automation skills in GoHighLevel so that inquiries are answered faster and fewer leads are missed.
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- Lead captured
- Automatic follow-up
- Appointment booked
- Handed to team
- Review requested
The workflow I built in my demo project, from first inquiry to repeat customer.
About me
Careful with details, comfortable with confidential information.
I'm a detail-oriented virtual assistant with a background in banking. As an account officer, I verified loan documents, kept client records, and followed up with clients. I am now building CRM and automation skills in GoHighLevel, including lead management, automated follow-ups, and AI-assisted replies, which I practiced in a demo project. I also use Excel and Google Sheets for data entry and reports, and I have basic short-form video editing skills in CapCut. I follow established processes, check my work for accuracy, and handle confidential information with care.
What I can help with
Support for small businesses that need organized records and quicker replies to customers.
CRM setup and lead management
Organizing contacts, setting up pipelines, and capturing leads in GoHighLevel.
Follow-up and booking automation
Automated follow-ups, appointment booking flows, and workflow testing with basic troubleshooting.
AI-assisted customer replies
FAQ and inquiry responses, lead routing, and handoff to your team.
Data entry and validation
Careful data entry and checking in Excel and Google Sheets.
Document verification and records
Verifying documents and keeping client records complete and organized.
Research and reporting
Online research, plus clear reports and documentation.
Basic short-form video editing
Simple vertical videos with text overlays, edited in CapCut.
Demo project
A practice project that shows how I set up a CRM and its automations.
CRM automation system for a small agricultural business
Built in GoHighLevel and designed for a small agricultural business, 3G's Foliar Philippines. The demo covers the path from a new inquiry to a returning customer.
- Lead capture and CRM organization
- Sales pipeline setup
- Automated lead follow-ups
- Appointment and booking workflow
- AI-powered FAQ and inquiry responses
- Lead routing and team handoff
- Review request and customer retention workflows
System walkthrough (about 3 minutes): the follow-up workflow, the AI assistant setup, and the contact list with lead tags. All contacts shown are sample data.
Recommendation
A video recommendation about my GoHighLevel demo project.
Camille DG Petersen, Chief Operating Officer (COO) of Specere.ai, reviewed my demo project and recommends my work in CRM and business automation. About 1.5 minutes, with captions.
Sample work
Short vertical videos I edited in CapCut. These are practice and concept edits, not paid client work, and they show my basic video editing skills.
CRM tips teaserText-on-video hook about losing track of leads and repeating tasks, ending with an invitation to follow my business page, LA FlowPilot Automation. 21 seconds. Drop 001: streetwear conceptConcept ad with title text and a tagline over lifestyle footage. 19 seconds. The Everyday Icon: hat adConcept campaign ad with timed text lines and a closing title card. 13 seconds. Off the Clock: lifestyle adConcept ad with bold text overlays across several scenes. 23 seconds.
Experience
Nearly two years of structured, document-heavy work in banking.
Account Officer
- Processed and verified loan applications and supporting documents.
- Prepared and maintained Know Your Customer (KYC) documentation and client records.
- Conducted client interviews and field visits to gather and validate information.
- Calculated loan amounts, interest, and payment schedules; monitored payments and updated records.
- Prepared reports in Microsoft Excel and followed up with clients on applications, payments, and required documents.
- Handled confidential client and financial information.
Tools
Software I work with.
- GoHighLevel
- CRM systems
- Microsoft Excel
- Google Sheets
- Google Workspace
- Canva
- CapCut (basic video editing)
- ChatGPT and other AI tools
- Online research tools
Education: Bachelor's degree, Partido State University, graduated 2012.
Free checklist: 5 tasks you can automate with GoHighLevel
A short guide for small businesses that want faster replies and fewer missed leads, with a quick self-check to find where leads may be slipping through.
Let's talk
Tell me what you need help with and I'll reply with how I can support you. You can send a message here, or pick a time to talk.
Find me on:
lmabrenica.05@gmail.com