I will organize your CRM and project management system

South Sudan

I speak English

3 orders completed

Tech VA

I help coaches and online business owners organize their backend systems so their operations are clear and easy to manage. I set up, clean, and improve CRM, project management, and workflow systems s...
About this Gig

Losing leads? Missing follow-ups? Tasks all over the place?

I organize your CRM and project management system so your business runs clearly and nothing falls through.


What I can help you with:

  • Clean up and organize your CRM (HubSpot, Airtable, or similar)
  • Set up lead pipelines (from new lead to closed client)
  • Organize your tasks and workflows in ClickUp or Trello
  • Remove duplicates and fix messy data
  • Create simple workflows and automations (task reminders, follow-ups)
  • Structure your backend so it's easy to use daily

What you get:

  • Clear lead tracking
  • Organized tasks and workflows
  • A simple system you can actually use
  • No more missed follow-ups

Who this is for:

  • Coaches and consultants
  • Small business owners
  • Service providers
  • Anyone with a messy CRM or disorganized systems

Tools I work with:

  • ClickUp
  • Trello
  • HubSpot
  • Airtable

Before ordering:

Send me a message with:

  • What tool are you using
  • What feels messy or not working

Purpose:

Business

Work model:

Project-based

Daily

Weekly assistance