Florence

Follow Up Boss CRM Setup, Automation and Lead Nurturing Specialist

London Business School • Freelance

Aug 2025 - Present • 9 mos

Lone Star Realty Group was a growing real estate team of 6 agents operating across multiple territories in Texas. Despite paying for Follow Up Boss, the team was barely scratching the surface of what the real estate CRM could do. Leads were pouring in from Zillow, their IDX website, and Facebook lead ads but every single lead was landing in one shared inbox with no routing, no assignment, and no follow up automation in place. The team leader was spending over an hour every morning manually sorting and assigning leads to agents while hot prospects were going cold because no one was reaching out fast enough. I was brought in to perform a full Follow Up Boss audit and rebuild the entire system from the ground up. I restructured their lead routing rules so that every lead from every source was automatically assigned to the right agent based on territory and availability. I built custom action plans for each lead type, set up SMS automation that triggered within 5 minutes of a new lead entering Follow Up Boss, and created a 30 day email drip campaign for long term lead nurturing. I also handled the full Zapier integration connecting their Facebook lead ads and IDX website directly into Follow Up Boss, eliminating all manual data entry and CRM data management tasks the team was doing by hand. The results were immediate. Lead response time dropped from several hours to under 5 minutes. Agents had full clarity on their pipelines and knew exactly which leads belonged to them. The team leader reclaimed his mornings completely. Within 30 days of the new Follow Up Boss automation going live, the team closed 3 additional deals they directly credited to faster follow up and a properly configured real estate CRM system that finally worked the way it was supposed to.

Executive Assistant and Personal Assistant for a Finance Firm

Finance Lobby • Freelance

Jan 2026 - Mar 2026 • 2 mos

As a dedicated Personal Assistant, Executive Assistant, and Administrative Assistant, delivered comprehensive executive virtual assistant and social media virtual assistant services to a busy finance consulting firm managing multiple high value client portfolios, investor relationships, and business operations simultaneously. As a trusted personal virtual assistant and executive assistant, I took complete ownership of executive calendar management, email inbox management, meeting scheduling across multiple time zones, travel coordination, data entry, client follow-up communications, and confidential executive correspondence with complete accuracy and professionalism. Served as a reliable personal assistant and administrative assistant by preparing detailed financial reports, managing confidential client records, coordinating with accountants, analysts, and external partners, and maintaining comprehensive digital filing systems using Google Workspace, Notion, Trello, and Monday.com with full accuracy and discretion. As a social media virtual assistant, managed executive social media accounts, handled inbox management, drafted polished business emails, created content schedules, and coordinated client onboarding processes to ensure a seamless and professional experience. Conducted thorough web research, internet research, and market research on finance industry trends and competitor analysis to provide senior executives with clear and actionable strategic insights. Automated critical administrative workflows as a personal virtual assistant including client follow-up sequences, meeting reminders, weekly report generation, and invoice reminders using Zapier, saving the executive team significant hours weekly and delivering measurable improvements in operational efficiency throughout the entire engagement.

Executive Virtual Assistant & Email Management Support

Assisted Living Locators • Freelance

Oct 2025 - Feb 2026 • 4 mos

I worked as an executive virtual assistant, personal assistant providing high-level admin support and email management for business owners and executives. Managed daily communication, inbox organization, and administrative tasks to improve productivity and workflow efficiency. Handled email management including inbox cleanup, email sorting, follow-ups, and customer support communication. Maintained organized workflows by prioritizing urgent messages and responding to client inquiries professionally. Provided personal assistant and executive assistant support including calendar coordination, file management, scheduling, and project management tasks. Assisted with administrative task execution to ensure smooth business operations. Managed data entry, copy paste tasks, and document organization while maintaining accuracy and confidentiality. Supported lead generation, customer service, and client communication processes. Assisted with social media management, digital marketing support, and content scheduling when needed. Focused on helping businesses stay organized, responsive, and efficient through reliable virtual assistant services. Delivered consistent administrative support with strong attention to detail, communication, and time management. Keywords: executive assistant, executive virtual assistant, personal assistant, email management, admin support, personal assistant, data entry, customer service, customer support, project management, assistant, administrative, admin assistant, file management, copy paste, administrative task, lead generation, administration, admin tasks, social media manager, digital marketing, schedule post, executive virtual assistant, email handling, inbox management, calendar management, business support, remote assistant, va, xecutive assistant, executive virtual assistant, personal assistant, email management, admin support, personal assistant, data entry, customer service, customer support, project management, assistant, admin