Sophia J

Virtual Assistant (Executive Support)

Jose Martinez (Business Consultant) • Freelance

Feb 2026 - Mar 2026 • 1 mo

I worked directly with Jose to manage his day-to-day workload and keep his schedule organized. With multiple priorities to handle, he needed a more structured system to stay on track. I assisted with email management, scheduling, and organizing tasks using ClickUp and Google Sheets. I also helped break down projects into smaller steps, making it easier to move things forward without delays.

Dubsado CRM & Workflow Support Specialist

Luma Creative Co • Freelance

Mar 2026 - Mar 2026 • 0 mos

Lume To Create reached out to me when they needed support improving their Dubsado setup and overall workflow. Their system was already in place but needed updates and better organization to match how they currently operate. I reviewed what they had, identify gaps, and make the necessary improvements. I created and updated workflows, set up automated email sequences, and refined their client onboarding process to make everything more seamless. I also simplified parts of the system so it would be easier for the team to use and manage daily. The goal was to make their processes more efficient while keeping everything clear and practical for their workflow.

Virtual Assistant (General Support)

Maple & Co. Store

Dec 2025 - Feb 2026 • 2 mos

I supported Maple & Co. Store with organizing their daily operations and bringing structure to their workflow. Their processes were mostly manual, so I helped streamline tasks and improve how things were managed. I handled calendar management, organized tasks, and kept track of ongoing projects. I also followed up on pending items and took care of general admin work to ensure nothing was overlooked. My focus was to help the team stay consistent and reduce the stress of managing everything at once.