Leonard

Executive Assistant | Virtual Assistant | CRM, Lead Gen, KPI Reporting & Content

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Overview

Looking for full-time work (8 hours/day)

at $7.21/hour ($1,408.00/month)

Bachelors degree

Last Active

August 25th, 2026 (10 days ago)

Member Since

February 1st, 2022

Profile Description

I help coaches, creators, and online businesses stay organized by managing executive-level admin, backend operations, CRM systems, lead generation, and content workflows.

With experience as an Executive Assistant and Virtual Assistant supporting remote businesses and creator brands, I specialize in owning the day-to-day so business owners can focus on growth, not backend busywork.

Here's how I can help:

• CRM & lead pipeline management (Kartra, Skool, AMS) — importing leads, qualifying inquiries, and keeping records accurate
• KPI & performance tracking across Kartra, Meta Ads, and GA4
• Calendar, inbox, and client communication support
• Instagram DM support, lead qualification, and follower engagement
• Content repurposing into SEO-optimized WordPress blog articles
• Weekly reporting: client satisfaction/wins reports designed in Canva and published to social
• Platform migrations and system setup (recently led a full client data migration between two platforms)
• Notion organization and workflow automation using Zapier and AI tools (ChatGPT, Claude)

Recent experience includes:

Managing a daily lead pipeline from Facebook to CRM with KPI reporting
Handling high-volume Instagram DM conversations and lead qualification
Migrating and rebuilding client program data between two software platforms
Repurposing content into SEO blog articles
Building lightweight automations using Notion + Zapier + n8n

I'm reliable, detail-oriented, fast to learn, and proactive in improving workflows and organization.

Let's work together to simplify your operations and save you time.

Top Skills

Experience: 1 - 2 years

Experienced in creating and repurposing content for social media, including captions, carousel posts, short-form videos, and SEO-optimized blog articles for creator-focused businesses.

Experience: 1 - 2 years

Experienced in high-accuracy Insurance Virtual Assistant tasks, including Personal Lines Homeowners quoting. I am proficient in handling sensitive client data, processing policy details, and ensuring strict data privacy compliance.

Other Skills

Experience: 2 - 5 years

Experienced in managing business presence on Facebook and Instagram. This includes proactive lead engagement, sharing resources with qualified prospects, and managing customer inquiries to drive community growth

Experience: 5 - 10 years

Holder of a BS in Information Technology, providing a strong technical foundation for troubleshooting systems and adopting new software quickly

Experience: 1 - 2 years

Expert in managing lead lifecycles using Kartra and Skool. I specialize in syncing new sign-ups, maintaining active lead databases, and tracking inquiry progress to ensure no revenue opportunities are missed.

With a background as a Manager and Administrative Staff, I am capable of supervising teams, training personnel, and maintaining complex office policies and schedules

Experience: Less than 6 months

Formally trained in AI Automation and Zapier workflows. I can build automated "zaps" to connect your business tools, reducing manual data entry and streamlining repetitive administrative tasks.

Basic Information

Age
29
Gender
Male
Website
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Address
city of san fernando, La Union
Tests Taken
IQ
Score:  118
DISC
Dominance: 30%
Influence: 17%
Steadiness: 40%
Compliance: 13%
English
C2(Advanced/Mastery)
Government ID
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