Current Clients | Systems | Tasks

    • My CRM and Trail CRM database management including data entry and ensuring compliance.

    • Development of accurate process flows to streamline tasks and write procedures.

    • Manage regular follow up emails.

    • Creating and sending quotes and invoices.

    • Drafting of applications within Immigration NZ systems.

    • HubSpot CRM database management including data entry and follow up emails.

    • Weekly meetings to create structure and support.

    • Asana for task management.

    • Evaluation summaries in Microsoft Word.

    • HubSpot CRM database management including data entry and task management.

    • HazardCo for SSSP’s.

    • Online site checks against Council information.

    • Handover packs.

    • Creation of Request for Tender/Proposal/Quote response form templates.

    • Development of process flows.

    • Data entry into Microsoft Excel.

    • Creation of products in Shopify and Candid.

    • Customer email management.

Portfolio Pieces