TECHNICAL VA & AUTOMATION SPECIALIST

Technical Virtual Assistant for AI Tools, CRM & Workflow Automation

I help business owners, creators, agencies, and online teams organize digital operations and build practical workflow automations using AI tools, Zapier, Make.com, n8n, GoHighLevel, Systeme.io, and Google Workspace.

My support includes lead capture, CRM updates, email follow-ups, appointment reminders, customer onboarding, course and funnel setup, content workflows, data organization, workflow testing, troubleshooting, and documentation.

Hire MeView Actual WorkflowsView Resume
Edward Abule - Technical VA and Automation Specialist hero visual

CRM & Lead Management

Lead tracking, CRM updates, and follow-up support.

AI Tools & Digital Operations

AI-assisted content, research, organization, and business support.

Workflow Automation

Workflow setup, testing, troubleshooting, and documentation.

Core PlatformsZapierMake.comn8nGoHighLevelSysteme.ioGoogle Workspace

Services

Services I Can Support

Client-focused support for CRM, digital operations, and workflow automation.

CRM & Lead Management

Organize contacts, track leads, update CRM records, and support follow-up workflows.

AI Tools & Digital Operations

Support research, content preparation, file organization, documentation, and digital operations using AI tools and Google Workspace.

Workflow Automation

Help build, test, and document practical workflows using Zapier, Make.com, n8n, GoHighLevel, Systeme.io, and related tools.

Additional Support Capabilities
YouTube supportCanva and CapCut supportData entryWeb researchEmail organizationFile organizationContent uploadingGeneral VA support

Automation System in Motion

How I Turn Manual Tasks Into Automated Workflows

A practical process for connecting triggers, CRM updates, follow-ups, team alerts, testing, and documentation.

Capture the Trigger

Start from a form, booking, inquiry, spreadsheet row, CRM event, or content approval.

Route the Information

Send the right data to CRM, email, calendar, task boards, spreadsheets, or team channels.

Automate the Actions

Create follow-ups, reminders, tasks, notifications, pipeline updates, and organized records.

Test and Document

Check real scenarios, fix errors, and prepare handoff notes so the workflow is easy to maintain.

Active Workflow

Automation data path

Loop

Trigger to handoff

1

Trigger

Lead / Form Submitted

New inquiry enters the system.

2

CRM

CRM Updated

Contact and pipeline details sync.

3

Email

Email Follow-Up Sent

Confirmation or next step goes out.

4

Calendar / Task

Task / Calendar Created

Work is scheduled and assigned.

5

Team Alert

Team Notification Sent

Slack or team channel gets context.

6

Documentation

Workflow Tested & Documented

Checks and handoff notes are ready.

Trigger
Data Check
CRM Update
Follow-Up
Team Alert
Documentation

Actual Workflows

Featured Actual Workflows

Selected hands-on workflow automations that were built, configured, tested, and documented.

Concept + Actual BuildZapier

Customer Onboarding Automation — Zapier

Tested Zapier workflow for organizing client onboarding across forms, email, files, tasks, CRM, and team alerts.

ZapierGoogle FormsGmailGoogle DriveTrelloHubSpotSlack
Project Details
Companies That Need This
  • Service providers
  • Agencies
  • Consultants
  • Coaches
  • Teams onboarding multiple clients
Company Problem
  • Manual tracking can slow down daily operations.
  • Delayed responses can create missed opportunities.
  • Scattered records make follow-up harder.
  • Repeated manual steps waste time every week.
Estimated Business Impact
  • Estimated Time Saved Per Day: This workflow may save around 15-60 minutes per day by reducing manual welcome emails, file organization, CRM updates, task creation, and team notifications.
  • Estimated Time Saved Per Month: For businesses onboarding multiple clients, this automation may save approximately 5-40 hours per month, depending on client volume.
  • Total Estimated Time Saved: High-volume service providers or agencies may save 40+ hours per month when onboarding many new clients.
  • Potential Conversion / Revenue Opportunity: A smoother onboarding experience can help improve client satisfaction, reduce onboarding delays, and support better retention opportunities. Revenue impact may vary depending on service value, client volume, and delivery process.
Problem Solved
  • Tested Zapier workflow for organizing client onboarding across forms, email, files, tasks, CRM, and team alerts
  • Reduces repeated manual entry and follow-up work.
  • Keeps workflow records, alerts, and next steps easier to track.
  • Supports faster response and cleaner handoff between tools.
Workflow Process
  • Zapier -> Google Forms -> Gmail -> Google Drive -> Trello
Company Benefits
  • Reduces manual work.
  • Improves response speed.
  • Keeps records organized.
  • Supports follow-up consistency.
  • Helps teams reduce manual work, improve follow-up consistency, keep records organized, and respond faster.
Concept + Actual BuildZapier

Lead Form Automation — Zapier

Tested Zapier workflow that captures form leads, logs them in Sheets, sends an alert, and syncs HubSpot CRM.

ZapierGoogle FormsGoogle SheetsGmailHubSpot CRMLead Tracking
Project Details
Companies That Need This
  • Small businesses
  • Service providers
  • Operations teams
  • Marketing teams
  • Agencies with repeatable workflow tasks
Company Problem
  • Manual tracking can slow down daily operations.
  • Delayed responses can create missed opportunities.
  • Scattered records make follow-up harder.
  • Repeated manual steps waste time every week.
Estimated Business Impact
  • Estimated Time Saved Per Day: This automation may save around 15-90 minutes per day by reducing manual lead copying, spreadsheet updates, CRM entry, and alert sending.
  • Estimated Time Saved Per Month: For businesses handling regular form submissions, this workflow may save approximately 4-50 hours per month, depending on lead volume.
  • Total Estimated Time Saved: Businesses with high lead volume may save 50+ hours per month by automating lead capture and follow-up preparation.
  • Potential Conversion / Revenue Opportunity: By improving response speed and reducing missed leads, this workflow may help increase conversion opportunities by approximately 5%-20%, depending on lead volume, offer value, response time, and sales process.
Problem Solved
  • Tested Zapier workflow that captures form leads, logs them in Sheets, sends an alert, and syncs HubSpot CRM
  • Reduces repeated manual entry and follow-up work.
  • Keeps workflow records, alerts, and next steps easier to track.
  • Supports faster response and cleaner handoff between tools.
Workflow Process
  • Zapier -> Google Forms -> Google Sheets -> Gmail -> HubSpot CRM
Company Benefits
  • Reduces manual work.
  • Improves response speed.
  • Keeps records organized.
  • Supports follow-up consistency.
  • Helps teams reduce manual work, improve follow-up consistency, keep records organized, and respond faster.
Concept + Actual BuildZapier

CRM Contact Creation — Zapier

Tested Zapier workflow for lead processing, CRM sync, Airtable/Sheets storage, and Slack team alerts.

ZapierGoogle FormsGoHighLevelHubSpotAirtableGoogle SheetsSlack
Project Details
Companies That Need This
  • Small businesses
  • Service providers
  • Operations teams
  • Marketing teams
  • Agencies with repeatable workflow tasks
Company Problem
  • Manual tracking can slow down daily operations.
  • Delayed responses can create missed opportunities.
  • Scattered records make follow-up harder.
  • Repeated manual steps waste time every week.
Estimated Business Impact
  • Estimated Time Saved Per Day: This workflow may save around 20-120 minutes per day by reducing manual CRM contact creation, data syncing, and record updates.
  • Estimated Time Saved Per Month: For businesses handling many new contacts, this automation may save approximately 8-60 hours per month, depending on contact volume.
  • Total Estimated Time Saved: High-volume sales or service teams may save 60+ hours per month by automating contact creation and CRM syncing.
  • Potential Conversion / Revenue Opportunity: Organized CRM records can help teams follow up faster and avoid missed opportunities. This may help improve conversion opportunities by approximately 5%-15%, depending on lead quality, offer value, and sales process.
Problem Solved
  • Tested Zapier workflow for lead processing, CRM sync, Airtable/Sheets storage, and Slack team alerts
  • Reduces repeated manual entry and follow-up work.
  • Keeps workflow records, alerts, and next steps easier to track.
  • Supports faster response and cleaner handoff between tools.
Workflow Process
  • Zapier -> Google Forms -> GoHighLevel -> HubSpot -> Airtable
Company Benefits
  • Reduces manual work.
  • Improves response speed.
  • Keeps records organized.
  • Supports follow-up consistency.
  • Helps teams reduce manual work, improve follow-up consistency, keep records organized, and respond faster.
Concept + Actual BuildGoHighLevel

Appointment Reminder Automation — GoHighLevel

Tested GoHighLevel workflow for confirmations, timed reminders, wait steps, and staff notification.

GoHighLevelAppointmentsEmailWait StepsStaff NotificationCalendar
Project Details
Companies That Need This
  • Clinics
  • Salons
  • Coaches
  • Consultants
  • Appointment-based service providers
Company Problem
  • Manual tracking can slow down daily operations.
  • Delayed responses can create missed opportunities.
  • Scattered records make follow-up harder.
  • Repeated manual steps waste time every week.
Estimated Business Impact
  • Estimated Time Saved Per Day: This automation may save around 15-90 minutes per day by reducing manual appointment confirmations, reminder messages, and staff notifications.
  • Estimated Time Saved Per Month: For appointment-based businesses, this workflow may save approximately 4-40 hours per month, depending on appointment volume.
  • Total Estimated Time Saved: Busy clinics, salons, coaches, or service providers may save 40+ hours per month by automating reminders and staff updates.
  • Potential Conversion / Revenue Opportunity: Automated reminders can help reduce missed appointments and improve client communication. This may support better revenue protection by helping reduce no-shows, depending on appointment volume and booking value.
Problem Solved
  • Tested GoHighLevel workflow for confirmations, timed reminders, wait steps, and staff notification
  • Reduces repeated manual entry and follow-up work.
  • Keeps workflow records, alerts, and next steps easier to track.
  • Supports faster response and cleaner handoff between tools.
Workflow Process
  • GoHighLevel -> Appointments -> Email -> Wait Steps -> Staff Notification
Company Benefits
  • Reduces manual work.
  • Improves response speed.
  • Keeps records organized.
  • Supports follow-up consistency.
  • Helps teams reduce manual work, improve follow-up consistency, keep records organized, and respond faster.
Concept + Actual BuildGoHighLevel

Lead Capture & CRM Setup — GoHighLevel

Tested GoHighLevel workflow for form capture, CRM updates, opportunities, follow-ups, tasks, and team notification.

GoHighLevelCRMFormsOpportunitiesEmailSMSTasks
Project Details
Companies That Need This
  • Local businesses
  • Service providers
  • Coaches
  • Consultants
  • Teams using GoHighLevel CRM workflows
Company Problem
  • Manual tracking can slow down daily operations.
  • Delayed responses can create missed opportunities.
  • Scattered records make follow-up harder.
  • Repeated manual steps waste time every week.
Estimated Business Impact
  • Estimated Time Saved Per Day: This workflow may save around 30-120 minutes per day by reducing manual CRM updates, opportunity creation, follow-ups, task creation, and team notifications.
  • Estimated Time Saved Per Month: For businesses receiving consistent leads, this automation may save approximately 8-60 hours per month, depending on lead volume.
  • Total Estimated Time Saved: High-volume businesses may save 60+ hours per month by automating lead capture, CRM organization, and follow-up tasks.
  • Potential Conversion / Revenue Opportunity: By improving speed-to-lead, CRM organization, and follow-up consistency, this workflow may help increase conversion opportunities by approximately 5%-20%, depending on lead volume, offer value, response time, and sales process.
Problem Solved
  • Tested GoHighLevel workflow for form capture, CRM updates, opportunities, follow-ups, tasks, and team notification
  • Reduces repeated manual entry and follow-up work.
  • Keeps workflow records, alerts, and next steps easier to track.
  • Supports faster response and cleaner handoff between tools.
Workflow Process
  • GoHighLevel -> CRM -> Forms -> Opportunities -> Email
Company Benefits
  • Reduces manual work.
  • Improves response speed.
  • Keeps records organized.
  • Supports follow-up consistency.
  • Helps teams reduce manual work, improve follow-up consistency, keep records organized, and respond faster.
Concept + Actual BuildGoHighLevel

Review Request Automation — GoHighLevel

GoHighLevel workflow that sends review requests, logs records in Google Sheets, adds tracking tags, and alerts the team after service completion.

GoHighLevelGmailGoogle SheetsContact TagsReview RequestInternal NotificationReputation Management
Project Details
Companies That Need This
  • Local businesses
  • Service providers
  • Coaches
  • Consultants
  • Teams using GoHighLevel CRM workflows
Company Problem
  • Manual tracking can slow down daily operations.
  • Delayed responses can create missed opportunities.
  • Scattered records make follow-up harder.
  • Repeated manual steps waste time every week.
Estimated Business Impact
  • Estimated Time Saved Per Day: This automation may save around 10-60 minutes per day by reducing manual review request messages, tracking, tagging, and team notifications.
  • Estimated Time Saved Per Month: For businesses serving regular customers, this workflow may save approximately 4-30 hours per month, depending on customer volume.
  • Total Estimated Time Saved: High-volume local businesses may save 30+ hours per month by automating review requests and tracking.
  • Potential Conversion / Revenue Opportunity: More consistent review requests can help strengthen online reputation and social proof. This may support better trust and conversion opportunities, depending on customer satisfaction, review response rate, and local competition.
Problem Solved
  • GoHighLevel workflow that sends review requests, logs records in Google Sheets, adds tracking tags, and alerts the team after service completion
  • Reduces repeated manual entry and follow-up work.
  • Keeps workflow records, alerts, and next steps easier to track.
  • Supports faster response and cleaner handoff between tools.
Workflow Process
  • Service Completed Tag Added → Wait Before Review Request → Send Review Request Email → Add Review Requested Tag → Create Spreadsheet Row → Send Team Notification.
Company Benefits
  • Reduces manual work.
  • Improves response speed.
  • Keeps records organized.
  • Supports follow-up consistency.
  • Helps teams reduce manual work, improve follow-up consistency, keep records organized, and respond faster.
Concept + Actual BuildGoHighLevel

Course / Training Inquiry Automation — GoHighLevel

A GoHighLevel workflow that automatically responds to course inquiries, sends course details, pricing and payment information, follow-up reminders, final enrollment reminders, and owner notifications.

GoHighLevelCourse InquiryTraining AutomationEnrollment Follow-UpLead NurturingStudent InquiryOwner Notification
Project Details
Companies That Need This
  • Online course creators
  • Training centers
  • Coaches
  • VA academies
  • Small schools
Company Problem
  • Manual tracking can slow down daily operations.
  • Delayed responses can create missed opportunities.
  • Scattered records make follow-up harder.
  • Repeated manual steps waste time every week.
Estimated Business Impact
  • Estimated Time Saved Per Day: This workflow may save around 15-90 minutes per day by reducing manual replies to course inquiries, pricing messages, payment information, reminders, and owner notifications.
  • Estimated Time Saved Per Month: For course creators and training providers, this automation may save approximately 4-40 hours per month, depending on inquiry volume.
  • Total Estimated Time Saved: Training providers with high inquiry volume may save 40+ hours per month by automating student inquiry replies and follow-ups.
  • Potential Conversion / Revenue Opportunity: By responding faster and following up consistently with interested students, this workflow may help increase enrollment opportunities by approximately 5%-20%, depending on inquiry volume, course offer, pricing, and follow-up process.
Problem Solved
  • A GoHighLevel workflow that automatically responds to course inquiries, sends course details, pricing and payment information, follow-up reminders, final enrollment reminders, and owner notifications
  • Reduces repeated manual entry and follow-up work.
  • Keeps workflow records, alerts, and next steps easier to track.
  • Supports faster response and cleaner handoff between tools.
Workflow Process
  • Course Inquiry → Send Course Details → Send Pricing and Payment Info → Wait 1 Day → Send Follow-Up Reminder → Wait 2 Days → Send Final Enrollment Reminder → Notify Owner.
Company Benefits
  • Reduces manual work.
  • Improves response speed.
  • Keeps records organized.
  • Supports follow-up consistency.
  • helps online course creators, training centers, coaches, VA academies, and small schools turn course inquiries into confirmed students through automated follow-ups.
Concept + Actual BuildGoHighLevel

Missed Call Text-Back Automation — GoHighLevel

A GoHighLevel workflow that automatically responds to missed calls, sends an SMS reply, adds a missed call lead tag, notifies the team, and creates a follow-up task.

GoHighLevelMissed CallSMS ReplyLead RecoveryContact TagTeam NotificationFollow-Up Task
Project Details
Companies That Need This
  • Clinics
  • Salons
  • Home service businesses
  • Real estate teams
  • Local businesses receiving missed calls
Company Problem
  • Manual tracking can slow down daily operations.
  • Delayed responses can create missed opportunities.
  • Scattered records make follow-up harder.
  • Repeated manual steps waste time every week.
Estimated Business Impact
  • Estimated Time Saved Per Day: This automation may save around 10-60 minutes per day by reducing manual missed call checking, SMS replies, tagging, team alerts, and follow-up task creation.
  • Estimated Time Saved Per Month: For local businesses receiving regular missed calls, this workflow may save approximately 4-30 hours per month, depending on missed call volume.
  • Total Estimated Time Saved: Busy local businesses may save 30+ hours per month by automating missed call recovery and follow-up tasks.
  • Potential Conversion / Revenue Opportunity: Fast missed-call text-back can help recover leads that may otherwise contact competitors. This may help improve lead recovery and conversion opportunities by approximately 5%-20%, depending on call volume, response speed, and offer value.
Problem Solved
  • A GoHighLevel workflow that automatically responds to missed calls, sends an SMS reply, adds a missed call lead tag, notifies the team, and creates a follow-up task
  • Reduces repeated manual entry and follow-up work.
  • Keeps workflow records, alerts, and next steps easier to track.
  • Supports faster response and cleaner handoff between tools.
Workflow Process
  • Call Details → Send SMS Reply → Add Missed Call Lead Tag → Notify Team → Create Follow-Up Task.
Company Benefits
  • Reduces manual work.
  • Improves response speed.
  • Keeps records organized.
  • Supports follow-up consistency.
  • helps clinics, salons, home services, real estate businesses, restaurants, coaches, consultants, and local businesses recover missed leads with instant SMS follow-up and timely team action.
Concept + Actual BuildZapier

Social Media Content Workflow Automation — Zapier

Tested Zapier workflow that moves approved content through tracking, scheduling, alerts, and publishing preparation.

ZapierTrelloGoogle SheetsNotionGoogle CalendarGmailSlackContent Workflow
Project Details
Companies That Need This
  • Marketing teams
  • Content agencies
  • Social media managers
  • Creators
  • Teams publishing content regularly
Company Problem
  • Manual tracking can slow down daily operations.
  • Delayed responses can create missed opportunities.
  • Scattered records make follow-up harder.
  • Repeated manual steps waste time every week.
Estimated Business Impact
  • Estimated Time Saved Per Day: This workflow may save around 30-120 minutes per day by reducing manual content tracking, scheduling, calendar updates, email notifications, Slack alerts, and Trello movement.
  • Estimated Time Saved Per Month: For teams publishing content regularly, this automation may save approximately 8-50 hours per month, depending on content volume.
  • Total Estimated Time Saved: Busy content teams or agencies may save 50+ hours per month by automating approval, scheduling, and team notification steps.
  • Potential Conversion / Revenue Opportunity: A more consistent content workflow can help improve publishing consistency, team coordination, and campaign execution. Revenue impact may vary depending on content strategy, audience quality, and offer value.
Problem Solved
  • Tested Zapier workflow that moves approved content through tracking, scheduling, alerts, and publishing preparation
  • Reduces repeated manual entry and follow-up work.
  • Keeps workflow records, alerts, and next steps easier to track.
  • Supports faster response and cleaner handoff between tools.
Workflow Process
  • Zapier -> Trello -> Google Sheets -> Notion -> Google Calendar
Company Benefits
  • Reduces manual work.
  • Improves response speed.
  • Keeps records organized.
  • Supports follow-up consistency.
  • Helps teams reduce manual work, improve follow-up consistency, keep records organized, and respond faster.
Concept + Actual BuildMake.com

Customer Support Ticket Routing Automation — Make.com

Tested Make.com workflow that routes support requests by priority, sends team alerts, creates Trello cards, sends email responses, and updates tracking records.

Make.comGoogle SheetsRouterSlackTrelloGmailTicket RoutingCustomer SupportTeam Alert
Project Details
Companies That Need This
  • Customer support teams
  • Service businesses
  • Operations teams
  • Agencies
  • Companies handling recurring support requests
Company Problem
  • Manual tracking can slow down daily operations.
  • Delayed responses can create missed opportunities.
  • Scattered records make follow-up harder.
  • Repeated manual steps waste time every week.
Estimated Business Impact
  • Estimated Time Saved Per Day: This automation may save around 30-180 minutes per day by reducing manual ticket checking, priority sorting, Slack alerts, Trello card creation, email replies, and tracking updates.
  • Estimated Time Saved Per Month: For support teams handling regular requests, this workflow may save approximately 8-80 hours per month, depending on ticket volume.
  • Total Estimated Time Saved: High-volume support teams may save 80+ hours per month by automating ticket routing and response preparation.
  • Potential Conversion / Revenue Opportunity: Faster ticket routing can help improve customer experience, response time, and retention opportunities. Revenue impact may vary depending on customer volume, support quality, and service value.
Problem Solved
  • Tested Make.com workflow that routes support requests by priority, sends team alerts, creates Trello cards, sends email responses, and updates tracking records
  • Reduces repeated manual entry and follow-up work.
  • Keeps workflow records, alerts, and next steps easier to track.
  • Supports faster response and cleaner handoff between tools.
Workflow Process
  • Google Sheets → Router → Slack → Trello → Gmail → Google Sheets.
Company Benefits
  • Reduces manual work.
  • Improves response speed.
  • Keeps records organized.
  • Supports follow-up consistency.
  • Helps teams reduce manual work, improve follow-up consistency, keep records organized, and respond faster.
Concept + Actual Buildn8n

AI Content Assistant Workflow Automation — n8n

Tested n8n workflow that collects content requests, generates AI-assisted content drafts, saves outputs to Google Sheets, and sends Gmail notifications for review.

n8nAI WorkflowContent AutomationGoogle SheetsGmailOpenAIOpenRouterContent RequestAI Drafting
Project Details
Companies That Need This
  • Content creators
  • Marketing teams
  • Agencies
  • Small businesses
  • Teams creating AI-assisted content regularly
Company Problem
  • Manual tracking can slow down daily operations.
  • Delayed responses can create missed opportunities.
  • Scattered records make follow-up harder.
  • Repeated manual steps waste time every week.
Estimated Business Impact
  • Estimated Time Saved Per Day: This workflow may save around 30-180 minutes per day by reducing manual content idea preparation, drafting, saving outputs, and sending review notifications.
  • Estimated Time Saved Per Month: For businesses creating content regularly, this automation may save approximately 10-100+ hours per month, depending on content volume.
  • Total Estimated Time Saved: High-volume creators, agencies, or marketing teams may save 100+ hours per month by automating AI-assisted content drafting and review preparation.
  • Potential Conversion / Revenue Opportunity: Faster content production can help improve marketing consistency and audience engagement. Revenue impact may vary depending on content quality, audience size, offer value, and conversion strategy.
Problem Solved
  • Tested n8n workflow that collects content requests, generates AI-assisted content drafts, saves outputs to Google Sheets, and sends Gmail notifications for review
  • Reduces repeated manual entry and follow-up work.
  • Keeps workflow records, alerts, and next steps easier to track.
  • Supports faster response and cleaner handoff between tools.
Workflow Process
  • n8n -> AI Workflow -> Content Automation -> Google Sheets -> Gmail
Company Benefits
  • Reduces manual work.
  • Improves response speed.
  • Keeps records organized.
  • Supports follow-up consistency.
  • Helps teams reduce manual work, improve follow-up consistency, keep records organized, and respond faster.

Fixed-Price & Project-Based Services

Done-for-You Workflow Automation Projects

Need a business process automated? I offer scoped workflow projects that are planned, built, tested, and customized around your current tools.

Request a Project Quote

Available for project-based workflow setup, CRM support, funnel support, and digital operations assistance.

Lead & CRM Automation

Capture leads and organize them inside your CRM, spreadsheet, or notification system.

Lead capture -> CRM update -> team notification

ZapierGoHighLevelHubSpotGoogle SheetsAirtableSlack

Customer Onboarding

Set up records, emails, tasks, and alerts for new clients, students, or customers.

New customer -> onboarding task -> confirmation email

ZapierGmailTrelloGoogle SheetsSlackGoHighLevel

Appointment Reminders

Support reminders, calendar updates, follow-ups, and CRM-based appointment workflows.

Booked appointment -> reminder -> follow-up

GoHighLevelGoogle CalendarGmailStaff NotificationsCRM pipelines

Social Media Content Workflow

Move approved content through tracking, scheduling preparation, alerts, and notifications.

Approved content -> schedule tracking -> team alert

TrelloGoogle SheetsNotionGoogle CalendarGmailSlackZapier

Course & Funnel Setup

Set up simple course, lead magnet, inquiry, access, and payment instruction workflows.

Landing page -> inquiry/access -> enrollment support

Systeme.ioGoogle FormsGmailGoogle SheetsFacebook PageMessenger
How Fixed-Price Projects Work

Each project starts with a clear workflow goal, current tool review, step-by-step workflow plan, build/setup, testing, and handoff notes.

Pricing and Third-Party Costs

Project pricing depends on the workflow scope, number of tools, number of automation steps, and required testing. Third-party app subscriptions, CRM plans, email/SMS credits, or platform fees are not included unless clearly discussed.

Other Work Arrangements

Available for fixed-price workflow projects, project-based support, CRM cleanup, workflow testing, funnel setup support, and ongoing Technical VA assistance depending on scope.

What to Send Before Requesting a Quote

Please send your business process, tools you currently use, what should trigger the workflow, what actions should happen, and your expected final result.

Approved Upwork Project Catalog Service

Hire Me on Upwork

Prefer to start with a fixed-scope service? View my Upwork Project Catalog offers for workflow automation and CRM support.

These are fixed-scope service listings hosted on Upwork. This portfolio section is a convenient link to my catalog offers and does not imply sponsorship or endorsement by Upwork.

View My Upwork Profile
Customer Support Ticket Routing Automation workflow built in Make.com
Approved Upwork Project Catalog Service

Customer Support Ticket Routing Automation

Priority-based ticket routing workflow using Make, Google Sheets, Slack, Trello, and Gmail to organize customer requests and reduce repetitive support work.

Starting at $25

MakeGoogle SheetsSlackTrelloGmail
View Service on Upwork
Lead Capture and CRM Setup workflow built and tested in GoHighLevel
Approved Upwork Project Catalog ServiceGoHighLevel

CRM Lead Capture Workflow Setup

Lead capture and CRM workflow setup in GoHighLevel that organizes new contacts, tracks lead information, and starts automated follow-up.

Starting at $25

GoHighLevelLead CaptureCRMForms & Landing PagesAutomated Follow-Up
View Service on Upwork
Appointment Reminder Workflow built in GoHighLevel
Approved Upwork Project Catalog Service

Appointment Reminder Workflow — GoHighLevel

Automated appointment reminder workflow in GoHighLevel that sends confirmation and reminder messages to help reduce no-shows and keep clients informed.

Starting at $25

GoHighLevelAppointmentsEmailStaff NotificationCalendar
View Service on Upwork
Review Request Automation concept versus actual GoHighLevel workflow
Approved Upwork Project Catalog ServiceGoHighLevel

Review Request Workflow Automation

Automatically sends review requests after a completed service, records the request, and notifies the team.

GoHighLevelReview RequestGoogle SheetsTeam Notification
View Project on Upwork
Missed Call Text-Back Automation concept versus actual GoHighLevel workflow
Approved Upwork Project Catalog ServiceGoHighLevel

Missed Call Text-Back Automation

Automatically responds to missed callers by text so businesses can reconnect with potential customers faster.

GoHighLevelMissed CallSMS ReplyLead Recovery
View Project on Upwork

Project Library

More Projects

Explore workflow concepts and platform-specific project libraries.

Visual Portfolio

Automation Concept Visuals

These sample visuals showcase automation ideas for different business workflows and industries. They are included to demonstrate process thinking, workflow structure, business use-case planning, and visual communication.

These are portfolio concept visuals and workflow examples. They are not presented as paid client projects or guaranteed production systems. Final implementation depends on the client's tools, accounts, data, integrations, and business requirements.

Concept Visual

Lead Capture Automation

Illustrates a possible workflow for capturing leads, organizing contact details, and preparing follow-up steps.

n8nFormsGoogle SheetsCRM

Concept Visual

Appointment Booking Workflow Visual

Shows how booking requests, calendar availability, confirmations, reminders, and team notices may connect.

n8nGoogle CalendarCRMEmail

Concept Visual

Customer Inquiry Auto-Reply Workflow

Demonstrates a possible process for receiving inquiries, organizing details, preparing replies, and routing follow-up.

n8nMessagingCRMEmail

Concept Visual

CRM Contact Management Workflow

Visualizes contact capture, CRM updates, pipeline organization, follow-up tasks, and reporting steps.

n8nCRMGoogle SheetsEmail

Concept Visual

Pipeline and Deal Tracking Workflow

Shows a possible workflow for organizing lead stages, assigning deals, scheduling follow-ups, and tracking status.

n8nCRMPipelineNotifications

Concept Visual

Email Follow-Up Workflow

Illustrates how new leads may enter an email sequence with delays, response checks, and follow-up actions.

n8nEmailCRMFollow-Up

Concept Visual

SMS Reminder Workflow

Demonstrates a reminder process using booking data, scheduled checks, personalized messages, and delivery status.

n8nSMSCalendarCRM

Concept Visual

Google Sheets Automation Workflow

Shows how form data may be validated, added to Google Sheets, followed by notifications and task creation.

n8nGoogle SheetsFormsNotifications

Featured Digital System Build

Technical VA Academy Course & Funnel System — Systeme.io

A complete digital course and funnel system built in Systeme.io for the Technical Virtual Assistant Academy, including lead capture, inquiry, enrollment, and student access support.

Actual Systeme.io Funnel Dashboard

Three active funnels for course inquiries, enrollment, and free-guide lead generation.

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Actual BuildActive Digital Course ProjectSelf-Initiated ProjectSysteme.ioCourse Platform & Funnel System

Technical VA Academy Course & Funnel System — Systeme.io

A complete digital course and funnel system built in Systeme.io for the Technical Virtual Assistant Academy, including lead capture, inquiry, enrollment, and student access support.

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3 Active Funnels

Course inquiry, sales, and free-guide funnels

6 Core Course Modules

Structured Technical VA learning areas

7 Project Screenshots

Verified build screens in the carousel

1 Active Digital Course System

Course, funnel, and access workflow

This is the technical system behind the Technical Virtual Assistant Academy training offer shown below.

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Experience & Skills

Experience & Skills

Process-driven experience, technical training, digital operations, and workflow automation practice.

I build and test practical workflow automations, organize digital systems, document processes, and support CRM, lead management, content operations, course platforms, and online business workflows.

My machine-operator background strengthened my attention to detail, consistency, time management, process-following, and reliability.

Training Program

Technical Virtual Assistant Academy

Beginner-friendly Technical VA training offered separately from my client services.

For learning, practice, and skills development only. No guaranteed job, client, salary, or income.
Online TrainingOnline Self-Paced Course

Technical Virtual Assistant Academy

A beginner-friendly online training program that teaches practical Technical VA skills using AI tools, automation platforms, CRM systems, and guided portfolio practice projects.

Price

₱1,499 Introductory Price

Original Value

₱4,699

Course details, tools, and location notes

Features

  • Beginner-friendly lessons
  • Step-by-step learning
  • Practical workflow exercises
  • Real-world application examples
  • Self-paced access
  • Portfolio-building activities

Tools and Modules

  • ChatGPT
  • Zapier
  • Make.com
  • n8n
  • GoHighLevel
  • Systeme.io
  • Shopify basics
  • Workflow planning
  • CRM setup
  • Portfolio practice projects

For learning and practice only. No guaranteed job, clients, salary, or income.

Message to Enroll

Opens Messenger. Send the keyword ENROLL. Facebook or Messenger login may be required.

Davao City OnlyPrivate Face-to-Face Training

1-on-1 Face-to-Face Technical VA Training

A private 1-on-1 Technical VA training program for beginners who prefer guided face-to-face instruction, practical exercises, questions, testing, and troubleshooting support in Davao City.

Price

₱3,499 Introductory Price

Regular Value

₱6,999

Course details, tools, and location notes

Training Package

  • 5 sessions
  • 4 hours per session
  • 20 total guided training hours
  • Sessions scheduled with breaks between training days
  • Bring your own laptop and charger
  • Payment upon confirmed meetup and schedule

Tools and Modules

  • ChatGPT
  • Zapier
  • Make.com
  • n8n
  • GoHighLevel
  • Systeme.io course access
  • Shopify self-paced bonus lesson
  • Portfolio practice projects
  • Workflow troubleshooting
  • Guided implementation

Location Options

CaféMallLibraryCoworking spacePrivate residence, when appropriate and agreed upon

For learning, practice, and skills development only. No guaranteed job, clients, salary, or income.

Message for Davao Training

Opens Messenger. Send the keyword DAVAO TRAINING. Facebook or Messenger login may be required.

Skills Strengthened Through Course Building
Course DevelopmentTechnical TrainingWorkflow AutomationCRM SetupTechnical DocumentationLesson PlanningPortfolio DevelopmentStudent GuidanceTroubleshootingVisual Content CreationAI ToolsAutomation Platforms

Available for remote support opportunities

Let's Work Together

I'm available for Technical VA, CRM support, workflow automation, digital operations, and course or funnel support.

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Your message will be sent directly to abuleedward03@gmail.com.