I'm Chisom^{Virtual Assistant}

APPROACH

• Review all existing meetings and commitments
• Use tools like Google Calendar or Outlook to set up a centralized calendar
• Schedule meetings based on availability and time zone preferences
• Set color-coded tags for easy visual sorting (e.g., client calls, internal meetings, deadlines)
• Add reminders ahead of important events
• Block off daily time for deep work and short breaks
• Send invites, reschedule when needed, and confirm attendance in advance

APPROACH

• Reviewed and cleaned customer data in Google Sheets
• Imported the sheet into HubSpot, mapping each column to the right property
• Used filters and views to group contacts by status, last contacted, or deal stage
• Tagged contacts with custom properties for better sorting and follow-up
• Created a dashboard in HubSpot to quickly see contact activity, open deals, and pending tasks
• Made sure the team could easily update contact records without leaving HubSpot

APPROACH

• Searched for leads using Apollo’s filters based on industry, role, and location
• Exported selected leads as a CSV file
• Imported the CSV into Notion, mapping each column to the right property (e.g., name, email, company, status)
• Created a custom Notion database to track contact status, follow-ups, and notes
• Tagged leads by priority and added checkboxes for outreach progress
• Used Notion’s filters and views to stay on top of who’s been contacted and who needs follow-up

APPROACH

• Collected discussion points from emails, team chats, and project updates
• Used Notion (or Google Docs) to structure the agenda with clear sections: topic, time slot, owner
• Sent out the agenda before the meeting so everyone came prepared
• Took quick notes during the meeting and updated the same doc with key decisions
• Highlighted action items and assigned tasks with deadlines
• Shared the final agenda + notes with the team for reference and accountability

APPROACH

• Collected all key travel info: flight details, hotel bookings, meeting schedules, and downtime
• Designed the itinerary in Canva using a clear, structured template
• Added icons and color-coded sections to separate each day and activity
• Included clickable links for bookings, addresses, and contact numbers
• Exported the final version as a shareable PDF
• Sent it to the client ahead of the trip for review and easy access on any device

APPROACH

• Set up triage rules so emails are automatically sorted by priority (VIPs, clients, partners, newsletters).
• Created filters and labels to highlight urgent items and file routine ones.
• Built response templates for common inquiries to speed up replies.
• Designed a “VIP folder” system so key messages are never missed.
• Scheduled daily inbox sweeps to maintain inbox zero.
• Unsubscribed from irrelevant newsletters and grouped useful ones into a reading folder.
• Provided weekly inbox reports showing trends, flagged items, and follow-ups.

APPROACH

• Understand the purpose and target audience of the flyer before designing.
• Use clear, legible fonts and appropriate colours for readability and appeal.
• Ensure the design is not cluttered; maintain sufficient white space.
• Highlight key information such as offers, dates, locations, or calls to action prominently.

APPROACH

• Designed a Trello board with lists for each workflow stage (To Do, In Progress, Review, Done).
• Added task cards with full details: owners, due dates, checklists, and attachments.
• Used color-coded labels to mark priority, type of work, and department.
• Set reminders and recurring tasks to prevent bottlenecks.
• Shared weekly status updates to keep the client aligned on progress.
• Reviewed and refined the board as the project evolved.

APPROACH

• Gather all necessary information about the webinar from the client
• Create a professional and engaging presentation
• Include all necessary information about the webinar
• Ensure the presentation is visually appealing and easy to understand
• Make the presentation engaging and informative