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

• Organize emails into appropriate folders and apply labels or categories
• Prioritize emails by urgency and importance before taking action.
• Unsubscribe from irrelevant newsletters and promotional emails.
• Maintain inbox zero by responding, archiving, or deleting emails daily.
• Created a system for responding to important emails promptly and professionally

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

• Gather all tasks, deadlines, and details from the client or project documents.
• Create lists on the board based on workflow stages (i.e To Do, In Progress, Done).
• Add each task as a card under the appropriate list and include all necessary details.
• Use labels to categorise tasks by priority, type, or department.
• Ensure deadlines and reminders are set on cards where necessary.