Leanne E.
Executive Assistant | Ops, CRM, Bookkeeping & Social Media Support
Executive Assistant | Ops, CRM, Bookkeeping & Social Media Support I’m Leanne Evans—a seasoned executive assistant and business operations partner with 45+ years of experience supporting founders, consultants, and service-based professionals. Clients count on me to bring structure to their day, clarity to their systems, and polish to their communications. Whether you need support with CRM setup, QuickBooks bookkeeping, content creation and scheduling, or daily operations, I step in with care, precision, and a calm, get-it-done mindset. Key Services: QuickBooks Online: categorization, reconciliations, invoicing, A/P, A/R, and payroll CRM systems: setup and support for Act!, HubSpot, Salesforce Email marketing: Mailchimp, ActiveCampaign, AMA Executive & admin support: inboxes, calendars, SOPs, client onboarding, proofreading Social media: scheduling, Canva graphics, Clipchamp video edits, Meta Business Suite Clear communication: detail-oriented, responsive, and committed to long-term partnerships Let’s keep your business moving—smoothly, professionally, and with no detail left behind. What Clients Say About Working With Me • Consistent, proactive communication • Calm, reliable support in fast-moving environments • Quick to learn and able to ramp up with minimal direction • Tech-savvy and resourceful across tools and systems • Long-term mindset and strong attention to detail Professional Experience Owner – E3 Software Consulting, Inc. (2012–Present) I provide high-level executive and operations support to entrepreneurs, wellness professionals, consultants, and small business owners—offering a broad but focused skill set that keeps businesses running smoothly. QuickBooks Online: Bookkeeping, categorization, invoicing, reconciliations, A/P, A/R, and payroll CRM systems: Setup and support for Act!, HubSpot, Salesforce; list cleanup and automation workflows Email marketing: Campaign creation and list management in Mailchimp, ActiveCampaign, and AMA Client onboarding: SOP creation, form and process design, documentation systems Business tools: Setup and optimization of Calendly, Google Workspace, Zoom, PayPal, and client-specific platforms Content & design: Social media scheduling, branded graphics (Canva), light video editing (Clipchamp, Envato Elements) Web support: WordPress editing, plugin updates, blog formatting, light troubleshooting Daily ops: Calendar management, inbox support, communication cleanup, and system streamlining Previous Roles Certified CRM Trainer & Consultant (Act!, Sage Simply Accounting) Owner of a Virtual Assistant agency Legal Assistant (8+ years in family and IP law) Channel Sales Manager in software and telecom sectors Tools & Tech Accounting & Bookkeeping: QuickBooks Online, FreshBooks, Timeslips CRMs & Marketing: Act!, HubSpot, Salesforce, Mailchimp, ActiveCampaign, AMA Admin & Productivity: Google Workspace, Microsoft 365, Asana, Trello, Slack Scheduling & Automation: Calendly, Acuity, Zoom, PayPal Design & Video: Canva, Clipchamp, Adobe Acrobat Pro, Envato Elements Web & E-commerce: WordPress, Elementor, Beaver Builder, Page Builder, plugin management, Etsy, Printify, Walmart Seller Central AI & Research Tools: ChatGPT, Claude, Perplexity, Invideo, Syllaby Why Clients Work With Me Clients bring me in when they need someone they can trust to take initiative, solve problems, and bring structure to busy, evolving businesses. I’m known for being proactive, discreet, and solution-focused—helping leaders stay calm and confident while I handle the details. I’ve supported founders, coaches, medical professionals, inventors, creatives, and small teams—always with long-term relationships built on clear communication and consistent results. Client Win Helped a wellness coach launch her business by building the foundational infrastructure—setting up systems for scheduling, email, bookkeeping, CRM, and social media. Since 2020, I’ve continued to support her growth with ongoing operational, marketing, and tech support. How I Work I adapt to your business style, document processes as I go, and bring calm, consistent support. Whether you're launching or scaling, I focus on clarity, structure, and trusted execution. Based in Georgia, I work remotely with clients across the U.S. Outside of work, I enjoy church, gardening, DIY landscaping, rocks and minerals, health and homeopathy, and time with my Great Pyrenees, Gordon
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $1.5k
Billed in all: $14,366$14k
$363 in the last 6 months
Across 11 contracts
Earnings, last 30 days
Skill rankings: Top 24% in WordPress
Ranked by MRR among everyone on Upwork with the skill.
- #5ACT!13 freelancers · 🇺🇸 #1Top 38%🇺🇸#1 of 5
- #265Google Workspace Administration835 freelancers · 🇺🇸 #28Top 32%🇺🇸#28 of 120
- #535Website Maintenance1,684 freelancers · 🇺🇸 #85Top 32%🇺🇸#85 of 212
- #945Salesforce CRM3,059 freelancers · 🇺🇸 #167Top 31%🇺🇸#167 of 661
- #1,041Asana3,013 freelancers · 🇺🇸 #154Top 35%🇺🇸#154 of 542
- #1,744ChatGPT5,588 freelancers · 🇺🇸 #187Top 31%🇺🇸#187 of 591
- #1,960Executive Support5,288 freelancers · 🇺🇸 #171Top 37%🇺🇸#171 of 554
- #2,219Scheduling6,335 freelancers · 🇺🇸 #245Top 35%🇺🇸#245 of 976