Catherine V.

Need a reliable Virtual Assistant to help manage your daily tasks, follow up with leads, schedule appointments, and keep your business organized? Hi! I'm Catherine, a Versatile Virtual Assistant with 10+ years of customer service and call center experience, supporting US and Australian clients. I help business owners save time by handling administrative tasks, customer inquiries, lead follow-ups, appointment setting, and CRM management. Here's how I can help your business: • General Virtual Assistance: Data entry, email management, online research, and administrative support. • Appointment Setting: Scheduling appointments, confirming bookings, and managing calendars. • Lead Generation Support: Warm lead follow-ups, lead qualification, re-engagement, and live transfers. • Customer Service: Inbound and outbound calls, email support, and customer inquiries. • CRM Management: Updating records, tracking leads, and maintaining organized pipelines. • Life & Health Insurance VA: Client follow-ups, prospect pre-qualification, policy-related support, and agent assistance. • Tax Administrative Support: Assisting interested clients, determining tax filing needs, and providing tax portal access information. 🛠Tools I use: • GoHighLevel, Salesforce, Intercom, Google Workspace, Microsoft Office, Slack, RingCentral, Kixie, Dialpad, PhoneBurner, and Vonage. I am organized, detail-oriented, willing to learn new systems, and committed to providing dependable support that helps your business run smoothly. If you need a Virtual Assistant who can communicate professionally with your clients, stay on top of tasks, and help you manage your workload, let's connect! 📨Send me a message, and let's discuss how I can support your business.