Veronica W.

I help businesses improve customer retention, streamline operations, optimize CRM systems, and create scalable processes that support growth. With 20+ years of experience in customer success, operations, healthcare, and telehealth, I specialize in turning inefficient workflows into organized, measurable systems. Over the years, I’ve worked on improving customer experiences, organizing workflows, resolving complex issues, and keeping systems running smoothly and efficiently. I’m comfortable analyzing processes, improving CRM performance, maintaining accurate data, and helping teams work more productively. I also have experience training and supporting customer service teams by creating clear processes, improving communication, and helping teams deliver better customer experiences consistently. I enjoy working in fast-paced remote environments and adapt quickly to new tools, systems, and workflows. Whether it’s CRM management, customer support, workflow organization, or process improvement, I focus on creating practical solutions that save time, reduce inefficiencies, and support business growth. ⭐How Can I Help? • CRM Audits & Optimization (HubSpot, GHL, Zendesk) • Customer Success Process Development • SOP Creation & Documentation • Telehealth Operations & Intake Workflows • AI-Powered Lead Follow-Up Systems • Patient & Client Journey Mapping • Customer Retention Programs • Team Training & Process Implementation • EMR Migration & Workflow Design Core Skills & Tools: CRM & Systems Optimization: HubSpot • GoHighLevel • Zendesk • IntakeQ (EMR setup, forms, templates) • Launch27 Customer Service & Team Development: Team Training • SOP Creation & Documentation • Process Improvement • Customer Journey Mapping • Issue Resolution • Account Management Communication & Collaboration: Zoom • Slack • Microsoft Teams • Intercom • Klara (HIPAA-compliant) • GoToMeeting • Tawk.to Marketing & Content Tools: WordPress • Canva • Social Media Management • Ad Creation • Marketing Automation • Sales Message Administrative & Productivity Tools: Medical/Telehealth •Tebra •IntakeQ (Assisted in complete patient migration and setup for 10,000 patients) Telehealth Management •Advanced Glp-knowledge and patient guidance • Knowledgable in peptides and Hormones replacement therapy