Mercy O.

If setting up systems makes your head spin, but you know you need them to grow your business, you’re in the right place. Hi, I’m Mercy, a Virtual Assistant turned CRM Specialist. I help service-based business owners (especially in the events and creative industries) ditch the admin overwhelm and run smoother, smarter operations through custom workflows and automation. Over the past few years, I’ve transitioned from juggling general admin tasks to becoming the go-to person for setting up and streamlining tools like Dubsado and HoneyBook, tools I now live and breathe. Whether you’re starting from scratch or looking to optimize what you already have, I’ll help you set up automations, create forms, build out client workflows, and organize your backend so you can focus on what you actually love doing. Before freelancing, I spent 2+ years as an Accountant in the Medical Association space and 3+ years as a Research Assistant — which means I’m naturally analytical, highly detail-oriented, and super resourceful. I bring all that energy into every client project. Here’s what I can help you with: – CRM setup & optimization (Dubsado, HoneyBook) – Workflow automation – Email & calendar management – Lead capture forms & proposals – Templates & canned emails – Scheduling & client onboarding systems – General systems setup in tools like Google Workspace, Trello, and ClickUp Tools I use regularly: HoneyBook, Dubsado, ClickUp, Trello, Google Workspace, Canva, Clockify, Slack, Tailwind, Kit (ConvertKit), Kartra, Calendly, LastPass, and more. If you’re looking for someone who’s organized, strategic, tech-savvy, and easy to work with, I’d love to hear about your project! Here's what one of my clients had to say about me. "Thank you Mercy, I will finish my review tomorrow and then close out the contract. From what I saw it looks like everything I asked for, which I appreciate. You did an amazing job. Thank you!"