Business Operations Executive Assistant | CRM & Automation Specialist | Startup Operations

I'm a proactive Executive Assistant and Business Operations Specialist with experience helping founders build systems, streamline operations, and launch growing businesses.

I don't just complete administrative tasks. I create organized, scalable processes that allow business owners to focus on growth while I keep operations running smoothly behind the scenes.

Over the years, I've supported CEOs and startup founders across operations, executive support, recruitment, CRM management, marketing, and process improvement. Whether it's building workflows in GoHighLevel, documenting SOPs, coordinating projects, managing calendars, or improving team communication, I enjoy creating systems that make businesses more efficient.

Here's how I can help:

Executive & Administrative Support
• Calendar and inbox management
• Meeting coordination and follow-ups
• Travel planning and executive assistance
• Document preparation and research

Business Operations & Project Coordination
• SOP creation and process documentation
• Workflow optimization
• Project management using ClickUp, Trello, and Notion
• Contractor and team coordination
• KPI tracking and reporting

CRM & Automation
• GoHighLevel CRM setup and customization
• Pipelines, workflows, automations, and triggers
• Landing pages, forms, calendars, and surveys
• Email marketing campaigns and follow-up sequences
• Client onboarding systems

Recruitment & Operations
• Hiring workflow design
• Applicant tracking systems
• Background and reference check coordination
• Interview scheduling
• Employee onboarding systems

Marketing Support
• Content planning and scheduling
• Social media management
• Email marketing
• Landing page updates
• Canva graphics and marketing materials
• Competitor and market research

Tools I Use

• GoHighLevel
• Google Workspace
• ClickUp
• Trello
• Notion
• Canva
• Slack
• Loom
• ChatGPT
• Claude
• Excel
• Power BI
• Stripe
• Calendly
• Meta Business Suite

Here's my portfolio: -----------

I enjoy working with startup founders and growing businesses where I can take ownership, improve systems, solve problems proactively, and contribute to long-term success.

If you're looking for someone who is organized, resourceful, tech-savvy, and genuinely invested in helping your business run better, I'd love to work with you.

Hi, I'm Bob Sario. I build AI that works while you sleep.

no skill summary

Digital Marketing & Automation Specialist with 6+ years of experience in Meta Ads, Google Ads, CRM Management, Marketing Automation, AI Automation, Email Marketing, Lead Generation, and Executive Virtual Assistance. Skilled in HubSpot CRM, GoHighLevel, WordPress, n8n, GA4, Canva, ChatGPT, Claude, Microsoft 365, Asana, Slack, and Notion. I help businesses generate more leads, automate repetitive tasks, optimize marketing campaigns, and streamline operations. Reliable, detail-oriented, and always focused on delivering measurable results.

GoHighLevel (GHL) & Marketing Automation Specialist helping businesses streamline lead management, follow-ups, and customer journeys.

Skilled in:
• GHL CRM & pipelines
• Workflows & automation
• Funnels & landing pages
• Email & SMS automation
• Calendars & appointment systems
• Webhooks & integrations
• Lead nurturing & follow-ups

I build organized, practical automation systems designed to save time and improve lead conversion.

I help founders build systems that help their businesses grow.

My background combines business operations, marketing operations, AI automation, and project management. Over the past five years, I've worked with healthcare, eCommerce, agencies, and startups, helping teams improve workflows, build GoHighLevel systems, launch marketing campaigns, create SOPs, manage projects, and implement AI-driven processes.

I'm naturally proactive and take pride in solving problems before they become bottlenecks. Whether it's building a funnel, automating a workflow, coordinating a launch, or improving an internal process, my goal is always the same: help businesses move faster and operate more efficiently.

I help small businesses, agencies, and service providers organize their CRM, follow up with leads faster, and build simple automation systems that reduce missed opportunities.

My focus is on GoHighLevel (GHL), CRM setup, marketing automation, lead capture, appointment booking, pipeline tracking, email/SMS follow-up, reactivation campaigns, client onboarding, retention check-ins, and manual follow-up alerts.

My portfolio includes automation projects for:
• Med spa consultation booking and follow-up
• HVAC dormant customer reactivation
• Financial coaching client onboarding and retention

These projects include CRM pipelines, forms, calendars, tags, workflow triggers, conditional logic, wait steps, booking updates, email/SMS sequences, staff notifications, and QA testing.

I’m best suited for businesses that need help setting up or improving their CRM workflows, follow-up process, booking system, and customer journey tracking.

I value clean execution, organized CRM data, clear workflow logic, testing, documentation, and practical systems that are easy to understand and maintain.

Hi! I'm an Administrative and Finance Professional with 4+ years of experience in admin support, bookkeeping, finance, HR, customer service, and loan processing. I help businesses stay organized by managing records, handling financial documents, maintaining accurate data, and supporting daily operations.

I also have experience in social media management and content creation, helping businesses improve their online presence and connect with their audience. I'm reliable, easy to work with, detail-oriented, and committed to delivering quality work.

General Virtual Assistant | Executive Assistant | Amazon & Shopify Store Specialist

I am a reliable and detail-oriented Virtual Assistant dedicated to helping business owners and executives streamline operations, stay organized, and grow efficiently. I specialize in administrative support, executive assistance, and Amazon store management, providing structured, accurate, and results-driven support tailored to your business needs.

With strong organizational skills and a proactive mindset, I ensure tasks are completed efficiently, deadlines are met, and workflows remain smooth. I quickly adapt to new systems, follow instructions precisely, and communicate clearly to support business goals and enhance productivity.


What I Can Do for Your Business:


GoHighLevel Specialist:

Funnel Building

Landing pages and sales funnels
Lead capture pages and opt-in forms
Thank you pages and booking pages
Basic funnel design and layout
Form and survey setup
Mobile-friendly funnel optimization

Workflow Automation

Automated follow-up sequences
Triggers and actions setup
Lead nurturing workflows
SMS & email automation
Pipeline automation
Tagging and contact segmentation

Systems Integration

GoHighLevel integrations
Google Calendar connection
Gmail / SMTP setup
Zapier integrations
Stripe / payment integration
Third-party app connections

CRM Setup & Pipeline Management

CRM contact organization
Pipeline creation and stages setup
Lead tracking and tagging
Opportunity management
Custom fields and forms
Client database cleanup

Calendar & Appointment Automation

Booking calendar setup
Appointment reminders automation
Google Meet / Zoom link automation
Availability settings
Round-robin calendars
Confirmation & follow-up messages
SMS & email Marketing

Campaign setup
Broadcast messages
Automated follow-ups
Newsletter setup
Twilio SMS integration
Deliverability of email setup (SPF, DKIM, DMARC)



General Virtual Assistant:

Inbox and email management
Calendar scheduling and appointment coordination
Data entry and online research
File organization and document management
CRM updates and task tracking
Customer support and follow-ups
Social Media Management (content creation, scheduling, engagement tracking)



Executive Assistant:

Daily task and schedule management
Meeting coordination and reminders
Travel planning and itinerary preparation
Confidential document handling
Process optimization and workflow support
Professional communication and reporting



Amazon Store Specialist:

Product research and listing optimization
Keyword research and SEO-friendly product descriptions
Inventory tracking and order management
Seller Central navigation and updates
Competitor and market research
Basic PPC and sales monitoring support



Shopify Store Specialist:

Product uploads and collection organization
Product description writing and SEO optimization
Inventory management and order fulfillment support
Theme customization and store layout updates
App integration and basic troubleshooting
Discount setup, promotions, and landing pages
Customer support and order tracking






Why Work With Me

I am highly organized, adaptable, and results-driven. I take ownership of tasks, communicate proactively, and am committed to long-term collaboration.

If you want a dedicated Virtual Assistant who can handle tasks efficiently and help your business thrive, send me a message today and let’s discuss how I can support your growth!

I help businesses streamline their marketing operations with automations, sales funnels, landing pages, email marketing, and social media management.

I'm comfortable working with a wide range of platforms including Google Workspace, Microsoft Office, Canva, CapCut, Descript, ChatGPT, Claude, ClickUp, Asana, Notion, -----------, Meta Business Suite, Metricool, Hootsuite, Shopify, Etsy, WordPress, Elementor, Squarespace, ThriveCart, Kajabi, Flodesk, ActiveCampaign, Klaviyo, ManyChat, Zapier, Make, and more.

As an experienced marketing automation specialist with a strong focus on CRM management, I help businesses streamline their operations and improve customer engagement. I specialize in platforms like GoHighLevel, ActiveCampaign, and Ontraport, where I design and implement automated workflows, sales funnels, and lead nurturing sequences. My expertise lies in using CRM systems to optimize customer journeys, enhance conversions, and automate follow-ups. I’m passionate about leveraging strategic automation solutions to drive results and help businesses scale efficiently. With years of hands-on experience, I’m committed to helping businesses increase efficiency and achieve their marketing goals through effective CRM strategies.

I help businesses run smarter not harder by building the systems that keep leads flowing, clients engaged, and operations humming.

My specialty is GoHighLevel. I set up and manage the full ecosystem: CRM configuration, pipeline design, workflow automation, email and SMS campaigns, appointment scheduling, funnels, landing pages, and contact organization. Whether you're onboarding your first clients or scaling to hundreds, I build the backend that makes it seamless.

I also bring 2 years of hands-on social media management across Facebook, Threads, Reddit, and X focused on lead generation, audience engagement, and content that actually drives business results.

What I work with: GoHighLevel · Workflow Automation · Pipeline & CRM Setup · Email & SMS Campaigns · Funnels & Landing Pages · Lead Management · Canva · CapCut · Google Workspace · Microsoft Office

I'm detail-obsessed, deadline-driven, and genuinely energized by learning new systems. If your business needs structure, automation, or a reliable operator behind the scenes

let's talk.

I’m a Digital Marketing Manager and Certified Digital Marketing Professional with over 10 years of experience helping businesses turn scattered marketing into systems that actually convert.

Most clients come to me when:
- Their marketing feels all over the place
- Their funnels aren’t converting
- Their tools are messy or disconnected

That’s where I come in.

I specialize in building and optimizing marketing systems—from funnels to automation—so everything works together (and not just rely on constant manual effort).

I’ve worked with coaches, consultants, course creators, and service-based businesses across different industries, helping them generate leads and streamline their operations.

What I Can Help You With:

Funnels & Conversion
- Funnel strategy, mapping, and optimization
- Landing pages, opt-in pages, sales pages
- Webinar / masterclass funnels (live & evergreen)

Marketing Automation & Systems
- GoHighLevel (GHL) setup & optimization
- Email automation (ActiveCampaign, Kajabi, etc.)
- CRM setup, tagging, segmentation
- Workflow automation & integrations

CRM/Email Marketing & Nurture Workflows
- Welcome sequences, nurture sequences
- Launch and promotional campaigns
- Broadcast emails

Website & Tech
- Website design and updates
- Fixing broken flows, forms, and integrations
- Connecting tools (Zapier, webhooks, APIs)

System Clean-Up
- Auditing messy setups
- Streamlining processes
- Making everything actually flow

Tools I’ve Worked With:
GoHighLevel (GHL), ActiveCampaign, ClickFunnels, Kajabi, WordPress, Ontraport, Hostinger, Zapier, Make, ScoreApp, Meta Ads, Google Analytics, Google Ads, Google Search Console, Google Workspace, and more.

How I Work:

I’m not just here to “do tasks”. I help you think through the strategy behind them.

I ask the right questions
I simplify complex setups
I make sure everything connects and makes sense

No fluff - just systems that work.

Availability

Open to:
- Part-time or project-based work ONLY
- Funnel builds and automation setups
- Ongoing marketing support

Send me a message and let’s see how I can help.

I’m Mark Solis, an Email Marketing, GoHighLevel (GHL), and CRM Systems Specialist with hands-on experience supporting U.S.-based Shopify e-commerce and coaching businesses.

My daily work covers Shopify backend operations (product/collection management, ----------- reviews, promo creation), Mailchimp & GHL email/SMS campaigns, deliverability recovery, CRM database cleanup (NeverBounce validation), and multi-channel customer inbox management.

Instead of basic maintenance, I rebuild underperforming email & CRM systems:
• Re-establishing broken integrations (WooCommerce to Mailchimp/GHL)
• Cleaning and segmenting contact databases to restore sender reputation
• Designing end-to-end automation architectures (Welcome, Re-engagement, Ascension flows)
• Overseeing complete Shopify backend and customer support operations

I don't wait to be told what needs fixing. I catch technical issues early, protect sender reputation, and keep operations running cleanly so founders can focus on growth.