SKILLS & PLATFORMS
Tools & Expertise
The platforms, systems, and skills I bring to every engagement.
CRM & LEAD MANAGEMENT
GoHighLevel (GHL)
95%Workflows, funnels, pipelines, automation
HubSpot
80%Contacts, deals, pipeline management
Follow Up Boss
85%Real estate CRM, lead routing
Salesforce
70%CRM records, reporting
PROJECT & OPERATIONS
Asana
90%Task management, project tracking
Trello
90%Kanban boards, workflow visualization
Monday.com
80%Team coordination, timelines
ClickUp
85%Docs, tasks, dashboards
Notion
85%SOPs, wikis, documentation
COMMUNICATION & ADMIN
Slack
95%Team communication, channels
Zoom
95%Meetings, webinars, client calls
Google Workspace
95%Docs, Sheets, Drive, Gmail, Calendar
Microsoft Office 365
90%Word, Excel, PowerPoint, Outlook
Loom
85%Video walkthroughs, async updates
MARKETING & CONTENT
Canva
85%Graphics, presentations, social content
Mailchimp
75%Email campaigns, list management
ActiveCampaign
75%Email automation, sequences
Buffer / Hootsuite
80%Social media scheduling
REAL ESTATE SPECIFIC
Dotloop
85%Transaction management, e-signatures
DocuSign
90%Digital signatures, contracts
Zillow / Realtor.com
80%Lead sourcing, listing research
MLS Platforms
80%Property research, comps
Core Competencies
Operations Management
Process Documentation
Client Relationship Management
Lead Generation & Qualification
Workflow Automation
Executive Assistance
Data Entry & Management
Calendar & Schedule Management
Email Management
Research & Reporting
Team Coordination
Customer Support