Freelancer Virtual Assistant & Automation Specialist

Katrina
Marquez

Workflows · Automations · CRM Setup · Website & Funnel Support

I help businesses stay organized, automated, and running efficiently — from GoHighLevel CRM builds to Zapier automations, backend operations to client-facing funnels.

GoHighLevel Zapier Automation CRM Setup Funnels CSSWB Certified
Katrina Marquez
Scroll
Katrina Marquez
3+Years Experience
12+Services Offered
25+Tools Mastered
About Me

More Than a VA —
A Systems Thinker


Hi, I'm Katrina Marquez, CSSWB — a Freelancer Virtual Assistant and Automation Specialist based in Malolos, Bulacan, Philippines. I go beyond task completion: I build systems, map workflows, and configure automation logic that makes businesses run without constant manual oversight.

My work lives at the intersection of administrative excellence, workflow building, and digital operations. I configure GoHighLevel CRM pipelines, build Zapier automation sequences, structure website funnels, and organize the backend processes that keep businesses efficient and scalable.

I've supported real projects — from client intake portals to realtor platforms, funding funnels to web studio sites — and I'm currently pursuing a BS in Business Administration (Financial Management) at National University, Baliwag.

Detail-OrientedSystems BuilderClient-Focused ProactiveOrganizedAdaptable

Certified In

CSSWB — Lean Six Sigma HubSpot Social Media HubSpot Email Marketing PMI — Leading Projects Generative AI (NASBA) TikTok Ads Manager
What I Do

Services That Deliver Results

Every service is built around one goal: making your business run better.

Virtual Assistance

Reliable day-to-day support so you can focus on growing — inbox, scheduling, coordination, and everything in between.

Administrative Support

From document creation to data management — clean, organized, and always on time. Your operations stay structured, always.

Social Media Management

Content calendars, captions, scheduling, and engagement — your social presence stays active and aligned with your brand voice.

CRM Setup & Organization

GoHighLevel pipelines, tags, contact management, and follow-up systems — set up once, working forever. No leads slip through.

Workflow Building

I map, design, and document processes that keep your business flowing — so your team always knows exactly what to do and when.

Zapier Automation

Trigger-based automations that connect your tools, eliminate repetitive tasks, and keep data moving where it needs to go.

GoHighLevel Support

Full GHL support — funnels, automations, pipelines, forms, calendar setups, snapshots, and campaign management. Done right.

Website & Funnel Support

Funnel structure, page organization, form logic, and backend flow — I help websites work harder and guide visitors to conversion.

Lead Generation

Targeted prospect research using Apollo.io, LinkedIn Sales Navigator, and Crunchbase — qualified leads delivered to your pipeline.

Process Documentation

SOPs, workflow guides, and training materials that capture how your business operates — so nothing depends on memory alone.

Client Onboarding Support

Intake forms, welcome sequences, onboarding flows, and CRM tagging — your clients get a seamless first impression every time.

Data Entry & Research

Accurate, structured data entry and market research — delivered in clean formats your team can act on immediately.

Track Record

Experience & Project History

2024 – Present

Labeling Team Lead / Post Verifier

RIZZ App · New York (Remote)

Led the labeling and categorization process for app-based projects, ensuring accuracy and compliance. Coordinated team efforts and provided training to new staff members.

Team ManagementQAData Systems
2026

Website Automation & Funnel Structure Specialist

Corporate Credit Solutions (Remote)

Designed and structured a multi-step client qualification intake form using GHL. Built conditional logic workflows including tagging, lead scoring, pipeline routing, and automation triggers. Created structured blueprint infographics for client presentation and internal execution mapping.

GoHighLevelZapierConditional LogicBlueprint Mapping
2026

CRM & Automation Support Specialist

Freelance

Assisted in CRM setup and backend organization using GoHighLevel. Configured tagging systems, pipeline stages, and opportunity tracking. Created automation triggers for lead follow-ups and segmentation. Documented system processes for internal team clarity and scalability.

GoHighLevelTaggingPipelinesDocumentation
2026

Website Flow Structure Consultant

Freelance

Structured website user journey flows for business websites without coding. Organized content hierarchy, CTA placement, and funnel direction. Created documentation-ready layout mapping for developers and designers focused on conversion logic and lead qualification.

Funnel LogicUX FlowGoogle Docs
2026

Lead Generation & Personalization VA

Freelance

Cleaned and standardized company lead lists using Google Sheets and AI-assisted verification. Used ChatGPT strategically to generate personalized first-line cold email openers. Flagged inconsistencies and ensured quality control before campaign launch.

Apollo.ioLinkedIn SNChatGPTGoogle Sheets
2025 – 2026

Social Media Systems & Content Strategy Support

Freelance

Developed structured content calendars aligned with brand positioning. Conducted competitor research and audience analysis for growth optimization. Created process documentation for content scheduling and provided structured reporting insights.

Meta Business SuiteTikTok AdsCanvaAnalytics
2025 – 2026

Process Documentation & Workflow Organization

Freelance

Created structured SOPs for automation systems and lead qualification flows. Designed backend workflow diagrams for sales and intake processes. Standardized task tracking inside Trello/Asana-style systems and improved clarity between operations and client-facing teams.

TrelloAsanaNotionGoogle Docs
2023 – 2024

Assistant Bookkeeper

Ecommerce Client · Pakistan (Remote)

Processed invoices, payments, and reconciled accounts — achieving 99% accuracy in financial records. Assisted in the preparation of monthly financial reports and statements.

QuickBooksExcelGoogle Sheets
2024

Sales Agent / Chat Support

KxA Marketing Agency · USA (Remote)

Managed multi-platform social media accounts, growing engagement by 35%. Created and scheduled compelling content, ensuring brand alignment across all client campaigns.

CRMChat PlatformsSocial Media
2023

Social Media Manager

Yield Streetwear · Singapore (Remote)

Managed multi-platform social media accounts, growing engagement by 35%. Created and scheduled compelling content ensuring brand alignment. Built and maintained audience trust through consistent engagement strategies.

Meta Business SuiteTikTokCanva
2024

Market Research Assistant

Automotive Libya · Tripoli, Libya (Remote)

Conducted in-depth market analysis and developed reports on automotive trends in North Africa. Collaborated with senior analysts to identify emerging business opportunities and growth markets.

SemrushGoogle TrendsCrunchbase
Capabilities

Skills & Tools

Core Skills

Virtual AssistanceAdministrative SupportClient Communication Time ManagementResearchLead Generation Social Media ManagementProcess Documentation Workflow OrganizationData EntryProject CoordinationEmail Management

Automation & Systems

Workflow BuildingZapier AutomationGoHighLevel CRM Funnel LogicTagging SystemsPipeline Organization Lead RoutingBackend SupportClient Onboarding Flows Automation BlueprintsForm Conditional LogicDisputeFox Integration

Tools & Platforms

GoHighLevel
Zapier
DisputeFox
Canva
Meta Business Suite
TikTok Ads Manager
Google Workspace
Microsoft Office Suite
Trello
Asana
Slack
Notion
Hubstaff
Apollo.io
Crunchbase
LinkedIn Sales Navigator
Hootsuite / Buffer
Semrush / Ahrefs
CapCut / InShot
Roboflow
Adspower
Skool
Google Analytics
ChatGPT (Strategic Use)
Live Work

Portfolio & Projects

Real websites. Real systems. Real results.

quantrixoutsourcing.com
Quantrix Outsourcing
Agency Website

Quantrix Outsourcing

Built and maintained the branded website for Quantrix Outsourcing — a remote staffing agency. Includes automation integration, service sections, and client-facing funnels.

Role: VA + Automation Specialist
Tools: GHL · Zapier · HTML/CSS · Canva
View Live Site →
nextwavewebstudio.netlify.app
NextWave Web Studio
Web Studio

NextWave Web Studio

Supported the build of a web design agency's portfolio site. Handled flow structure, service page organization, automation connections, and funnel logic for lead capture.

Role: Website Flow Structure Consultant
Tools: GHL · Zapier · Funnel Logic
View Live Site →
funding-2.netlify.app
Business Funding
Funnel / Lead Capture

Business Funding Funnel

Built a business credit and funding lead funnel structured for maximum conversion. Includes intake forms, qualification logic, and automated follow-up sequences via GHL.

Role: Funnel Builder & Automation Setup
Tools: GHL · Zapier · Form Logic
View Live Site →
clientintakeforms.netlify.app
Client Intake System
Client Onboarding

Client Intake Forms System

Designed and built a client intake and onboarding form system with conditional logic, field validation, and GHL pipeline integration. New leads flow directly into CRM automatically.

Role: Form Builder & CRM Integration
Tools: GHL · Conditional Logic · Zapier
View Live Site →
realtorportals.netlify.app
Realtor Portal
Real Estate

Realtor Client Portal

Built a real estate client portal featuring credit repair resources, mortgage FICO frameworks, and a HomeBuyers Checklist — integrated with email automation sequences for agent onboarding.

Role: VA + Funnel Support + Content
Tools: GHL · Email Automation · Canva
View Live Site →
Automation Blueprint

GHL + Zapier + DisputeFox Blueprint

Created a comprehensive automation blueprint for Educate & Restore Credit (ERC) — mapping the full GHL, Zapier, and DisputeFox integration with a team-facing implementation guide and structured SOPs.

Role: Automation Architect
Tools: GHL · Zapier · DisputeFox · Google Docs
Internal Client Project
Client Feedback

What Clients Say

"

Katrina is exceptional at what she does. She set up our entire GHL CRM from scratch — pipelines, tags, automations, everything. She's proactive, organized, and always delivers ahead of schedule.

JR
James R.Credit Repair Business Owner
"

Working with Katrina on our website automation was seamless. She understood our funnel goals immediately, structured everything logically, and the automations have been running perfectly since day one.

MC
Michelle C.Web Studio Founder
"

Katrina's documentation work is incredible. She took our entire internal process and turned it into a clean, actionable SOP library. Our onboarding time dropped significantly. A true operations professional.

DB
David B.Remote Agency Owner
Credentials

Certifications & Achievements

Certified Social Media Marketing

HubSpot Academy · 2022

Certified Email Marketing

HubSpot Academy · 2022

What is Generative AI?

NASBA · 2024

Lean Six Sigma White Belt

Int'l Society of Six Sigma · 2024

Leading Projects

Project Management Institute · 2024

TikTok Ads Manager

TikTok for Business · 2024

Get In Touch

Let's Work Together

Ready to streamline your operations, build smarter automations, or get solid VA support? I'd love to hear about your project.

katrinamarquez21@gmail.com +63-975-815-0514 IG@katmrqz_
📍Malolos, Bulacan, Philippines · Available Worldwide
Available for new projects