Olasubomi Soyebo
CRM & Operations Specialist | Virtual Assistant
Your strategic partner for organized systems, accurate data, and seamless operations.
I transform chaotic processes into structured, efficient systems that drive business growth. Specializing in Salesforce CRM management, operational excellence, and executive support—I bring clarity, accuracy, and strategic thinking to every project.
View My Work ↓
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About Me
I'm a Salesforce-certified CRM Specialist and Virtual Assistant who bridges the gap between technical systems and business operations. With experience supporting executive leadership at Sand Technologies and completing intensive training through ALX Africa, I deliver results that matter.
My expertise spans Salesforce data management, workflow optimization, calendar coordination, email systems, presentation design, and operational support. I've cleaned databases with 95% accuracy improvements, reduced email management time by 63%, and designed presentations that won over £50K contracts.
I don't just complete tasks—I build systems that scale. Whether it's organizing 500+ files into 30-second retrieval, eliminating double-bookings across 3 time zones, or creating executive dashboards that drive decisions, I bring structure to complexity.
  • Salesforce CRM: Data cleanup, pipeline management, dashboards, validation rules, duplicate management
  • Operations: Process optimisation, workflow design, SOP creation, system structuring
  • Admin Support: Calendar/inbox management, meeting coordination, documentation, travel planning
  • Lead Management: Research, qualification, outreach support, stakeholder mapping
  • Project Coordination: Stakeholder alignment, tracking, deliverable management, reporting
  • Reporting: Dashboard design, data visualisation, executive insights, forecast support.
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Core Competencies
  • CRM hygiene & data accuracy (95% improvement track record)
  • Pipeline management & forecasting support
  • Time management & strategic scheduling (3 time zones)
  • Email automation & communication systems (Inbox Zero expert)
  • Workflow design & process improvement
  • Documentation & knowledge management
  • Cross-functional coordination
  • Attention to detail & quality control
  • Proactive problem-solving
  • Systems thinking & long-term sustainability
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Industry Experience
  • Technology and SaaS
  • Telecommunications (Sand Technologies - Telco UK)
  • Consulting and Professional Services
  • Startups and Small Businesses
  • Executive and Administrative Operations
🎓 Education
  • Salesforce Certified Platform Foundations Completed: July 01, 2024 Focus: Technical foundations, problem-solving, systems thinking
  • Salesforce Certified Platform Administrator Completed: Octoberber 07, 2023 Focus: Technical foundations, problem-solving, systems thinking
  • ALX AI Career Essentials Completed: May 11, 2024 Focus: AI tools, automation, productivity enhancement
  • ALX Virtual Assistant Program Completed: September 2, 2025 Focus: Administrative excellence, communication systems, operations management
  • B.A Linguistics, Obafemi Awolowo University Background in operations management, resource coordination, project leadership
🏅 Certifications & Recognition
Services I Provide
Tailored solutions for your operational needs.
Salesforce CRM Management
Complete CRM lifecycle support—data cleanup, pipeline tracking, dashboard creation, validation rules, duplicate management, and forecast accuracy improvement. Transform your Salesforce into a reliable decision-making engine.
Operations & Process Optimisation
Workflow design, SOP creation, process mapping, task automation, and system structuring. Build scalable operations that support growth without adding complexity or overhead.
Executive Administrative Support
Calendar management, inbox organisation, meeting coordination, travel planning, document preparation, and communication support. Free up leadership time for strategic priorities.
Data Management & Organisation
File structuring, naming conventions, information architecture, permission management, and knowledge systems. Transform chaos into 30-second file retrieval and professional document management.
Lead Research & Outreach
Prospect research, stakeholder mapping, pain point analysis, outreach messaging, and engagement strategy. Enter conversations with credibility and strategic intelligence.
Presentation Design & Communication
Professional slide design, data visualisation, storytelling structure, brand consistency, and visual communication. Transform complex information into compelling narratives that win contracts.
Tools & Technologies I Use
I leverage modern platforms to deliver efficient, professional results across CRM, communication, project management, and productivity.

I use top-tier tools to streamline operations, automate workflows, and drive client success

—so your business operates with clarity and confidence.

Portfolio Highlights: Salesforce & CRM Excellence
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Salesforce CRM Data Cleanup & Pipeline Optimisation
95% Data Accuracy Improvement
Situation: Optical Growth Technologies' Salesforce database contained duplicate records, missing critical fields, inconsistent formatting, and data quality issues affecting reporting accuracy and forecast reliability.
Task: Restore CRM integrity, eliminate duplicates, standardise formats, create executive dashboards for pipeline visibility and informed decision-making.
Action: Cleaned and standardised Leads, Opportunities, and Accounts datasets. Implemented validation rules for email format, phone format, and required fields. Set up duplicate management with matching rules and alerts. Created 4 comprehensive reports: Leads Pipeline, Opportunities Pipeline, Accounts Overview, MD Sales Dashboard.
Result: 95% improvement in data accuracy, 100% elimination of duplicate records, 80% reduction in reporting time (30+ min → <5 min), executive dashboard enabling instant decisions, and a sustainable data quality framework.
Tools: Salesforce, Excel, Data Import Wizard, Dataloader.io

Google Docs

Salesforce CRM Data Cleanup & Pipeline Optimization

Salesforce CRM Data Cleanup & Pipeline Optimization Project Overview Client: Optical Growth | Role: Salesforce Virtual Assistant Situation Optical Growth' Managing Director had critical data quality issues in their Salesforce instance that were impacting sales performance and decision-making. ...

2
Lead Research & Strategic Outreach - Cargill
4 Decision-Makers Identified & Profiled
Situation: Optical Growth Technologies needed to engage Cargill, a $160B global agribusiness company, with targeted AI supply chain solutions during their operational restructuring phase (5→3 business units, 8,000 employee reduction).
Task: Conduct comprehensive company research, identify key pain points, map decision-makers, and craft a personalised outreach strategy aligned with Cargill's strategic priorities.
Action: Researched Cargill's business structure, recent restructuring, and workforce optimisation initiatives. Identified 5 operational pain points and mapped 4 key stakeholders. Analysed how AI solutions aligned with specific needs. Crafted personalised LinkedIn/email outreach with value propositions and developed a multi-phase follow-up strategy.
Result: Comprehensive 15-page research brief delivered, 4 key decision-makers profiled with engagement strategies, 5 pain points mapped to solution capabilities, targeted outreach messages positioning client as a credible partner, and a replicable research framework for future prospects.
Tools: LinkedIn, ZoomInfo, Google Research

Google Docs

Lead Research & Strategic Outreach: Cargill

Lead Research & Strategic Outreach: Cargill Positioning AI Solutions for a Global Agribusiness Leader Project Overview Client: Optical Growth Target Company: Cargill, Inc. Project Type: Lead Research & Strategic Outreach Role: Salesforce Virtual Assistant & Lead Research Specialist The Challeng...

3
Salesforce Dashboard Design for Executive Decision-Making
80% Reporting Time Reduction
Situation: Managing Director needed quick access to sales performance metrics, pipeline health, and forecast data but spent 30+ minutes manually generating reports.
Task: Design and implement a comprehensive Salesforce dashboard providing real-time visibility into Leads, Opportunities, and Accounts performance.
Action: Created Leads Pipeline, Opportunities Pipeline, and Accounts Overview reports. Integrated all reports into a unified MD Sales Dashboard. Applied colour-coding and visual hierarchy, and set up automated refresh schedules.
Result: Intuitive executive dashboard enabling decisions in seconds, instant visibility into pipeline health, lead quality, and opportunity progression, 80% reduction in reporting time, and improved executive team confidence in CRM data.
Tools: Salesforce Reports & Dashboards

Google Docs

Salesforce Dashboard Design for Executive Decision-Making

Salesforce Dashboard Design for Executive Decision-Making Project Overview Client: Sand Technologies | Role: Salesforce Administrator | Duration: 10 days Situation The Managing Director at Sand Technologies needed quick access to sales performance metrics, pipeline health, and forecast data but...

4
Data Quality Framework Implementation
90% Duplicate Reduction
Situation: Inconsistent data entry practices led to duplicate records, missing information, and unreliable reporting across Salesforce.
Task: Establish a sustainable data quality framework preventing errors at the entry point and maintaining long-term database integrity.
Action: Implemented validation rules for email format, phone format, and required fields. Set up matching rules detecting duplicate leads and opportunities, and configured duplicate alerts. Created automated workflows with update reminders and enabled field history tracking. Designed a data quality checklist for sales representatives and documented the process for identifying and merging duplicates.
Result: 90% reduction in duplicate records, 98% improvement in data entry accuracy, sustainable processes requiring minimal ongoing maintenance, and sales team adoption of best practices through clear documentation.
Tools: Salesforce Validation Rules, Duplicate Management, Workflows

Google Docs

Data Quality Framework Implementation

Data Quality Framework Implementation Project Overview Client: Sand Technologies | Role: Data Governance Lead | Duration: 3 weeks Situation Sand Technologies' Salesforce database suffered from inconsistent data entry practices that led to: The Data Quality Crisis: Duplicate Records Missing Info...

Portfolio Highlights: Operations & Administrative Excellence
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Executive Email Management - Inbox Zero System
63% Time Reduction - 2hrs → 45min Daily
Situation: Executive's inbox contained 33,000+ unread emails with critical communications buried under newsletters and spam. Email management consumed 2+ hours daily with poor response times (48+ hours) frustrating clients.
Task: Transform a chaotic inbox into an organised, sustainable system enabling same-day responses and reducing daily email time by 50%+.
Action: Conducted an inbox audit and emergency cleanup. Created a 10-folder structure and implemented 15 Gmail filters auto-sorting 65% of incoming email. Created 12 email templates and established 3 daily email check-ins. Set up a weekly maintenance routine.
Result: 63% time reduction, 95% faster responses, Inbox Zero achieved and maintained for 3+ months, zero missed important emails, reduced stress, and 437.5 hours saved annually.
Tools: Gmail, Google Workspace, Filters, Labels, Templates

Google Docs

Email Management - Case Study

Executive Email Management: Inbox Zero System Implementation Case Study Overview Client Type: Executive/High-Volume Professional Project Duration: 6 weeks (Initial implementation) + 3 months (Maintenance verification) Service Delivered: Email Operations System Design & Implementation Primary Meth...

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Executive Calendar Management — Creator-Focused Time Blocking System
40% Productivity Gain • Zero Missed Engagement Windows
Situation:
Founder and content creator managing daily publishing on Twitter/X and LinkedIn faced fragmented days, inconsistent engagement, and blurred work–life boundaries. Competing demands from content, learning, meetings, and personal life created cognitive overload and burnout risk.
Task:
Design a structured executive calendar system that supports daily content publishing, protected engagement windows, deep work, learning, meetings, and personal time—without increasing total working hours.
Action:
Conducted an activity and energy audit, then built a Monday–Sunday time-blocked calendar. Implemented engagement-first content workflows, focus and learning blocks, buffer systems, DNS/DND rules, color coding, and clear separation of tasks vs events.
Result:
Achieved consistent daily content output, protected deep work, zero scheduling conflicts, improved engagement quality, clearer boundaries, and a sustainable work rhythm supported by a repeatable calendar operating system.
Tools:
Google Calendar, Twitter/X, LinkedIn

Google Docs

Calendar Management - Case Study

Executive Calendar Management Creator-Focused Time Blocking System 40% Productivity Gain • Zero Missed Engagement Windows • Sustainable Work Rhythm Project Overview Client: Founder & Content Creator (Self-Project) Timeline: 4 weeks design & implementation Tools: Google Calendar, Twitter/X, Link...

3
Digital File Organization - 30-Second Retrieval
95% Faster - 5-10min → 30sec Search Time
Situation: The team's shared Google Drive had 500+ files with no structure, duplicates, or inconsistent naming, taking 5-10 minutes to find anything. This caused client embarrassment during calls when waiting for documents.
Task: Create a professional file organisation system enabling <30 second file location, eliminating duplicates, and establishing a sustainable structure.
Action: Audited 500+ files identifying categories, duplicates, and outdated files. Designed a 12-folder hierarchy and implemented universal naming conventions. Eliminated duplicate files, archived old files, and set up permissions. Created a master index spreadsheet and trained the team.
Result: 95% faster file search, 15GB storage space saved, 500+ files organised into an intuitive structure, 98% naming convention adoption, and 45+ monthly hours saved across the team.
Tools: Google Drive, Google Sheets, Documentation

Google Docs

Digital File Organization & Google Drive Optimization

Digital File Organization & Google Drive Optimization Project at a Glance Client Type: Growing Digital Business Team Duration: 3 weeks Files Processed: 500+ Time Saved: 45+ hours monthly Storage Optimized: 15GB recovered The Challenge The Situation A shared Google Drive had become a digital dum...

4
Meeting Coordination & Documentation Excellence
95% Action Item Completion Rate
Situation: TaskTitan VA program team meetings lacked structure, decisions weren't documented, action items got lost, and follow-through was inconsistent (60% completion rate).
Task: Create a comprehensive meeting support system ensuring productive sessions, clear documentation, and consistent follow-through.
Action: Created standardized meeting agenda templates and implemented pre-meeting agenda sharing. Took detailed, organized real-time notes and documented decisions, action items, owners, and deadlines. Created and distributed post-meeting summaries within 2 hours. Set up automated follow-up reminders and tracked action item completion.
Result: Action item completion increased from 60% to 95%, meeting productivity measurably increased, participants appreciated clear documentation and accountability, and leadership gained visibility into outcomes and bottlenecks.
Tools: Google Docs, Google Calendar, Task Management, Meeting Templates

Google Docs

Meeting Coordination & Documentation Excellence

Meeting Coordination & Documentation Excellence Executive Summary Transformed the TaskTitan Virtual Assistant Program's meeting culture from unstructured discussions with 60% follow-through into execution-driven sessions with 95% action item completion through systematic documentation, accountab...

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Project Coordination - ALX VA CapstoneOn-Time Delivery - 5 Team Members, 3 Time Zones
Situation: The ALX Virtual Assistant capstone project required coordinating 5 team members across different time zones with varying schedules, managing multiple deliverables, and meeting strict program deadlines.
Task: Bring structure and visibility to project execution ensuring timely delivery, quality standards, and team alignment throughout the project lifecycle.
Action: Created a comprehensive project timeline with milestones and dependencies. Established clear ownership for each workstream and set up weekly progress check-ins. Implemented standardised status update templates and a visual project dashboard. Managed all internal communication, tracked risks, and coordinated resource allocation. Prepared and distributed project status reports.
Result: Project delivered on time meeting all requirements, smooth team collaboration despite geographic distribution, all deliverables submitted complete and polished, and demonstrated ability to lead complex, distributed projects.
Tools: Trello, Google Drive, Google Calendar, Zoom, Documentation

Google Docs

Distributed Project Coordination Across Three Time Zones

Distributed Project Coordination Across Three Time Zones Project Overview Project Name: Distributed Project Coordination – Multi-Time Zone Team Role: Project Coordinator Team Size: 5 remote members Time Zones: Africa (WAT), Europe (GMT), North America (EST) Duration: 2 weeks (January 2026) Tools ...

What Clients & Colleagues Say
Real feedback from real projects
Investment Options
Flexible packages for every need
ESSENTIAL
Perfect for: Busy professionals needing organised communication and time management
  • ✓ Inbox management and organisation
  • ✓ Calendar scheduling and coordination
  • ✓ Email response management
  • ✓ Meeting scheduling support
  • ✓ Document organisation
  • ✓ Light administrative tasks
  • ✓ Regular status updates

Best For: Solo entrepreneurs, consultants, professionals managing growing workloads who need reliable administrative support.
PROFESSIONAL
Perfect for: Growing businesses needing structured operations and CRM management
  • ✓ Everything in Essential, plus:
  • ✓ Salesforce CRM data updates and cleanup
  • ✓ Lead and opportunity management
  • ✓ Pipeline tracking and reporting
  • ✓ Workflow organisation and documentation
  • ✓ Project coordination support
  • ✓ Basic dashboard creation
  • ✓ Process documentation and SOPs
  • ✓ Cross-team coordination

Best For: Small to medium businesses using Salesforce who need data quality and operational structure while scaling.
PREMIUM
Perfect for: Organisations requiring strategic operations partnership and comprehensive system management
  • ✓ Everything in Professional, plus:
  • ✓ Comprehensive CRM management and optimisation
  • ✓ Advanced workflow automation setup
  • ✓ Custom dashboards and executive reporting
  • ✓ Process improvement consulting
  • ✓ Systems integration support
  • ✓ Strategic operations coordination
  • ✓ Executive-level project management
  • ✓ Complete documentation and SOP library
  • ✓ Lead research and outreach support
  • ✓ Ongoing optimisation and maintenance

Best For: Established businesses and busy executives who need a trusted operations partner to manage complex systems and drive continuous improvement.
Custom packages available based on specific needs, tools, and scope. All packages include regular communication, proactive problem-solving, and commitment to excellence.
Let's Build Something Great Together
Ready to transform your operations, organise your systems, and reclaim your time?
I bring structure to chaos, accuracy to data, and efficiency to operations. Whether you need Salesforce expertise, executive support, or complete operational coordination—I deliver results that matter. Let's discuss how I can support your goals.
  • 📱 Phone: +234 8115 121 188
  • 📍 Location: Lagos, Nigeria
Organized systems. Accurate data. Seamless operations. Strategic results.
© 2025 Olasubomi Soyebo | Portfolio created with purpose and precision
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