If You’re Still Managing Leads Manually… You’re Leaving Growth on the Table.
You’ve built your offer, set up your landing page, and you’re showing up online. But still… your leads fall through the cracks.
You’re getting leads but don’t know where they go in your system.
You’ve tried automations, but something always breaks.
You’re wasting time managing tools instead of focusing on your clients.
Sound familiar?
It’s not your fault.
Most businesses don’t need more marketing. They need a system that actually connects all the moving pieces.
I help businesses automate how they attract, nurture, and convert leads using the best CRM tools so your business runs even when you’re offline.
Here’s what that looks like:
✅ Funnels that automatically move your leads to the right sequence
✅ Tagging systems that track interest and engagement
✅ Automated email campaign and sms
✅ Integrations between your tools that actually talk to each other
Most virtual assistants can click buttons. But I don’t just “set things up” I design automated systems that increase efficiency and sales.
With my background in ActiveCampaign, Systeme.io, and other softwares, I’ve built automation frameworks for coaches, agencies, and health experts that increased conversions, improved retention, and saved them hours weekly.
When you work with me, you’re not hiring an assistant .. You’re partnering with a system architect who treats your business like it’s her own.
Recent projects I've worked with...
Essentials Health Ventures (Health Brand)
→ Built a multi-step automation for leads, orders, and follow-ups
→ Integrated Shopify + ActiveCampaign and later on change to Klaviyo
→ Increased repeat purchases by 18% through automated follow-ups and reminders
→ Reduced manual emails by 75%, improving workflow efficiency
Antoine’s Bootcamp (Agency)
→ Created a follow-up automation via SMS + Email in ActiveCampaign
→ Built a tagging system to identify and track “Hot Leads”
→ Boosted booked calls by 22% within the first 30 days
→ Create workflows and pipelines with scoreapp and active campaign
→ Complex logic between SMS triggers and ActiveCampaign conditions.
Larry Jacobson (TED talk speaker/ Author/ Coach)
→ Audited and fixed automation logic across multiple websites.
→ Cleaned up duplicate tags, hard bounces, and autoresponder issues.
→ Implemented new tagging for sign-ups, purchases, and engagement triggers.
→ Managed complex workflows across several campaigns with different entry points.
→ Tag mapping inconsistencies, automation looping, and manual unsubscribe issues.
The Ultimate Gut Reset
→ Built a sales funnel for The Ultimate Gut Reset program.
→ Integrated opt-in forms, email sequences, and a lead scoring system.
→ Designed automation that delivers educational emails before a sales push.
→ Set up a backend course delivery workflow and customer onboarding.
→ Tagging logic for multiple courses and integrating two systems with different triggers.
1️⃣ Audit & Map
We analyze your current process where leads come from, where they fall off, and what needs fixing.
2️⃣ Build & Integrate
I connect your CRM, funnel, and automations so everything flows seamlessly.
3️⃣ Optimize & Test
We test every trigger, email, and tag to make sure it performs.
4️⃣ Support & Scale
Ongoing optimization and reporting so your system keeps improving.
What My Clients Say
“Rose doesn’t just build automations she builds clarity. She helped me understand my customer journey and fixed issues I didn’t even see.”
– Dr. Shane Cope, Essential Health Ventures
“She’s my tech brain in my company. Rose connected our CRM, funnel, and team notifications flawlessly.”
– Antoine, Freight Dispatcher
"She audited existing flows, designed a multi-step automation connecting e-commerce and CRM, implemented order tagging and post-purchase nurture sequences, and set up triggers for repeat-purchase campaigns."
– Maryann, Labsmarts
Tools I Master & Integrate
You’re already doing the hard part, serving your clients.