TECH & AUTOMATION VA
I Turn Repetitive Work Into Streamlined Systems.
I help businesses automate repetitive workflows, organize their digital systems, and connect the tools they already use.
WORKS WITH
SYSTEMS I BUILD
01 Lead captured
02 CRM updated
03 Team notified
RESULT
Less manual work. Better visibility.
WHAT I HELP YOU FIX
Systems that keep work moving.
Practical operations support designed around your team, tools, and bottlenecks.
Workflow automation
Connect tools, remove repeat steps, and build reliable handoffs.
CRM & lead management
Build visible pipelines and ensure every lead receives the right next step.
Data & documentation
Create clean operating data, SOPs, and repeatable team routines.
SELECTED AUTOMATION PROJECTS
Proof, not promises.
Each walkthrough shows how the system works, where information moves, and what changes for the team.
01
Lead Capture & CRM Automation
MOCK PROJECT · WORKFLOW AUTOMATION
THE CHALLENGE
New leads were being collected through a form, but the information had to be manually transferred into the CRM. This created unnecessary admin work and made it easier for new inquiries to be overlooked.
WHAT I BUILT
A multi-step lead management workflow that automatically captures new form submissions, stores the information in Google Sheets, creates or updates the contact in HubSpot, and sends an email notification when a new lead is received.
TOOLS
Google Forms · Google Sheets · Zapier · HubSpot · Gmail
WORKFLOW / SYSTEM
Form Submission → Google Sheets → Zapier → HubSpot → Gmail Notification
WHAT I AUTOMATED / INCLUDED
• Lead data capture • Spreadsheet record creation • CRM contact creation • Lead information transfer • New-lead notification • Workflow testing
CASE STUDY VIDEO
See the workflow in action.
RESULT
Created a centralized lead flow that reduces repetitive data entry and makes new inquiries easier to track and respond to.
02
Notion Client Onboarding
MOCK PROJECT · NOTION SYSTEM
THE CHALLENGE
Client onboarding information, tasks, SOPs, and resources can become scattered across different files and platforms. This makes it difficult to see what needs to be completed and where important information is stored.
WHAT I BUILT
A centralized Notion client onboarding workspace containing a client dashboard, task tracker, SOP library, shared resources, and project status tracking. I also connected the intake process to the workspace using Zapier so submitted client information can be automatically added to the appropriate Notion database.
TOOLS
Notion · Zapier · Google Forms · Google Sheets
WORKFLOW / SYSTEM
Client Intake → Zapier → Notion Database → Onboarding Workspace
WHAT I AUTOMATED / INCLUDED
• Client Dashboard • Client Intake • Task Tracker • SOP Library • Shared Resources • Project Status • Client Information Database
CASE STUDY VIDEO
See the workflow in action.
RESULT
Created a repeatable onboarding system that keeps client information, tasks, documentation, and resources organized in one centralized workspace.
03
Sales Pipeline System
MOCK PROJECT · CRM & PROCESS AUTOMATION
THE CHALLENGE
Sales leads can become difficult to manage when pipeline stages, follow-ups, notifications, and customer information are handled manually across different tools.
WHAT I BUILT
A structured sales pipeline system designed to keep lead information organized as prospects move through different stages. The workflow connects lead tracking with automated notifications and follow-up actions so the team can quickly identify what needs attention.
TOOLS
HubSpot · Zapier · Google Sheets · Gmail / Slack · Trello
WORKFLOW / SYSTEM
New Lead → Contacted → Qualified → Proposal → Won / Lost
WHAT I AUTOMATED / INCLUDED
• Lead tracking • Pipeline stage updates • Internal notifications • Follow-up reminders • Lead information organization • Status visibility
CASE STUDY VIDEO
See the workflow in action.
RESULT
Created a clearer sales workflow with better visibility into lead status, ownership, and follow-up opportunities.
THE AUTOMATION PROCESS
Make the work clearer before making it faster.
01
Map the work
Find the handoffs, duplications, and missed signals.
02
Design the flow
Choose the clearest steps, tools, and ownership model.
03
Build & test
Connect the pieces, test exceptions, and keep it reliable.
04
Document & hand over
Leave a system your team can understand and keep using.
CERTIFICATION & TRAINING
Systems Operator — VA Launch System 3.0
Completed all 7 training labs focused on systems, automation, and operational workflows.
COMPLETED PROFESSIONAL TRAINING
Margin & Momentum · VA Launch System 3.0 · All 7 Labs Complete · Completed July 2026
Training focused on building structured systems, improving workflows, and applying practical operational processes.
GET IN TOUCH
Let’s Build a Better Workflow.
Have a repetitive process that takes too much time? Let’s turn it into a streamlined system.
Email Me
Timothy William B. Manimbao
Tech & Automation VA
Email · LinkedIn · Upwork · Facebook