Virtual Gurus

  • Virtual Gurus

    Virtual Gurus provides virtual assistants (VAs) that can be hired for specific roles to help clients with their businesses. Virtual Gurus aligns a specific VA with a client based on their needs. They have requested a portal to help with that matching / onboarding process as well as provide a means of scaling up their sales funnel by providing prospective clients with a means to self-serve and qualify their needs.

  • Technology

    The focus of this project was to plan, design and build a more efficient process to streamline Virtual Assistants and client management, including email verification, API updates, calendar management, CRM integration, accounting integration and mobile payment updates.

  • Hurdles

    Analyzing and planning the integration of the current and new tools, and how each integration would work together was the main challenge of the project.