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.
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.
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.