Phoebe Queenie D. Dela Cruz

I successfully completed the 30-Day AI-Powered VA Bootcamp presented by VA Training PH. This intensive program equipped me with advanced virtual assistance skills, empowering me to deliver efficient, AI-enhanced support to clients. I gained hands-on experience in administrative operations, project management, workflow optimization, and the integration of AI tools to improve productivity and business performance.

Key Learnings & Skills Acquired:

• Administrative Support and Executive Assistance
• Inbox and Calendar Management
• File and Document Organization
• Social Media Management and Content Planning
• Funnel Building and Email Marketing Strategies
• Business Reporting and Performance Tracking
• AI-Powered Task Automation using ChatGPT, Notion AI, and other modern tools
• Project Management using Trello, ClickUp, and Asana
• Workflow Documentation and Process Optimization
• Client Communication and Professional Support
• Time Management and Productivity Enhancement
• Branding and Online Business Support for Entrepreneurs

Achievements & Outcomes:

• Developed efficiency-driven workflows to boost client productivity
• Enhanced ability to manage multiple projects with precision and consistency
• Gained hands-on experience integrating AI tools into daily VA operations
• Strengthened adaptability, problem-solving, and client-centered service mindset
• Earned certification demonstrating readiness to provide AI-powered virtual assistance aligned with modern business standards
• Developed and maintained organized digital filing systems to enhance information accessibility.
• Managed multiple schedules and appointments, ensuring optimal time management for executives.

• Designed and developed responsive websites using Vercel and v0.dev.
• Created websites aligned with client brand identity and user experience best practices.
• Conducted testing and debugging to improve performance and security.
• Integrated AI tools for content automation, SEO, and engagement tracking.
• Collaborated with clients to gather requirements, provide updates, and deliver final products.
• Designed and developed responsive website layouts to enhance user experience across various devices.
• Collaborated with clients to define project requirements and translate ideas into functional designs.

• Provided personalized financial advice focusing on life and health insurance products tailored to client needs.
• Assisted clients in clinics for health check-ups to understand requirements and recommend suitable plans.
• Developed financial plans to achieve client goals and conducted risk assessments.
• Collaborated with claims departments to ensure positive outcomes for claims.
• Educated clients on financial literacy, investments, and insurance benefits.
• Maintained knowledge of products, market trends, and regulatory changes.
• Developed personalized financial plans aligning with client goals and risk tolerance.
• Analyzed market trends to provide informed investment recommendations.

• Managed high volume of customer inquiries (0-60+ daily) via phone, email, and chat.
• Resolved complaints with empathy and professionalism, enhancing customer satisfaction.
• Documented interactions to improve service quality and track recurring issues.
• Collaborated with team to streamline processes and improve efficiency.
• Utilized CRM software for case management.

• Delivered customer support by addressing inquiries, troubleshooting, and providing product information.
• Handled escalated cases to resolution, maintaining client relationships.
• Assisted in training new hires on customer service protocols and systems.
• Maintained records of customer interactions for quality assurance.
• Resolved customer inquiries through effective communication and problem-solving techniques.
• Managed high-volume calls, ensuring timely and accurate responses to customer needs.