Johanna Elfassy

• Coordinate and schedule meetings between new potential clients (leads) and the sales team with pipe drive (highlevel)
• Ensure timely follow-ups by aligning lead availability with sales representatives' calendars.
• Maintain and update CRM (Customer Relationship Management) systems with meeting details and lead status.
• Prioritize high-value leads for quicker engagement.
• Communicate effectively with both leads and internal team members to confirm meeting times.
• Send calendar invites, meeting agendas, and reminders.
• Collect and verify clients' bank statements as part of the application process.
• Ensure all required identity documents (e.g., passport, ID card, proof of address) are received and valid.
• Create individual folders for each client (digital or physical) containing:
  Bank statements
  Identity documents
  Completed application forms
• Label and organize folders systematically for easy retrieval and audit compliance.
• Maintain confidentiality and handle all documents in accordance with data protection policies.
• Accurately complete client application forms based on provided information and documentation.
• Review all entries for consistency, completeness, and compliance before submission.
• Upload completed applications to PandaDoc for digital processing and signature.
• Set up documents in PandaDoc with appropriate fields for client input and e-signature.
• Send documents securely to clients and monitor for completion.
• Follow up with clients as needed to ensure timely submission.
• Maintain records of sent and signed applications for internal tracking and audits.
• Generate and send accurate client invoices using QuickBooks.
• Ensure all billable services or products are correctly itemized with applicable taxes and terms.

Send timely payment reminders and follow up with clients via email or phone.

• Provided skin analysis and personalized treatment recommendations to clients.
• Administered facials, chemical peels, and microdermabrasion treatments effectively.
• Maintained cleanliness and organization of treatment rooms and equipment.
• Assisted clients in selecting appropriate skincare products for home use.
• Educated clients on skincare routines and post-treatment care instructions.
• Collaborated with team members to ensure seamless client experiences.
• Managed appointment scheduling and maintained accurate client records.
• Stayed updated on industry trends and new treatment techniques regularly.
• Assisted management in organizing schedules and appointments for executives.
• Coordinated communication between departments to ensure project alignment.
• Prepared meeting agendas and documented minutes for reference.
• Supported team members with administrative tasks to enhance productivity.

• Collaborated with teams to develop operational strategies and improve efficiency.
• Assisted in analyzing data to identify process enhancements and streamline workflows.
• Coordinated meetings and maintained agendas for project updates and team discussions.
• Supported project management by tracking deadlines and ensuring timely deliverables.
• Researched best practices to inform policy recommendations and operational improvements.
• Prepared reports summarizing findings and suggested actions for management review.
• Adhered to safety protocols while performing procedures.
• Conducted follow up consultations with patients to evaluate results of treatments.
• Contributed innovative ideas and solutions to enhance team performance and outcomes.
• Provided skincare consultations to clients based on individual needs and preferences.