Hiring Offshore Doesn’t Fail—Handoffs Do

Manuel is a motivated, versatile professional with a well-rounded background in BPO customer service and freelancing, focused on outbound sales and lead generation. With nearly a decade of experience, he has transitioned smoothly between structured corporate environments and fast-paced freelance engagements.

Manuel brings 7+ years of relevant work experience in customer service, outbound sales, and lead generation across both BPO and e-commerce industries.

• Worked in Philippine-based BPO firms from 2016 to 2022, handling both inbound and outbound calls for telco and utility clients, including debt collection and billing concerns for a U.S.-based cable and internet provider.
• Handled global customer base (U.S., Canada, UK, Australia, New Zealand) as a CSR and sales support for an online store selling therapeutic electronic devices.
• Engaged in lead qualification and outreach for a US-based business acquisition team, researching small businesses and verifying ownership information via cold calls and follow-up emails.
• Outbound Sales Experience: As a remote CSR for an e-commerce business, Manny routinely upsold complementary health devices by proactively calling existing customers and gauging satisfaction.
• Lead Generation: Most recently worked as an outreach specialist for a business-buying group.
• He conducted cold outreach to business owners and gatekeepers, verifying data and coordinating lead handoffs for proposal meetings.

• Monday.com, Zoom, and Surfshark VPN
• Familiar with domain management via GoDaddy

PI Behavioral Profile: Venturer

Strongest Behaviors:

• Independent, analytical thinker who prefers to act based on their own decisions with minimal need for validation.
• Assertive and goal-oriented; cuts through obstacles quickly to reach outcomes.
• Direct communicator with high urgency, often pushing self and others to deliver rapid results.

Behavioral Summary:
Manuel is a self-starting, ambitious professional who thrives on challenge and responsibility. He is energized by new ventures, open to taking risks, and motivated by goal achievement. His preference for autonomy and fast-paced decision-making makes him ideal for entrepreneurial environments or early-stage business teams. His candid and authoritative communication style, paired with his adaptive mindset, supports effectiveness in roles where proactivity and execution are key.

Cindy has 2+ years of experience in backend operations, customer support, and sales administration, having worked with a Singapore-based education company that organizes international summits and seminars.

• Manages backend sales systems, creates daily/weekly/monthly reports, prepares commissions, and updates CRM records
• Created and maintained an end-to-end email automation process using ActiveCampaign, streamlining customer onboarding and ticketing processes for summit events
• Developed and managed AI chatbots deployed on client websites, enabling efficient pre-sale interactions and routing of customer inquiries
• Supported summit events hosting up to 7 international speakers over two-day schedules, ensuring all customer transactions and communications were supported via automation workflows
• Regularly coordinated with remote team members across Malaysia and South Africa to maintain consistent backend reporting and data delivery

• Automation & CRM Tools: ActiveCampaign, Bitrix CRM, Zapier 
• Chatbot Development: Railway
• Office Software: Google Workspace & Microsoft Excel
• Design Software: Canva

• Available within 1 to 2 weeks after formal notice
• Setup Readiness: Has a dedicated laptop, fiber internet, headset, and access to a backup workstation hub in case of outages

PI Behavioral Profile: Operator

Strongest Behaviors:

• Cooperative, easy-going, and agreeable in getting along with others. A focused, uncritical listener who won’t “rock the boat.”
• Methodical, steady, and even-paced
• Driven to protect the company against risk by thoroughly leveraging their background

• Hyacinth has over 3 years of remote work experience specializing in e-commerce operations, digital marketing, website management, and customer support across various industries, including fine jewelry retail, real estate, and digital marketing services.
• Performed day-to-day e-commerce and digital marketing responsibilities, including managing and updating Shopify and WordPress/WooCommerce storefronts, uploading and optimizing product listings, overseeing inventory updates, and managing order fulfillment to support operational efficiency.
• Managed end-to-end digital marketing initiatives, including planning, launching, and monitoring paid media campaigns across Meta Ads, Google Ads, and TikTok Ads, alongside implementing on-page SEO strategies and performance tracking via Google Analytics (GA4) and Google Search Console.
• Created and scheduled engaging social media content, produced branded graphic assets using Canva and Adobe Photoshop, and automated lead nurturing and customer communication using tools such as GoHighLevel, Klaviyo, and Mailchimp.
• Provided cross-functional support, including administrative task coordination, executive assistance, customer service support (inbound calls, emails, and live chat), and content moderation/AI data annotation.
• Holds a Bachelor of Science in Business Management Major in Human Resources (3rd Year Undergraduate).
• Completed several professional development certifications, including Digital Marketing, Facebook Advertising, Social Media Management, Lead Generation, Web & Graphics Designing Professional, Bookkeeping, Master Microsoft 365, and AI Career Growth using ChatGPT.

1. Career Highlights / Relevant Projects

• Successfully led digital marketing strategies and storefront management for online retail brands, driving online growth, enhancing user experience, and optimizing conversion rates through targeted paid advertising and SEO improvements.
• Implemented GoHighLevel systems and AI workflow automations to streamline lead generation, customer follow-ups, and business processes, resulting in improved operational efficiency and higher ROI on advertising campaigns.
• Managed full-funnel digital campaign rollouts across Google Ads, Meta Ads, and TikTok Ads for multi-market businesses, maintaining strong brand presence and expanding reach into international target markets.

 2. Skill Proficiency + Tech / Software Proficiency

• Digital Marketing & Strategy: E-Commerce Management, Paid Media Advertising (Meta, Google, TikTok Ads), Search Engine Optimization (SEO), Email Marketing & Automation, Lead Generation, Social Media Management, Content Creation (3+ years)
• E-Commerce & Website Platforms: Shopify, WordPress, WooCommerce (3+ years)
• Marketing Automation & Email Tools: GoHighLevel (GHL), Klaviyo, Mailchimp (2+ years)
• Analytics & Ad Management: Google Analytics (GA4), Google Search Console, Meta Ads Manager, Google Ads Manager (2+ years)
• Design & Office Applications: Canva, Adobe Photoshop, Microsoft 365, AI Tools (ChatGPT) (3+ years)

She can start immediately.

• He is proficient in using CUBIT, Mudshark, and has one year of hands-on experience with CostX—software particularly relevant to the client's requirements. 
• He is familiar with Australian building codes and standards, and has worked on a variety of projects ranging from commercial to residential, including civil works and architectural finishes.
• He also demonstrates a solid understanding of interpreting complex architectural and engineering drawings.
• His current role involves end-to-end take-off responsibilities in collaboration with Australian estimators, including startup meetings, document review, resolving discrepancies, and RFI submissions.

Predictive Index Behavioral Profile - Scholar

Strongest Behaviors

• Formal, reserved, introspective, and skeptical of new people; requires “proof” to build trust in new people.
• Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.
• Operationally, as opposed to socially, focused. Thinks, in specific terms, about what needs to be done and how to do it accurately and flawlessly; follows, in a literal way, that execution plan.
• Private, serious, introspective, and reserved. Takes time to connect to and trust new people.
• Focused; can concentrate on the task at hand for long periods. Quickly notices and understands technical matters more than social ones. Consistent and patiently thoughtful.
• Works at a steady, unwavering pace; most comfortable with familiar processes, environments, and co-workers. Doesn’t easily change.

Edwin is a serious, introspective person and an analytical and disciplined thinker. Careful, thorough and very focused on their responsibilities.

This individual is reserved and will generally express themself in a factual, direct, and succinct manner. A conscientious person, their approach to the work is systematic, methodical, and well organized, based on thorough knowledge of, and respect for “the book”. Working with factual, technical or detailed information, they’ll produce carefully thought-out work of high quality and precision. Whether doing work themself, or delegating to others, follow up is close to ensure high-quality results.

She has extensive experience performing core bookkeeping responsibilities such as:

• Bank and credit card reconciliation
• Data entry and categorizing transactions
• Accounts payable (AP) and accounts receivable (AR)
• Payroll processing support, including accurate timesheet and deduction tracking
• Preparation of financial reports including profit and loss statements

Anamarie is skilled in using a range of accounting software:

• QuickBooks Online – 2 years of experience; self-rated 7/10 in proficiency
• Xero
• Wave
• Zoho Books
• AppFolio (used for real estate clients)
• Microsoft Excel and Google Sheets – adept in formulas (e.g., VLOOKUP, HLOOKUP, SUMIF), creating graphs, and report formatting

She is also comfortable working with CRM tools and has experience generating and managing sales invoices through QuickBooks.

She is available to start immediately and is open to full-time and part-time arrangements.

Predictive Index Behavioral Profile - Specialist

Strongest Behaviors

• Relatively formal, reserved, and skeptical of new people; requires some “proof” to build trust in new people.
• Attention to detail; follows through on tasks to ensure completion in general accordance with quality standards.
• Operationally, as opposed to socially, focused. Thinks about what needs to be done, and how to do it well, and generally follows that execution plan.

• Drive to protect the company against risk by doing things in general accordance with established standards.
• Careful; usually follows a plan to avoid making mistakes. Generally has proof to support decisions before taking action.

Anamarie is a very conscientious person, particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within own area of expertise.

Reserved, serious, and always concerned with the exact correctness of the work. Self-discipline, sense of duty, and respect for authority and tradition are strong qualities in Anamarie, who takes responsibilities very seriously.

With experience and/or training, Anamarie will develop a high level of specialized expertise and efficiency. Disciplined and dedicated to the job and the company. Work pace is somewhat faster-than-average, and Anamarie is motivated by a real concern for getting work done on time and correctly.

• She is proficient in LinkedIn Sales Navigator, Apollo, ZoomInfo, Crunchbase, Cognism, and enrichment tools such as Kaspr and Lusha. She currently works with Adenzo CRM and is open to learning new platforms like HubSpot.
• Prospect lead generation using platforms such as LinkedIn Sales Navigator, ZoomInfo, Crunchbase, Cognism, and Apollo.
• Data cleaning, deduplication, and enrichment with tools like Kaspr and Lusha.
• Her past experience also includes email technical support for a short period within the educational technology space, indicating her adaptability to varied industries.
• Quality assurance and final validation of datasets before uploading to the CRM (Adenzo).
• Oversight of outreach datasets for email and phone campaigns.
• She is available to start immediately. 

Predictive Index Behavioral Profile - Specialist

Strongest Behaviors

• Formal, reserved, introspective, and skeptical of new people; requires “proof” to build trust in new people.
• Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.
• Operationally, as opposed to socially, focused. Thinks, in specific terms, about what needs to be done and how to do it accurately and flawlessly; follows, in a literal way, that execution plan.
• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.” Cautious; follows a well-established and proven plan to avoid making mistakes.
• Does the background research necessary to have proof to support decisions before action is taken.
• Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.

Djoanna is a very conscientious person, particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within own area of expertise.

Reserved, serious, and always concerned with the exact correctness of the work. Self-discipline, sense of duty, and respect for authority and tradition are strong qualities in Djoanna, who takes responsibilities very seriously.

• Accounts Receivable (AR) – invoice generation, aging reports
• Accounts Payable (AP) – bills processing via platforms like bills.com
• Monthly and weekly bank reconciliations
• Business Activity Statements (BAS) and sales tax reporting
• Preparation and analysis of Profit and Loss Statements
• Payroll management

• Proficient in QuickBooks (Desktop & Online) – rated 8/10 in proficiency.
• Regular user of Excel/Spreadsheets for financial reporting – comfortable creating basic reports with annotations.
• Experienced in using CRM tools (e.g., ServiceTitan) and adapting to new systems.
• Familiar with Hubstaff and Time Doctor for productivity tracking.

• Construction supplies (as in-house bookkeeper in a corporate setting)
• HVAC services and service-based businesses through U.S. and Australian accounting firms
• Exposure to food export industry, specifically relevant to the current client setup

• Liezel has accumulated approximately 8 years of administrative and financial support experience, primarily within office-based and local Philippine companies, with a brief stint in remote international work.
• Her experience spans both administrative operations and basic accounting/bookkeeping functions
• She is available to start immediately.

• Handled logistics-related responsibilities for a telecommunications company, including deployment of technician vehicles, fuel monitoring, inventory of tools and materials, and operations support.
• Oversaw monthly branch budget preparation, including data entry of expenses and submission of replenishment requests.

• Performed accounts receivable tasks for a U.S.-based client on a project basis, including checking bills, issuing invoices, and ensuring data accuracy before dispatch.
• In prior local roles, handled data entry, ledger updating, and daily cash reconciliation for loans and collections.
• Familiar with basic auditing practices, ensuring the correctness of entries and accounting documents.

• Communicated regularly with external suppliers (e.g., vehicle leasing, fuel companies) regarding billing concerns and rental contracts.
• Experience in customer support via email, with growing confidence in taking and making business calls.

• Comfortable with Microsoft Excel (rated 9/10) – has used advanced formulas and generated reports.
• Used SAP in a logistics setting.
• Basic familiarity with Google Workspace tools.

Jacky has extensive experience in technical support and customer service, with a strong focus on handling high call volumes and managing escalations effectively. Her most relevant background includes supporting customers for telecom and internet service providers, specifically handling troubleshooting for issues related to phone and internet connectivity.

She has also worked in a virtual assistant capacity, which adds to her flexibility and organizational skills, and she is well-versed in remote work setups. She demonstrated familiarity with tracking tools such as Hubstaff and is comfortable using productivity monitoring software, aligning well with the client’s in-house systems.

Technical Proficiency and Experience:

• She has previously worked with Australian clients and is familiar with the culture and expectations in that market.
• Notably, she has handled accounts such as Telstra and Comcast, managing up to 80+ calls per day, indicating her ability to work in high-pressure environments.
• Proficient in using remote monitoring tools such as Hubstaff
• Experienced in customer support software used by telecom providers
• Familiar with remote communication platforms
• She is able to start immediately.

• Extremely informal, extraverted, and outgoing; gets familiar very soon after you meet. Communicates effusively, flexibly, and engagingly; draws others into the conversation.
• Almost exclusively focused on people, building relationships, and teamwork rather than technical matters. Uninhibited; very open and trusting in sharing thoughts and in asking personal questions.
• Not interested in the details; delegates them freely. Needs unstructured projects where flexibly working with people, and a focus on the goals rather than the plans, is necessary.
• Persistence; consistent pursuit of goals in calm, methodical manner even when setbacks occur. Opinionated; slow to change.
• Casual with rules. Focused on the goal, not how to get there; willing to bend the rules. Delegates implementation details.
• Unworried and unhurried; takes each day as it comes with little planning for what might happen, particularly given the predictable routines that have been established.
• Socially-focused, naturally empathizes with people, easily seeing their point of view or understanding their emotions. Positive, non-threatening communication.

Jacky is an outgoing, talkative, very friendly individual, a lively and stimulating communicator. A good mixer who is poised, active and responsive in social situations.

The complete extravert; informal and uninhibited in their behavior; understands people well and is capable of using that understanding to gain the friendship and cooperation of others. It is important to this individual to be liked and accepted, and they express themself to individuals or groups with warmth and enthusiasm. Easily understands and accepts other viewpoints, ideas, and feelings, and can be effective at getting diverse groups to come together and collaborate.

• Rommel has hands-on experience supporting property managers for a client in the Australian property management sector.
• He is proficient in tools such as Property Tree, PropertyMe, Airtable, Inspection Manager, Maintenance Manager, and Invoice Genius.
• His tasks included lease documentation, rental invoicing, calendar management, compliance form storage, handling tenant communications, and generating weekly performance reports.
• He also has experience with both inbound and outbound communications, as well as escalations and troubleshooting.
• He is able to start immediately.

Predictive Index Behavioral Profile - Operator

Strongest Behaviors

• Patient, stable, and consistent; does things generally systematically and is not inclined to change these systems. Dependable, relatively consistent and works best in familiar environments, with familiar people.
• Tolerant, easy-going, and uncritical in getting along with others. A focused listener.
• Works steadily at an even pace; most productive with fewer interruptions.
• A relatively private individual, it takes Rommel some extra time to connect to and trust new people. Serious and reserved.
• With an ability to concentrate on the task at hand, is generally more focused on the technical matters than the social ones. Consistent and thoughtful.
• Works at a relatively steady pace; best working with familiar processes, environments, and co-workers. Not inclined to change.

Rommel is helpful, patient, and stable; works steadily and consistently. Respectful of established processes, standards, and policies, they will work within those standards to ensure repeated successes and high-quality results.

He has the patience and tolerance required for routine work and can be relied on to do such work consistently and in a relaxed manner. Prefers having, and following, a well thought-out process to ensure success. If they are responsible for establishing the process, they will do so in a thoughtful, methodical manner, paying close attention to details and time-honored successes. Once established, they’ll expect that the process be followed consistently.

• She has gained valuable experience working in the construction and engineering industry, holding roles as an Office Engineer and Junior Civil Engineer.
• Her experience at a multinational construction company involved assisting in project planning, contract management, and technical documentation, which demonstrates her ability to work in a fast-paced engineering environment.
• Additionally, her previous role as a Junior Civil Engineer enhanced her skills in cost estimation, technical drawing, and project coordination. 
• She is available to start immediately.

• She is proficient in AutoCAD, SketchUp, STAAD, and Planswift, which are essential tools for structural analysis and project planning.
• Her competency in Microsoft Office and basic programming knowledge in MATLAB, Python, and JavaScript adds versatility to her skill set.
• She has also obtained relevant certifications, including training in ISO 9001:2015, FIDIC contracts, and concrete troubleshooting, showcasing her commitment to continuous professional development.

• Driven to protect the company against risk by thoroughly leveraging their background and strictlynfollowing “the book.”
• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.
• Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.
• Unhurried and deliberate, stable and will do things using the established process; finds it difficult to change these systems.
• Dependable, consistent and needs familiar environments and coworkers to be most productive.
• Cooperative, easy-going, and agreeable in getting along with others. A focused, uncritical listener who won’t “rock the boat.”
• Methodical, steady, and even-paced; loses productivity when interrupted.
• Formal, reserved, introspective, and skeptical of new people; requires “proof” to build trust in new people.

Keanna-mari is thoughtful, disciplined, and particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within their area of expertise.
Works at a steady, even pace, leveraging their background for the betterment of the team, company, or customer.

With experience and/or training, they will develop a high level of specialized expertise. Serious and dedicated to the job and the company. Their work pace is steady and even-keeled, and they’re motivated by a real concern for getting work done thoroughly and correctly. Discipline and circumspect thinking will lend
caution to their decision-making; Keanna-mari plans ahead, double checks, and follows up carefully on decisions and actions.

Ning is a skilled virtual assistant with over a year of experience in lead generation, administrative support, and strategic outreach. He demonstrates a clear understanding of prospecting workflows and a structured approach to relationship building. His strong communication skills, adaptability, and interest in niche industries make him a promising candidate for roles involving outreach and business development.

• Over a year of hands-on experience in lead generation and outreach, including CRM use (Apollo AI) to mine and qualify leads based on engagement and relevance.

• Managed and organized lead databases using Google Sheets, including key contact details and communication history for transparency and collaboration with clients.

• Demonstrated initiative by crafting outreach emails using ChatGPT, refining the output to maintain professionalism and a human tone.

• Experienced in preparing meeting briefs, scheduling calls via Calendly, and handling follow-ups to convert interested leads into viable partnerships.

• Showed strong adaptability and a proactive learning mindset toward new industries—particularly open to gaining knowledge in wellness, spirituality, and human design.

• Apollo AI – Used for scraping leads, evaluating quality, and managing outreach flow.

• Calendly – Familiar with scheduling and coordinating meetings between clients and leads.

• Google Sheets – Primary tool for lead tracking and database management.

• ChatGPT – Utilized to craft and refine outreach messages with a personalized tone.

• LinkedIn & Facebook – Used for lead sourcing and background verification of potential partners.

• Notion – Basic usage as a note-taking tool, open to deeper adoption if needed.

• Proactivity, assertiveness, and sense of urgency in driving to reach personal goals. Openly challenges the world.
• Independent in putting forth their own ideas, which are often innovative and, if implemented, cause change. Resourcefully works through or around anything blocking completion of what they want to accomplish; aggressive when challenged.
• Proactively connects quickly to others; open and sharing. Builds and leverages relationships to get work done.

Ning is a confident, independent self-starter with competitive drive, initiative, a sense of urgency, and the ability to make decisions and take responsibility for them. Can react and adjust quickly to changing conditions and come up with ideas for dealing with them.