Available for new partnerships

The right hand
every founder
actually needs.

I step into your business as your Executive Assistant and Operations Partner — handling the backend so you can stop managing the details and start leading at the level your business needs.

Let's work together See my work
linkedin.com/in/razel-jane-urgel
Razel Jane Urgel
40–50%
reduction in daily admin workload for founders I've supported
100%
inbox coverage — zero missed messages or delayed responses
3+
scattered tools replaced by one connected system
30–40%
faster reporting cycles through smart automation
The pattern I see

You're talented at what you do.
The backend is what's slowing you down.

Most founders I work with aren't struggling with vision or drive — they're struggling with the operational weight that piles up behind the scenes.

Before working with me
📬
Inbox is out of control
Messages pile up, responses are late, and you're CC'd on everything but on top of nothing.
📆
Calendar runs you, not the other way around
No structure to your day. Meetings stack up, deep work gets squeezed, and you end each day behind.
🗂️
Data and tasks scattered everywhere
Spreadsheets, sticky notes, email threads — no single place to see what's happening in your business.
🔥
Always reactive, never ahead
You're firefighting daily. Strategic thinking keeps getting pushed to "when things calm down."
😰
Everything depends on you
Nothing moves without your direct involvement. You can't step back without things falling apart.
VS
After working with me
✉️
Inbox is handled
Organized, triaged, responded to. You only see what truly needs your attention — nothing else.
🎯
Calendar works around your priorities
Protected focus time, structured day blocks, and clear commitments — so you lead, not just react.
🧩
One clear workspace
Everything in one place. Projects, tasks, client data — visible, searchable, and reliable.
⚡
Systems run in the background
Follow-ups, reminders, data movement — automated so nothing gets done by hand that doesn't need to be.
🤝
A partner you can genuinely rely on
You hand things off knowing they're done. No re-explaining, no checking in, no picking up pieces.
How I work with you

Two ways I show up
in your business.

My work isn't one-size-fits-all. Depending on where the gaps are, I operate as your day-to-day Executive right hand — or I step in to build the backend systems that make your operations run without you holding everything together. Often, it's both.

Track 1
Executive & Operations Support
For founders who need a reliable partner managing the day-to-day — so they can focus on leading, deciding, and growing.
  • 📅
    Calendar management — structured day blocks, protected focus time, multi-timezone scheduling
  • 📬
    Inbox management — organized, triaged, responded to. Nothing slips and nothing piles up
  • 💬
    Client & stakeholder communication — follow-ups handled, relationships maintained, no ball dropped
  • 📋
    Task & project coordination — priorities clear, team aligned, deadlines tracked
  • 📊
    Dashboards & reporting — centralized visibility into your operations so you always know what's happening
  • 📝
    SOPs & documentation — recurring tasks documented so the business can run without depending on memory
See sample work
Track 2
Backend Systems & CRM Setup
For founders whose backend is fragmented — I build the connected systems that handle leads, clients, data, and workflows automatically.
  • 🔗
    CRM setup & pipeline management — leads organized, stages defined, every contact tracked and followed up
  • ⚙️
    Workflow automation — reminders, follow-ups, and data movement automated so nothing is done manually that doesn't need to be
  • 📥
    Client onboarding & offboarding systems — a smooth, consistent experience every time, without you running it manually
  • 🤖
    Smart automations (Zapier, Apps Script, GHL) — tools connected and working together so data flows without gaps
  • 📊
    Reporting dashboards — at-a-glance visibility into pipeline, projects, and performance without manual compilation
  • 🏗️
    Funnel & lead capture systems — built inside GHL to capture, organize, and follow up with inquiries automatically
See sample work
Sample work

Real systems. Real results.
No guesswork.

Here's a look at specific things I've built and managed — organized by the type of support they represent.

Calendar & Inbox Management

Executive Calendar & Email Zero System

Client: Founder managing multiple time zones, inboxes, and a growing team

The Problem
  • No structure to the calendar — all meeting types mixed together with no protected focus time
  • 3+ business inboxes with no labeling or triage — everything looked equally urgent
  • Founder spending 2+ hours daily just sorting through emails and figuring out what to respond to first
What I Built
  • Structured daily calendar blocks — morning brief, deep work, client calls, team syncs, and personal time clearly defined and protected
  • Multi-timezone view set up so team availability across US, Philippines, Africa, and NZ visible at a glance
  • Gmail 3-tier label system — Really Important, Not So Important, Can Be Done Later — so inbox triage takes seconds not hours
  • Auto-filters applied so emails self-sort on arrival — founder only sees what needs their attention
Executive calendar and email zero optimization system
100%
inbox coverage — zero missed or delayed messages
2hrs+
saved daily from inbox triage and calendar management
The founder stopped starting each day sorting through noise. Calendar gives structure, inbox gives clarity — both run without their daily input.
Automation + AI Logic

Automated Outreach Tracker with Priority Sorting & Daily Reminders

Client: Founder managing active outreach across multiple business relationships

The Problem
  • Follow-ups tracked manually — contacts slipped through with no system to flag due dates
  • High-priority contacts mixed with low-priority ones, no way to focus on what mattered most
  • Founder spending time each morning figuring out who to contact — time that should go to actual outreach
What I Built
  • Google Sheets tracker with auto-sorting by priority level — most important contacts always surface first
  • Google Apps Script + Claude AI logic that moves contact data to the right sheet based on status and due date
  • Automated daily email reminder sent every morning — shows exactly who needs follow-up with full contact details ready
0
missed follow-ups since system went live
Auto
daily reminders — no manual checking needed
The founder no longer thinks about who to contact. Every morning, the right people surface automatically — with everything needed to act.
Operations Dashboard

Centralized Operations Dashboard — From Scattered Sheets to One Workspace

Client: US-based CEO, Architecture & Planning Company

The Problem
  • CEO working off scattered spreadsheets — data everywhere, visibility nowhere
  • No way to track projects, team tasks, and finances without opening 5 different files
  • Manual updates eating hours every week with no automation
What I Built
  • Centralized executive dashboard — priorities, projects, and action items in one place
  • Business Profit & Cashflow Tracker with automated monthly summaries and visual charts
  • Project Management tracker with color-coded status tags (In Progress, Completed, Draft, Scheduled)
  • Custom Google Apps Script automating data movement across sheets — zero manual updates required
Operations dashboard — from scattered sheets to clean workspace
30–40%
less time on admin and manual tracking
3+
tools consolidated into one workspace
The CEO gained at-a-glance visibility into operations — enabling faster decisions and confident delegation without daily check-ins.
Multi-Tool Workflow Automation

Lead Intake Automation — Google Forms → Airtable → Slack → Email

Client: Service business losing hours weekly to manual lead coordination

The Problem
  • Every new lead required manual data entry across multiple tools
  • Team had no real-time notification when a new inquiry came in
  • Clients received no immediate confirmation — creating a poor first impression
What I Built
  • Connected Google Forms → Airtable → Slack → Gmail in a single Zapier workflow
  • Every new submission instantly creates a structured CRM record in Airtable
  • Team gets a Slack notification immediately — nothing waits in someone's inbox
  • Client receives an automatic confirmation email — professional and instant, zero manual effort
Zapier automation — Google Forms to Airtable to Slack to Email
4
tools connected in one seamless flow
0s
delay — confirmation sent the moment a lead submits
100% of manual coordination removed from lead intake. Every new inquiry is captured, logged, the team is notified, and the lead gets an instant response — all automatically.
GHL Booking & Follow-Up System

Appointment Booking System — Confirmed, Showed & No-Show Recovery Workflows

Client: Service business losing appointments and follow-ups to manual gaps

What I Built
  • Booking Confirmed Workflow — tags contact, sends confirmation email, sets 1-day reminder, moves to sale opportunity automatically
  • Showed Status Workflow — updates opportunity, adds "Client Showed" tag, sends thank-you follow-up email
  • No-Show Recovery Workflow — sends "Missed You" email, waits 1 day, triggers SMS follow-up, creates a manual task for the team
  • End result: every booking is handled start-to-finish by the system — zero manual coordination needed
GHL Appointment booking workflows — confirmed, showed, no-show recovery
3
complete booking workflows built end-to-end
0
manual follow-ups — all actions trigger automatically
The business no longer loses appointments or contacts to manual gaps. Every booking, show, and no-show is handled by the system — consistently, every time.
CRM & Pipeline Management

Lead & Client Pipeline — Contacts, Smart Lists & Opportunity Tracking

Client: Service business with no structured system for tracking leads and pipeline

The Problem
  • No clear view of where each lead was in the sales process — opportunities slipping through silently
  • Follow-ups inconsistent — some leads over-contacted, others never followed up at all
  • No pipeline visibility so the founder couldn't forecast or prioritize effectively
What I Built
  • Full CRM setup in GHL — contacts tagged (potential leads, proposal sent, closed) and organized with smart lists
  • Pipeline stages defined — Potential Lead → Proposal Sent → Closed — with automation triggers at each stage
  • Advanced filters and views built so the founder can see exactly who to talk to at any point
GHL CRM lead and client pipeline management
22+
contacts organized with tags and smart lists
100%
pipeline visibility — no lead falls through
The founder now knows exactly where every lead is and what the next step should be — without manually tracking or remembering who to follow up with.
Lead Capture & Enrollment System

GHL Lead Capture Funnel — Landing Page, Checkout, Upsell & Automated Onboarding

Client: Service business needing a structured, automated way to convert and onboard new clients

What I Built
  • Full landing page in GHL — clearly communicating the offer, who it's for, and what they get
  • Checkout page with order summary, payment, and an upsell offer built in
  • Confirmation page with clear next steps so new clients know exactly what happens after they purchase
  • Automated onboarding workflow: confirmation triggered → tag applied → access granted → 4-email onboarding sequence started automatically
GHL lead capture funnel and automated onboarding
4
automated onboarding emails triggered on sign-up
100%
hands-off — system runs the full purchase journey
The founder can focus on delivery. The funnel handles lead capture, purchase, and full onboarding — without manual involvement at any step.
Case studies

Real founders. Real problems.
Real results.

Every case started with a founder who was overwhelmed, and ended with systems that ran without them having to hold everything together.

Client · US-Based Architecture & Planning CEO
From Scattered to Streamlined: Full Operations System for a US-Based CEO
The CEO was working off scattered spreadsheets, sticky notes, and email threads with no single source of truth. Priorities shifted constantly, team updates got lost, and execution was stalling because the CEO was managing details instead of leading.
What I Did
  • Built a centralized executive dashboard — priorities, projects, and action items all in one place
  • Structured daily, monthly, and quarterly activity tracking so nothing got missed
  • Created a team EOD reporting system for clear visibility on execution and next steps
  • Built custom Google Apps Script automating data movement — eliminated manual updates entirely
  • Consolidated 5+ tracking methods into 2 clean, connected core systems
30–40%
reduction in admin time and manual tracking
3+
scattered tools replaced by one unified workspace
10+
team members tracked daily via automated EOD system
Faster
reporting and planning cycles via automated summaries
The CEO gained clear visibility into operations — making it easier to delegate, make decisions, and focus on leadership instead of putting out fires every day.
Client · Small Business Consulting Founder
Inbox Chaos to Streamlined Operations: Full Backend Support for a Growing Founder
The founder was juggling 5+ inboxes, chasing manual follow-ups, and spending more time on admin than on growing the business. No documented SOPs meant every recurring task depended on memory or on-the-spot instruction.
What I Did
  • Took full ownership of 5+ inboxes, calendars, and client communication
  • Built a priority labeling system so every email self-sorted — zero missed or delayed responses
  • Centralized all project tracking in Notion for full visibility without chasing updates
  • Built and documented SOPs for every recurring process so the team could execute consistently
  • Managed Dubsado workflows, invoices, and follow-up sequences end-to-end
  • Set up Zapier automations for follow-ups, reminders, and status updates across all tools
40–50%
reduction in daily administrative workload
100%
inbox coverage across all 5+ email accounts
Faster
payment cycles via structured Dubsado invoice tracking
0
missed or delayed client responses
With organized communication and automated workflows, the founder confidently stepped back from daily operations and refocused on strategy, client relationships, and business growth.
What clients say

Don't take my word
for it. Take theirs.

★★★★★
"Razel did an amazing job for me when we worked together. She excelled at the specific tasks I hired her for as well as those that were somewhat nontypical. She showed initiative, dedication, and honesty while being a very patient hard worker. I hope to be able to use her again and recommend her to others frequently."
R
Ryan D.
Architecture & Design Advisory · Creative Firm Leadership, Strategy & Growth
★★★★★
"Razel is truly a gem to work with. She's reliable, trustworthy, and someone I can confidently depend on. Her superpowers are relationship and customer management — especially across the full client journey, from onboarding to offboarding. She has played a key role in shaping how projects are handled from kickoff to closeout. From systems thinking and process mapping to workflow implementation, she approaches everything with care and diligence. She consistently meets deadlines, communicates blockers clearly, and brings thoughtful ideas to improve how we operate."
N
Nesha
Human-Centered Grant Writer & Storyteller · Fractional Backstage Operations · Program Architect · $10M+ in Programs Designed
Investment

Simple, honest pricing.

How to choose the right fit
If you need consistent day-to-day support — managing your calendar, inbox, team, and client communications — the Executive Support packages are for you.

If you need your backend systems built, your CRM set up, or your workflows connected and automated — that falls under Systems & CRM work, which can be project-based or ongoing.

Not sure? Let's talk. I'll tell you exactly where I think I can help most.

All packages include proactive communication, clear reporting, and consistent follow-through. You won't need to chase me for updates or re-explain things twice.

Executive Assistant & Operations Support
Starter
Starter Support
For founders who need reliable admin support to stay organized day to day.
$7/hr
~$420/month · 10–15 hrs/week
  • Calendar management & scheduling
  • Inbox organization & triage
  • Client communication & follow-ups
  • Basic task tracking
Most popular
Standard
Standard Support
For growing businesses that need consistent operations support across the board.
$10/hr
~$1,200/month · 20–30 hrs/week
  • Everything in Starter
  • CRM updates & pipeline tracking
  • Workflow coordination & SOPs
  • Project tracking in Notion
  • Automated follow-up sequences
Premium
Premium Support
For founders who need a full-time dedicated operations & executive partner.
$12/hr
~$1,800/month · Full-time 40 hrs/week
  • Everything in Standard
  • Full executive ops management
  • Systems setup & automation
  • Team coordination & reporting
  • Ongoing process improvement
Backend Systems & CRM — GoHighLevel
Starter
GHL Starter
For businesses who need the foundational backend set up inside GoHighLevel.
$350
Project-based · or $500/month
  • CRM setup & pipeline management
  • Simple funnel or lead capture page
  • Basic automation workflows
Most popular
Premium
GHL Premium
For businesses that need a fully built and connected backend with ongoing management.
$1,200
Project-based · or $1,500/month
  • Full GHL setup & configuration
  • Funnel builds & lead capture pages
  • Email + SMS workflow automation
  • CRM pipeline optimization
  • Ongoing system management
Standard
GHL Standard
For businesses that need a more complete system — funnels, CRM, and automation together.
$700
Project-based · or $750/month
  • Funnel setup & CRM pipeline
  • Automation workflows for leads
  • Follow-up sequence setup
  • Booking calendar integration
Need something smaller first? No problem.
Flexible support is available at $15/hour — perfect for quick fixes, one-off tasks, or testing the waters before committing to a package. No long-term obligation.
Tools I work in
You won't need to
teach me your stack.
I'm already fluent in the tools you're likely using — so we hit the ground running from day one.
CRM & Automations
GoHighLevel (GHL)
Dubsado
Zapier
Google Apps Script
ManyChat
Data & Workflow Systems
Notion
Airtable
ClickUp · Trello
Asana
Google Sheets (advanced)
Collaboration & Comms
Google Workspace
Slack · Microsoft Teams
Loom · Miro
Calendly · Zoom
Gmail (advanced filters)
AI & Marketing
Claude AI
ChatGPT · Gemini
Canva
Buffer · Mailchimp
Lovable
A little about me

Hi, I'm Razel.

Razel Jane Urgel — Executive Assistant & Operations Partner

I work with founders and CEOs as their Executive Assistant and Operations Partner — the person behind the scenes making sure everything keeps moving.

Most founders I meet are talented, driven, and clear on where they want to take their business. What slows them down isn't strategy — it's the operational weight that piles up behind the scenes. I step in and take that weight off.

What I love most about this work is building systems that outlast my direct involvement. When I set something up, it should run cleanly — whether I'm there or not. I don't just support tasks; I support how your business operates every day.

From keeping your communication organized and your calendar structured, to building smart automations and dashboards that give you real visibility — my goal is to be a reliable, trusted extension of your team that lets you focus on leading with confidence.

Reliable & proactive Systems thinker Detail-oriented Clear communicator Self-starter Gets things done
Connect on LinkedIn
Ready when you are

Let's get your backend
working for you.

If you're a founder or CEO who's ready to stop holding everything together alone — let's have a conversation. I'll listen, and tell you honestly where I think I can help.

Send me an email Connect on LinkedIn
📧 urgelrazeljane@gmail.com
📱 0997 792 8149
📍 Philippines · Available globally (remote)