People
Client & Stakeholder Management
Rowena · CRM & Marketing Automation Specialist
Smart Systems.
Seamless Workflows.
More Time to Grow.
I help businesses organize their CRM, automate repetitive workflows, strengthen lead follow-up, and create smoother customer journeys — so their systems work smarter behind the scenes.
Email me at va.rowenanavergas@gmail.comSimplifying Systems. Automating Workflows. Supporting Growth.
Automation workspace Active
New Lead
CRM
Lead Nurture
Appointment
Pipeline
Customer
AnalyticsWorkflow connected
About Rowena
People Experience Meets Smart Automation.
I’m Rowena San Pedro Navergas — a CRM & Marketing Automation Specialist with more than 10 years of professional experience across coaching and enablement, training, technical support, customer experience, client and stakeholder management, process improvement, reporting, data analysis, and marketing.
Today, I bring those experiences together with CRM and marketing automation to help businesses create organized systems, efficient workflows, consistent lead follow-up, and better customer journeys.
My approach combines people skills, process improvement, technical problem-solving, and automation — because great systems should not only work. They should make work easier.
Process
Process Improvement & Workflow Optimization
Technology
CRM & Technical Problem-Solving
Automation
Marketing Automation & Lead Nurturing
Services
How I Can Support Your Business
Thoughtful systems support across CRM organization, automation, customer journeys, and day-to-day operations.
CRM Setup & Organization
Build a clear, usable home for contacts, records, and opportunities.
CRM Data Cleanup & Management
Create cleaner records, practical structures, and reliable CRM routines.
Lead & Pipeline Management
Organize lead stages and keep opportunities moving with clarity.
Workflow & Marketing Automation
Connect repetitive actions into dependable, time-saving workflows.
Lead Follow-Up & Nurturing
Support consistent email and SMS communication across the lead journey.
Customer Journey Optimization
Map touchpoints and remove friction from inquiry to customer.
Forms, Funnels & Appointments
Support connected capture forms, landing pages, and calendar workflows.
SOPs & Process Documentation
Turn working processes into clear, repeatable documentation.
Reporting & Digital Support
Help organize performance reporting, dashboards, and campaign tasks.
My CRM Approach
From Manual to Managed.
A connected workflow keeps information organized, follow-up consistent, and every next step visible.
Capture
Lead enters through a form, funnel, social media, or another source.
Organize
Contact information is organized inside the CRM.
Automate
Follow-ups and repetitive tasks are triggered automatically.
Nurture
Email and SMS communication keeps leads engaged.
Convert
Qualified leads move through an organized sales pipeline.
Optimize
Performance is reviewed and workflows are continuously improved.
Tools & Technology
Tools Behind the Work
A practical toolkit, selected and developed around better communication, organization, and delivery.
Developing specialization
GoHighLevel (GHL)
I am actively developing deeper specialization in GoHighLevel across CRM management, workflow automation, lead nurturing, pipelines, forms, funnels, landing pages, email automation, and SMS automation.
Trello
ClickUp
Zoom
Google Workspace / Spaces
Microsoft Office
Canva
CRM Platforms
Contact Center Technologies
Portfolio
Systems I Build. Problems I Simplify.
A flexible case-study gallery prepared for real project evidence as it becomes available.
Case study 01
CRM Organization
A structured CRM workspace for clearer contact and opportunity management.
Real challenge, tools, role, workflow, screenshots, results, and learnings will be added here.
Case study 02
Lead Management Workflow
A practical lead path from capture through follow-up and qualification.
Real challenge, tools, role, workflow, screenshots, results, and learnings will be added here.
Case study 03
Marketing Automation
Connected triggers and actions designed to reduce repetitive work.
Real challenge, tools, role, workflow, screenshots, results, and learnings will be added here.
Case study 04
Email / SMS Nurture Sequence
A planned communication sequence that supports consistent engagement.
Real challenge, tools, role, workflow, screenshots, results, and learnings will be added here.
Case study 05
Sales Pipeline
An organized view of stages, ownership, next actions, and progress.
Real challenge, tools, role, workflow, screenshots, results, and learnings will be added here.
Case study 06
Customer Journey Workflow
A visual journey connecting key customer touchpoints and internal tasks.
Real challenge, tools, role, workflow, screenshots, results, and learnings will be added here.
Case study 07
Process Optimization
A documented process redesigned for clarity and repeatability.
Real challenge, tools, role, workflow, screenshots, results, and learnings will be added here.
Case study 08
Project & Marketing Support
A coordinated workspace for projects, campaign tasks, and deliverables.
Real challenge, tools, role, workflow, screenshots, results, and learnings will be added here.
Featured Practicum
CRM & Marketing Automation in Practice
Training / Practicum Experience
CRM & Marketing Automation Virtual Assistant
Belart Technical Institute · Aug 2026 – Sep 2026
Applied CRM and marketing automation concepts in a structured training environment, with emphasis on student enrollment journeys and measurable engagement.
Lead nurturing workflows
Student enrollment sequences
CRM and automation platforms
Contact segmentation
Student record management
Performance tracking
Open-rate monitoring
Click-through-rate monitoring
Conversion monitoring
Experience
10+ Years of Experience Behind Every Workflow.
A career built across communication, training, technical problem-solving, process improvement, reporting, and customer experience.
2026
CRM & Marketing Automation Virtual Assistant
Belart Technical Institute
Training / practicum
2021–2026
Coaching Enablement Lead – Senior
TELUS Digital Philippines
Coaching, stakeholder management, reporting, and performance enablement
2016–2021
Learning Services Specialist / Technical Product Trainer
TELUS Digital Philippines
Training, documentation, technical support, and process improvement
2015–2016
Technical Support Representative
TELUS Digital Philippines
Technical troubleshooting and customer experience
2014–2015
Customer Experience Analyst
Teleperformance Philippines
Quality, analysis, reporting, and customer journey insights
2013–2014
Customer Support Specialist
Teleperformance Philippines
Customer communication and issue resolution
2009–2013
Marketing Officer
Tourism Infrastructure Enterprise Zone Authority (TIEZA)
Marketing communications, research, and stakeholder support
Core Skills
Capabilities That Connect the Work
CRM & Automation
CRM Organization & ManagementLead ManagementSales Pipeline ManagementWorkflow AutomationLead Follow-Up & NurturingCustomer Journey WorkflowsEmail & SMS Automation ConceptsForms, Funnels & Landing Pages
Business & Operations
Client Relationship ManagementStakeholder EngagementProcess ImprovementKPI MonitoringReportingPerformance AnalysisIssue Escalation & ResolutionTechnical Documentation
Digital Marketing
CanvaCopywritingSocial Media ContentMarketing CommunicationsMarket ResearchCompetitor AnalysisCampaign SupportCustomer Engagement
Technical
Technical TroubleshootingCRM & Contact Center TechnologiesVoIP & TelephonyNetworking ConceptsTCP/IP & ConnectivityReporting & Data Analysis
Education
Built on Communication + Technology.
Bachelor of Arts in Communication Arts
Philippine Women’s University
Graduated 2019
Associate Degree in Information Technology
STI College Tagaytay
Graduated 2009 · With Honors
Certifications
Continuous Learning, Practical Growth
Virtual Assistance Training Program
Belart Technical Institute / TESDA
2026
Copywriting Course Certificate
Kurso.PH
2026
Ultimate VA Course Certificate
Kurso.PH
2026
Yellow Belt Lean Six Sigma
TELUS Digital Philippines
2023
White Belt Lean Six Sigma
TELUS Digital Philippines
2020
Leadership Training Certification
TELUS Digital Philippines
2017
Certificate of Eligibility
Civil Service Commission
2010
Basic Customer Service Skills Certification
Civil Service Commission
2009
Basic Frontline Management Certification
Philippine Tourism Authority
2009
Why Work With Me
More Than Automation.
People-First Thinking
Years of experience working with customers, teams, leaders, and stakeholders.
Process-Driven
Lean Six Sigma background and extensive process-improvement experience.
Technically Curious
Strong technical-support foundation combined with continuous learning in CRM and automation.
Business-Minded
I look beyond individual tasks to understand how systems, people, workflows, and customer experience connect.
Let’s simplify what is slowing you down
Tell me where your systems feel stuck.
Share the biggest bottleneck in your CRM or client journey. I’ll help turn it into a clear, practical next step.
Available for remote project-based support
va.rowenanavergas@gmail.com