Antonette Roj Castorico · Business Operations · CRM · Revenue Operations

I Worked Inside the Problem Before I Built the System.

More than a decade across customer operations, sales, leadership, executive support, and business administration taught me how businesses actually break — usually in the handoffs between customers, people, process, and systems.

Today, I bring that frontline and leadership experience into CRM implementation, workflow automation, customer operations, and business systems that make work clearer, faster, and easier to manage.

I do not start with software. I start with the business problem, the customer journey, and the people responsible for making the work happen.

Portrait of Antonette Roj Castorico

How I Look at Operations

Good Businesses Still Lose Time and Revenue in the Handoffs.

Did someone respond to the customer?
Who owns the next step?
Is the work moving or waiting?
Where is the information recorded?
Has the customer been updated?
Did the handoff actually happen?
Can management see the status?
What needs attention now?

When the answers live across calls, chats, spreadsheets, inboxes, and separate apps, people become the integration between systems. That is the kind of operational friction I look for and help reduce.

The operating flow I aim to make clearer

CUSTOMER → TEAM → OPERATIONS → LEADERSHIP

Clear ownership. Connected information. Visible next actions. Fewer missed handoffs.

Less chasing. More visibility.

10+ Years Across Customer & Business Operations
45 Client Accounts Managed
15+ Industries Supported
35+ CRM Implementations & Systems Builds

Where I Create Value

I Connect the Work Behind the Customer Experience.

My strongest work sits between customer-facing operations and the systems behind them. I look at what the customer experiences, what the team has to do, what information management needs, and where the process is creating unnecessary friction.

  • Customer and lead follow-up is inconsistent. Inquiries arrive, but ownership, timing, and next actions are not always clear.
  • CRM and workflow tools exist but are not aligned with the operation. The software may be configured, but the team still relies on manual workarounds.
  • Teams lose time to repeated updates and disconnected information. Staff copy details across systems, chase approvals, or search conversations for context.
  • Leadership lacks a reliable view of what is happening. Important status, risk, customer issues, and follow-ups are visible only after someone asks.

My role is to understand the real operating problem and improve the process, system, automation, or ownership model behind it.

Core Expertise

Operations Experience Backed by Hands-On Systems Work.

I bring together customer operations, virtual and executive assistance, leadership, CRM implementation, automation, and process improvement. The value is not in knowing one tool — it is understanding how the work should move, what needs follow-through, and how to keep people, information, and systems organized.

01

Customer Operations & Experience

Improving inquiry handling, communication, follow-up, service coordination, customer journeys, retention, and the processes that shape the customer experience.

02

CRM Implementation

Building pipelines, records, stages, routing, follow-up sequences, permissions, and operational workflows around the way a team actually works.

03

Workflow Automation

Reducing repetitive admin and missed actions through practical automation, integrations, reminders, triggers, and connected data flows.

04

Business Operations

Clarifying ownership, approvals, handoffs, documentation, task flow, reporting, and the routines that keep day-to-day work moving.

05

Sales & Revenue Operations

Connecting lead generation, response, qualification, follow-up, conversion, customer records, and operational visibility across the revenue journey.

06

Virtual & Executive Assistance

Supporting day-to-day execution through inbox and calendar coordination, scheduling, follow-ups, CRM updates, research, documentation, file organization, reporting, customer communication, and administrative support.

07

Team Leadership & Process Improvement

Coaching teams, reviewing quality, supporting hiring and performance, identifying breakdowns, and improving the process behind the work.

CUSTOMER → ADMIN → PROCESS → SYSTEM → TEAM → RESULT → VISIBILITY

Tools Support the Work

The Strategy Comes Before the Software.

I am comfortable moving between customer-facing work, operations, and technical implementation. I choose and configure tools based on the business requirement rather than forcing every business into the same stack.

The goal is a usable operating process — not a collection of software subscriptions.

Platforms and systems I have worked with

  • GoHighLevel / LeadConnector, HubSpot & Salesforce
  • Make, Zapier & workflow automation
  • Google Workspace, Sheets & operational reporting
  • Monday.com, Airtable, Dropbox & collaboration tools
  • Google Ads, Google Business / Listings & lead support
  • Web forms, customer portals, internal dashboards & custom workflows

Tools change. The operating questions stay the same: who owns the work, what should happen next, what does the customer need, and what must management be able to see?

Cross-Functional Experience

I Understand the Work From More Than One Side of the Business.

My background spans frontline customer work, sales, supervision, executive and administrative support, CRM implementation, and systems design. That lets me see how decisions in one part of the business affect another.

Customer Operations

  • High-volume customer support
  • Billing, retention, reservations, and follow-up
  • Customer issue resolution and service recovery
  • Customer journey and experience improvement

Sales & Revenue

  • Inbound and outbound sales support
  • Lead qualification and appointment flow
  • Retention and account conversations
  • Google Ads and local visibility support

Virtual & Executive Assistance

  • Email, inbox, calendar, and meeting coordination
  • Scheduling, follow-ups, reminders, and task tracking
  • Research, data entry, CRM updates, and reporting
  • Document, file, and administrative organization

Operations & Leadership

  • Team supervision, coaching, and QA
  • Hiring support and staff readiness
  • Attendance, payroll inputs, and process oversight
  • Documentation, procurement, and executive support

CRM & Systems

  • CRM setup and implementation
  • Automation and integration design
  • Operational dashboards and reporting
  • Customer, staff, and management workflows
For customersClearer communication, faster follow-up, and fewer gaps between inquiry and service.
For teamsClear ownership, usable workflows, and less repetitive manual coordination.
For leadershipBetter visibility into status, risk, follow-up, and what needs attention.

Selected Systems Work · ROJVIO™

A Business Operations Platform Built From Repeated Real-World Gaps.

ROJVIO™ is a platform I began developing after repeatedly seeing customers, field teams, office staff, and owners work from disconnected information. It represents how I translate operating requirements into role-specific workflows and one connected record.

PORTFOLIO SYSTEM EXAMPLESR-2048 · Air Conditioning Service
CONNECTED WORKFLOW
01CUSTOMER

Request & Track

RequestAC not cooling
AppointmentToday · 2:00 PM
StatusTechnician assigned

A simple customer-facing experience without exposing internal operations.

02FIELD / STAFF

Execute & Record

Assigned ToTechnician
Job StatusOn Site
Evidence3 photos uploaded

A focused staff view for assigned work, status, notes, exceptions, and proof.

03OFFICE

Coordinate & Control

ApprovalApproved
ScheduleConfirmed
BillingReady after completion

An operational view for coordination, exceptions, approvals, scheduling, and billing readiness.

04OWNER / MANAGEMENT

See & Decide

Open Jobs12
Needs Attention2
StatusVisible in Command

A management view focused on exceptions, status, proof, financial activity, and operational history.

REQUEST→REVIEW→ASSIGN→EXECUTE→PROOF→BILL→REPORT

Different roles need different screens. The operation still needs one connected story.

How I Approach Systems Work

From Business Problem to Working Process.

Whether I am improving a CRM, a customer journey, or an internal workflow, I use the same discipline: understand the real operation first, then build only what supports it.

01

Understand the Problem

Start with the business goal, customer friction, team pain points, existing tools, and the result that needs to change.

02

Map the Current Flow

Document how work enters, who touches it, where information moves, what requires approval, and where handoffs fail.

03

Define Ownership

Clarify who owns each stage, what must happen next, and what should be visible to customers, staff, and management.

04

Configure the System

Build the CRM stages, records, fields, permissions, workflows, notifications, and views that support the approved process.

05

Automate the Repetitive Work

Use automation where it improves speed and consistency without making the process difficult for the people using it.

06

Test Real Scenarios

Test normal cases, delays, exceptions, reassignments, missed responses, and edge cases before calling a workflow complete.

07

Improve From Evidence

Use customer feedback, team behavior, operational data, and recurring friction to refine the workflow after launch.

UNDERSTAND → MAP → OWN → BUILD → AUTOMATE → TEST → IMPROVE

Why Antonette

I Worked Inside the Problem Before I Built the System.

I spent more than a decade working across customer service, sales, retention, team leadership, executive support, and business operations before moving deeper into CRM implementation, automation, and systems work. That progression matters because I learned the operational problem from the people doing the work before I started designing the technology behind it.

My leadership experience includes managing teams of 25 to 35 people in sales and telecommunications environments, with responsibility for coaching, quality, attendance, hiring support, and performance. My executive and operational experience also includes document control, procurement, vendor coordination, approvals, follow-through, and direct support to business leadership.

Over time, that combined experience led to dozens of CRM implementations and systems builds — and eventually to ROJVIO™, a platform I began developing from the patterns I kept seeing across different businesses. It is one example of how I think: understand the operation first, then build the system around the people and process.

The question behind my work

How does this create a better experience for the customer?

Technology only works when people and process can use it.

The strongest systems make
work clearer and customers better served.

Customer-First Improvement

Listening Is Where Every Improvement Begins.

Customer conversations give us something more useful than assumptions: evidence. That evidence shapes the systems, communication, and improvements that come next.

See My HEARD™ Framework →

Case Studies

Real Businesses. Real Problems. Practical Improvements.

Selected engagements showing the customer, revenue, and operational problems I worked on, what changed, and the outcomes that could be shared without exposing confidential client information.

About these case studies: Client and customer information remains confidential. Access to a client's systems, workflows, or operational data as part of an engagement does not make that information ours to publish. Case studies therefore focus on the business challenge, the work performed, and outcomes that can be shared without exposing private operational or customer data. Images are representative and do not depict the actual clients.

Books by Antonette Roj Castorico

Ideas From the Work — Written for Business Owners and Operators.

A five-book collection on customer experience, operational handoffs, revenue gaps, software decisions, and building businesses where important work does not disappear between people and systems.

Digital editions · $2.99 each

Customer Experience

Every Customer Deserves to Be Heard

Antonette Roj Castorico

A customer-first perspective on listening, trust, service experience, and what businesses can learn from the people they serve.

Business Operations

From Customer to Owner

Antonette Roj Castorico

How information, responsibility, and visibility should move from the customer-facing moment through the team and into leadership.

Revenue Operations

The Revenue Gaps Between Us

Antonette Roj Castorico

A practical look at the gaps between lead generation, response, follow-up, conversion, service, and retention where revenue quietly gets lost.

Systems Thinking

You Don’t Need More Software

Antonette Roj Castorico

Why better operations start with the process, ownership, and customer journey — not with adding another tool to the stack.

Operational Visibility

Nothing Gets Lost

Antonette Roj Castorico

Building clearer ownership, connected records, and visible next actions so customers, tasks, approvals, and information keep moving.

Ways I Can Contribute

Operations, Customers, and Systems — Connected.

I am open to the right remote role, contract, or project where my background in virtual assistance, customer operations, leadership, CRM, automation, and business systems can solve a real operating problem.

I work best in environments where I can take ownership, understand how the business operates, and improve the process behind the task — not simply complete a checklist.

01
Operations

Business Operations

Best FitOPERATIONSBusiness operations · coordination · process improvement · management support

For teams that need someone who can organize work, follow through across functions, spot operational gaps, and keep information moving.

I can support workflow ownership, documentation, approvals, reporting, task coordination, operational follow-up, and the systems behind day-to-day execution.

Strong fit for: Operations Specialist, Operations Manager, Business Operations, Project/Process Coordination.

Discuss an Opportunity →
02
Systems

CRM Implementation & Automation

Best FitCRM + SYSTEMSImplementation · automation · workflows · integrations · reporting

For businesses that need more than a CRM administrator — someone who can understand the operation and configure the system around it.

I build and improve pipelines, follow-ups, assignments, automations, forms, reporting, customer journeys, and connected workflows across common CRM and automation platforms.

Strong fit for: CRM Specialist, Business Systems Specialist, Implementation Specialist, Automation/RevOps roles.

View Related Work →
04
Revenue

Revenue Operations & Process Improvement

Best FitREVOPSLead flow · follow-up · visibility · conversion process · operational alignment

For businesses that want to understand what happens between lead generation, response, follow-up, conversion, service, and retention.

I connect sales activity with CRM structure, customer follow-up, operational handoffs, automation, and reporting so opportunities are easier to manage and less likely to disappear.

Strong fit for: Revenue Operations, Sales Operations, Growth Operations, CRM-enabled customer acquisition roles.

Discuss an Opportunity →
05
VA / Executive Support

Virtual & Executive Assistance

Best FitSENIOR VAAdmin support · inbox · calendar · CRM · follow-up · research · coordination

For founders, executives, and teams that need a dependable VA who can handle the task in front of her while also understanding the process around it.

I can manage inbox and calendar coordination, appointments and meetings, customer and lead follow-up, CRM records, data entry, research, documents and files, reporting, task tracking, recruitment/admin support, and day-to-day business coordination.

Strong fit for: Senior Virtual Assistant, Executive Assistant, Administrative Assistant, Operations VA, Client Support VA, CRM/Admin VA.

Hire Me →

How I Approach Improvement

The HEARD™ Method

HEARD™ is the customer-first framework I use to keep operational and systems decisions grounded in real experience, not assumptions.

  1. H

    Hear

    Understand the business, team, customer journey, current systems, and what customers are experiencing.

  2. E

    Empathize

    Identify where uncertainty, delays, repetition, or broken handoffs affect the customer and the business.

  3. A

    Act

    Design the right process, ownership model, customer experience, staff workflow, and system response.

  4. R

    Respond

    Improve speed, consistency, visibility, and accountability across the customer journey.

  5. D

    Develop

    Measure what happens, listen again, learn from the data, identify patterns, improve the system, and prepare for what comes next.

Antonette Roj Castorico

About Antonette Castorico

A Career Built Across Customers, Teams, Operations, and Systems.

My career started in customer-facing roles, where I learned how customers make decisions, what creates frustration, and how quickly trust can be lost when communication or follow-through breaks.

I later moved into leadership, managing teams of 25 to 35 people across sales and telecommunications environments. My responsibilities included coaching, quality checks, training, attendance, hiring support, performance, and operational follow-through.

My experience also expanded into executive and administrative operations, including document control, procurement, vendor coordination, approvals, records, and direct support to business leadership. Those roles strengthened the discipline I bring to systems work today: accurate information, clear ownership, and reliable next actions.

Since moving into freelance and systems-focused work, I have supported client accounts across multiple industries, implemented CRM environments, built automations, supported Google Ads and local visibility, and designed workflows that connect the customer experience with what teams need to execute behind the scenes.

ROJVIO™ is one of the systems projects that grew from that experience. It is not the definition of my work — it is proof of how I translate operational problems into structured workflows and usable technology.

The common thread across every stage of my career is simple: Every Customer Deserves to Be Heard.™ Better systems should make that easier for the customer and clearer for the business.

Learn More About Antonette →

What I bring into every role or project.

I do not look at the task in isolation.

I look at the customer impact, the people doing the work, the system they rely on, the handoff to the next person, and what leadership needs to know.

That wider view is what allows me to improve a process instead of simply working around the same problem every day.

What I Bring to the Business

Customer Operations

More than a decade of direct customer-facing experience across support, sales, retention, billing, reservations, and service coordination.

CRM Implementation

Hands-on experience building CRM structures, pipelines, automations, follow-ups, records, and operational workflows.

Business Operations

Process ownership, documentation, approvals, coordination, follow-through, and management visibility.

Revenue Operations

Connecting leads, response, follow-up, qualification, conversion, customer records, and reporting.

Team Leadership

Experience managing, coaching, training, quality-checking, and supporting teams of up to 35 people.

Systems Thinking

Seeing how customers, staff, tools, handoffs, data, and leadership decisions connect across the operation.

Industries I Have Supported

Different Industries. Transferable Operating Experience.

Working across different industries has taught me to separate what is unique to the business from what is universal: customers need clear communication, teams need ownership, systems need reliable information, and leadership needs visibility.

01 Home Services
02 Automotive
03 Retail & Local Commerce
04 Cleaning Services
05 Logistics & Delivery
06 Construction & Trades
07 Roofing & Exterior Services
08 Landscaping
09 Agencies & Consulting
10 Professional Services
11 Field Service Operations
12 Multi-Location Operations
Customer Operations CRM Implementation Workflow Automation Sales & Revenue Operations Team Leadership Reporting & Visibility

Confidentiality Matters

Many client engagements are covered by confidentiality agreements, so company names and internal business information are not published without permission.

What I can share is the type of problem I worked on, the approach I used, and the outcome that can be discussed without exposing private client information.

How I Work

Understand First. Improve With Evidence.

I prefer to learn how the business actually operates before making changes. The best systems work is iterative: understand the current state, build what is needed, observe real use, and improve from evidence.

01

Understand

Learn the customer journey, business goal, team responsibilities, current tools, and the problem people are actually experiencing.

02

Design & Build

Turn the operating requirement into a clear workflow, CRM structure, automation, documentation, or system change.

03

Stabilize

Watch how the process performs in real use, fix friction, clarify ownership, and correct anything that does not fit day-to-day work.

04

Improve

Use customer feedback, team input, and operational data to refine the system instead of treating implementation as the finish line.

Customer Experience+Team Reality+Operational Data→Better Decisions

The goal is not perfection on day one. The goal is a process that becomes more useful as the business learns.

Selected Systems Work

Examples of How I Turn Operating Requirements Into Systems.

These are examples of systems thinking and product/workflow design from my own work. They are included as portfolio proof, not as the primary offer of this website.

01

ROJVIO™ Service Operations

A role-based service operations environment connecting customer requests, office coordination, staff execution, proof, billing readiness, and management visibility around one operating record.

Customer → Office → Team → Execution → Proof → Visibility
02

ROJVIO™ Independent Commerce

A browser-based storefront and seller operations concept for independent and home-based sellers, designed around seller control of products, pricing, fulfillment, payments, and customer ordering.

Seller → Storefront → Customer → Order → Fulfillment → Payment
03

Custom CRM & Operations Workflows

Client-specific pipelines, automation, lead handling, customer follow-up, staff assignment, operational reporting, and integrated workflows built around the way the business actually works.

Problem → Workflow → CRM → Automation → Team → Result

Looking for Someone Who Can Connect Operations, Customers, and Systems?

I am open to remote roles, long-term client work, and selected systems or operations projects where I can take ownership, solve a real business problem, and improve the process behind the work.

Contact Antonette
  • 10+ years across customer and business operations
  • Leadership experience managing teams of 25–35 people
  • Hands-on CRM implementation, automation, and systems work
  • Comfortable working with US schedules and remote teams