Remote Operations Specialist · Founder of LeadMuse.AI
Building Better Systems. Empowering People.Helping Businesses Grow.
I’m Cate Santos, a Remote Operations Specialist and founder of LeadMuse.AI. I help businesses organize their operations, manage lead generation, and build more efficient workflows through reliable remote support and practical systems.
I bring nearly 10 years of experience in customer service, sales, cold calling, appointment setting, lead generation and remote business support, including more than four years in operations and executive roles, prospecting leads and closing deals.
I work the way I’d want a partner to work for me: organized, detail-oriented and focused on follow-through. I founded LeadMuse.AI to give businesses reliable people, practical processes and the right technology in one place, and to create opportunities for talented virtual assistants along the way.
“You lead the vision. I make sure the operation delivers.”— Cate
Real words from real clients I’ve supported on Upwork.
“Review 01
Organization & Professionalism
Very organized and detailed! A wonderful professional to work with and I’m hiring her for the next project.
Upwork Client Feedback“Review 02
Communication & Cold Calling
Fluent in English. Good on the phones
Upwork Client Feedback“Review 03
Real Estate Expertise
Strong real estate knowledge, excellent attention to detail, and a proactive approach to lead management. Reliable in handling prospect communication, maintaining organized records, and supporting day-to-day acquisition operations.
Upwork Client Feedback“Review 04
Talent & Client Relationships
I couldn't recommend hiring Cate more she is very talented and smart. I look forward to working with her in the future. Thank you for all your help!
Upwork Client Feedback“Review 05
Client Satisfaction
Thank you, Cate for your help! Would recommend in the future :)
Upwork Client Feedback
Thank you for trusting meShared from Upwork client feedback
Let’s Work Together
Let’s Make Your Operations Work Better.
Tell me what’s slowing your business down, and we’ll talk through where reliable support and better systems can help.
Nearly 10 yearsin customer service, sales and remote business support
4+ yearsin operations and executive roles, prospecting leads and closing deals
Founderof LeadMuse.AI
My Story
Built on the work itself
“You lead the vision. I make sure the operation delivers.”— Cate
I’m Cate Santos, a Remote Operations Specialist and the founder of LeadMuse.AI. My career has been built on hands-on work: talking with customers, organizing data, following up with prospects and keeping the details in order.
I started in customer service and sales, supporting customers for global brands in fast-paced BPO environments. That’s where I learned to listen carefully, solve problems quickly and stay steady under pressure.
From there I moved into real estate, where I’ve spent more than four years in operations and executive roles, prospecting leads and closing deals. I saw how much every deal depends on clean lists, an organized CRM and consistent follow-up.
Today I support entrepreneurs as an executive and operations partner. I manage calendars and inboxes, keep CRMs up to date, document processes and coordinate the work that keeps a business moving. I’m continually building my skills in GoHighLevel, AI tools and automation, so the systems I set up save my clients real time.
Google WorkspaceGoogle VoiceDialpadRingCentralQuoAcuity Scheduling
LeadMuse.AIWhy LeadMuse.AI
People, processes and technology, working together
LeadMuse.AI grew out of the work I do every day. Businesses run best when dependable people, clear processes and the right technology work together, and many have only one or two of the three.
I’m building LeadMuse.AI to bring all three together: reliable remote operations support, real estate lead generation, virtual assistance, and CRM and workflow automation for real estate investors, entrepreneurs, small businesses and agencies.
AI-powered marketing. Human-driven success.
Thoughtful automation
Automations that save time without losing the personal touch.
Personalized communication
Messages written for your audience, not a generic template.
Organized lead management
Every lead tracked, tagged, and followed up in one place.
Practical solutions
Systems sized to your business and easy for your team to use.
My Vision
Helping businesses grow through people, processes and technology
My vision is for LeadMuse.AI to become a trusted operations partner for real estate investors, entrepreneurs, small businesses and agencies, and to create real opportunities for talented virtual assistants who want to grow their careers.
Reliable remote support for the administrative and operational work that keeps a business running, handled with clear communication and follow-through.
Make follow-up consistent without more manual work
Organized CRMs and practical automations that capture leads, send reminders and keep follow-up on schedule. Each workflow is scoped to the tools you already use, so not every integration applies to every business.
Available Offered nowDeveloping Taken on selectively while the capability grows
CRM organization
Pipeline setup
Lead capture workflows
Email and SMS automation
Appointment reminders
GoHighLevel workflow support
Process mapping
Voice AI projects Developing
Conversation AI projects Developing
Voice AI and Conversation AI work is offered only where it suits the project. We’ll tell you up front what’s realistic for your setup.
How We Work
Attract. Engage. Convert. Grow.
01
ATTRACT
Identify the right audience and opportunities.
02
ENGAGE
Create timely, relevant customer interactions.
03
CONVERT
Help prospects take the next step through organized follow-up and booking workflows.
04
GROW
Use performance insights and improved systems to support business growth.
Not Sure What You Need?
Tell me what’s slowing you down
You don’t need to know which service fits. Describe your operational challenges, such as missed follow-ups, messy data or too many manual tasks, and we’ll work out the right support together.
Case studies from my operations, lead generation and automation work. Client names and confidential details are kept private.
Case Studies
Selected work
Case study 01
Real Estate Lead Operations
Prospect research, lead list building, contact cleanup, segmentation and lead organization for real estate acquisition campaigns.
My roleProspect research, list building, skip tracing coordination, contact cleanup, segmentation, cold calling and appointment handoff.
PropStreamBatchLeadsMojo Dialer
Case study 02
CRM & Campaign Operations
CRM organization, campaign preparation, contact management, and SMS and email campaign operations with delivery monitoring.
My roleDeduplicating records, standardizing fields, tagging and segmenting contacts, preparing campaign lists, scheduling messages, and monitoring delivery and replies.
HubSpotZohoPipedriveGoHighLevelGoogle Workspace
Case study 03
Workflow Documentation & Automation
SOPs, process mapping, CRM workflows and automation projects that make recurring work repeatable.
My roleProcess documentation, workflow mapping, pipeline stage and trigger setup, email and SMS sequences, and testing.
GoHighLevelTrelloGoogle Workspace
Case study 04
Operations Management
Managing and improving daily business operations, CRM workflows, lead generation, and project coordination to support business growth.
My roleOperations coordination, CRM management, workflow optimization, team task tracking, process documentation, marketing support, and AI automation.
Real words from real clients I’ve supported on Upwork.
“Review 01
Organization & Professionalism
Very organized and detailed! A wonderful professional to work with and I’m hiring her for the next project.
Upwork Client Feedback“Review 02
Communication & Cold Calling
Fluent in English. Good on the phones
Upwork Client Feedback“Review 03
Real Estate Expertise
Strong real estate knowledge, excellent attention to detail, and a proactive approach to lead management. Reliable in handling prospect communication, maintaining organized records, and supporting day-to-day acquisition operations.
Upwork Client Feedback“Review 04
Talent & Client Relationships
I couldn't recommend hiring Cate more she is very talented and smart. I look forward to working with her in the future. Thank you for all your help!
Upwork Client Feedback“Review 05
Client Satisfaction
Thank you, Cate for your help! Would recommend in the future :)
Upwork Client Feedback
Thank you for trusting meShared from Upwork client feedback
Business owners, real estate professionals and agencies looking for a partner are all welcome. Share what you’re working on and what isn’t running the way you want, and we’ll talk through the next step.
Are you a freelancer looking for your next opportunity? We’re always interested in connecting with talented, motivated, and reliable professionals who want to grow their careers and work with amazing businesses.
Whether you specialize in virtual assistance, executive assistance, real estate support, lead generation, customer service, social media management, digital marketing, or automation, we’d love to learn more about you.
Virtual assistance
Executive assistance
Real estate support
Lead generation
Customer service
Social media management
Digital marketing
Automation
Joining the network does not guarantee immediate work. We keep your details on file and contact qualified freelancers when a suitable opportunity becomes available.
All fields are required except where noted. It takes about two minutes.
Thank you for your interest!
Your application to the LeadMuse.AI Talent Network has been received. We review every profile and will reach out when an opportunity matches your skills.
