About What I Do Skills Reporting Experience GHL Projects ↓ Download Resume
Available for Operations & Reporting Roles

Rico Morbos

Operations·Reporting·Project Support

7+ years keeping businesses running smoothly — from fulfillment and KPI dashboards to funnels and project workflows.

Specialist in 

Explore Work ↓ ↓ Download Resume
Scroll
0
Years Experience
KPI
Dashboards & Reporting
GHL
Funnels & CRM
3
PM Platforms
Execution Reliability
About

Operations specialist.
Built for consistency.

Deep institutional knowledge built over 7+ years of continuous support across eCommerce, fulfillment, and digital operations.

Rico Morbos is a highly experienced Operations and Administrative Support Specialist with over 7 years of direct, hands-on experience supporting business operations across eCommerce, service-based businesses, and digital platforms.

Having worked closely with leadership for several years, Rico brings deep institutional knowledge, operational consistency, and reliability to day-to-day execution. His expertise spans dropshipping and fulfillment operations, customer service, reporting and analytics, funnel support, lead generation, and administrative management.

He is trustworthy with sensitive data and reporting, detail-oriented in everything he handles, and brings a long-term mindset that only comes from years of continuous partnership with the same business.

GoHighLevelClickUpMonday.comSlackKPI ReportingSpreadsheetsCommission ReportsAffiliate TrackingFulfillment OpsData Integrity
RM
Rico Morbos
Operations & Reporting Specialist
Available Now
📊
Specialty
KPI Reporting & Dashboards
📋
Also Expert In
Spreadsheets & Reconciliations
Tools
GHL · ClickUp · Monday.com
Experience
7+ Years Continuous
🌐
Location
Remote — Worldwide
Core Value

What I Do

Four disciplines that form the foundation of 7+ years of operational excellence.

01
📊
Reporting & KPI Tracking

Builds and maintains KPI tracking dashboards and company performance reports. Creates sales dashboards and operational summaries that support leadership decision-making.

  • Weekly / monthly KPI scorecards
  • Sales dashboards & operational metrics
  • Executive-ready performance summaries
02
📋
Spreadsheet Systems

Experienced supporting structured spreadsheet workflows — tracking sheets, reconciliations, and reporting templates that keep data clean, organized, and audit-ready.

  • Tracking & reconciliation sheets
  • Structured reporting templates
  • Data integrity checks & handoffs
03
Project Management Execution

Supports task tracking and operational workflows using ClickUp and Monday.com. Maintains SOPs and ensures consistent execution cadence across recurring business functions.

  • ClickUp & Monday.com workflows
  • SOP adherence & documentation
  • Task & deadline tracking
04
GHL Funnels & CRM Support

Experience with GoHighLevel (GHL) funnel creation, basic automations, and CRM organization. Supports pipeline cleanliness and data accuracy across CRM workflows.

  • GHL funnel creation
  • CRM pipeline management
  • Basic automations & workflows
Capabilities

Skills Matrix

Select a category to explore skills, tools, and example outputs.

Reporting & KPIs

    Work Samples

    Reporting Showcase

    Representative layouts of the reports Rico builds and maintains. No real client data.

    KPI Scorecard
    Weekly operational performance summary
    Period Active
    Orders Processed
    Tracked weekly
    ↑ On Track
    Avg. Response Time
    Customer support SLA
    ↑ Within SLA
    Refund Rate
    Period over period
    ⚠ Monitored
    SLA Health
    Operational compliance
    ● Stable
    Commission & Affiliate Tracker
    Payout summary and reconciliation overview
    Current Period
    AffiliatePeriodSales CountCommission DueStatus
    Partner ACurrent Period$—Pending
    Partner BCurrent Period$—Paid
    Partner CPrevious Period$—Reconciled
    Partner DPrevious Period$—Paid
    ⏱ Reconciliation completed at period close — data integrity verified before payout
    Weekly Company Report Snapshot
    Executive-ready summary — distributed to leadership
    Week Closed
    ✓ Highlights
    • Order fulfillment maintained on schedule
    • KPI dashboard updated and distributed
    • Customer escalations resolved within SLA
    ⚠ Issues / Risks
    • Minor supplier delay flagged — monitored
    • Report reconciliation pending review
    → Next Steps
    • Finalize weekly KPI scorecard
    • Follow up on open commission payouts
    • Update affiliate tracker for period close
    ◈ Numbers Summary
    • Orders: tracked & reconciled
    • Commissions: calculated & pending payout
    • SLA compliance: within targets

    Layouts shown are representative and contain no real client data.

    Work History

    Experience

    Seven-plus years of continuous, high-trust operational support across multiple business functions.

    Majestic Virtual Assistants / Leadership Support
    Operations & Administrative Assistant
    7+ Years · Continuous

    Over 7 years of continuous, high-trust support across operations, administration, reporting, and fulfillment for eCommerce businesses, service-based operations, and internal agency workflows.

    • Provided end-to-end support for dropshipping workflows and order fulfillment, including order tracking, issue resolution, and supplier coordination
    • Built and maintained KPI tracking dashboards and company performance reports to support leadership decision-making
    • Created and maintained sales dashboards and operational data integrity across multiple business functions
    • Assisted in funnel creation, CRM organization, and automation support using GoHighLevel (GHL)
    • Managed recurring operational tasks and internal workflows, ensuring consistent execution and stability
    • Handled email and live chat customer support, complaints, and escalation resolution
    • Supported lead generation efforts including data extraction, list building, and database maintenance
    • Maintained data accuracy and clean handoffs across reporting, fulfillment, and admin workflows
    GoHighLevel (GHL) ClickUp Monday.com Slack Spreadsheet & Reporting Tools Live Chat & Helpdesk Platforms
    GoHighLevel

    GHL Funnels & CRM Support

    Experience supporting GoHighLevel funnel creation, basic automations, and CRM pipeline organization.

    01
    Landing Page
    Clean, conversion-focused landing page built in GHL with headline, offer, and primary CTA.
    02
    Lead Capture Form
    Embedded form with field validation to capture leads and feed them into the CRM pipeline.
    03
    Follow-Up Automation
    Basic automation workflow to trigger follow-up sequences post-form submission.
    04
    Pipeline & Reporting
    CRM organized in GHL with data accuracy checks and reporting support for pipeline visibility.
    Website Sections
    🎯
    Hero / Headline
    Offer / Value Prop
    FAQ Section
    👆
    CTA / Contact
    CRM & Pipeline Support
    • Contact list organization
    • Pipeline stage management
    • Data accuracy checks
    • Basic workflow automation
    • Clean pipeline handoffs
    Execution

    Project Management

    Task tracking, SOP adherence, and execution cadence across recurring operational workflows.

    ✅ ClickUp ◈ Monday.com 📋 SOP Adherence 🔁 Execution Cadence
    📋 Weekly Operations Board
    Active
    Backlog2
    Update affiliate tracker for Q close
    ReportingMed
    Compile supplier response log
    FulfillmentLow
    In Progress3
    Weekly KPI scorecard — current week
    KPIsHigh
    Commission payout reconciliation
    CommissionsHigh
    CRM pipeline cleanup — GHL
    CRMMed
    Review2
    Monthly company report draft
    ReportingHigh
    SOP update — order fulfillment
    OperationsMed
    Done3
    Customer escalation resolved
    SupportHigh
    Lead list cleaned & organized
    DataLow
    Last week's KPI report sent
    KPIsMed
    📋
    SOP Adherence

    Follows and maintains standard operating procedures to ensure consistent, repeatable execution across all recurring tasks.

    Task Tracking

    Uses ClickUp and Monday.com to manage task queues, deadlines, and cross-functional coordination without missing a beat.

    🔁
    Execution Cadence

    Maintains steady output on weekly and monthly operational responsibilities — leadership can count on it getting done.

    Work Style

    Personal Traits

    🛡
    Highly Dependable

    Consistent delivery on recurring responsibilities — leadership can rely on Rico without micromanagement.

    🔍
    Detail-Oriented

    Process-driven approach to every task ensures accuracy, clean data, and error-free handoffs.

    🔑
    Strong Ownership

    Takes full responsibility for recurring tasks — from start to completion, with no gaps.

    🔒
    Trustworthy with Data

    Trusted with sensitive reporting data, commission figures, and confidential business information.

    Long-Term Mindset

    7+ years of institutional knowledge — brings context and continuity that new hires can't replicate.

    🌐
    Cross-Functional

    Bridges operations, reporting, customer service, and admin — a single resource across multiple functions.

    Performance Assessment
    "Rico is a long-standing, high-trust operations professional whose strength lies in consistency, execution, and cross-functional support. His broad experience across fulfillment, customer service, reporting, and CRM systems makes him an invaluable asset for keeping operations running smoothly at scale."

    Overall Performance Assessment · Resume

    Long-standing, high-trust professional Consistency & execution-focused Cross-functional operations support Invaluable for smooth operations at scale