Business Operations • Workflow Automation • Client Support

Operational experience turned into practical, efficient workflows.

I'm Michael Benedict Astraquillo. I combine 15+ years of client-facing operations experience with workflow design that reduces repetitive work, protects important handoffs, and keeps people focused on the conversations that need human judgment.

Portrait of Michael Benedict Astraquillo

15+

Years
Client-facing & operational experience

Remote

Experience
Supporting U.S. and Canadian accounts

AR

& Collections
Financial services & professional-services environments

Independent

Project Work
Business Whisperer website redesign

01 — About

Fifteen-plus years across collections, legal support, and business operations — the throughline is follow-through.

My work has moved through financial services, legal support, customer service, technical support, collections, accounts receivable, remote operations, and independent client project work. Different industries, similar demands: understand what a client or account actually needs, document it accurately, follow up on schedule, and see it through.

That pattern is what I bring into operations and client-support roles now — clear communication, structured follow-up, and ownership of the details that keep a process moving, whether that's a receivables ledger, a case file, or a client project.

  • Clear Communication
  • Accurate Documentation
  • Structured Follow-Up
  • Client Handling
  • Process Ownership
  • Problem Solving
  • Independent Work
  • Cross-Functional Coordination

02 — Core Capabilities

Where I add the most value

Accounts Receivable & Collections

Outbound communication, repayment discussions, payment arrangements, and account documentation across mortgage, credit card, auto loan, consumer loan, and law-firm receivables.

Client Support & Intake

Direct client communication and intake-related support inside professional-services and legal environments.

Business Operations & Process Support

Keeping recurring workflows moving and documented — from case files to internal handoffs.

Project Coordination

Gathering requirements, tracking revisions, and coordinating changes across a project's full lifecycle.

CRM & Documentation

Structured record-keeping in CRM and case-management systems, built for accuracy over speed.

Remote Operations

Full-time remote work supporting U.S. and Canadian accounts across time zones.

Cross-Functional Communication

Translating between client needs, business goals, and day-to-day execution.

Requirements Gathering & Documentation

Interpreting feedback and turning it into clear, actionable direction.

AI-Assisted Productivity

Using tools like ChatGPT and Claude to support research, documentation, and revision — with human review and responsibility staying with me throughout.

03 — Workflow Automation

Every eligible inquiry gets a tracked next action in minutes—not another manual task.

This product concept is designed for small U.S. law firms that lose time copying form submissions, updating records, drafting routine acknowledgements, and remembering follow-ups.

The system handles the repeatable steps and routes uncertain, sensitive, or urgent inquiries to a person. Staff retain control; automation removes the administrative drag.

Without the workflow

  1. Open and read every form submission
  2. Check for duplicates and prior contact
  3. Create or update the CRM record
  4. Draft and send a response
  5. Set reminders and remember follow-ups

With the workflow

  1. Validate and screen the inquiry
  2. Match and update the CRM safely
  3. Send an approved acknowledgement
  4. Schedule follow-up automatically
  5. Show staff only exceptions and replies
< 2 mintarget first response
1 queuefor human exceptions
0 blind sendswhen policy checks fail
Full trailfor actions and outcomes

Product Preview

Protected intake demonstration

This preview shows the information the system can screen before any future AI, CRM, or workflow call occurs. The interactive safety check will be activated after its production protection is configured.

Preview boundary

The public preview does not collect submissions, send email, create CRM records, or call AI. The protected live demonstration is coming next.

Submit a fictional inquiry

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Do not include confidential, sensitive, or time-critical information. This prototype is not a law firm, does not provide legal advice, and does not create an attorney-client relationship.

This preview form is intentionally inactive.

One reusable operating system, multiple sellable modules: lead response, scheduling and no-show recovery, onboarding and document chase, accounts-receivable follow-up, client communication, and CRM hygiene.

04 — Featured Work

Business Whisperer
Website Redesign & Content Coordination

ProjectBusiness Whisperer
ClientJerry Llewellyn / Business Whisperer
RoleWebsite Redesign & Content Coordination
StatusLive Website

Starting Point

Business Whisperer, Jerry Llewellyn's management consulting firm, already had an existing website. This project involved redesigning and reorganizing how the consulting business and Jerry's services were presented online.

My Role

I worked directly with Jerry throughout the project: gathering requirements, understanding his services and positioning, interpreting feedback, and working through multiple revision cycles. The work included organizing the website structure, refining presentation and messaging, coordinating changes, and maintaining the working redesign — plus testing site presentation across browsers and devices and working through usability and readability issues.

Project Scope

My role centered on requirements gathering, website structure, content and messaging organization, iterative website development, client coordination, and pre-launch review. The project is presented based on the work completed and does not claim unverified traffic, SEO, lead-generation, conversion, or revenue results.

Before & After

Original Business Whisperer website before redesign

Original Website

Current live Business Whisperer website after redesign

Current Live Version

The current-version image reflects the live website when this portfolio was updated. Later production changes may differ from this captured view.

The Process

01

Understand

Business goals, services, requirements, and feedback.

02

Structure

Visitor journey, page organization, and service presentation.

03

Develop

Working redesign and supporting materials.

04

Review

Direct collaboration and iterative feedback with Jerry.

05

Refine

Buyer-perspective review, browser/device testing, and final tuning.

Website Experience

The visitor flow was organized around a clear sequence:

  1. 01Recognize the problem
  2. 02Understand why Jerry is different
  3. 03Understand the root cause
  4. 04See what the business could become
  5. 05Understand how Jerry helps
  6. 06See supporting evidence
  7. 07Start a conversation

Messaging & Positioning

Work included evaluating and refining messaging in direct collaboration with Jerry, including:

"The Problem You See Isn't Always the Problem You Have"
"AI Reads Your Data. Jerry Reads Your People."

This was collaborative messaging and positioning work developed with Jerry — not language written independently.

Content was organized around Jerry's core services:

  • Management Consulting
  • Leadership Coaching
  • Leadership Development
  • Strategy Consulting
  • AI Integration
  • MicroFlow Management System
  • Business Analysis

Master Plan

I also worked on the Business Whisperer Master Plan lead magnet — updating its visual presentation, branding, layout, and contact and closing sections, while the core content was retained.

Review & Refinement

I conducted structured, AI-assisted buyer-perspective reviews of the redesign, using a target-client profile of established businesses roughly in the $5M–$50M range.

Important distinction: these reviews were pre-launch evaluation tools used to stress-test messaging and presentation. They were not real user-testing studies, and they did not produce conversion or traffic data.

05 — Experience

Professional Experience

2025

Collections Officer – Virtual Assistant

Spring Financial

2022 – 2025

Collections Representative

Westlake Financial

Earlier Experience

  • Fifth Third Bank — Debt Collection
  • AT&T — Customer Service
  • U.S. Banking Account — Customer Service / SME
  • Toshiba — Technical Support / SME
  • Maritime Waste Management — Consulting

Collections Background

Collections is one of my strongest established areas, spanning mortgage, credit card, auto loan, and consumer loan portfolios, as well as law-firm accounts receivable. The work centers on outbound communication, repayment discussions, payment arrangements, documentation, escalation, follow-up, and account management.

06 — Skills & Tools

Tools & Platforms

CRM & Case Management

  • Clio
  • Salesforce

Productivity

  • Microsoft 365
  • Excel

Communication

  • Outlook
  • Google Workspace

AI-Assisted Productivity

  • ChatGPT
  • Claude
  • Microsoft Copilot

AI tools support research, documentation, content development, organization, analysis, and revision — human review and responsibility stay with me throughout.

07 — Contact

Open to new
opportunities.

  • Business Operations
  • Client Support / Client Success
  • Accounts Receivable
  • Collections
  • Legal Support / Intake
  • Administrative Coordination
  • Project Coordination
  • Remote Operations

Michael Benedict Astraquillo

Valenzuela City, Philippines

mbdastraquillo@gmail.com +63 917 486 1130