Services Overview
Administration
management
Scheduling
Organization
How I Help You Work Smarter Not Harder
You’ve got a vision. I help you protect the time and focus to bring it to life.
Whether you’re buried in emails, juggling client needs, or simply need someone you can trust to take things off your plate. I’m here to help. Here’s a sample of what I can do for you and your business:
Executive Admin Support
Behind-the-scenes support so you can stay front and center in your business.
Inbox management & email triage
File organization & cloud storage setup
Data entry, cleanup & light research
Document formatting & proofreading
Process documentation & SOP creation
Client Care & Management
Keep your clients feeling supported, seen, and smoothly onboarded.
Client onboarding setup & welcome kits
CRM updates & contact management
Appointment scheduling & confirmations
Feedback collection & testimonial follow-ups
Light customer service via email or portal
Project & Calendar Support
Help manage the day-to-day so deadlines don’t derail your dreams.
Calendar setup & calendar sync
Event reminders & buffer blocks
Light travel research & coordination
To-do list & task tracking support
Project assistance & reminders
Even More
If what you need isn’t listed, please ask!
Research
Find just the person, place or thing you’re looking for whether it’s a software solution, a hotel to host an event, or the latest technology
Technology Set Up
Selection and set up your client database using a CRM
Set up cloud based file sharing
Application training
Password management
Set up/training on screen sharing applications
Domain purchasing (url) and set up
Email set up on all of your devices
Set up for a new email platform (Office 365/Google for Business)
Set up/training on electronic signature platforms
Marketing and Communications
Custom designed email signatures
Custom designed PowerPoint slide templates
Electronic letterhead, business card design
Auto-responder creation
Customer surveys
Create, format and publish your newsletter
Format and upload blog posts
Set up and manage your social media pages and updates
Website review and critique for improvements
Set up a service to collect email addresses via text
Managing The Day to Day
Schedule and manage client appointments and your calendar
Set up automated appointment scheduling and link your calendar to your website
Screen/answer emails
Enter contacts and information and manage your client database
Order supplies, equipment and business gifts
Post articles and special products and events to your blog and social media accounts
Client invoicing and follow up on outstanding invoices
Set up recurring payment transactions
Assistance with new client on-boarding
WordPress website updates
Creation/updating spreadsheets for tracking business metrics
Product Promotion and E-Commerce
Create electronic products for sale on your website
Set up sales pages on your website to sell your products
E-commerce shopping cart set up, payment set up using credit cards and/or PayPal/Stripe
Create and set up affiliate (referral) marketing programs for your products
Send out email broadcasts to your customer database announcing/promoting your products
Event planning including promotion, invitations, accepting payments, catering, supplies, etc.
Webinar set up, support, promotion and training