I help solo professionals and small business owners operate more efficiently, so they can do the work they would rather be doing.
Here’s a sample of what I can do for you:
Managing The Day to Day
- Streamlined Calendar Management
- Appointment Scheduling
- Email Management
- Procurement – order supplies, equipment and business gifts
- CRM Updates – enter contacts and information, update notes on leads and manage your client database
- Schedule calls/interviews/consultations
- Data Entry
- Set up documents for electronic signature
- Create pdfs, workbooks, transcripts for classes, workshops or podcasts
- Transcribe live-streams and videos
- Update/monitor software subscriptions
- Organize Dropbox/Google Drive
Client Care
- Manage and maintain client contact lists
- Manage special occasion card lists and send cards for birthday, holidays and other milestones
- Assistance with new client onboarding
- Order client gifts
- Set up client follow up workflow
Marketing and Communications
- 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
Special Projects
- Accountability Partner
- Selection and set up your client database using a CRM
- Assist with onboarding new team members
- Create meeting agendas
- Password management
- SOP writing, updating
- General research
