Services

Administrative

Administrative

Administrative

Schedule and manage client appointments
Set up automated appointment scheduling
Create a system for labeling, replying or filing incoming emails
Screen/answer emails
Enter contact information and manage your client database
Order supplies, equipment, and business gifts
Pay bills
Format contracts for digital signature
Client invoicing and follow-up on outstanding invoices
Password management

Managing the Details

Administrative

Administrative

Create and manage project timelines
Format, design images for, and publish your newsletter
Manage your social media pages and updates
Content posting and repurposing
Post articles, special products, and events to your social media accounts
Business cards
Custom-designed email signatures
Flyers/Posters/Brochures
Invitations/Thank Yous
Quiz building
Research to find just the thing you’re looking

Tech Services

Administrative

Boost Client & Team Interactions

Website updates on WIX and Squarespace
Create automation/funnels for email sequences
Build landing pages for events
Link your booking calendar to your website
Set up signup forms and registration links
Keep blog posts up to date
Review websites for improvements
Format courses
Set up recurring payment transactions
CRM and Project Management--High Level, Honeybook, HubSpot, Less Annoying CRM, Bigin, Monday, Asana, Trello, ClickUp, and more

Boost Client & Team Interactions

Boost Client & Team Interactions

Boost Client & Team Interactions

Onboarding for new clients
Manage workshop registrations and reminders
Coordinate and schedule client meetings
Create and maintain client relationship records
Develop and distribute team newsletters
Organize and track feedback from clients
Plan and schedule team-building activities
Maintain consistent communication across platforms
Send follow-up emails after networking events
Track leads
Send "keep in touch" messages

Miscellaneous

Boost Client & Team Interactions

Miscellaneous

Make Travel Arrangements
Research information on topics, competitors, or industry trends.
Finding and interviewing babysitters/cleaners.
Making restaurant reservations
Research Speakers for Events
Find Venues for Corporate Events
Booking Medical or Vet appointments
Meal planning and delivery coordination