Services Overview

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:

Technology Set Up

  • Selection and set up your client database using a CRM
  • Set up cloud based file system
  • Password management
  • Cell Phone purchasing, set up and training
  • Domain purchasing (URL) and set up
  • Email set up on all of your devices
  • Migration and set up for a new email platform

Day to Day

  • Schedule and manage client appointments on your computer
  • Screen/answer calls
  • Travel plan assistance
  • Order supplies, equipment and business gifts
  • Client invoicing and follow up on outstanding invoices
  • Event planning including promotion, invitations, accepting payments, catering, supplies, etc.

Marketing and Communications

  • Custom designed email signatures
  • Create, format and publish your newsletter
  • Format and upload blog posts
  • Website review and critique for improvements
  • Set up and manage social media pages and updates
  • Interact with followers
  • Manage Messenger inboxes
  • Upload photos/videos to business pages
  • Accept connection requests

General Tasks

  • Transcribe live-streams and videos
  • Proof read slide decks, emails and landing pages
  • Follow up with clients for uncompleted tasks/contracts
  • Schedule clients, set up calendars and handle cancellations
  • Answer inquiries on business Facebook or website contact forms
  • Sort through inboxes each morning, organize according to what is urgent and priority
  • Maintain inbox zero
  • Send emails to a list
  • Create daily to-do lists
  • Manage/maintain contact lists
  • Schedule calls, interviews, and consultations
  • Update and monitor software subscriptions
  • Fix errors in bounced emails