Services Overview
I help service based, solo professionals operate more efficiently, so they can do the work they would rather be doing and grow their business. Here is a sample of services offered.
​
This is not a complete list of my services, but examples only. I am upskilling constantly with new systems and processes and if services are not mentioned, please contact me to discuss. I am currently upskilling on social media content and other technology based systems.
Managing The Day To Day
General Office Management
Managing Remote teams calendars and meetings
Screen/answer emails
Schedule and manage client appointments and your calendar
Enter contacts and information and manage your client database CRM
Research
Client invoicing and follow up on outstanding invoices
Set up recurring payment transactions
Contract Coordinator
Writing/editing/formatting reports and presentations.
Updating spreadsheets for tracking business metrics
Data Entry, Filing and Records Management
Customer Service Email response and support
Onboarding/Offboarding clients
Marketing & Communications
Custom designed email signatures
Custom designed Power Point slide templates
Electronic Letterhead, business card design
Auto-responder creation
Create, format and publish your newsletter
Customer surveys
Website creation through WIX.
Set up and manage your social media pages and updates
Other tasks on request
Technology Set Up
Selection and set up your client database using a CRM
Set up cloud based file sharing
Password Management
Set up for a new email platform (office 365/Google for Business
Other on request