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
- Schedule and manage client appointments and your calendar
- Set up automated appointment link and link calendar to your website
- Create daily To Do lists
- Follow up with clients when they don’t complete tasks or contracts
- Screen/answer e-mails
- Sort through client inboxes and manage priorities
- Enter contacts and information and manage your client database
- Travel plan assistance and reservations
- Bookkeeping
- Expense report management
- Client invoicing and follow up on outstanding invoices
- Manage and maintain client contact lists
- Update/monitor software and other subscriptions
- Monitor permit, licensed and required inspection dates
- Order supplies, equipment and business gifts
- Inventory analysis and usage reports
Marketing
- Design Newsletter Templates and Landing Pages
- Set up SMS marketing campaigns
- Segmentation of your audience
- Create testing campaigns
- Create visuals for marketing
- Create Customer Surveys
- Create and integrate sign-up forms
- Data analysis to improve your marketing
- Set up and maintain customer CRM
- Research best Email Service provider for your business
- Market Research and analysis
Event Planning and Coordination
- Venue research for sites and hotels
- Announcement and sending out invitations
- Tracking responses and follow up
- Create custom designed PowerPoint slide templates
- Create PDF’s, workbooks and transcripts for classes or workshops
- Proofread slide decks, emails and other copy
- Audio and video equipment rental
- Catering
- Set up payment acceptance
- Gifts and copies
- Webinar set up, support and training
Research
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