I help solo professionals and small business owners operate more efficiently, so they can do the work they would rather be doing.
Here’s just a sample of what I can do for you:
Day to Day Management
- Schedule and manage client appointments and your calendar. This includes setting up appointments, keeping track of your schedule, and making sure that you are available to meet with clients when needed.
- Set up automated appointment scheduling. This can help you to save time and ensure that you are always available to meet with clients.
- Screen and answer emails. This includes filtering out spam and junk mail, and responding to customer inquiries in a timely manner.
- Enter contacts and information and manage your client database. This includes keeping track of your clients’ contact information, as well as their needs and preferences.
- Provide travel plan assistance. This includes helping clients to book flights, hotels, and other travel arrangements.
- Order supplies, equipment, and personal/business gifts. This includes ordering items that your business needs, as well as gifts for clients or employees.
- Post articles and special products and events to your blog and social media accounts. This helps to promote your business and keep your clients informed about your latest news and offerings.
- Generate client invoices and follow up on outstanding invoices. This ensures that you are paid for your services in a timely manner.
- Set up recurring payment transactions. This can help you to automate the billing process and make it easier to collect payments from clients.
- Assist with new client onboarding. This includes helping new clients to get set up with your business, such as creating accounts and providing them with access to your products or services.
- Update WordPress website. This includes making sure that your website is up-to-date with the latest content and information.
- Create and update spreadsheets for tracking business metrics. This helps you to track the performance of your business and identify areas where you can improve.
Marketing and Communications
- Custom designed email signatures: This includes creating email signatures that are branded to your business and reflect your company’s personality.
- Custom designed PowerPoint slide templates: This includes creating PowerPoint slide templates that are visually appealing and easy to use.
- Electronic letterhead, business card design: This includes designing electronic letterhead and business cards that are professional and reflect your company’s branding.
- Auto-responder creation: This includes creating auto-responders that can be used to send out automated messages, such as confirmation emails or thank-you notes.
- Customer surveys: This includes creating and conducting customer surveys to gather feedback from your customers.
- Format, and publish your newsletter: This includes formatting, and publishing your newsletter to keep your customers informed about your latest news and offerings.
- Format and upload blog posts: This includes formatting and uploading your blog posts to your website to share your thoughts and ideas with your audience.
- Set up and manage your social media pages and updates: This includes setting up and managing your social media pages, such as Facebook, LinkedIn, Twitter, and Instagram, to connect with your customers and promote your business.
- Website review and critique for improvements: This includes reviewing your website and providing feedback.
Technology Set Up
- CRM Management: This can include managing your current CRM (customer relationship management) system or setting up a new CRM that meets your needs.
- Set up of cloud-based file sharing: This includes setting up a cloud-based file sharing service, such as Google Drive or Dropbox, so that you can easily share files with others.
- Application training: This includes training on how to use the software applications that you need for your work.
- Password management: This includes creating and managing strong passwords for all of your online accounts.
- Set up/training on screen sharing applications: This includes setting up and training on screen sharing applications, such as Zoom or Google Meet, so that you can share your screen with others.
- Cell phone purchasing, setup, and training: This includes purchasing a cell phone, setting it up, and training on how to use it for business purposes.
- Domain purchasing (URL) and set up: This includes purchasing a domain name.
- Email set up on all of your devices: This includes setting up email on all of your devices, such as your computer, phone, and tablet.
- Set up for a new email platform: This includes setting up your email for a new platform, such as Google Workspace or Microsoft 365.
- Social media set up: This includes setting up social media accounts for your business and publishing your content.
If you don’t see what you’re specifically looking for, please contact me or schedule a free meeting.