I assist solo professionals and small business owners in operating more efficiently, enabling them to focus on the work they truly want to do.
Here’s an example of what I can do for you:
Managing The Day to Day
- Set up automated appointment scheduling and link your calendar to your website
- Create email templates
- Create SOPs
- Enter contacts and information and manage your client database
- Order supplies, equipment, and business gifts
- Post articles and special products and events to your blog and social media accounts
- Client invoicing and follow-up on outstanding invoices
- Set up recurring payment transactions
- Assistance with new client onboarding
- WordPress website updates
- Creating/updating spreadsheets for tracking business metrics
Technology Set Up
- Selection and set up your client database using a CRM
- Set up cloud-based file-sharing
- Application training
- Password management
- Set up/training on screen sharing applications
- Domain purchasing (url) and set up
- Email set up on all of your devices
- Setup of a new email platform (Office 365/Google for Business)
- Set up/training on electronic signature platforms
Marketing and Communications
- Custom-designed email signatures
- QR code creation and implementation
- Auto-responder creation
- Content repurposing
- Customer surveys
- Add video and audio files to your websites
- Podcast updates
- Create, format, and publish your newsletter
- Format and upload blog posts
- Setup and manage your social media pages and updates
- Set up a service to collect email addresses via text
- Google Business page creation and updates
Research
Find just the person, place, or thing you’re looking for whether it’s a software solution, a hotel to host an event, or the latest technology