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 (Customer Relationship Management software)
  • Set up cloud-based file sharing
  • Password management
  • Initial set up of text messaging service
  • Facilitate Zoom Meetings/Webinars

Marketing and Communications

  • Auto-responder creation
  • Customer surveys
  • Add video and audio files to your websites
  • Format and send your email newsletter
  • Format and upload blog posts
  • Schedule social media posts
  • Graphic Design: Social media graphic, postcards, flyers, brochures
  • Creating social media graphics
  • Creating or editing presentation templates in PowerPoint, Canva or Google Slides
  • Custom designed email signatures
  • Set up/sending of text marketing campaigns

Websites & Blogs

  • WordPress/Wix website updates
  • Format and upload blog posts

Managing The Day to Day

  • Schedule and manage client appointments and your calendar
  • Set up automated appointment scheduling and link your calendar to your website
  • Manage and maintain client database
  • Editing and proofreading documents
  • 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 on-boarding
  • Creation/updating spreadsheets for tracking business metrics

Schedule a complimentary 30-minute call. 

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It’s free. It’s 30 minutes. It’s all about you.