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. 

Set up a time to talk with me about your business.

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