Services

Taking care of the everyday tasks that keep your business running smoothly.

Typical tasks include:

• Managing your calendar and coordinating appointments

• Scheduling meetings and sending confirmation emails

• Sending client reminders or follow-ups

• Conducting vendor or service research

• Proofreading and formatting Word or Google Docs

• Creating slide decks or presentation visuals

• Maintaining spreadsheets and data logs

• Organizing folders and shared files

• Researching and booking travel (flights, hotels, transportation)

• Creating and formatting travel itineraries

• Sending check-in reminders or travel confirmations

• Light inbox cleanup or label/tag setup

Helping you stay on top of your client relationships and lead pipeline.

Typical tasks include:

• Entering new leads, clients, or referrals

• Updating contact records, notes, and communication history

• Tagging and segmenting contacts for better organization

• Setting up and maintaining pipelines or sales stages

• Monitoring outreach timelines and sending follow-up reminders

• Importing and exporting contact data

• Merging duplicates and cleaning up outdated records

• Adding form responses, email subscribers, or intake submissions

• Assisting with client on-boarding and off boarding workflows

• Light CRM setup or tool support

Turning the way you work into clear, repeatable processes with a Standard Operating Procedure (SOP).

Typical tasks include:

• Interviewing you (or your team) to document recurring workflows

• Writing easy-to-follow step-by-step instructions

• Formatting SOPs into clean, branded templates

• Organizing SOPs into folders or knowledge bases

• Revising outdated SOPs to reflect current processes

• Creating companion checklists or quick reference guides

• Building simple visuals (flowcharts, diagrams) to clarify steps

• Documenting internal tools, naming conventions, or communication norms

• Helping define systems for delegation or automation

Helping you keep projects organized, on schedule, and moving forward.

Typical tasks include:

• Creating and updating project timelines and milestone trackers

• Tracking task status and sending due-date reminders

• Preparing weekly progress updates and project summaries

• Monitoring shared inboxes or project channels

• Following up with team members or contractors on outstanding items

• Organizing and maintaining project-related documentation

• Drafting agendas and capturing action items for team meetings

• Assisting with light project planning or launch prep