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- Merging duplicates and cleaning up outdated records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.

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- Revising outdated SOPs to reflect current processes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