
SERVICES
Inbox/Calendar Management
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Efficient Email Sorting
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Unsubscribe/Filter and Spam Management
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Followup/Flagging
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Folder/Lable Organization
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Vacation/Out-of-Office Management
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Appointment Scheduling
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Reminders/Notifications
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Time Blocking
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Calendar Confirmation & Booking Appointments
Customer Service
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Client Onboarding
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Personalized Welcome Messages
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Customer Follow-up
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Gift & Thank You Card Coordination
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Customer Feedback Management
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Loyalty Program Support
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Holiday/Special Occassion Outreach
Social Media Engagement
Data Entry/Transcription
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Group Management
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Scheduling Social Media Posts
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Monitor and Respond to Social Media Posts
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Research
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Creating Graphics using Canva
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Input/Update Data into CRM, Spreadsheets, etc
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Transcribe Data from Recordings/Phone Conversations
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Quality Assurance.
Please let me know if you don't see the services you need. We may be able to create a specialty package.
Collaboration: the secret sauce for business growth and innovation!
SERVICE PACKAGES
* Note: Hours do not roll over to the next month and must be used before the end of the current month.
**Note: If more hours are needed within any package, it will be billed at $35.00/hr or you may go up to the next package level.
LEVERAGED ASSETS
Resources to get the job done
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Asana
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Trello*
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Clickup
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Honeybook*
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Zoho*
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HubSpot
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Slack*
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Microsoft Teams
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Zoom
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Cerner
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Canva *
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*Used regularly
TOOLS

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HubSpot
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Zoho
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Act
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Cerner
CRM SYSTEMS

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Google Suite*
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Microsoft Suite*
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iWork*
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*Select programs from each Suite
SUITES

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Squarespace
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Wix
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Shopify
WEBSITES

Need a hand with something not listed? Let's chat! Having served as the go-to computer liaison for a couple of awesome organizations, I'm adept at quickly grasping new software.
Ready to lighten your workload? Contact me to explore how I can help your business, today!
