I help service-based solo professionals and small business owners operate more efficiently so they can do the work they would rather do.
Here’s a sample of what I can do for you:
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
- Screen/answer emails
- Enter contacts and information to manage your client database
- Order supplies, equipment, and business gifts
- Client invoicing and follow up on outstanding invoices
- Set up recurring payment transactions
- Assistance with new client onboarding
- Creation/updating spreadsheets for tracking business metrics
Technology Set Up
- Selection and set up your client database using a CRM
- Set up cloud-based file sharing
- Application training
- Password management
Marketing and Communications
- Custom designed email signatures
- Electronic letterhead, business card design
- Customer surveys
- Add video and audio files to your websites
- Create, format and publish your newsletter
- Format and upload blog posts
- Website review and critique for improvements
If you’re ready to start working with me Click Here.