Daily Admin 

• Manage your client database

• Onboarding new clients

• Client invoicing and follow up on outstanding invoices

• Create and maintain client relationship records

• Organize and track feedback from clients

• Order supplies, equipment and business gifts

• Maintain consistent communications across platforms

• Send follow-up emails after networking events

• Screen and answer emails

• Track leads

• Pay bills

• Format contracts for digital signatures

• Send "keep in touch" messages

• Schedule and manage client appointments 

• Creation/updating spreadsheets for tracking business metrics

Tech Support

• Password management

• Domain purchasing (url) and set up

• Email set up on all of your devices

• Set up for a new email platform (Office 365/Google for Business)

• Application training

• Build landing pages for events

• Link your booking calendar to your website

• Set up recurring payment transactions

• Set up automated appointment scheduling

• CRM and Project Management

Marketing Simplified

• Electronic letterhead, business card design

• Custom designed email signatures

• Custom designed social media graphics

• Flyers/Posters/Brochures

• Invitations

• Research to find the right person, place or thing

• Websites update on squarespace and Wordpress

• Format, design images for, and publish your newsletter

• Create content for your social media pages

• Keep blog posts up to date