Services Overview

I help solo professionals and small business owners operate more efficiently, so they can do the work they would rather be doing.

Here’s a sample of what I can do for you:

Technology Set Up

• Computer setup and backup
• Selection and set up your client database using a CRM
• Set up cloud based file sharing
• Password management
• Set up/training on screen sharing applications
• Domain purchasing (url) and set up
• Blog creation and web hosting
• Email set up on all of your devices
• Migration and set up for a new email platform
• Office 365/Google for Business set up and management
• Set up/training on electronic signature platforms
• Adobe Sign

Communications

• Custom designed email signatures
• Custom designed PowerPoint slide templates
• Electronic letterhead, business card design
• Auto-responder creation
• Customer surveys
• Create, format and publish your newsletter
• Format and upload blog posts
• Set up and manage your social media pages and updates
• including Facebook, LinkedIn, Twitter and Instagram
• Automate connections between social media accounts
• Website review and critique for improvements
• Set up a service to collect email addresses via text

Database

• Set up a database
• Manage and maintain databases
• Integration with CRM

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
• Editing and proofreading documents
• Order supplies, equipment and business gifts
• Post articles and special products and events to your blog and social media accounts
• Client invoicing and follow up on outstanding invoices
• Set up recurring payment transactions
• Assistance with new client on-boarding
• Creation / updating spreadsheets for tracking business metrics