Services Overview

I work for busy entrepreneurs like you by managing those tasks that keep you from focusing on your passion and income producing business priorities.

Here’s a sample of what I can do for you. (And if you don’t see what you want, let’s talk. If it is out of my expertise, I can probably recommend someone.)

Administrative

  • Shop for and send out holiday gifts for your business clients
  • Send out your holiday cards
  • Proofread/Copyedit your content before sending/posting
  • Creating/updating spreadsheets
    • Tracking business metrics
    • Tracking cash flow or profit/loss statements
  • Building/managing databases
  • Draft your donor letters
  • Repurpose your work product into email marketing newsletters, blog posts, social media posts, etc.
  • Assistance with new client on-boarding/new patient intake
  • Prepare documents necessary before applying for grants
  • Domain purchasing and set up
  • Screen and answer emails (or comments on your blog, or social media posts), flagging/forwarding those that need your/teammate’s reply
  • Order your supplies, equipment, and business gifts
  • Monitoring voicemail
  • PDF conversions, merges or splitting
  • Preparing agendas
  • Support desk/customer inquires
  • Creating invoice templates
  • Reconciling bank and credit card statements
  • Liaising with suppliers and other contractors

Calendar Management

  • Set up automated appointment scheduling
  • Link your calendar to your website
  • Booking appointments with phone calls and emails if you prefer

Training/Sales Materials

  • PowerPoint (and other slide) presentations
  • Handouts/Training materials for your classes or webinar

Writing

  • Copyediting
  • Grant Writing and Requests for Proposals (RFPs)
  • Organizational History
  • Standards of Operations (SOPs)

Research 

  • I can find the thing, place, or person you are looking for

Creative

  • Write your donor letters
  • Repurpose your work product into email marketing newsletters, blog posts, social media posts, etc.
  • Design logos, electronic letterhead, and business cards
  • Create a Brand Kit for your business
  • Designing gift certificates/coupons

Training/Sales Materials

  • Custom designed PowerPoint (and other slide) templates and presentations
  • Custom designed Handouts/Training materials for your classes or webinar

Marketing and Communication

  • Email newsletter — Create, format, and publish your newsletter
  • Custom designed email signatures
  • Update your social media pages including Facebook, LinkedIn, Twitter, and Instagram

Writing

  • Blog posts — Format and upload blog posts to your website and social media
  • Ghostwriting — I can learn to write in your voice
  • Copyediting
  • Grant Writing and Requests for Proposals (RFPs)
  • Organizational History
  • Standards of Operations (SOPs)

Technical

  • Domain purchasing and set up
  • Set up a service to collect email addresses
  • Technology Audits
  • Optimize your personal/business LinkedIn pages
  • Application training

WordPress Website Management

  • Update copy and images
  • Check plugins regularly for updates   
  • Check backups are successfully completed
  • Repairing broken links

Technology Set Up

  • Password management software
  • Client/Customer Relationship Management software — Migrate contacts and all your other data for optimum functionality from the start
  • E-commerce shopping cart set up (credit cards, PayPal, Stripe, etc.)
  • Migrate your bookkeeping to Wave or Quickbooks
  • Set up automated appointment scheduling
  • Link your calendar to your website
  • Cloud based file sharing — One Drive, Google Drive, DropBox, etc.
  • Set up and manage your social media pages 
  • Automate connections between social media accounts