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Administrative Support

  • Schedule and manage client appointments and your calendar

  • Screen and respond to client emails

  • Respond to inquiries from your website

  • Enter contacts and information and manage your client database

  • Travel plan arrangements

  • Build custom travel itineraries

  • Order supplies, equipment and business gifts

  • Client invoicing and follow up on outstanding invoices

  • Assistance with new client on-boarding

Measuring Success

  • Create and update spreadsheets for tracking business metrics/Key Performance Indicators

  • Track and report customer survey results

  • Track and report results from newsletter campaigns

Marketing and Communications

  • Create, format and publish your newsletter

  • Custom designed PowerPoint slide templates

  • Create slide presentations

  • Create electronic letterhead, business card design

  • Create and send personalized cards to your clients

  • Create customer surveys 

  • Website review 

  • Post articles and special products and events to your social media accounts

  • Send out email broadcasts to your client database announcing/promoting your products, services or upcoming events

  • Event planning including promotion, invitations, accepting payments, catering, supplies, etc.


  • Create your website

  • Provide website updates as needed

  • Test your website for accuracy of results

  • Set up cloud based file sharing

  • Password management

  • Domain purchase and set up

  • Email set up for various devices

Efficiency Opportunities

  • Research for cost savings opportunities

  • Research to eliminate redundancies in the workflow

  • Write Standard Operating Procedures

Project Management

  • My project management services are billed at a different rate and are independent from my other services.

  • Contact me for a PM consultation.

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