Services
The following listed services are different types of management tasks that can be offered in a monthly package.
MANAGEMENT SERVICES
BACK END & OPERATIONS DEPARTMENT MANAGEMENT
Customer service, internet research, editing, digital file management, proofreading, meeting agendas, appointment scheduling, appointment reminders and confirmations, email management, Invoicing, CRM set up and management (HoneyBook), project, and task management, team management
CALENDAR MANAGEMENT
Calendar set up and management, labeling, organizing, integration
GENERAL OFFICE SUPPORT
Team management, preparing documents and files, forms creation, presentations, responding to email and telephone inquiries, assisting with team member schedules (hour changes, contract changes/edits, etc.)
OTHER/A LA CARTE
Systems and automation, basic web page maintenance, creation of office tools (questionnaires, intake sheets, etc.), generating forms, PDF conversions, light graphics (Canva), content creation (project-based), blog management (SquareSpace), Basic funnels (project-based), basic social media management (scheduling content already created by the owner and online engagement), Standard Operating Procedures (SOPs) creation and management
If you have a task or project that you need assistance with that is not listed above, we may discuss them during our Discovery Call about accommodations being made.
All management services require a one-time setup fee.
Package Exclusives
Includes caption creation, graphics creation, post scheduling, hashtag research, online engagement, and much more!
All Social Media packages are contract-based only and require a one-time setup fee. Tasks from Social Media packages can be added to any Business Management package at half the normal rate.
Visit the Pricing and Packages page to learn more!
The following systems and software are what I have expertise and knowledge in. Please keep in mind that if you have a system or software that I am not familiar with that you'd like me to manage, additional fees will apply for convenience and time's sake.
SYSTEM & SOFTWARE SKILLS
OPERATING SYSTEMS
Windows, MacOS
MICROSOFT
Microsoft Office (Word, Excel, PowerPoint, OneNote), Office 365, Outlook, One Drive
GOOGLE
G Suite, Gmail, Google Drive, Google Sheets, Google Forms, Google Hangouts, Google Slides, Boomerang
ADOBE
Adobe Acrobat Pro DC, Adobe Reader, Adobe Sign, Adobe Spark
PROJECT MANAGEMENT
Trello, Asana, Airtable, Microsoft Planner
COMMUNICATION & COLLABORATION
Slack, Zoom, Skype, WhatsApp, Basecamp, Voxer, Microsoft Teams
CRMs
Hubspot, Honeybook, familiar with Wix
GRAPHICS
Canva, Adobe Spark, Crello
WEB HOSTING & BUILDING
Squarespace, Kartra
CALENDARS
Google Calendar, iCalendar, Outlook, Calendly, Acuity
SOCIAL MEDIA
Facebook, Instagram, Twitter
POST SCHEDULERS
Hootsuite, Facebook, Later, Planoly, Facebook Creator Studio
EMAIL MARKETING
MailerLite, ActiveCampaign, ConvertKit
OTHER
Loom, Toggl, Prezi, Wave Financial, LastPass, Lunapic, Square, Stripe, Microsoft Stream, SendOutCards