The Day to Day

• Screen, answer, and organize emails

• Set up automated appointment scheduling and link your calendar to your website

• Manage your client database

• Manage client invoicing and follow up on outstanding invoices

• Assist with new client on-boarding

• Generate feedback forms or surveys

• Curate and send greeting cards, invitations, gifts, and thank you notes

• Schedule virtual meetings and send the information to clients

• Create and update spreadsheets for tracking business metrics

• Convert, edit, merge, and split PDF files

• Digital filing and organization

• Create and maintain your business protocol manual(s) {the foremost guiding document(s) for your business}

• Compare prices of and order supplies and equipment

• Set up recurring payment transactions

Website

• Research and purchase domains 

• Manage, update, and restyle SquareSpace, Wix, and WordPress websites

• Review current website for broken links and outdated info; critique for improvements

• Test for mobile responsiveness and ADA compliance 

• Integrate online payment capabilities

• Add products and descriptions to e-commerce stores

• Set up, monitor, and manage affiliate marketing accounts and respective links

• Create online forms for content submission, customer feedback, or inquiries

• Format, schedule, optimize, and post blogs

• Set up Google Analytics and monitor weekly and monthly reports; observe site traffic

• Add internal linking to website to improve Search Engine Optimization (SEO)

Marketing and Communications

• Create, format, and publish your newsletter

• Create PDFs, infographics, brochures, workbooks, and transcripts for classes, workshops, or podcasts

• Custom-designed PowerPoint slide templates

• Edit videos

• Create and schedule email campaigns; monitor and share metrics from campaigns

• Custom-designed email signatures

• Auto-responder creation

• Set up and manage your social media pages and updates

• Create graphics and copy for social posts 

• Podcast research and editing

Technology Set Up

• Set up your client database using a CRM

• Launch and maintain cloud-based accounts (DropBox, OneDrive, Google Drive, iCloud)

• Establish secure password management systems

• Register new email account(s) and provide set up tutorials for your devices 

Research

• Research and present best options for equipment, platforms, services, and more based on your needs

There are so many ways we can work together.

Curious if we might be a good fit? Learn more below!