Services to Get You More Organized
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Technical
CRM Software: Infusionsoft/Keap (certified), Convert Kit, Salesforce, ACT!, etc.
Project Managment tools include but not limited to the following: Trello, Asana, ClickUp, Monday.com, etc.
Teachable
Wordpress Website Management
Squarespace Website Design and Management
Invoicing with Paypal, Stripe, Freshbooks, Harvest, etc.
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Administrative
Email & Calendar Management
Document Editing:
Google Docs
Microsoft Office Suite
Create Presentations in Powerpoint
Editing/Proofreading
Creating Standard Operating Procedures
File Management & Organization
Prepare Expense Reports
Online Research
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Customer Service
Cultivate Client Relations
Reply to email inquiries
Answer calls via cloud phone system
Resolve any issues
Take messages and record correspondence
Handle inquiries and requests
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Project Management
Identify & track Key Project Milestones
Manage Day to Day Project Aspects
Ensure On-time Project Delivery
Conduct & Mediate Structured Online Project Meetings