Services to Get You More Organized

  • 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.

  • 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

  • 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

  • Project Management

    Identify & track Key Project Milestones

    Manage Day to Day Project Aspects

    Ensure On-time Project Delivery

    Conduct & Mediate Structured Online Project Meetings