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Available Services

Administrative Tasks

  • Calendar management: establish, update, and manage important events

  • Schedule potential client consultations and other sales appointments

  • Database building - entry and updates (sales, lead generation, contacts, CRM)

  • Check company emails - respond to customer inquiries and manage spam

  • Create and send out greeting cards, invitations, and thank you notes

  • Minor website upkeep and creation

  • Arrange business travel accommodations and assist with Event Planning duties/aspects

Personal Assistance

  • Maintain your personal calendar

  • Make personal travel arrangements

  • Assist in selecting personal or corporate gift options

Customer Service

  • Answer client phone calls

  • Follow-up with new business leads in a timely fashion

  • Input and send client invoices

  • Ensure necessary documents are issued to all business clients via CRM, email, or cloud-based software

Marketing Materials

  • Design brochures and input industry-specific information

  • Create and manage client-facing documents for events or presentations in Canva or Adobe Illustrator

  • Handle email marketing responsibilities including, organizing lists of email/business contacts, email newsletters using MailChimp or by other methods

Contact

Need help with any of the above services? Complete the short form below to connect.

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