I help service-based, solo professionals operate more efficiently, so they can do the work they would rather be doing.

Here’s a sample of what I can do for you:

Technology Set Up

  • Selection and set up your client database using a CRM
  • Set up cloud-based file sharing
  • Application training
  • Password management
  • Set up/training on screen sharing applications
  • Domain purchasing (url) and set up
  • Email set up on all of your devices
  • Set up for a new email platform (Office 365/Google for Business)
  • Set up/training on electronic signature platforms

Marketing and Communications

  • Custom-designed email signatures
  • Custom-designed PowerPoint slide templates
  • Electronic letterhead, business card design
  • Auto-responder creation
  • Customer surveys
  • Create/update standard client correspondence
  • Add video and audio files to your websites
  • Podcast updates
  • Create, format and publish your newsletter
  • Format and upload blog posts
  • Set up and manage your social media pages and updates
  • Create and manage your social media advertising calendar and placements
  • Website review and critique for improvements
  • Set up a service to collect email addresses via text
  • Proofreading

Research

  • Find just the person, place or thing you’re looking for, whether it’s a software solution, a hotel to host an event, or the latest technology

Managing The Day to Day

  • Schedule and manage client appointments and your calendar
  • Set up automated appointment scheduling and link your calendar to your website
  • Screen/answer emails
  • Create/maintain electronic file organization system
  • Enter contacts and information and manage your client database
  • Order supplies, equipment and business gifts
  • Post articles and special products and events to your blog and social media accounts
  • Client invoicing and follow up on outstanding invoices
  • Set up recurring payment transactions
  • Assistance with new client on-boarding
  • WordPress website updates
  • Create/update spreadsheets for tracking business metrics

Product Promotion and E-Commerce

  • Create electronic products for sale on your website
  • Set up sales pages on your website to sell your products
  • E-commerce shopping cart set up, payment set up using credit cards and/or PayPal/Stripe
  • Create and set up affiliate (referral) marketing programs for your products
  • Send out email broadcasts to your customer database announcing/promoting your products
  • Event planning including promotion, invitations, accepting payments, catering, supplies, etc.
  • Webinar set up, support, promotion and training