Services Overview

I help solo professionals and small business owners 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 Computer – Purchasing, set up and back up.
  • Set up cloud based file sharing
  • Password management
  • Set up/training on screen sharing application
  • Set up Cloud based file sharing
  • Cell Phone purchasing, set up and training
  • Domain purchasing (url) and set up Web hosting
  • Website management
  • Add video and audio files to your website
  • Website review and critique for improvements
  • Email set up on all your devices
  • Email management
  • Migration and set up for new email platform
  • Set up/train Google Workspace
  • Set up/train on electronic signature platforms
  • Adobe Sign

Marketing and Communications

  • Custom designed email signatures
  • Custom designed PowerPoint slide templates/presentations
  • Electronic letterhead, business card design
  • Auto-responder creation
  • Customer surveys
  • Create, format and publish your newsletter

Admin – 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 calls
  • Enter contacts and information and manage your client database
  • Order supplies, equipment and business gifts
  • Client invoicing and follow up outstanding invoices
  • Set up recurring payment transactions
  • Assistance with new client onboarding
  • Set up Meetings
  • Research
  • Calendar Management

Event Consulting

  • Develop Concept/Design – including promotions, invitations, gifts, etc.
  • Budget Creation/Managment
  • Research – Venues, Vendors, Caterers, Entertainment, etc.
  • Manage Vendor Relationships
  • Create and negotiate contracts and/or review existing contracts/agreements
  • Create on-line registration process including payment processing.