Services Overview

Administrative Support & Workflow Timesavers

Calendar & Email Management

Developing a unique system for email management, to work specifically for you and your business
Setting up folders and tags, automating and filtering messages
Schedule Management: organizing events, projects, meetings, and deadlines
Booking personal and professional appointments

Client & Customer Support

Meeting prep, scheduling, and follow-ups
Tracking key account metrics
Prompt and professional communication with clients and customers
Partner and vendor management
Purchasing client and family gifts, sending cards, and personal touches on your behalf

eCommerce & IT Tasks

Website review, performance monitoring, and updates
Mobile device optimization
Adding product listings and SEO optimization
Inventory management and reporting
Third-party logistics (3PL) vendor management
Product licensing, credentialing, and royalty reporting
eCommerce store process development and troubleshooting solutions

Event Coordination

Managing in-person events or remote venues for Conferences & Webinars
Providing online support during live video events: Troubleshooting technical issues, assisting attendees with questions or individual audio/video issues.
Creating presentation materials, proofreading and editing, promoting events on social media
Booking and managing travel

HR & Bookkeeping Tasks

Employee onboarding, orientation, and benefits explanations
General financial reporting monthly, quarterly, and yearly
Managing accounts payable and receivable
Reconciling accounts and credit card statements
Setting up and automating Excel spreadsheets
Payroll

Operations & Project Management

Lead (or assist) in monitoring project progress, deliverables, mapping out timelines, and due dates
Collaborating and communicating updates with the project team
Budget management
Identifying production quality control issues and strategizing process improvements
Data analysis and reporting

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