Operations Services Overview

I help solo professionals and small business owners operate more efficiently, so they can do the work they would rather be doing to grow their businesses.

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

Administrative and Financial Support

• Selection of CRM, enter contacts and information and manage your client database
• Password management
• Electronic file organization
• Domain purchasing (url) and set up
• Blog creation and web hosting
• Screen and answer emails
• Creation/updating spreadsheets for tracking business metrics
• Migration and set up for a new email platform
• (Office 365/Google for Business)
• Credit Card reconciliation and expense reporting
• Assistance with new client on-boarding
• Schedule and manage client appointments and your calendar
• Client invoicing and follow up on outstanding invoices
• Travel management with full itinerary – everything from car service or rental, to hotel and flights.
• Order supplies, equipment and business gifts

Marketing and Communications

• PowerPoint presentation design, critique review and update
• Website review and critique for improvements
• Custom designed email signatures
• Electronic letterhead, business card design and ordering
• Auto-responder creation
• Purchase branded items including swag items with logos, t-shirts and sweatshirts with words and pictures, trophies and plaques, both celebratory and multi-level for sport outings. All will be logo and company compliant.
• Meeting and event arrangements, including venue selection, monitoring attendees and more.
• Event planning including promotion, invitations, accepting payments, catering, supplies, etc.
• Add video and audio files to your websites
• Send out email broadcasts to your customer database announcing/promoting your products/services
• Create, format and publish your email newsletter
• Format and upload blog posts
• Set up and manage your social media pages and updates including Facebook, LinkedIn, and Instagram
• Automate connections between social media accounts
• Set up a service to collect email addresses via text