What I Do
I specialize in office management, including client communications, billing, project management, client and employee onboarding, and document creation and updates.
Here are some ideas to get you on the road to delegating!
communication
- Email and Voicemail Management
- Email Newsletters and Templates
- Calendar Management
- Scheduling
- Email marketing
- Social Media
- Outreach
documents and Technology
- Website Updates
- Project Management Software
- Calendars, Newsletters, Product Guides, and Spreadsheets
- Invoicing and Billing
- Onboarding Materials/Presentation
- Research
People skills
- Client Calls and Emails Regarding Invoices, Orders, Consultation Follow-Ups, and Information Gathering
- New Employee Onboarding via Video Conferencing or Recorded Presentation.
- Team Members Group Projects
Online applications I've used:
1Password
Adobe Pro
AlignableBrightwheelCalendly
CanvaClickUpCorvee
Drake SoftwareeFax
Facebook Business Suite
FolioGoogle Applications
Google Sites
Gradelink
Instagram
iPageLastPassLinkedIn
Local Food ConnectMail Chimp
Microsoft 365
Monday CRM
Monograph
NextdoorOneDriveOutlook
pdfFiller
ProcareQuickbooks Online
Quickbooks Online
Right Networks
SignUpGenius
SimplebookletSmugMug
SorabanSplashtop
Square
Srfax
Tabs3TogglTrelloWave AccountingWeb.com
XeroZapierZoom
and more!