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

Services Overview

Technology Setup

  • Computer purchasing, setup and backup

  • 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

  • Cell Phone purchasing, set up and training

  • Domain purchasing (url) and set up

  • Blog creation and web hosting

  • Email set up on all of your devices

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Marketing and Communications

  • Custom designed email signatures

  • Custom designed PowerPoint slide templates

  • Electronic letterhead, business card design

  • Auto-responder creation

  • Customer surveys

  • Add video and audio files to your websites

  • Create podcasts

  • Create, format and publish your newsletter

  • Format and upload blog posts

  • Set up and manage your social media pages and updates including Facebook, LinkedIn, Twitter and Instagram

  • Website review and critique for improvements

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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

  • Enter contacts and information and manage your client database

  • Travel plan assistance

  • 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

  • Creation/updating spreadsheets for tracking business metrics