Services

Specialized administrative services keeping you organized and up-to-date.

Client Support & Operations Management

  • Organizing your inbox with category folders, applying labels and colors, priority flagging, and managing subscriptions by deleting and unsubscribing as needed.

  • Replying to incoming emails for efficient lead follow-up, scheduling and invoicing.

  • Organizing appointments, coordinating meetings, setting reminders, optimizing scheduling, and ensuring your calendar is always up to date.

  • Developing timelines, organizing resources, tracking progress, and ensuring seamless communication.

  • Organizing, categorizing, and deleting unnecessary files to optimize storage and improve accessibility.

Enhanced customer support and operations management for seamless workflow. 

Client Support & Operations Management

  • Answering questions about services, scheduling or payments, providing scheduling support, offering timely solutions, sending follow-up emails with updates or feedback requests.

  • Managing seamless client onboarding process from initial inquiry to the first appointment, including scheduling, sending and ensuring the completion of intake forms.

  • Maintaining up-to-date client records and ensuring accurate account data.

  • Tracking and sending invoices, statements, receipts, superbills, and following up on unpaid invoices to ensure timely payments.

Content Creation & Website Maintenance

Creative content solutions and trusted website management for smooth site operations.

  • Light content creation and marketing support aligned with your business goals. Transforming existing materials into new formats for maximum impact and consistency across platforms.

  • Developing a weekly or monthly content calendar, researching and brainstorming content ideas that align with your business objectives.

  • Regular updates and management to keep your website functional, optimized, and up to date.

  • Refine and personalize forms, emails, documents, presentations, invoices, and marketing materials to ensure they are aligned with your brand and tailored to your specific needs.

Need something else?

Reach out and we can chat about your specific needs and how I can best support you!

Customized Pricing

Each service package is customized to your business's unique needs and goals. During our discovery call, we will explore which services might benefit your business the most and discuss the specific details of our collaboration. From there, the pricing and appropriate amount of service hours will be determined.

Are you ready to get started?