SERVICES:
Smart, Reliable Support for Busy Teams
SERVICES WE OFFER
GO TO PAGE
-
Lead follow-up and appointment setting
-
Lead & Clients communication
-
Cold/warm email replies
-
Booking confirmations and updates
GO TO PAGE
-
Prioritizing and responding to emails
-
Managing executive calendars
-
Booking meetings, interviews, or vendor calls
-
Sending reminders and follow-ups
GO TO PAGE
-
Vendor communication
-
Internal task tracking
-
Data entry, form submissions, report pre
-
Project management system updates (ClickUp, Monday.com, Trello)
GO TO PAGE
-
Data entry and cleanup
-
Lead status updates
-
Tagging, segmentation, and follow-ups
-
Setting up automation flows (Zapier, Make, etc.)
GO TO PAGE
-
Invoice tracking and creation
-
Categorizing expenses
-
QuickBooks support
-
Donation or sales reporting
GO TO PAGE
-
Templated document preparation
-
Form formatting and contract filling
-
Internal SOP creation
-
Grant/report formatting and submissions
GO TO PAGE
-
Social media scheduling (content calendar, captions, Canva uploads)
-
Email marketing tool support (Mailchimp, ActiveCampaign, etc.)
-
Landing page edits and basic web updates
-
Testimonial or review follow-up outreach
-
Updating directories, listings, and lead forms
