Create & Maintain databases and CRM’s
Having organized information in a structured fashion is essential for any business however, not many business owners have the time to do it. Your assistant will create an organized database and keep it up to date so that you may access relevant information in real time with ease and efficiency.
Meeting Minute Taking
Ever hang up from a conference call and are left wondering what exactly was that last comment the client made on the other end? Your assistant can listen in on your meetings and provide you with a comprehensive summary for you to reference back to.
Calendar Management
Business professionals know the immense pressure of balancing a busy schedule all to well. Let your assistant help maximize your daily productivity by scheduling meetings at the most optimal times.
Basic Project Management
Whether it is a matter of researching, vetting service providers, managing a budget or providing communication, your assistant possesses the skills to help you manage your projects successfully and with ease.
Report Generation
Do you need to be prepared with a professional presentation for that big meeting you have coming up? We can create charts and reports that are visually appealing, or we can make them straight to the point, so the information you need most is right at your fingertips.
Proofreading & Editing
Proper spelling and grammar are a must-have if you want to portray yourself and your business in a professional manner. Proofreading and editing are subjective tasks which require experience. They are also time consuming and require a keen eye. Let us be your “eyes” so you can focus on watching the money roll in.
Travel Arrangements
Book travel by sending your assistant your travel dates and locations. We’ll even keep track of your flight and hotel preferences to provide you with the best options.
Client Management
New clients have loads of questions. Your assistant can help onboard new clients in many ways such as being a friendly point of contact for frequently asked questions and distributing “welcome” material containing information on the business and what clients can expect. You might even ask your assistant to check in with clients periodically to keep the lines of communication open.
Invoicing and Basic Bookkeeping
You work hard to build your business and to provide a premium product or service. Let us take the “money chasing” off your plate so you have time to focus on what you do best, driving in the value. Your assistant will even keep track of your financials in the software of your choice.
Email Management
In business, we receive a high volume of emails. Many of which are either unnecessary, need to be addressed at a later time, or should be filed away for safe-keeping. Your assistant will filter, organize and prioritize your emails which allows you to focus on what is most relevant.
Email Marketing
Emails can be highly effective in reaching your prospective clients being that over 99% of consumers read their emails daily. Your assistant will generate and send emails with attention-grabbing marketing material of your choosing, to help bring on those new leads.
business document & resume’ Preparation
Would your business benefit from having a policy & procedure manual for new employees? Or how about a flyer to highlight your business plan? Does your resume need a pick-me-up? Your assistant will create and record business documentation which helps you to present yourself and your business in a professional light.