The following are some of the services I offer. This is not an all-inclusive list. If you have administrative tasks not listed here, I’m happy to get together to discuss how I can help.
CRM ACQUISITION & IMPLEMENTATION
I have worked with CRM programs such as QuickBase, NeonCRM, Agile CRM, 1CRM, 17 Hats, Dubsado and Hubspot. I can help you manage your membership or clients and all the data that is associated with them. I can help you identify what kind of system you need, shop for something in your price range and implement the system from beginning imports of data to training your team.
You know you want to publish a newsletter, but there just aren’t enough hours in the day! I can create a newsletter for your customers using an online platform such as Constant Contact or MailChimp; or use publishing software to create a pdf newsletter that can be emailed or printed. You send the info – I format and create the newsletter. No stress, no mess!
WEBSITE DEVELOPMENT AND MANAGEMENT
Whether you’re just getting started or you’ve been in business for a long time, you need a fast, reliable website that’s going to draw customers. I offer sites built with WordPress using a Divi Theme which are customized for you – but best of all, when I’m done, you will know how to maintain the site yourself. Don’t have time to keep up with updates? That’s ok. I can do that too!
1:1 WEBSITE BUILDING INSTRUCTION
If you want to learn how to build a website; I can teach you in a 1:1 format. I can help you build an informational site or an ecommerce site. You’ll learn some tips and tricks and how to get the most of the amount you put into a site!
DIGITIZING PAPER FILES
You know that room full of paper filing cabinets? I can help you organize those – either by you scanning them and sending me the files to organize in a system that’s right for you – or by you sending the boxes of papers to me to scan.
EMAIL MONITORING AND MANAGEMENT
Has your email inbox gotten out of control? Do you need someone to unsubscribe from a lot of things and pare down your inbox to make it more manageable? Or are you going on vacation and need someone to personally monitor for emergent messages that need more personal attention than an auto-reply? I can do that for you!
CALENDAR MANAGEMENT AND APPOINTMENT SCHEDULING
If you’re looking to get more digitally organized, I can help with your calendar and scheduling appointments. I can sync all of your devices so that you never miss an appointment or call.
Data entry is often something that takes a lot of time that you don’t have. I can help take the weight of that task and get it done for you.
MAKING AND ANSWERING PHONE CALLS
There are many phone calling apps that would allow me to answer your calls the same way an on-site administrative assistant would. I am happy to take calls for you during business hours. I can also save you time by making the calls that you have on your to-do list.
ADVANCED EXCEL WORK
If you need Excel Pivot Tables, Graphs, Tables and Data Analysis, I can help you. I love to crunch numbers and create accurate visual representations for your board meetings or presentations.
Not sure what to write? I can help you write your website language, social media posts, blogs and more. With a creative writing degree, I am able to write in many styles and can adapt to fit your personality.
Sometimes, even the simple task of ordering office supplies gets put off a day too long and you’re suddenly out of that thing you need right now. I can help you avoid the inconvenience of running out of crucial implements to your day to day business.