General Administration & Support
Email Management
Inbox organization, email prioritization, responding to emails, filtering emails and managing subscriptions.
Calendar Management & Scheduling
Maintaining calendar, scheduling appointments and meetings, coordinating with relevant parties, sending out meeting invites and managing event reminders.
Data Entry
Entering information into databases, spreadsheets, CRM management.
Proofreading/Editing
Correcting spelling, grammar, punctuation, improving readability, ensuring consistency in writing style, formatting
Meeting Setup & Planning
Coordinating venues, attendee availability, meeting agenda, relevant documentation
Travel Planning & Booking
Researching travel options, comparing prices, booking flights, accommodations, rental cars, managing itineraries and travel documents, arranging excursions & transportation to and from airport.
Personal Tasks
Scheduling health & wellness appointments, coordinating personal/family events, making reservations, coordinating deliveries
Client Care
Intake & Onboarding
Responding to inquiries, coordinating and scheduling initial meeting/consult, assisting with completion of intake forms, providing/requesting relevant documents, appt. reminders.
Processes
Invoices, Payments & Expense Management
Creating and sending invoices, payment reminders and tracking, receipt and expense management, reconciliation and cash flow.
Packages
Occasional Support Package
Sometimes all you need is temporary assistance. This plan is for anyone that is in need of short-term, or occasional support under 10 hours per month.
$35/Hour
Retainer
The retainer plans are for clients who require assistance on a regular and ongoing basis.
10 hrs/month = $300
(includes monthly strategy call)
20 hrs/month = $600
(includes monthly strategy call)
40 hrs/month = $1200
(includes weekly strategy call)
