Managing the Day to Day

• Calendar management and appointment scheduling

• Set up automated appointment scheduling software, such as
  Calendly, and link to email signature and/or website if desired

• Email inbox cleanup, organization and management

• Proofread documents, emails, and websites

• Format documents and presentations

• Create and update spreadsheets

• Work with PDFs -  creation, conversion, merging and editing

• Run reports

• Data entry

• Research and fact-finding

• Assistance with new client onboarding

• Send thank you notes and holiday cards

• Order supplies, equipment and business gifts

• Book travel

• Expense reporting

• Bill payment

• Client invoicing

 

 

Technology & Systems Setup

• Setup, organize, and maintain cloud-based file storage

• Application training

• Secure password management

• Setup and maintain a client database using a CRM

• Computer/hardware purchasing, setup, and training

• Cell phone purchasing, setup, and training

• Research/implement new software and solutions

• Email setup on all your devices

• Streamlined workflow creation/process management

• Set up online accounts

• Microsoft Office365 and Google Workspace setup

 

 

Marketing & Communications

• Format and publish email newsletters

• Customer surveys

• Custom designed email signatures

• Electronic letterhead and business card design

• Social media basics (Facebook, Instagram and LinkedIn) -  scheduling/posting content, page engagement, community
  moderation/management

• Automate connections between social media accounts

• Website design and updates on Wix platform

• Website review for accuracy, functionality, broken links,
  and ADA accessibility

• Google Business profile setup and management

 

 

Event/Meeting Coordination

• Research & select venues

• Manage invitations

• Arrange for necessary setups/meeting tools 

• Order catering

• Coordinate vendors, presenters and other stakeholders

• Prepare and send documents for printing

     (some services are available for clients in Southwest Michigan only)

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Short-Term Rental Support

(AirBnBs, VRBOs, inns, small hotels/motels, campgrounds)

• Create, edit, and optimize listings on AirBnB, VRBO, the Dyrt, etc.

• Select and setup a property management system (PMS)

• Supercharge your property’s efficiency with integrations to your PMS

• Online guest portal/guidebook/house manual

• Self check-in/wifi locks

• Point of sale systems

• Develop SOP manuals and/or checklists for housekeeping
  and outdoor care providers

     (some services are available for clients in Southwest Michigan only)