Services

Services I Offer

Every business is different, which is why support is tailored to your workload, goals and preferred way of working. Based in Reno, Nevada and working remotely with clients across the United States and internationally.

What’s Included

Ways I can support you

Can’t see exactly what you need? Contact me about a custom support package.

Executive & Administrative Support

Included tasks

  • Inbox and calendar management
  • Document formatting and templates
  • Meeting notes and action tracking
  • Travel and event coordination
  • Data entry and spreadsheet management
  • Research and reporting

CRM & Customer Follow-Up

Included tasks

  • CRM setup and clean-up
  • Pipeline and deal tracking
  • Customer follow-up sequences
  • Enquiry routing
  • Client database management
  • Activity reporting

Website & Digital Systems

Included tasks

  • WordPress updates
  • Content publishing
  • Image preparation and alt text
  • Form and link checks
  • Backup monitoring
  • On-page content updates

Lead Generation & Business Development

Included tasks

  • Ideal-client research
  • Prospect list building
  • Outreach admin and tracking
  • Follow-up scheduling
  • Proposal preparation
  • Conversion reporting

Database, Invoicing & Bookkeeping Admin

Included tasks

  • Database administration
  • Invoicing support
  • Bookkeeping administration
  • Expense tracking
  • Recurring reports
  • Spreadsheet models

AI-Assisted Operations & Training

Included tasks

  • AI-assisted drafting and research
  • Prompt and template libraries
  • Process documentation
  • Internal guidelines
  • Team training
  • Digital systems support

Tools & Software

Working within the platforms your business already uses

  • Google Workspace
  • Microsoft 365
  • HubSpot
  • Zoho CRM
  • Airtable
  • Notion
  • Asana
  • Trello
  • Slack
  • Zoom
  • WordPress
  • QuickBooks
  • Mailchimp
  • Canva
  • Zapier
  • ChatGPT

What Happens Next?

A simple, supportive process from enquiry to getting started

  1. 01. Submit your enquiry

    Share some information about your business, the support you need and your preferred start date.

  2. 02. Discovery call

    A complimentary call to discuss your current workload, priorities and where support fits.

  3. 03. Custom proposal

    A tailored proposal outlining recommended services, hours, timeline and investment.

  4. 04. Agreement

    Once you are happy to proceed, you sign the service agreement and receive your first invoice.

  5. 05. Client onboarding

    You complete an onboarding questionnaire and securely provide access to the tools involved.

  6. 06. Support begins

    Tasks move into a shared workspace, communication starts and your schedule opens up.

Reliable support. Clear communication. More space to grow.

Contact me for current availability and pricing.