Services Overview

I take care of all the behind-the-scenes, time consuming tasks and help keep your business running smoothly, thus creating more time for you to focus on growing and strategizing your business.

Here are just some of the admin tasks you can outsource to me so that you can focus on valuable, strategic business strategies:

Technology Set Up

• Select and set up your client database using a CRM
• Set up and manage passwords
• Set up cloud based file sharing
• Set up and training on screen sharing applications
• Training for various platforms
• Set up your course on a learning platform and connect all technology and email sequences
• Purchase and set up your domain (url)
• Set up email on all of your devices
• Set up for a new email platform (Office 365/Google for Business)
• Set up/training on electronic signature platforms
• Set up and train on Adobe PDF Editor

Managing The Day to Day

• Schedule and manage client appointments and your calendar
• Set up automated appointment scheduling and link your calendar to your website
• Screen/answer emails
• Set up templates for common questions and create an Auto-responder
• Enter contacts and information and manage your client database
• Order supplies, equipment and business gifts
• Post articles and special products and events to your blog and social media accounts
• Invoice clients and follow up on outstanding invoices
• Set up recurring payment transactions
• Assist with new client onboarding
• Update websites including Kajabi, Squarespace and WordPress
• Create and update spreadsheets and dashboards for tracking business metrics
• Data Entry

Marketing and Communications

• Design custom email signatures
• Design custom PowerPoint slides and templates
• Design custom flyers and digital products
• Design electronic letterhead and business cards
• Create and manage customer surveys
• Add video and audio files to your website
• Format and upload blog posts
• Set up and manage your social media pages and updates including Facebook, LinkedIn, and Instagram
• Set up a service to collect email addresses

Product Promotion and E-Commerce

• Set up webinars and online events, provide support, promotion and training
• Create electronic products for sale on your website
• Set up sales pages on your website to sell your products
• Set up e-commerce shopping cart, payment using credit cards and/or PayPal and Stripe
• Send out email broadcasts to your customer database announcing/promoting your products or services
• Event planning including promotion, invitations, accepting payments, catering, supplies, etc.

Research and Reports

• Find just the right person, place or thing you are looking for whether it’s a software solution, a hotel to host an event, the latest technology, or business demographic research
• Analyze business metrics and provide reports

Pam is an original and the best at what she does. She is a marvel and I love her energy and fun personality. I appreciate how organized and detail-oriented she is and I love her work ethic. Pam thinks steps ahead and anticipates my needs before I know I need it. She goes above and beyond for her clients. She’s a gem. I would recommend her to anyone without a moment’s doubt because of how much I value her work.

Joy R.
Leadership & Style Consultant
Style with Joy

---