Services Overview

What Can I Help With?

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

Get In Touch

Need help with administrative tasks of your business and interested in finding out more about working with a Virtual Assistant?

Book a free 30 minute call with me to discuss your business needs and the various ways I could assist with your workload.